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2024-04-20

good sharing

@JC888:S&P 500: This Dip to Skip? Hold Your Horses !

2024-01-20

$Advanced Micro Devices(AMD)$ thank you 😊 keep going!

2024-01-08

good sharing. thanks

@nerdbull1669:How I Trade Nvidia Using Relative Volatility Index (RVI) + Another Indicator

2023-12-29

Keep at it. Patience rewards!

2023-12-12

Good or bad news? Does this mean HP is no longer good to hold on?

Berkshire Hathaway Nearly Halves HP Stake to 5.2%

2023-12-07

Thanks for sharing 👍

Beyond the Magnificent 7: 3 Stocks Poised to Join the Leader Board

2023-10-18

Thanks

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2023-05-11

Good

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2023-04-12

Thanks

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2023-04-12

Ok

Sorry, the original content has been removed

2023-04-10

Waiting for better price to accumulate more

Sorry, the original content has been removed

2023-04-10

Thanks

Pinterest Stock Outlook: Raymond James Sees Upside to $33

2023-04-08

Nice game. Thanks

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2023-04-04

Nice

Can Alphabet Survive the AI Revolution? What GOOG Stock Investors Need to Know

2023-04-01

Ok

Alphabet Trading At Bargain Prices?

2023-03-09

thanks for sharing

@REIT_TIREMENT:Data Centre Focused REITs Comparison @ 5 March 2023

2023-03-08

Good news finally

Sea Limited Turned on the Money Printer: Time to Buy the Stock?

2023-03-07

Gg

Rivian Plans to Sell $1.3 Bln in Green Bonds to Shore up Capital

2023-03-02

THanks for sharing

@Tiger_Earnings:🎁Top Ex_dividend Stocks Next Week: BLK, HD, FDX, KMB, CHK, ADP…

2023-03-02

Great ariticle, would you like to share it?

