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Khoo12

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2024-08-13

$NVIDIA Corp(NVDA)$

2023-11-29

$Tesla Motors(TSLA)$

2023-11-29

$Pinduoduo Inc.(PDD)$

2023-11-22

$NVIDIA Corp(NVDA)$

2023-09-17

$Apple(AAPL)$ buyBuy👍

2023-09-17

$ARM Holdings Ltd(ARM)$

2023-09-01

$VinFast Auto(VFS)$

2023-07-27

Twilow

Cathie Wood Speaks Her Mind on Tesla, Meta, Nvidia, AI, and More

2023-02-09

Ok

@易简财经:破產傳言還沒過，韻達又被罵上熱搜！

2023-02-08

Ok

@Daily_Discussion:🚀Share your strategy for making money on the market(8 Feb)

2023-02-08

Ok

@中国基金报:李東、張鴻文，被查！

2023-02-07

[Smile]

@ToughCoyote:Baidu is my go trade in realm of ChatGPT..here’s why

2023-01-25

Yes

Wednesday Predictions: 3 Hot Stocks for Tomorrow

2023-01-25

Yes

Stock Market Crash Alert: Mark Your Calendars for Jan. 27

2023-01-25

Ok

Google Layoffs Won’t Save GOOG Stock in 2023

2023-01-25

Tes

NIO: 50% Growth In The Cards

2023-01-25

Ok

The Most Heavily Shorted Stocks And 5 Short-Squeeze Ideas For 2023

2023-01-25

Yes

2 Growth Stocks Down More Than 50% to Buy Now

2023-01-24

Yes

Microsoft to Invest More in OpenAI As Arms Race in Tech Heats up

2023-01-24

Yes

EV Stocks Continue to Fly Higher in Morning Trading

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246717199925256","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246716946276648,"gmtCreate":1701254936676,"gmtModify":1701254939339,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Pinduoduo Inc.(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246716946276648","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244229665062912,"gmtCreate":1700650413793,"gmtModify":1700650416612,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244229665062912","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220937868181528,"gmtCreate":1694961145588,"gmtModify":1694961148419,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>buyBuy👍","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>buyBuy👍","text":"$Apple(AAPL)$ buyBuy👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220937868181528","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220937430839304,"gmtCreate":1694961037832,"gmtModify":1694961041481,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$&nbsp;</a>","text":"$ARM Holdings Ltd(ARM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220937430839304","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":215037987201224,"gmtCreate":1693536429263,"gmtModify":1693536431760,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VFS\">$VinFast Auto(VFS)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/VFS\">$VinFast Auto(VFS)$&nbsp;</a>","text":"$VinFast Auto(VFS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215037987201224","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202430627201224,"gmtCreate":1690460182888,"gmtModify":1690460186961,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Twilow","listText":"Twilow","text":"Twilow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202430627201224","repostId":"2354659942","repostType":4,"repost":{"id":"2354659942","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1690453949,"share":"https://ttm.financial/m/news/2354659942?lang=&edition=fundamental","pubTime":"2023-07-27 18:32","market":"us","language":"en","title":"Cathie Wood Speaks Her Mind on Tesla, Meta, Nvidia, AI, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2354659942","media":"Dow Jones","summary":"We already have proof of concept for autonomous cars. I took a ride in a Cruise automation car in December and told it to go to my son’s apartment in San Francisco. It took me there and back in about half an hour of riding.Tesla’s competitive advantage is the billions of miles of real-world driving data it has compiled, which are used to train models to teach the car how t","content":"<html><head></head><body><p style=\"text-align: start;\">Cathie Wood, founder and CEO of ARK Investment Management, is famous for her unwavering conviction in disruptive innovation and the companies behind it. The firm’s ARK funds gained prominence, and legions of investors, in 2020 as interest rates plummeted and growth stocks lifted off, although gains turned to losses in the next two years as the companies stumbled and rates rose.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4152f34a7e43cf26d667def40d3b9c2\" alt=\"Cathie Wood, CEO of ARK Investment Management\" title=\"Cathie Wood, CEO of ARK Investment Management\" tg-width=\"700\" tg-height=\"467\"/><span>Cathie Wood, CEO of ARK Investment Management</span></p><p>This year, ARK is riding high again, paced by huge gains in stocks such as Tesla (ticker: TSLA), Coinbase Global (COIN), and Roku (ROKU). The firm’s flagship ARK Innovation exchange-traded fund (ARKK), with about $8 billion of assets, gained 54.5% through July 26, compared with a 19% increase in the S&amp;P 500 index. ARK’s other funds, which invest in themes such as the genomic revolution, autonomous tech and robotics, and financial-technology innovation, similarly are outpacing the broad stock market, although they are still well below their early-2021 peaks.</p><p><em>Barron’s</em> talked with Wood in mid-July about future innovations, including her bold predictions for Tesla’s robotaxi fleet, her bullish view of cryptocurrencies, and the beneficiaries of generative AI. An edited version of the conversation follows.</p><p><strong><em>Barron’s: You were a big buyer of Tesla stock last fall and winter as the shares sold off. Now that Tesla has rebounded, you have been selling. What is the thinking behind your recent sales?</em></strong></p><p><strong>Cathie Wood:</strong>The main reason for the trade is portfolio management. Tesla has gone up more than 2½ times in the past six months, and some of our other stocks are still near their lows. When Tesla moves above 10% of the portfolio, we would cut it back and redeploy into other stocks that we think aren’t well understood.</p><p><strong>Yet, you maintain a $2,000 price target on the stock. It recently traded for $264. You have bold projections for electric-vehicle sales and ride-sharing revenue—too bold, many skeptics say.</strong></p><p>Our confidence has increased since Tesla is cutting prices. It is one of the few auto manufacturers that can afford to do that, because it is riding down the cost curve of consumer electronic batteries. This is going to hurt the other manufacturers whose costs are much higher. Last year, Tesla sold seven million electric vehicles globally. By 2027, we expect 60 million to be sold and Tesla to essentially keep its market share.</p><p><strong>You also have lofty projections for Tesla’s robotaxi business: $227 billion in Ebitda [earnings before interest, taxes, depreciation, and amortization] by 2027. That’s more than Apple’s [AAPL] current Ebitda. Why such confidence in the company’s robotaxi rollout?</strong></p><p>We already have proof of concept for autonomous cars. I took a ride in a Cruise automation car in December and told it to go to my son’s apartment in San Francisco. It took me there and back in about half an hour of riding.</p><p>Tesla’s competitive advantage is the billions of miles of real-world driving data it has compiled, which are used to train models to teach the car how to adjust to rare situations. No one has been able to do this because they don’t have anywhere near as much data.</p><p>We believe Tesla is in the core position to be the autonomous taxi platform in the U.S., and it will price the service below Uber and Lyft. With new technologies, what causes costs to go down is unit growth. As with EVs, we believe Tesla will pass the cost declines along as it scales.</p><p><strong>Is it reasonable to expect that people will feel safe riding in robotaxis in three or four years?</strong></p><p>I don’t know about you, but I’d prefer to get into a driverless car that I trusted than one with a driver I know nothing about. There are about 45,000 fatalities a year from auto accidents, and 80% to 85% of those are caused by human error. If we take humans out of the situation, there will be many fewer accidents. We already have data to show this: A fully self-driving Tesla has one accident every 3.2 million miles, whereas a Tesla with human drivers has one every 600,000 miles. The average car has one every 500,000 miles.</p><p><strong>You also sold Nvidia [NVDA] recently. Why?</strong></p><p style=\"text-align: start;\">A lot of people have made a big deal that our flagship fund no longer owns the stock. For people who don’t think that we pay any attention to valuation, it was valuation that got us to take it down. Nvidia is selling at a very high multiple of revenue right now.</p><p style=\"text-align: start;\"><strong>You also bought Meta Platforms [META] last month for the first time. What attracted you?</strong></p><p style=\"text-align: start;\">Facebook’s shift from the metaverse to AI [artificial intelligence] is one of the big reasons that the stock has turned around. The other reason is, the company’s engagement numbers have been better than expected. Meta has a segmentation strategy—older people are on Facebook; younger people are on Instagram and WhatsApp. It remains to be seen for Threads, but I don’t think it will be the same as Twitter.</p><p style=\"text-align: start;\"><strong>Coinbase Global, the cryptocurrency exchange, is another of your holdings. The stock has doubled in the past month as the regulatory landscape appears to be shifting. What is the outlook?</strong></p><p style=\"text-align: start;\">Something very important changed in the past six months. At first, we were focused only on [regulatory efforts of] the executive branch—basically, those of the Securities and Exchange Commission and its chair, Gary Gensler. But the judicial and legislative branches of government are moving into motion and basically saying that the SEC has overstepped its bounds when it comes to its authorities as a regulator.</p><p style=\"text-align: start;\">The court is questioning the SEC’s charter. And, odds makers think the SEC will lose its cases against Grayscale Investment and Ripple Labs.</p><p style=\"text-align: start;\">[Shortly after <em>Barron’s</em> interviewed Wood, a U.S. district court judge ruled that Ripple’s XRP tokenisn’t a security when sold on public exchanges, but an unregistered security when directly sold to institutional investors. The ruling is generally viewed as a victory for the cryptocurrency industry, which is battling the SEC over whether its products fall under the regulator’s jurisdiction.]</p><p style=\"text-align: start;\">Meanwhile, the legislative branch has awakened to the fact that crypto is a new asset class and we might need new legislatures to give the regulators some guidance. Those two branches of government have given us great confidence that Coinbase will come out of this as a winner. Many Coinbase competitors either haven’t entered the U.S. or moved out because of our regulatory system. Coinbase has stayed to fight. We think they’ll be rewarded accordingly.</p><p style=\"text-align: start;\"><strong>Why do you remain bullish on cryptocurrencies?</strong></p><p style=\"text-align: start;\">We see three revolutions taking place because of crypto. Bitcoin will dominate the first one, the money revolution. The biggest proof is that when regional-bank stocks were falling apart earlier this year, Bitcoin went from $19,000 to $30,000. That was a flight to safety, and we expect it to accelerate. The centralized monetary system we have today is an aberration. We could be going back to the future—before the Federal Reserve existed—under a digital, rules-based monetary system with no government oversight.</p><p style=\"text-align: start;\">The second revolution is in financial services, or the so-called DeFi [decentralized finance], which will be Ethereum-based. There are a number of infrastructure providers out there. It’s the survival of the fittest, and I’m excited to see who wins.</p><p style=\"text-align: start;\">The third is digital property rights, or what many call NFT [nonfungible tokens] or the metaverse. People are already buying real estate in virtual worlds. Our young research associates come into the office wearing jeans and T-shirts with no logos, but they are getting their status in the virtual world.</p><p style=\"text-align: start;\"><strong>Investors are obsessed with developments in artificial intelligence. What sorts of companies will benefit from generative AI, and how can they seize the opportunity?</strong></p><p style=\"text-align: start;\">When we view stocks through the lens of AI, we look for three things. The first is domain expertise and visionary management; the second is good distribution, and the third, critically important, is proprietary data that can be used to train AI models to improve products and services, cut costs, and increase productivity.</p><p style=\"text-align: start;\">Today, we pay knowledge workers $32 trillion globally. If we’re right, this is the assembly-line moment for knowledge workers. Those costs are going to come down, and productivity is going to go up dramatically. Any company not thinking about this is going to have problems competitively, because many markets will become winner-take-most.</p><p style=\"text-align: start;\">Twilio [TWLO] has data on trillions of interactions between businesses and consumers, so we think the company is going to be a huge beneficiary. We also believe Teladoc [TDOC] has the best shot at becoming the backbone of healthcare information in the U.S. Since doctors on Teladoc have to see the electronic health records of patients, the company is gathering information at a rapid pace. In the future, Teladoc models could give doctors recommendations on the best course of treatment.</p><p style=\"text-align: start;\"><strong>Which other disruptive technologies are in the pipeline?</strong></p><p style=\"text-align: start;\">I expect to see more cures of rare diseases, because various kinds of gene sequencing are enabling us to identify mutations in our genome that Crispr gene editing is able to reprogram.</p><p style=\"text-align: start;\">As autonomous taxi platforms take off, the costs associated with them will fall and the roads will get more congested. That means more commerce will have to go to the skies. We’re excited about drone delivery of food, groceries, and medical supplies. You’re going to see more drones and EVTOLs [electric vertical takeoff and landing vehicles] in the skies. Within a couple of years, you’ll be able to take an air taxi from Manhattan to JFK for the price of a taxi today.</p><p style=\"text-align: start;\"><strong>Is there a stock about which you once had conviction and then changed your mind?</strong></p><p style=\"text-align: start;\">We owned Illumina [ILMN] for a very long time, but consolidated out of it in late 2020. We felt the company was making a strategic mistake by holding its [gene sequencing] price at $1,000 per sequence. That’s a mortal sin in innovation—you have to pass along cost declines to clients so that you can proliferate the technology and enjoy even more cost declines. This has given Pacific Biosciences of California [PACB] a chance to catch up. We sold Illumina and bought as much PacBio as we could.</p><p style=\"text-align: start;\"><strong>Thanks, Cathie.</strong></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>Cathie Wood Speaks Her Mind on Tesla, Meta, Nvidia, AI, and More</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\">\nCathie Wood Speaks Her Mind on Tesla, Meta, Nvidia, AI, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-07-27 18:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Cathie Wood, founder and CEO of ARK Investment Management, is famous for her unwavering conviction in disruptive innovation and the companies behind it. The firm’s ARK funds gained prominence, and legions of investors, in 2020 as interest rates plummeted and growth stocks lifted off, although gains turned to losses in the next two years as the companies stumbled and rates rose.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4152f34a7e43cf26d667def40d3b9c2\" alt=\"Cathie Wood, CEO of ARK Investment Management\" title=\"Cathie Wood, CEO of ARK Investment Management\" tg-width=\"700\" tg-height=\"467\"/><span>Cathie Wood, CEO of ARK Investment Management</span></p><p>This year, ARK is riding high again, paced by huge gains in stocks such as Tesla (ticker: TSLA), Coinbase Global (COIN), and Roku (ROKU). The firm’s flagship ARK Innovation exchange-traded fund (ARKK), with about $8 billion of assets, gained 54.5% through July 26, compared with a 19% increase in the S&amp;P 500 index. ARK’s other funds, which invest in themes such as the genomic revolution, autonomous tech and robotics, and financial-technology innovation, similarly are outpacing the broad stock market, although they are still well below their early-2021 peaks.</p><p><em>Barron’s</em> talked with Wood in mid-July about future innovations, including her bold predictions for Tesla’s robotaxi fleet, her bullish view of cryptocurrencies, and the beneficiaries of generative AI. An edited version of the conversation follows.</p><p><strong><em>Barron’s: You were a big buyer of Tesla stock last fall and winter as the shares sold off. Now that Tesla has rebounded, you have been selling. What is the thinking behind your recent sales?</em></strong></p><p><strong>Cathie Wood:</strong>The main reason for the trade is portfolio management. Tesla has gone up more than 2½ times in the past six months, and some of our other stocks are still near their lows. When Tesla moves above 10% of the portfolio, we would cut it back and redeploy into other stocks that we think aren’t well understood.</p><p><strong>Yet, you maintain a $2,000 price target on the stock. It recently traded for $264. You have bold projections for electric-vehicle sales and ride-sharing revenue—too bold, many skeptics say.</strong></p><p>Our confidence has increased since Tesla is cutting prices. It is one of the few auto manufacturers that can afford to do that, because it is riding down the cost curve of consumer electronic batteries. This is going to hurt the other manufacturers whose costs are much higher. Last year, Tesla sold seven million electric vehicles globally. By 2027, we expect 60 million to be sold and Tesla to essentially keep its market share.</p><p><strong>You also have lofty projections for Tesla’s robotaxi business: $227 billion in Ebitda [earnings before interest, taxes, depreciation, and amortization] by 2027. That’s more than Apple’s [AAPL] current Ebitda. Why such confidence in the company’s robotaxi rollout?</strong></p><p>We already have proof of concept for autonomous cars. I took a ride in a Cruise automation car in December and told it to go to my son’s apartment in San Francisco. It took me there and back in about half an hour of riding.</p><p>Tesla’s competitive advantage is the billions of miles of real-world driving data it has compiled, which are used to train models to teach the car how to adjust to rare situations. No one has been able to do this because they don’t have anywhere near as much data.</p><p>We believe Tesla is in the core position to be the autonomous taxi platform in the U.S., and it will price the service below Uber and Lyft. With new technologies, what causes costs to go down is unit growth. As with EVs, we believe Tesla will pass the cost declines along as it scales.</p><p><strong>Is it reasonable to expect that people will feel safe riding in robotaxis in three or four years?</strong></p><p>I don’t know about you, but I’d prefer to get into a driverless car that I trusted than one with a driver I know nothing about. There are about 45,000 fatalities a year from auto accidents, and 80% to 85% of those are caused by human error. If we take humans out of the situation, there will be many fewer accidents. We already have data to show this: A fully self-driving Tesla has one accident every 3.2 million miles, whereas a Tesla with human drivers has one every 600,000 miles. The average car has one every 500,000 miles.</p><p><strong>You also sold Nvidia [NVDA] recently. Why?</strong></p><p style=\"text-align: start;\">A lot of people have made a big deal that our flagship fund no longer owns the stock. For people who don’t think that we pay any attention to valuation, it was valuation that got us to take it down. Nvidia is selling at a very high multiple of revenue right now.</p><p style=\"text-align: start;\"><strong>You also bought Meta Platforms [META] last month for the first time. What attracted you?</strong></p><p style=\"text-align: start;\">Facebook’s shift from the metaverse to AI [artificial intelligence] is one of the big reasons that the stock has turned around. The other reason is, the company’s engagement numbers have been better than expected. Meta has a segmentation strategy—older people are on Facebook; younger people are on Instagram and WhatsApp. It remains to be seen for Threads, but I don’t think it will be the same as Twitter.</p><p style=\"text-align: start;\"><strong>Coinbase Global, the cryptocurrency exchange, is another of your holdings. The stock has doubled in the past month as the regulatory landscape appears to be shifting. What is the outlook?</strong></p><p style=\"text-align: start;\">Something very important changed in the past six months. At first, we were focused only on [regulatory efforts of] the executive branch—basically, those of the Securities and Exchange Commission and its chair, Gary Gensler. But the judicial and legislative branches of government are moving into motion and basically saying that the SEC has overstepped its bounds when it comes to its authorities as a regulator.</p><p style=\"text-align: start;\">The court is questioning the SEC’s charter. And, odds makers think the SEC will lose its cases against Grayscale Investment and Ripple Labs.</p><p style=\"text-align: start;\">[Shortly after <em>Barron’s</em> interviewed Wood, a U.S. district court judge ruled that Ripple’s XRP tokenisn’t a security when sold on public exchanges, but an unregistered security when directly sold to institutional investors. The ruling is generally viewed as a victory for the cryptocurrency industry, which is battling the SEC over whether its products fall under the regulator’s jurisdiction.]</p><p style=\"text-align: start;\">Meanwhile, the legislative branch has awakened to the fact that crypto is a new asset class and we might need new legislatures to give the regulators some guidance. Those two branches of government have given us great confidence that Coinbase will come out of this as a winner. Many Coinbase competitors either haven’t entered the U.S. or moved out because of our regulatory system. Coinbase has stayed to fight. We think they’ll be rewarded accordingly.</p><p style=\"text-align: start;\"><strong>Why do you remain bullish on cryptocurrencies?</strong></p><p style=\"text-align: start;\">We see three revolutions taking place because of crypto. Bitcoin will dominate the first one, the money revolution. The biggest proof is that when regional-bank stocks were falling apart earlier this year, Bitcoin went from $19,000 to $30,000. That was a flight to safety, and we expect it to accelerate. The centralized monetary system we have today is an aberration. We could be going back to the future—before the Federal Reserve existed—under a digital, rules-based monetary system with no government oversight.</p><p style=\"text-align: start;\">The second revolution is in financial services, or the so-called DeFi [decentralized finance], which will be Ethereum-based. There are a number of infrastructure providers out there. It’s the survival of the fittest, and I’m excited to see who wins.</p><p style=\"text-align: start;\">The third is digital property rights, or what many call NFT [nonfungible tokens] or the metaverse. People are already buying real estate in virtual worlds. Our young research associates come into the office wearing jeans and T-shirts with no logos, but they are getting their status in the virtual world.</p><p style=\"text-align: start;\"><strong>Investors are obsessed with developments in artificial intelligence. What sorts of companies will benefit from generative AI, and how can they seize the opportunity?</strong></p><p style=\"text-align: start;\">When we view stocks through the lens of AI, we look for three things. The first is domain expertise and visionary management; the second is good distribution, and the third, critically important, is proprietary data that can be used to train AI models to improve products and services, cut costs, and increase productivity.</p><p style=\"text-align: start;\">Today, we pay knowledge workers $32 trillion globally. If we’re right, this is the assembly-line moment for knowledge workers. Those costs are going to come down, and productivity is going to go up dramatically. Any company not thinking about this is going to have problems competitively, because many markets will become winner-take-most.</p><p style=\"text-align: start;\">Twilio [TWLO] has data on trillions of interactions between businesses and consumers, so we think the company is going to be a huge beneficiary. We also believe Teladoc [TDOC] has the best shot at becoming the backbone of healthcare information in the U.S. Since doctors on Teladoc have to see the electronic health records of patients, the company is gathering information at a rapid pace. In the future, Teladoc models could give doctors recommendations on the best course of treatment.</p><p style=\"text-align: start;\"><strong>Which other disruptive technologies are in the pipeline?</strong></p><p style=\"text-align: start;\">I expect to see more cures of rare diseases, because various kinds of gene sequencing are enabling us to identify mutations in our genome that Crispr gene editing is able to reprogram.</p><p style=\"text-align: start;\">As autonomous taxi platforms take off, the costs associated with them will fall and the roads will get more congested. That means more commerce will have to go to the skies. We’re excited about drone delivery of food, groceries, and medical supplies. You’re going to see more drones and EVTOLs [electric vertical takeoff and landing vehicles] in the skies. Within a couple of years, you’ll be able to take an air taxi from Manhattan to JFK for the price of a taxi today.</p><p style=\"text-align: start;\"><strong>Is there a stock about which you once had conviction and then changed your mind?</strong></p><p style=\"text-align: start;\">We owned Illumina [ILMN] for a very long time, but consolidated out of it in late 2020. We felt the company was making a strategic mistake by holding its [gene sequencing] price at $1,000 per sequence. That’s a mortal sin in innovation—you have to pass along cost declines to clients so that you can proliferate the technology and enjoy even more cost declines. This has given Pacific Biosciences of California [PACB] a chance to catch up. We sold Illumina and bought as much PacBio as we could.</p><p style=\"text-align: start;\"><strong>Thanks, Cathie.</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","TSLA":"特斯拉","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4141":"半导体产品","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","ILMN":"Illumina","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4551":"寇图资本持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","ARKK":"ARK Innovation ETF","LU0109392836.USD":"富兰克林科技股A","LU2063271972.USD":"富兰克林创新领域基金","BK4511":"特斯拉概念","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4099":"汽车制造商","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4112":"金融交易所和数据","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4529":"IDC概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4567":"ESG概念","BK4507":"流媒体概念","ROKU":"Roku Inc","BK4585":"ETF&股票定投概念","NVDA":"英伟达","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4555":"新能源车","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4587":"ChatGPT概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","COIN":"Coinbase Global, Inc."},"source_url":"https://www.marketwatch.com/articles/ark-invest-cathie-wood-speaks-her-mind-on-tesla-nvidia-ai-and-more-438bf0b7?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354659942","content_text":"Cathie Wood, founder and CEO of ARK Investment Management, is famous for her unwavering conviction in disruptive innovation and the companies behind it. The firm’s ARK funds gained prominence, and legions of investors, in 2020 as interest rates plummeted and growth stocks lifted off, although gains turned to losses in the next two years as the companies stumbled and rates rose.Cathie Wood, CEO of ARK Investment ManagementThis year, ARK is riding high again, paced by huge gains in stocks such as Tesla (ticker: TSLA), Coinbase Global (COIN), and Roku (ROKU). The firm’s flagship ARK Innovation exchange-traded fund (ARKK), with about $8 billion of assets, gained 54.5% through July 26, compared with a 19% increase in the S&P 500 index. ARK’s other funds, which invest in themes such as the genomic revolution, autonomous tech and robotics, and financial-technology innovation, similarly are outpacing the broad stock market, although they are still well below their early-2021 peaks.Barron’s talked with Wood in mid-July about future innovations, including her bold predictions for Tesla’s robotaxi fleet, her bullish view of cryptocurrencies, and the beneficiaries of generative AI. An edited version of the conversation follows.Barron’s: You were a big buyer of Tesla stock last fall and winter as the shares sold off. Now that Tesla has rebounded, you have been selling. What is the thinking behind your recent sales?Cathie Wood:The main reason for the trade is portfolio management. Tesla has gone up more than 2½ times in the past six months, and some of our other stocks are still near their lows. When Tesla moves above 10% of the portfolio, we would cut it back and redeploy into other stocks that we think aren’t well understood.Yet, you maintain a $2,000 price target on the stock. It recently traded for $264. You have bold projections for electric-vehicle sales and ride-sharing revenue—too bold, many skeptics say.Our confidence has increased since Tesla is cutting prices. It is one of the few auto manufacturers that can afford to do that, because it is riding down the cost curve of consumer electronic batteries. This is going to hurt the other manufacturers whose costs are much higher. Last year, Tesla sold seven million electric vehicles globally. By 2027, we expect 60 million to be sold and Tesla to essentially keep its market share.You also have lofty projections for Tesla’s robotaxi business: $227 billion in Ebitda [earnings before interest, taxes, depreciation, and amortization] by 2027. That’s more than Apple’s [AAPL] current Ebitda. Why such confidence in the company’s robotaxi rollout?We already have proof of concept for autonomous cars. I took a ride in a Cruise automation car in December and told it to go to my son’s apartment in San Francisco. It took me there and back in about half an hour of riding.Tesla’s competitive advantage is the billions of miles of real-world driving data it has compiled, which are used to train models to teach the car how to adjust to rare situations. No one has been able to do this because they don’t have anywhere near as much data.We believe Tesla is in the core position to be the autonomous taxi platform in the U.S., and it will price the service below Uber and Lyft. With new technologies, what causes costs to go down is unit growth. As with EVs, we believe Tesla will pass the cost declines along as it scales.Is it reasonable to expect that people will feel safe riding in robotaxis in three or four years?I don’t know about you, but I’d prefer to get into a driverless car that I trusted than one with a driver I know nothing about. There are about 45,000 fatalities a year from auto accidents, and 80% to 85% of those are caused by human error. If we take humans out of the situation, there will be many fewer accidents. We already have data to show this: A fully self-driving Tesla has one accident every 3.2 million miles, whereas a Tesla with human drivers has one every 600,000 miles. The average car has one every 500,000 miles.You also sold Nvidia [NVDA] recently. Why?A lot of people have made a big deal that our flagship fund no longer owns the stock. For people who don’t think that we pay any attention to valuation, it was valuation that got us to take it down. Nvidia is selling at a very high multiple of revenue right now.You also bought Meta Platforms [META] last month for the first time. What attracted you?Facebook’s shift from the metaverse to AI [artificial intelligence] is one of the big reasons that the stock has turned around. The other reason is, the company’s engagement numbers have been better than expected. Meta has a segmentation strategy—older people are on Facebook; younger people are on Instagram and WhatsApp. It remains to be seen for Threads, but I don’t think it will be the same as Twitter.Coinbase Global, the cryptocurrency exchange, is another of your holdings. The stock has doubled in the past month as the regulatory landscape appears to be shifting. What is the outlook?Something very important changed in the past six months. At first, we were focused only on [regulatory efforts of] the executive branch—basically, those of the Securities and Exchange Commission and its chair, Gary Gensler. But the judicial and legislative branches of government are moving into motion and basically saying that the SEC has overstepped its bounds when it comes to its authorities as a regulator.The court is questioning the SEC’s charter. And, odds makers think the SEC will lose its cases against Grayscale Investment and Ripple Labs.[Shortly after Barron’s interviewed Wood, a U.S. district court judge ruled that Ripple’s XRP tokenisn’t a security when sold on public exchanges, but an unregistered security when directly sold to institutional investors. The ruling is generally viewed as a victory for the cryptocurrency industry, which is battling the SEC over whether its products fall under the regulator’s jurisdiction.]Meanwhile, the legislative branch has awakened to the fact that crypto is a new asset class and we might need new legislatures to give the regulators some guidance. Those two branches of government have given us great confidence that Coinbase will come out of this as a winner. Many Coinbase competitors either haven’t entered the U.S. or moved out because of our regulatory system. Coinbase has stayed to fight. We think they’ll be rewarded accordingly.Why do you remain bullish on cryptocurrencies?We see three revolutions taking place because of crypto. Bitcoin will dominate the first one, the money revolution. The biggest proof is that when regional-bank stocks were falling apart earlier this year, Bitcoin went from $19,000 to $30,000. That was a flight to safety, and we expect it to accelerate. The centralized monetary system we have today is an aberration. We could be going back to the future—before the Federal Reserve existed—under a digital, rules-based monetary system with no government oversight.The second revolution is in financial services, or the so-called DeFi [decentralized finance], which will be Ethereum-based. There are a number of infrastructure providers out there. It’s the survival of the fittest, and I’m excited to see who wins.The third is digital property rights, or what many call NFT [nonfungible tokens] or the metaverse. People are already buying real estate in virtual worlds. Our young research associates come into the office wearing jeans and T-shirts with no logos, but they are getting their status in the virtual world.Investors are obsessed with developments in artificial intelligence. What sorts of companies will benefit from generative AI, and how can they seize the opportunity?When we view stocks through the lens of AI, we look for three things. The first is domain expertise and visionary management; the second is good distribution, and the third, critically important, is proprietary data that can be used to train AI models to improve products and services, cut costs, and increase productivity.Today, we pay knowledge workers $32 trillion globally. If we’re right, this is the assembly-line moment for knowledge workers. Those costs are going to come down, and productivity is going to go up dramatically. Any company not thinking about this is going to have problems competitively, because many markets will become winner-take-most.Twilio [TWLO] has data on trillions of interactions between businesses and consumers, so we think the company is going to be a huge beneficiary. We also believe Teladoc [TDOC] has the best shot at becoming the backbone of healthcare information in the U.S. Since doctors on Teladoc have to see the electronic health records of patients, the company is gathering information at a rapid pace. In the future, Teladoc models could give doctors recommendations on the best course of treatment.Which other disruptive technologies are in the pipeline?I expect to see more cures of rare diseases, because various kinds of gene sequencing are enabling us to identify mutations in our genome that Crispr gene editing is able to reprogram.As autonomous taxi platforms take off, the costs associated with them will fall and the roads will get more congested. That means more commerce will have to go to the skies. We’re excited about drone delivery of food, groceries, and medical supplies. You’re going to see more drones and EVTOLs [electric vertical takeoff and landing vehicles] in the skies. Within a couple of years, you’ll be able to take an air taxi from Manhattan to JFK for the price of a taxi today.Is there a stock about which you once had conviction and then changed your mind?We owned Illumina [ILMN] for a very long time, but consolidated out of it in late 2020. We felt the company was making a strategic mistake by holding its [gene sequencing] price at $1,000 per sequence. That’s a mortal sin in innovation—you have to pass along cost declines to clients so that you can proliferate the technology and enjoy even more cost declines. This has given Pacific Biosciences of California [PACB] a chance to catch up. We sold Illumina and bought as much PacBio as we could.Thanks, Cathie.","news_type":1},"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954925428,"gmtCreate":1675943905564,"gmtModify":1675943909085,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954925428","repostId":"625014561","repostType":1,"repost":{"id":625014561,"gmtCreate":1675941098356,"gmtModify":1675942001985,"author":{"id":"3565667124524617","authorId":"3565667124524617","name":"易简财经","avatar":"https://static.tigerbbs.com/10d5ae6dc346bd910af21643696bfae9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565667124524617","authorIdStr":"3565667124524617"},"themes":[],"title":"破產傳言還沒過，韻達又被罵上熱搜！","htmlText":"近日，韻達快遞配送異常的事引發熱議，有網友反映其包裹中途滯留最長超過一個月。2月8日，韻達方面迴應稱：系年後派送人力緊張導致，企業已在協調配送人力並指導網點招聘。2019年前後，在快遞行業“通達系”的競爭中，韻達從最後的第四名一路追趕，坐穩了老二的寶座，未來可期。但這幾年韻達業績增長乏力：2022年快遞業務收入累計完成10566.7億元，同比增長2.3%，而2021年同期成績單爲17.5%。2022下半年，韻達在半年時間裏關閉了2000多個網點，加上最近配送異常的事情屢次發生，“韻達這是要倒閉了嗎？”的質疑聲傳開。截至2月9日收盤，韻達股份股價報14.73元/股，市值427.50億元，距離2019年最高點已蒸發超350億元。快遞滯留、客服停機、網點**......韻達快遞怎麼了？目前，韻達快遞上了不少網友的“黑名單”。在微博，話題#大量用戶吐槽韻達快遞派送異常#，閱讀量飆升至40萬；在黑貓投訴，韻達近30天的投訴量超過4800條；小紅書上，也能看到近千條的投訴帖文......在網友們的描述中可以得知，韻達快遞的滯留時間最少5天，最長達到30天，還出現了快遞員說送，結果是騙人的情況。除去配送問題，網友們還指出了聯繫韻達人工客服難的情況，“投訴都找不到人工”“打韻達人工客服電話用掉我30分鐘”。此外，韻達快遞丟件的問題也不少。各大社交平臺上一片憤慨之聲，有人直言：韻達，你真的不要太荒謬！實際上，怨念的不只網友。小紅書上有網友曬出與韻達網點人員的聊天記錄，該網點人員稱：實在不好意思，我們集體離職了。此前還有媒體報道稱，1月9日，韻達總部門口非常的熱鬧。幾十家倒閉的網點齊聚總部門口，拉橫幅，訴說自己的遭遇，希望能夠返還不合理的扣款。甚至一些網點已經準備春節期間到桐廬去拉橫幅。韻達和網點的恩怨由來已久。有業內人士指出，韻達只管總部和省區的利潤，2021年抽網點的血太多，網點快受不了。","listText":"近日，韻達快遞配送異常的事引發熱議，有網友反映其包裹中途滯留最長超過一個月。2月8日，韻達方面迴應稱：系年後派送人力緊張導致，企業已在協調配送人力並指導網點招聘。2019年前後，在快遞行業“通達系”的競爭中，韻達從最後的第四名一路追趕，坐穩了老二的寶座，未來可期。但這幾年韻達業績增長乏力：2022年快遞業務收入累計完成10566.7億元，同比增長2.3%，而2021年同期成績單爲17.5%。2022下半年，韻達在半年時間裏關閉了2000多個網點，加上最近配送異常的事情屢次發生，“韻達這是要倒閉了嗎？”的質疑聲傳開。截至2月9日收盤，韻達股份股價報14.73元/股，市值427.50億元，距離2019年最高點已蒸發超350億元。快遞滯留、客服停機、網點**......韻達快遞怎麼了？目前，韻達快遞上了不少網友的“黑名單”。在微博，話題#大量用戶吐槽韻達快遞派送異常#，閱讀量飆升至40萬；在黑貓投訴，韻達近30天的投訴量超過4800條；小紅書上，也能看到近千條的投訴帖文......在網友們的描述中可以得知，韻達快遞的滯留時間最少5天，最長達到30天，還出現了快遞員說送，結果是騙人的情況。除去配送問題，網友們還指出了聯繫韻達人工客服難的情況，“投訴都找不到人工”“打韻達人工客服電話用掉我30分鐘”。此外，韻達快遞丟件的問題也不少。各大社交平臺上一片憤慨之聲，有人直言：韻達，你真的不要太荒謬！實際上，怨念的不只網友。小紅書上有網友曬出與韻達網點人員的聊天記錄，該網點人員稱：實在不好意思，我們集體離職了。此前還有媒體報道稱，1月9日，韻達總部門口非常的熱鬧。幾十家倒閉的網點齊聚總部門口，拉橫幅，訴說自己的遭遇，希望能夠返還不合理的扣款。甚至一些網點已經準備春節期間到桐廬去拉橫幅。韻達和網點的恩怨由來已久。有業內人士指出，韻達只管總部和省區的利潤，2021年抽網點的血太多，網點快受不了。","text":"近日，韻達快遞配送異常的事引發熱議，有網友反映其包裹中途滯留最長超過一個月。2月8日，韻達方面迴應稱：系年後派送人力緊張導致，企業已在協調配送人力並指導網點招聘。2019年前後，在快遞行業“通達系”的競爭中，韻達從最後的第四名一路追趕，坐穩了老二的寶座，未來可期。但這幾年韻達業績增長乏力：2022年快遞業務收入累計完成10566.7億元，同比增長2.3%，而2021年同期成績單爲17.5%。2022下半年，韻達在半年時間裏關閉了2000多個網點，加上最近配送異常的事情屢次發生，“韻達這是要倒閉了嗎？”的質疑聲傳開。截至2月9日收盤，韻達股份股價報14.73元/股，市值427.50億元，距離2019年最高點已蒸發超350億元。快遞滯留、客服停機、網點**......韻達快遞怎麼了？目前，韻達快遞上了不少網友的“黑名單”。在微博，話題#大量用戶吐槽韻達快遞派送異常#，閱讀量飆升至40萬；在黑貓投訴，韻達近30天的投訴量超過4800條；小紅書上，也能看到近千條的投訴帖文......在網友們的描述中可以得知，韻達快遞的滯留時間最少5天，最長達到30天，還出現了快遞員說送，結果是騙人的情況。除去配送問題，網友們還指出了聯繫韻達人工客服難的情況，“投訴都找不到人工”“打韻達人工客服電話用掉我30分鐘”。此外，韻達快遞丟件的問題也不少。各大社交平臺上一片憤慨之聲，有人直言：韻達，你真的不要太荒謬！實際上，怨念的不只網友。小紅書上有網友曬出與韻達網點人員的聊天記錄，該網點人員稱：實在不好意思，我們集體離職了。此前還有媒體報道稱，1月9日，韻達總部門口非常的熱鬧。幾十家倒閉的網點齊聚總部門口，拉橫幅，訴說自己的遭遇，希望能夠返還不合理的扣款。甚至一些網點已經準備春節期間到桐廬去拉橫幅。韻達和網點的恩怨由來已久。有業內人士指出，韻達只管總部和省區的利潤，2021年抽網點的血太多，網點快受不了。","images":[{"img":"https://static.tigerbbs.com/7ce85e97f35a6895dce502c82be1fc21"},{"img":"https://static.tigerbbs.com/3a605f8053c8a42007d3eac1415e0403"},{"img":"https://static.tigerbbs.com/a8474370d6f65a338e54c782f99c5b56"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625014561","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954066078,"gmtCreate":1675849940794,"gmtModify":1675849944214,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954066078","repostId":"9954039218","repostType":1,"repost":{"id":9954039218,"gmtCreate":1675823551434,"gmtModify":1675996505969,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.trad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your strategy for making money on the market(8 Feb)","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards]You will be given&nbsp;100 Tiger Coins according to the quality &amp; original of the post(NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Ti","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards]You will be given&nbsp;100 Tiger Coins according to the quality &amp; original of the post(NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Ti","text":"Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards]You will be given 100 Tiger Coins according to the quality & original of the post(NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given 10 Tiger coins if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Ti","images":[{"img":"https://community-static.tradeup.com/news/804b1f57e1723e838198e2b53a4760cd","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/eb907a032161bfa67d9b672650b7c76f","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/fa441d4bf13ff6b7ad38fd9ad50449eb","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954039218","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954068765,"gmtCreate":1675849883457,"gmtModify":1675849886920,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954068765","repostId":"622701362","repostType":1,"repost":{"id":622701362,"gmtCreate":1675846380000,"gmtModify":1675848111579,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107925732032840","authorIdStr":"4107925732032840"},"themes":[],"title":"李東、張鴻文，被查！","htmlText":"中國基金報&nbsp;江右&nbsp;綜合打虎不停，退休也照樣被查！剛剛，又有兩位被查！國家能源投資集團原黨組成員、副總經理李東被查中央紀委國家監委網站2月8日消息，國家能源投資集團有限責任公司原黨組成員、副總經理李東涉嫌嚴重違紀違法，目前正接受中央紀委國家監委紀律審查和監察調查。&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;（資料圖）公開履歷顯示，李東，男，出生於1960年，工學博士，教授級高級工程師。李東曾任神華集團有限責任公司黨組成員、副總經理，中國神華能源股份有限公司高級副總裁等職，2017年11月任國家能源投資集團有限責任公司副總經理、黨組成員，後卸任，至此番被查。今年1月14日，國家能源集團召開2023年紀檢監察工作會議。會議指出，要推動組織建設更加紮實，打造忠誠乾淨擔當的高素質專業化幹部隊伍，要堅持正確選人用人導向，從嚴管理幹部，增強黨組織政治功能和組織功能。要推動正風肅紀更加從嚴，鍥而不捨落實中央八項規定精神，把糾治形式主義、官僚主義擺在突出位置，繼續糾治享樂主義、奢靡之風，堅持糾“四風”樹新風並舉。要推動“三不腐”機制建設更加深化，堅決打贏反腐敗鬥爭攻堅戰持久戰，在不敢腐上持續加壓，在不能腐上深化拓展，在不想腐上鞏固提升。官網簡介顯示，國家能源集團於2017年11月正式掛牌成立，是由中國國電集團公司和神華集團有限責任公司聯合重組而成的中央骨幹能源企業，是全球規模最大的煤炭生產公司、火力發電公司、風力發電公司和煤制油煤化工公司。國家林業和草原局原總經濟師張鴻文被查據中央紀委國家監委駐自然資源部紀檢監察組、四川省監察委員會消息：國家林業和草原局原總經濟師張鴻文涉嫌嚴重違紀違法，目前正接受中央紀委國家監委駐自然資源部紀檢監察組紀律審查和四川省監察委員會監察調查。（資料圖）張鴻文簡歷顯示，男，漢族，1","listText":"中國基金報&nbsp;江右&nbsp;綜合打虎不停，退休也照樣被查！剛剛，又有兩位被查！國家能源投資集團原黨組成員、副總經理李東被查中央紀委國家監委網站2月8日消息，國家能源投資集團有限責任公司原黨組成員、副總經理李東涉嫌嚴重違紀違法，目前正接受中央紀委國家監委紀律審查和監察調查。&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;（資料圖）公開履歷顯示，李東，男，出生於1960年，工學博士，教授級高級工程師。李東曾任神華集團有限責任公司黨組成員、副總經理，中國神華能源股份有限公司高級副總裁等職，2017年11月任國家能源投資集團有限責任公司副總經理、黨組成員，後卸任，至此番被查。今年1月14日，國家能源集團召開2023年紀檢監察工作會議。會議指出，要推動組織建設更加紮實，打造忠誠乾淨擔當的高素質專業化幹部隊伍，要堅持正確選人用人導向，從嚴管理幹部，增強黨組織政治功能和組織功能。要推動正風肅紀更加從嚴，鍥而不捨落實中央八項規定精神，把糾治形式主義、官僚主義擺在突出位置，繼續糾治享樂主義、奢靡之風，堅持糾“四風”樹新風並舉。要推動“三不腐”機制建設更加深化，堅決打贏反腐敗鬥爭攻堅戰持久戰，在不敢腐上持續加壓，在不能腐上深化拓展，在不想腐上鞏固提升。官網簡介顯示，國家能源集團於2017年11月正式掛牌成立，是由中國國電集團公司和神華集團有限責任公司聯合重組而成的中央骨幹能源企業，是全球規模最大的煤炭生產公司、火力發電公司、風力發電公司和煤制油煤化工公司。國家林業和草原局原總經濟師張鴻文被查據中央紀委國家監委駐自然資源部紀檢監察組、四川省監察委員會消息：國家林業和草原局原總經濟師張鴻文涉嫌嚴重違紀違法，目前正接受中央紀委國家監委駐自然資源部紀檢監察組紀律審查和四川省監察委員會監察調查。（資料圖）張鴻文簡歷顯示，男，漢族，1","text":"中國基金報 江右 綜合打虎不停，退休也照樣被查！剛剛，又有兩位被查！國家能源投資集團原黨組成員、副總經理李東被查中央紀委國家監委網站2月8日消息，國家能源投資集團有限責任公司原黨組成員、副總經理李東涉嫌嚴重違紀違法，目前正接受中央紀委國家監委紀律審查和監察調查。 （資料圖）公開履歷顯示，李東，男，出生於1960年，工學博士，教授級高級工程師。李東曾任神華集團有限責任公司黨組成員、副總經理，中國神華能源股份有限公司高級副總裁等職，2017年11月任國家能源投資集團有限責任公司副總經理、黨組成員，後卸任，至此番被查。今年1月14日，國家能源集團召開2023年紀檢監察工作會議。會議指出，要推動組織建設更加紮實，打造忠誠乾淨擔當的高素質專業化幹部隊伍，要堅持正確選人用人導向，從嚴管理幹部，增強黨組織政治功能和組織功能。要推動正風肅紀更加從嚴，鍥而不捨落實中央八項規定精神，把糾治形式主義、官僚主義擺在突出位置，繼續糾治享樂主義、奢靡之風，堅持糾“四風”樹新風並舉。要推動“三不腐”機制建設更加深化，堅決打贏反腐敗鬥爭攻堅戰持久戰，在不敢腐上持續加壓，在不能腐上深化拓展，在不想腐上鞏固提升。官網簡介顯示，國家能源集團於2017年11月正式掛牌成立，是由中國國電集團公司和神華集團有限責任公司聯合重組而成的中央骨幹能源企業，是全球規模最大的煤炭生產公司、火力發電公司、風力發電公司和煤制油煤化工公司。國家林業和草原局原總經濟師張鴻文被查據中央紀委國家監委駐自然資源部紀檢監察組、四川省監察委員會消息：國家林業和草原局原總經濟師張鴻文涉嫌嚴重違紀違法，目前正接受中央紀委國家監委駐自然資源部紀檢監察組紀律審查和四川省監察委員會監察調查。