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Ysheng
Ysheng
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2024-01-08
Believed the mkt will further down while transport depend goes up
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Ysheng
Ysheng
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2022-08-31
Stay strong
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Ysheng
Ysheng
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2022-08-26
Ok
Apple Stock: Is It Overvalued?
One of the main pillars of the bearish thesis on Apple stock is the rich valuation. But compared to
Apple Stock: Is It Overvalued?
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Ysheng
Ysheng
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2022-08-18
Ups
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Ysheng
Ysheng
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2022-08-10
Oh well
Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance
SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its prev
Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance
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Ysheng
Ysheng
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2022-08-09
Great
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Ysheng
Ysheng
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2022-08-05
Indeed
Nvidia Is Still Too Expensive
The world's #1 chip maker for high-level gaming and crypto mining is projected to a see a slowdown in growth past 2022.
Nvidia Is Still Too Expensive
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Ysheng
Ysheng
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2022-08-05
Wow
Payrolls Increased 528,000 in July, Much Better Than Expected in a Sign of Strength for Jobs Market
KEY POINTSNonfarm payrolls rose 528,000 for the month and the unemployment rate was 3.5%, easily top
Payrolls Increased 528,000 in July, Much Better Than Expected in a Sign of Strength for Jobs Market
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Ysheng
Ysheng
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2022-07-28
Ups
US STOCKS-Nasdaq Has Biggest One-Day Jump Since 2020 After Fed Rate Hike
* Microsoft, Alphabet results spark rally in growth stocks* Fed announces rate hike in unanimous dec
US STOCKS-Nasdaq Has Biggest One-Day Jump Since 2020 After Fed Rate Hike
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Ysheng
Ysheng
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2022-07-18
Looks good
3 Undervalued Stocks to Buy in the Second Half of 2022
The rough start to the year has created great buying opportunities for investors.
3 Undervalued Stocks to Buy in the Second Half of 2022
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the mkt will further down while transport depend goes up","listText":"Believed the mkt will further down while transport depend goes up","text":"Believed the mkt will further down while transport depend goes up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260753648816288","isVote":1,"tweetType":1,"viewCount":3349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930986394,"gmtCreate":1661899916721,"gmtModify":1676536597160,"author":{"id":"3582273441359971","authorId":"3582273441359971","name":"Ysheng","avatar":"https://static.tigerbbs.com/4a3b6b4a8fba869942de50f5b19db17b","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582273441359971","idStr":"3582273441359971"},"themes":[],"htmlText":"Stay strong","listText":"Stay strong","text":"Stay 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15:45","market":"us","language":"en","title":"Apple Stock: Is It Overvalued?","url":"https://stock-news.laohu8.com/highlight/detail?id=1155224332","media":"TheStreet","summary":"One of the main pillars of the bearish thesis on Apple stock is the rich valuation. But compared to ","content":"<html><head></head><body><p>One of the main pillars of the bearish thesis on Apple stock is the rich valuation. But compared to the peer group, maybe AAPL is not so pricey after all.</p><p><b>Apple</b> stock is considered a buy by the majority of analysts that cover the name. According to TipRanks, more than 80% of Wall Street experts think that owning shares is a good idea, while only one analyst has a sell rating on the stock.</p><p>Among skeptics, one of the main arguments against owning AAPL is the elevated P/E ratio. But a closer look at the peer comparison suggests that Apple stock may be more affordable than many seem to believe.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43a857803961118aaec24d329afbb569\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"/><span>Figure 1: Is Apple Stock Overvalued? What The Peer Comparison Says</span></p><p><b>Apple’s valuations: fair, too rich, or a bargain?</b></p><p>The following graph probably explains why so many value investors are cautious about Apple stock today. Notice what has happened to AAPL’s price-to-earnings (or P/E) ratio over the past 10 years:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0553c50e1e51280c4e0a5f50a0ab7313\" tg-width=\"1000\" tg-height=\"485\" width=\"100%\" height=\"auto\"/><span>Figure 2: Apple's valuation.</span></p><p>Starting a couple of years after the launch of the original iPad, Apple’s P/E fluctuated between 10 and 20 times for a few years. Then, beginning in 2019, the valuation multiple skyrocketed to as high as 44 times early last year, settling now to just below 30 times.</p><p>The multiple expansion happened for a few reasons, the most relevant of which was probably Apple’s business model shift to higher-margin and more predictable services. The post-iPhone X success of Apple’s smartphone segment, along with the company’s generous cash return policy, probably helped too.</p><p>But tech companies, especially those in high growth stages of their lifecycles or whose “moats” are considered wide, tend to command high P/Es. Take a look at the following table comparing some of Apple’s key valuation metrics with those of peers selected by Stock Rover:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a113f08e69b46e338f58200da166c3f0\" tg-width=\"1002\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Figure 3: Apple peers key valuation metrics selected by Stock Rover.</span></p><p>Starting with P/E, in the sixth column, notice how AAPL’s 27.6 times is actually much lower than NVIDIA’s 46.1 and Adobe’s 40.1 times, for example. Part of the reason for AAPL’s more de-risked valuation is the growth profile: while the Cupertino company is expected to increase EPS by 6% next year, NVIDIA and Adobe should deliver growth of 17% instead.</p><p>The only companies on the list with substantially lower P/E vs. Apple are Intel and Cisco, possibly Broadcom. But considering these companies and their industries’ much less encouraging growth profile, it is understandable that these stocks would trade more cheaply.</p><p>Let’s look beyond P/E. On a price-to-FCF (free cash flow) basis, Apple’s 25.6 times multiple seems even cheaper compared to the peer group. Only Broadcom and Cisco, at about 16 times, look substantially more de-risked.</p><p>Apple’s cash flow-based valuation metrics look good because the Cupertino company is particularly competent at turning earnings into hard cash. Tight control of working capital and capex is probably what best supports the argument.</p><p>Lastly, notice how Apple looks quite overvalued on a price-to-book basis. A multiple of 46.1 times, in fact, is an eye sore compared to Salesforce.com’s 3.0 times and Intel’s 1.4 times.</p><p>But here, the metric is deceivingly distorted. Because Apple buys so many of its shares via stock buybacks, the company’s equity size has been shrinking quickly over the years – which is not a bad thing at all. Since equity is the denominator in the P/B ratio, the multiple understandably looks too rich, on the surface.</p><p><b>My views on AAPL’s valuation</b></p><p>I still believe that Apple’s valuations are far from being a bargain. But at the same time, once I look at the peer group comparison, I find it hard to side with the bears as well. To me, AAPL’s P/E is fair and consistent with the robust business fundamentals of the company.