@Tiger_Earnings:🎁Top Ex_dividend Stocks Next Week: BLK, HD, FDX, KMB, CHK, ADP…

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sharing","listText":"good sharing","text":"good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297152232243376","repostId":"296972724580528","repostType":1,"repost":{"id":296972724580528,"gmtCreate":1713531792976,"gmtModify":1713590401911,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"S&P 500: This Dip to Skip? Hold Your Horses !","htmlText":"It’s A “Mistake” ! I made the “mistake” of buying the dip on Thu, 18 Apr 2024 to add to my existing holdings on Basic materials stock - <a href=\"https://ttm.financial/S/VALE\">$Vale SA(VALE)$</a>. According to <a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a>, Chief Investment Officer, Mike Wilson, currently the 3 “stable” sectors will be: Energy ( <a href=\"https://ttm.financial/S/XLE\">$Energy Select Sector SPDR Fund(XLE)$</a> ). Materials ( <a href=\"https://ttm.financial/S/XLB\">$Materials Select Sector SPDR Fund(XLB)$</a> ). Industrials ( <a href=\"https://ttm.financial/S/XLI\">$Industrial Select Sector SPDR Fund(XLI)$</a> ). As part of my diversification strategy in investment, I try my best to put my eggs in different baskets. I made the decision to “buy the dip” because I did","listText":"It’s A “Mistake” ! I made the “mistake” of buying the dip on Thu, 18 Apr 2024 to add to my existing holdings on Basic materials stock - <a href=\"https://ttm.financial/S/VALE\">$Vale SA(VALE)$</a>. According to <a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a>, Chief Investment Officer, Mike Wilson, currently the 3 “stable” sectors will be: Energy ( <a href=\"https://ttm.financial/S/XLE\">$Energy Select Sector SPDR Fund(XLE)$</a> ). Materials ( <a href=\"https://ttm.financial/S/XLB\">$Materials Select Sector SPDR Fund(XLB)$</a> ). Industrials ( <a href=\"https://ttm.financial/S/XLI\">$Industrial Select Sector SPDR Fund(XLI)$</a> ). As part of my diversification strategy in investment, I try my best to put my eggs in different baskets. I made the decision to “buy the dip” because I did","text":"It’s A “Mistake” ! I made the “mistake” of buying the dip on Thu, 18 Apr 2024 to add to my existing holdings on Basic materials stock - $Vale SA(VALE)$. According to $Morgan Stanley(MS)$, Chief Investment Officer, Mike Wilson, currently the 3 “stable” sectors will be: Energy ( $Energy Select Sector SPDR Fund(XLE)$ ). Materials ( $Materials Select Sector SPDR Fund(XLB)$ ). Industrials ( $Industrial Select Sector SPDR Fund(XLI)$ ). As part of my diversification strategy in investment, I try my best to put my eggs in different baskets. I made the decision to “buy the dip” because I did","images":[{"img":"https://community-static.tradeup.com/news/9cf6561fe81c43fcc786360ec3107ac0","width":"700","height":"189"},{"img":"https://community-static.tradeup.com/news/22155cc0e0838bcc4b459039317873f2","width":"621","height":"128"},{"img":"https://community-static.tradeup.com/news/bb797a96ff5976740c837e8a9ad9bab9","width":"770","height":"118"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296972724580528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":265081716543672,"gmtCreate":1705741450739,"gmtModify":1705920629364,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> thank you 😊 keep going!","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> thank you 😊 keep going!","text":"$Advanced Micro Devices(AMD)$ thank you 😊 keep going!","images":[{"img":"https://community-static.tradeup.com/news/ef99919b789791f5412ddccd5296374f","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/265081716543672","isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":260856554647848,"gmtCreate":1704696046716,"gmtModify":1704696050710,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"good sharing. thanks","listText":"good sharing. thanks","text":"good sharing. thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260856554647848","repostId":"260810930278584","repostType":1,"repost":{"id":260810930278584,"gmtCreate":1704685026855,"gmtModify":1704691971116,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"How I Trade Nvidia Using Relative Volatility Index (RVI) + Another Indicator","htmlText":"As we have seen how volatile market have been on the first week of 2024, one way to measure volatility breakouts is through technical indicators, such as the average true range (ATR), which tracks how much an asset typically moves in each price candlestick. Average True Range (ATR) A sharp rise in the ATR can alert traders to potential trading opportunities, as it most likely indicates that a strong price movement is underway and there will be a breakout. Only when the ATR crosses above the simple moving average is there is a potential trade. The price should also be breaking above or below recent swing highs or lows for better opportunity. This helps to filter the times when the ATR crosses the moving average, yet the price does not move significantly. The average true range is a particu","listText":"As we have seen how volatile market have been on the first week of 2024, one way to measure volatility breakouts is through technical indicators, such as the average true range (ATR), which tracks how much an asset typically moves in each price candlestick. Average True Range (ATR) A sharp rise in the ATR can alert traders to potential trading opportunities, as it most likely indicates that a strong price movement is underway and there will be a breakout. Only when the ATR crosses above the simple moving average is there is a potential trade. The price should also be breaking above or below recent swing highs or lows for better opportunity. This helps to filter the times when the ATR crosses the moving average, yet the price does not move significantly. The average true range is a particu","text":"As we have seen how volatile market have been on the first week of 2024, one way to measure volatility breakouts is through technical indicators, such as the average true range (ATR), which tracks how much an asset typically moves in each price candlestick. Average True Range (ATR) A sharp rise in the ATR can alert traders to potential trading opportunities, as it most likely indicates that a strong price movement is underway and there will be a breakout. Only when the ATR crosses above the simple moving average is there is a potential trade. The price should also be breaking above or below recent swing highs or lows for better opportunity. This helps to filter the times when the ATR crosses the moving average, yet the price does not move significantly. The average true range is a