（資料圖）張鴻文簡歷顯示，男，漢族，1","images":[{"img":"https://static.tigerbbs.com/11945b83272b48769a1c40a3d2476af1","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/8634b1bbcf874c24a6379c90f5e7db30","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/6e7d439b972d4284ac397b96f0f7438b","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622701362","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955765044,"gmtCreate":1675775088688,"gmtModify":1675775092819,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955765044","repostId":"9955457386","repostType":1,"repost":{"id":9955457386,"gmtCreate":1675702932046,"gmtModify":1675703928032,"author":{"id":"4098573842489750","authorId":"4098573842489750","name":"ToughCoyote","avatar":"https://static.tigerbbs.com/58563f63b7e52669e57762bb4ebee968","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098573842489750","authorIdStr":"4098573842489750"},"themes":[],"title":"Baidu is my go trade in realm of ChatGPT..here’s why ","htmlText":"Baidu's <a href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$&nbsp;</a>stock price soared by more than 16% on the past two days, and investors in the secondary market said they were both surprised and panicked. I don't know whether to make a profit for those who have got on the bus ahead of schedule, and those who haven't got on the bus don't know whether to get on the bus in time. What I'm afraid of is a high-level quilt cover. After all, the current stock price has doubled from the October 2022 low. The impact of the news is that on January 30, multi-channel information showed that Baidu was developing an AI dialogue service similar to Chat GPT. Reuters reported that Baidu plans to launch a standalone application of the product in March, and then gradually merge it into search engines. Ob","listText":"Baidu's <a href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$&nbsp;</a>stock price soared by more than 16% on the past two days, and investors in the secondary market said they were both surprised and panicked. I don't know whether to make a profit for those who have got on the bus ahead of schedule, and those who haven't got on the bus don't know whether to get on the bus in time. What I'm afraid of is a high-level quilt cover. After all, the current stock price has doubled from the October 2022 low. The impact of the news is that on January 30, multi-channel information showed that Baidu was developing an AI dialogue service similar to Chat GPT. Reuters reported that Baidu plans to launch a standalone application of the product in March, and then gradually merge it into search engines. Ob","text":"Baidu's $Baidu(BIDU)$ stock price soared by more than 16% on the past two days, and investors in the secondary market said they were both surprised and panicked. I don't know whether to make a profit for those who have got on the bus ahead of schedule, and those who haven't got on the bus don't know whether to get on the bus in time. What I'm afraid of is a high-level quilt cover. After all, the current stock price has doubled from the October 2022 low. The impact of the news is that on January 30, multi-channel information showed that Baidu was developing an AI dialogue service similar to Chat GPT. Reuters reported that Baidu plans to launch a standalone application of the product in March, and then gradually merge it into search engines. Ob","images":[{"img":"https://community-static.tradeup.com/news/43bffc2a90acc93a8790fcf2c5747521","width":"1080","height":"604"},{"img":"https://community-static.tradeup.com/news/ab39e6913fdd750df94fdf8dd775236e","width":"1080","height":"608"},{"img":"https://community-static.tradeup.com/news/a23bbf702aef5731ccad19c6ae14f212","width":"1080","height":"727"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955457386","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952875959,"gmtCreate":1674654129171,"gmtModify":1676538951033,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952875959","repostId":"1186578635","repostType":4,"repost":{"id":"1186578635","kind":"news","pubTimestamp":1674634067,"share":"https://ttm.financial/m/news/1186578635?lang=&edition=fundamental","pubTime":"2023-01-25 16:07","market":"us","language":"en","title":"Wednesday Predictions: 3 Hot Stocks for Tomorrow","url":"https://stock-news.laohu8.com/highlight/detail?id=1186578635","media":"InvestorPlace","summary":"Earnings dominate our hot stocks for tomorrow: Microsoft(MSFT), Boeing(BA) and Tesla(TSLA).Microsoft","content":"<html><head></head><body><ul><li>Earnings dominate our hot stocks for tomorrow: <b>Microsoft</b>(<b><u>MSFT</u></b>), <b>Boeing</b>(<b><u>BA</u></b>) and <b>Tesla</b>(<b><u>TSLA</u></b>).</li><li>Microsoft is the second-largest company in the U.S. and reported its quarterly results after the close on Tuesday.</li><li>Boeing has rallied almost 80% off the low and will report before the open on Wednesday.</li><li>Tesla has been a key focus stock for EV and growth investors and will report after the close on Wednesday.</li></ul><p>As we get into earnings season, the investment calendars are starting to fill up. That has investors wondering what the hot stocks for tomorrow will be.</p><p>While it helps that the Federal Reserve has entered its blackout period, it doesn’t help that we will have a Federal Open Market Committee (FOMC) meeting in early February. That’s when the Fed is forecast to raise interest rates by 25 basis points. That increase could add to the volatility stock investors have been experiencing for the past year.</p><p>Even though earnings began more than a week ago, we’re finally starting to get to the heavy-hitting names as it relates to the consumer, economy and tech.</p><p><b>Netflix</b>(NASDAQ: <b><u>NFLX</u></b>)led the reporting last week for tech, and now Big Tech will be in the spotlight again. Let’s look at the hot stocks for tomorrow — Wednesday, Jan. 25.</p><p><b>Hot Stocks for Tomorrow: Microsoft (MSFT)</b></p><p><b>Microsoft</b>(NASDAQ: <b><u>MSFT</u></b>) is the second-largest company in the U.S. by market capitalization, sporting a market cap of $1.8 trillion. The company reported earnings after the close on Tuesday, so it will be in focus on Wednesday morning.</p><p>Keep in mind that just a few weeks ago, Microsoft stock was on the verge of retesting its 52-week lows. While the market has been trading much better lately, it would be a mistake for investors to completely let their guard down.</p><p>Microsoft recently announced a headcount reduction in its workforce, joining <b>Amazon</b>(NASDAQ: <b><u>AMZN</u></b>) and other big-cap tech stocks. It’s also been in the news following a multi-billion deal with <b>OpenAI</b>, the company behind the artificial intelligence (<b>AI</b>) chatbot, ChatGPT. So investors will want more details on that front.</p><p><b>The Chart:</b> Bulls want to see Microsoft stock clear the $245 to $246 area. That opens the door to the 200-day moving average, then the December high near $264. On the downside, they want the stock to hold the $235 to $230 area. Below that zone opens the door to the 200-week moving average and uptrend support.</p><p><b>Boeing (BA)</b></p><p><b>Boeing</b>(NYSE: <b><u>BA</u></b>) will report earnings before the opening on Wednesday. This stock became well-known for the implosion it endured following the Covid-19 pandemic. Shares had already been struggling from an incident with its 737 MAX aircraft in the first quarter of 2019. A year later, a global pandemic would send the stock into a tailspin.</p><p>Over a few weeks, shares lost 73% of their value from the 2020 high down to the 2020 low. From the all-time high, Boeing stock was down close to 80%.</p><p>As recently as October, Boeing stock was on the verge of taking out its 2022 low. However, it was able to reverse and go on a six-week rally. Before last week’s decline, Boeing had climbed in 13 of the past 15 weeks, rallying 79% in the process. Does that set the bar pretty high for earnings?</p><p>We’re at an interesting point in the economic cycle. On the one hand, fears of a recession are looming in the not-too-distant future. On the other hand, we just heard from <b>Delta Air Lines</b>(NYSE: <b><u>DAL</u></b>), <b>United Airlines</b>(NASDAQ: <b><u>UAL</u></b>) and others that air traffic demand is robust. Then you toss in defense spending, and Boeing certainly has some potential catalysts.</p><p>The one question is, how high has the bar gotten after the stock’s massive rally?</p><p><b>The Chart:</b> Keep an eye on recent resistance near $215. Above that opens the door up to the $225 to $227 zone. On the downside, bulls want to see Boeing hold the rising 10-week moving average. Below that technically opens the door to the $170 to $180 zone.</p><p><b>Tesla (TSLA)</b></p><p>Call it a tech company, call it an automaker… call <b>Tesla</b>(NASDAQ: <b><u>TSLA</u></b>) whatever you want, but it will be in focus after the close on Wednesday when it reports its fourth-quarter results.</p><p>This stock has become extremely volatile over the past few months, and all eyes will be on Tesla and Elon Musk on Wednesday. Shares fell more than 67% from the August high to the recent low, while logging five-straight down months. From its all-time high, shares suffered a peak-to-trough loss of 75%.</p><p>Despite record fourth-quarter deliveries and strong forecasts for 2023, Tesla stock has still struggled, although it’s been rebounding nicely, up more than 40% from the recent low.</p><p><b>The Chart:</b> On the upside, the $150 to $155 area is massive. If the bulls can reclaim it, it could open the door back up to $200. Otherwise, this area may act as resistance in the intermediate future. On the downside, bulls want to see Tesla stock hold the $120 to $125 zone.</p></body></html>","source":"investorplace","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>Wednesday Predictions: 3 Hot Stocks for Tomorrow</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\">\nWednesday Predictions: 3 Hot Stocks for Tomorrow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 16:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/wednesday-predictions-3-hot-stocks-for-tomorrow-2/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings dominate our hot stocks for tomorrow: Microsoft(MSFT), Boeing(BA) and Tesla(TSLA).Microsoft is the second-largest company in the U.S. and reported its quarterly results after the close on ...</p>\n\n<a href=\"https://investorplace.com/2023/01/wednesday-predictions-3-hot-stocks-for-tomorrow-2/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","TSLA":"特斯拉","BA":"波音"},"source_url":"https://investorplace.com/2023/01/wednesday-predictions-3-hot-stocks-for-tomorrow-2/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186578635","content_text":"Earnings dominate our hot stocks for tomorrow: Microsoft(MSFT), Boeing(BA) and Tesla(TSLA).Microsoft is the second-largest company in the U.S. and reported its quarterly results after the close on Tuesday.Boeing has rallied almost 80% off the low and will report before the open on Wednesday.Tesla has been a key focus stock for EV and growth investors and will report after the close on Wednesday.As we get into earnings season, the investment calendars are starting to fill up. That has investors wondering what the hot stocks for tomorrow will be.While it helps that the Federal Reserve has entered its blackout period, it doesn’t help that we will have a Federal Open Market Committee (FOMC) meeting in early February. That’s when the Fed is forecast to raise interest rates by 25 basis points. That increase could add to the volatility stock investors have been experiencing for the past year.Even though earnings began more than a week ago, we’re finally starting to get to the heavy-hitting names as it relates to the consumer, economy and tech.Netflix(NASDAQ: NFLX)led the reporting last week for tech, and now Big Tech will be in the spotlight again. Let’s look at the hot stocks for tomorrow — Wednesday, Jan. 25.Hot Stocks for Tomorrow: Microsoft (MSFT)Microsoft(NASDAQ: MSFT) is the second-largest company in the U.S. by market capitalization, sporting a market cap of $1.8 trillion. The company reported earnings after the close on Tuesday, so it will be in focus on Wednesday morning.Keep in mind that just a few weeks ago, Microsoft stock was on the verge of retesting its 52-week lows. While the market has been trading much better lately, it would be a mistake for investors to completely let their guard down.Microsoft recently announced a headcount reduction in its workforce, joining Amazon(NASDAQ: AMZN) and other big-cap tech stocks. It’s also been in the news following a multi-billion deal with OpenAI, the company behind the artificial intelligence (AI) chatbot, ChatGPT. So investors will want more details on that front.The Chart: Bulls want to see Microsoft stock clear the $245 to $246 area. That opens the door to the 200-day moving average, then the December high near $264. On the downside, they want the stock to hold the $235 to $230 area. Below that zone opens the door to the 200-week moving average and uptrend support.Boeing (BA)Boeing(NYSE: BA) will report earnings before the opening on Wednesday. This stock became well-known for the implosion it endured following the Covid-19 pandemic. Shares had already been struggling from an incident with its 737 MAX aircraft in the first quarter of 2019. A year later, a global pandemic would send the stock into a tailspin.Over a few weeks, shares lost 73% of their value from the 2020 high down to the 2020 low. From the all-time high, Boeing stock was down close to 80%.As recently as October, Boeing stock was on the verge of taking out its 2022 low. However, it was able to reverse and go on a six-week rally. Before last week’s decline, Boeing had climbed in 13 of the past 15 weeks, rallying 79% in the process. Does that set the bar pretty high for earnings?We’re at an interesting point in the economic cycle. On the one hand, fears of a recession are looming in the not-too-distant future. On the other hand, we just heard from Delta Air Lines(NYSE: DAL), United Airlines(NASDAQ: UAL) and others that air traffic demand is robust. Then you toss in defense spending, and Boeing certainly has some potential catalysts.The one question is, how high has the bar gotten after the stock’s massive rally?The Chart: Keep an eye on recent resistance near $215. Above that opens the door up to the $225 to $227 zone. On the downside, bulls want to see Boeing hold the rising 10-week moving average. Below that technically opens the door to the $170 to $180 zone.Tesla (TSLA)Call it a tech company, call it an automaker… call Tesla(NASDAQ: TSLA) whatever you want, but it will be in focus after the close on Wednesday when it reports its fourth-quarter results.This stock has become extremely volatile over the past few months, and all eyes will be on Tesla and Elon Musk on Wednesday. Shares fell more than 67% from the August high to the recent low, while logging five-straight down months. From its all-time high, shares suffered a peak-to-trough loss of 75%.Despite record fourth-quarter deliveries and strong forecasts for 2023, Tesla stock has still struggled, although it’s been rebounding nicely, up more than 40% from the recent low.The Chart: On the upside, the $150 to $155 area is massive. If the bulls can reclaim it, it could open the door back up to $200. Otherwise, this area may act as resistance in the intermediate future. On the downside, bulls want to see Tesla stock hold the $120 to $125 zone.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952875056,"gmtCreate":1674654114376,"gmtModify":1676538951025,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952875056","repostId":"1184775623","repostType":4,"repost":{"id":"1184775623","kind":"news","pubTimestamp":1674635569,"share":"https://ttm.financial/m/news/1184775623?lang=&edition=fundamental","pubTime":"2023-01-25 16:32","market":"us","language":"en","title":"Stock Market Crash Alert: Mark Your Calendars for Jan. 27","url":"https://stock-news.laohu8.com/highlight/detail?id=1184775623","media":"InvestorPlace","summary":"Stock market crash fears are ramping up ahead of Friday’s Personal Consumption Expenditures (PCE) re","content":"<html><head></head><body><ul><li>Stock market crash fears are ramping up ahead of Friday’s Personal Consumption Expenditures (PCE) report.</li><li>The inflation report is the last major economic data release before the Federal Reserve’s Feb. 1 Federal Open Market Committee (FOMC) meeting.</li><li>Should the PCE show easing inflation, the markets may yet rally, while rising prices will likely prompt a selloff.</li></ul><p>Fears of an impending stock market crash are running hot ahead of Friday’s Personal Consumption Expenditures report (PCE). In the midst of earnings season, the Jan. 27 inflation index may prove the biggest market mover. What do you need to know about this week’s PCE?</p><p>Well, the PCE has long been considered the Federal Reserve’s preferred inflation metric. As such, Friday’s data release will likely inform the Fed’s Feb 1. rate hike decision. Depending on the report, the Fed may opt to make some surprising changes to its anticipated tightening schedule.</p><p>Indeed, the central bank is predicted to go ahead with a quarter-point federal funds rate increase at its upcoming meeting. Some analysts believe it may be the final rate hike for the foreseeable future in the face of easing prices and rampant recession projections. In that regard, the upcoming PCE will provide some much-needed insight into the Fed’s game plan for 2023.</p><p>If you recall, in mid-December, the Fed released its updated economic projections for 2023. In the report, the central bank revealed that it now expects core PCE (excluding food and energy) to finish the year at 3.5%, above its target rate of 2%.</p><p>What does Friday’s PCE report mean for the stock market?</p><p><b>PCE Report Reignites Stock Market Crash Concerns</b></p><p>Friday’s PCE may ignite some notable shifts in the stock market. Especially early in the year, economic developments will likely set the narrative for the stock market going forward.</p><p>Not for nothing, for most of 2022, economic indicators proved major catalysts for equity markets. So far, that has still been the case in the new year.</p><p>The PCE will come as something of a reaffirmation of the December Consumer Price Index (CPI) report, which was released earlier in January. In the report, prices were shown to have fallen 0.1% month-over-month, representing a 6.5% yearly increase, including a 5.7% jump in core inflation.</p><p>The relatively promising CPI sparked an optimistic stock market response. Most major indices climbed a bit less than 1% on the CPI release, including the <b>Nasdaq Composite</b>, which enjoyed its first five-day climb since July off the back of the inflation data.</p><p>Friday’s PCE will also serve to validate previous deflationary trends. Prices have been on a notable downward trend lately across most price indexes, despite some holdouts.</p><p>Fed Vice ChairLael Brainardsaid the following earlier this month:</p><blockquote>“Core PCE inflation is running at a 3.1 percent annualized pace on a 3-month basis—below its 3.8 percent reading on a 6-month basis and 4.5 percent on a 12-month basis […] In that regard, housing services inflation remains stubbornly high at 8.8 percent on a 3-month basis—compared with 7.7 percent on a 12-month basis. Housing services are making an annualized contribution to core PCE that is more than double their contribution before the pandemic.”</blockquote></body></html>","source":"investorplace","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>Stock Market Crash Alert: Mark Your Calendars for Jan. 27</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\">\nStock Market Crash Alert: Mark Your Calendars for Jan. 27\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/stock-market-crash-alert-mark-your-calendars-for-jan-27/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock market crash fears are ramping up ahead of Friday’s Personal Consumption Expenditures (PCE) report.The inflation report is the last major economic data release before the Federal Reserve’s Feb. ...</p>\n\n<a href=\"https://investorplace.com/2023/01/stock-market-crash-alert-mark-your-calendars-for-jan-27/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2023/01/stock-market-crash-alert-mark-your-calendars-for-jan-27/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184775623","content_text":"Stock market crash fears are ramping up ahead of Friday’s Personal Consumption Expenditures (PCE) report.The inflation report is the last major economic data release before the Federal Reserve’s Feb. 1 Federal Open Market Committee (FOMC) meeting.Should the PCE show easing inflation, the markets may yet rally, while rising prices will likely prompt a selloff.Fears of an impending stock market crash are running hot ahead of Friday’s Personal Consumption Expenditures report (PCE). In the midst of earnings season, the Jan. 27 inflation index may prove the biggest market mover. What do you need to know about this week’s PCE?Well, the PCE has long been considered the Federal Reserve’s preferred inflation metric. As such, Friday’s data release will likely inform the Fed’s Feb 1. rate hike decision. Depending on the report, the Fed may opt to make some surprising changes to its anticipated tightening schedule.Indeed, the central bank is predicted to go ahead with a quarter-point federal funds rate increase at its upcoming meeting. Some analysts believe it may be the final rate hike for the foreseeable future in the face of easing prices and rampant recession projections. In that regard, the upcoming PCE will provide some much-needed insight into the Fed’s game plan for 2023.If you recall, in mid-December, the Fed released its updated economic projections for 2023. In the report, the central bank revealed that it now expects core PCE (excluding food and energy) to finish the year at 3.5%, above its target rate of 2%.What does Friday’s PCE report mean for the stock market?PCE Report Reignites Stock Market Crash ConcernsFriday’s PCE may ignite some notable shifts in the stock market. Especially early in the year, economic developments will likely set the narrative for the stock market going forward.Not for nothing, for most of 2022, economic indicators proved major catalysts for equity markets. So far, that has still been the case in the new year.The PCE will come as something of a reaffirmation of the December Consumer Price Index (CPI) report, which was released earlier in January. In the report, prices were shown to have fallen 0.1% month-over-month, representing a 6.5% yearly increase, including a 5.7% jump in core inflation.The relatively promising CPI sparked an optimistic stock market response. Most major indices climbed a bit less than 1% on the CPI release, including the Nasdaq Composite, which enjoyed its first five-day climb since July off the back of the inflation data.Friday’s PCE will also serve to validate previous deflationary trends. Prices have been on a notable downward trend lately across most price indexes, despite some holdouts.Fed Vice ChairLael Brainardsaid the following earlier this month:“Core PCE inflation is running at a 3.1 percent annualized pace on a 3-month basis—below its 3.8 percent reading on a 6-month basis and 4.5 percent on a 12-month basis […] In that regard, housing services inflation remains stubbornly high at 8.8 percent on a 3-month basis—compared with 7.7 percent on a 12-month basis. Housing services are making an annualized contribution to core PCE that is more than double their contribution before the pandemic.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952872750,"gmtCreate":1674654069470,"gmtModify":1676538951025,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952872750","repostId":"1183726369","repostType":4,"repost":{"id":"1183726369","kind":"news","pubTimestamp":1674644063,"share":"https://ttm.financial/m/news/1183726369?lang=&edition=fundamental","pubTime":"2023-01-25 18:54","market":"us","language":"en","title":"Google Layoffs Won’t Save GOOG Stock in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1183726369","media":"InvestorPlace","summary":"On Jan. 20, Google parent Alphabet(GOOG, GOOGL) announced plans to lay off a total of 12,000 employe","content":"<html><head></head><body><ul><li>On Jan. 20, <b>Google</b> parent <b>Alphabet</b>(<b>GOOG</b>, <b><u>GOOGL</u></b>) announced plans to lay off a total of 12,000 employees.</li><li>This move will result in cost savings, but not as significant as you think.</li><li>Furthermore, this move alone will not solve the biggest issue currently at hand with GOOG stock.</li></ul><p>On Jan. 20, <b>Alphabet</b>(NASDAQ: <b><u>GOOG</u></b>, NASDAQ: <b><u>GOOGL</u></b>) followed the lead of its big tech peers, by announcing large-scale layoffs. While unfortunate for the 12,000 employees now out of work, the question for investors is what it means for GOOG stock going forward.</p><p>Following this news, shares in the <b>Google</b> parent have rallied, yet it’s possible that investors are overestimating the potential improvements to profitability resulting from this downsizing.</p><p>Furthermore, these layoffs alone will not resolve the biggest issues at hand with the company: growing competition across all of its business segments.</p><p>Although these cuts could make the company a “leaner and meaner” enterprise, only time will tell whether management’s new direction will help reverse some concerning trends.</p><p>With this, let’s dive into the latest layoff news with the company, and see why it’s not yet time to rush into the stock.</p><p><b>GOOG Stock: Limited Benefit from Layoffs</b></p><p>Besides hopping on the bandwagon with other big tech giants with these layoffs, the company also appears to be taking heed of suggestions presented to management last fall by an activist investor.</p><p>As you may recall from my past articles on GOOG stock, <b>TCI Fund Management</b> has pushed for aggressive cost reductions, alongside other measures, to maximize shareholder value. Laying off 6% of Alphabet’s highly compensated workforce may seem like a move that will really have an impact on the bottom line.</p><p>Yet when you run the numbers, the impact is actually quite limited.</p><p>Per estimates from one sell-side analyst (Bernstein’s Mark Shmulik), the job cuts will produce annual cost savings of between$2.5 billion and $3 billion. A large sum for sure, yet it’s a relatively small amount given that this company has reported around $67 billion in net income over the past twelve months.</p><p>In short, while these layoffs may be making major headlines, the financial benefit to GOOG may be merely a drop in the bucket. Meanwhile, while the layoff news did hint at another strategic plan from management, only time will tell whether this will help the company take on rising competition.</p><p><b>Could an AI Launch Change the Situation?</b></p><p>Alphabet is facing competitive pressures from all sides. Competition from <b>Amazon</b>(NASDAQ: <b>AMZN</b>) and <b>Microsoft</b>(NASDAQ: <b>MSFT</b>) has been a major headwind when it comes to the company’s efforts to grow the market share of its Google Cloud unit.</p><p>Competition is also having a serious impact on the performance of Alphabet’s <b>YouTube</b> unit. <b>TikTok</b> is grabbing an increasing share of eyeballs (and advertising dollars) from the popular video-sharing platform.</p><p>But the biggest emerging threat for the company, and by extension, GOOG stock, is Microsoft’s growing relationship with <b>OpenAI</b>.</p><p>OpenAI is the developer of ChatGPT, the artificial intelligence (or AI) chatbot that’s been making headlines recently. Microsoft may be looking to utilize OpenAI’s disruptive technology, in order to usurp the Search crown from Google.</p><p>Admittedly, management may have something in the works to tackle this potential challenge.</p><p>According to <i>Reuters</i>, two sources connected to Alphabet have stated that the company has been working on a“major AI launch, ”expected to take place this spring. This launch may provide a clearer picture on how the company plans to maintain its search market dominance.</p><p>However, it’s best to wait and see for further developments regarding the company’s next big AI move.</p><p><b>Bottom Line on GOOG</b></p><p>Alphabet’s latest round of layoffs is a step in the right direction. At the same time, though, it’s not enough to dramatically change the story for GOOG shares.</p><p>The cost savings from reducing its headcount will have only a modest impact on Alphabet’s bottom line.</p><p>Based on some other recent headlines, CEO Sundar Pichai and his team may be on the verge of unveiling new innovations and/or a concrete plan, to keep would-be search competitors like Microsoft at bay.</p><p>Yet until talk of an “AI launch” moves beyond the rumor mill, I wouldn’t buy the stock on the hopes that these rumors prove true.</p><p>Despite spiking on the layoff news, it’s too soon to say a recovery for GOOG stock is starting to take shape. Continue to take a “wait and see” approach.</p><p>GOOG stock earns a D rating in <i>Portfolio Grader</i>.</p></body></html>","source":"investorplace","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>Google Layoffs Won’t Save GOOG Stock in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle Layoffs Won’t Save GOOG Stock in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 18:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/01/google-layoffs-wont-save-goog-stock-in-2023/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On Jan. 20, Google parent Alphabet(GOOG, GOOGL) announced plans to lay off a total of 12,000 employees.This move will result in cost savings, but not as significant as you think.Furthermore, this move...</p>\n\n<a href=\"https://investorplace.com/market360/2023/01/google-layoffs-wont-save-goog-stock-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://investorplace.com/market360/2023/01/google-layoffs-wont-save-goog-stock-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183726369","content_text":"On Jan. 20, Google parent Alphabet(GOOG, GOOGL) announced plans to lay off a total of 12,000 employees.This move will result in cost savings, but not as significant as you think.Furthermore, this move alone will not solve the biggest issue currently at hand with GOOG stock.On Jan. 20, Alphabet(NASDAQ: GOOG, NASDAQ: GOOGL) followed the lead of its big tech peers, by announcing large-scale layoffs. While unfortunate for the 12,000 employees now out of work, the question for investors is what it means for GOOG stock going forward.Following this news, shares in the Google parent have rallied, yet it’s possible that investors are overestimating the potential improvements to profitability resulting from this downsizing.Furthermore, these layoffs alone will not resolve the biggest issues at hand with the company: growing competition across all of its business segments.Although these cuts could make the company a “leaner and meaner” enterprise, only time will tell whether management’s new direction will help reverse some concerning trends.With this, let’s dive into the latest layoff news with the company, and see why it’s not yet time to rush into the stock.GOOG Stock: Limited Benefit from LayoffsBesides hopping on the bandwagon with other big tech giants with these layoffs, the company also appears to be taking heed of suggestions presented to management last fall by an activist investor.As you may recall from my past articles on GOOG stock, TCI Fund Management has pushed for aggressive cost reductions, alongside other measures, to maximize shareholder value. Laying off 6% of Alphabet’s highly compensated workforce may seem like a move that will really have an impact on the bottom line.Yet when you run the numbers, the impact is actually quite limited.Per estimates from one sell-side analyst (Bernstein’s Mark Shmulik), the job cuts will produce annual cost savings of between$2.5 billion and $3 billion. A large sum for sure, yet it’s a relatively small amount given that this company has reported around $67 billion in net income over the past twelve months.In short, while these layoffs may be making major headlines, the financial benefit to GOOG may be merely a drop in the bucket. Meanwhile, while the layoff news did hint at another strategic plan from management, only time will tell whether this will help the company take on rising competition.Could an AI Launch Change the Situation?Alphabet is facing competitive pressures from all sides. Competition from Amazon(NASDAQ: AMZN) and Microsoft(NASDAQ: MSFT) has been a major headwind when it comes to the company’s efforts to grow the market share of its Google Cloud unit.Competition is also having a serious impact on the performance of Alphabet’s YouTube unit. TikTok is grabbing an increasing share of eyeballs (and advertising dollars) from the popular video-sharing platform.But the biggest emerging threat for the company, and by extension, GOOG stock, is Microsoft’s growing relationship with OpenAI.OpenAI is the developer of ChatGPT, the artificial intelligence (or AI) chatbot that’s been making headlines recently. Microsoft may be looking to utilize OpenAI’s disruptive technology, in order to usurp the Search crown from Google.Admittedly, management may have something in the works to tackle this potential challenge.According to Reuters, two sources connected to Alphabet have stated that the company has been working on a“major AI launch, ”expected to take place this spring. This launch may provide a clearer picture on how the company plans to maintain its search market dominance.However, it’s best to wait and see for further developments regarding the company’s next big AI move.Bottom Line on GOOGAlphabet’s latest round of layoffs is a step in the right direction. At the same time, though, it’s not enough to dramatically change the story for GOOG shares.The cost savings from reducing its headcount will have only a modest impact on Alphabet’s bottom line.Based on some other recent headlines, CEO Sundar Pichai and his team may be on the verge of unveiling new innovations and/or a concrete plan, to keep would-be search competitors like Microsoft at bay.Yet until talk of an “AI launch” moves beyond the rumor mill, I wouldn’t buy the stock on the hopes that these rumors prove true.Despite spiking on the layoff news, it’s too soon to say a recovery for GOOG stock is starting to take shape. Continue to take a “wait and see” approach.GOOG stock earns a D rating in Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952872520,"gmtCreate":1674654041460,"gmtModify":1676538951017,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Tes","listText":"Tes","text":"Tes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952872520","repostId":"2306177387","repostType":4,"repost":{"id":"2306177387","kind":"highlight","pubTimestamp":1674647730,"share":"https://ttm.financial/m/news/2306177387?lang=&edition=fundamental","pubTime":"2023-01-25 19:55","market":"sg","language":"en","title":"NIO: 50% Growth In The Cards","url":"https://stock-news.laohu8.com/highlight/detail?id=2306177387","media":"Seekingalpha","summary":"NIO (NYSE:NIO) ended FY22 with 122,486 deliveries after two record months in November and December c","content":"<html><head></head><body><p>NIO (NYSE:NIO) ended FY22 with 122,486 deliveries after two record months in November and December combined for nearly 30,000 units -- an annual 180,000 unit run rate. Looking ahead for 2023, differing EV market forecasts for China offer a bit of uncertainty around consumer demand and overall market growth, but the pieces are in place for NIO to potentially record 50% or higher delivery growth should demand remain firm for its models and production and covid-19 related headwinds ease.</p><h2>Chinese EV Market Outlook</h2><p>Forecasts for growth for the world&#39;s largest EV market offer some differing views for where the industry will end in 2023 -- the China Passenger Car Association is expecting growth of around 2.0 million vehicles to reach 8.5 million sales for the year, about 31% growth.</p><p>Other forecasts for growth suggest slightly lower growth to 8.4 million units on the basis that the EV &#34;market is set to lose steam in 2023 as Beijing phases out cash subsidies and consumers shy away from big-ticket items over concerns about a gloomy economy.&#34; Subsidies phasing out could represent a major headwind to the market should consumer demand cut back as vehicles become relatively more expensive.</p><p>However, forecasts from UBS are suggesting &#34;that passenger NEV sales would reach 8.8 million units in 2023, accounting for 38 percent of total passenger vehicle sales.&#34; This forecast sits about 4% higher than the CPCA&#39;s 8.5 million projection, seeing the renewed growth coming as &#34;consumer confidence is restored and vehicle makers vie to launch new models.&#34;</p><p>So the main takeaway here is that the industry is widely projected to record at minimum 30% growth, to at least 8.3 million units, potentially up to 8.8 million or 8.9 million in upside forecasts.</p><p>Major Chinese OEMs are also targeting significant growth during 2023 -- Great Wall Motor (OTCPK:GWLLY) is aiming to launch 10 NEV models during the year to boost growth, Geely-backed Zeekr wants to double sales in 2023 to over 140,000 units, and Mercedes-Benz (OTCPK:MBGYY) is launching six models in the nation. For NIO, the question now circles back to growth -- will another ~30% y/y growth rate in deliveries be strong enough? Should Zeekr hit targets, it will be just 10k to 15k units shy of NIO with only two models, barely two years after launching sales -- this scenario would likely reflect poorly on NIO as it struggles against competitive pressure.</p><h2>Q4 Deliveries Hit A New High</h2><p>A very strong end to 2022 helped NIO reach new highs for Q4&#39;s deliveries, totaling 40,052 vehicles, +60% y/y. Q4 marked two consecutive quarters of greater that 26% sequential growth after Q3 broke past a 26k/quarter ceiling.</p><p>Essentially, NIO has quickly ramped up its average delivery run rate from around 8.5k per month up to 15k per month by the end of Q4, with November and December combining for just under 30k deliveries. However, maintaining this run rate is unlikely for the initial half of Q1 due to impacts from Lunar New Year affecting production and demand.</p><p></p><p><img src=\"https://static.tigerbbs.com/ef4f4031ffca0427f1cee4090a4aa5d4\" tg-width=\"603\" tg-height=\"378\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author calculations</p><p>The above graph shows NIO&#39;s quarterly delivery totals [blue] alongside sequential quarterly growth rates [orange] from Q2 2020 to the end of 2022. What&#39;s noticeable here is that sequential growth rates have picked back up towards late 2020&#39;s levels, bouncing off a decline in Q2 &#39;22 after NIO had struggled for multiple quarters showing less than 5% sequential growth.</p><p>Resumption of ~26% q/q growth rates is a strong positive for shares moving forward, because it represents near-exponential scalability -- a 26% q/q rate for each quarter in FY23 would land at 293k units, or 140% y/y growth. Reining that in to a more manageable ~11% average sequential rate would project deliveries at 210k for FY23, or ~72% y/y growth. Reaching 72% y/y growth for 2023 would be a major accomplishment and a major recovery from 2022&#39;s 34% growth.</p><h2>Deliveries By Vehicle: A Red Flag?</h2><p>For the first time in December, sedan deliveries overtook SUV deliveries, with over 2.1k more sedans delivered during the month as SUVs dropped. Sedan deliveries have recorded a fifth straight month of growth, with a trajectory easily suggesting NIO could ramp above 10k/month rate during the early stages of FY23.</p><p>However, the delivery breakdown by vehicle is raising some red flags about growth possibilities -- NIO is heavily reliant on its newest models, the ET5 and ET7 (ES7) for growth.</p><p></p><p><img src=\"https://static.tigerbbs.com/3d10dc98ef01ae3aacd2569e7e177b93\" tg-width=\"546\" tg-height=\"368\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author calculations</p><p>Looking deeper into NIO&#39;s deliveries shows that ET5 contributed 48% of December&#39;s total deliveries, while the ET5 and ES7 [EL7] combined for over 74% of that total. Demand for the ET5 has been particularly high -- the model scaled from 221 units in September to nearly 7,600 by December, NIO&#39;s fastest ramp of its newest models.</p><p>This suggests that NIO is extremely concentrated and extremely reliant on these two new models to drive growth -- either demand for NIO&#39;s five older models has fallen substantially, or production has been reallocated to prioritize the two new models.</p><p>From a growth standpoint, the former would be a huge negative for NIO -- as rivals aim to turbocharge growth in 2023, demand destruction for NIO&#39;s long-standing models points to a more challenging growth picture with more EV models hitting the market. The latter scenario is not necessarily a positive or a negative, rather it offers a glimpse into how NIO could allocate production with up to five new models launched as capacity expands towards 30k/month.</p><h2>2023 Outlook</h2><p>Effectively handling industry headwinds and keeping fairly consistent production through the year (unlike April and Q3 2022) could put NIO on track to record 180k to 195k vehicles, or &gt;50% y/y growth, for FY23. Capacity certainly supports such growth, as NeoPark&#39;s operations should provide the ability to reach a 20,000 to 25,000 units/month run rate. A five-year agreement with CATL will provide the necessary battery supply to support such growth.</p><p>Financially, there&#39;s still room to improve -- vehicle margins dipped slightly q/q in Q3 while gross margin rose slightly. Net losses widened 50.2% q/q as operating expenses, particularly R&amp;D, jumped. EBITDA is moving farther into the red, with Q3 posting negative $484 million EBITDA compared to Q1 2021&#39;s negative $5.2 million.</p><p>With break-evens still far from view, as gross margin has fallen 700 bp y/y as of Q3 while operating expenses continue to rise, upside may be limited through FY23 even as deliveries are projected to rise 50% or more. At an initial revenue estimate of $13.8 billion and 3x EV/revenue multiple for FY23, shares could find meaningful upside to $27 should NIO execute accordingly and scale deliveries to 180,000 units or above, while also reversing a trend of growing losses.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: 50% Growth In The Cards</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\">\nNIO: 50% Growth In The Cards\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 19:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4572174-nio-stock-50-percent-growth-expected-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO (NYSE:NIO) ended FY22 with 122,486 deliveries after two record months in November and December combined for nearly 30,000 units -- an annual 180,000 unit run rate. Looking ahead for 2023, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4572174-nio-stock-50-percent-growth-expected-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4572174-nio-stock-50-percent-growth-expected-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306177387","content_text":"NIO (NYSE:NIO) ended FY22 with 122,486 deliveries after two record months in November and December combined for nearly 30,000 units -- an annual 180,000 unit run rate. Looking ahead for 2023, differing EV market forecasts for China offer a bit of uncertainty around consumer demand and overall market growth, but the pieces are in place for NIO to potentially record 50% or higher delivery growth should demand remain firm for its models and production and covid-19 related headwinds ease.Chinese EV Market OutlookForecasts for growth for the world's largest EV market offer some differing views for where the industry will end in 2023 -- the China Passenger Car Association is expecting growth of around 2.0 million vehicles to reach 8.5 million sales for the year, about 31% growth.Other forecasts for growth suggest slightly lower growth to 8.4 million units on the basis that the EV \"market is set to lose steam in 2023 as Beijing phases out cash subsidies and consumers shy away from big-ticket items over concerns about a gloomy economy.\" Subsidies phasing out could represent a major headwind to the market should consumer demand cut back as vehicles become relatively more expensive.However, forecasts from UBS are suggesting \"that passenger NEV sales would reach 8.8 million units in 2023, accounting for 38 percent of total passenger vehicle sales.\" This forecast sits about 4% higher than the CPCA's 8.5 million projection, seeing the renewed growth coming as \"consumer confidence is restored and vehicle makers vie to launch new models.