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Is It Overvalued?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Is It Overvalued?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 15:45 GMT+8 <a href=https://www.thestreet.com/apple/stock/is-apple-stock-overvalued-what-the-peer-comparison-says><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the main pillars of the bearish thesis on Apple stock is the rich valuation. But compared to the peer group, maybe AAPL is not so pricey after all.Apple stock is considered a buy by the ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/is-apple-stock-overvalued-what-the-peer-comparison-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/is-apple-stock-overvalued-what-the-peer-comparison-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155224332","content_text":"One of the main pillars of the bearish thesis on Apple stock is the rich valuation. But compared to the peer group, maybe AAPL is not so pricey after all.Apple stock is considered a buy by the majority of analysts that cover the name. According to TipRanks, more than 80% of Wall Street experts think that owning shares is a good idea, while only one analyst has a sell rating on the stock.Among skeptics, one of the main arguments against owning AAPL is the elevated P/E ratio. But a closer look at the peer comparison suggests that Apple stock may be more affordable than many seem to believe.Figure 1: Is Apple Stock Overvalued? What The Peer Comparison SaysApple’s valuations: fair, too rich, or a bargain?The following graph probably explains why so many value investors are cautious about Apple stock today. Notice what has happened to AAPL’s price-to-earnings (or P/E) ratio over the past 10 years:Figure 2: Apple's valuation.Starting a couple of years after the launch of the original iPad, Apple’s P/E fluctuated between 10 and 20 times for a few years. Then, beginning in 2019, the valuation multiple skyrocketed to as high as 44 times early last year, settling now to just below 30 times.The multiple expansion happened for a few reasons, the most relevant of which was probably Apple’s business model shift to higher-margin and more predictable services. The post-iPhone X success of Apple’s smartphone segment, along with the company’s generous cash return policy, probably helped too.But tech companies, especially those in high growth stages of their lifecycles or whose “moats” are considered wide, tend to command high P/Es. Take a look at the following table comparing some of Apple’s key valuation metrics with those of peers selected by Stock Rover:Figure 3: Apple peers key valuation metrics selected by Stock Rover.Starting with P/E, in the sixth column, notice how AAPL’s 27.6 times is actually much lower than NVIDIA’s 46.1 and Adobe’s 40.1 times, for example. Part of the reason for AAPL’s more de-risked valuation is the growth profile: while the Cupertino company is expected to increase EPS by 6% next year, NVIDIA and Adobe should deliver growth of 17% instead.The only companies on the list with substantially lower P/E vs. Apple are Intel and Cisco, possibly Broadcom. But considering these companies and their industries’ much less encouraging growth profile, it is understandable that these stocks would trade more cheaply.Let’s look beyond P/E. On a price-to-FCF (free cash flow) basis, Apple’s 25.6 times multiple seems even cheaper compared to the peer group. Only Broadcom and Cisco, at about 16 times, look substantially more de-risked.Apple’s cash flow-based valuation metrics look good because the Cupertino company is particularly competent at turning earnings into hard cash. Tight control of working capital and capex is probably what best supports the argument.Lastly, notice how Apple looks quite overvalued on a price-to-book basis. A multiple of 46.1 times, in fact, is an eye sore compared to Salesforce.com’s 3.0 times and Intel’s 1.4 times.But here, the metric is deceivingly distorted. Because Apple buys so many of its shares via stock buybacks, the company’s equity size has been shrinking quickly over the years – which is not a bad thing at all. Since equity is the denominator in the P/B ratio, the multiple understandably looks too rich, on the surface.My views on AAPL’s valuationI still believe that Apple’s valuations are far from being a bargain. But at the same time, once I look at the peer group comparison, I find it hard to side with the bears as well. To me, AAPL’s P/E is fair and consistent with the robust business fundamentals of the company.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991300997,"gmtCreate":1660779487221,"gmtModify":1676536396086,"author":{"id":"3582273441359971","authorId":"3582273441359971","name":"Ysheng","avatar":"https://static.tigerbbs.com/4a3b6b4a8fba869942de50f5b19db17b","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582273441359971","idStr":"3582273441359971"},"themes":[],"htmlText":"Ups","listText":"Ups","text":"Ups","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991300997","repostId":"1104971548","repostType":4,"isVote":1,"tweetType":1,"viewCount":2758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904521849,"gmtCreate":1660084877585,"gmtModify":1703477563857,"author":{"id":"3582273441359971","authorId":"3582273441359971","name":"Ysheng","avatar":"https://static.tigerbbs.com/4a3b6b4a8fba869942de50f5b19db17b","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582273441359971","idStr":"3582273441359971"},"themes":[],"htmlText":"Oh well","listText":"Oh well","text":"Oh well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904521849","repostId":"1124255732","repostType":4,"repost":{"id":"1124255732","kind":"news","pubTimestamp":1660059125,"share":"https://ttm.financial/m/news/1124255732?lang=&edition=fundamental","pubTime":"2022-08-09 23:32","market":"us","language":"en","title":"Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1124255732","media":"Seeking Alpha","summary":"SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its prev","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.</li><li>We are disappointed that Nvidia didn't learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.</li><li>Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia's commentary. Therefore, execution is very poor.</li><li>We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.</li></ul><p><b>Thesis</b></p><p>NVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street's consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.</p><p>While we expected NVDA to stage a short-term rally from its June lows, we didn't envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday's sell-off).</p><p>We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market's cyclical nature with its so-called "secular" opportunities.</p><p>Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.</p><p>Therefore, we reiterate our Hold rating on NVDA for now.</p><p><b>Nvidia Lost Credibility With Its Caution</b></p><p>We are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.</p><p>We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:</p><blockquote>And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There's no way we can consume on all that forever. And that's what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in '23 earliest. Then I see '23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)</blockquote><p><img src=\"https://static.tigerbbs.com/66ac20e2b8ed62af8f2aeaa78f94ad5e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia gaming and data center revenue change %(Company filings)</p><p>Nvidia warned in its preliminary release for FQ2'23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).</p><p>The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia's gaming growth has already trended down consistently from its peak growth in FQ1'22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.</p><p>Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.