particu","images":[{"img":"https://community-static.tradeup.com/news/d39654b5b5da960df86ba2b65cfa3925","width":"1832","height":"807"},{"img":"https://community-static.tradeup.com/news/4601794efb3fbd5cf2a8fc98bf5b743f","width":"732","height":"274"},{"img":"https://community-static.tradeup.com/news/4a5adb0f8a8005f3bcca7c00a0a71209","width":"1838","height":"812"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260810930278584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257281414365384,"gmtCreate":1703846839961,"gmtModify":1703846844783,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Keep at it. Patience rewards!","listText":"Keep at it. Patience rewards!","text":"Keep at it. Patience rewards!","images":[{"img":"https://community-static.tradeup.com/news/429896c0e90fe5a02b0ddd3c5fc11757","width":"1080","height":"2064"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257281414365384","isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251301663924320,"gmtCreate":1702390168892,"gmtModify":1702390173781,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Good or bad news? Does this mean HP is no longer good to hold on?","listText":"Good or bad news? Does this mean HP is no longer good to hold on?","text":"Good or bad news? Does this mean HP is no longer good to hold on?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251301663924320","repostId":"2390124395","repostType":2,"repost":{"id":"2390124395","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1702359413,"share":"https://ttm.financial/m/news/2390124395?lang=&edition=full_marsco","pubTime":"2023-12-12 13:36","market":"us","language":"en","title":"Berkshire Hathaway Nearly Halves HP Stake to 5.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2390124395","media":"Dow Jones","summary":"Warren Buffett's Berkshire Hathaway has reduced its stake in HP Inc., the maker of printers and personal computers, by 47% to 5.2% in the past two months, according to a Form13 -G filing late Monday.I","content":"<html><head></head><body><p>Warren Buffett&#39;s Berkshire Hathaway has reduced its stake in HP Inc., the maker of printers and personal computers, by 47% to 5.2% in the past two months, according to a Form13 -G filing late Monday.</p><p>In the filing, Berkshire said it held 51.5 million shares of HP on Nov. 30, down from 97.9 million shares, or 9.9%, on Oct. 3, two day before the dates of its most recent prior filing.</p><p>The Berkshire stake is now worth about $1.6 billion. HP shares were up 3% at $30.37 Monday and down 1% in after-hours trading.</p><p>Berkshire had been selling HP shares during September and early October after accumulating a roughly 12% interest in the company in 2022. Berkshire had to make filings within two business days of its sales during that period because it held more than 10% of HP stock.</p><p>When Berkshire dropped below 10% in early October, that two-day filing requirement ended. As a 5% holder of HP, Berkshire needs to periodically file a form 13-G form. That requirement appears to have prompted the filing Monday.</p><p>When Berkshire sharply reduces a once sizable position in a company&#39;s equity, it often ends up eliminating the holding entirely. That has been the case with positions in U.S. Bancorp and other stocks. If Berkshire follows the same pattern, that could mean more HP sales in the coming weeks.</p><p>HP shares have shrugged off the Berkshire sales to date. The stock is up about 15% in the past two months.</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>Berkshire Hathaway Nearly Halves HP Stake to 5.2%</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\">\nBerkshire Hathaway Nearly Halves HP Stake to 5.2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\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\">2023-12-12 13:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Warren Buffett&#39;s Berkshire Hathaway has reduced its stake in HP Inc., the maker of printers and personal computers, by 47% to 5.2% in the past two months, according to a Form13 -G filing late Monday.</p><p>In the filing, Berkshire said it held 51.5 million shares of HP on Nov. 30, down from 97.9 million shares, or 9.9%, on Oct. 3, two day before the dates of its most recent prior filing.</p><p>The Berkshire stake is now worth about $1.6 billion. HP shares were up 3% at $30.37 Monday and down 1% in after-hours trading.</p><p>Berkshire had been selling HP shares during September and early October after accumulating a roughly 12% interest in the company in 2022. Berkshire had to make filings within two business days of its sales during that period because it held more than 10% of HP stock.</p><p>When Berkshire dropped below 10% in early October, that two-day filing requirement ended. As a 5% holder of HP, Berkshire needs to periodically file a form 13-G form. That requirement appears to have prompted the filing Monday.</p><p>When Berkshire sharply reduces a once sizable position in a company&#39;s equity, it often ends up eliminating the holding entirely. That has been the case with positions in U.S. Bancorp and other stocks. If Berkshire follows the same pattern, that could mean more HP sales in the coming weeks.</p><p>HP shares have shrugged off the Berkshire sales to date. The stock is up about 15% in the past two months.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4585":"ETF&股票定投概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4534":"瑞士信贷持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0251142724.SGD":"Fidelity America A-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","HPQ":"惠普","BK4550":"红杉资本持仓","BK4588":"碎股","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BRK.A":"伯克希尔","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","BRK.B":"伯克希尔B","BK4581":"高盛持仓","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4092":"石油与天然气钻井","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4170":"电脑硬件、储存设备及电脑周边","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4176":"多领域控股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2390124395","content_text":"Warren Buffett's Berkshire Hathaway has reduced its stake in HP Inc., the maker of printers and personal computers, by 47% to 5.2% in the past two months, according to a Form13 -G filing late Monday.In the filing, Berkshire said it held 51.5 million shares of HP on Nov. 30, down from 97.9 million shares, or 9.9%, on Oct. 3, two day before the dates of its most recent prior filing.The Berkshire stake is now worth about $1.6 billion. HP shares were up 3% at $30.37 Monday and down 1% in after-hours trading.Berkshire had been selling HP shares during September and early October after accumulating a roughly 12% interest in the company in 2022. Berkshire had to make filings