\"So the main takeaway here is that the industry is widely projected to record at minimum 30% growth, to at least 8.3 million units, potentially up to 8.8 million or 8.9 million in upside forecasts.Major Chinese OEMs are also targeting significant growth during 2023 -- Great Wall Motor (OTCPK:GWLLY) is aiming to launch 10 NEV models during the year to boost growth, Geely-backed Zeekr wants to double sales in 2023 to over 140,000 units, and Mercedes-Benz (OTCPK:MBGYY) is launching six models in the nation. For NIO, the question now circles back to growth -- will another ~30% y/y growth rate in deliveries be strong enough? Should Zeekr hit targets, it will be just 10k to 15k units shy of NIO with only two models, barely two years after launching sales -- this scenario would likely reflect poorly on NIO as it struggles against competitive pressure.Q4 Deliveries Hit A New HighA very strong end to 2022 helped NIO reach new highs for Q4's deliveries, totaling 40,052 vehicles, +60% y/y. Q4 marked two consecutive quarters of greater that 26% sequential growth after Q3 broke past a 26k/quarter ceiling.Essentially, NIO has quickly ramped up its average delivery run rate from around 8.5k per month up to 15k per month by the end of Q4, with November and December combining for just under 30k deliveries. However, maintaining this run rate is unlikely for the initial half of Q1 due to impacts from Lunar New Year affecting production and demand.Author calculationsThe above graph shows NIO's quarterly delivery totals [blue] alongside sequential quarterly growth rates [orange] from Q2 2020 to the end of 2022. What's noticeable here is that sequential growth rates have picked back up towards late 2020's levels, bouncing off a decline in Q2 '22 after NIO had struggled for multiple quarters showing less than 5% sequential growth.Resumption of ~26% q/q growth rates is a strong positive for shares moving forward, because it represents near-exponential scalability -- a 26% q/q rate for each quarter in FY23 would land at 293k units, or 140% y/y growth. Reining that in to a more manageable ~11% average sequential rate would project deliveries at 210k for FY23, or ~72% y/y growth. Reaching 72% y/y growth for 2023 would be a major accomplishment and a major recovery from 2022's 34% growth.Deliveries By Vehicle: A Red Flag?For the first time in December, sedan deliveries overtook SUV deliveries, with over 2.1k more sedans delivered during the month as SUVs dropped. Sedan deliveries have recorded a fifth straight month of growth, with a trajectory easily suggesting NIO could ramp above 10k/month rate during the early stages of FY23.However, the delivery breakdown by vehicle is raising some red flags about growth possibilities -- NIO is heavily reliant on its newest models, the ET5 and ET7 (ES7) for growth.Author calculationsLooking deeper into NIO's deliveries shows that ET5 contributed 48% of December's total deliveries, while the ET5 and ES7 [EL7] combined for over 74% of that total. Demand for the ET5 has been particularly high -- the model scaled from 221 units in September to nearly 7,600 by December, NIO's fastest ramp of its newest models.This suggests that NIO is extremely concentrated and extremely reliant on these two new models to drive growth -- either demand for NIO's five older models has fallen substantially, or production has been reallocated to prioritize the two new models.From a growth standpoint, the former would be a huge negative for NIO -- as rivals aim to turbocharge growth in 2023, demand destruction for NIO's long-standing models points to a more challenging growth picture with more EV models hitting the market. The latter scenario is not necessarily a positive or a negative, rather it offers a glimpse into how NIO could allocate production with up to five new models launched as capacity expands towards 30k/month.2023 OutlookEffectively handling industry headwinds and keeping fairly consistent production through the year (unlike April and Q3 2022) could put NIO on track to record 180k to 195k vehicles, or >50% y/y growth, for FY23. Capacity certainly supports such growth, as NeoPark's operations should provide the ability to reach a 20,000 to 25,000 units/month run rate. A five-year agreement with CATL will provide the necessary battery supply to support such growth.Financially, there's still room to improve -- vehicle margins dipped slightly q/q in Q3 while gross margin rose slightly. Net losses widened 50.2% q/q as operating expenses, particularly R&D, jumped. EBITDA is moving farther into the red, with Q3 posting negative $484 million EBITDA compared to Q1 2021's negative $5.2 million.With break-evens still far from view, as gross margin has fallen 700 bp y/y as of Q3 while operating expenses continue to rise, upside may be limited through FY23 even as deliveries are projected to rise 50% or more. At an initial revenue estimate of $13.8 billion and 3x EV/revenue multiple for FY23, shares could find meaningful upside to $27 should NIO execute accordingly and scale deliveries to 180,000 units or above, while also reversing a trend of growing losses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952872275,"gmtCreate":1674654026897,"gmtModify":1676538951017,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952872275","repostId":"1186406653","repostType":4,"repost":{"id":"1186406653","kind":"news","pubTimestamp":1674660486,"share":"https://ttm.financial/m/news/1186406653?lang=&edition=fundamental","pubTime":"2023-01-25 23:28","market":"us","language":"en","title":"The Most Heavily Shorted Stocks And 5 Short-Squeeze Ideas For 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1186406653","media":"Seeking Alpha","summary":"SummaryHeavily shorted stocks are gaining momentum at the start of the year.Easing inflationary pres","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Heavily shorted stocks are gaining momentum at the start of the year.</li><li>Easing inflationary pressures and signs the economy remains resilient can be bullish for stocks in 2023.</li><li>The article includes a list of the most heavily shorted stocks along with 5 of our picks to buy now.</li></ul><p>The stock market has staged an impressive rally to start the year, with the S&amp;P 500 (SPY) up 5% already in 2023, and even 15% from its low point back in October. The setup here is based on an improving economic outlook as inflationary pressures dissipate with significant implications for everything from corporate margins to consumer sentiment, and the next steps in monetary policy.</p><p>Whether the Fed has one or two more rate hikes up its sleeve, it&#39;s clear the end of the uber-hawkish messaging is now on the horizon. The reality is that the macro backdrop is significantly improved compared to the first half of last year defined by extreme uncertainty.</p><p>The VIX is near a 1-year low while credit spreads have narrowed as important signals of stabilizing financial conditions. I can also bring up the U.S. Dollar sharply reversing its strength in recent months which was a major headwind for markets in 2022. Putting it all together, there may be more upside for stocks and risk assets as the narrative slowly comes around.</p><p><img src=\"https://static.tigerbbs.com/5a74ddd924a41c0b2be24ffb3b201e3a\" tg-width=\"635\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p><b>Short Squeeze Stocks</b></p><p>The thesis in my recent article described a possible catalyst for the next leg higher in stocks, which could see bears and doom-and-gloomers quietly throwing in the towel on predictions for the most apocalyptic economic scenarios.</p><p>Anyone that was counting on the December CPI to accelerate higher or recent labor market figures to suggest a collapsing economy as a reason for stocks to make a &#34;big crash lower&#34; is on the wrong side of the trade right now. Here are my words from last week:</p><blockquote><i>The &#34;pain trade&#34; is up. Beaten-down names and high-growth stocks, in particular, may present the best opportunities as they reprice into an improving outlook. A market-wide short squeeze which is simply shorts covering their trades could end up surprising a lot of people.</i></blockquote><p>Today I&#39;m going a step further by presenting not only the most heavily shorted stocks but also five of my top picks from the group poised for a short squeeze. We&#39;re only considering stocks with a current market cap above $250 million.</p><p><img src=\"https://static.tigerbbs.com/ad0203d3f1342f97dc70c39c5bf76c0e\" tg-width=\"640\" tg-height=\"812\" referrerpolicy=\"no-referrer\"/></p><p>source: data by y Charts/ table author</p><p>First, some of the key observations from the list include several distressed companies and names that have faced particular challenges over the past year. This makes sense as short sellers are often attracted to companies with weak operating or financial trends by expecting shares to trade lower.</p><p>A high-short interest can also imply there is some underlying skepticism of a company&#39;s business model over the long run. Many biotech firms fall into this category, sometimes dependent on a drug still in development that may or may not ever reach the market.</p><p>For much of 2022, that strategy worked as the average heavily shorted stock on the list is down by 32% over the past year. On the other hand, the recent strength is telling with that same group also up on average 20% year to date as an indication of more positive momentum.</p><p>Carvana Co (CVNA) with over 86% of its float (referring to the proportion of shares available for trading by the public and not held by insiders), or 51% of common shares outstanding, reported short is the most heavily shorted stock in the market right now. This is a company where its online used-car sales platform got caught up with essentially overpriced inventory even as demand slowed compared to skewed pandemic dynamics. The company faces a real risk of bankruptcy and it&#39;s not a stock I can recommend.</p><p>That&#39;s also the case with Bed Bath &amp; Beyond Inc (BBBY) where its brick-and-mortar retail model has been facing extinction for many years even before the pandemic. While it&#39;s unclear if the company willsurvive a restructuring, it&#39;s not a name we have much faith in for the long run. The downfall of BBBY can be traced to its lack of significant e-commerce presence and otherwise domination by Amazon.com Inc (AMZN).</p><p><img src=\"https://static.tigerbbs.com/f5326a1270a5f7c7deb4b29b5a5b5f29\" tg-width=\"640\" tg-height=\"812\" referrerpolicy=\"no-referrer\"/></p><p>source: data by yCharts/ table author</p><p>In terms of stocks that have been gaining thus far in 2023, the main factor at play beyond the high-beta component is a view that there&#39;s a new path to deliver better-than-expected financial results. Wayfair Inc (W) appears to be in the middle of a real short squeeze with shares more than doubling from their low, gaining momentum following an announcement of job cuts and a profitability target. In many ways, Wayfair has delivered a blueprint for other stocks to follow into more bullish momentum.</p><p>Another key theme from the list above is the impressive rally in crypto-related stocks. The price of Bitcoin (BTC-USD) has climbed by more than 40% from the low which is giving many sector names like Coinbase Global Inc (COIN), MicroStrategy Inc (MSTR), and bitcoin miners like Marathon Digital Holdings Inc (MARA) orRiot PlatformsInc (RIOT) among others a new life. We&#39;re bullish on Bitcoin and the short-squeeze dynamic with bears chasing positions higher in crypto is part of the rally now.</p><p><img src=\"https://static.tigerbbs.com/d3cd98acd784144fd4c21df725576288\" tg-width=\"640\" tg-height=\"707\" referrerpolicy=\"no-referrer\"/></p><p>source: y Charts (performance through 1/23/2023)</p><p><b>5 Short Squeeze Ideas</b></p><p>The short squeeze ideas I like have a combination of not only a high short interest but also a fundamental angle with room for a more sustained turnaround to fundamentals, and surprising expectations to the upside. In the context of a broader positive market outlook through a sustained economic recovery compared to the headwinds in 2022, that proverbial rising tide can lift all the boats and heavily shorted stocks can lead higher.</p><p>1. EVgo Inc (EVGO)</p><ul><li>Market Capitalization: $1.4B</li><li>Percent of Shares Float Outstanding Short: 36%</li><li>FY 2024 Consensus Revenue Growth: 206%</li><li>2023 Consensus Earnings Growth: (negative EPS)</li></ul><p>A global theme this year is the significant growth of electric vehicles on the road, including from manufacturers other than Tesla Inc (TSLA). Data shows nearly 6% of all vehicles sold in the U.S. in Q3 were electric, up from just 2% in 2020, with many new models launching from brands like Ford Motor Co (F), and General Motors (GM).</p><p>The other side of the equation is the necessary charging infrastructure. EVgo steps in as one of theleading operatorsof charging stations with over 2,600 stalls in operation. The outlook also benefits from federal and state government initiatives like the National Electric Vehicle Infrastructure Program, and credits within the Infrastructure Investment and Jobs Act of 2021 supporting funding for new locations and stations.</p><p>What I like about EVGO is that the growth is accelerating at the right time with 2023 revenue expected to jump by 206%. The stock has been beaten down based on a lack of profitability, although we believe pessimism baked into the share price has gotten extreme at the current level. A path to profitability sooner rather than later can make shares a runner going forward.</p><p><img src=\"https://static.tigerbbs.com/9386a9e06eb007a55ce84a76a6d8295e\" tg-width=\"640\" tg-height=\"291\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>2. Cheesecake Factory Inc. (CAKE)</p><ul><li>Market Capitalization: $2.0B</li><li>Percent of Shares Float Outstanding Short: 26%</li><li>2023 Consensus Revenue Growth: 6%</li><li>2023 Consensus Earnings Growth: 90% (FWD P/E 13.2x)</li></ul><p>For much of 2022, Cheesecake Factory along with the broader restaurant industry became a high-profile victim of inflationary cost pressures and even a shortage of workers. The setup over the next few quarters should be improved margins as the conditions improve compared to a weaker first half of 2022 on the earnings side.</p><p>The case for the stock is that there is a good value at the current level with room for earnings to outperform expectations. Out of all the &#34;upscale&#34; fast-casual dining concepts, I&#39;ll go out on a limb to claim Cheesecake Factory is one of the better options and the extreme pessimism based on the high-short interest in the stock is simply unjustified. With CAKE already trading near a 1-year high, levels from 2021 above $50 can be a good first upside target.</p><p><img src=\"https://static.tigerbbs.com/707df2ee1988de1c4dbb517f4b6b3540\" tg-width=\"640\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>3. Clear Secure Inc (YOU)</p><ul><li>Market Capitalization: $4.3B</li><li>Percent of Shares Float Outstanding Short: 51%</li><li>2023 Consensus Revenue Growth: 27%</li><li>2023 Consensus Earnings Growth: 373% (FWD P/E 95x)</li></ul><p>Clear Secure offers an identity verification platform that includes the &#34;Clear&#34; checkpoints as a separate line in the security process at 46 major airports. Members enrolled through the private biometric system get to save time by skipping the step where TSA agents check ID cards and boarding pass.</p><p>What&#39;s made the company successful with over14 million enrollmentsis the several partnerships with credit card companies and airlines which have worked as effective marketing translating into impressive growth. For 2022, YOU is on track to reach a revenue of $433 million, up 70% year over year, benefiting alongside the recovery in air travel. Still, what I like about the stock is theearnings momentumwith EPS expected to accelerate through 2023.</p><p>Shares of YOU have been consolidating for much of 2022 following a selloff from its 2021 IPO. While shares are trading at a forward P/E of 95x, we believe that this premium is justified and exactly the type of high-growth stock poised to lead the market higher. A pending breakout in shares above $30.00 could kickstart a short squeeze considering nearly 51% of the float is reported short. I&#39;m bullish and expect YOU to be trading higher over the next several months.</p><p><img src=\"https://static.tigerbbs.com/4cfa07a1a8737417925922a036274f7d\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>4. Avis Budget Group, Inc. (CAR)</p><ul><li>Market Capitalization: $1.4B</li><li>Percent of Shares Float Outstanding Short: 36%</li><li>FY 2024 Consensus Revenue Growth: 206%</li><li>2023 Consensus Earnings Growth: (negative EPS)</li></ul><p>As one of the world&#39;s largest car rental companies, a challenge for Avis Budget Group in 2022 was the period of record-high gasoline prices that pressured demand by keeping drivers off the road. The company also dealt with shortages of vehicles amid global supply chain issues. Nevertheless, the stock has managed to post a positive return over the past year based on resilient travel and rental car demand, which has likely been frustrating for short sellers potentially betting on a much weaker operating environment.</p><p>Fast forward, what we like about CAR is that many of those same headwinds from last year have now reversed including lower gas prices and normalizing vehicle prices which allows the company to efficiently manage its global fleet. Compared to rival Hertz Global Holdings (HTZ), CAR has a larger proportion of business outside the United States which is now benefiting from the weakening U.S. Dollar.</p><p>We believe CAR is well-positioned to outperform what is a low base of expectations over the next few quarters opening the door for the stock to retarget levels from the 2022 highs around $300 as a price target.</p><p><img src=\"https://static.tigerbbs.com/04d68ab98bd3319ed66f8e1d32b6073d\" tg-width=\"640\" tg-height=\"287\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>5. Canada Goose Holdings Inc (GOOS)</p><ul><li>Market Capitalization: $2.2B</li><li>Percent of Shares Float Outstanding Short: 25%</li><li>FY 2024 Consensus Revenue Growth: 13%</li><li>2023 Consensus Earnings Growth: 12% (FWD P/E 18x)</li></ul><p>Everyone will be familiar with the premium outerwear brand of Canada Goose with its expedition parkas and the iconic &#34;Arctic Program&#34; patch that has crossed over into a fashion statement.</p><p>Getting past the inflationary cost pressures that hit margins deeply last year and pressured the stock, the message here is that the brand and company outlook is alive and well, in my opinion. The catalyst we see for shares over the next few quarters is an expected recovery from sales in Asia. Indeed, this is an angle we covered in a recent article explaining how the re-opening of China easing Covid restrictions is positive for Canada Goose as the country is strategically important for its growth outlook.</p><p>GOOS is trading near the highest level since August while there&#39;s a good case to be made that the outlook has improved significantly in the period since. The stock is trading at 18x forward earnings while it&#39;s possible that consensus EPS estimates may be too conservative with an upside to the top line. My new $30.00 price target implies a forward P/E of 25x could be on the table with room for earnings to smash estimates. The call here is that shorts should be looking to close their short bets on the company as the outlook for sales and earnings accelerates.</p><p><img src=\"https://static.tigerbbs.com/e475b3061667003252edcccd375bef0d\" tg-width=\"640\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Final Thoughts</b></p><p>With a bullish outlook on stocks, heavily shorted names and losers from last year can evolve into 2023 winners. At the same time, I don&#39;t believe it will be a straight line higher and it&#39;s important to stay selective. The short-squeeze ideas above are centered around companies I believe are fundamentally strong, but there are still risks.</p><p>The ongoing Q4 earnings season is prone to generate some volatility considering high-profile reports from mega-cap companies still incoming. On the downside, a scenario where economic conditions deteriorate into a deepening recession, defined by surging unemployment or a resurgence of inflationary trends, would also force a reassessment of the bullish case. At the same time, the bulls have been winning over the last few months and it&#39;s a trend we expect to continue.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Most Heavily Shorted Stocks And 5 Short-Squeeze Ideas For 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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\">\nThe Most Heavily Shorted Stocks And 5 Short-Squeeze Ideas For 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4571962-most-heavily-shorted-stocks-5-short-squeeze-ideas-for-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryHeavily shorted stocks are gaining momentum at the start of the year.Easing inflationary pressures and signs the economy remains resilient can be bullish for stocks in 2023.The article includes...</p>\n\n<a href=\"https://seekingalpha.com/article/4571962-most-heavily-shorted-stocks-5-short-squeeze-ideas-for-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4571962-most-heavily-shorted-stocks-5-short-squeeze-ideas-for-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186406653","content_text":"SummaryHeavily shorted stocks are gaining momentum at the start of the year.Easing inflationary pressures and signs the economy remains resilient can be bullish for stocks in 2023.The article includes a list of the most heavily shorted stocks along with 5 of our picks to buy now.The stock market has staged an impressive rally to start the year, with the S&P 500 (SPY) up 5% already in 2023, and even 15% from its low point back in October. The setup here is based on an improving economic outlook as inflationary pressures dissipate with significant implications for everything from corporate margins to consumer sentiment, and the next steps in monetary policy.Whether the Fed has one or two more rate hikes up its sleeve, it's clear the end of the uber-hawkish messaging is now on the horizon. The reality is that the macro backdrop is significantly improved compared to the first half of last year defined by extreme uncertainty.The VIX is near a 1-year low while credit spreads have narrowed as important signals of stabilizing financial conditions. I can also bring up the U.S. Dollar sharply reversing its strength in recent months which was a major headwind for markets in 2022. Putting it all together, there may be more upside for stocks and risk assets as the narrative slowly comes around.Data by YChartsShort Squeeze StocksThe thesis in my recent article described a possible catalyst for the next leg higher in stocks, which could see bears and doom-and-gloomers quietly throwing in the towel on predictions for the most apocalyptic economic scenarios.Anyone that was counting on the December CPI to accelerate higher or recent labor market figures to suggest a collapsing economy as a reason for stocks to make a \"big crash lower\" is on the wrong side of the trade right now. Here are my words from last week:The \"pain trade\" is up. Beaten-down names and high-growth stocks, in particular, may present the best opportunities as they reprice into an improving outlook. A market-wide short squeeze which is simply shorts covering their trades could end up surprising a lot of people.Today I'm going a step further by presenting not only the most heavily shorted stocks but also five of my top picks from the group poised for a short squeeze. We're only considering stocks with a current market cap above $250 million.source: data by y Charts/ table authorFirst, some of the key observations from the list include several distressed companies and names that have faced particular challenges over the past year. This makes sense as short sellers are often attracted to companies with weak operating or financial trends by expecting shares to trade lower.A high-short interest can also imply there is some underlying skepticism of a company's business model over the long run. Many biotech firms fall into this category, sometimes dependent on a drug still in development that may or may not ever reach the market.For much of 2022, that strategy worked as the average heavily shorted stock on the list is down by 32% over the past year. On the other hand, the recent strength is telling with that same group also up on average 20% year to date as an indication of more positive momentum.Carvana Co (CVNA) with over 86% of its float (referring to the proportion of shares available for trading by the public and not held by insiders), or 51% of common shares outstanding, reported short is the most heavily shorted stock in the market right now. This is a company where its online used-car sales platform got caught up with essentially overpriced inventory even as demand slowed compared to skewed pandemic dynamics. The company faces a real risk of bankruptcy and it's not a stock I can recommend.That's also the case with Bed Bath & Beyond Inc (BBBY) where its brick-and-mortar retail model has been facing extinction for many years even before the pandemic. While it's unclear if the company willsurvive a restructuring, it's not a name we have much faith in for the long run. The downfall of BBBY can be traced to its lack of significant e-commerce presence and otherwise domination by Amazon.com Inc (AMZN).source: data by yCharts/ table authorIn terms of stocks that have been gaining thus far in 2023, the main factor at play beyond the high-beta component is a view that there's a new path to deliver better-than-expected financial results. Wayfair Inc (W) appears to be in the middle of a real short squeeze with shares more than doubling from their low, gaining momentum following an announcement of job cuts and a profitability target. In many ways, Wayfair has delivered a blueprint for other stocks to follow into more bullish momentum.Another key theme from the list above is the impressive rally in crypto-related stocks. The price of Bitcoin (BTC-USD) has climbed by more than 40% from the low which is giving many sector names like Coinbase Global Inc (COIN), MicroStrategy Inc (MSTR), and bitcoin miners like Marathon Digital Holdings Inc (MARA) orRiot PlatformsInc (RIOT) among others a new life. We're bullish on Bitcoin and the short-squeeze dynamic with bears chasing positions higher in crypto is part of the rally now.source: y Charts (performance through 1/23/2023)5 Short Squeeze IdeasThe short squeeze ideas I like have a combination of not only a high short interest but also a fundamental angle with room for a more sustained turnaround to fundamentals, and surprising expectations to the upside. In the context of a broader positive market outlook through a sustained economic recovery compared to the headwinds in 2022, that proverbial rising tide can lift all the boats and heavily shorted stocks can lead higher.1. EVgo Inc (EVGO)Market Capitalization: $1.4BPercent of Shares Float Outstanding Short: 36%FY 2024 Consensus Revenue Growth: 206%2023 Consensus Earnings Growth: (negative EPS)A global theme this year is the significant growth of electric vehicles on the road, including from manufacturers other than Tesla Inc (TSLA). Data shows nearly 6% of all vehicles sold in the U.S. in Q3 were electric, up from just 2% in 2020, with many new models launching from brands like Ford Motor Co (F), and General Motors (GM).The other side of the equation is the necessary charging infrastructure. EVgo steps in as one of theleading operatorsof charging stations with over 2,600 stalls in operation. The outlook also benefits from federal and state government initiatives like the National Electric Vehicle Infrastructure Program, and credits within the Infrastructure Investment and Jobs Act of 2021 supporting funding for new locations and stations.What I like about EVGO is that the growth is accelerating at the right time with 2023 revenue expected to jump by 206%. The stock has been beaten down based on a lack of profitability, although we believe pessimism baked into the share price has gotten extreme at the current level. A path to profitability sooner rather than later can make shares a runner going forward.Seeking Alpha2. Cheesecake Factory Inc. (CAKE)Market Capitalization: $2.0BPercent of Shares Float Outstanding Short: 26%2023 Consensus Revenue Growth: 6%2023 Consensus Earnings Growth: 90% (FWD P/E 13.2x)For much of 2022, Cheesecake Factory along with the broader restaurant industry became a high-profile victim of inflationary cost pressures and even a shortage of workers. The setup over the next few quarters should be improved margins as the conditions improve compared to a weaker first half of 2022 on the earnings side.The case for the stock is that there is a good value at the current level with room for earnings to outperform expectations. Out of all the \"upscale\" fast-casual dining concepts, I'll go out on a limb to claim Cheesecake Factory is one of the better options and the extreme pessimism based on the high-short interest in the stock is simply unjustified. With CAKE already trading near a 1-year high, levels from 2021 above $50 can be a good first upside target.Seeking Alpha3. Clear Secure Inc (YOU)Market Capitalization: $4.3BPercent of Shares Float Outstanding Short: 51%2023 Consensus Revenue Growth: 27%2023 Consensus Earnings Growth: 373% (FWD P/E 95x)Clear Secure offers an identity verification platform that includes the \"Clear\" checkpoints as a separate line in the security process at 46 major airports. Members enrolled through the private biometric system get to save time by skipping the step where TSA agents check ID cards and boarding pass.What's made the company successful with over14 million enrollmentsis the several partnerships with credit card companies and airlines which have worked as effective marketing translating into impressive growth. For 2022, YOU is on track to reach a revenue of $433 million, up 70% year over year, benefiting alongside the recovery in air travel. Still, what I like about the stock is theearnings momentumwith EPS expected to accelerate through 2023.Shares of YOU have been consolidating for much of 2022 following a selloff from its 2021 IPO. While shares are trading at a forward P/E of 95x, we believe that this premium is justified and exactly the type of high-growth stock poised to lead the market higher. A pending breakout in shares above $30.00 could kickstart a short squeeze considering nearly 51% of the float is reported short. I'm bullish and expect YOU to be trading higher over the next several months.Seeking Alpha4. Avis Budget Group, Inc. (CAR)Market Capitalization: $1.4BPercent of Shares Float Outstanding Short: 36%FY 2024 Consensus Revenue Growth: 206%2023 Consensus Earnings Growth: (negative EPS)As one of the world's largest car rental companies, a challenge for Avis Budget Group in 2022 was the period of record-high gasoline prices that pressured demand by keeping drivers off the road. The company also dealt with shortages of vehicles amid global supply chain issues. Nevertheless, the stock has managed to post a positive return over the past year based on resilient travel and rental car demand, which has likely been frustrating for short sellers potentially betting on a much weaker operating environment.Fast forward, what we like about CAR is that many of those same headwinds from last year have now reversed including lower gas prices and normalizing vehicle prices which allows the company to efficiently manage its global fleet. Compared to rival Hertz Global Holdings (HTZ), CAR has a larger proportion of business outside the United States which is now benefiting from the weakening U.S. Dollar.We believe CAR is well-positioned to outperform what is a low base of expectations over the next few quarters opening the door for the stock to retarget levels from the 2022 highs around $300 as a price target.Seeking Alpha5. Canada Goose Holdings Inc (GOOS)Market Capitalization: $2.2BPercent of Shares Float Outstanding Short: 25%FY 2024 Consensus Revenue Growth: 13%2023 Consensus Earnings Growth: 12% (FWD P/E 18x)Everyone will be familiar with the premium outerwear brand of Canada Goose with its expedition parkas and the iconic \"Arctic Program\" patch that has crossed over into a fashion statement.Getting past the inflationary cost pressures that hit margins deeply last year and pressured the stock, the message here is that the brand and company outlook is alive and well, in my opinion. The catalyst we see for shares over the next few quarters is an expected recovery from sales in Asia. Indeed, this is an angle we covered in a recent article explaining how the re-opening of China easing Covid restrictions is positive for Canada Goose as the country is strategically important for its growth outlook.GOOS is trading near the highest level since August while there's a good case to be made that the outlook has improved significantly in the period since. The stock is trading at 18x forward earnings while it's possible that consensus EPS estimates may be too conservative with an upside to the top line. My new $30.00 price target implies a forward P/E of 25x could be on the table with room for earnings to smash estimates. The call here is that shorts should be looking to close their short bets on the company as the outlook for sales and earnings accelerates.Seeking AlphaFinal ThoughtsWith a bullish outlook on stocks, heavily shorted names and losers from last year can evolve into 2023 winners. At the same time, I don't believe it will be a straight line higher and it's important to stay selective. The short-squeeze ideas above are centered around companies I believe are fundamentally strong, but there are still risks.The ongoing Q4 earnings season is prone to generate some volatility considering high-profile reports from mega-cap companies still incoming. On the downside, a scenario where economic conditions deteriorate into a deepening recession, defined by surging unemployment or a resurgence of inflationary trends, would also force a reassessment of the bullish case. At the same time, the bulls have been winning over the last few months and it's a trend we expect to continue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952872634,"gmtCreate":1674653993828,"gmtModify":1676538951017,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952872634","repostId":"2305111142","repostType":4,"repost":{"id":"2305111142","kind":"highlight","pubTimestamp":1674660541,"share":"https://ttm.financial/m/news/2305111142?lang=&edition=fundamental","pubTime":"2023-01-25 23:29","market":"us","language":"en","title":"2 Growth Stocks Down More Than 50% to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2305111142","media":"Motley Fool","summary":"Roku and Shopify are great bargains now.","content":"<html><head></head><body><p>Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.</p><p>Valuations have crumbled, and investors have gone from thinking industries like e-commerce would have limitless growth to believing that they&#39;re dead. That sell-off has created a buying opportunity, and two stocks down big that look especially promising are <b>Roku</b> and <b>Shopify</b>.</p><p>Here&#39;s a closer look at why each of these growth stocks holds significant long-term promise despite being down more than 50% over the past 12 months.</p><h2>1. Roku: Streaming is still growing</h2><p>Roku stock is down a whopping 89% from its peak in 2021, as seemingly everything has gone wrong for the leading streaming platform.</p><p>First, subscriber growth in services like <b>Netflix </b>seemed to hit a ceiling after a surge in growth earlier in the pandemic. The ad market also shriveled as brands are preparing for a recession and cutting spending. In fact, the slowdown is bad enough that Roku actually forecast a decline in revenue in the fourth quarter.</p><p>Roku has also swung from profits in 2021 to sizable losses as the company stepped up its investments in the business just as revenue growth started to slow.</p><p>However, it&#39;s a mistake to think the Roku growth story is dead. In fact, the company continues to grow users and viewing time, which is a sign that demand for its service remains strong.</p><p>Earlier in January, the company said it had topped 70 million active accounts globally, adding 9.9 million in 2022, more than the 8.9 million it gained in 2021. The company also said streaming hours increased 19% in the year to 87.4 billion, showing that Roku users are spending more time with the platform.</p><p>Roku&#39;s business is centered around advertising. It takes a 30% share of ad inventory from its streaming partners, and with several legacy media companies having recently launched streaming services and Netflix and <b>Disney</b> recently adding advertising tiers, Roku should get some significant tailwinds over time.</p><p>Despite the current headwinds, Roku&#39;s long-term growth still looks promising, and the stock should recover once the ad market picks up.</p><h2>2. Shopify: E-commerce will rebound</h2><p>Much like Roku stock plunged on weakness in the streaming industry, so has Shopify plunged due to the slowdown in e-commerce.</p><p>Shares of the e-commerce software leader have tumbled after surging on strong growth during the pandemic. Revenue growth has slowed as its profits have turned into losses, and it has seen a stretched valuation, which was up to a price-to-sales ratio over 50 at one point during the pandemic.</p><p>Shopify is far from the only e-commerce stock that&#39;s struggling lately. In fact, most have experienced the whipsaw effect of a boom and bust during the pandemic, including <b>Amazon</b>, <b>Etsy</b>, and <b><a href=\"https://laohu8.com/S/W\">Wayfair</a></b>.</p><p>Despite those headwinds, the long-term opportunity for Shopify is still intact. It&#39;s the clear leader in e-commerce software, and it&#39;s still outgrowing the industry, posting 21% constant-currency growth in gross merchandise volume during the Black Friday weekend. In addition, retail sales volume should continue to shift from brick-and-mortar stores to the online channel over time as delivery gets faster and more convenient and finding the product you want gets even easier.</p><p>As a software company, Shopify also has the capability to be highly profitable once the business scales and starts to mature, though the company has spent aggressively on growth throughout its history. For example, it spent $2.1 billion last year to acquire Deliverr, a fulfillment technology company, to beef up its own fulfillment network to better compete with Amazon. In fact, Shopify and Amazon increasingly appear to be on a collision course as Amazon as expanding its Buy with Prime program to all eligible merchants at the end of January, posing a potentially serious threat to Shopify.</p><p>However, if Shopify can fend off that threat, its growth should accelerate as it moves past the difficult comparisons from the pandemic, and it should get tailwinds from the economic recovery whenever that happens.</p><p>Expect Shopify to continue to develop its fulfillment network, and as it does, the platform will become more attractive to merchants and even more competitive with Amazon.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks Down More Than 50% to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks Down More Than 50% to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.Valuations have crumbled, and investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305111142","content_text":"Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.Valuations have crumbled, and investors have gone from thinking industries like e-commerce would have limitless growth to believing that they're dead. That sell-off has created a buying opportunity, and two stocks down big that look especially promising are Roku and Shopify.Here's a closer look at why each of these growth stocks holds significant long-term promise despite being down more than 50% over the past 12 months.1. Roku: Streaming is still growingRoku stock is down a whopping 89% from its peak in 2021, as seemingly everything has gone wrong for the leading streaming platform.First, subscriber growth in services like Netflix seemed to hit a ceiling after a surge in growth earlier in the pandemic. The ad market also shriveled as brands are preparing for a recession and cutting spending. In fact, the slowdown is bad enough that Roku actually forecast a decline in revenue in the fourth quarter.Roku has also swung from profits in 2021 to sizable losses as the company stepped up its investments in the business just as revenue growth started to slow.However, it's a mistake to think the Roku growth story is dead. In fact, the company continues to grow users and viewing time, which is a sign that demand for its service remains strong.Earlier in January, the company said it had topped 70 million active accounts globally, adding 9.9 million in 2022, more than the 8.9 million it gained in 2021. The company also said streaming hours increased 19% in the year to 87.4 billion, showing that Roku users are spending more time with the platform.Roku's business is centered around advertising. It takes a 30% share of ad inventory from its streaming partners, and with several legacy media companies having recently launched streaming services and Netflix and Disney recently adding advertising tiers, Roku should get some significant tailwinds over time.Despite the current headwinds, Roku's long-term growth still looks promising, and the stock should recover once the ad market picks up.2. Shopify: E-commerce will reboundMuch like Roku stock plunged on weakness in the streaming industry, so has Shopify plunged due to the slowdown in e-commerce.Shares of the e-commerce software leader have tumbled after surging on strong growth during the pandemic. Revenue growth has slowed as its profits have turned into losses, and it has seen a stretched valuation, which was up to a price-to-sales ratio over 50 at one point during the pandemic.Shopify is far from the only e-commerce stock that's struggling lately. In fact, most have experienced the whipsaw effect of a boom and bust during the pandemic, including Amazon, Etsy, and Wayfair.Despite those headwinds, the long-term opportunity for Shopify is still intact. It's the clear leader in e-commerce software, and it's still outgrowing the industry, posting 21% constant-currency growth in gross merchandise volume during the Black Friday weekend. In addition, retail sales volume should continue to shift from brick-and-mortar stores to the online channel over time as delivery gets faster and more convenient and finding the product you want gets even easier.As a software company, Shopify also has the capability to be highly profitable once the business scales and starts to mature, though the company has spent aggressively on growth throughout its history. For example, it spent $2.1 billion last year to acquire Deliverr, a fulfillment technology company, to beef up its own fulfillment network to better compete with Amazon. In fact, Shopify and Amazon increasingly appear to be on a collision course as Amazon as expanding its Buy with Prime program to all eligible merchants at the end of January, posing a potentially serious threat to Shopify.However, if Shopify can fend off that threat, its growth should accelerate as it moves past the difficult comparisons from the pandemic, and it should get tailwinds from the economic recovery whenever that happens.Expect Shopify to continue to develop its fulfillment network, and as it does, the platform will become more attractive to merchants and even more competitive with Amazon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952183701,"gmtCreate":1674529393804,"gmtModify":1676538945055,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952183701","repostId":"2305139076","repostType":4,"repost":{"id":"2305139076","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":1674486309,"share":"https://ttm.financial/m/news/2305139076?lang=&edition=fundamental","pubTime":"2023-01-23 23:05","market":"us","language":"en","title":"Microsoft to Invest More in OpenAI As Arms Race in Tech Heats up","url":"https://stock-news.laohu8.com/highlight/detail?id=2305139076","media":"Reuters","summary":"(Reuters) - Microsoft Corp said on Monday it would invest more in OpenAI, staking its future on the ","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> said on Monday it would invest more in OpenAI, staking its future on the startup and tech behind the chatbot sensation ChatGPT, as well as setting the stage for more competition with its rival Alphabet Inc&#39;s (GOOGL.O) Google.</p><p>Recently touting a revolution in artificial intelligence (AI), Microsoft is building on a bet it made nearly four years ago on OpenAI. In 2019 it dedicated $1 billion for the startup co-founded by Elon Musk and investor Sam Altman, and has since built a supercomputer to power OpenAI&#39;s technology, among other forms of support.</p><p>In a blog post, Microsoft said, &#34;Today, we are announcing the third phase of our long-term partnership with OpenAI through a multiyear, multibillion dollar investment to accelerate AI breakthroughs to ensure these benefits are broadly shared with the world.&#34;</p><p>A Microsoft spokesperson declined to comment on the terms of the investment, which some media outlets earlier reported would be $10 billion.</p><p>Microsoft is committing even more resources to keep the two companies at the forefront via so-called generative AI, technology that can learn from vast data how to create virtually any type of content simply from a text prompt. OpenAI&#39;s ChatGPT, which produces prose or poetry on command, is the prime example that last year gained widespread attention in Silicon Valley.</p><p>Microsoft last week said it aimed to imbue such AI into all its products, as OpenAI continues to pursue the creation of human-like intelligence for machines. Microsoft is already adding OpenAI&#39;s tech to Bing, its search engine that for the first time in years is being discussed as a potential rival to Google, the industry leader.</p><p>The widely anticipated investment shows how Microsoft is locked in competition with Google, the inventor of key AI research that&#39;s now planning its own unveil for this spring, a person familiar with the matter previously told.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft to Invest More in OpenAI As Arms Race in Tech Heats up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft to Invest More in OpenAI As Arms Race in Tech Heats up\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\">2023-01-23 23:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> said on Monday it would invest more in OpenAI, staking its future on the startup and tech behind the chatbot sensation ChatGPT, as well as setting the stage for more competition with its rival Alphabet Inc&#39;s (GOOGL.O) Google.</p><p>Recently touting a revolution in artificial intelligence (AI), Microsoft is building on a bet it made nearly four years ago on OpenAI. In 2019 it dedicated $1 billion for the startup co-founded by Elon Musk and investor Sam Altman, and has since built a supercomputer to power OpenAI&#39;s technology, among other forms of support.</p><p>In a blog post, Microsoft said, &#34;Today, we are announcing the third phase of our long-term partnership with OpenAI through a multiyear, multibillion dollar investment to accelerate AI breakthroughs to ensure these benefits are broadly shared with the world.&#34;</p><p>A Microsoft spokesperson declined to comment on the terms of the investment, which some media outlets earlier reported would be $10 billion.</p><p>Microsoft is committing even more resources to keep the two companies at the forefront via so-called generative AI, technology that can learn from vast data how to create virtually any type of content simply from a text prompt. OpenAI&#39;s ChatGPT, which produces prose or poetry on command, is the prime example that last year gained widespread attention in Silicon Valley.</p><p>Microsoft last week said it aimed to imbue such AI into all its products, as OpenAI continues to pursue the creation of human-like intelligence for machines. Microsoft is already adding OpenAI&#39;s tech to Bing, its search engine that for the first time in years is being discussed as a potential rival to Google, the industry leader.</p><p>The widely anticipated investment shows how Microsoft is locked in competition with Google, the inventor of key AI research that&#39;s now planning its own unveil for this spring, a person familiar with the matter previously told.