</p><p>But, Nvidia has consistently maintained its "strong" belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:</p><blockquote>China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)</blockquote><p>But, consider what Huang emphasized two months later in Nvidia's prelim release. He said:</p><blockquote>Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - Nvidia</blockquote><p>Therefore, we believe Huang & team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia's experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.</p><p><img src=\"https://static.tigerbbs.com/8cf57b7e1fc91128408275fb9e5712e2\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia pro viz and automotive revenue change %(Company filings)</p><p>Nvidia's pro visualization segment's growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it's critical to underpin NVDA's expensive valuation.</p><p>Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it's the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm's performance and not simply buy into Nvidia's commentary on its auto momentum.</p><p>Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.</p><p><b>Is NVDA Stock A Buy, Sell, Or Hold?</b></p><p>We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.</p><p>But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn't necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.</p><p>Therefore, <i>we reiterate our Hold rating on NVDA</i> and urge investors to look elsewhere.</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>Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 23:32 GMT+8 <a href=https://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously...</p>\n\n<a href=\"https://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124255732","content_text":"SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.We are disappointed that Nvidia didn't learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia's commentary. Therefore, execution is very poor.We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.ThesisNVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street's consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.While we expected NVDA to stage a short-term rally from its June lows, we didn't envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday's sell-off).We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market's cyclical nature with its so-called \"secular\" opportunities.Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.Therefore, we reiterate our Hold rating on NVDA for now.Nvidia Lost Credibility With Its CautionWe are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There's no way we can consume on all that forever. And that's what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in '23 earliest. Then I see '23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)Nvidia gaming and data center revenue change %(Company filings)Nvidia warned in its preliminary release for FQ2'23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia's gaming growth has already trended down consistently from its peak growth in FQ1'22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.But, Nvidia has consistently maintained its \"strong\" belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia's prelim release. He said:Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang & team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia's experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.Nvidia pro viz and automotive revenue change %(Company filings)Nvidia's pro visualization segment's growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it's critical to underpin NVDA's expensive valuation.Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it's the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm's performance and not simply buy into Nvidia's commentary on its auto momentum.Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.Is NVDA Stock A Buy, Sell, Or Hold?We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn't necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.Therefore, we reiterate our Hold rating on NVDA and urge investors to look elsewhere.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904896527,"gmtCreate":1660015294671,"gmtModify":1703476995036,"author":{"id":"3582273441359971","authorId":"3582273441359971","name":"Ysheng","avatar":"https://static.tigerbbs.com/4a3b6b4a8fba869942de50f5b19db17b","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582273441359971","idStr":"3582273441359971"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904896527","repostId":"1108913557","repostType":4,"isVote":1,"tweetType":1,"viewCount":2458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902218272,"gmtCreate":1659706481900,"gmtModify":1704700079838,"author":{"id":"3582273441359971","authorId":"3582273441359971","name":"Ysheng","avatar":"https://static.tigerbbs.com/4a3b6b4a8fba869942de50f5b19db17b","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582273441359971","idStr":"3582273441359971"},"themes":[],"htmlText":"Indeed","listText":"Indeed","text":"Indeed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902218272","repostId":"1122365114","repostType":4,"repost":{"id":"1122365114","kind":"news","pubTimestamp":1659704824,"share":"https://ttm.financial/m/news/1122365114?lang=&edition=fundamental","pubTime":"2022-08-05 21:07","market":"us","language":"en","title":"Nvidia Is Still Too Expensive","url":"https://stock-news.laohu8.com/highlight/detail?id=1122365114","media":"Seeking Alpha","summary":"The world's #1 chip maker for high-level gaming and crypto mining is projected to a see a slowdown in growth past 2022.","content":"<html><head></head><body><p>Summary</p><ul><li>The world's #1 chip maker for high-level gaming and crypto mining is projected to a see a slowdown in growth past 2022.</li><li>The stock's valuation remains incredibly stretched vs. any 10-year historical comparison and mega-cap semiconductor peers today.</li><li>Believe it or not, when adjusted for 40-year high inflation rates, still minor free cash flow generation does not stack up well, similar to late 2021's all-time high pricing.</li><li>If inflation stays elevated (arguing acceptable valuation ratios should go lower) or a global recession is next (pushing income down), NVIDIA may only be worth $100 per share into 2023.</li></ul><p><b>Overvaluation on Slowing Growth</b></p><p>While increasing demand for graphic-heavy gaming chips, and frantic new order flow for faster crypto-mining enabling semiconductors became the norm in 2020-21, both of these growth drivers are stalling in 2022. The temporary pandemic push into gaming entertainment by consumers in 2020-21 and new console releases last year by major video game hardware companies have led to disappointing industry growth results this year. Then, the collapse in cryptocurrency pricing showed up in late 2021 and the first half of 2022. The "profit" spread involved in crypto mining is quickly evaporating (rising energy costs are also working against this computer-based mining industry). So, projecting an end to extraordinary chip demand is quite reasonable, especially if crypto prices fall further. Wall Street analysts have factored in a major slowdown in NVIDIA results as a result.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/943d064fbeb8b799e7118081e82fa9a7\" tg-width=\"634\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha, Analysts Estimates, NVIDIA</span></p><p>To be honest, NVIDIA's growth forecast is slipping to the lower end of the spectrum vs. peers and competitors. Below is a graph of projected EPS growth vs. Advanced Micro Devices (AMD), Qualcomm (QCOM), Intel (INTC), Taiwan Semiconductor (TSM), Broadcom (AVGO), Marvell Technology (MRVL), Analog Devices (ADI), Texas Instruments (TXN), Micron (MU), and NXP Semiconductors N.V. (NXPI). What ultra-bullish investors forget is NVIDIA has a history of cyclical earnings, where income levels actually miss forecasts and DECLINE vs. the year ago period.