within two business days of its sales during that period because it held more than 10% of HP stock.When Berkshire dropped below 10% in early October, that two-day filing requirement ended. As a 5% holder of HP, Berkshire needs to periodically file a form 13-G form. That requirement appears to have prompted the filing Monday.When Berkshire sharply reduces a once sizable position in a company's equity, it often ends up eliminating the holding entirely. That has been the case with positions in U.S. Bancorp and other stocks. If Berkshire follows the same pattern, that could mean more HP sales in the coming weeks.HP shares have shrugged off the Berkshire sales to date. The stock is up about 15% in the past two months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249542836404224,"gmtCreate":1701944591253,"gmtModify":1701944595805,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Thanks for sharing 👍&nbsp;","listText":"Thanks for sharing 👍&nbsp;","text":"Thanks for sharing 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249542836404224","repostId":"2389056833","repostType":4,"repost":{"id":"2389056833","kind":"highlight","pubTimestamp":1701931816,"share":"https://ttm.financial/m/news/2389056833?lang=&edition=full_marsco","pubTime":"2023-12-07 14:50","market":"us","language":"en","title":"Beyond the Magnificent 7: 3 Stocks Poised to Join the Leader Board","url":"https://stock-news.laohu8.com/highlight/detail?id=2389056833","media":"InvestorPlace","summary":"The \"Magnificent 7\" stocks have driven returns for the market in 2023, but they must make space for these exciting technology stocks.","content":"<html><head></head><body><ul style=\"\"><li><p>The following technology stocks are poised to join the leaderboard.</p></li><li><p><strong>Advanced Micro Devices </strong>(<strong>AMD</strong>): Despite PC revenue slowing, AMD’s fortunes are in the AI chip market.</p></li><li><p><strong>CrowdStrike </strong>(<strong>CRWD</strong>): A strong earnings report reasserts CrowdStrike’s market dominance.</p></li><li><p><strong>Palantir</strong> (<strong>PLTR</strong>): A new contract with England’s NHS shows how far Palantir’s platform has come.</p></li></ul><p>The “Magnificent 7” stocks, or <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong> (NASDAQ: <strong><u>META</u></strong>), <strong>Apple</strong> (NASDAQ: <strong><u>AAPL</u></strong>), <strong>Amazon</strong> (NASDAQ: <strong><u>AMZN</u></strong>), <strong>Alphabet</strong> (NASDAQ: <strong><u>GOOG</u></strong>, NASDAQ: <strong><u>GOOGL</u></strong>), <strong>Microsoft</strong> (NASDAQ: <strong><u>MSFT</u></strong>), <strong>Nvidia</strong> (NASDAQ: <strong><u>NVDA</u></strong>), and <strong>Tesla</strong> (NASDAQ: <strong><u>TSLA</u></strong>) have had a great year so far.</p><p>These tech giants are the main reason indices such as the <strong>S&amp;P 500</strong> and the <strong>Nasdaq Composite </strong>rebounded sharply in 2023. While tech stocks largely struggled last year, investors poured back into the sector at the beginning of 2023 with hopes of finding bargains, understanding that mature technology companies would likely weather any macroeconomic uncertainty better than their smaller peers.</p><p>However, the magnificent 7 are likely not to stay seven for long, and several tech stocks are poised to join the leaderboard in due time. Below are three of them.</p><h2 id=\"id_161386589\">Advanced Micro Devices (AMD)</h2><p><strong>Advanced Micro Devices</strong> (NASDAQ: <strong><u>AMD</u></strong>) has become well known for snatching market share away from the likes of <strong>Intel</strong> (NASDAQ: <strong><u>INTC</u></strong>). Still, it is about to enter the artificial intelligence (<strong>AI</strong>) semiconductor chip race that its competitor, Nvidia, has largely dominated.</p><p>In AMD’s second-quarter earnings report released in mid-June, the chipmaker finally announced the MI300x GPU chipset, which will compete directly with Nvidia’s A100 and H100 chips used to train LLMs. the chipmaker announced it expects to sell $2 billion in AI chips next year.</p><p>Overall, in 2023, AMD’s shares have performed inconsistently, with some traders betting on the company’s awaited AI chips while others have begun to worry about the slowing PC markets’ toll on AMD’s revenue growth. Either way, as AMD enters the AI race, its market cap is likely to rise astronomically in the coming years, placing it on the “Magnificent 7” leaderboard.</p><h2 id=\"id_1753912491\">CrowdStrike (CRWD)</h2><p>While <strong>CrowdStrike</strong> (NASDAQ: <strong><u>CRWD</u></strong>) is currently much smaller than AMD in market cap, the cybersecurity firm will likely rise. CrowdStrike is a leading provider of cloud-based endpoint protection and threat intelligence services. The company’s comprehensive platform leverages artificial intelligence, behavioral analytics, and threat intelligence to detect and prevent breaches. CrowdStrike has undoubtedly come a long way and is now, according to IDC, the largest player in the Worldwide Endpoint Security market, even outpacing Microsoft.</p><p>CrowdStrike’s financial results in 2023 have continued to be impressive. In particular, the company reported results for Q3 FY2024, beating analysts’ expectations on both revenue and earnings. The company grew its revenue by 34% year-over-year to $786 million, driven by strong demand for its subscription-based products and services.</p><p>CrowdStrike’s shares have climbed more than 123% YTD, which places the cybersecurity stock at over $56 billion in market cap, and the company could rise further as it continues to dominate the cybersecurity market.</p><h2 id=\"id_2111098937\">Palantir (PLTR)</h2><p>Founders Peter Thiel and Alex Karp formed <strong>Palantir Technologies</strong> (NYSE: <strong><u>PLTR</u></strong>), initially focusing on serving the United States’ defense and intelligence sectors. However, since its inception, the company has expanded its customer base to include various industries such as healthcare, energy, and finance. For example, a few weeks ago, Palantir won a lucrative contract to manage England’s National Health Service data, exemplifying the traction of the platform outside of its original core end markets.</p><p>Palantir’s entrance into AI-enhanced analytics will drive the attractiveness of its platform. Demand for these solutions has already started to pick up, according to the company’s recent earnings report. The company’s “U.S. Commercial business segment” increased revenue figures by 37% year-over-year, driven by demand for Palantir’s Artificial Intelligence Platform.