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305139076","content_text":"(Reuters) - Microsoft Corp said on Monday it would invest more in OpenAI, staking its future on the startup and tech behind the chatbot sensation ChatGPT, as well as setting the stage for more competition with its rival Alphabet Inc's (GOOGL.O) Google.Recently touting a revolution in artificial intelligence (AI), Microsoft is building on a bet it made nearly four years ago on OpenAI. In 2019 it dedicated $1 billion for the startup co-founded by Elon Musk and investor Sam Altman, and has since built a supercomputer to power OpenAI's technology, among other forms of support.In a blog post, Microsoft said, \"Today, we are announcing the third phase of our long-term partnership with OpenAI through a multiyear, multibillion dollar investment to accelerate AI breakthroughs to ensure these benefits are broadly shared with the world.\"A Microsoft spokesperson declined to comment on the terms of the investment, which some media outlets earlier reported would be $10 billion.Microsoft is committing even more resources to keep the two companies at the forefront via so-called generative AI, technology that can learn from vast data how to create virtually any type of content simply from a text prompt. OpenAI's ChatGPT, which produces prose or poetry on command, is the prime example that last year gained widespread attention in Silicon Valley.Microsoft last week said it aimed to imbue such AI into all its products, as OpenAI continues to pursue the creation of human-like intelligence for machines. Microsoft is already adding OpenAI's tech to Bing, its search engine that for the first time in years is being discussed as a potential rival to Google, the industry leader.The widely anticipated investment shows how Microsoft is locked in competition with Google, the inventor of key AI research that's now planning its own unveil for this spring, a person familiar with the matter previously told.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952183411,"gmtCreate":1674529369634,"gmtModify":1676538945053,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952183411","repostId":"1134182750","repostType":4,"repost":{"id":"1134182750","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":1674486668,"share":"https://ttm.financial/m/news/1134182750?lang=&edition=fundamental","pubTime":"2023-01-23 23:11","market":"us","language":"en","title":"EV Stocks Continue to Fly Higher in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1134182750","media":"Tiger Newspress","summary":"EV stocks continue to fly higher in morning trading.Rivian rose over 12%; XPeng rose over 10%; Lucid","content":"<html><head></head><body><p>EV stocks continue to fly higher in morning trading.</p><p>Rivian rose over 12%; XPeng rose over 10%; Lucid rose more than 9%; Nio rose more than 8%.</p><p><img src=\"https://static.tigerbbs.com/7466e5a8a3955eb47294806f06aa3e56\" tg-width=\"463\" tg-height=\"650\" width=\"100%\" height=\"auto\"/></p><p></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>EV Stocks Continue to Fly Higher in Morning Trading</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\">\nEV Stocks Continue to Fly Higher in Morning Trading\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\">2023-01-23 23:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks continue to fly higher in morning trading.</p><p>Rivian rose over 12%; XPeng rose over 10%; Lucid rose more than 9%; Nio rose more than 8%.</p><p><img src=\"https://static.tigerbbs.com/7466e5a8a3955eb47294806f06aa3e56\" tg-width=\"463\" tg-height=\"650\" width=\"100%\" height=\"auto\"/></p><p></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":"1134182750","content_text":"EV stocks continue to fly higher in morning trading.Rivian rose over 12%; XPeng rose over 10%; Lucid rose more than 9%; Nio rose more than 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":202430627201224,"gmtCreate":1690460182888,"gmtModify":1690460186961,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Twilow","listText":"Twilow","text":"Twilow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202430627201224","repostId":"2354659942","repostType":4,"repost":{"id":"2354659942","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1690453949,"share":"https://ttm.financial/m/news/2354659942?lang=&edition=fundamental","pubTime":"2023-07-27 18:32","market":"us","language":"en","title":"Cathie Wood Speaks Her Mind on Tesla, Meta, Nvidia, AI, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2354659942","media":"Dow Jones","summary":"We already have proof of concept for autonomous cars. I took a ride in a Cruise automation car in December and told it to go to my son’s apartment in San Francisco. It took me there and back in about half an hour of riding.Tesla’s competitive advantage is the billions of miles of real-world driving data it has compiled, which are used to train models to teach the car how t","content":"<html><head></head><body><p style=\"text-align: start;\">Cathie Wood, founder and CEO of ARK Investment Management, is famous for her unwavering conviction in disruptive innovation and the companies behind it. The firm’s ARK funds gained prominence, and legions of investors, in 2020 as interest rates plummeted and growth stocks lifted off, although gains turned to losses in the next two years as the companies stumbled and rates rose.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4152f34a7e43cf26d667def40d3b9c2\" alt=\"Cathie Wood, CEO of ARK Investment Management\" title=\"Cathie Wood, CEO of ARK Investment Management\" tg-width=\"700\" tg-height=\"467\"/><span>Cathie Wood, CEO of ARK Investment Management</span></p><p>This year, ARK is riding high again, paced by huge gains in stocks such as Tesla (ticker: TSLA), Coinbase Global (COIN), and Roku (ROKU). The firm’s flagship ARK Innovation exchange-traded fund (ARKK), with about $8 billion of assets, gained 54.5% through July 26, compared with a 19% increase in the S&amp;P 500 index. ARK’s other funds, which invest in themes such as the genomic revolution, autonomous tech and robotics, and financial-technology innovation, similarly are outpacing the broad stock market, although they are still well below their early-2021 peaks.</p><p><em>Barron’s</em> talked with Wood in mid-July about future innovations, including her bold predictions for Tesla’s robotaxi fleet, her bullish view of cryptocurrencies, and the beneficiaries of generative AI. An edited version of the conversation follows.</p><p><strong><em>Barron’s: You were a big buyer of Tesla stock last fall and winter as the shares sold off. Now that Tesla has rebounded, you have been selling. What is the thinking behind your recent sales?</em></strong></p><p><strong>Cathie Wood:</strong>The main reason for the trade is portfolio management. Tesla has gone up more than 2½ times in the past six months, and some of our other stocks are still near their lows. When Tesla moves above 10% of the portfolio, we would cut it back and redeploy into other stocks that we think aren’t well understood.</p><p><strong>Yet, you maintain a $2,000 price target on the stock. It recently traded for $264. You have bold projections for electric-vehicle sales and ride-sharing revenue—too bold, many skeptics say.</strong></p><p>Our confidence has increased since Tesla is cutting prices. It is one of the few auto manufacturers that can afford to do that, because it is riding down the cost curve of consumer electronic batteries. This is going to hurt the other manufacturers whose costs are much higher. Last year, Tesla sold seven million electric vehicles globally. By 2027, we expect 60 million to be sold and Tesla to essentially keep its market share.</p><p><strong>You also have lofty projections for Tesla’s robotaxi business: $227 billion in Ebitda [earnings before interest, taxes, depreciation, and amortization] by 2027. That’s more than Apple’s [AAPL] current Ebitda. Why such confidence in the company’s robotaxi rollout?</strong></p><p>We already have proof of concept for autonomous cars. I took a ride in a Cruise automation car in December and told it to go to my son’s apartment in San Francisco. It took me there and back in about half an hour of riding.</p><p>Tesla’s competitive advantage is the billions of miles of real-world driving data it has compiled, which are used to train models to teach the car how to adjust to rare situations. No one has been able to do this because they don’t have anywhere near as much data.</p><p>We believe Tesla is in the core position to be the autonomous taxi platform in the U.S., and it will price the service below Uber and Lyft. With new technologies, what causes costs to go down is unit growth. As with EVs, we believe Tesla will pass the cost declines along as it scales.</p><p><strong>Is it reasonable to expect that people will feel safe riding in robotaxis in three or four years?</strong></p><p>I don’t know about you, but I’d prefer to get into a driverless car that I trusted than one with a driver I know nothing about. There are about 45,000 fatalities a year from auto accidents, and 80% to 85% of those are caused by human error. If we take humans out of the situation, there will be many fewer accidents. We already have data to show this: A fully self-driving Tesla has one accident every 3.2 million miles, whereas a Tesla with human drivers has one every 600,000 miles. The average car has one every 500,000 miles.</p><p><strong>You also sold Nvidia [NVDA] recently. Why?</strong></p><p style=\"text-align: start;\">A lot of people have made a big deal that our flagship fund no longer owns the stock. For people who don’t think that we pay any attention to valuation, it was valuation that got us to take it down. Nvidia is selling at a very high multiple of revenue right now.</p><p style=\"text-align: start;\"><strong>You also bought Meta Platforms [META] last month for the first time. What attracted you?</strong></p><p style=\"text-align: start;\">Facebook’s shift from the metaverse to AI [artificial intelligence] is one of the big reasons that the stock has turned around. The other reason is, the company’s engagement numbers have been better than expected. Meta has a segmentation strategy—older people are on Facebook; younger people are on Instagram and WhatsApp. It remains to be seen for Threads, but I don’t think it will be the same as Twitter.</p><p style=\"text-align: start;\"><strong>Coinbase Global, the cryptocurrency exchange, is another of your holdings. The stock has doubled in the past month as the regulatory landscape appears to be shifting. What is the outlook?</strong></p><p style=\"text-align: start;\">Something very important changed in the past six months. At first, we were focused only on [regulatory efforts of] the executive branch—basically, those of the Securities and Exchange Commission and its chair, Gary Gensler. But the judicial and legislative branches of government are moving into motion and basically saying that the SEC has overstepped its bounds when it comes to its authorities as a regulator.</p><p style=\"text-align: start;\">The court is questioning the SEC’s charter. And, odds makers think the SEC will lose its cases against Grayscale Investment and Ripple Labs.</p><p style=\"text-align: start;\">[Shortly after <em>Barron’s</em> interviewed Wood, a U.S. district court judge ruled that Ripple’s XRP tokenisn’t a security when sold on public exchanges, but an unregistered security when directly sold to institutional investors. The ruling is generally viewed as a victory for the cryptocurrency industry, which is battling the SEC over whether its products fall under the regulator’s jurisdiction.]</p><p style=\"text-align: start;\">Meanwhile, the legislative branch has awakened to the fact that crypto is a new asset class and we might need new legislatures to give the regulators some guidance. Those two branches of government have given us great confidence that Coinbase will come out of this as a winner. Many Coinbase competitors either haven’t entered the U.S. or moved out because of our regulatory system. Coinbase has stayed to fight. We think they’ll be rewarded accordingly.</p><p style=\"text-align: start;\"><strong>Why do you remain bullish on cryptocurrencies?</strong></p><p style=\"text-align: start;\">We see three revolutions taking place because of crypto. Bitcoin will dominate the first one, the money revolution. The biggest proof is that when regional-bank stocks were falling apart earlier this year, Bitcoin went from $19,000 to $30,000. That was a flight to safety, and we expect it to accelerate. The centralized monetary system we have today is an aberration. We could be going back to the future—before the Federal Reserve existed—under a digital, rules-based monetary system with no government oversight.</p><p style=\"text-align: start;\">The second revolution is in financial services, or the so-called DeFi [decentralized finance], which will be Ethereum-based. There are a number of infrastructure providers out there. It’s the survival of the fittest, and I’m excited to see who wins.</p><p style=\"text-align: start;\">The third is digital property rights, or what many call NFT [nonfungible tokens] or the metaverse. People are already buying real estate in virtual worlds. Our young research associates come into the office wearing jeans and T-shirts with no logos, but they are getting their status in the virtual world.</p><p style=\"text-align: start;\"><strong>Investors are obsessed with developments in artificial intelligence. What sorts of companies will benefit from generative AI, and how can they seize the opportunity?</strong></p><p style=\"text-align: start;\">When we view stocks through the lens of AI, we look for three things. The first is domain expertise and visionary management; the second is good distribution, and the third, critically important, is proprietary data that can be used to train AI models to improve products and services, cut costs, and increase productivity.</p><p style=\"text-align: start;\">Today, we pay knowledge workers $32 trillion globally. If we’re right, this is the assembly-line moment for knowledge workers. Those costs are going to come down, and productivity is going to go up dramatically. Any company not thinking about this is going to have problems competitively, because many markets will become winner-take-most.</p><p style=\"text-align: start;\">Twilio [TWLO] has data on trillions of interactions between businesses and consumers, so we think the company is going to be a huge beneficiary. We also believe Teladoc [TDOC] has the best shot at becoming the backbone of healthcare information in the U.S. Since doctors on Teladoc have to see the electronic health records of patients, the company is gathering information at a rapid pace. In the future, Teladoc models could give doctors recommendations on the best course of treatment.</p><p style=\"text-align: start;\"><strong>Which other disruptive technologies are in the pipeline?</strong></p><p style=\"text-align: start;\">I expect to see more cures of rare diseases, because various kinds of gene sequencing are enabling us to identify mutations in our genome that Crispr gene editing is able to reprogram.</p><p style=\"text-align: start;\">As autonomous taxi platforms take off, the costs associated with them will fall and the roads will get more congested. That means more commerce will have to go to the skies. We’re excited about drone delivery of food, groceries, and medical supplies. You’re going to see more drones and EVTOLs [electric vertical takeoff and landing vehicles] in the skies. Within a couple of years, you’ll be able to take an air taxi from Manhattan to JFK for the price of a taxi today.</p><p style=\"text-align: start;\"><strong>Is there a stock about which you once had conviction and then changed your mind?</strong></p><p style=\"text-align: start;\">We owned Illumina [ILMN] for a very long time, but consolidated out of it in late 2020. We felt the company was making a strategic mistake by holding its [gene sequencing] price at $1,000 per sequence. That’s a mortal sin in innovation—you have to pass along cost declines to clients so that you can proliferate the technology and enjoy even more cost declines. This has given Pacific Biosciences of California [PACB] a chance to catch up. We sold Illumina and bought as much PacBio as we could.</p><p style=\"text-align: start;\"><strong>Thanks, Cathie.</strong></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>Cathie Wood Speaks Her Mind on Tesla, Meta, Nvidia, AI, and More</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\">\nCathie Wood Speaks Her Mind on Tesla, Meta, Nvidia, AI, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-07-27 18:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Cathie Wood, founder and CEO of ARK Investment Management, is famous for her unwavering conviction in disruptive innovation and the companies behind it. The firm’s ARK funds gained prominence, and legions of investors, in 2020 as interest rates plummeted and growth stocks lifted off, although gains turned to losses in the next two years as the companies stumbled and rates rose.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4152f34a7e43cf26d667def40d3b9c2\" alt=\"Cathie Wood, CEO of ARK Investment Management\" title=\"Cathie Wood, CEO of ARK Investment Management\" tg-width=\"700\" tg-height=\"467\"/><span>Cathie Wood, CEO of ARK Investment Management</span></p><p>This year, ARK is riding high again, paced by huge gains in stocks such as Tesla (ticker: TSLA), Coinbase Global (COIN), and Roku (ROKU). The firm’s flagship ARK Innovation exchange-traded fund (ARKK), with about $8 billion of assets, gained 54.5% through July 26, compared with a 19% increase in the S&amp;P 500 index. ARK’s other funds, which invest in themes such as the genomic revolution, autonomous tech and robotics, and financial-technology innovation, similarly are outpacing the broad stock market, although they are still well below their early-2021 peaks.</p><p><em>Barron’s</em> talked with Wood in mid-July about future innovations, including her bold predictions for Tesla’s robotaxi fleet, her bullish view of cryptocurrencies, and the beneficiaries of generative AI. An edited version of the conversation follows.</p><p><strong><em>Barron’s: You were a big buyer of Tesla stock last fall and winter as the shares sold off. Now that Tesla has rebounded, you have been selling. What is the thinking behind your recent sales?</em></strong></p><p><strong>Cathie Wood:</strong>The main reason for the trade is portfolio management. Tesla has gone up more than 2½ times in the past six months, and some of our other stocks are still near their lows. When Tesla moves above 10% of the portfolio, we would cut it back and redeploy into other stocks that we think aren’t well understood.</p><p><strong>Yet, you maintain a $2,000 price target on the stock. It recently traded for $264. You have bold projections for electric-vehicle sales and ride-sharing revenue—too bold, many skeptics say.</strong></p><p>Our confidence has increased since Tesla is cutting prices. It is one of the few auto manufacturers that can afford to do that, because it is riding down the cost curve of consumer electronic batteries. This is going to hurt the other manufacturers whose costs are much higher. Last year, Tesla sold seven million electric vehicles globally. By 2027, we expect 60 million to be sold and Tesla to essentially keep its market share.</p><p><strong>You also have lofty projections for Tesla’s robotaxi business: $227 billion in Ebitda [earnings before interest, taxes, depreciation, and amortization] by 2027. That’s more than Apple’s [AAPL] current Ebitda. Why such confidence in the company’s robotaxi rollout?</strong></p><p>We already have proof of concept for autonomous cars. I took a ride in a Cruise automation car in December and told it to go to my son’s apartment in San Francisco. It took me there and back in about half an hour of riding.</p><p>Tesla’s competitive advantage is the billions of miles of real-world driving data it has compiled, which are used to train models to teach the car how to adjust to rare situations. No one has been able to do this because they don’t have anywhere near as much data.</p><p>We believe Tesla is in the core position to be the autonomous taxi platform in the U.S., and it will price the service below Uber and Lyft. With new technologies, what causes costs to go down is unit growth. As with EVs, we believe Tesla will pass the cost declines along as it scales.</p><p><strong>Is it reasonable to expect that people will feel safe riding in robotaxis in three or four years?</strong></p><p>I don’t know about you, but I’d prefer to get into a driverless car that I trusted than one with a driver I know nothing about. There are about 45,000 fatalities a year from auto accidents, and 80% to 85% of those are caused by human error. If we take humans out of the situation, there will be many fewer accidents. We already have data to show this: A fully self-driving Tesla has one accident every 3.2 million miles, whereas a Tesla with human drivers has one every 600,000 miles. The average car has one every 500,000 miles.</p><p><strong>You also sold Nvidia [NVDA] recently. Why?</strong></p><p style=\"text-align: start;\">A lot of people have made a big deal that our flagship fund no longer owns the stock. For people who don’t think that we pay any attention to valuation, it was valuation that got us to take it down. Nvidia is selling at a very high multiple of revenue right now.</p><p style=\"text-align: start;\"><strong>You also bought Meta Platforms [META] last month for the first time. What attracted you?</strong></p><p style=\"text-align: start;\">Facebook’s shift from the metaverse to AI [artificial intelligence] is one of the big reasons that the stock has turned around. The other reason is, the company’s engagement numbers have been better than expected. Meta has a segmentation strategy—older people are on Facebook; younger people are on Instagram and WhatsApp. It remains to be seen for Threads, but I don’t think it will be the same as Twitter.</p><p style=\"text-align: start;\"><strong>Coinbase Global, the cryptocurrency exchange, is another of your holdings. The stock has doubled in the past month as the regulatory landscape appears to be shifting. What is the outlook?</strong></p><p style=\"text-align: start;\">Something very important changed in the past six months. At first, we were focused only on [regulatory efforts of] the executive branch—basically, those of the Securities and Exchange Commission and its chair, Gary Gensler. But the judicial and legislative branches of government are moving into motion and basically saying that the SEC has overstepped its bounds when it comes to its authorities as a regulator.</p><p style=\"text-align: start;\">The court is questioning the SEC’s charter. And, odds makers think the SEC will lose its cases against Grayscale Investment and Ripple Labs.</p><p style=\"text-align: start;\">[Shortly after <em>Barron’s</em> interviewed Wood, a U.S. district court judge ruled that Ripple’s XRP tokenisn’t a security when sold on public exchanges, but an unregistered security when directly sold to institutional investors. The ruling is generally viewed as a victory for the cryptocurrency industry, which is battling the SEC over whether its products fall under the regulator’s jurisdiction.]</p><p style=\"text-align: start;\">Meanwhile, the legislative branch has awakened to the fact that crypto is a new asset class and we might need new legislatures to give the regulators some guidance. Those two branches of government have given us great confidence that Coinbase will come out of this as a winner. Many Coinbase competitors either haven’t entered the U.S. or moved out because of our regulatory system. Coinbase has stayed to fight. We think they’ll be rewarded accordingly.</p><p style=\"text-align: start;\"><strong>Why do you remain bullish on cryptocurrencies?</strong></p><p style=\"text-align: start;\">We see three revolutions taking place because of crypto. Bitcoin will dominate the first one, the money revolution. The biggest proof is that when regional-bank stocks were falling apart earlier this year, Bitcoin went from $19,000 to $30,000. That was a flight to safety, and we expect it to accelerate. The centralized monetary system we have today is an aberration. We could be going back to the future—before the Federal Reserve existed—under a digital, rules-based monetary system with no government oversight.</p><p style=\"text-align: start;\">The second revolution is in financial services, or the so-called DeFi [decentralized finance], which will be Ethereum-based. There are a number of infrastructure providers out there. It’s the survival of the fittest, and I’m excited to see who wins.</p><p style=\"text-align: start;\">The third is digital property rights, or what many call NFT [nonfungible tokens] or the metaverse. People are already buying real estate in virtual worlds. Our young research associates come into the office wearing jeans and T-shirts with no logos, but they are getting their status in the virtual world.</p><p style=\"text-align: start;\"><strong>Investors are obsessed with developments in artificial intelligence. What sorts of companies will benefit from generative AI, and how can they seize the opportunity?</strong></p><p style=\"text-align: start;\">When we view stocks through the lens of AI, we look for three things. The first is domain expertise and visionary management; the second is good distribution, and the third, critically important, is proprietary data that can be used to train AI models to improve products and services, cut costs, and increase productivity.</p><p style=\"text-align: start;\">Today, we pay knowledge workers $32 trillion globally. If we’re right, this is the assembly-line moment for knowledge workers. Those costs are going to come down, and productivity is going to go up dramatically. Any company not thinking about this is going to have problems competitively, because many markets will become winner-take-most.</p><p style=\"text-align: start;\">Twilio [TWLO] has data on trillions of interactions between businesses and consumers, so we think the company is going to be a huge beneficiary. We also believe Teladoc [TDOC] has the best shot at becoming the backbone of healthcare information in the U.S. Since doctors on Teladoc have to see the electronic health records of patients, the company is gathering information at a rapid pace. In the future, Teladoc models could give doctors recommendations on the best course of treatment.</p><p style=\"text-align: start;\"><strong>Which other disruptive technologies are in the pipeline?</strong></p><p style=\"text-align: start;\">I expect to see more cures of rare diseases, because various kinds of gene sequencing are enabling us to identify mutations in our genome that Crispr gene editing is able to reprogram.</p><p style=\"text-align: start;\">As autonomous taxi platforms take off, the costs associated with them will fall and the roads will get more congested. That means more commerce will have to go to the skies. We’re excited about drone delivery of food, groceries, and medical supplies. You’re going to see more drones and EVTOLs [electric vertical takeoff and landing vehicles] in the skies. Within a couple of years, you’ll be able to take an air taxi from Manhattan to JFK for the price of a taxi today.</p><p style=\"text-align: start;\"><strong>Is there a stock about which you once had conviction and then changed your mind?</strong></p><p style=\"text-align: start;\">We owned Illumina [ILMN] for a very long time, but consolidated out of it in late 2020. We felt the company was making a strategic mistake by holding its [gene sequencing] price at $1,000 per sequence. That’s a mortal sin in innovation—you have to pass along cost declines to clients so that you can proliferate the technology and enjoy even more cost declines. This has given Pacific Biosciences of California [PACB] a chance to catch up. We sold Illumina and bought as much PacBio as we could.</p><p style=\"text-align: start;\"><strong>Thanks, Cathie.</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","TSLA":"特斯拉","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4141":"半导体产品","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","ILMN":"Illumina","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4551":"寇图资本持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","ARKK":"ARK Innovation ETF","LU0109392836.USD":"富兰克林科技股A","LU2063271972.USD":"富兰克林创新领域基金","BK4511":"特斯拉概念","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4099":"汽车制造商","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4112":"金融交易所和数据","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4529":"IDC概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4567":"ESG概念","BK4507":"流媒体概念","ROKU":"Roku Inc","BK4585":"ETF&股票定投概念","NVDA":"英伟达","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4555":"新能源车","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4587":"ChatGPT概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","COIN":"Coinbase Global, Inc."},"source_url":"https://www.marketwatch.com/articles/ark-invest-cathie-wood-speaks-her-mind-on-tesla-nvidia-ai-and-more-438bf0b7?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354659942","content_text":"Cathie Wood, founder and CEO of ARK Investment Management, is famous for her unwavering conviction in disruptive innovation and the companies behind it. The firm’s ARK funds gained prominence, and legions of investors, in 2020 as interest rates plummeted and growth stocks lifted off, although gains turned to losses in the next two years as the companies stumbled and rates rose.Cathie Wood, CEO of ARK Investment ManagementThis year, ARK is riding high again, paced by huge gains in stocks such as Tesla (ticker: TSLA), Coinbase Global (COIN), and Roku (ROKU). The firm’s flagship ARK Innovation exchange-traded fund (ARKK), with about $8 billion of assets, gained 54.5% through July 26, compared with a 19% increase in the S&P 500 index. ARK’s other funds, which invest in themes such as the genomic revolution, autonomous tech and robotics, and financial-technology innovation, similarly are outpacing the broad stock market, although they are still well below their early-2021 peaks.Barron’s talked with Wood in mid-July about future innovations, including her bold predictions for Tesla’s robotaxi fleet, her bullish view of cryptocurrencies, and the beneficiaries of generative AI. An edited version of the conversation follows.Barron’s: You were a big buyer of Tesla stock last fall and winter as the shares sold off. Now that Tesla has rebounded, you have been selling. What is the thinking behind your recent sales?Cathie Wood:The main reason for the trade is portfolio management. Tesla has gone up more than 2½ times in the past six months, and some of our other stocks are still near their lows. When Tesla moves above 10% of the portfolio, we would cut it back and redeploy into other stocks that we think aren’t well understood.Yet, you maintain a $2,000 price target on the stock. It recently traded for $264. You have bold projections for electric-vehicle sales and ride-sharing revenue—too bold, many skeptics say.Our confidence has increased since Tesla is cutting prices. It is one of the few auto manufacturers that can afford to do that, because it is riding down the cost curve of consumer electronic batteries. This is going to hurt the other manufacturers whose costs are much higher. Last year, Tesla sold seven million electric vehicles globally. By 2027, we expect 60 million to be sold and Tesla to essentially keep its market share.You also have lofty projections for Tesla’s robotaxi business: $227 billion in Ebitda [earnings before interest, taxes, depreciation, and amortization] by 2027. That’s more than Apple’s [AAPL] current Ebitda. Why such confidence in the company’s robotaxi rollout?We already have proof of concept for autonomous cars. I took a ride in a Cruise automation car in December and told it to go to my son’s apartment in San Francisco. It took me there and back in about half an hour of riding.Tesla’s competitive advantage is the billions of miles of real-world driving data it has compiled, which are used to train models to teach the car how to adjust to rare situations. No one has been able to do this because they don’t have anywhere near as much data.We believe Tesla is in the core position to be the autonomous taxi platform in the U.S., and it will price the service below Uber and Lyft. With new technologies, what causes costs to go down is unit growth. As with EVs, we believe Tesla will pass the cost declines along as it scales.Is it reasonable to expect that people will feel safe riding in robotaxis in three or four years?I don’t know about you, but I’d prefer to get into a driverless car that I trusted than one with a driver I know nothing about. There are about 45,000 fatalities a year from auto accidents, and 80% to 85% of those are caused by human error. If we take humans out of the situation, there will be many fewer accidents. We already have data to show this: A fully self-driving Tesla has one accident every 3.2 million miles, whereas a Tesla with human drivers has one every 600,000 miles. The average car has one every 500,000 miles.You also sold Nvidia [NVDA] recently. Why?A lot of people have made a big deal that our flagship fund no longer owns the stock. For people who don’t think that we pay any attention to valuation, it was valuation that got us to take it down. Nvidia is selling at a very high multiple of revenue right now.You also bought Meta Platforms [META] last month for the first time. What attracted you?Facebook’s shift from the metaverse to AI [artificial intelligence] is one of the big reasons that the stock has turned around. The other reason is, the company’s engagement numbers have been better than expected. Meta has a segmentation strategy—older people are on Facebook; younger people are on Instagram and WhatsApp. It remains to be seen for Threads, but I don’t think it will be the same as Twitter.Coinbase Global, the cryptocurrency exchange, is another of your holdings. The stock has doubled in the past month as the regulatory landscape appears to be shifting. What is the outlook?Something very important changed in the past six months. At first, we were focused only on [regulatory efforts of] the executive branch—basically, those of the Securities and Exchange Commission and its chair, Gary Gensler. But the judicial and legislative branches of government are moving into motion and basically saying that the SEC has overstepped its bounds when it comes to its authorities as a regulator.The court is questioning the SEC’s charter. And, odds makers think the SEC will lose its cases against Grayscale Investment and Ripple Labs.[Shortly after Barron’s interviewed Wood, a U.S. district court judge ruled that Ripple’s XRP tokenisn’t a security when sold on public exchanges, but an unregistered security when directly sold to institutional investors. The ruling is generally viewed as a victory for the cryptocurrency industry, which is battling the SEC over whether its products fall under the regulator’s jurisdiction.]Meanwhile, the legislative branch has awakened to the fact that crypto is a new asset class and we might need new legislatures to give the regulators some guidance. Those two branches of government have given us great confidence that Coinbase will come out of this as a winner. Many Coinbase competitors either haven’t entered the U.S. or moved out because of our regulatory system. Coinbase has stayed to fight. We think they’ll be rewarded accordingly.Why do you remain bullish on cryptocurrencies?We see three revolutions taking place because of crypto. Bitcoin will dominate the first one, the money revolution. The biggest proof is that when regional-bank stocks were falling apart earlier this year, Bitcoin went from $19,000 to $30,000. That was a flight to safety, and we expect it to accelerate. The centralized monetary system we have today is an aberration. We could be going back to the future—before the Federal Reserve existed—under a digital, rules-based monetary system with no government oversight.The second revolution is in financial services, or the so-called DeFi [decentralized finance], which will be Ethereum-based. There are a number of infrastructure providers out there. It’s the survival of the fittest, and I’m excited to see who wins.The third is digital property rights, or what many call NFT [nonfungible tokens] or the metaverse. People are already buying real estate in virtual worlds. Our young research associates come into the office wearing jeans and T-shirts with no logos, but they are getting their status in the virtual world.Investors are obsessed with developments in artificial intelligence. What sorts of companies will benefit from generative AI, and how can they seize the opportunity?When we view stocks through the lens of AI, we look for three things. The first is domain expertise and visionary management; the second is good distribution, and the third, critically important, is proprietary data that can be used to train AI models to improve products and services, cut costs, and increase productivity.Today, we pay knowledge workers $32 trillion globally. If we’re right, this is the assembly-line moment for knowledge workers. Those costs are going to come down, and productivity is going to go up dramatically. Any company not thinking about this is going to have problems competitively, because many markets will become winner-take-most.Twilio [TWLO] has data on trillions of interactions between businesses and consumers, so we think the company is going to be a huge beneficiary. We also believe Teladoc [TDOC] has the best shot at becoming the backbone of healthcare information in the U.S. Since doctors on Teladoc have to see the electronic health records of patients, the company is gathering information at a rapid pace. In the future, Teladoc models could give doctors recommendations on the best course of treatment.Which other disruptive technologies are in the pipeline?I expect to see more cures of rare diseases, because various kinds of gene sequencing are enabling us to identify mutations in our genome that Crispr gene editing is able to reprogram.As autonomous taxi platforms take off, the costs associated with them will fall and the roads will get more congested. That means more commerce will have to go to the skies. We’re excited about drone delivery of food, groceries, and medical supplies. You’re going to see more drones and EVTOLs [electric vertical takeoff and landing vehicles] in the skies. Within a couple of years, you’ll be able to take an air taxi from Manhattan to JFK for the price of a taxi today.Is there a stock about which you once had conviction and then changed your mind?We owned Illumina [ILMN] for a very long time, but consolidated out of it in late 2020. We felt the company was making a strategic mistake by holding its [gene sequencing] price at $1,000 per sequence. That’s a mortal sin in innovation—you have to pass along cost declines to clients so that you can proliferate the technology and enjoy even more cost declines. This has given Pacific Biosciences of California [PACB] a chance to catch up. We sold Illumina and bought as much PacBio as we could.Thanks, Cathie.","news_type":1},"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959250968,"gmtCreate":1673008047854,"gmtModify":1676538768977,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9959250968","repostId":"2301258409","repostType":4,"repost":{"id":"2301258409","kind":"highlight","pubTimestamp":1673018944,"share":"https://ttm.financial/m/news/2301258409?lang=&edition=fundamental","pubTime":"2023-01-06 23:29","market":"us","language":"en","title":"2 Growth Stocks That Are Once-in-a-Decade Buys in a Nasdaq Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2301258409","media":"Motley Fool","summary":"These growth stocks could rebound in a big way when economic headwinds ease.","content":"<html><head></head><body><p>The <b>Nasdaq Composite</b> nosedived into a bear market last year, dragged down by high inflation, rising interest rates, and recession fears. Throughout that drawdown, <b>Tesla</b> and <b>Microsoft</b> have seen their share prices plunge 73% and 30%, respectively. To put those losses in context, neither stock has suffered a sharper decline at any point in the past decade.</p><p>On the bright side, economic challenges are temporary, and both businesses remain well positioned for growth over the long term. For that reason, investors should view the current situation as a once-in-a-decade buying opportunity.</p><h2>1. Tesla is still a leader in innovative vehicle technologies</h2><p>Last year was tough for Tesla. Between supply chain disruptions, temporary closures of Gigafactory Shanghai, and softening consumer demand, the company missed Wall Street&#39;s delivery estimates in the third and fourth quarters. Tesla also missed its own forecast of 50% average annual growth &#34;over a multi-year horizon,&#34; as deliveries grew just 40% to 1.3 million in 2022.</p><p>Fortunately, those headwinds are temporary. Supply chain problems will resolve in time; China has shifted away from its zero COVID-19 policy; and consumer spending should rebound as inflation normalizes and interest rates fall. That means the long-term investment thesis is still intact. In other words, Tesla is well positioned to benefit from the secular shift toward autonomous vehicles and electric cars -- better than any other automaker in the near and long term, according to Baird analyst Ben Kallo.</p><p>Tesla has yet to report Q4 financial results, but its Q3 report was solid. Revenue climbed 56% to $21.5 billion; Tesla achieved an industry-leading operating margin of 17%; and free cash flow soared 148% to $3.3 billion.</p><p>Looking ahead, management says full self-driving (FSD) technology will eventually be the most important source of profitability. Tesla recently made its FSD beta software available to all North American customers, which should push operating margins even higher over time. The company also plans to achieve volume production of a robotaxi in 2024, which will move Tesla one step closer to its endgame: an autonomous ride-hailing platform.</p><p>Building on that, Tesla has logged data from more autonomous driving miles than any other automaker, and data is essential for training the artificial intelligence (AI) models that power self-driving cars. That advantage positions Tesla to be a leader in autonomous vehicles, a market Precedence Research says will grow at 39% annually to reach $1.8 trillion by 2030. Meanwhile, Transparency Market Research says the broader electric vehicle market will grow at 30% annually to reach $1.9 trillion by 2031.</p><p>In a nutshell, Tesla is set to benefit from two large and growing opportunities, which make its valuation of 5.1 times sales look relatively reasonable. Of course, that multiple is quite pricey compared to other automakers, but it is cheaper than Tesla&#39;s three-year average of 15.7 times sales. That&#39;s why risk-tolerant investors should buy a small position in this growth stock today.</p><h2>2. Microsoft has several big opportunities ahead of it</h2><p>Microsoft technology can be found at the core of most organizations. For instance, Microsoft 365 is the most popular enterprise application suite, and the Windows operating system is the gold standard for personal computers and data center servers. Microsoft has also carved out a strong market presence in areas like communications, business intelligence, and enterprise resource-planning software. Those tools will keep the company relevant for many years to come.</p><p>Not surprisingly, Microsoft&#39;s growth has slowed amid the difficult economic environment. In the most recent quarter, revenue increased just 11% to $50.1 billion, while earnings dropped 13% to $2.35 per diluted share. But growth should reaccelerate when the economy rebounds, and Microsoft has several exciting growth opportunities.</p><p>The first is cloud computing. Microsoft Azure accounted for 21% of cloud-infrastructure and platform-services spend in Q3, making it the second most popular cloud vendor. In fact, Microsoft has nearly twice as much market share as third place <b>Alphabet</b>. That puts the company in a good spot, as cloud spending will grow at 20% annually to reach $1.7 trillion by 2029, according to Fortune Business Insights.</p><p>The second exciting growth opportunity is digital advertising. It may surprise some investors to learn that Microsoft is currently the seventh largest digital ad company in the world, but platforms like LinkedIn and Bing Search have allowed the company to develop a foothold in that market. Better yet, Microsoft provides the ad tech that powers Netflix&#39;s ad-supported streaming service. That exclusive partnership should help Microsoft tap into the online video ad market, which is expected to grow at 14% annually to reach $362 billion by 2027. Meanwhile, Statista says the broader digital ad market will grow at 10% annually to surpass $1 trillion over the same time period.</p><p>The third exciting growth opportunity is cybersecurity. Analysts recognize Microsoft as a leader across several industry verticals, including security information and event management, unified endpoint management, and access management. And those accolades have come alongside strong growth. For instance, Microsoft increased its security customer count by 33% in the most recent quarter. More than 860,000 organizations now rely on its cybersecurity software. That puts Microsoft in a good spot. The cybersecurity market is expected to grow at 12% annually to surpass $500 billion by 2030, according to Grand View Research.