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b06a9596cb56175325e4aae00285df88\" tg-width=\"635\" tg-height=\"586\" referrerpolicy=\"no-referrer\"/><span>YCharts, NVIDIA Peer EPS Growth Rates</span></p><p>If earnings are no longer expanding at 50%+ rates like 2020-21, the stock quote is likely trading at a more normal long-term valuation, right? WRONG. NVIDIA is still trading under the assumption outsized growth is the present and future.</p><p>On a simple 10-year historical review of basic fundamental ratios like price to trailing earnings, sales, cash flow, and book value, NVIDIA remains at investment multiple premiums of 50% to 200% vs. its long-term averages.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea973cd01d0b7923b2e0b94017f2a5bb\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>YCharts, NVIDIA 10-Year Basic Fundamental Ratios</span></p><p>Measured against the peer group, NVIDIA's valuation is by far the highest in the mega-capitalization chip sector. When we look at apples-to-apples comparisons of enterprise value (taking into account debt and cash holdings), EV ratios on trailing sales and even forward EBITDA highlight the stock's valuation as one-of-a-kind for expensive upfront pricing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d66592c56633e0e26cdcf844e3c8b577\" tg-width=\"635\" tg-height=\"586\" referrerpolicy=\"no-referrer\"/><span>YCharts, EV to Revenues - Semiconductor Group</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/782730e13bc1a7bd7d3d6d717020fb4d\" tg-width=\"635\" tg-height=\"586\" referrerpolicy=\"no-referrer\"/><span>YCharts, Forward EV to EBITDA Estimates - Semiconductor Group</span></p><p>But that's not the worst news for NVIDIA shareholders. When we logically compare prevailing inflation rates to cash flow and income returns on the price we pay for ownership, I can argue today's valuation is even more expensive on a relative basis than the $345 all-time high last November! That's right. Measured against inflation, NVIDIA shares are currently the most overvalued they have been in decades. You are getting a NEGATIVE -7% inflation-adjusted free cash flow return on your investment at $190 (assuming CPI inflation remains at 9%, which we all hope will not be our future reality). The company's free cash flow yield has traded ABOVE the prevailing inflation rate about 95% of the time since 2000. The present negative "real" rate of investment return number is incredibly bearish if inflation does not come back closer to a neutral setting in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1dbe956126a8306dbf3b182f5c9c8ed\" tg-width=\"635\" tg-height=\"464\" referrerpolicy=\"no-referrer\"/><span>YCharts, NVIDIA 10-Year Free Cash Flow Yield vs. CPI Inflation</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e4ff87e5a20d7a2e8572425f29252f3\" tg-width=\"635\" tg-height=\"464\" referrerpolicy=\"no-referrer\"/><span>YCharts, NVIDIA Free Cash Flow Yield vs. CPI Inflation since 2000</span></p><p><b>Final Thoughts</b></p><p>As opposed to other semiconductor leaders with slowing growth selling at far cheaper relative pricing than NVIDIA, a massive premium valuation still exists not entirely consistent with operating fundamentals or close to matching CPI inflation. Versus earnings and free cash flow yields in the 6% to 10% range for a number of peers with similar growth forecasts, NVIDIA's sub-3% numbers do not make much mathematical sense. On top of the lackluster free cash flow and earnings yield situation vs. the tech sector, deeper cyclical businesses like oil/gas producers and steel manufacturers are already discounting a recession with income yields in the 15% to 20% range for equity risk takers.</p><p>NVIDIA has a history of cyclical earnings in the past, where weak demand leads to product price cuts and FALLING cash flow/earnings when times are tough. My conclusions: if CPI inflation rates remain above 5% next year and/or the economy turns weaker than expected, significant downside remains in the NVDA stock quote from $190 today. 15x sales and 33x EBITDA are borderline insane in a high-inflation world, outside of enterprises experiencing 50%-100% growth rates in both metrics annually.</p><p>I am not completely bearish on the semiconductor sector. I have written a variety of bullish tech-focused efforts in 2022. However, the chip stocks I am suggesting for ownership likeQualcomm hereor smaller outfits like Everspin (MRAM)hereor NVE Corp (NVEC)heremaintain a more sustainable valuation on present and future projected results. One important key to long-term investment performance is being careful not to overpay for growth. I am afraid NVIDIA buyers continue to do just that.</p><p>I am modeling upside reward potential for NVIDIA to $220 a share over the next 12 months, about where price stands today. To essentially maintain the current quote, inflation must come down without a meaningful recession (which I believe is rather unlikely).</p><p>So, if the best-case scenario is $220 for NVIDIA shares, while prices around $100 are the true intrinsic value of the business, I think avoiding or selling shares is still the smartest course of action. Theoretical 12-month target returns of +15% in upside reward vs. -50% in downside risk under different scenarios leave me in the<i>Sell</i>rating camp.</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>Nvidia Is Still Too Expensive</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is Still Too Expensive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-05 21:07 GMT+8 <a href=https://seekingalpha.com/article/4529803-nvidia-nvda-stock-sell-too-expensive><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe world's #1 chip maker for high-level gaming and crypto mining is projected to a see a slowdown in growth past 2022.The stock's valuation remains incredibly stretched vs. any 10-year ...</p>\n\n<a href=\"https://seekingalpha.com/article/4529803-nvidia-nvda-stock-sell-too-expensive\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4529803-nvidia-nvda-stock-sell-too-expensive","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122365114","content_text":"SummaryThe world's #1 chip maker for high-level gaming and crypto mining is projected to a see a slowdown in growth past 2022.The stock's valuation remains incredibly stretched vs. any 10-year historical comparison and mega-cap semiconductor peers today.Believe it or not, when adjusted for 40-year high inflation rates, still minor free cash flow generation does not stack up well, similar to late 2021's all-time high pricing.If inflation stays elevated (arguing acceptable valuation ratios should go lower) or a global recession is next (pushing income down), NVIDIA may only be worth $100 per share into 2023.Overvaluation on Slowing GrowthWhile increasing demand for graphic-heavy gaming chips, and frantic new order flow for faster crypto-mining enabling semiconductors became the norm in 2020-21, both of these growth drivers are stalling in 2022. The temporary pandemic push into gaming entertainment by consumers in 2020-21 and new console releases last year by major video game hardware companies have led to disappointing industry growth results this year. Then, the collapse in cryptocurrency pricing showed up in late 2021 and the first half of 2022. The \"profit\" spread involved in crypto mining is quickly evaporating (rising energy costs are also working against this computer-based mining industry). So, projecting an end to extraordinary chip demand is quite reasonable, especially if crypto prices fall further. Wall Street analysts have factored in a major slowdown in NVIDIA results as a result.Seeking Alpha, Analysts Estimates, NVIDIATo be honest, NVIDIA's growth forecast is slipping to the lower end of the spectrum vs. peers and competitors. Below is a graph of projected EPS growth vs. Advanced Micro Devices (AMD), Qualcomm (QCOM), Intel (INTC), Taiwan Semiconductor (TSM), Broadcom (AVGO), Marvell Technology (MRVL), Analog Devices (ADI), Texas Instruments (TXN), Micron (MU), and NXP Semiconductors N.V. (NXPI). What ultra-bullish investors forget is NVIDIA has