</p><p>While Palantir is not yet worth $100 billion in market capitalization, the company could well be on its way to joining the leaderboard of the largest publicly listed tech companies as its business and user base grow.</p></body></html>","source":"investorplace_stock_picks","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>Beyond the Magnificent 7: 3 Stocks Poised to Join the Leader Board</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; 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}\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\">\nBeyond the Magnificent 7: 3 Stocks Poised to Join the Leader Board\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 14:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/12/beyond-the-magnificent-7-3-stocks-poised-to-join-the-leader-board/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The following technology stocks are poised to join the leaderboard.Advanced Micro Devices (AMD): Despite PC revenue slowing, AMD’s fortunes are in the AI chip market.CrowdStrike (CRWD): A strong ...</p>\n\n<a href=\"https://investorplace.com/2023/12/beyond-the-magnificent-7-3-stocks-poised-to-join-the-leader-board/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","AMD":"美国超微公司","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","BK4547":"WSB热门概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","CRWD":"CrowdStrike Holdings, Inc.","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4554":"元宇宙及AR概念","PLTR":"Palantir Technologies Inc.","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4553":"喜马拉雅资本持仓"},"source_url":"https://investorplace.com/2023/12/beyond-the-magnificent-7-3-stocks-poised-to-join-the-leader-board/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389056833","content_text":"The following technology stocks are poised to join the leaderboard.Advanced Micro Devices (AMD): Despite PC revenue slowing, AMD’s fortunes are in the AI chip market.CrowdStrike (CRWD): A strong earnings report reasserts CrowdStrike’s market dominance.Palantir (PLTR): A new contract with England’s NHS shows how far Palantir’s platform has come.The “Magnificent 7” stocks, or Meta Platforms (NASDAQ: META), Apple (NASDAQ: AAPL), Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG, NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), and Tesla (NASDAQ: TSLA) have had a great year so far.These tech giants are the main reason indices such as the S&P 500 and the Nasdaq Composite rebounded sharply in 2023. While tech stocks largely struggled last year, investors poured back into the sector at the beginning of 2023 with hopes of finding bargains, understanding that mature technology companies would likely weather any macroeconomic uncertainty better than their smaller peers.However, the magnificent 7 are likely not to stay seven for long, and several tech stocks are poised to join the leaderboard in due time. Below are three of them.Advanced Micro Devices (AMD)Advanced Micro Devices (NASDAQ: AMD) has become well known for snatching market share away from the likes of Intel (NASDAQ: INTC). Still, it is about to enter the artificial intelligence (AI) semiconductor chip race that its competitor, Nvidia, has largely dominated.In AMD’s second-quarter earnings report released in mid-June, the chipmaker finally announced the MI300x GPU chipset, which will compete directly with Nvidia’s A100 and H100 chips used to train LLMs. the chipmaker announced it expects to sell $2 billion in AI chips next year.Overall, in 2023, AMD’s shares have performed inconsistently, with some traders betting on the company’s awaited AI chips while others have begun to worry about the slowing PC markets’ toll on AMD’s revenue growth. Either way, as AMD enters the AI race, its market cap is likely to rise astronomically in the coming years, placing it on the “Magnificent 7” leaderboard.CrowdStrike (CRWD)While CrowdStrike (NASDAQ: CRWD) is currently much smaller than AMD in market cap, the cybersecurity firm will likely rise. CrowdStrike is a leading provider of cloud-based endpoint protection and threat intelligence services. The company’s comprehensive platform leverages artificial intelligence, behavioral analytics, and threat intelligence to detect and prevent breaches. CrowdStrike has undoubtedly come a long way and is now, according to IDC, the largest player in the Worldwide Endpoint Security market, even outpacing Microsoft.CrowdStrike’s financial results in 2023 have continued to be impressive. In particular, the company reported results for Q3 FY2024, beating analysts’ expectations on both revenue and earnings. The company grew its revenue by 34% year-over-year to $786 million, driven by strong demand for its subscription-based products and services.CrowdStrike’s shares have climbed more than 123% YTD, which places the cybersecurity stock at over $56 billion in market cap, and the company could rise further as it continues to dominate the cybersecurity market.Palantir (PLTR)Founders Peter Thiel and Alex Karp formed Palantir Technologies (NYSE: PLTR), initially focusing on serving the United States’ defense and intelligence sectors. However, since its inception, the company has expanded its customer base to include various industries such as healthcare, energy, and finance. For example, a few weeks ago, Palantir won a lucrative contract to manage England’s National Health Service data, exemplifying the traction of the platform outside of its original core end markets.Palantir’s entrance into AI-enhanced analytics will drive the attractiveness of its platform. Demand for these solutions has already started to pick up, according to the company’s recent earnings report. The company’s “U.S. Commercial business segment” increased revenue figures by 37% year-over-year, driven by demand for Palantir’s Artificial Intelligence Platform.While Palantir is not yet worth $100 billion in market capitalization, the company could well be on its way to joining the leaderboard of the largest publicly listed tech companies as its business and user base grow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231759686955136,"gmtCreate":1697591010019,"gmtModify":1697591014256,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231759686955136","repostId":"1169264768","repostType":2,"isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970938702,"gmtCreate":1683799090106,"gmtModify":1683799094506,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970938702","repostId":"2334762755","repostType":4,"isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942572416,"gmtCreate":1681263218836,"gmtModify":1681263220944,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942572416","repostId":"1129119494","repostType":2,"isVote":1,"tweetType":1,"viewCount":1791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942578282,"gmtCreate":1681262644246,"gmtModify":1681262647887,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942578282","repostId":"2326388489","repostType":2,"isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942983727,"gmtCreate":1681103470369,"gmtModify":1681103475950,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Waiting