</p><p>With that in mind, shares of Microsoft currently trade at 25 times earnings. That is not cheap in a traditional sense, but it is reasonable in the context of Microsoft&#39;s growth opportunities, and it is a discount compared to the three-year average of 32.1 times earnings. That&#39;s why this stock is worth buying today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Are Once-in-a-Decade Buys in a Nasdaq Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks That Are Once-in-a-Decade Buys in a Nasdaq Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/05/2-stocks-once-in-a-decade-buys-nasdaq-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq Composite nosedived into a bear market last year, dragged down by high inflation, rising interest rates, and recession fears. Throughout that drawdown, Tesla and Microsoft have seen their ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/05/2-stocks-once-in-a-decade-buys-nasdaq-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2023/01/05/2-stocks-once-in-a-decade-buys-nasdaq-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301258409","content_text":"The Nasdaq Composite nosedived into a bear market last year, dragged down by high inflation, rising interest rates, and recession fears. Throughout that drawdown, Tesla and Microsoft have seen their share prices plunge 73% and 30%, respectively. To put those losses in context, neither stock has suffered a sharper decline at any point in the past decade.On the bright side, economic challenges are temporary, and both businesses remain well positioned for growth over the long term. For that reason, investors should view the current situation as a once-in-a-decade buying opportunity.1. Tesla is still a leader in innovative vehicle technologiesLast year was tough for Tesla. Between supply chain disruptions, temporary closures of Gigafactory Shanghai, and softening consumer demand, the company missed Wall Street's delivery estimates in the third and fourth quarters. Tesla also missed its own forecast of 50% average annual growth \"over a multi-year horizon,\" as deliveries grew just 40% to 1.3 million in 2022.Fortunately, those headwinds are temporary. Supply chain problems will resolve in time; China has shifted away from its zero COVID-19 policy; and consumer spending should rebound as inflation normalizes and interest rates fall. That means the long-term investment thesis is still intact. In other words, Tesla is well positioned to benefit from the secular shift toward autonomous vehicles and electric cars -- better than any other automaker in the near and long term, according to Baird analyst Ben Kallo.Tesla has yet to report Q4 financial results, but its Q3 report was solid. Revenue climbed 56% to $21.5 billion; Tesla achieved an industry-leading operating margin of 17%; and free cash flow soared 148% to $3.3 billion.Looking ahead, management says full self-driving (FSD) technology will eventually be the most important source of profitability. Tesla recently made its FSD beta software available to all North American customers, which should push operating margins even higher over time. The company also plans to achieve volume production of a robotaxi in 2024, which will move Tesla one step closer to its endgame: an autonomous ride-hailing platform.Building on that, Tesla has logged data from more autonomous driving miles than any other automaker, and data is essential for training the artificial intelligence (AI) models that power self-driving cars. That advantage positions Tesla to be a leader in autonomous vehicles, a market Precedence Research says will grow at 39% annually to reach $1.8 trillion by 2030. Meanwhile, Transparency Market Research says the broader electric vehicle market will grow at 30% annually to reach $1.9 trillion by 2031.In a nutshell, Tesla is set to benefit from two large and growing opportunities, which make its valuation of 5.1 times sales look relatively reasonable. Of course, that multiple is quite pricey compared to other automakers, but it is cheaper than Tesla's three-year average of 15.7 times sales. That's why risk-tolerant investors should buy a small position in this growth stock today.2. Microsoft has several big opportunities ahead of itMicrosoft technology can be found at the core of most organizations. For instance, Microsoft 365 is the most popular enterprise application suite, and the Windows operating system is the gold standard for personal computers and data center servers. Microsoft has also carved out a strong market presence in areas like communications, business intelligence, and enterprise resource-planning software. Those tools will keep the company relevant for many years to come.Not surprisingly, Microsoft's growth has slowed amid the difficult economic environment. In the most recent quarter, revenue increased just 11% to $50.1 billion, while earnings dropped 13% to $2.35 per diluted share. But growth should reaccelerate when the economy rebounds, and Microsoft has several exciting growth opportunities.The first is cloud computing. Microsoft Azure accounted for 21% of cloud-infrastructure and platform-services spend in Q3, making it the second most popular cloud vendor. In fact, Microsoft has nearly twice as much market share as third place Alphabet. That puts the company in a good spot, as cloud spending will grow at 20% annually to reach $1.7 trillion by 2029, according to Fortune Business Insights.The second exciting growth opportunity is digital advertising. It may surprise some investors to learn that Microsoft is currently the seventh largest digital ad company in the world, but platforms like LinkedIn and Bing Search have allowed the company to develop a foothold in that market. Better yet, Microsoft provides the ad tech that powers Netflix's ad-supported streaming service. That exclusive partnership should help Microsoft tap into the online video ad market, which is expected to grow at 14% annually to reach $362 billion by 2027. Meanwhile, Statista says the broader digital ad market will grow at 10% annually to surpass $1 trillion over the same time period.The third exciting growth opportunity is cybersecurity. Analysts recognize Microsoft as a leader across several industry verticals, including security information and event management, unified endpoint management, and access management. And those accolades have come alongside strong growth. For instance, Microsoft increased its security customer count by 33% in the most recent quarter. More than 860,000 organizations now rely on its cybersecurity software. That puts Microsoft in a good spot. The cybersecurity market is expected to grow at 12% annually to surpass $500 billion by 2030, according to Grand View Research.With that in mind, shares of Microsoft currently trade at 25 times earnings. That is not cheap in a traditional sense, but it is reasonable in the context of Microsoft's growth opportunities, and it is a discount compared to the three-year average of 32.1 times earnings. That's why this stock is worth buying today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963364147,"gmtCreate":1668599485290,"gmtModify":1676538082530,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9963364147","repostId":"1144699938","repostType":4,"repost":{"id":"1144699938","kind":"news","pubTimestamp":1668597791,"share":"https://ttm.financial/m/news/1144699938?lang=&edition=fundamental","pubTime":"2022-11-16 19:23","market":"us","language":"en","title":"Warren Buffett’s Chip-Stock Purchase Is a Classic Example of Why You Want to Be \"Greedy Only When Others Are Fearful\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1144699938","media":"Market Watch","summary":"This has been quite a year for Berkshire Hathaway and CEO Warren Buffett. The conglomerate just disc","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/b4bdd4995cefdd6ab95e4170d906c917\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/>This has been quite a year for Berkshire Hathaway and CEO Warren Buffett. The conglomerate just disclosed its investments in other companies as of the end of the third quarter, and one name — and one industry — stands out.</p><p>In its 13F filing with the the Securities and Exchange Commission on Nov. 14, Berkshire disclosed investments in 50 stocks as of Sept. 30 with a combined market value of $296.1 billion.</p><p>Berkshire opened three new stock positions during the third quarter:</p><p><img src=\"https://static.tigerbbs.com/e011b3feadae73a4180377fc089fb6a5\" tg-width=\"808\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/>The 13F filing doesn’t say exactly when the shares were purchased, but Berkshire built up its $4.1 billion position in Taiwan Semiconductor          TSM after the semiconductor industry had fallen hard. Semiconductor manufacturing has traditionally been a cyclical business and TSM is the highest-volume producer of computer chips in the world.</p><blockquote>“  Our goal is more modest: We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.”</blockquote><blockquote>— Berkshire Hathaway CEO Warren Buffett in his 1986 annual letter to shareholders.</blockquote><p>Semiconductor stocks tumbled as investors perceived the group had entered a down cycle. The iShares Semiconductor ETF <a href=\"https://www.marketwatch.com/story/semiconductor-stocks-have-bounced-from-2022-lows-and-analysts-expect-upside-of-at-least-28-in-the-next-year-11667917200?mod=article_inline\" target=\"_blank\">hit its 2022 closing low</a> on  Oct. 14 when it was down 44% for the year, before rising 25% through Nov. 14.</p><p>When SOXX hit bottom, Taiwan Semiconductor had been hit even harder, with a 46% decline.</p><p>Taiwan Semiconductor fell to its 2022 low on Nov. 3 when it was down 49% for the  year. Berkshire built its position in TSM some time between June 30, when the stock was down 35% for 2022, and Sept. 30, when it was down 41% for the year.</p><p>It appears Buffett’s timing was excellent, following a part of the long-term strategy he discussed in his annual <a href=\"https://berkshirehathaway.com/letters/1986.html\" target=\"_blank\">letter to shareholders</a> that was included with Berkshire’s 1986 annual report. Buffett explained that market disruptions were unpredictable.</p><p>“Our goal is more modest: We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful,” he wrote.</p><h2>Other stocks Berkshire added to, sold or trimmed</h2><p>During the third quarter, Berkshire added to its holdings of the following stocks. They are sorted by the market value of the holdings as of Sept. 30:</p><p><img src=\"https://static.tigerbbs.com/f873df7c27692e7f55fa6d3e60dccda1\" tg-width=\"797\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/>While Berkshire added to its holdings of Paramount Global PARA  and Celanese Corp.  CE during the third quarter, the Sept. 30 position values were down from June 30 because the stocks had fallen 22% and 23%, respectively.</p><p>Berkshire sold all of its shares of Store Capital Corp. during the third quarter. This position had  been valued at $385 million as of June 30.</p><p>Here are other stock positions Berkshire sold partially during the third quarter:</p><p><img src=\"https://static.tigerbbs.com/5dc3c81e06de82948bc74af98fba5669\" tg-width=\"785\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/></p><h2>Berkshire’s performance: How to rest easier</h2><p>Here’s a five-year chart showing the return of Berkshire’s Class B          <a href=\"/investing/stock/BRK.B?mod=MW_story_quote\" target=\"_blank\">BRK</a>       shares against the benchmark S&amp;P 500          <a href=\"/investing/stock/SPX?mod=MW_story_quote\" target=\"_blank\">SPX</a>       through Nov. 14:</p><p><img src=\"https://static.tigerbbs.com/ad13bbe039f2983998cfd7d5feabdda9\" tg-width=\"700\" tg-height=\"623\" referrerpolicy=\"no-referrer\"/>Berkshire’s five-year total return has been slightly higher than that of the S&amp;P 500. Maybe your first reaction is that this performance is nothing to get excited about.</p><p>If you had taken the same five-year look at Berkshire’s performance against the index a year ago, you would have seen Berkshire’s 81% return trailing a 136% return for the S&amp;P 500 and might have bought into the idea that Buffett’s value-investing philosophy was out of date.</p><p>But over the past year, the S&amp;P 500 has fallen 14%, while Berkshire’s Class B shares have returned 8.5%.</p><p>For many investors, the ability to sleep better at night might make Buffett’s value approach more worthwhile.</p></body></html>","source":"lsy1616996754749","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>Warren Buffett’s Chip-Stock Purchase Is a Classic Example of Why You Want to Be \"Greedy Only When Others Are Fearful\"</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\">\nWarren Buffett’s Chip-Stock Purchase Is a Classic Example of Why You Want to Be \"Greedy Only When Others Are Fearful\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/warren-buffetts-chip-stock-purchase-is-a-classic-example-of-why-you-want-to-be-greedy-only-when-others-are-fearful-11668526053?mod=home-page><strong>Market Watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This has been quite a year for Berkshire Hathaway and CEO Warren Buffett. The conglomerate just disclosed its investments in other companies as of the end of the third quarter, and one name — and one ...</p>\n\n<a href=\"https://www.marketwatch.com/story/warren-buffetts-chip-stock-purchase-is-a-classic-example-of-why-you-want-to-be-greedy-only-when-others-are-fearful-11668526053?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.marketwatch.com/story/warren-buffetts-chip-stock-purchase-is-a-classic-example-of-why-you-want-to-be-greedy-only-when-others-are-fearful-11668526053?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144699938","content_text":"This has been quite a year for Berkshire Hathaway and CEO Warren Buffett. The conglomerate just disclosed its investments in other companies as of the end of the third quarter, and one name — and one industry — stands out.In its 13F filing with the the Securities and Exchange Commission on Nov. 14, Berkshire disclosed investments in 50 stocks as of Sept. 30 with a combined market value of $296.1 billion.Berkshire opened three new stock positions during the third quarter:The 13F filing doesn’t say exactly when the shares were purchased, but Berkshire built up its $4.1 billion position in Taiwan Semiconductor          TSM after the semiconductor industry had fallen hard. Semiconductor manufacturing has traditionally been a cyclical business and TSM is the highest-volume producer of computer chips in the world.“  Our goal is more modest: We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.”— Berkshire Hathaway CEO Warren Buffett in his 1986 annual letter to shareholders.Semiconductor stocks tumbled as investors perceived the group had entered a down cycle. The iShares Semiconductor ETF hit its 2022 closing low on  Oct. 14 when it was down 44% for the year, before rising 25% through Nov. 14.When SOXX hit bottom, Taiwan Semiconductor had been hit even harder, with a 46% decline.Taiwan Semiconductor fell to its 2022 low on Nov. 3 when it was down 49% for the  year. Berkshire built its position in TSM some time between June 30, when the stock was down 35% for 2022, and Sept. 30, when it was down 41% for the year.It appears Buffett’s timing was excellent, following a part of the long-term strategy he discussed in his annual letter to shareholders that was included with Berkshire’s 1986 annual report. Buffett explained that market disruptions were unpredictable.“Our goal is more modest: We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful,” he wrote.Other stocks Berkshire added to, sold or trimmedDuring the third quarter, Berkshire added to its holdings of the following stocks. They are sorted by the market value of the holdings as of Sept. 30:While Berkshire added to its holdings of Paramount Global PARA  and Celanese Corp.  CE during the third quarter, the Sept. 30 position values were down from June 30 because the stocks had fallen 22% and 23%, respectively.Berkshire sold all of its shares of Store Capital Corp. during the third quarter. This position had  been valued at $385 million as of June 30.Here are other stock positions Berkshire sold partially during the third quarter:Berkshire’s performance: How to rest easierHere’s a five-year chart showing the return of Berkshire’s Class B          BRK       shares against the benchmark S&P 500          SPX       through Nov. 14:Berkshire’s five-year total return has been slightly higher than that of the S&P 500. Maybe your first reaction is that this performance is nothing to get excited about.If you had taken the same five-year look at Berkshire’s performance against the index a year ago, you would have seen Berkshire’s 81% return trailing a 136% return for the S&P 500 and might have bought into the idea that Buffett’s value-investing philosophy was out of date.But over the past year, the S&P 500 has fallen 14%, while Berkshire’s Class B shares have returned 8.5%.For many investors, the ability to sleep better at night might make Buffett’s value approach more worthwhile.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987338337,"gmtCreate":1667817050030,"gmtModify":1676537968540,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9987338337","repostId":"1102630191","repostType":4,"repost":{"id":"1102630191","kind":"news","pubTimestamp":1667813215,"share":"https://ttm.financial/m/news/1102630191?lang=&edition=fundamental","pubTime":"2022-11-07 17:26","market":"us","language":"en","title":"Meta, Activision Blizzard, DWAC, Take-Two Interactive And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1102630191","media":"Benzinga","summary":"With US stock futures trading slightly lower this morning on Monday, some of the stocks that may gra","content":"<html><head></head><body><p>With US stock futures trading slightly lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><ul><li><b>Meta</b> is planning to begin large-scale layoffs this week, according to people familiar with the matter, in what could be the largest round in a recent spate of tech job cuts after the industry’s rapid growth during the pandemic. Stocks gained over 2% in premarket trading.</li></ul><ul><li>Former President <b>Donald Trump</b> is planning to announce his candidacy for the upcoming 2024 presidential election on Nov. 14, according to Axios, which spoke to sources familiar with the situation. <b>DWAC</b> surged over 50% in premarket trading</li></ul><ul><li>Wall Street expects <b>Activision Blizzard, Inc.</b> to report quarterly earnings at $0.50 per share on revenue of $1.69 billion <i>before the opening</i> bell. Activision shares slipped 0.1% to $71.95 in after-hours trading.</li><li>Analysts are expecting <b>Take-Two Interactive Software, Inc.</b> to have earned $1.37 per share on revenue of $1.55 billion for the latest quarter. The company will release earnings after the markets close. Take-Two Interactive shares gained 0.2% to $108.73 in after-hours trading.</li><li><b>Energy Fuels Inc.</b> posted a Q3 loss of $0.06 per share, versus a year-ago loss of $0.05 per share. Its sales climbed to $2.93 million from $715,000. Energy Fuels shares fell 0.4% to $6.88 in the after-hours trading session.</li></ul><ul><li>After the markets close, <b>The Mosaic Company</b> is projected to post quarterly earnings at $3.42 per share on revenue of $5.76 billion. Mosaic shares gained 0.2% to $49.39 in after-hours trading.</li><li>Analysts expect <b>HF Sinclair Corporation</b> to post quarterly earnings at $4.12 per share on revenue of $8.28 billion before the opening bell. HF Sinclair shares rose 0.1% to $63.11 in after-hours trading.</li></ul></body></html>","source":"lsy1606299360108","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>Meta, Activision Blizzard, DWAC, Take-Two Interactive And More: U.S. Stocks To Watch</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\">\nMeta, Activision Blizzard, DWAC, Take-Two Interactive And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 17:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/11/29586995/activision-take-two-and-3-stocks-to-watch-heading-into-monday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading slightly lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:Meta is planning to begin large-scale layoffs this week, ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/11/29586995/activision-take-two-and-3-stocks-to-watch-heading-into-monday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","TTWO":"Take-Two Interactive Software","DINO":"HF Sinclair Corporation","ATVI":"动视暴雪","MOS":"美国美盛","UUUU":"Energy Fuels Inc"},"source_url":"https://www.benzinga.com/news/earnings/22/11/29586995/activision-take-two-and-3-stocks-to-watch-heading-into-monday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102630191","content_text":"With US stock futures trading slightly lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:Meta is planning to begin large-scale layoffs this week, according to people familiar with the matter, in what could be the largest round in a recent spate of tech job cuts after the industry’s rapid growth during the pandemic. Stocks gained over 2% in premarket trading.Former President Donald Trump is planning to announce his candidacy for the upcoming 2024 presidential election on Nov. 14, according to Axios, which spoke to sources familiar with the situation. DWAC surged over 50% in premarket tradingWall Street expects Activision Blizzard, Inc. to report quarterly earnings at $0.50 per share on revenue of $1.69 billion before the opening bell. Activision shares slipped 0.1% to $71.95 in after-hours trading.Analysts are expecting Take-Two Interactive Software, Inc. to have earned $1.37 per share on revenue of $1.55 billion for the latest quarter. The company will release earnings after the markets close. Take-Two Interactive shares gained 0.2% to $108.73 in after-hours trading.Energy Fuels Inc. posted a Q3 loss of $0.06 per share, versus a year-ago loss of $0.05 per share. Its sales climbed to $2.93 million from $715,000. Energy Fuels shares fell 0.4% to $6.88 in the after-hours trading session.After the markets close, The Mosaic Company is projected to post quarterly earnings at $3.42 per share on revenue of $5.76 billion. Mosaic shares gained 0.2% to $49.39 in after-hours trading.Analysts expect HF Sinclair Corporation to post quarterly earnings at $4.12 per share on revenue of $8.28 billion before the opening bell. HF Sinclair shares rose 0.1% to $63.11 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916120059,"gmtCreate":1664539207672,"gmtModify":1676537473910,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916120059","repostId":"1153038118","repostType":4,"repost":{"id":"1153038118","kind":"news","pubTimestamp":1664549928,"share":"https://ttm.financial/m/news/1153038118?lang=&edition=fundamental","pubTime":"2022-09-30 22:58","market":"us","language":"en","title":"Apple: \"Fear\" Seems More Appropriate Than \"Greed\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1153038118","media":"Seeking Alpha","summary":"SummaryApple is exposed to a recession. Orders are not as high as the company thought they would be,","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple is exposed to a recession. Orders are not as high as the company thought they would be, and weak consumer sentiment is a headwind.</li><li>Apple is still historically expensive, despite the fact that rising rates should lead to equity multiple compression.</li><li>AAPL has so far not dropped a lot. This is not really a good buy-the-dip opportunity. Being fearful makes more sense than being greedy right now.</li></ul><h3>Article Thesis</h3><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> has undoubtedly been a strong investment over the last couple of years. But in the current environment, the downside risk could be larger than the upside potential, due to several reasons we&#39;ll lay out in this article. Despite the recent share price decline, investors thus shouldn&#39;t be &#34;greedy&#34; in the current environment. Instead, being &#34;fearful&#34; and staying away could be the better choice.</p><h3>Why Apple Could Underperform Going Forward</h3><p>Apple is up by a hefty 280% over the last five years. Clearly, everyone that bought it years ago has made a great choice. But that does not mean that buying today will be a similarly good investment. There are several reasons to believe that things will be different going forward.</p><h3>Recession And Business Risks</h3><p>The first reason is that Apple faces considerable risks to its business stemming from both an economic downturn and high inflation. Apple is primarily a consumer hardware company, clearly making it a discretionary consumer goods player. During harsh times, consumers are not saving money by buying less food, fewer cigarettes, or less toothpaste. Instead, they cut back on items that are nice but not necessary - such as a new car, holiday travel, dining at restaurants, or new phones. Many people buy new phones regularly even though their old ones still work - during a recession, that could change. After all, cash-strapped consumers might decide to keep their old phones for a little longer, or they might opt for a cheaper new phone.</p><p>To some degree, Apple is protected by the fact that many of its customers have above-average incomes. But that does not hold true for all of Apple&#39;s customers, and even those with solid incomes are feeling the pinch of inflation and an economic downturn today. This summer, it was reported that two out of three Americans are spending their savings, thus even some people with above-average incomes are coming under pressure from a financial perspective. Combine this with increasing interest rates and a worsening macroeconomic picture, and it would not be surprising to see more consumers opt for fewer or cheaper purchases when it comes to discretionary items, which include Apple&#39;s phones, tablets, PCs, etc. Apple&#39;s service business could be better-protected from this trend, as consumers don&#39;t make big single purchases when they opt for a subscription, but in essence, these items are discretionary (not needed) as well, and even though the service business could fare better, the vast majority of Apple&#39;s revenue and profit is generated by the more vulnerable hardware business.</p><p>Apple is already forecasted to see its revenue growth drop to a low-single-digit rate over the next couple of quarters, according to the analyst consensus. In real terms, this means a significant revenue decline due to inflation running at a high-single-digit rate. Apple has just announced that it would not add to its iPhone orders, as demand is lower than expected. This makes it likely that Wall Street analysts will revise their estimates downward for the next couple of quarters, as Apple looks like it could underperform current expectations, where lower orders than previously thought were not yet accounted for.</p><p>That&#39;s not the only macro issue, however. Apple could also come under pressure from inflation, as expenses rise. This holds true for employee compensation expenses in the United States, where major tech companies such as Apple, Alphabet (GOOG), Microsoft (MSFT), and Amazon (AMZN) are battling over engineers. Earlier this year, Bloomberg reported that Apple was giving out bonuses of up to $200,000 for engineers in order to retain talent. Pay increases for employees naturally increase expenses for Apple. When that goes hand in hand with low or no revenue growth, profits might come under pressure.</p><p>Other expenses are climbing as well, including for manufacturing, e.g. due to rising energy costs. Taiwan Semiconductor Manufacturing (TSM), one of Apple&#39;s largest suppliers, is asking for higher payments per chip in the future. So far, Apple doesn&#39;t want to pay that. But since both companies rely on each other to some degree, it would not be surprising if they eventually agree on some price increase, although possibly less than what TSM is seeking.</p><p>No matter what, it seems pretty clear to me that Apple is exposed to these macro headwinds. Profits will not fall off a cliff, of course. But even stagnant profits would be an issue when we account for high inflation, and it would also not fit well versus the current rather high valuation Apple is trading at, which gets us to the next point.</p><h3>Apple Is Historically Expensive</h3><p>Total returns are driven by underlying growth and shareholder returns. But valuation plays a role as well, due to the potential for multiple expansion and multiple compression. Buying companies when they trade below the normal range is thus a good idea, as it increases the upside potential for investors and as it reduces downside risk. On the other hand, buying at historically high valuations reduces the share price upside, as multiple compression is more likely than further multiple expansion. When shares are bought at a historically high valuation, the downside risk is more pronounced as well, making this a risky choice.</p><p>Apple is a company that is currently trading well above the historic norm:</p><p><img src=\"https://static.tigerbbs.com/13dc74788f8d171077e230ec95c47ca6\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Apple currently is valued at more than 13x forward EBITDA. That&#39;s a pretty high valuation in absolute terms, considering Apple is an established company that&#39;s not growing fast any longer. Even worse, the current valuation is way higher than it used to be in the past. Apple is trading at a 79% premium versus the 10-year average valuation. Even relative to the 5-year median, Apple is currently expensive. Interest rates have risen considerably in recent months, which should, in theory, lead to lower valuations for equities due to higher discount rates. Apple is thus historically expensive at a time when equities should become less expensive than they used to be in a zero-interest-rate-environment.</p><p>I believe that this means two things: First, Apple is at risk of seeing its valuation compress substantially. A reversal toward the historic norm would result in steep losses for investors. Even if that does not happen, it seems likely that future returns will be limited. Secondly, a stock&#39;s valuation can&#39;t increase forever, especially not in a recessionary environment where interest rates are climbing. Multiple normalization should offset some of the underlying growth Apple will generate in the future. In the past, buying Apple at or below the historic valuation norm worked very well. Buying it at historic highs will not work as fine, I believe. Five years ago, Apple was trading for 11x EBITDA - it was inexpensive in absolute terms and not historically expensive. Those that bought back then have benefitted from massive multiple expansion tailwinds. But the same will most likely not happen for those that buy here, as Apple is trading well above the historic norm right now, making further multiple expansion rather unlikely, I think.</p><p>It&#39;s also important to note that the high valuation works against investors when it comes to share repurchases. Those were very effective at creating shareholder value when Apple was trading at half the current valuation. Today, shares have to be bought back at a pretty high multiple, meaning buybacks are less efficient and the positive impact on earnings per share growth will be diminished.</p><h3>Apple Has So Far Not Fallen As Much As The Market</h3><p>I believe that there&#39;s a third reason to not be too optimistic when it comes to Apple&#39;s near-term share price potential. The stock has declined versus recent highs, but not too much. In fact, Apple has outperformed the broad market:</p><p><img src=\"https://static.tigerbbs.com/284ac596a251c5e7af4121a1525060f7\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>From this year&#39;s highs, Apple has declined by 16% so far. The broad market has dropped by 23%, while the tech-heavy Nasdaq index (QQQ) has dropped by a hefty 31%. Apple&#39;s outperformance is positive for current holders, especially for those that are looking toward locking in gains. But I do believe that the less pronounced fall in AAPL&#39;s stock, relative to the broad market, makes it less appealing for new buyers. After all, the best deals are made when stocks have dropped a lot. That is the case for a wide range of other equities, including many tech stocks. But since Apple has not dropped much, we don&#39;t really have a pronounced buying opportunity here. Apple&#39;s valuation also has declined less than that of the broad market, which could mean that it has further to fall in the coming weeks.</p><p>Apple repeatedly dropped by 30%, 40%, or even more from its highs over the last decade. Following these drops, it was always a great buy. But such a drop has not yet materialized here. In case it does, current holders would see significant share price declines - and those not buying today, when AAPL is still trading at a historically high valuation, could get a much better buying opportunity down the road.</p><h3>Final Thoughts</h3><p>Apple is a quality company, that is pretty clear. But even quality companies can be bad investments when bought at the wrong price/valuation. Microsoft during the dot.com bubble is a great example of that - despite great margins, great returns on capital, strong growth, and a clean balance sheet, MSFT saw its shares drop massively when the bubble burst.</p><p>Apple is not as overvalued as MSFT was back then, but Apple undoubtedly is expensive. Despite weak expected growth, Apple trades at a premium to the market. And even more telling, it is way more expensive than it used to be.</p><p>Since Apple is not immune to a recession and inflation, I do believe that it is not a good investment at current prices. Shares have not dropped a lot yet and are not at all a bargain at current prices, which is why &#34;fear&#34; seems more appropriate than &#34;greed&#34;.</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: \"Fear\" Seems More Appropriate Than \"Greed\"</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: \"Fear\" Seems More Appropriate Than \"Greed\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 22:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543687-apple-be-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is exposed to a recession. Orders are not as high as the company thought they would be, and weak consumer sentiment is a headwind.Apple is still historically expensive, despite the fact ...</p>\n\n<a href=\"https://seekingalpha.com/article/4543687-apple-be-fearful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4543687-apple-be-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153038118","content_text":"SummaryApple is exposed to a recession. Orders are not as high as the company thought they would be, and weak consumer sentiment is a headwind.Apple is still historically expensive, despite the fact that rising rates should lead to equity multiple compression.AAPL has so far not dropped a lot. This is not really a good buy-the-dip opportunity. Being fearful makes more sense than being greedy right now.Article ThesisApple has undoubtedly been a strong investment over the last couple of years. But in the current environment, the downside risk could be larger than the upside potential, due to several reasons we'll lay out in this article. Despite the recent share price decline, investors thus shouldn't be \"greedy\" in the current environment. Instead, being \"fearful\" and staying away could be the better choice.Why Apple Could Underperform Going ForwardApple is up by a hefty 280% over the last five years. Clearly, everyone that bought it years ago has made a great choice. But that does not mean that buying today will be a similarly good investment. There are several reasons to believe that things will be different going forward.Recession And Business RisksThe first reason is that Apple faces considerable risks to its business stemming from both an economic downturn and high inflation. Apple is primarily a consumer hardware company, clearly making it a discretionary consumer goods player. During harsh times, consumers are not saving money by buying less food, fewer cigarettes, or less toothpaste. Instead, they cut back on items that are nice but not necessary - such as a new car, holiday travel, dining at restaurants, or new phones. Many people buy new phones regularly even though their old ones still work - during a recession, that could change. After all, cash-strapped consumers might decide to keep their old phones for a little longer, or they might opt for a cheaper new phone.To some degree, Apple is protected by the fact that many of its customers have above-average incomes. But that does not hold true for all of Apple's customers, and even those with solid incomes are feeling the pinch of inflation and an economic downturn today. This summer, it was reported that two out of three Americans are spending their savings, thus even some people with above-average incomes are coming under pressure from a financial perspective. Combine this with increasing interest rates and a worsening macroeconomic picture, and it would not be surprising to see more consumers opt for fewer or cheaper purchases when it comes to discretionary items, which include Apple's phones, tablets, PCs, etc. Apple's service business could be better-protected from this trend, as consumers don't make big single purchases when they opt for a subscription, but in essence, these items are discretionary (not needed) as well, and even though the service business could fare better, the vast majority of Apple's revenue and profit is generated by the more vulnerable hardware business.Apple is already forecasted to see its revenue growth drop to a low-single-digit rate over the next couple of quarters, according to the analyst consensus. In real terms, this means a significant revenue decline due to inflation running at a high-single-digit rate. Apple has just announced that it would not add to its iPhone orders, as demand is lower than expected. This makes it likely that Wall Street analysts will revise their estimates downward for the next couple of quarters, as Apple looks like it could underperform current expectations, where lower orders than previously thought were not yet accounted for.That's not the only macro issue, however. Apple could also come under pressure from inflation, as expenses rise. This holds true for employee compensation expenses in the United States, where major tech companies such as Apple, Alphabet (GOOG), Microsoft (MSFT), and Amazon (AMZN) are battling over engineers. Earlier this year, Bloomberg reported that Apple was giving out bonuses of up to $200,000 for engineers in order to retain talent. Pay increases for employees naturally increase expenses for Apple. When that goes hand in hand with low or no revenue growth, profits might come under pressure.Other expenses are climbing as well, including for manufacturing, e.g. due to rising energy costs. Taiwan Semiconductor Manufacturing (TSM), one of Apple's largest suppliers, is asking for higher payments per chip in the future. So far, Apple doesn't want to pay that. But since both companies rely on each other to some degree, it would not be surprising if they eventually agree on some price increase, although possibly less than what TSM is seeking.No matter what, it seems pretty clear to me that Apple is exposed to these macro headwinds. Profits will not fall off a cliff, of course. But even stagnant profits would be an issue when we account for high inflation, and it would also not fit well versus the current rather high valuation Apple is trading at, which gets us to the next point.Apple Is Historically ExpensiveTotal returns are driven by underlying growth and shareholder returns. But valuation plays a role as well, due to the potential for multiple expansion and multiple compression. Buying companies when they trade below the normal range is thus a good idea, as it increases the upside potential for investors and as it reduces downside risk. On the other hand, buying at historically high valuations reduces the share price upside, as multiple compression is more likely than further multiple expansion. When shares are bought at a historically high valuation, the downside risk is more pronounced as well, making this a risky choice.Apple is a company that is currently trading well above the historic norm:Apple currently is valued at more than 13x forward EBITDA. That's a pretty high valuation in absolute terms, considering Apple is an established company that's not growing fast any longer. Even worse, the current valuation is way higher than it used to be in the past. Apple is trading at a 79% premium versus the 10-year average valuation. Even relative to the 5-year median, Apple is currently expensive. Interest rates have risen considerably in recent months, which should, in theory, lead to lower valuations for equities due to higher discount rates. Apple is thus historically expensive at a time when equities should become less expensive than they used to be in a zero-interest-rate-environment.I believe that this means two things: First, Apple is at risk of seeing its valuation compress substantially. A reversal toward the historic norm would result in steep losses for investors. Even if that does not happen, it seems likely that future returns will be limited. Secondly, a stock's valuation can't increase forever, especially not in a recessionary environment where interest rates are climbing. Multiple normalization should offset some of the underlying growth Apple will generate in the future. In the past, buying Apple at or below the historic valuation norm worked very well. Buying it at historic highs will not work as fine, I believe. Five years ago, Apple was trading for 11x EBITDA - it was inexpensive in absolute terms and not historically expensive. Those that bought back then have benefitted from massive multiple expansion tailwinds. But the same will most likely not happen for those that buy here, as Apple is trading well above the historic norm right now, making further multiple expansion rather unlikely, I think.It's also important to note that the high valuation works against investors when it comes to share repurchases. Those were very effective at creating shareholder value when Apple was trading at half the current valuation. Today, shares have to be bought back at a pretty high multiple, meaning buybacks are less efficient and the positive impact on earnings per share growth will be diminished.Apple Has So Far Not Fallen As Much As The MarketI believe that there's a third reason to not be too optimistic when it comes to Apple's near-term share price potential. The stock has declined versus recent highs, but not too much. In fact, Apple has outperformed the broad market:From this year's highs, Apple has declined by 16% so far. The broad market has dropped by 23%, while the tech-heavy Nasdaq index (QQQ) has dropped by a hefty 31%. Apple's outperformance is positive for current holders, especially for those that are looking toward locking in gains. But I do believe that the less pronounced fall in AAPL's stock, relative to the broad market, makes it less appealing for new buyers. After all, the best deals are made when stocks have dropped a lot. That is the case for a wide range of other equities, including many tech stocks. But since Apple has not dropped much, we don't really have a pronounced buying opportunity here. Apple's valuation also has declined less than that of the broad market, which could mean that it has further to fall in the coming weeks.Apple repeatedly dropped by 30%, 40%, or even more from its highs over the last decade. Following these drops, it was always a great buy. But such a drop has not yet materialized here. In case it does, current holders would see significant share price declines - and those not buying today, when AAPL is still trading at a historically high valuation, could get a much better buying opportunity down the road.Final ThoughtsApple is a quality company, that is pretty clear. But even quality companies can be bad investments when bought at the wrong price/valuation. Microsoft during the dot.com bubble is a great example of that - despite great margins, great returns on capital, strong growth, and a clean balance sheet, MSFT saw its shares drop massively when the bubble burst.Apple is not as overvalued as MSFT was back then, but Apple undoubtedly is expensive. Despite weak expected growth, Apple trades at a premium to the market. And even more telling, it is way more expensive than it used to be.Since Apple is not immune to a recession and inflation, I do believe that it is not a good investment at current prices. Shares have not dropped a lot yet and are not at all a bargain at current prices, which is why \"fear\" seems more appropriate than \"greed\".","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953009720,"gmtCreate":1673088960960,"gmtModify":1676538785644,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953009720","repostId":"2301270987","repostType":4,"repost":{"id":"2301270987","kind":"news","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":1673061428,"share":"https://ttm.financial/m/news/2301270987?lang=&edition=fundamental","pubTime":"2023-01-07 11:17","market":"us","language":"en","title":"Tesla Short Sellers Pile on Pressure After Most Profitable Trade in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2301270987","media":"Reuters","summary":"NEW YORK, Jan 6 (Reuters) - Fresh off their most profitable year ever, short sellers targeting Tesla","content":"<html><head></head><body><p>NEW YORK, Jan 6 (Reuters) - Fresh off their most profitable year ever, short sellers targeting Tesla Inc&#39;s stock are heaping more pressure on the electric vehicle maker led by Elon Musk.</p><p>Traders who aim to profit by selling borrowed shares and hoping to buy them back later at a lower price have increased their short positions on Tesla to about 79 million, according to data from analytics firm S3 Partners. That is up almost 4%, or $325 million worth of new short sales, over the last 30 days, the data showed.</p><p>Tesla short interest stands at $8.76 billion, or nearly 3% of the share float, down from $14 billion a month ago, a decline reflecting the steep drop in Tesla&#39;s stock price.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4db7cf353c2339c7bbd8d5c51cb0dd70\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Reuters Graphics</span></p><p>Tesla shares fell about 65% last year. The decline accelerated after Musk decided to buy social media network Twitter, a move that some investors saw as a distraction for the billionaire chief executive. Shares in Tesla tumbled as much as 7.9% on Friday to $101.81, its lowest since Aug. 12, 2020 before rebounding to add 2.5% at $113.06. The stock is down about 8% so far this year.</p><p>&#34;It looks like shorts are thinking the stock has some more downside risk,&#34; said Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners. &#34;As the stock price hits a floor or expected value for short sellers, they will start trading positions to realize their profits. ... We haven&#39;t seen that in Tesla yet,&#34; he said.</p><p>In 2022, Tesla was the most profitable short trade in the U.S. market, earning $15.85 billion in paper profits for investors, according to S3 data. That was the best year ever for Tesla short sellers, but they have recouped only about a quarter of the $60 billion in estimated losses from 2010 to 2021.