a history of cyclical earnings, where income levels actually miss forecasts and DECLINE vs. the year ago period.YCharts, NVIDIA Peer EPS Growth RatesIf earnings are no longer expanding at 50%+ rates like 2020-21, the stock quote is likely trading at a more normal long-term valuation, right? WRONG. NVIDIA is still trading under the assumption outsized growth is the present and future.On a simple 10-year historical review of basic fundamental ratios like price to trailing earnings, sales, cash flow, and book value, NVIDIA remains at investment multiple premiums of 50% to 200% vs. its long-term averages.YCharts, NVIDIA 10-Year Basic Fundamental RatiosMeasured against the peer group, NVIDIA's valuation is by far the highest in the mega-capitalization chip sector. When we look at apples-to-apples comparisons of enterprise value (taking into account debt and cash holdings), EV ratios on trailing sales and even forward EBITDA highlight the stock's valuation as one-of-a-kind for expensive upfront pricing.YCharts, EV to Revenues - Semiconductor GroupYCharts, Forward EV to EBITDA Estimates - Semiconductor GroupBut that's not the worst news for NVIDIA shareholders. When we logically compare prevailing inflation rates to cash flow and income returns on the price we pay for ownership, I can argue today's valuation is even more expensive on a relative basis than the $345 all-time high last November! That's right. Measured against inflation, NVIDIA shares are currently the most overvalued they have been in decades. You are getting a NEGATIVE -7% inflation-adjusted free cash flow return on your investment at $190 (assuming CPI inflation remains at 9%, which we all hope will not be our future reality). The company's free cash flow yield has traded ABOVE the prevailing inflation rate about 95% of the time since 2000. The present negative \"real\" rate of investment return number is incredibly bearish if inflation does not come back closer to a neutral setting in 2023.YCharts, NVIDIA 10-Year Free Cash Flow Yield vs. CPI InflationYCharts, NVIDIA Free Cash Flow Yield vs. CPI Inflation since 2000Final ThoughtsAs opposed to other semiconductor leaders with slowing growth selling at far cheaper relative pricing than NVIDIA, a massive premium valuation still exists not entirely consistent with operating fundamentals or close to matching CPI inflation. Versus earnings and free cash flow yields in the 6% to 10% range for a number of peers with similar growth forecasts, NVIDIA's sub-3% numbers do not make much mathematical sense. On top of the lackluster free cash flow and earnings yield situation vs. the tech sector, deeper cyclical businesses like oil/gas producers and steel manufacturers are already discounting a recession with income yields in the 15% to 20% range for equity risk takers.NVIDIA has a history of cyclical earnings in the past, where weak demand leads to product price cuts and FALLING cash flow/earnings when times are tough. My conclusions: if CPI inflation rates remain above 5% next year and/or the economy turns weaker than expected, significant downside remains in the NVDA stock quote from $190 today. 15x sales and 33x EBITDA are borderline insane in a high-inflation world, outside of enterprises experiencing 50%-100% growth rates in both metrics annually.I am not completely bearish on the semiconductor sector. I have written a variety of bullish tech-focused efforts in 2022. However, the chip stocks I am suggesting for ownership likeQualcomm hereor smaller outfits like Everspin (MRAM)hereor NVE Corp (NVEC)heremaintain a more sustainable valuation on present and future projected results. One important key to long-term investment performance is being careful not to overpay for growth. I am afraid NVIDIA buyers continue to do just that.I am modeling upside reward potential for NVIDIA to $220 a share over the next 12 months, about where price stands today. To essentially maintain the current quote, inflation must come down without a meaningful recession (which I believe is rather unlikely).So, if the best-case scenario is $220 for NVIDIA shares, while prices around $100 are the true intrinsic value of the business, I think avoiding or selling shares is still the smartest course of action. Theoretical 12-month target returns of +15% in upside reward vs. -50% in downside risk under different scenarios leave me in theSellrating camp.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902218867,"gmtCreate":1659706464560,"gmtModify":1704700025707,"author":{"id":"3582273441359971","authorId":"3582273441359971","name":"Ysheng","avatar":"https://static.tigerbbs.com/4a3b6b4a8fba869942de50f5b19db17b","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582273441359971","idStr":"3582273441359971"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902218867","repostId":"1192227200","repostType":4,"repost":{"id":"1192227200","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1659702606,"share":"https://ttm.financial/m/news/1192227200?lang=&edition=fundamental","pubTime":"2022-08-05 20:30","market":"us","language":"en","title":"Payrolls Increased 528,000 in July, Much Better Than Expected in a Sign of Strength for Jobs Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1192227200","media":"Tiger Newspress","summary":"KEY POINTSNonfarm payrolls rose 528,000 for the month and the unemployment rate was 3.5%, easily top","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Nonfarm payrolls rose 528,000 for the month and the unemployment rate was 3.5%, easily topping the Dow Jones estimates of 258,000 and 3.6% respectively.</li><li>Wage growth also surged higher, as average hourly earnings jumped 0.5% for the month and 5.2% from a year ago, higher than estimates.</li><li>Traders are now pricing in a higher likelihood of a 0.75 percentage point hike for the next Federal Reserve meeting in September.</li></ul><p>Hiring in July was far better than expected, defying signs that the economic recovery is losing steam, the Bureau of Labor Statistics reported Friday.</p><p>Nonfarm payrolls rose 528,000 for the month and the unemployment rate was 3.5%, easily topping the Dow Jones estimates of 258,000 and 3.6% respectively.</p><p>Wage growth also surged higher, as average hourly earnings jumped 0.5% for the month and 5.2% from the same time a year ago. Those numbers add fuel to an inflation picture that already has consumer prices rising at their fastest rate since the early 1980s. The Dow Jones estimate was for a 0.3% monthly gain and 4.9% annual increase.</p><p>Markets initially reacted negatively to the report, with Dow Jones futures down more than 200 points.</p><p>Leisure and hospitality led the way in job gains with 96,000, followed by professional and business services with 89,000. Health care added 70,000 and government payrolls grew 57,000. Goods-producing industries also posted solid gains, with construction up 32,000 and manufacturing adding 30,000.</p><p>Despite downbeat expectations, the July gains were the best since February and well ahead of the 388,000 average job gain over the past four months. The BLS release noted that total nonfarm payroll employment has increased by 22 million since the April 2020 low when most of the U.S. economy shut down to deal with the Covid pandemic.</p><p>The bureau noted that private sector payrolls are now higher than the February 2020 level, just before the pandemic declaration, though government jobs are still lagging.</p><p>The unemployment rate ticked down, the result both of strong job creation and a labor force participation rate that declined 0.1 percentage point to 62.1%, its lowest level of the year.</p><p>Economists have figured job creation to begin to slow as the Federal Reserve raises interest rates to cool inflation running at its highest level in more than 40 years.</p><p>The strong jobs number coupled with the higher than expected wage numbers led to a shift in expectations for September’s expected rate increase. Traders are now pricing in a higher likelihood of a 0.75 percentage point hike for the next meeting, which would be the third straight increase of that magnitude.