for better price to accumulate more","listText":"Waiting for better price to accumulate more","text":"Waiting for better price to accumulate more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942983727","repostId":"1130164256","repostType":4,"isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942983910,"gmtCreate":1681103202331,"gmtModify":1681103206057,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942983910","repostId":"1132600483","repostType":4,"repost":{"id":"1132600483","kind":"news","pubTimestamp":1681093707,"share":"https://ttm.financial/m/news/1132600483?lang=&edition=full_marsco","pubTime":"2023-04-10 10:28","market":"us","language":"en","title":"Pinterest Stock Outlook: Raymond James Sees Upside to $33","url":"https://stock-news.laohu8.com/highlight/detail?id=1132600483","media":"Invezz","summary":"Raymond James initiates Pinterest Inc with an outperform rating.Analyst Aaron Kessler sees upside in","content":"<html><head></head><body><ul><li><p>Raymond James initiates Pinterest Inc with an outperform rating.</p></li><li><p>Analyst Aaron Kessler sees upside in &#34;PINS&#34; to $33 a share.</p></li><li><p>Pinterest stock is already up about 25% versus the start of 2023.</p></li></ul><p><a href=\"https://laohu8.com/S/PINS\">Pinterest Inc</a> has already gained about 25% this year but a Raymond James analyst is convinced it’s not done pleasing its shareholders just yet.</p><h2 style=\"text-align: start;\">Pinterest stock could climb another 20%</h2><p style=\"text-align: start;\">Aaron Kessler assumed coverage of the social media company on Friday with an outperform rating. His $33 price target suggests another 20% upside from here.</p><p style=\"text-align: start;\">The analyst is bullish on Pinterest stock primarily because he expects the company to steadily grow over the long term. His research note reads:</p><blockquote><em>Pinterest’s unique visual discovery platform and high-intent user base provides an attractive platform for advertisers, [and] we expect steady user growth going forward and increasing engagement metrics.</em></blockquote><p style=\"text-align: start;\">In February, the image sharing platform reported better-than-expected earnings for its fiscal fourth quarter as Invezz reported HERE. Revenue, however, came in shy of estimates.</p><h2 style=\"text-align: start;\">Pinterest can navigate the advertising headwinds</h2><p style=\"text-align: start;\">Pinterest Inc relatively less exposed to the ad privacy headwinds as well. Put together with its high-intent userbase, Kessler expects it to outperform in the midst of a macro slowdown.</p><p style=\"text-align: start;\">With revenue growth, the Raymond James analyst is confident that Pinterest could nearly double its margins from 16% in 2022 to over 30%. He added:</p><blockquote><em>We expect double-digit long-term revenue growth driven by continued product improvements for both Pinner and advertisers, increasing focus on shopping/eCommerce, video, and international.</em></blockquote><p style=\"text-align: start;\">Pinterest stock could also benefit from the company’s commitment to turning leaner and cutting costs. To that end, it announced plans of cutting 150 jobs in February.  </p></body></html>","source":"lsy1655782831344","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>Pinterest Stock Outlook: Raymond James Sees Upside to $33</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\">\nPinterest Stock Outlook: Raymond James Sees Upside to $33\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://invezz.com/news/2023/04/07/buy-pinterest-stock-raymond-james-analyst/><strong>Invezz</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James initiates Pinterest Inc with an outperform rating.Analyst Aaron Kessler sees upside in \"PINS\" to $33 a share.Pinterest stock is already up about 25% versus the start of 2023.Pinterest ...</p>\n\n<a href=\"https://invezz.com/news/2023/04/07/buy-pinterest-stock-raymond-james-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc."},"source_url":"https://invezz.com/news/2023/04/07/buy-pinterest-stock-raymond-james-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132600483","content_text":"Raymond James initiates Pinterest Inc with an outperform rating.Analyst Aaron Kessler sees upside in \"PINS\" to $33 a share.Pinterest stock is already up about 25% versus the start of 2023.Pinterest Inc has already gained about 25% this year but a Raymond James analyst is convinced it’s not done pleasing its shareholders just yet.Pinterest stock could climb another 20%Aaron Kessler assumed coverage of the social media company on Friday with an outperform rating. His $33 price target suggests another 20% upside from here.The analyst is bullish on Pinterest stock primarily because he expects the company to steadily grow over the long term. His research note reads:Pinterest’s unique visual discovery platform and high-intent user base provides an attractive platform for advertisers, [and] we expect steady user growth going forward and increasing engagement metrics.In February, the image sharing platform reported better-than-expected earnings for its fiscal fourth quarter as Invezz reported HERE. Revenue, however, came in shy of estimates.Pinterest can navigate the advertising headwindsPinterest Inc relatively less exposed to the ad privacy headwinds as well. Put together with its high-intent userbase, Kessler expects it to outperform in the midst of a macro slowdown.With revenue growth, the Raymond James analyst is confident that Pinterest could nearly double its margins from 16% in 2022 to over 30%. He added:We expect double-digit long-term revenue growth driven by continued product improvements for both Pinner and advertisers, increasing focus on shopping/eCommerce, video, and international.Pinterest stock could also benefit from the company’s commitment to turning leaner and cutting costs. To that end, it announced plans of cutting 150 jobs in February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946651453,"gmtCreate":1680952726773,"gmtModify":1680952730863,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Nice game. Thanks&nbsp;","listText":"Nice game. Thanks&nbsp;","text":"Nice game. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946651453","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948902384,"gmtCreate":1680614383549,"gmtModify":1680614387043,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948902384","repostId":"1156109005","repostType":2,"repost":{"id":"1156109005","kind":"news","pubTimestamp":1680597582,"share":"https://ttm.financial/m/news/1156109005?lang=&edition=full_marsco","pubTime":"2023-04-04 16:39","market":"us","language":"en","title":"Can Alphabet Survive the AI Revolution? What GOOG Stock Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1156109005","media":"InvestorPlace","summary":"Alphabet (GOOG, GOOGL) is in a tough spot as investors speculate regarding the tech conglomerate’s f","content":"<html><head></head><body><ul><li><p><strong>Alphabet </strong>(<strong><u>GOOG</u></strong>, <strong><u>GOOGL</u></strong>) is in a tough spot as investors speculate regarding the tech conglomerate’s future in light of AI initiatives.</p></li><li><p>Investors can be reassured that Google has been incorporating AI solutions into its offerings for a considerable time, covering search, advertising, and cloud services.</p></li><li><p>As the generative AI race continues, GOOG stock remains an appealing investment choice currently priced attractively.</p></li></ul><p><strong>Alphabet </strong>(NASDAQ: <strong><u>GOOG</u></strong>, NASDAQ: <strong><u>GOOGL</u></strong>) faced an unusual setback when the stock dropped by over $100 billion following a mishap with its generative AI earlier in the year. Specifically, its Bard chatbot ad provided inaccurate information. Furthermore, analysts criticized the company’s AI search event for lacking details on responding to <strong>Microsoft’s</strong> (NASDAQ: <strong><u>MSFT</u></strong>) ChatGPT challenge in Feb.</p><p style=\"text-align: start;\">Alphabet is in a favorable position, having recently opened Bard to the U.S. and UK public. This development marks a shift from the company’s previous cautious approach. It also shows Alphabet’s efforts to catch up in deploying speculative technologies and capitalize on the momentum in generative AI.</p><p style=\"text-align: start;\">Google’s latest move complements its decade-long efforts in AI-enabled innovations. Despite concerns over market share and margin compression, Google’s current discounted stock price and the value of new opportunities generated from implementing generative AI capabilities outweigh the risks and offer potential for future growth.</p><h2 style=\"text-align: start;\">Alphabet Sees AI as an Opportunity, Not a Threat</h2><p style=\"text-align: start;\">Google’s LaMDA-based chatbot, Bard, debuted in Feb. It is now available to the public in the US and UK as an “early experiment” to gather user feedback. Improvements to Bard and its deployment and monetization are crucial for Google’s search market share and demand for its generative AI capabilities in the cloud. In addition, Google has long integrated AI-enabled solutions into its offerings, including search, advertising, and cloud.</p><p style=\"text-align: start;\">The total addressable market for cloud computing will expand with the increasing demand for generative AI workloads. Google’s introduction of Bard and LaMDA, following Microsoft’s strategy in monetizing OpenAI’s large language models, will attract additional enterprise cloud spending. This will create an incremental revenue stream for GCP and drive demand for adjacent cloud services.</p><h2 style=\"text-align: start;\">Google’s Position Is Still Safe</h2><p style=\"text-align: start;\">OpenAI’s ChatGPT gained over 100 million users in just a few months, leading Google investors to worry about the company’s moat being breached. There are concerns that generative AI could erode Google’s market leadership in the online search market. That will put its core offering at risk.</p><p style=\"text-align: start;\">However, recent data shows that Google’s market share has yet to experience any substantial impact from ChatGPT’s introduction. Additionally, the recent release of Bard and potentially other Google solutions powered by LLMs, such as LaMDA and PaLM, help alleviate concerns regarding significant market share erosion or displacement.</p><p style=\"text-align: start;\">Although generative AI queries are more expensive than traditional queries, Google’s extensive market reach has the potential to provide a scale advantage. Furthermore, GCP’s reputation in the AI/ML community is driven by Google’s in-house developed “Tensor Processing Units.”</p><p style=\"text-align: start;\">Microsoft’s Bing saw a 15% increase in page views and an 800% increase in app downloads in six weeks. However, it remains to be seen if it is a lasting trend. Much depends on whether users believe that AI can improve their search experience. As of Jan. 2023, Google remains the unchallenged leader in the search engine market. It holds a share of approximately 84.69%, while Bing and Yahoo had a market share of 8.85% and 2.59%, respectively, indicating that Google has not experienced a significant decline in its market share.</p><h2 style=\"text-align: start;\">Plenty of Firepower</h2><p style=\"text-align: start;\">Amid the AI race, it is important for investors not to overlook the sheer size and magnitude of Alphabet. In essence, it is an umbrella organization for several smaller units.</p><p style=\"text-align: start;\">In 2022, the company’s revenue streams were diverse. Over $282 billion came from Google search and other services. Network members (Adsense and AdMob) generated $32.78 billion, while $29.2 billion came from YouTube Ads and $26.28 billion from the Cloud. Finally, another $29 billion is from various other sources, such as Google Play, hardware devices, and other services.</p><p style=\"text-align: start;\">Additionally, Alphabet has a division called Other Bets, which comprises several companies working on ambitious projects. These Other Bets are essentially a gamble on the company’s capacity to leverage artificial intelligence to solve complex problems more efficiently than startups. Waymo, Google’s self-driving car company, is perhaps the biggest potential money spinner for the company.</p><p style=\"text-align: start;\">Alphabet has this privilege because of its substantial cash reserves. As of December 2022, Alphabet reported a free cash flow of $16.02 billion. Over the trailing twelve months ending in December 2022, the company’s total free cash flow was $60.01 billion.</p><h2 style=\"text-align: start;\">GOOG Stock Is Attractively Valued</h2><p style=\"text-align: start;\">Conversational AI has the potential to revolutionize the search industry by integrating platforms like Google further into users’ daily lives. However, despite this potential, the market values GOOG stock at near-historic lows.