</p><p>&#34;Some shorts are certainly cashing out their gains while new shorts may be cycling in on the hopes that the downtrend continues,&#34; said Evan Niu, an analyst at Ortex, which tracks real-time short interest data.</p><p>Traders are leaning toward bearish bets in Tesla options, with pricing implying a 53% probability that the stock will fall more than 12.5% over the next three months. Options positioning signals only a 31% probability that the shares will rise by more than 12.5% over the same period, Refinitiv data showed.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Short Sellers Pile on Pressure After Most Profitable Trade in 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\">\nTesla Short Sellers Pile on Pressure After Most Profitable Trade in 2022\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\">2023-01-07 11:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NEW YORK, Jan 6 (Reuters) - Fresh off their most profitable year ever, short sellers targeting Tesla Inc&#39;s stock are heaping more pressure on the electric vehicle maker led by Elon Musk.</p><p>Traders who aim to profit by selling borrowed shares and hoping to buy them back later at a lower price have increased their short positions on Tesla to about 79 million, according to data from analytics firm S3 Partners. That is up almost 4%, or $325 million worth of new short sales, over the last 30 days, the data showed.</p><p>Tesla short interest stands at $8.76 billion, or nearly 3% of the share float, down from $14 billion a month ago, a decline reflecting the steep drop in Tesla&#39;s stock price.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4db7cf353c2339c7bbd8d5c51cb0dd70\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Reuters Graphics</span></p><p>Tesla shares fell about 65% last year. The decline accelerated after Musk decided to buy social media network Twitter, a move that some investors saw as a distraction for the billionaire chief executive. Shares in Tesla tumbled as much as 7.9% on Friday to $101.81, its lowest since Aug. 12, 2020 before rebounding to add 2.5% at $113.06. The stock is down about 8% so far this year.</p><p>&#34;It looks like shorts are thinking the stock has some more downside risk,&#34; said Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners. &#34;As the stock price hits a floor or expected value for short sellers, they will start trading positions to realize their profits. ... We haven&#39;t seen that in Tesla yet,&#34; he said.</p><p>In 2022, Tesla was the most profitable short trade in the U.S. market, earning $15.85 billion in paper profits for investors, according to S3 data. That was the best year ever for Tesla short sellers, but they have recouped only about a quarter of the $60 billion in estimated losses from 2010 to 2021.</p><p>&#34;Some shorts are certainly cashing out their gains while new shorts may be cycling in on the hopes that the downtrend continues,&#34; said Evan Niu, an analyst at Ortex, which tracks real-time short interest data.</p><p>Traders are leaning toward bearish bets in Tesla options, with pricing implying a 53% probability that the stock will fall more than 12.5% over the next three months. Options positioning signals only a 31% probability that the shares will rise by more than 12.5% over the same period, Refinitiv data showed.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4527":"明星科技股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4550":"红杉资本持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4551":"寇图资本持仓","BK4574":"无人驾驶","TSLA":"特斯拉","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4099":"汽车制造商","LU2063271972.USD":"富兰克林创新领域基金","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301270987","content_text":"NEW YORK, Jan 6 (Reuters) - Fresh off their most profitable year ever, short sellers targeting Tesla Inc's stock are heaping more pressure on the electric vehicle maker led by Elon Musk.Traders who aim to profit by selling borrowed shares and hoping to buy them back later at a lower price have increased their short positions on Tesla to about 79 million, according to data from analytics firm S3 Partners. That is up almost 4%, or $325 million worth of new short sales, over the last 30 days, the data showed.Tesla short interest stands at $8.76 billion, or nearly 3% of the share float, down from $14 billion a month ago, a decline reflecting the steep drop in Tesla's stock price.Reuters GraphicsTesla shares fell about 65% last year. The decline accelerated after Musk decided to buy social media network Twitter, a move that some investors saw as a distraction for the billionaire chief executive. Shares in Tesla tumbled as much as 7.9% on Friday to $101.81, its lowest since Aug. 12, 2020 before rebounding to add 2.5% at $113.06. The stock is down about 8% so far this year.\"It looks like shorts are thinking the stock has some more downside risk,\" said Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners. \"As the stock price hits a floor or expected value for short sellers, they will start trading positions to realize their profits. ... We haven't seen that in Tesla yet,\" he said.In 2022, Tesla was the most profitable short trade in the U.S. market, earning $15.85 billion in paper profits for investors, according to S3 data. That was the best year ever for Tesla short sellers, but they have recouped only about a quarter of the $60 billion in estimated losses from 2010 to 2021.\"Some shorts are certainly cashing out their gains while new shorts may be cycling in on the hopes that the downtrend continues,\" said Evan Niu, an analyst at Ortex, which tracks real-time short interest data.Traders are leaning toward bearish bets in Tesla options, with pricing implying a 53% probability that the stock will fall more than 12.5% over the next three months. Options positioning signals only a 31% probability that the shares will rise by more than 12.5% over the same period, Refinitiv data showed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950712308,"gmtCreate":1672836504504,"gmtModify":1676538744773,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950712308","repostId":"2300105437","repostType":4,"repost":{"id":"2300105437","kind":"highlight","pubTimestamp":1672845792,"share":"https://ttm.financial/m/news/2300105437?lang=&edition=fundamental","pubTime":"2023-01-04 23:23","market":"other","language":"en","title":"5 Cryptocurrencies to Avoid Like the Plague in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2300105437","media":"Motley Fool","summary":"Some of the most popular digital currencies on the planet could lose most of their value this year.","content":"<html><head></head><body><p>What a difference a year makes. Following a scorching-hot 2021 for the cryptocurrency space, the combined value of more than 21,000 digital currencies sank by $1.4 trillion, or nearly 64%, to $795 billion in 2022. With equities plunging into a bear market and cryptocurrencies failing to decouple from the stock market, this highly volatile asset class has been clobbered.</p><p>Unfortunately, an encore performance could be in the works for the new year. While a number of crypto projects have demonstrated promise, other popular digital currencies are nothing short of investment land mines. What follows are five cryptocurrencies to avoid like the plague in 2023.</p><h2>Shiba Inu</h2><p>The first cryptocurrency to avoid at all cost in the new year is arguably the hottest digital currency of 2021: meme coin <b>Shiba Inu</b>. Between midnight on Jan. 1, 2021, and its intraday peak on Oct. 27 of the same year, SHIB tokens rallied more than 121,000,000%. Put another way, if you had invested $1 in Shiba Inu the moment 2021 began, you were a millionaire less than 10 months later. By year&#39;s end, SHIB coins had ended higher by approximately 46,000,000%.</p><p>But 2022 was a different story for this retail-investing hero. At points throughout the year, SHIB retraced more than 90% from its all-time high of $0.00008841. Chances are that 2023 will bring more of the same.</p><p>The biggest issue for Shiba Inu is that it lacks anything resembling a competitive advantage or differentiation. It&#39;s an ERC-20 coin built on the <b>Ethereum</b> blockchain, which is a fancy way of saying that it&#39;s effectively nothing more than a payment coin.</p><p>There are countless digital currencies that could, in theory, be used for payments, if merchants would allow for it. To boot, it&#39;s not even a popular payment option, with the number of merchants accepting SHIB stalling in the mid-600s throughout most of 2022, according to data from online business directory Cryptwerk.</p><p>Another issue for Shiba Inu is that its catalysts have fallen flat. The public domain test of level-2 blockchain solution Shibarium, which is designed to lower transaction fees and accelerate the development of blockchain-based gaming, failed to materialize in 2022. Further, interest in non-fungible tokens (NFTs) has fallen off a cliff. NFTs are the lifeblood of blockchain-driven gaming, which puts a damper on Shiba Inu&#39;s gaming and metaverse ambitions.</p><p>History has also been incredibly unkind to payment coins that deliver life-altering gains over a short period. It&#39;s not uncommon for payment coins to retrace in excess of 99% over a two-year stretch following a monumental gain. My suspicion is SHIB is still a long way from reaching its bottom.</p><h2>Terra Classic and TerraClassicUSD</h2><p>The second and third cryptocurrencies to avoid like the plague in 2023 are <b>Terra Classic</b>, the digital currency that was once known as Terra, and <b>TerraClassicUSD</b>, which had previously been known as TerraUSD. These two coins are being lumped together because they&#39;re linked at the hip.</p><p>Prior to May 2022, these two cryptocurrencies appeared revolutionary and surefire. TerraClassicUSD was a stablecoin offering yields of up to 20% that was pegged to the U.S. dollar. Meanwhile, Terra Classic, the native token for TerraClassicUSD, was being minted or burned based on an algorithm to help TerraClassicUSD maintain its peg. It all worked great -- until it didn&#39;t.</p><p>Over $2 billion in TerraClassicUSD was unstaked in early May, which caused TerraClassicUSD to unpeg and led to the minting of trillions of Terra Classic tokens. In a matter of days, more than $60 billion in market value was lost, and a seemingly surefire money machine for crypto yield farmers went up in smoke.</p><p>The TerraClassic community continues to create social media buzz based on the idea that brokerages listing LUNC will implement a burn tax that&#39;ll reduce the max supply of close to 6.9 trillion tokens. But even burning billions of coins won&#39;t have an impact with a max token supply this large.</p><p>The bigger problem is that TerraClassicUSD has de-pegged and its native coin Terra Classic no longer serves any purpose. With all blockchain work now revolving around the new <b>Terra</b>, Terra Classic and TerraClassicUSD are shell investments, with nothing to back their value.</p><h2>FTX Token</h2><p>The fourth cryptocurrency to avoid like the plague in the new year is the native token of the FTX crypto exchange, <b>FTX Token</b>.</p><p>If you follow cryptocurrency news, you&#39;re likely well aware of the collapse of FTX, the third-largest digital currency trading platform, based on volume. FTX officially filed for bankruptcy on Nov. 11, 2022.</p><p>As I&#39;ve noted, the details surrounding the collapse of FTX are still being pieced together. What we <i>do</i> know is that serious accounting errors were made, and that customer funds appear to have been used by Alameda Research, an affiliate of FTX, for aggressive investment purposes.</p><p>FTX CEO Sam Bankman-Fried looks to have completely failed in his fiduciary responsibilities, with his company having far too little in liquid assets to cover his company&#39;s liabilities. Bankman-Fried was arrested three weeks ago and faces a litany of charges in the U.S.</p><p>The key point I&#39;m getting at is that the FTX Token, similar to Terra Classic and TerraClassicUSD, no longer serves any purpose. With FTX bankrupt and the company expected to spend who knows how long trying to make good for its more than 1 million creditors, FTX Token has nothing tangible to support its value. While it&#39;s possible social media buzz could support minor pops here and there, I&#39;d expect FTX Token to eventually track toward $0, given that its purpose and backing are now gone.</p><h2>Dogecoin</h2><p>The fifth and final cryptocurrency to avoid like the plague in 2023 is the other ultra-popular Shiba Inu dog-themed meme coin from 2021, <b>Dogecoin</b>.</p><p>Dogecoin&#39;s popularity primarily derives from its association with <b>Tesla</b> and Twitter CEO Elon Musk. The former richest person in the world owns only three digital currencies, of which Dogecoin is one. Previously, Musk has posted tweets implying Dogecoin could go to the moon, and has noted that he&#39;d work with developers to improve the efficiency of Dogecoin&#39;s blockchain network. It is worth noting that Dogecoin&#39;s transaction fees have been significantly reduced since Musk became involved.</p><p>However, Dogecoin, like Shiba Inu, is nothing more than a payment coin. It offers nothing in the way of competitive advantages, which means it has no way to stand out when compared to countless other blockchain-driven payment projects.</p><p>To build on this point, daily transaction data from BitInfoCharts.com shows that Dogecoin&#39;s transaction fee reduction has had no impact on its utility. Approximately 20,000 transactions were completed daily on Dogecoin&#39;s blockchain during December 2022, which is roughly where things stood back in late 2014.</p><p>To put this into some context, payment kingpin <b><a href=\"https://laohu8.com/S/V\">Visa</a></b> can process up to 24,000 transactions per second using its traditional network. That means Visa is handling in one second what Dogecoin&#39;s blockchain does in a full day.</p><p>Likewise, merchant acceptance of Dogecoin on Cryptwerk has stalled over the past year. Translation: There&#39;s little or no excitement for merchants when it comes to adopting/accepting DOGE as a form of payment.</p><p>Lastly, DOGE falls into the same category as SHIB when it comes to payment coins getting drubbed following life-altering gains. Although it&#39;s down around 90% from its all-time high set in May 2021, a lack of tangible catalysts could easily send this popular cryptocurrency markedly lower in 2023.</p></body></html>","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>5 Cryptocurrencies to Avoid Like the Plague in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Cryptocurrencies to Avoid Like the Plague in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/03/5-cryptocurrencies-to-avoid-like-the-plague-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What a difference a year makes. Following a scorching-hot 2021 for the cryptocurrency space, the combined value of more than 21,000 digital currencies sank by $1.4 trillion, or nearly 64%, to $795 ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/03/5-cryptocurrencies-to-avoid-like-the-plague-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2023/01/03/5-cryptocurrencies-to-avoid-like-the-plague-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300105437","content_text":"What a difference a year makes. Following a scorching-hot 2021 for the cryptocurrency space, the combined value of more than 21,000 digital currencies sank by $1.4 trillion, or nearly 64%, to $795 billion in 2022. With equities plunging into a bear market and cryptocurrencies failing to decouple from the stock market, this highly volatile asset class has been clobbered.Unfortunately, an encore performance could be in the works for the new year. While a number of crypto projects have demonstrated promise, other popular digital currencies are nothing short of investment land mines. What follows are five cryptocurrencies to avoid like the plague in 2023.Shiba InuThe first cryptocurrency to avoid at all cost in the new year is arguably the hottest digital currency of 2021: meme coin Shiba Inu. Between midnight on Jan. 1, 2021, and its intraday peak on Oct. 27 of the same year, SHIB tokens rallied more than 121,000,000%. Put another way, if you had invested $1 in Shiba Inu the moment 2021 began, you were a millionaire less than 10 months later. By year's end, SHIB coins had ended higher by approximately 46,000,000%.But 2022 was a different story for this retail-investing hero. At points throughout the year, SHIB retraced more than 90% from its all-time high of $0.00008841. Chances are that 2023 will bring more of the same.The biggest issue for Shiba Inu is that it lacks anything resembling a competitive advantage or differentiation. It's an ERC-20 coin built on the Ethereum blockchain, which is a fancy way of saying that it's effectively nothing more than a payment coin.There are countless digital currencies that could, in theory, be used for payments, if merchants would allow for it. To boot, it's not even a popular payment option, with the number of merchants accepting SHIB stalling in the mid-600s throughout most of 2022, according to data from online business directory Cryptwerk.Another issue for Shiba Inu is that its catalysts have fallen flat. The public domain test of level-2 blockchain solution Shibarium, which is designed to lower transaction fees and accelerate the development of blockchain-based gaming, failed to materialize in 2022. Further, interest in non-fungible tokens (NFTs) has fallen off a cliff. NFTs are the lifeblood of blockchain-driven gaming, which puts a damper on Shiba Inu's gaming and metaverse ambitions.History has also been incredibly unkind to payment coins that deliver life-altering gains over a short period. It's not uncommon for payment coins to retrace in excess of 99% over a two-year stretch following a monumental gain. My suspicion is SHIB is still a long way from reaching its bottom.Terra Classic and TerraClassicUSDThe second and third cryptocurrencies to avoid like the plague in 2023 are Terra Classic, the digital currency that was once known as Terra, and TerraClassicUSD, which had previously been known as TerraUSD. These two coins are being lumped together because they're linked at the hip.Prior to May 2022, these two cryptocurrencies appeared revolutionary and surefire. TerraClassicUSD was a stablecoin offering yields of up to 20% that was pegged to the U.S. dollar. Meanwhile, Terra Classic, the native token for TerraClassicUSD, was being minted or burned based on an algorithm to help TerraClassicUSD maintain its peg. It all worked great -- until it didn't.Over $2 billion in TerraClassicUSD was unstaked in early May, which caused TerraClassicUSD to unpeg and led to the minting of trillions of Terra Classic tokens. In a matter of days, more than $60 billion in market value was lost, and a seemingly surefire money machine for crypto yield farmers went up in smoke.The TerraClassic community continues to create social media buzz based on the idea that brokerages listing LUNC will implement a burn tax that'll reduce the max supply of close to 6.9 trillion tokens. But even burning billions of coins won't have an impact with a max token supply this large.The bigger problem is that TerraClassicUSD has de-pegged and its native coin Terra Classic no longer serves any purpose. With all blockchain work now revolving around the new Terra, Terra Classic and TerraClassicUSD are shell investments, with nothing to back their value.FTX TokenThe fourth cryptocurrency to avoid like the plague in the new year is the native token of the FTX crypto exchange, FTX Token.If you follow cryptocurrency news, you're likely well aware of the collapse of FTX, the third-largest digital currency trading platform, based on volume. FTX officially filed for bankruptcy on Nov. 11, 2022.As I've noted, the details surrounding the collapse of FTX are still being pieced together. What we do know is that serious accounting errors were made, and that customer funds appear to have been used by Alameda Research, an affiliate of FTX, for aggressive investment purposes.FTX CEO Sam Bankman-Fried looks to have completely failed in his fiduciary responsibilities, with his company having far too little in liquid assets to cover his company's liabilities. Bankman-Fried was arrested three weeks ago and faces a litany of charges in the U.S.The key point I'm getting at is that the FTX Token, similar to Terra Classic and TerraClassicUSD, no longer serves any purpose. With FTX bankrupt and the company expected to spend who knows how long trying to make good for its more than 1 million creditors, FTX Token has nothing tangible to support its value. While it's possible social media buzz could support minor pops here and there, I'd expect FTX Token to eventually track toward $0, given that its purpose and backing are now gone.DogecoinThe fifth and final cryptocurrency to avoid like the plague in 2023 is the other ultra-popular Shiba Inu dog-themed meme coin from 2021, Dogecoin.Dogecoin's popularity primarily derives from its association with Tesla and Twitter CEO Elon Musk. The former richest person in the world owns only three digital currencies, of which Dogecoin is one. Previously, Musk has posted tweets implying Dogecoin could go to the moon, and has noted that he'd work with developers to improve the efficiency of Dogecoin's blockchain network. It is worth noting that Dogecoin's transaction fees have been significantly reduced since Musk became involved.However, Dogecoin, like Shiba Inu, is nothing more than a payment coin. It offers nothing in the way of competitive advantages, which means it has no way to stand out when compared to countless other blockchain-driven payment projects.To build on this point, daily transaction data from BitInfoCharts.com shows that Dogecoin's transaction fee reduction has had no impact on its utility. Approximately 20,000 transactions were completed daily on Dogecoin's blockchain during December 2022, which is roughly where things stood back in late 2014.To put this into some context, payment kingpin Visa can process up to 24,000 transactions per second using its traditional network. That means Visa is handling in one second what Dogecoin's blockchain does in a full day.Likewise, merchant acceptance of Dogecoin on Cryptwerk has stalled over the past year. Translation: There's little or no excitement for merchants when it comes to adopting/accepting DOGE as a form of payment.Lastly, DOGE falls into the same category as SHIB when it comes to payment coins getting drubbed following life-altering gains. Although it's down around 90% from its all-time high set in May 2021, a lack of tangible catalysts could easily send this popular cryptocurrency markedly lower in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965335582,"gmtCreate":1669892671446,"gmtModify":1676538264499,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9965335582","repostId":"1183309348","repostType":4,"repost":{"id":"1183309348","kind":"news","pubTimestamp":1669909628,"share":"https://ttm.financial/m/news/1183309348?lang=&edition=fundamental","pubTime":"2022-12-01 23:47","market":"us","language":"en","title":"Sea Limited: Bears Didn't See This Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1183309348","media":"Seeking Alpha","summary":"SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings updat","content":"<html><head></head><body><h3>Summary</h3><ul><li>With its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.</li><li>We discuss how its e-commerce segment could reach profitability exiting Q4&#39;23. However, investors need to factor in increased macro risks that could impact its monetization efforts.</li><li>We discuss why investors looking to add SE should continue to wait patiently first.</li><li>Revising from Speculative Buy to Hold for now.</li></ul><h3>Thesis</h3><p>We presented our thesis in our pre-earnings article on Sea Limited (NYSE:SE), arguing that the market had anticipated an underwhelming Q3 release as it closed in on its November lows.</p><p>As such, we aren&#39;t surprised that the market sent SE surging in a momentum spike, hitting our previous price target (PT), as SE rallied nearly 61% from its November bottom.</p><p>Management came out with guns blazing against bearish investors after pulling guidance in Q2 previously. Accordingly, CEO Forrest Li&#39;s emphasis in its Q3 commentary on Shopee (Sea Limited&#39;s e-commerce arm) to reach adjusted EBITDA breakeven exiting Q4&#39;23 stunned the bears.</p><p>Notwithstanding, SE has pulled back nearly 20% from its recent surge, which should be expected. Moreover, we postulate that the market has likely reflected the optimism in Sea Limited&#39;s more constructive guidance with its recent surge. As such, we believe the market will likely parse Sea Limited&#39;s execution moving forward before a material re-rating is justified.</p><p>Hence, we believe the reward/risk in SE looks relatively well-balanced at these levels. Revising from Speculative Buy to Hold for now.</p><h3>Shopee: How Can It Reach Adjusted EBITDA by FY23?</h3><p><img src=\"https://static.tigerbbs.com/1382346c1bbcfe20f003a0de17e41dbd\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>The consensus estimates have been revised upward with management&#39;s upgraded guidance for Shopee. As such, Wall Street analysts project Sea Limited to post an adjusted EBITDA margin of 2.2% in FY23.</p><p>However, it&#39;s predicated on revenue growth of 16.7% for FY23, below FY22&#39;s 21.6% uptick. Based on management&#39;s commentary, we believe analysts have penciled in a higher bar for SE to cross. Therefore, as we postulated in our previous update, it has likely normalized the Street&#39;s more pessimistic forecasts.</p><p>Notably, management highlighted that its focus on its e-commerce profitability drive &#34;may see no growth or even negative growth in certain operating metrics in the near term.&#34;</p><p>Hence, the critical profitability driver will be cutting costs expeditiously and improving efficiencies concurrently.</p><p>But the crucial question is how far Shopee is from reaching adjusted EBITDA breakeven.</p><p><img src=\"https://static.tigerbbs.com/15df8e681c7c79fd10f5b2355f45beca\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>Shopee posted an adjusted EBITDA margin of -26% in FQ3, up from Q2&#39;s -37%. Notably, Shopee has also continued to improve its path toward profitability constructively. Hence, investors could be assured that management&#39;s execution has been relatively consistent despite worsening macros impacting its key markets.</p><p><img src=\"https://static.tigerbbs.com/cd3289e72cdee0c506af925494c635f7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>Moreover, Shopee has managed to overcome the significant deceleration of revenue growth since Q1&#39;21, corroborating management&#39;s confidence in optimizing efficiencies.</p><p>Notwithstanding, Shopee still posted revenue growth of 32.4% in FQ3, down from FQ2&#39;s 51.4%.</p><p>However, due to its cost-rationalization exercise, investors should expect its e-commerce segment to head toward an anemic gross merchandise value (GMV) growth phase. Also, we believe Shopee could be looking at lifting its e-commerce take rates in its profitability drive.</p><p><img src=\"https://static.tigerbbs.com/108ee5cedc45b9ad065e8b8d0bf01d99\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>As seen above, Shopee managed to post take rates of 10.1% in FQ3, well above FQ2&#39;s 9.2%. It has also been creeping up over time, which has helped Shopee deliver more robust monetization metrics, despite the slowdown in GMV growth (down to 13.7% in FQ3).</p><p>Hence, it&#39;s a lever that Shopee could continue to pull as it pushes toward adjusted EBITDA breakeven. Notably, Shopee posted core marketplace revenue growth of 54% YoY in FQ3, demonstrating its strong execution prowess and value proposition for its merchants.</p><p>Notwithstanding, macroeconomic headwinds could hamper its ability to drive further take rates accretion as it pulls back its GMV growth initiatives. An analyst on the earnings call also highlighted her concern, probing management whether it anticipated a marked impact on advertising revenue.</p><p>While management telegraphed its confidence in its advertising offerings, it also cautioned investors that worsening macro risks could impair Shopee&#39;s ability to monetize further (i.e., increase take rates), as Chief Corporate Officer Yanjun Wang articulated:</p><blockquote>We are mindful of the potential macro headwinds that, over time, [could] more deeply affect our region and the market as a whole. And this might affect, for example, people&#39;s purchase power, discretionary spending and to the point might also have a more pronounced effect on our platform and overall e-commerce in the region. When that happens, that could have a negative impact on our ability to monetize. (Sea Limited FQ3&#39;22 earnings call)</blockquote><h3>Is SE Stock A Buy, Sell, Or Hold?</h3><p><img src=\"https://static.tigerbbs.com/ebf4e1fe75caa11214d125037e9c36e8\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>With the recent surge in SE, we postulate that near-term optimism on its revised guidance has likely been reflected.</p><p>Also, SE&#39;s valuation remains highly aggressive, as it last traded at an FY23 EBITDA multiple of 91x and an FY24 EBITDA multiple of 27.4x. Both are much higher than Sea Limited&#39;s e-commerce peers&#39; median (7.3x NTM EBITDA) and gaming peers&#39; median (8.6x NTM EBITDA).</p><p>We applaud management&#39;s initiative to justify its valuation through its profitability impetus. However, we assess that a further near-term re-rating is unlikely unless the market anticipates better execution from Sea Limited.</p><p>We should be able to glean more clues as SE looks to consolidate at its current pullback.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Bears Didn't See This Coming</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\">\nSea Limited: Bears Didn't See This Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 23:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.We discuss how its e...</p>\n\n<a href=\"https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1183309348","content_text":"SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.We discuss how its e-commerce segment could reach profitability exiting Q4'23. However, investors need to factor in increased macro risks that could impact its monetization efforts.We discuss why investors looking to add SE should continue to wait patiently first.Revising from Speculative Buy to Hold for now.ThesisWe presented our thesis in our pre-earnings article on Sea Limited (NYSE:SE), arguing that the market had anticipated an underwhelming Q3 release as it closed in on its November lows.As such, we aren't surprised that the market sent SE surging in a momentum spike, hitting our previous price target (PT), as SE rallied nearly 61% from its November bottom.Management came out with guns blazing against bearish investors after pulling guidance in Q2 previously. Accordingly, CEO Forrest Li's emphasis in its Q3 commentary on Shopee (Sea Limited's e-commerce arm) to reach adjusted EBITDA breakeven exiting Q4'23 stunned the bears.Notwithstanding, SE has pulled back nearly 20% from its recent surge, which should be expected. Moreover, we postulate that the market has likely reflected the optimism in Sea Limited's more constructive guidance with its recent surge. As such, we believe the market will likely parse Sea Limited's execution moving forward before a material re-rating is justified.Hence, we believe the reward/risk in SE looks relatively well-balanced at these levels. Revising from Speculative Buy to Hold for now.Shopee: How Can It Reach Adjusted EBITDA by FY23?The consensus estimates have been revised upward with management's upgraded guidance for Shopee. As such, Wall Street analysts project Sea Limited to post an adjusted EBITDA margin of 2.2% in FY23.However, it's predicated on revenue growth of 16.7% for FY23, below FY22's 21.6% uptick. Based on management's commentary, we believe analysts have penciled in a higher bar for SE to cross. Therefore, as we postulated in our previous update, it has likely normalized the Street's more pessimistic forecasts.Notably, management highlighted that its focus on its e-commerce profitability drive \"may see no growth or even negative growth in certain operating metrics in the near term.\"Hence, the critical profitability driver will be cutting costs expeditiously and improving efficiencies concurrently.But the crucial question is how far Shopee is from reaching adjusted EBITDA breakeven.Shopee posted an adjusted EBITDA margin of -26% in FQ3, up from Q2's -37%. Notably, Shopee has also continued to improve its path toward profitability constructively. Hence, investors could be assured that management's execution has been relatively consistent despite worsening macros impacting its key markets.Moreover, Shopee has managed to overcome the significant deceleration of revenue growth since Q1'21, corroborating management's confidence in optimizing efficiencies.Notwithstanding, Shopee still posted revenue growth of 32.4% in FQ3, down from FQ2's 51.4%.However, due to its cost-rationalization exercise, investors should expect its e-commerce segment to head toward an anemic gross merchandise value (GMV) growth phase. Also, we believe Shopee could be looking at lifting its e-commerce take rates in its profitability drive.As seen above, Shopee managed to post take rates of 10.1% in FQ3, well above FQ2's 9.2%. It has also been creeping up over time, which has helped Shopee deliver more robust monetization metrics, despite the slowdown in GMV growth (down to 13.7% in FQ3).Hence, it's a lever that Shopee could continue to pull as it pushes toward adjusted EBITDA breakeven. Notably, Shopee posted core marketplace revenue growth of 54% YoY in FQ3, demonstrating its strong execution prowess and value proposition for its merchants.Notwithstanding, macroeconomic headwinds could hamper its ability to drive further take rates accretion as it pulls back its GMV growth initiatives. An analyst on the earnings call also highlighted her concern, probing management whether it anticipated a marked impact on advertising revenue.While management telegraphed its confidence in its advertising offerings, it also cautioned investors that worsening macro risks could impair Shopee's ability to monetize further (i.e., increase take rates), as Chief Corporate Officer Yanjun Wang articulated:We are mindful of the potential macro headwinds that, over time, [could] more deeply affect our region and the market as a whole. And this might affect, for example, people's purchase power, discretionary spending and to the point might also have a more pronounced effect on our platform and overall e-commerce in the region. When that happens, that could have a negative impact on our ability to monetize. (Sea Limited FQ3'22 earnings call)Is SE Stock A Buy, Sell, Or Hold?With the recent surge in SE, we postulate that near-term optimism on its revised guidance has likely been reflected.Also, SE's valuation remains highly aggressive, as it last traded at an FY23 EBITDA multiple of 91x and an FY24 EBITDA multiple of 27.4x. Both are much higher than Sea Limited's e-commerce peers' median (7.3x NTM EBITDA) and gaming peers' median (8.6x NTM EBITDA).We applaud management's initiative to justify its valuation through its profitability impetus. However, we assess that a further near-term re-rating is unlikely unless the market anticipates better execution from Sea Limited.We should be able to glean more clues as SE looks to consolidate at its current pullback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174278201,"gmtCreate":1627106540303,"gmtModify":1703484377093,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/174278201","repostId":"1191636755","repostType":4,"repost":{"id":"1191636755","kind":"news","pubTimestamp":1627084309,"share":"https://ttm.financial/m/news/1191636755?lang=&edition=fundamental","pubTime":"2021-07-24 07:51","market":"us","language":"en","title":"Tesla Earnings Are Coming. Here’s the One Number That Matters.","url":"https://stock-news.laohu8.com/highlight/detail?id=1191636755","media":"Barrons","summary":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likel","content":"<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p>\n<p>There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p>\n<p>The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for&nbsp;Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There are plenty of factors that will contribute to bottom-line earnings—the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&amp;P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Are Coming. Here’s the One Number That Matters.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Earnings Are Coming. Here’s the One Number That Matters.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191636755","content_text":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.\nThe EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere are plenty of factors that will contribute to bottom-line earnings—the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nAll those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952872634,"gmtCreate":1674653993828,"gmtModify":1676538951017,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952872634","repostId":"2305111142","repostType":4,"repost":{"id":"2305111142","kind":"highlight","pubTimestamp":1674660541,"share":"https://ttm.financial/m/news/2305111142?lang=&edition=fundamental","pubTime":"2023-01-25 23:29","market":"us","language":"en","title":"2 Growth Stocks Down More Than 50% to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2305111142","media":"Motley Fool","summary":"Roku and Shopify are great bargains now.","content":"<html><head></head><body><p>Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.</p><p>Valuations have crumbled, and investors have gone from thinking industries like e-commerce would have limitless growth to believing that they&#39;re dead. That sell-off has created a buying opportunity, and two stocks down big that look especially promising are <b>Roku</b> and <b>Shopify</b>.</p><p>Here&#39;s a closer look at why each of these growth stocks holds significant long-term promise despite being down more than 50% over the past 12 months.</p><h2>1. Roku: Streaming is still growing</h2><p>Roku stock is down a whopping 89% from its peak in 2021, as seemingly everything has gone wrong for the leading streaming platform.</p><p>First, subscriber growth in services like <b>Netflix </b>seemed to hit a ceiling after a surge in growth earlier in the pandemic. The ad market also shriveled as brands are preparing for a recession and cutting spending. In fact, the slowdown is bad enough that Roku actually forecast a decline in revenue in the fourth quarter.</p><p>Roku has also swung from profits in 2021 to sizable losses as the company stepped up its investments in the business just as revenue growth started to slow.</p><p>However, it&#39;s a mistake to think the Roku growth story is dead. In fact, the company continues to grow users and viewing time, which is a sign that demand for its service remains strong.</p><p>Earlier in January, the company said it had topped 70 million active accounts globally, adding 9.9 million in 2022, more than the 8.9 million it gained in 2021. The company also said streaming hours increased 19% in the year to 87.4 billion, showing that Roku users are spending more time with the platform.</p><p>Roku&#39;s business is centered around advertising. It takes a 30% share of ad inventory from its streaming partners, and with several legacy media companies having recently launched streaming services and Netflix and <b>Disney</b> recently adding advertising tiers, Roku should get some significant tailwinds over time.</p><p>Despite the current headwinds, Roku&#39;s long-term growth still looks promising, and the stock should recover once the ad market picks up.</p><h2>2. Shopify: E-commerce will rebound</h2><p>Much like Roku stock plunged on weakness in the streaming industry, so has Shopify plunged due to the slowdown in e-commerce.</p><p>Shares of the e-commerce software leader have tumbled after surging on strong growth during the pandemic. Revenue growth has slowed as its profits have turned into losses, and it has seen a stretched valuation, which was up to a price-to-sales ratio over 50 at one point during the pandemic.</p><p>Shopify is far from the only e-commerce stock that&#39;s struggling lately. In fact, most have experienced the whipsaw effect of a boom and bust during the pandemic, including <b>Amazon</b>, <b>Etsy</b>, and <b><a href=\"https://laohu8.com/S/W\">Wayfair</a></b>.</p><p>Despite those headwinds, the long-term opportunity for Shopify is still intact. It&#39;s the clear leader in e-commerce software, and it&#39;s still outgrowing the industry, posting 21% constant-currency growth in gross merchandise volume during the Black Friday weekend. In addition, retail sales volume should continue to shift from brick-and-mortar stores to the online channel over time as delivery gets faster and more convenient and finding the product you want gets even easier.</p><p>As a software company, Shopify also has the capability to be highly profitable once the business scales and starts to mature, though the company has spent aggressively on growth throughout its history. For example, it spent $2.1 billion last year to acquire Deliverr, a fulfillment technology company, to beef up its own fulfillment network to better compete with Amazon. In fact, Shopify and Amazon increasingly appear to be on a collision course as Amazon as expanding its Buy with Prime program to all eligible merchants at the end of January, posing a potentially serious threat to Shopify.</p><p>However, if Shopify can fend off that threat, its growth should accelerate as it moves past the difficult comparisons from the pandemic, and it should get tailwinds from the economic recovery whenever that happens.</p><p>Expect Shopify to continue to develop its fulfillment network, and as it does, the platform will become more attractive to merchants and even more competitive with Amazon.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks Down More Than 50% to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks Down More Than 50% to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.Valuations have crumbled, and investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305111142","content_text":"Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.Valuations have crumbled, and investors have gone from thinking industries like e-commerce would have limitless growth to believing that they're dead. That sell-off has created a buying opportunity, and two stocks down big that look especially promising are Roku and Shopify.Here's a closer look at why each of these growth stocks holds significant long-term promise despite being down more than 50% over the past 12 months.1. Roku: Streaming is still growingRoku stock is down a whopping 89% from its peak in 2021, as seemingly everything has gone wrong for the leading streaming platform.First, subscriber growth in services like Netflix seemed to hit a ceiling after a surge in growth earlier in the pandemic. The ad market also shriveled as brands are preparing for a recession and cutting spending. In fact, the slowdown is bad enough that Roku actually forecast a decline in revenue in the fourth quarter.Roku has also swung from profits in 2021 to sizable losses as the company stepped up its investments in the business just as revenue growth started to slow.However, it's a mistake to think the Roku growth story is dead. In fact, the company continues to grow users and viewing time, which is a sign that demand for its service remains strong.Earlier in January, the company said it had topped 70 million active accounts globally, adding 9.9 million in 2022, more than the 8.9 million it gained in 2021. The company also said streaming hours increased 19% in the year to 87.4 billion, showing that Roku users are spending more time with the platform.Roku's business is centered around advertising. It takes a 30% share of ad inventory from its streaming partners, and with several legacy media companies having recently launched streaming services and Netflix and Disney recently adding advertising tiers, Roku should get some significant tailwinds over time.Despite the current headwinds, Roku's long-term growth still looks promising, and the stock should recover once the ad market picks up.2. Shopify: E-commerce will reboundMuch like Roku stock plunged on weakness in the streaming industry, so has Shopify plunged due to the slowdown in e-commerce.Shares of the e-commerce software leader have tumbled after surging on strong growth during the pandemic. Revenue growth has slowed as its profits have turned into losses, and it has seen a stretched valuation, which was up to a price-to-sales ratio over 50 at one point during the pandemic.Shopify is far from the only e-commerce stock that's struggling lately. In fact, most have experienced the whipsaw effect of a boom and bust during the pandemic, including Amazon, Etsy, and Wayfair.Despite those headwinds, the long-term opportunity for Shopify is still intact. It's the clear leader in e-commerce software, and it's still outgrowing the industry, posting 21% constant-currency growth in gross merchandise volume during the Black Friday weekend. In addition, retail sales volume should continue to shift from brick-and-mortar stores to the online channel over time as delivery gets faster and more convenient and finding the product you want gets even easier.As a software company, Shopify also has the capability to be highly profitable once the business scales and starts to mature, though the company has spent aggressively on growth throughout its history. For example, it spent $2.1 billion last year to acquire Deliverr, a fulfillment technology company, to beef up its own fulfillment network to better compete with Amazon. In fact, Shopify and Amazon increasingly appear to be on a collision course as Amazon as expanding its Buy with Prime program to all eligible merchants at the end of January, posing a potentially serious threat to Shopify.However, if Shopify can fend off that threat, its growth should accelerate as it moves past the difficult comparisons from the pandemic, and it should get tailwinds from the economic recovery whenever that happens.Expect Shopify to continue to develop its fulfillment network, and as it does, the platform will become more attractive to merchants and even more competitive with Amazon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860352267,"gmtCreate":1632140472259,"gmtModify":1676530708539,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/860352267","repostId":"1130418583","repostType":4,"repost":{"id":"1130418583","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":1632138209,"share":"https://ttm.financial/m/news/1130418583?lang=&edition=fundamental","pubTime":"2021-09-20 19:43","market":"us","language":"en","title":"Toplines Before US Market Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1130418583","media":"Tiger Newspress","summary":"(Sept 20) U.S. stock futures sold off Monday morning, tracking declines in overseas equities as inve","content":"<p>(Sept 20)&nbsp;U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.