</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>Payrolls Increased 528,000 in July, Much Better Than Expected in a Sign of Strength for Jobs Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPayrolls Increased 528,000 in July, Much Better Than Expected in a Sign of Strength for Jobs Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-05 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>KEY POINTS</p><ul><li>Nonfarm payrolls rose 528,000 for the month and the unemployment rate was 3.5%, easily topping the Dow Jones estimates of 258,000 and 3.6% respectively.</li><li>Wage growth also surged higher, as average hourly earnings jumped 0.5% for the month and 5.2% from a year ago, higher than estimates.</li><li>Traders are now pricing in a higher likelihood of a 0.75 percentage point hike for the next Federal Reserve meeting in September.</li></ul><p>Hiring in July was far better than expected, defying signs that the economic recovery is losing steam, the Bureau of Labor Statistics reported Friday.</p><p>Nonfarm payrolls rose 528,000 for the month and the unemployment rate was 3.5%, easily topping the Dow Jones estimates of 258,000 and 3.6% respectively.</p><p>Wage growth also surged higher, as average hourly earnings jumped 0.5% for the month and 5.2% from the same time a year ago. Those numbers add fuel to an inflation picture that already has consumer prices rising at their fastest rate since the early 1980s. The Dow Jones estimate was for a 0.3% monthly gain and 4.9% annual increase.</p><p>Markets initially reacted negatively to the report, with Dow Jones futures down more than 200 points.</p><p>Leisure and hospitality led the way in job gains with 96,000, followed by professional and business services with 89,000. Health care added 70,000 and government payrolls grew 57,000. Goods-producing industries also posted solid gains, with construction up 32,000 and manufacturing adding 30,000.</p><p>Despite downbeat expectations, the July gains were the best since February and well ahead of the 388,000 average job gain over the past four months. The BLS release noted that total nonfarm payroll employment has increased by 22 million since the April 2020 low when most of the U.S. economy shut down to deal with the Covid pandemic.</p><p>The bureau noted that private sector payrolls are now higher than the February 2020 level, just before the pandemic declaration, though government jobs are still lagging.</p><p>The unemployment rate ticked down, the result both of strong job creation and a labor force participation rate that declined 0.1 percentage point to 62.1%, its lowest level of the year.</p><p>Economists have figured job creation to begin to slow as the Federal Reserve raises interest rates to cool inflation running at its highest level in more than 40 years.</p><p>The strong jobs number coupled with the higher than expected wage numbers led to a shift in expectations for September’s expected rate increase. Traders are now pricing in a higher likelihood of a 0.75 percentage point hike for the next meeting, which would be the third straight increase of that magnitude.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192227200","content_text":"KEY POINTSNonfarm payrolls rose 528,000 for the month and the unemployment rate was 3.5%, easily topping the Dow Jones estimates of 258,000 and 3.6% respectively.Wage growth also surged higher, as average hourly earnings jumped 0.5% for the month and 5.2% from a year ago, higher than estimates.Traders are now pricing in a higher likelihood of a 0.75 percentage point hike for the next Federal Reserve meeting in September.Hiring in July was far better than expected, defying signs that the economic recovery is losing steam, the Bureau of Labor Statistics reported Friday.Nonfarm payrolls rose 528,000 for the month and the unemployment rate was 3.5%, easily topping the Dow Jones estimates of 258,000 and 3.6% respectively.Wage growth also surged higher, as average hourly earnings jumped 0.5% for the month and 5.2% from the same time a year ago. Those numbers add fuel to an inflation picture that already has consumer prices rising at their fastest rate since the early 1980s. The Dow Jones estimate was for a 0.3% monthly gain and 4.9% annual increase.Markets initially reacted negatively to the report, with Dow Jones futures down more than 200 points.Leisure and hospitality led the way in job gains with 96,000, followed by professional and business services with 89,000. Health care added 70,000 and government payrolls grew 57,000. Goods-producing industries also posted solid gains, with construction up 32,000 and manufacturing adding 30,000.Despite downbeat expectations, the July gains were the best since February and well ahead of the 388,000 average job gain over the past four months. The BLS release noted that total nonfarm payroll employment has increased by 22 million since the April 2020 low when most of the U.S. economy shut down to deal with the Covid pandemic.The bureau noted that private sector payrolls are now higher than the February 2020 level, just before the pandemic declaration, though government jobs are still lagging.The unemployment rate ticked down, the result both of strong job creation and a labor force participation rate that declined 0.1 percentage point to 62.1%, its lowest level of the year.Economists have figured job creation to begin to slow as the Federal Reserve raises interest rates to cool inflation running at its highest level in more than 40 years.The strong jobs number coupled with the higher than expected wage numbers led to a shift in expectations for September’s expected rate increase. Traders are now pricing in a higher likelihood of a 0.75 percentage point hike for the next meeting, which would be the third straight increase of that magnitude.","news_type":1,"symbols_score_info":{"YMmain":0.9,"ESmain":0.9,"NQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903982148,"gmtCreate":1658964884484,"gmtModify":1676536234644,"author":{"id":"3582273441359971","authorId":"3582273441359971","name":"Ysheng","avatar":"https://static.tigerbbs.com/4a3b6b4a8fba869942de50f5b19db17b","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582273441359971","idStr":"3582273441359971"},"themes":[],"htmlText":"Ups","listText":"Ups","text":"Ups","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903982148","repostId":"2254972367","repostType":4,"repost":{"id":"2254972367","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658963090,"share":"https://ttm.financial/m/news/2254972367?lang=&edition=fundamental","pubTime":"2022-07-28 07:04","market":"us","language":"en","title":"US STOCKS-Nasdaq Has Biggest One-Day Jump Since 2020 After Fed Rate Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2254972367","media":"Reuters","summary":"* Microsoft, Alphabet results spark rally in growth stocks* Fed announces rate hike in unanimous dec","content":"<html><head></head><body><p>* Microsoft, Alphabet results spark rally in growth stocks</p><p>* Fed announces rate hike in unanimous decision</p><p>* Indexes: Dow up 1.4%, S&P 500 up 2.6%, Nasdaq up 4.1%</p><p>NEW YORK, July 27 (Reuters) - The Nasdaq jumped more than 4% on Wednesday in its biggest daily percentage gain since April 2020 as the Federal Reserve raised interest rates as expected and comments by Fed Chairman Jerome Powell eased some investor worries about the pace of rate hikes.</p><p>Quarterly reports from Microsoft Corp, Alphabet Inc and others added to the day's upbeat tone.</p><p>The S&P 500 growth index jumped 3.9% and also registered its biggest one-day percentage gain since April 2020. Tech and growth stocks, whose valuations rely more heavily on future cash flows, have been among the hardest hit this year.</p><p>The S&P 500 closed at its highest level since June 8, with the technology sector giving the index its biggest boost.</p><p>The Fed, in a statement following its two-day meeting, raised the benchmark overnight interest rate by three-quarters of a percentage point. The move came on top of a 75 basis points hike last month and smaller moves in May and March, in an effort by the Fed to cool inflation.</p><p>Powell's comments in a news conference after the statement gave some investors hope for a slower pace of rate hikes.</p><p>Equity investors have been worried that aggressive hikes by the Fed could tip the economy into recession.</p><p>"He did not commit to any specific rate hike in the September meeting," said Jim Paulsen, chief investment strategist at The Leuthold Group in Minneapolis.</p><p>Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia, said it was "a calming statement, coming on the heels of a day where you saw some earnings and revenues that were better than expectations, albeit expectations that were very tempered."</p><p>The Dow Jones Industrial Average rose 436.05 points, or 1.37%, to 32,197.59, the S&P 500 gained 102.56 points, or 2.62%, to 4,023.61 and the Nasdaq Composite added 469.85 points, or 4.06%, to 12,032.42.</p><p>Wednesday's hike was widely anticipated by investors.</p><p>Microsoft rose 6.7% after it forecast double-digit growth in revenue this fiscal year on demand for cloud computing services.</p><p>Alphabet jumped 7.7%, a day after it reported better-than-expected sales of Google search ads, easing worries about a slowing ad market.</p><p><a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a> added 5.2% after it raised its subscriber growth forecast for the second time this year and exceeded quarterly profit expectations.</p><p>Volume on U.S. exchanges was 10.56 billion shares, compared with the 10.88 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 5.27-to-1 ratio; on Nasdaq, a 3.15-to-1 ratio favored advancers.</p><p>The S&P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Nasdaq Has Biggest One-Day Jump Since 2020 After Fed Rate Hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Nasdaq Has Biggest One-Day Jump Since 2020 After Fed Rate Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-28 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Microsoft, Alphabet results spark rally in growth stocks</p><p>* Fed announces rate hike in unanimous decision</p><p>* Indexes: Dow up 1.4%, S&P 500 up 2.6%, Nasdaq up 4.1%</p><p>NEW YORK, July 27 (Reuters) - The Nasdaq jumped more than 4% on Wednesday in its biggest daily percentage gain since April 2020 as the Federal Reserve raised interest rates as expected and comments by Fed Chairman Jerome Powell eased some investor worries about the pace of rate hikes.</p><p>Quarterly reports from Microsoft Corp, Alphabet Inc and others added to the day's upbeat tone.</p><p>The S&P 500 growth index jumped 3.9% and also registered its biggest one-day percentage gain since April 2020. Tech and growth stocks, whose valuations rely more heavily on future cash flows, have been among the hardest hit this year.</p><p>The S&P 500 closed at its highest level since June 8, with the technology sector giving the index its biggest boost.</p><p>The Fed, in a statement following its two-day meeting, raised the benchmark overnight interest rate by three-quarters of a percentage point. The move came on top of a 75 basis points hike last month and smaller moves in May and March, in an effort by the Fed to cool inflation.</p><p>Powell's comments in a news conference after the statement gave some investors hope for a slower pace of rate hikes.</p><p>Equity investors have been worried that aggressive hikes by the Fed could tip the economy into recession.</p><p>"He did not commit to any specific rate hike in the September meeting," said Jim Paulsen, chief investment strategist at The Leuthold Group in Minneapolis.</p><p>Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia, said it was "a calming statement, coming on the heels of a day where you saw some earnings and revenues that were better than expectations, albeit expectations that were very tempered."</p><p>The Dow Jones Industrial Average rose 436.05 points, or 1.37%, to 32,197.59, the S&P 500 gained 102.56 points, or 2.62%, to 4,023.61 and the Nasdaq Composite added 469.85 points, or 4.06%, to 12,032.42.</p><p>Wednesday's hike was widely anticipated by investors.</p><p>Microsoft rose 6.7% after it forecast double-digit growth in revenue this fiscal year on demand for cloud computing services.</p><p>Alphabet jumped 7.7%, a day after it reported better-than-expected sales of Google search ads, easing worries about a slowing ad market.</p><p><a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a> added 5.2% after it raised its subscriber growth forecast for the second time this year and exceeded quarterly profit expectations.</p><p>Volume on U.S. exchanges was 10.56 billion shares, compared with the 10.88 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 5.27-to-1 ratio; on Nasdaq, a 3.15-to-1 ratio favored advancers.</p><p>The S&P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","DOG":"道指ETF-ProShares做空","MSFT":"微软","BK4576":"AR","BK4514":"搜索引擎","BK4503":"景林资产持仓",".DJI":"道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","SH":"做空标普500-Proshares",".IXIC":"NASDAQ Composite","BK4528":"SaaS概念","BK4516":"特朗普概念",".SPX":"S&P 500 Index","BK4535":"淡马锡持仓","GOOGL":"谷歌A","BK4577":"网络游戏","BK4504":"桥水持仓","BK4538":"云计算","BK4559":"巴菲特持仓","BK4553":"喜马拉雅资本持仓","GOOG":"谷歌","BK4579":"人工智能","OEF":"标普100指数ETF-iShares","BK4550":"红杉资本持仓","BK4507":"流媒体概念","IVV":"标普500ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares","BK4574":"无人驾驶","SPXU":"三倍做空标普500ETF-ProShares","SPY":"标普500ETF","BK4077":"互动媒体与服务","SSO":"2倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","BK4525":"远程办公概念","BK4561":"索罗斯持仓","DXD":"两倍做空道琼30指数ETF-ProShares","DJX":"1/100道琼斯","BK4097":"系统软件","DDM":"2倍做多道指ETF-ProShares","OEX":"标普100","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","SDOW":"三倍做空道指30ETF-ProShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254972367","content_text":"* Microsoft, Alphabet results spark rally in growth stocks* Fed announces rate hike in unanimous decision* Indexes: Dow up 1.4%, S&P 500 up 2.6%, Nasdaq up 4.1%NEW YORK, July 27 (Reuters) - The Nasdaq jumped more than 4% on Wednesday in its biggest daily percentage gain since April 2020 as the Federal Reserve raised interest rates as expected and comments by Fed Chairman Jerome Powell eased some investor worries about the pace of rate hikes.Quarterly reports from Microsoft Corp, Alphabet Inc and others added to the day's upbeat tone.The S&P 500 growth index jumped 3.9% and also registered its biggest one-day percentage gain since April 2020. Tech and growth stocks, whose valuations rely more heavily on future cash flows, have been among the hardest hit this year.The S&P 500 closed at its highest level since June 8, with the technology sector giving the index its biggest boost.The Fed, in a statement following its two-day meeting, raised the benchmark overnight interest rate by three-quarters of a percentage point. The move came on top of a 75 basis points hike last month and smaller moves in May and March, in an effort by the Fed to cool inflation.Powell's comments in a news conference after the statement gave some investors hope for a slower pace of rate hikes.Equity investors have been worried that aggressive hikes by the Fed could tip the economy into recession.\"He did not commit to any specific rate hike in the September meeting,\" said Jim Paulsen, chief investment strategist at The Leuthold Group in Minneapolis.Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia, said it was \"a calming statement, coming on the heels of a day where you saw some earnings and revenues that were better than expectations, albeit expectations that were very tempered.