</p>\n<p>At 07:47 a.m. ET,&nbsp;Dow futures sank by more than 600 points, or 1.79%, in early trading. S&amp;P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.</p>\n<p><img src=\"https://static.tigerbbs.com/b8c25019026526b24ae7ba8fd17ac289\" tg-width=\"1242\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket</b></p>\n<p>1)&nbsp;China Evergrande Group—&nbsp;Chinese property giant&nbsp;Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets.&nbsp;The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.</p>\n<p><b>2)&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.</p>\n<p><b>3)&nbsp;<a href=\"https://laohu8.com/S/LPI\">Laredo</a> ,<a href=\"https://laohu8.com/S/OXY\">Occidental</a></b> — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&amp;P Oil &amp; Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.</p>\n<p><b>4)&nbsp;<a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a></b> — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.</p>\n<p>5)&nbsp;JPMorgan,&nbsp;Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.</p>\n<p><b>6)&nbsp;<a href=\"https://laohu8.com/S/AZNCF\">AstraZeneca Plc</a></b> — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.</p>\n<p><b>7)&nbsp;<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> </b>— Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.</p>\n<p>Some investors believe this is just normal market action that can occur in September.</p>\n<p>“The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.</p>\n<p>Other risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.</p>\n<p>Most commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Monday</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\">\nToplines Before US Market Open on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-20 19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Sept 20)&nbsp;U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.</p>\n<p>At 07:47 a.m. ET,&nbsp;Dow futures sank by more than 600 points, or 1.79%, in early trading. S&amp;P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.</p>\n<p><img src=\"https://static.tigerbbs.com/b8c25019026526b24ae7ba8fd17ac289\" tg-width=\"1242\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket</b></p>\n<p>1)&nbsp;China Evergrande Group—&nbsp;Chinese property giant&nbsp;Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets.&nbsp;The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.</p>\n<p><b>2)&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.</p>\n<p><b>3)&nbsp;<a href=\"https://laohu8.com/S/LPI\">Laredo</a> ,<a href=\"https://laohu8.com/S/OXY\">Occidental</a></b> — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&amp;P Oil &amp; Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.</p>\n<p><b>4)&nbsp;<a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a></b> — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.</p>\n<p>5)&nbsp;JPMorgan,&nbsp;Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.</p>\n<p><b>6)&nbsp;<a href=\"https://laohu8.com/S/AZNCF\">AstraZeneca Plc</a></b> — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.</p>\n<p><b>7)&nbsp;<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> </b>— Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.</p>\n<p>Some investors believe this is just normal market action that can occur in September.</p>\n<p>“The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.</p>\n<p>Other risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.</p>\n<p>Most commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130418583","content_text":"(Sept 20) U.S. stock futures sold off Monday morning, tracking declines in overseas equities as investors nervously eyed the potential ripple effects of the default of a major Chinese real estate company and ongoing debates over the debt limit in Washington.\nAt 07:47 a.m. ET, Dow futures sank by more than 600 points, or 1.79%, in early trading. S&P 500 futures also dropped by more than 1%, adding to losses from last week. The CBOE Volatility Index, or Vix (^VIX), jumped by more than 30% as a confluence of concerns roiled markets.\n\nStocks making the biggest moves premarket\n1) China Evergrande Group— Chinese property giant Evergrande tumbled more than 10% on Hong Kong Stock Exchange, spooking Asian markets. The company has been scrambling to pay its suppliers, and warned investors twice in as many weeks that it could default on its debts. Last week Evergrande said its property sales will likely continue to drop significantly in September after declining for months.\n2) Pfizer — The pharmaceutical giantsaid Mondaythat trials showed its Covid vaccine was safe and effective when used in children ages 5 to 11. Pfizer and partner BioNTech said they would submit the results for approval “as soon as possible.” Shares of Pfizer were down about 1% in premarket trading.\n3) Laredo ,Occidental — Oil and energy stocks dipped in premarket trading on Monday. The SPDR S&P Oil & Gas Exploration ETF is down more than 3% in early trading, on pace for its 3rd straight negative session. Laredo Petroleum is down more than 8%, Callon Petroleum is down roughly 6%, and Occidental Petroleum is down nearly 5%. The losses came as crude oil fell on fears of a global economic slowdown tied to the China property market.\n4) Colgate-Palmolive — The consumer staples stock wasupgradedto buy from hold by Deutsche Bank on Sunday. The investment firm said that Colgate’s difficulties with inflation and in some international markets was already priced in to its stock.\n5) JPMorgan, Bank of America— Bank stocks slid in unison amid a decline in bond yields on slowdown fears. Investors flocked to Treasurys for safety as the stock market is set for its biggest sell-off in months. Big bank stocks took a hit as the falling rates may crimp profits. Bank of America and JPMorgan Chase were each down more than 2% in premarket trading. Citizens Financial Group dropped 3%, while Citigroup declined 2.5%.\n6) AstraZeneca Plc — The United Kingdom-based pharmaceutical company announced on Monday that its breast cancer drug Enhertu showed positive results in a phase-three trial. Shares of the company were up more than 1% in premarket trading.\n7) ARK Innovation ETF — Cathie Wood’s ARK Innovation ETF is down 2.75% in the premarket, on pace to snap a 3-day winning streak. Compugen, DraftKings, Coinbase and Square are so of the ETF’s biggest losers this morning.\nSome investors believe this is just normal market action that can occur in September.\n“The reasons for drop this morning are the same as last week: China concerns (Evergrande, regulation, COVID), Fed tapering and possible tax hikes, but nothing new occurred this weekend to justify this mornings’ declines,” Tom Essaye, founder of Sevens Report, said in a note.\nOther risky assets declined on Monday.Bitcoinlost 8% tobelow $44,000.\nMost commodities were in the red.Goldwas among the few assets in the green, adding 0.5% to $1,760.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155221818,"gmtCreate":1625441339834,"gmtModify":1703741611278,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/155221818","repostId":"1109375790","repostType":4,"repost":{"id":"1109375790","kind":"news","pubTimestamp":1625370494,"share":"https://ttm.financial/m/news/1109375790?lang=&edition=fundamental","pubTime":"2021-07-04 11:48","market":"us","language":"en","title":"Why high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%","url":"https://stock-news.laohu8.com/highlight/detail?id=1109375790","media":"MarketWatch","summary":"More predictable businesses tend to be more profitable stock investments.Trust is one of the most valuable assets a company can cultivate.  Within an organization, trust percolates into culture. Outside an organization, it translates into loyalty.  Quality shareholders  who value long-term trust among all stakeholders — employees, customers and shareholders — maintain this viewpoint in their investment practice.TheTrust Across America initiative has identified the most trustworthy U.S. public co","content":"<blockquote>\n <b>More predictable businesses tend to be more profitable stock investments.</b>\n</blockquote>\n<p>Trust is one of the most valuable assets a company can cultivate.&nbsp; Within an organization, trust percolates into culture.&nbsp;Outside an organization, it translates into loyalty.&nbsp; Quality shareholders (QS) who value long-term trust among all stakeholders — employees, customers and shareholders —&nbsp;maintain this&nbsp;viewpoint in their investment practice.</p>\n<p>TheTrust Across America(TAA) initiative has identified the most&nbsp;trustworthy&nbsp;U.S. public&nbsp;companies using objective&nbsp;and quantitative&nbsp;indicators including accounting&nbsp;conservativeness&nbsp;and financial stability, as well as a secondary screen of more subjective criteria such as employee reviews and news reports.</p>\n<p>Companies regarded as trustworthy also tend to rate highly in rankings of shareholder quality produced by the&nbsp;Quality Shareholders Initiative&nbsp;(QSI), which I run, as well as the proprietary database of&nbsp;EQX, which I use to cross-check the QSI data.</p>\n<p>TAA’s assessment of the S&amp;P 500SPX,+0.75%in 2020 identified 51 companies, of which 49&nbsp;are also included in the QSI rankings. Comparing the two, more than one-fourth of the top TAA companies are in the top decile of the QSI; two-thirds are in the top quarter, and all but two (92%) are in the top half.</p>\n<p>Notably, both the TAA top 10 and the QSI Top 25 outperformed the S&amp;P 500 by 30% and 50%, respectively, in recent five-year periods. Here’s a sampling of companies scoring high on both trust and quality:</p>\n<p>Texas InstrumentsTXN,+0.72%makes most of its revenue selling computer chips and is among the world’s largest manufacturers of semiconductors. Founded by a group of electrical engineers in 1951, the company boasts a culture of intelligent innovation. Its business is protected by four protective “moats” including: manufacturing and technology skill thanks to its employees; a broad portfolio of processing chips to meet a wide range of customer needs; the reach of its market channels thanks to both, and its diversity and longevity.</p>\n<p>For investors, this adds up to a winning recipe, particularly when combined with Texas Instruments’s capital management strategy, which is to maximize the company’s long-term growth in free cash-flow per share and to&nbsp;allocate such capital in accordance with the QS playbook&nbsp;that prioritizes wise reinvestment, disciplined acquisitions, low-priced share buybacks and shareholder dividends. Some of the company’s notable QSs include: Alliance Bernstein, Bessemer Group, Capital World Investors, State Farm Mutual, and T. Rowe Price Group.</p>\n<p>Another stock on this list, EcolabECL,+0.77%,is a global leader in water treatment. Founded in 1923 as the Economics Laboratory, its long-term outlook shows in the longevity of senior leadership: the company has had just seven CEOs in almost 100 years of existence.</p>\n<p>Those CEOs inculcated a culture of customer care, a relentless focus on helping customers solve problems and meet goals. A learning organization, such a performance culture permeates the business from production to sales, as employees commit to the long-term goal of being indispensable to customers. Management rewards that employee conviction with long-term incentives and a high degree of autonomy.&nbsp;Ecolab’s QSs include: Cantillon Capital, Clearbridge Investments, Franklin Resources, and the Gates Foundation.</p>\n<p>Finally, consider Ball CorporationBLL,-0.68%,the world’s largest manufacturer of recyclable containers.&nbsp; Founded in the late 1800s by two brother-entrepreneurs who foresaw that the Mason jar patent was about to expire and built a glassblowing facility to manufacture such jars.</p>\n<p>Ball remains characterized by a culture of family, innovation and natural-resources conscientiousness. For instance, Ball foresaw the ecological and commercial need to pivot away from PET and glass containers, both costly to recycle and posing environmental damage, and towards eco-friendly and profitable aluminum. The company adopts economic value added (EVA) to assure every dollar is well-spent, long-term employee incentive compensation to reward long-term sustainable growth, and a spirit of entrepreneurial freedom. QSs include: Chilton Investment Co.; T. Rowe Price; Wellington&nbsp;Management Group and&nbsp;Winslow Capital Management.</p>\n<p>While some investors focus solely on the bottom line and others only on signals of corporate virtue, QSs are holistic, considering the inherent relationship between trust and long-term value. Nebulous as the notion of trust in corporate culture might seem, it’s a profitable as well as ethical value to probe.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%</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\">\nWhy high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-high-quality-trustworthy-companies-have-beaten-the-s-p-500-by-30-50-11625020379?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More predictable businesses tend to be more profitable stock investments.\n\nTrust is one of the most valuable assets a company can cultivate.  Within an organization, trust percolates into culture. ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-high-quality-trustworthy-companies-have-beaten-the-s-p-500-by-30-50-11625020379?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/why-high-quality-trustworthy-companies-have-beaten-the-s-p-500-by-30-50-11625020379?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109375790","content_text":"More predictable businesses tend to be more profitable stock investments.\n\nTrust is one of the most valuable assets a company can cultivate.  Within an organization, trust percolates into culture. Outside an organization, it translates into loyalty.  Quality shareholders (QS) who value long-term trust among all stakeholders — employees, customers and shareholders — maintain this viewpoint in their investment practice.\nTheTrust Across America(TAA) initiative has identified the most trustworthy U.S. public companies using objective and quantitative indicators including accounting conservativeness and financial stability, as well as a secondary screen of more subjective criteria such as employee reviews and news reports.\nCompanies regarded as trustworthy also tend to rate highly in rankings of shareholder quality produced by the Quality Shareholders Initiative (QSI), which I run, as well as the proprietary database of EQX, which I use to cross-check the QSI data.\nTAA’s assessment of the S&P 500SPX,+0.75%in 2020 identified 51 companies, of which 49 are also included in the QSI rankings. Comparing the two, more than one-fourth of the top TAA companies are in the top decile of the QSI; two-thirds are in the top quarter, and all but two (92%) are in the top half.\nNotably, both the TAA top 10 and the QSI Top 25 outperformed the S&P 500 by 30% and 50%, respectively, in recent five-year periods. Here’s a sampling of companies scoring high on both trust and quality:\nTexas InstrumentsTXN,+0.72%makes most of its revenue selling computer chips and is among the world’s largest manufacturers of semiconductors. Founded by a group of electrical engineers in 1951, the company boasts a culture of intelligent innovation. Its business is protected by four protective “moats” including: manufacturing and technology skill thanks to its employees; a broad portfolio of processing chips to meet a wide range of customer needs; the reach of its market channels thanks to both, and its diversity and longevity.\nFor investors, this adds up to a winning recipe, particularly when combined with Texas Instruments’s capital management strategy, which is to maximize the company’s long-term growth in free cash-flow per share and to allocate such capital in accordance with the QS playbook that prioritizes wise reinvestment, disciplined acquisitions, low-priced share buybacks and shareholder dividends. Some of the company’s notable QSs include: Alliance Bernstein, Bessemer Group, Capital World Investors, State Farm Mutual, and T. Rowe Price Group.\nAnother stock on this list, EcolabECL,+0.77%,is a global leader in water treatment. Founded in 1923 as the Economics Laboratory, its long-term outlook shows in the longevity of senior leadership: the company has had just seven CEOs in almost 100 years of existence.\nThose CEOs inculcated a culture of customer care, a relentless focus on helping customers solve problems and meet goals. A learning organization, such a performance culture permeates the business from production to sales, as employees commit to the long-term goal of being indispensable to customers. Management rewards that employee conviction with long-term incentives and a high degree of autonomy. Ecolab’s QSs include: Cantillon Capital, Clearbridge Investments, Franklin Resources, and the Gates Foundation.\nFinally, consider Ball CorporationBLL,-0.68%,the world’s largest manufacturer of recyclable containers.  Founded in the late 1800s by two brother-entrepreneurs who foresaw that the Mason jar patent was about to expire and built a glassblowing facility to manufacture such jars.\nBall remains characterized by a culture of family, innovation and natural-resources conscientiousness. For instance, Ball foresaw the ecological and commercial need to pivot away from PET and glass containers, both costly to recycle and posing environmental damage, and towards eco-friendly and profitable aluminum. The company adopts economic value added (EVA) to assure every dollar is well-spent, long-term employee incentive compensation to reward long-term sustainable growth, and a spirit of entrepreneurial freedom. QSs include: Chilton Investment Co.; T. Rowe Price; Wellington Management Group and Winslow Capital Management.\nWhile some investors focus solely on the bottom line and others only on signals of corporate virtue, QSs are holistic, considering the inherent relationship between trust and long-term value. Nebulous as the notion of trust in corporate culture might seem, it’s a profitable as well as ethical value to probe.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130726246,"gmtCreate":1621568048385,"gmtModify":1704359817343,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/130726246","repostId":"1160638014","repostType":4,"repost":{"id":"1160638014","kind":"news","pubTimestamp":1621567047,"share":"https://ttm.financial/m/news/1160638014?lang=&edition=fundamental","pubTime":"2021-05-21 11:17","market":"us","language":"en","title":"Microsoft pushes into the growing grocery tech market with a new deal in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1160638014","media":"cnbc","summary":"BEIJING —Microsoft's China arm announced Thursday a strategic partnership with Chinese retail tech c","content":"<div>\n<p>BEIJING —Microsoft's China arm announced Thursday a strategic partnership with Chinese retail tech company Hanshow to collaborate on cloud-based software for store operators worldwide.The deal marks ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/21/microsoft-pushes-into-grocery-tech-market-in-deal-with-chinas-hanshow.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft pushes into the growing grocery tech market with a new deal in China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft pushes into the growing grocery tech market with a new deal in China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/21/microsoft-pushes-into-grocery-tech-market-in-deal-with-chinas-hanshow.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BEIJING —Microsoft's China arm announced Thursday a strategic partnership with Chinese retail tech company Hanshow to collaborate on cloud-based software for store operators worldwide.The deal marks ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/21/microsoft-pushes-into-grocery-tech-market-in-deal-with-chinas-hanshow.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.cnbc.com/2021/05/21/microsoft-pushes-into-grocery-tech-market-in-deal-with-chinas-hanshow.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1160638014","content_text":"BEIJING —Microsoft's China arm announced Thursday a strategic partnership with Chinese retail tech company Hanshow to collaborate on cloud-based software for store operators worldwide.The deal marks Microsoft's latest foray into a retail industry that is being forced to accelerate a shift online. The integration of offline with internet-based sales strategies is known asomni-channel retail,and includesgrocery delivery, demand for whichsurged in the wake of the coronavirus pandemic.Retail is one of the industries that's seen some of the biggest disruptions in recent years, Joe Bao, China strategy officer for Microsoft, said at a signing ceremony at the software company's Beijing offices.The partnership is not just for the China market, but also for bringing China's technology overseas, Bao said in Mandarin, according to a CNBC translation. He said the agreement comes after five years of Microsoft working with Hanshow.The American software company entered China in 1992, where it has its biggest overseas research and development center. The strategic partnership comes as U.S. and Chinese companies operate in an increasingly tense political environment that has focused on trade and technology, partly in response to longstandingforeign criticism about unfair Chinese business practices.Right now, Hanshow's primary customers are supermarkets in China and Europe.The company says its products include electronic store shelf labels that can reflect price changes in real time, and a system that helps workers shorten the time it takes to pack produce for delivery. Hanshow says it also sells a cloud-based platform that allows a retailer to simultaneously see the temperatures of fresh produce in stores around the world.The partnership will include collaboration on internet-connected, or internet of things, technology.As part of the deal, Hanshow will use Microsoft's Office 365 software such as Word, and Dynamics 365, a cloud-based customer relationship management system, said Gao Bo, chief architect at Hanshow, told CNBC in an interview following the signing ceremony. He said the two companies can share their global client network and will jointly launch a research and development team.Founded in Beijing about a decade ago, Hanshow lists offices in Germany, France, the Netherlands, Denmark and Australia on its website. Hanshow has just established a branch in the U.S., according to the company.Globalization is one of Hanshow's important business strategies, Gao said in Mandarin, according to a CNBC translation. He claimed that the company's first step when entering a foreign market is to understand local laws and culture, and that his own work hasn't been significantly affected by international trade tensions.\"Offline stores aren't going to die out,\" Gao said, adding that \"the uncertainty in the future is what the ratio will be.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960057336,"gmtCreate":1668037548025,"gmtModify":1676538001069,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9960057336","repostId":"1130353366","repostType":2,"repost":{"id":"1130353366","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":1668037183,"share":"https://ttm.financial/m/news/1130353366?lang=&edition=fundamental","pubTime":"2022-11-10 07:39","market":"us","language":"en","title":"After-Hours Movers: Rivian, Unity, Beyond Meat, Bumble, Coupang and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1130353366","media":"Tiger Newspress","summary":"Rivian – Shares of the electric vehicle maker gained 7.2% after the company reported a smaller per-s","content":"<html><head></head><body><p><b>Rivian</b> – Shares of the electric vehicle maker gained 7.2% after the company reported a smaller per-share loss than expected by analysts polled by Refinitiv. Revenue came in below expectations. The company reaffirmed its full-year production guidance.</p><p><b>Unity Software</b> – Unity Software Inc. shares fell 6.7% in the extended session Wednesday after the company produced on-par results but a little less revenue than Wall Street would have liked.</p><p><b>Beyond Meat</b> – The plant-based food maker known for its meat alternatives shed 1.4% following its third-quarter earnings report that showed it posted a wider-than-expected loss, according to StreetAccount. Revenue was slightly higher than anticipated. For the fiscal year, the company reiterated prior net revenue estimates. Beyond Meat also noted it will incur a one-time charge of about $4 million related to the decision made last month to lay off 19% of its workforce.</p><p><b>Bumble</b> – The dating app company plummeted 15.9% after it reported third-quarter revenue below Wall Street’s expectations, according to StreetAccount. Bumble said fourth-quarter revenue and adjusted earnings before interest, taxes, depreciation, and amortization would likely come in under expectations due to headwinds from foreign currency and the war between Russia and Ukraine. Competitor Match Group slid 1.5%.</p><p><b>Coupang</b> – Coupang Inc., the South Korean e-commerce giant backed by SoftBank Group Corp., posted its first operating profit on record after winning more customers and improving cost efficiency. The shares jumped 8.4% in extended trading.</p><p><b>FICO</b> – Shares of the analytics company jumped 10.6% after it beat StreetAccount’s expectation for per-share earnings and revenue when reporting fourth-quarter earnings after the bell. The company also said it expects to beat estimates on both for the full year.</p><p><b>ZipRecruiter</b> – The stock popped about 13% after the job marketplace beat StreetAccount’s estimates for third-quarter per-share earnings and revenue. The company also raised its full-year guidance and said its board has authorized a $200 million increase to its share repurchasing program.</p><p><b>Dutch Bros</b> – Shares of the coffee chain added 2.5% after Dutch Bros posted beats on the top and bottom lines, according to Refinitiv.</p><p><b>Canoo</b> – The stock added 3.9% after the electric vehicle company posted smaller per-share earnings and adjusted EBITDA losses than expected, according to StreetAccount.</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>After-Hours Movers: Rivian, Unity, Beyond Meat, Bumble, Coupang and More</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\">\nAfter-Hours Movers: Rivian, Unity, Beyond Meat, Bumble, Coupang and More\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\">2022-11-10 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Rivian</b> – Shares of the electric vehicle maker gained 7.2% after the company reported a smaller per-share loss than expected by analysts polled by Refinitiv. Revenue came in below expectations. The company reaffirmed its full-year production guidance.</p><p><b>Unity Software</b> – Unity Software Inc. shares fell 6.7% in the extended session Wednesday after the company produced on-par results but a little less revenue than Wall Street would have liked.</p><p><b>Beyond Meat</b> – The plant-based food maker known for its meat alternatives shed 1.4% following its third-quarter earnings report that showed it posted a wider-than-expected loss, according to StreetAccount. Revenue was slightly higher than anticipated. For the fiscal year, the company reiterated prior net revenue estimates. Beyond Meat also noted it will incur a one-time charge of about $4 million related to the decision made last month to lay off 19% of its workforce.</p><p><b>Bumble</b> – The dating app company plummeted 15.9% after it reported third-quarter revenue below Wall Street’s expectations, according to StreetAccount. Bumble said fourth-quarter revenue and adjusted earnings before interest, taxes, depreciation, and amortization would likely come in under expectations due to headwinds from foreign currency and the war between Russia and Ukraine. Competitor Match Group slid 1.5%.</p><p><b>Coupang</b> – Coupang Inc., the South Korean e-commerce giant backed by SoftBank Group Corp., posted its first operating profit on record after winning more customers and improving cost efficiency. The shares jumped 8.4% in extended trading.</p><p><b>FICO</b> – Shares of the analytics company jumped 10.6% after it beat StreetAccount’s expectation for per-share earnings and revenue when reporting fourth-quarter earnings after the bell. The company also said it expects to beat estimates on both for the full year.</p><p><b>ZipRecruiter</b> – The stock popped about 13% after the job marketplace beat StreetAccount’s estimates for third-quarter per-share earnings and revenue. The company also raised its full-year guidance and said its board has authorized a $200 million increase to its share repurchasing program.</p><p><b>Dutch Bros</b> – Shares of the coffee chain added 2.5% after Dutch Bros posted beats on the top and bottom lines, according to Refinitiv.</p><p><b>Canoo</b> – The stock added 3.9% after the electric vehicle company posted smaller per-share earnings and adjusted EBITDA losses than expected, according to StreetAccount.</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":"1130353366","content_text":"Rivian – Shares of the electric vehicle maker gained 7.2% after the company reported a smaller per-share loss than expected by analysts polled by Refinitiv. Revenue came in below expectations. The company reaffirmed its full-year production guidance.Unity Software – Unity Software Inc. shares fell 6.7% in the extended session Wednesday after the company produced on-par results but a little less revenue than Wall Street would have liked.Beyond Meat – The plant-based food maker known for its meat alternatives shed 1.4% following its third-quarter earnings report that showed it posted a wider-than-expected loss, according to StreetAccount. Revenue was slightly higher than anticipated. For the fiscal year, the company reiterated prior net revenue estimates. Beyond Meat also noted it will incur a one-time charge of about $4 million related to the decision made last month to lay off 19% of its workforce.Bumble – The dating app company plummeted 15.9% after it reported third-quarter revenue below Wall Street’s expectations, according to StreetAccount. Bumble said fourth-quarter revenue and adjusted earnings before interest, taxes, depreciation, and amortization would likely come in under expectations due to headwinds from foreign currency and the war between Russia and Ukraine. Competitor Match Group slid 1.5%.Coupang – Coupang Inc., the South Korean e-commerce giant backed by SoftBank Group Corp., posted its first operating profit on record after winning more customers and improving cost efficiency. The shares jumped 8.4% in extended trading.FICO – Shares of the analytics company jumped 10.6% after it beat StreetAccount’s expectation for per-share earnings and revenue when reporting fourth-quarter earnings after the bell. The company also said it expects to beat estimates on both for the full year.ZipRecruiter – The stock popped about 13% after the job marketplace beat StreetAccount’s estimates for third-quarter per-share earnings and revenue. The company also raised its full-year guidance and said its board has authorized a $200 million increase to its share repurchasing program.Dutch Bros – Shares of the coffee chain added 2.5% after Dutch Bros posted beats on the top and bottom lines, according to Refinitiv.Canoo – The stock added 3.9% after the electric vehicle company posted smaller per-share earnings and adjusted EBITDA losses than expected, according to StreetAccount.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988187184,"gmtCreate":1666696860348,"gmtModify":1676537791532,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9988187184","repostId":"2277240299","repostType":4,"repost":{"id":"2277240299","kind":"highlight","pubTimestamp":1666685056,"share":"https://ttm.financial/m/news/2277240299?lang=&edition=fundamental","pubTime":"2022-10-25 16:04","market":"us","language":"en","title":"Which Stocks Are Most Likely to Thrive in a Recession? Here's What History Shows","url":"https://stock-news.laohu8.com/highlight/detail?id=2277240299","media":"Motley Fool","summary":"Recession-proof stocks must offer something that makes investors want to buy them even when the economy is tanking.","content":"<html><head></head><body><p>We won&#39;t officially be in a recession until the National Bureau of Economic Research says so. However, you can nearly throw a rock in any direction and find an economist who thinks a recession is probably on the way.</p><p>For example, Johns Hopkins economics professor Steve Hanke stated a month ago that he believes there&#39;s at least an 80% chance of a recession. Non-profit research group The Conference Board recently pegged the probability at 96%. The latest Bloomberg economic model projects a 100% chance of a recession by October 2023.</p><p>These forecasts don&#39;t guarantee that a recession is coming. But it&#39;s possible that the current bear market will continue for a while longer. That doesn&#39;t mean that every stock will be a big loser, though. Which stocks are most likely to thrive in a recession? Here&#39;s what history shows.</p><h2>Some bad news</h2><p>The SPDR Select Sector exchange-traded funds (ETFs) are good proxies for gauging how different sectors perform during recessions. One primary downside of using them is that most of these ETFs have only been around since the late 1990s. However, the U.S. has experienced three recessions during that period, so the SPDR Select Sector ETFs should be able to help in determining which stocks historically thrive in a recession.</p><p>I&#39;ve got some bad news, though. None of the SPDR Select Sector ETFs performed well in all three recessions that occurred over the past 25 years.</p><p>The <b>Consumer Staples Select Sector SPDR Fund</b> held up well during the recession of 2001. However, it still slid a little. The <b>Materials Select Sector SPDR ETF</b> performed similarly during the first recession of this century. (The shaded area in the charts below indicates the period when the U.S. economy was in recession.)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/853673b3d7036f65675cb75460619a54\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>XLP data by YCharts</span></p><p>However, both of these ETFs plunged during the Great Recession that began in late 2007 and went through mid-2009. So did every other sector ETF -- including (perhaps surprisingly) the <b>Utilities Select Sector SPDR Fund</b>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02a98d572e35a8953471c6c7828d2061\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>XLP data by YCharts</span></p><p>All of the sector ETFs also tanked during the brief coronavirus-fueled recession of 2020. However, the Consumer Staples Select Sector SPDR Fund didn&#39;t fall nearly as much as the others did.</p><h2>Looking for exceptions</h2><p>The cold, hard truth is that no category of stocks thrives in all recessions. But it&#39;s clear from examining the past that consumer staples stocks tend to perform better than most. Your best bet, though, is to look for exceptions. I&#39;m referring to stocks that have factors working to their advantage so much that investors want to buy them even when the overall economy stinks.</p><p><b>Johnson &amp; Johnson</b> stood out as this kind of stock during the recession of 2001. The healthcare giant continued to deliver revenue and earnings growth throughout the period. It completed the $10.5 billion acquisition of ALZA Corporation. The blue-chip stock was also viewed as a safe haven for investors worried about the dot-com bubble bursting.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f6c443d5d4b1ad723b683769a5fdc5f\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>JNJ data by YCharts</span></p><p><b>Walmart</b> performed exceptionally well during the Great Recession, especially considering how most stocks plunged. Investors realized that the serious economic downturn would mean that consumers would have to tighten their purse strings. That worked to the advantage of the big discount retailer.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55b80d8bd9dda516f36e873284c8ef2e\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>WMT data by YCharts</span></p><p><b>Moderna</b>&#39;s share price skyrocketed during the quick recession of 2020. That&#39;s not surprising. The company was one of the early leaders in developing coronavirus vaccines. Moderna was a natural choice for investors to flock to during the uncertain times at the beginning of the COVID-19 pandemic.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0182e88d0371524d986b304119608277\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>MRNA data by YCharts</span></p><h2>Likely outliers in the next recession</h2><p>Which stocks might be outliers in the next recession, assuming it isn&#39;t too far off? I think we can learn from history.</p><p>Walmart could again defy gravity if the U.S. economy enters into a recession. My view is that another discount retailer, <b>Dollar General</b>, should do so as well.</p><p>Dollar General is outperforming Walmart so far this year. The company continues to build new stores. It&#39;s also expanding its frozen and refrigerated goods offerings. Dollar General should benefit as consumers increasingly try to stretch their dollars.</p><p>Just as Johnson &amp; Johnson and Moderna performed well during two previous recessions, I suspect another drug stock will do so during the next recession -- <b>Vertex Pharmaceuticals</b>. Vertex&#39;s revenue and earnings will almost certainly grow robustly even amid an economic downturn.</p><p>The big biotech also has a pipeline with multiple potential blockbusters likely on the way. Vertex expects to file for regulatory approvals for one of them (gene-editing therapy exa-cel) before year-end. With fears of a recession increasing, I think that Vertex is arguably the best stock to buy right now.</p></body></html>","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>Which Stocks Are Most Likely to Thrive in a Recession? Here's What History Shows</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\">\nWhich Stocks Are Most Likely to Thrive in a Recession? Here's What History Shows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 16:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/23/stocks-most-likely-to-thrive-in-recession/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We won't officially be in a recession until the National Bureau of Economic Research says so. However, you can nearly throw a rock in any direction and find an economist who thinks a recession is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/23/stocks-most-likely-to-thrive-in-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XLP":"消费品指数ETF-SPDR主要消费品","DG":"美国达乐公司","XLB":"材料ETF","VRTX":"福泰制药","JNJ":"强生","MRNA":"Moderna, Inc.","WMT":"沃尔玛","XLU":"公共事业指数ETF-SPDR"},"source_url":"https://www.fool.com/investing/2022/10/23/stocks-most-likely-to-thrive-in-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277240299","content_text":"We won't officially be in a recession until the National Bureau of Economic Research says so. However, you can nearly throw a rock in any direction and find an economist who thinks a recession is probably on the way.For example, Johns Hopkins economics professor Steve Hanke stated a month ago that he believes there's at least an 80% chance of a recession. Non-profit research group The Conference Board recently pegged the probability at 96%. The latest Bloomberg economic model projects a 100% chance of a recession by October 2023.These forecasts don't guarantee that a recession is coming. But it's possible that the current bear market will continue for a while longer. That doesn't mean that every stock will be a big loser, though. Which stocks are most likely to thrive in a recession? Here's what history shows.Some bad newsThe SPDR Select Sector exchange-traded funds (ETFs) are good proxies for gauging how different sectors perform during recessions. One primary downside of using them is that most of these ETFs have only been around since the late 1990s. However, the U.S. has experienced three recessions during that period, so the SPDR Select Sector ETFs should be able to help in determining which stocks historically thrive in a recession.I've got some bad news, though. None of the SPDR Select Sector ETFs performed well in all three recessions that occurred over the past 25 years.The Consumer Staples Select Sector SPDR Fund held up well during the recession of 2001. However, it still slid a little. The Materials Select Sector SPDR ETF performed similarly during the first recession of this century. (The shaded area in the charts below indicates the period when the U.S. economy was in recession.)XLP data by YChartsHowever, both of these ETFs plunged during the Great Recession that began in late 2007 and went through mid-2009. So did every other sector ETF -- including (perhaps surprisingly) the Utilities Select Sector SPDR Fund.XLP data by YChartsAll of the sector ETFs also tanked during the brief coronavirus-fueled recession of 2020. However, the Consumer Staples Select Sector SPDR Fund didn't fall nearly as much as the others did.Looking for exceptionsThe cold, hard truth is that no category of stocks thrives in all recessions. But it's clear from examining the past that consumer staples stocks tend to perform better than most. Your best bet, though, is to look for exceptions. I'm referring to stocks that have factors working to their advantage so much that investors want to buy them even when the overall economy stinks.Johnson & Johnson stood out as this kind of stock during the recession of 2001. The healthcare giant continued to deliver revenue and earnings growth throughout the period. It completed the $10.5 billion acquisition of ALZA Corporation. The blue-chip stock was also viewed as a safe haven for investors worried about the dot-com bubble bursting.JNJ data by YChartsWalmart performed exceptionally well during the Great Recession, especially considering how most stocks plunged. Investors realized that the serious economic downturn would mean that consumers would have to tighten their purse strings. That worked to the advantage of the big discount retailer.WMT data by YChartsModerna's share price skyrocketed during the quick recession of 2020. That's not surprising. The company was one of the early leaders in developing coronavirus vaccines. Moderna was a natural choice for investors to flock to during the uncertain times at the beginning of the COVID-19 pandemic.MRNA data by YChartsLikely outliers in the next recessionWhich stocks might be outliers in the next recession, assuming it isn't too far off? I think we can learn from history.Walmart could again defy gravity if the U.S. economy enters into a recession. My view is that another discount retailer, Dollar General, should do so as well.Dollar General is outperforming Walmart so far this year. The company continues to build new stores. It's also expanding its frozen and refrigerated goods offerings. Dollar General should benefit as consumers increasingly try to stretch their dollars.Just as Johnson & Johnson and Moderna performed well during two previous recessions, I suspect another drug stock will do so during the next recession -- Vertex Pharmaceuticals. Vertex's revenue and earnings will almost certainly grow robustly even amid an economic downturn.The big biotech also has a pipeline with multiple potential blockbusters likely on the way. Vertex expects to file for regulatory approvals for one of them (gene-editing therapy exa-cel) before year-end. With fears of a recession increasing, I think that Vertex is arguably the best stock to buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881092115,"gmtCreate":1631280157737,"gmtModify":1676530517288,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APPS\">$APPS 20210917 55.0 PUT(APPS)$</a>[Miser]&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://laohu8.com/S/APPS\">$APPS 20210917 55.0 PUT(APPS)$</a>[Miser]&nbsp;[Miser]&nbsp;","text":"$APPS 20210917 55.0 PUT(APPS)$[Miser] [Miser]","images":[{"img":"https://static.tigerbbs.com/74736945a944fbc0a7b25bc6412be364","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/881092115","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899333895,"gmtCreate":1628158164117,"gmtModify":1703502274719,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/899333895","repostId":"1119138550","repostType":4,"repost":{"id":"1119138550","kind":"news","pubTimestamp":1628157065,"share":"https://ttm.financial/m/news/1119138550?lang=&edition=fundamental","pubTime":"2021-08-05 17:51","market":"us","language":"en","title":"Intel has a plan to go beyond 3nm chips","url":"https://stock-news.laohu8.com/highlight/detail?id=1119138550","media":"engadget","summary":"Its moving past nanometers, in more than one way.\n\nEarlier this year, Intel announced they were plan","content":"<blockquote>\n Its moving past nanometers, in more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> way.\n</blockquote>\n<p>Earlier this year, <a href=\"https://laohu8.com/S/INTC\">Intel</a> announced they were planning toretake the CPU manufacturing leadand \"unquestioned leadership\" in the PC world. These were impressive goals, but what was missing was any sense of how they'd actually achieve them. Now, we finally know Intel's plan.</p>\n<p>Intel's CEO Pat Gelsinger and SVP of Technology Development Dr. Ann Kelleher,laid out the company's plan for the future.For starters, Intel is renaming its manufacturing nodes. What used to be 10nm \"Enhanced Superfin\" is now just \"7.