\"The Dow Jones Industrial Average rose 436.05 points, or 1.37%, to 32,197.59, the S&P 500 gained 102.56 points, or 2.62%, to 4,023.61 and the Nasdaq Composite added 469.85 points, or 4.06%, to 12,032.42.Wednesday's hike was widely anticipated by investors.Microsoft rose 6.7% after it forecast double-digit growth in revenue this fiscal year on demand for cloud computing services.Alphabet jumped 7.7%, a day after it reported better-than-expected sales of Google search ads, easing worries about a slowing ad market.T-Mobile US Inc added 5.2% after it raised its subscriber growth forecast for the second time this year and exceeded quarterly profit expectations.Volume on U.S. exchanges was 10.56 billion shares, compared with the 10.88 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 5.27-to-1 ratio; on Nasdaq, a 3.15-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"DDM":0.6,"DJX":0.6,"OEX":0.6,"SPXU":0.6,"GOOGL":0.9,"MSFT":0.9,"SSO":0.6,".IXIC":0.9,"GOOG":0.9,"SDOW":0.6,".SPX":0.9,"SPY":0.9,".DJI":0.9,"SDS":0.6,"OEF":0.6,"IVV":0.6,"DXD":0.6,"DOG":0.6,"SH":0.6,"UPRO":0.6,"ESmain":0.6}},"isVote":1,"tweetType":1,"viewCount":3013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075379658,"gmtCreate":1658154512974,"gmtModify":1676536113571,"author":{"id":"3582273441359971","authorId":"3582273441359971","name":"Ysheng","avatar":"https://static.tigerbbs.com/4a3b6b4a8fba869942de50f5b19db17b","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582273441359971","idStr":"3582273441359971"},"themes":[],"htmlText":"Looks good","listText":"Looks good","text":"Looks good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075379658","repostId":"2252420073","repostType":4,"repost":{"id":"2252420073","kind":"highlight","pubTimestamp":1658130724,"share":"https://ttm.financial/m/news/2252420073?lang=&edition=fundamental","pubTime":"2022-07-18 15:52","market":"us","language":"en","title":"3 Undervalued Stocks to Buy in the Second Half of 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2252420073","media":"Motley Fool","summary":"The rough start to the year has created great buying opportunities for investors.","content":"<div>\n<p>It was a rough first half of 2022 for the stock market. At the market close on June 30, the S&P 500 was down 21% and the Nasdaq was off 30%, leaving many investors' portfolios drowning in red. The ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/17/3-undervalued-stocks-to-buy-in-the-second-half-of/\">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>3 Undervalued Stocks to Buy in the Second Half of 2022</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\">\n3 Undervalued Stocks to Buy in the Second Half of 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 15:52 GMT+8 <a href=https://www.fool.com/investing/2022/07/17/3-undervalued-stocks-to-buy-in-the-second-half-of/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It was a rough first half of 2022 for the stock market. At the market close on June 30, the S&P 500 was down 21% and the Nasdaq was off 30%, leaving many investors' portfolios drowning in red. The ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/17/3-undervalued-stocks-to-buy-in-the-second-half-of/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","SBUX":"星巴克","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2022/07/17/3-undervalued-stocks-to-buy-in-the-second-half-of/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252420073","content_text":"It was a rough first half of 2022 for the stock market. At the market close on June 30, the S&P 500 was down 21% and the Nasdaq was off 30%, leaving many investors' portfolios drowning in red. The upside of this brutal start to the year is that it has brought many high-quality businesses down to bargain valuations, creating compelling opportunities for investors.However, just because a stock is trading for a cheaper valuation doesn't mean it's necessarily a good buy. Investors should look beyond the share price and dig into the fundamentals of the business to determine what's a value play and what's a value trap. Here are three undervalued companies I think make great buys for the second half of 2022 and beyond.AmazonMostly known for its dominant position in the e-commerce space, Amazon.com is in a position to have a stronger second half of 2022. When the company reported first-quarter earnings, the market reacted negatively to some of the headline numbers, further punishing the stock price. However, upon closer inspection, there is reason to believe the short-term headwinds facing the e-commerce side of the business are just a bump in the road.The North America segment of Amazon's business had year-over-year growth of 8% in Q1, and the International segment posted a decline of 6%. Revenue from these two segments is comprised mostly of e-commerce sales, which were impacted by macroeconomic factors such as inflation and supply chain constraints.However, Amazon Web Services (AWS) grew 37% and now represents 16% of Amazon's total revenue, up from 13% in the year-ago quarter. Cloud infrastructure is a market that's expected to grow at 16% per year until 2030, providing a massive growth opportunity for Amazon.With a price-to-sales (P/S) ratio of 2.4, Amazon currently trades for the same valuation as it did in 2016, when AWS accounted for approximately 9% of overall revenue. At this price, Amazon is hard to ignore.DisneyIt's easy to understand the negative impact that the pandemic had on Disney's business. With its parks and experiences segment decimated by worldwide lockdowns, it's been a rough past few years for the House of Mouse.One saving grace for Disney was the fortuitous timing of the launch of its Disney+ streaming service in November of 2019. The unexpectedly fast subscriber growth gave the business a much-needed lifeline as it was weathering the pandemic storm.However, Disney is now emerging from this dark period, and has some bright skies ahead. In Q2 of 2022 (ended April 2), Disney posted year-over-year revenue growth of 23%. Most importantly, the segment that includes the theme parks, cruise lines, and other experiences saw revenue growth of over 100% in the quarter.Not only are people returning to Disney properties, they're spending a lot more while they're there. The second quarter saw per-capita spending grow more than 40% over 2019. As we enter the summer travel season, there's reason to expect strong growth for the coming quarters.With the exception of the pandemic-induced crash in early 2020, you'd have to go all the way back to 2013 to find a time that Disney traded for a P/S multiple as low as today's 2.2. Even with the hardships the company has faced over the past few years, it's difficult to argue Disney isn't in a better place as a business than it was then.StarbucksWhen Starbucks reported its earnings for Q2 2022 (ended April 3), the results were good. Revenue was up 15%, comparable store sales increased 7% globally (and 12% in the U.S.), and Starbucks Rewards memberships grew 17% year-over-year. The results look even more impressive, considering its second-largest market, China, saw comparable store sales decrease 23% due to COVID-related lockdowns.The company suspended guidance for the remainder of the year due to uncertainty around the COVID lockdowns in China, but management does expect there to be pressure on results for the next two quarters. On the bright side, despite a year-over-year decrease in comparable store sales, the international segment did see revenue grow 4% in Q2.CEO Howard Schultz also suspended the company's stock buyback plan shortly after returning to the company as Interim CEO, his fourth stint in the corner office. Johnson made this move to reinvest in the business in order to provide long-term value for shareholders. This may be what is needed considering the challenges facing the company, and it's good for the business to have a seasoned CEO at the helm to navigate this tough time.There are absolutely some near-term challenges for Starbucks, but it is still a dominant brand with global reach. Starbucks currently has a P/S multiple of 2.9, a valuation only seen three times over the past decade, and below its 10-year average of 3.9. Starbucks also pays a dividend, with a market beating yield of 2.5%. For investors with a long-term investing horizon, now is a great time to pick up shares.","news_type":1,"symbols_score_info":{"SBUX":0.9,"AMZN":0.9,"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}