\" This may feel a little duplicitous — \"just wave a wand a you've got better technology!\" — but to be fair to intel, the nanometer measurements of process nodes don't really correspond to anything physical any more, and in terms of density Intel's current 10nm chips are competitive with TSMC and Samsung's 7nm.</p>\n<p>Looking beyond 7nm, Intel is targeting an aggressive release schedule with major product updates happening annually. We're expecting their Alder Lake chips this fall, which will mix high and low-powered cores, followed by now-4nm Meteor Lake chips that will move to a \"tile\" (chiplet) design, and incorporate Intel's <a href=\"https://laohu8.com/S/DDD\">3D</a> stacked-chip technology, Foveros.</p>\n<p>Beyond that, Intel has technology mapped out for an EUV-based 3nm node that will use the high-energy manufacturing process to streamline chip creation, and a \"20A\" for angstrom node. This is one ten-billionth of a meter (meaning it's 2nm), and will be followed by a 18A node that Intel hopes to start moving into production in 2025 for products sometime in the 2nd half of the decade. Again, while node measurements don't really correspond to physical structures any more, a silicon atom is in the area of 2 angstroms wide, so these are seriously tiny transistors.</p>\n<p>This release schedule seems aggressive, and Intel does not have the best track record of meeting targets for new nodes, but if it can even come close to these goals, expect your laptops and desktops to get a huge performance boost in the next few years.</p>","source":"lsy1628157128723","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>Intel has a plan to go beyond 3nm chips</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\">\nIntel has a plan to go beyond 3nm chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 17:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.engadget.com/intel-laid-out-an-aggressive-plan-to-build-angstrom-scale-transistors-within-the-next-five-years-180020485.html><strong>engadget</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Its moving past nanometers, in more than one way.\n\nEarlier this year, Intel announced they were planning toretake the CPU manufacturing leadand \"unquestioned leadership\" in the PC world. These were ...</p>\n\n<a href=\"https://www.engadget.com/intel-laid-out-an-aggressive-plan-to-build-angstrom-scale-transistors-within-the-next-five-years-180020485.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://www.engadget.com/intel-laid-out-an-aggressive-plan-to-build-angstrom-scale-transistors-within-the-next-five-years-180020485.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119138550","content_text":"Its moving past nanometers, in more than one way.\n\nEarlier this year, Intel announced they were planning toretake the CPU manufacturing leadand \"unquestioned leadership\" in the PC world. These were impressive goals, but what was missing was any sense of how they'd actually achieve them. Now, we finally know Intel's plan.\nIntel's CEO Pat Gelsinger and SVP of Technology Development Dr. Ann Kelleher,laid out the company's plan for the future.For starters, Intel is renaming its manufacturing nodes. What used to be 10nm \"Enhanced Superfin\" is now just \"7.\" This may feel a little duplicitous — \"just wave a wand a you've got better technology!\" — but to be fair to intel, the nanometer measurements of process nodes don't really correspond to anything physical any more, and in terms of density Intel's current 10nm chips are competitive with TSMC and Samsung's 7nm.\nLooking beyond 7nm, Intel is targeting an aggressive release schedule with major product updates happening annually. We're expecting their Alder Lake chips this fall, which will mix high and low-powered cores, followed by now-4nm Meteor Lake chips that will move to a \"tile\" (chiplet) design, and incorporate Intel's 3D stacked-chip technology, Foveros.\nBeyond that, Intel has technology mapped out for an EUV-based 3nm node that will use the high-energy manufacturing process to streamline chip creation, and a \"20A\" for angstrom node. This is one ten-billionth of a meter (meaning it's 2nm), and will be followed by a 18A node that Intel hopes to start moving into production in 2025 for products sometime in the 2nd half of the decade. Again, while node measurements don't really correspond to physical structures any more, a silicon atom is in the area of 2 angstroms wide, so these are seriously tiny transistors.\nThis release schedule seems aggressive, and Intel does not have the best track record of meeting targets for new nodes, but if it can even come close to these goals, expect your laptops and desktops to get a huge performance boost in the next few years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809181967,"gmtCreate":1627352362559,"gmtModify":1703488175302,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/809181967","repostId":"2154964378","repostType":4,"repost":{"id":"2154964378","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":1627332217,"share":"https://ttm.financial/m/news/2154964378?lang=&edition=fundamental","pubTime":"2021-07-27 04:43","market":"us","language":"en","title":"Indexes notch closing record highs as key earnings, Fed meet eyed","url":"https://stock-news.laohu8.com/highlight/detail?id=2154964378","media":"Reuters","summary":"NEW YORK, July 26 (Reuters) - All three major U.S. stock indexes eked out record closing highs for a","content":"<p>NEW YORK, July 26 (Reuters) - All three major U.S. stock indexes eked out record closing highs for a second straight session on Monday as investors were optimistic heading into a slew of earnings from heavyweight technology and internet names this week, while caution ahead of a Federal Reserve policy meeting kept the market in check.</p>\n<p>More than <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of the S&amp;P 500 was set to report quarterly results this week, including Apple Inc , Microsoft Corp , Amazon.com Inc and Google parent Alphabet Inc , the four largest U.S. companies by market value. Apple rose 0.3%.</p>\n<p>Shares of Tesla Inc, which reported quarterly results after the market close, were up about 1% in after-hours trading. The stock ended the regular session up 2.2%.</p>\n<p>The vast majority of second-quarter earnings have handily beaten analysts' expectations so far, bumping up the already huge projected growth for the second quarter, according to Refinitiv data.</p>\n<p>\"We continue to see positive surprises, and even with a lot of optimism and increased estimates going into earnings season, we're still seeing companies exceed those expectations,\" said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York, New York.</p>\n<p>\"As we get into the heart of (the earnings season) and we get industrials and more cyclical names, it will be interesting to see not only how much there is in terms of recovery but also is there any impact from some of these issues, meaning inflation, the spike in prices.\"</p>\n<p><a href=\"https://laohu8.com/S/MMM\">3M</a> Co, up 0.6%, is due to report on Tuesday while Boeing Co, up 2%, is set to report on Wednesday.</p>\n<p>A two-day meeting of the Fed starts on Tuesday, and all eyes may be on whether the central bank expresses any new concerns about high inflation when it concludes its gathering on Wednesday.</p>\n<p>In June, the Fed indicated it may start raising rates two times in 2023, which was sooner than previously expected.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 82.76 points, or 0.24%, to 35,144.31, the S&amp;P 500&nbsp;gained 10.51 points, or 0.24%, to 4,422.3 and the Nasdaq Composite&nbsp;added 3.72 points, or 0.03%, to 14,840.71.</p>\n<p>Continued optimism over second-quarter earnings has helped offset recent concerns over the market impact of the Delta variant of COVID-19.</p>\n<p>U.S.-listed Chinese shares fell after Beijing last week announced new rules on private tutoring and online education firms, the latest in a series of crackdowns on the technology sector that have roiled financial markets.</p>\n<p>E-commerce company Alibaba Group &nbsp;and search engine Baidu Inc&nbsp;, two of the largest Chinese stocks listed in the United States, were lower. Alibaba fell 7.2% and Baidu dropped 6%.</p>\n<p>Recent losses in Chinese stocks have been steeper than those recorded during the height of the Sino-U.S. trade war in 2018, mainly due to Beijing's targeting of large technology firms.</p>\n<p>Among other decliners, weapons maker Lockheed Martin Corp</p>\n<p>fell 3.3% after a classified aeronautics development program caused the firm to miss profit estimates.</p>\n<p>Volume on U.S. exchanges was 9.77 billion shares, compared with the 9.82 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.30-to-1 ratio; on Nasdaq, a 1.28-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 47 new 52-week highs and no new lows; the Nasdaq Composite recorded 77 new highs and 160 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Indexes notch closing record highs as key earnings, Fed meet eyed</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\">\nIndexes notch closing record highs as key earnings, Fed meet eyed\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\">2021-07-27 04:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 26 (Reuters) - All three major U.S. stock indexes eked out record closing highs for a second straight session on Monday as investors were optimistic heading into a slew of earnings from heavyweight technology and internet names this week, while caution ahead of a Federal Reserve policy meeting kept the market in check.</p>\n<p>More than <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of the S&amp;P 500 was set to report quarterly results this week, including Apple Inc , Microsoft Corp , Amazon.com Inc and Google parent Alphabet Inc , the four largest U.S. companies by market value. Apple rose 0.3%.</p>\n<p>Shares of Tesla Inc, which reported quarterly results after the market close, were up about 1% in after-hours trading. The stock ended the regular session up 2.2%.</p>\n<p>The vast majority of second-quarter earnings have handily beaten analysts' expectations so far, bumping up the already huge projected growth for the second quarter, according to Refinitiv data.</p>\n<p>\"We continue to see positive surprises, and even with a lot of optimism and increased estimates going into earnings season, we're still seeing companies exceed those expectations,\" said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York, New York.</p>\n<p>\"As we get into the heart of (the earnings season) and we get industrials and more cyclical names, it will be interesting to see not only how much there is in terms of recovery but also is there any impact from some of these issues, meaning inflation, the spike in prices.\"</p>\n<p><a href=\"https://laohu8.com/S/MMM\">3M</a> Co, up 0.6%, is due to report on Tuesday while Boeing Co, up 2%, is set to report on Wednesday.</p>\n<p>A two-day meeting of the Fed starts on Tuesday, and all eyes may be on whether the central bank expresses any new concerns about high inflation when it concludes its gathering on Wednesday.</p>\n<p>In June, the Fed indicated it may start raising rates two times in 2023, which was sooner than previously expected.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 82.76 points, or 0.24%, to 35,144.31, the S&amp;P 500&nbsp;gained 10.51 points, or 0.24%, to 4,422.3 and the Nasdaq Composite&nbsp;added 3.72 points, or 0.03%, to 14,840.71.</p>\n<p>Continued optimism over second-quarter earnings has helped offset recent concerns over the market impact of the Delta variant of COVID-19.</p>\n<p>U.S.-listed Chinese shares fell after Beijing last week announced new rules on private tutoring and online education firms, the latest in a series of crackdowns on the technology sector that have roiled financial markets.</p>\n<p>E-commerce company Alibaba Group &nbsp;and search engine Baidu Inc&nbsp;, two of the largest Chinese stocks listed in the United States, were lower. Alibaba fell 7.2% and Baidu dropped 6%.</p>\n<p>Recent losses in Chinese stocks have been steeper than those recorded during the height of the Sino-U.S. trade war in 2018, mainly due to Beijing's targeting of large technology firms.</p>\n<p>Among other decliners, weapons maker Lockheed Martin Corp</p>\n<p>fell 3.3% after a classified aeronautics development program caused the firm to miss profit estimates.</p>\n<p>Volume on U.S. exchanges was 9.77 billion shares, compared with the 9.82 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.30-to-1 ratio; on Nasdaq, a 1.28-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 47 new 52-week highs and no new lows; the Nasdaq Composite recorded 77 new highs and 160 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154964378","content_text":"NEW YORK, July 26 (Reuters) - All three major U.S. stock indexes eked out record closing highs for a second straight session on Monday as investors were optimistic heading into a slew of earnings from heavyweight technology and internet names this week, while caution ahead of a Federal Reserve policy meeting kept the market in check.\nMore than one-third of the S&P 500 was set to report quarterly results this week, including Apple Inc , Microsoft Corp , Amazon.com Inc and Google parent Alphabet Inc , the four largest U.S. companies by market value. Apple rose 0.3%.\nShares of Tesla Inc, which reported quarterly results after the market close, were up about 1% in after-hours trading. The stock ended the regular session up 2.2%.\nThe vast majority of second-quarter earnings have handily beaten analysts' expectations so far, bumping up the already huge projected growth for the second quarter, according to Refinitiv data.\n\"We continue to see positive surprises, and even with a lot of optimism and increased estimates going into earnings season, we're still seeing companies exceed those expectations,\" said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York, New York.\n\"As we get into the heart of (the earnings season) and we get industrials and more cyclical names, it will be interesting to see not only how much there is in terms of recovery but also is there any impact from some of these issues, meaning inflation, the spike in prices.\"\n3M Co, up 0.6%, is due to report on Tuesday while Boeing Co, up 2%, is set to report on Wednesday.\nA two-day meeting of the Fed starts on Tuesday, and all eyes may be on whether the central bank expresses any new concerns about high inflation when it concludes its gathering on Wednesday.\nIn June, the Fed indicated it may start raising rates two times in 2023, which was sooner than previously expected.\nThe Dow Jones Industrial Average rose 82.76 points, or 0.24%, to 35,144.31, the S&P 500 gained 10.51 points, or 0.24%, to 4,422.3 and the Nasdaq Composite added 3.72 points, or 0.03%, to 14,840.71.\nContinued optimism over second-quarter earnings has helped offset recent concerns over the market impact of the Delta variant of COVID-19.\nU.S.-listed Chinese shares fell after Beijing last week announced new rules on private tutoring and online education firms, the latest in a series of crackdowns on the technology sector that have roiled financial markets.\nE-commerce company Alibaba Group  and search engine Baidu Inc , two of the largest Chinese stocks listed in the United States, were lower. Alibaba fell 7.2% and Baidu dropped 6%.\nRecent losses in Chinese stocks have been steeper than those recorded during the height of the Sino-U.S. trade war in 2018, mainly due to Beijing's targeting of large technology firms.\nAmong other decliners, weapons maker Lockheed Martin Corp\nfell 3.3% after a classified aeronautics development program caused the firm to miss profit estimates.\nVolume on U.S. exchanges was 9.77 billion shares, compared with the 9.82 billion average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.30-to-1 ratio; on Nasdaq, a 1.28-to-1 ratio favored decliners.\nThe S&P 500 posted 47 new 52-week highs and no new lows; the Nasdaq Composite recorded 77 new highs and 160 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177335657,"gmtCreate":1627179955379,"gmtModify":1703485136352,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Great&nbsp;message","listText":"Great&nbsp;message","text":"Great message","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/177335657","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950712969,"gmtCreate":1672836480751,"gmtModify":1676538744772,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564738902623228","authorIdStr":"3564738902623228"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950712969","repostId":"2300434056","repostType":4,"repost":{"id":"2300434056","kind":"highlight","pubTimestamp":1672845925,"share":"https://ttm.financial/m/news/2300434056?lang=&edition=fundamental","pubTime":"2023-01-04 23:25","market":"us","language":"en","title":"7 Sensational Stocks That Can Double Your Money in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2300434056","media":"Motley Fool","summary":"Triple-digit returns could be just a click away from the buy button.","content":"<html><head></head><body><p>Welcome to a new year and a new opportunity to become smarter, happier, and -- most importantly -- richer.</p><p>Although 2022 didn&#39;t go as planned -- the <b>S&amp;P 500</b> and <b>Nasdaq Composite</b> ended the year down 19% and 33%, respectively -- bear markets are known to be blessings in disguise. These typically once-in-a-decade events allow opportunistic investors to pounce on innovative, game-changing companies at a discount. And with Wall Street taking a drubbing last year, bargains abound -- if you&#39;re willing to do some digging.</p><p>As we move headlong into a new year filled with uncertainty, the following seven sensational stocks stand as being capable of doubling your money in 2023.</p><h2>1. Novavax</h2><p>The first phenomenal stock that has the potential to deliver triple-digit returns for its shareholders in the new year is biotech stock <b>Novavax</b>. Since hitting its all-time high during the COVID-19 pandemic, shares of Novavax have plunged as much as 97%. But with its market cap down to $874 million, there are an abundance of reasons to believe Novavax could &#34;shoot&#34; higher.</p><p>Novavax is one of a handful of drug developers that earned acclaim by running clinical trials for a COVID-19 vaccine. But unlike a majority of drugmakers, it was one of only three -- along with <b>Pfizer</b>/<b>BioNTech</b> and <b>Moderna</b> -- to achieve at least a 90% vaccine efficacy with its vaccine, NVX-CoV2373.</p><p>The Novavax vaccine is also differentiated by its mechanism of action. Instead of being messenger-RNA-based, as with the Pfizer/BioNTech and Moderna vaccines, NVX-CoV2373 uses older technology and bits of spike protein from the SARS-CoV-2 virus to teach a person&#39;s immune system how to recognize and fight the infection. For people who might be leery of taking an mRNA-based vaccine, Novavax provides a high-efficacy solution in developed and emerging markets.</p><p>In 2023, COVID-19 vaccine sales in the U.S. moved from advanced purchase agreements with the federal government to the private market. I expect this to improve Novavax&#39;s pricing power and help it better compete as an initial series and/or booster option.</p><p>Additionally, Novavax is sitting on an absolute mountain of cash. It ended September with $1.28 billion in cash and cash equivalents, which was prior to its recent gross proceeds raise of $250 million from the sale of shares and convertible debt. This provides more-than-enough capital to run clinical studies involving NVX-CoV2373 as a combination therapy (influenza + COVID-19), as well as further its influenza and respiratory syncytial virus vaccine candidates.</p><h2>2. Green Thumb Industries</h2><p>A second high-caliber stock that can double your money in 2023 is U.S. cannabis multi-state operator (MSO) <b>Green Thumb Industries</b>. Although a lack of cannabis reform on Capitol Hill has been a buzzkill for pot stocks, Green Thumb Industries&#39; growth strategy has proved unstoppable.</p><p>Before digging into company specifics, it&#39;s important to note two macro factors working in Green Thumb&#39;s favor. First, approximately three-quarters of U.S. states have legalized marijuana in some capacity. This provides more-than-enough opportunity for MSOs to grow their sales and push toward profitability.</p><p>Second, cannabis has been treated as a nondiscretionary good. Even if the U.S. dips into a recession this year, history has shown that consumers will continue to buy pot products.</p><p>Green Thumb Industries had 77 operating dispensaries open as of Dec. 1, 2022, with a presence in 15 legalized states. It holds enough retail licenses in its back pocket to effectively double its retail-store presence over time. With BDSA forecasting an increase in legal U.S. weed sales to $42 billion by 2026 from an estimated $27 billion in 2022, Green Thumb looks like it&#39;s in great shape.</p><p>The secret sauce that makes Green Thumb tick is its revenue mix. While dried cannabis flower is most often associated with marijuana use, more than half of Green Thumb&#39;s revenue comes from derivative products, such as vapes, edibles, dabs, beverages, pre-rolls, and health and beauty products. These are higher-priced products that deliver much juicier margins than dried cannabis flower. This revenue mix is precisely why Green Thumb has delivered nine consecutive quarters of profit, based on generally accepted accounting principles (GAAP).</p><p>With marijuana stocks getting thrashed to end the year following the exclusion of the SAFE Banking Act from the federal annual defense bill, now is the time to pounce on this industry leader.</p><h2>3. Bark</h2><p>For something way off the radar that can double your money in 2023, say hello to dog-focused products-and-services company <b>Bark</b>. Like virtually every other company that was brought to market via a special purpose acquisition company (SPAC) in 2020 and 2021, Bark has been decimated since making its public debut. But thanks to an unstoppable trend and the expectation of an improving income statement, the company has the tools needed to double shareholders&#39; money in 2023.</p><p>Though recessions are an inevitable part of the economic cycle, the U.S. pet industry hasn&#39;t seemed to care. It&#39;s been well over a quarter century since year-over-year pet expenditures declined in the United States, according to data from the American Pet Products Association (APPA). What&#39;s more, the percentage of households that own a pet is higher now than at any point since the APPA began its survey on pet ownership in 1988. (Translation: Pet owners willingly open their wallets to ensure the health and happiness of their four-legged family members.)</p><p>What makes Bark so special is the company&#39;s direct-to-consumer (DTC) focus. While the company&#39;s revenue breakdown can be fluid, depending on when orders are placed, it&#39;s pretty common for Bark to generate about 10% of its revenue from brick-and-mortar retail stores. The remainder comes from the company&#39;s 2.24 million (and growing) active subscriptions.</p><p>A DTC-driven operating model lends to highly predictable cash flow and helps keep inventory levels from getting out of hand. In other words, Bark&#39;s operating model should lead to lower overhead costs than its peers.</p><p>Furthermore, Bark has seen strong add-on sales growth since introducing Bark Bright (a dental-products offering) during the pandemic. With the addition of Bark Eats, a dry-food subscription service catered to specific dog breeds, Bark should be able to substantially narrow its losses while maintaining a gross margin of around 60% in the coming quarters.</p><h2>4. PubMatic</h2><p>Another sensational stock with the competitive advantages necessary to double your money in 2023 is cloud-based adtech company <b>PubMatic</b>. While ad spending during the first half of the year could be dicey -- which isn&#39;t uncommon when economic uncertainty is high -- PubMatic finds itself perfectly positioned to take advantage of a shift in spending to digital platforms.</p><p>Prior to the advent of the internet, the buying and selling of ads and ad space was time-consuming and inefficient. But thanks to the internet and companies like PubMatic, programmatic ad platforms now do virtually all of the work. The digital ad industry (i.e., video, mobile, connected TV (CTV), and over-the-top programmatic ads) is expected to grow by a compound annual rate of 14% through 2025.</p><p>PubMatic is a sell-side platform (SSP) that helps companies sell their digital display space to advertisers. As a result of consolidation, there aren&#39;t too many SSPs left, which puts PubMatic in an advantageous position within the space.</p><p>Although advertisers are upping their spending across all digital channels, the fastest growth has been seen with CTV. Not coincidentally, CTV accounts for a substantial portion of PubMatic&#39;s revenue, which is why it has consistently grown at a faster organic rate than the industry average.</p><p>In addition, PubMatic made the choice to design and build its own cloud-based programmatic ad platform. Though costly and time-consuming, this decision will allow the company to reap the rewards of higher operating margins as its revenue scales.</p><p>One final note: PubMatic ended September with $166.1 million in cash, cash equivalents, and marketable securities with no debt. This means it has an enterprise value of just over $500 million, despite an industry-topping double-digit growth rate and recurring profits.</p><h2>5. Lovesac</h2><p>The fifth remarkable stock that can double your money in 2023 is furniture retailer <b>Lovesac</b>. Fight the urge to fall asleep because I said &#34;furniture retailer,&#34; because this company is turning an industry desperate for disruption on its head.</p><p>One of the biggest differentiating factors with Lovesac <i>is</i> its furniture. Whereas most brick-and-mortar retailers buy products from the same group of wholesalers, Lovesac&#39;s products are unique. In particular, close to 88% of its net sales come from sactionals -- modular couches that can be rearranged to fit most living spaces.</p><p>Buyers can choose from over 200 different covers, and the yarn used in these covers is made entirely from recycled plastic water bottles. The functionality and optionality offered by Lovesac is unmatched.</p><p>Lovesac&#39;s operating model generally caters to middle- and upper-income millennials. These are folks who tend to appreciate Lovesac&#39;s ESG (environmental, social, and governance<i>) </i>tendencies. More importantly, the buying habits of these people tend to be less affected when minor economic downturns arise or inflation picks up. In short, Lovesac&#39;s business is unlikely to be hit as hard by high inflation or a recession as traditional furniture retailers.</p><p>But what&#39;s really allowed Lovesac to shine is its omnichannel sales approach. Despite having 189 retail locations spanning 40 states, it&#39;s been able to shift its sales online or utilize popup showrooms and a handful of brand-name partnerships, to bolster its sales. Similar to Bark, Lovesac has been able to use its DTC presence to lower its overhead expenses and push to full-year profitability.</p><p>In 2023, Lovesac&#39;s biggest catalyst looks like it will be inventory reduction. Wall Street has been concerned with rising inventory levels, which management contends is to meet growing demand. If Lovesac can maintain its double-digit organic growth rate, working through its inventory shouldn&#39;t be a problem.</p><h2>6. Petco Health &amp; Wellness</h2><p>The next sensational stock that can double your money in 2023 is none other than pet-focused retailer <b>Petco Health and Wellness</b>. That&#39;s right, this list is doubling down on pet owners&#39; willingness to spend on their furry, feathered, gilled, and scaled &#34;family members&#34; in the new year.</p><p>Petco Health and Wellness was sent to the doghouse last year. Shares of the company plunged 52%, with most of these losses coming after the company&#39;s disappointing second quarter, which featured higher integration costs following its acquisition of veterinary-care company Thrive.</p><p>Petco and Thrive formed a joint venture in 2017 that saw the duo grow to around 100 pet hospitals located in Petco stores. This deal was for Thrive&#39;s 50% stake in that joint venture.</p><p>But as noted, spending on pets has effectively been recession-proof since the mid-1990s. While growth slowdowns are certainly possible, a record level of pet ownership in the wake of the pandemic bodes well for companies like Petco.</p><p>What&#39;s far more important is that Petco&#39;s focus on subscription services and digital sales is beginning to pay off. Even though in-store interactions will continue to generate the bulk of the company&#39;s sales, the pandemic taught Petco&#39;s management team the importance of having a beefed-up online presence. Digital sales were up 10% from the prior-year period in the company&#39;s fiscal quarter ended Oct. 29, 2022, and 42% when looking back two years.</p><p>In terms of subscriptions, the company now has north of 400,000 Vital Care members. Vital Care provides members discounts on various products, grooming, and routine vet exams and has seen its recurring revenue jump 56% from the previous year. If Petco can sustain strong double-digit recurring revenue and subscription growth in 2023, it could reasonably reverse course and retrace all of its losses from last year.</p><h2>7. Redfin</h2><p>Last but not least, consider technology-driven real estate company <b>Redfin</b> as a stock that can double your money in 2023.</p><p>There&#39;s absolutely no sugarcoating how poor the past year and change has been for real estate-focused businesses. Redfin has lost approximately 96% of its value since reaching its all-time high, and rapidly rising mortgage rates are doing the industry no favors.</p><p>A report from the company notes that home sales plummeted 35% in November from the prior-year period, the largest decline on record. And new listings plunged 28%, which is the second-largest year-over-year drop in history.</p><p>Despite this abysmal data, it&#39;s plausible that pessimists have overshot to the downside, considering the competitive advantages Redfin offers when compared to traditional real estate firms.</p><p>For example, traditional real estate companies and agents charge anywhere from 2.5% to 3% for their services. Redfin charges its customers either 1% or 1.5%, depending on how much previous businesses they have done with the company. With a median home sales price of $393,682 in November, an up to 2 percentage-point difference when compared to traditional real estate firms, can save sellers more than $7,800 (at the median).</p><p>Redfin also offers a variety of services designed to either help sellers maximize the value of their homes or lessen the burdens associated with selling property. These services can help boost Redfin&#39;s gross margin by adding a personalized touch that traditional real estate companies fail to provide.</p><p>The final consideration with Redfin is that it&#39;s exiting its iBuyer business, known as RedfinNow. This segment purchased homes for cash, which were later resold.</p><p>Ending this program and paring down its portfolio of assets will bolster the company&#39;s cash position while lowering expenses. Management believes this combination of cost-cutting and refocusing on its bread-and-butter internet service-based advantages can lead the company to a profitable year in 2024.</p></body></html>","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>7 Sensational Stocks That Can Double Your Money in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Sensational Stocks That Can Double Your Money in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/03/7-sensational-stocks-can-double-your-money-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to a new year and a new opportunity to become smarter, happier, and -- most importantly -- richer.Although 2022 didn't go as planned -- the S&P 500 and Nasdaq Composite ended the year down 19%...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/03/7-sensational-stocks-can-double-your-money-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2023/01/03/7-sensational-stocks-can-double-your-money-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300434056","content_text":"Welcome to a new year and a new opportunity to become smarter, happier, and -- most importantly -- richer.Although 2022 didn't go as planned -- the S&P 500 and Nasdaq Composite ended the year down 19% and 33%, respectively -- bear markets are known to be blessings in disguise. These typically once-in-a-decade events allow opportunistic investors to pounce on innovative, game-changing companies at a discount. And with Wall Street taking a drubbing last year, bargains abound -- if you're willing to do some digging.As we move headlong into a new year filled with uncertainty, the following seven sensational stocks stand as being capable of doubling your money in 2023.1. NovavaxThe first phenomenal stock that has the potential to deliver triple-digit returns for its shareholders in the new year is biotech stock Novavax. Since hitting its all-time high during the COVID-19 pandemic, shares of Novavax have plunged as much as 97%. But with its market cap down to $874 million, there are an abundance of reasons to believe Novavax could \"shoot\" higher.Novavax is one of a handful of drug developers that earned acclaim by running clinical trials for a COVID-19 vaccine. But unlike a majority of drugmakers, it was one of only three -- along with Pfizer/BioNTech and Moderna -- to achieve at least a 90% vaccine efficacy with its vaccine, NVX-CoV2373.The Novavax vaccine is also differentiated by its mechanism of action. Instead of being messenger-RNA-based, as with the Pfizer/BioNTech and Moderna vaccines, NVX-CoV2373 uses older technology and bits of spike protein from the SARS-CoV-2 virus to teach a person's immune system how to recognize and fight the infection. For people who might be leery of taking an mRNA-based vaccine, Novavax provides a high-efficacy solution in developed and emerging markets.In 2023, COVID-19 vaccine sales in the U.S. moved from advanced purchase agreements with the federal government to the private market. I expect this to improve Novavax's pricing power and help it better compete as an initial series and/or booster option.Additionally, Novavax is sitting on an absolute mountain of cash. It ended September with $1.28 billion in cash and cash equivalents, which was prior to its recent gross proceeds raise of $250 million from the sale of shares and convertible debt. This provides more-than-enough capital to run clinical studies involving NVX-CoV2373 as a combination therapy (influenza + COVID-19), as well as further its influenza and respiratory syncytial virus vaccine candidates.2. Green Thumb IndustriesA second high-caliber stock that can double your money in 2023 is U.S. cannabis multi-state operator (MSO) Green Thumb Industries. Although a lack of cannabis reform on Capitol Hill has been a buzzkill for pot stocks, Green Thumb Industries' growth strategy has proved unstoppable.Before digging into company specifics, it's important to note two macro factors working in Green Thumb's favor. First, approximately three-quarters of U.S. states have legalized marijuana in some capacity. This provides more-than-enough opportunity for MSOs to grow their sales and push toward profitability.Second, cannabis has been treated as a nondiscretionary good. Even if the U.S. dips into a recession this year, history has shown that consumers will continue to buy pot products.Green Thumb Industries had 77 operating dispensaries open as of Dec. 1, 2022, with a presence in 15 legalized states. It holds enough retail licenses in its back pocket to effectively double its retail-store presence over time. With BDSA forecasting an increase in legal U.S. weed sales to $42 billion by 2026 from an estimated $27 billion in 2022, Green Thumb looks like it's in great shape.The secret sauce that makes Green Thumb tick is its revenue mix. While dried cannabis flower is most often associated with marijuana use, more than half of Green Thumb's revenue comes from derivative products, such as vapes, edibles, dabs, beverages, pre-rolls, and health and beauty products. These are higher-priced products that deliver much juicier margins than dried cannabis flower. This revenue mix is precisely why Green Thumb has delivered nine consecutive quarters of profit, based on generally accepted accounting principles (GAAP).With marijuana stocks getting thrashed to end the year following the exclusion of the SAFE Banking Act from the federal annual defense bill, now is the time to pounce on this industry leader.3. BarkFor something way off the radar that can double your money in 2023, say hello to dog-focused products-and-services company Bark. Like virtually every other company that was brought to market via a special purpose acquisition company (SPAC) in 2020 and 2021, Bark has been decimated since making its public debut. But thanks to an unstoppable trend and the expectation of an improving income statement, the company has the tools needed to double shareholders' money in 2023.Though recessions are an inevitable part of the economic cycle, the U.S. pet industry hasn't seemed to care. It's been well over a quarter century since year-over-year pet expenditures declined in the United States, according to data from the American Pet Products Association (APPA). What's more, the percentage of households that own a pet is higher now than at any point since the APPA began its survey on pet ownership in 1988. (Translation: Pet owners willingly open their wallets to ensure the health and happiness of their four-legged family members.)What makes Bark so special is the company's direct-to-consumer (DTC) focus. While the company's revenue breakdown can be fluid, depending on when orders are placed, it's pretty common for Bark to generate about 10% of its revenue from brick-and-mortar retail stores. The remainder comes from the company's 2.24 million (and growing) active subscriptions.A DTC-driven operating model lends to highly predictable cash flow and helps keep inventory levels from getting out of hand. In other words, Bark's operating model should lead to lower overhead costs than its peers.Furthermore, Bark has seen strong add-on sales growth since introducing Bark Bright (a dental-products offering) during the pandemic. With the addition of Bark Eats, a dry-food subscription service catered to specific dog breeds, Bark should be able to substantially narrow its losses while maintaining a gross margin of around 60% in the coming quarters.4. PubMaticAnother sensational stock with the competitive advantages necessary to double your money in 2023 is cloud-based adtech company PubMatic. While ad spending during the first half of the year could be dicey -- which isn't uncommon when economic uncertainty is high -- PubMatic finds itself perfectly positioned to take advantage of a shift in spending to digital platforms.Prior to the advent of the internet, the buying and selling of ads and ad space was time-consuming and inefficient. But thanks to the internet and companies like PubMatic, programmatic ad platforms now do virtually all of the work. The digital ad industry (i.e., video, mobile, connected TV (CTV), and over-the-top programmatic ads) is expected to grow by a compound annual rate of 14% through 2025.PubMatic is a sell-side platform (SSP) that helps companies sell their digital display space to advertisers. As a result of consolidation, there aren't too many SSPs left, which puts PubMatic in an advantageous position within the space.Although advertisers are upping their spending across all digital channels, the fastest growth has been seen with CTV. Not coincidentally, CTV accounts for a substantial portion of PubMatic's revenue, which is why it has consistently grown at a faster organic rate than the industry average.In addition, PubMatic made the choice to design and build its own cloud-based programmatic ad platform. Though costly and time-consuming, this decision will allow the company to reap the rewards of higher operating margins as its revenue scales.One final note: PubMatic ended September with $166.1 million in cash, cash equivalents, and marketable securities with no debt. This means it has an enterprise value of just over $500 million, despite an industry-topping double-digit growth rate and recurring profits.5. LovesacThe fifth remarkable stock that can double your money in 2023 is furniture retailer Lovesac. Fight the urge to fall asleep because I said \"furniture retailer,\" because this company is turning an industry desperate for disruption on its head.One of the biggest differentiating factors with Lovesac is its furniture. Whereas most brick-and-mortar retailers buy products from the same group of wholesalers, Lovesac's products are unique. In particular, close to 88% of its net sales come from sactionals -- modular couches that can be rearranged to fit most living spaces.Buyers can choose from over 200 different covers, and the yarn used in these covers is made entirely from recycled plastic water bottles. The functionality and optionality offered by Lovesac is unmatched.Lovesac's operating model generally caters to middle- and upper-income millennials. These are folks who tend to appreciate Lovesac's ESG (environmental, social, and governance) tendencies. More importantly, the buying habits of these people tend to be less affected when minor economic downturns arise or inflation picks up. In short, Lovesac's business is unlikely to be hit as hard by high inflation or a recession as traditional furniture retailers.But what's really allowed Lovesac to shine is its omnichannel sales approach. Despite having 189 retail locations spanning 40 states, it's been able to shift its sales online or utilize popup showrooms and a handful of brand-name partnerships, to bolster its sales. Similar to Bark, Lovesac has been able to use its DTC presence to lower its overhead expenses and push to full-year profitability.In 2023, Lovesac's biggest catalyst looks like it will be inventory reduction. Wall Street has been concerned with rising inventory levels, which management contends is to meet growing demand. If Lovesac can maintain its double-digit organic growth rate, working through its inventory shouldn't be a problem.6. Petco Health & WellnessThe next sensational stock that can double your money in 2023 is none other than pet-focused retailer Petco Health and Wellness. That's right, this list is doubling down on pet owners' willingness to spend on their furry, feathered, gilled, and scaled \"family members\" in the new year.Petco Health and Wellness was sent to the doghouse last year. Shares of the company plunged 52%, with most of these losses coming after the company's disappointing second quarter, which featured higher integration costs following its acquisition of veterinary-care company Thrive.Petco and Thrive formed a joint venture in 2017 that saw the duo grow to around 100 pet hospitals located in Petco stores. This deal was for Thrive's 50% stake in that joint venture.But as noted, spending on pets has effectively been recession-proof since the mid-1990s. While growth slowdowns are certainly possible, a record level of pet ownership in the wake of the pandemic bodes well for companies like Petco.What's far more important is that Petco's focus on subscription services and digital sales is beginning to pay off. Even though in-store interactions will continue to generate the bulk of the company's sales, the pandemic taught Petco's management team the importance of having a beefed-up online presence. Digital sales were up 10% from the prior-year period in the company's fiscal quarter ended Oct. 29, 2022, and 42% when looking back two years.In terms of subscriptions, the company now has north of 400,000 Vital Care members. Vital Care provides members discounts on various products, grooming, and routine vet exams and has seen its recurring revenue jump 56% from the previous year. If Petco can sustain strong double-digit recurring revenue and subscription growth in 2023, it could reasonably reverse course and retrace all of its losses from last year.7. RedfinLast but not least, consider technology-driven real estate company Redfin as a stock that can double your money in 2023.There's absolutely no sugarcoating how poor the past year and change has been for real estate-focused businesses. Redfin has lost approximately 96% of its value since reaching its all-time high, and rapidly rising mortgage rates are doing the industry no favors.A report from the company notes that home sales plummeted 35% in November from the prior-year period, the largest decline on record. And new listings plunged 28%, which is the second-largest year-over-year drop in history.Despite this abysmal data, it's plausible that pessimists have overshot to the downside, considering the competitive advantages Redfin offers when compared to traditional real estate firms.For example, traditional real estate companies and agents charge anywhere from 2.5% to 3% for their services. Redfin charges its customers either 1% or 1.5%, depending on how much previous businesses they have done with the company. With a median home sales price of $393,682 in November, an up to 2 percentage-point difference when compared to traditional real estate firms, can save sellers more than $7,800 (at the median).Redfin also offers a variety of services designed to either help sellers maximize the value of their homes or lessen the burdens associated with selling property. These services can help boost Redfin's gross margin by adding a personalized touch that traditional real estate companies fail to provide.The final consideration with Redfin is that it's exiting its iBuyer business, known as RedfinNow. This segment purchased homes for cash, which were later resold.Ending this program and paring down its portfolio of assets will bolster the company's cash position while lowering expenses. Management believes this combination of cost-cutting and refocusing on its bread-and-butter internet service-based advantages can lead the company to a profitable year in 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}