</p><p style=\"text-align: start;\">It is intriguing that prior valuations did not even account for the premium an AI-integrated Google offers potential investors. GOOG’s EV-to-EBITDA range over the past 10 years shows a minimum of 3.5, a median of 16.26, and a maximum of 21.61. The current valuation of 14.22 falls well below the median and maximum. GOOG’s PE ratio range over the past 10 years shows a similar trend, with a minimum of 8.37, a median of 27.13, and a maximum of 66.05, compared to the current ratio of 22.79.</p><p style=\"text-align: start;\">The undervaluation of GOOG stock concerns given the potential of conversational AI to revolutionize the search industry. But investors need to understand a critical fact. Google has dedicated considerable time and resources to AI development. And the recent release of Bard is a testament to the company’s continued leadership in this field. Therefore, we believe that GOOG stock is undervalued and worthy of strong examination by investors.</p><h2 style=\"text-align: start;\">Is GOOG Stock a Buy or Sell?</h2><p style=\"text-align: start;\">Microsoft may have debuted the first mass-market use of generative AI. But Google is a close competitor with deployment-ready services. This presents an opportunity for Google to establish a fresh trajectory of next-generation growth with generative AI monetization strategies. The rapid implementation of Bard will strengthen Google’s advancements in this subfield of AI, while also directing attention toward new growth opportunities.</p><p style=\"text-align: start;\">Despite the promise of generative AI, the GOOG stock is trading at a discount compared to its historical levels. This may be due to prevailing macroeconomic headwinds and investors’ failure to assess potential risks and opportunities accurately. Nevertheless, I maintain a positive outlook on the longer-term prospects of GOOG stock.</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>Can Alphabet Survive the AI Revolution? What GOOG Stock Investors Need to Know</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\">\nCan Alphabet Survive the AI Revolution? What GOOG Stock Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 16:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/04/can-alphabet-survive-the-ai-revolution-what-goog-stock-investors-need-to-know/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet (GOOG, GOOGL) is in a tough spot as investors speculate regarding the tech conglomerate’s future in light of AI initiatives.Investors can be reassured that Google has been incorporating AI ...</p>\n\n<a href=\"https://investorplace.com/2023/04/can-alphabet-survive-the-ai-revolution-what-goog-stock-investors-need-to-know/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://investorplace.com/2023/04/can-alphabet-survive-the-ai-revolution-what-goog-stock-investors-need-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156109005","content_text":"Alphabet (GOOG, GOOGL) is in a tough spot as investors speculate regarding the tech conglomerate’s future in light of AI initiatives.Investors can be reassured that Google has been incorporating AI solutions into its offerings for a considerable time, covering search, advertising, and cloud services.As the generative AI race continues, GOOG stock remains an appealing investment choice currently priced attractively.Alphabet (NASDAQ: GOOG, NASDAQ: GOOGL) faced an unusual setback when the stock dropped by over $100 billion following a mishap with its generative AI earlier in the year. Specifically, its Bard chatbot ad provided inaccurate information. Furthermore, analysts criticized the company’s AI search event for lacking details on responding to Microsoft’s (NASDAQ: MSFT) ChatGPT challenge in Feb.Alphabet is in a favorable position, having recently opened Bard to the U.S. and UK public. This development marks a shift from the company’s previous cautious approach. It also shows Alphabet’s efforts to catch up in deploying speculative technologies and capitalize on the momentum in generative AI.Google’s latest move complements its decade-long efforts in AI-enabled innovations. Despite concerns over market share and margin compression, Google’s current discounted stock price and the value of new opportunities generated from implementing generative AI capabilities outweigh the risks and offer potential for future growth.Alphabet Sees AI as an Opportunity, Not a ThreatGoogle’s LaMDA-based chatbot, Bard, debuted in Feb. It is now available to the public in the US and UK as an “early experiment” to gather user feedback. Improvements to Bard and its deployment and monetization are crucial for Google’s search market share and demand for its generative AI capabilities in the cloud. In addition, Google has long integrated AI-enabled solutions into its offerings, including search, advertising, and cloud.The total addressable market for cloud computing will expand with the increasing demand for generative AI workloads. Google’s introduction of Bard and LaMDA, following Microsoft’s strategy in monetizing OpenAI’s large language models, will attract additional enterprise cloud spending. This will create an incremental revenue stream for GCP and drive demand for adjacent cloud services.Google’s Position Is Still SafeOpenAI’s ChatGPT gained over 100 million users in just a few months, leading Google investors to worry about the company’s moat being breached. There are concerns that generative AI could erode Google’s market leadership in the online search market. That will put its core offering at risk.However, recent data shows that Google’s market share has yet to experience any substantial impact from ChatGPT’s introduction. Additionally, the recent release of Bard and potentially other Google solutions powered by LLMs, such as LaMDA and PaLM, help alleviate concerns regarding significant market share erosion or displacement.Although generative AI queries are more expensive than traditional queries, Google’s extensive market reach has the potential to provide a scale advantage. Furthermore, GCP’s reputation in the AI/ML community is driven by Google’s in-house developed “Tensor Processing Units.”Microsoft’s Bing saw a 15% increase in page views and an 800% increase in app downloads in six weeks. However, it remains to be seen if it is a lasting trend. Much depends on whether users believe that AI can improve their search experience. As of Jan. 2023, Google remains the unchallenged leader in the search engine market. It holds a share of approximately 84.69%, while Bing and Yahoo had a market share of 8.85% and 2.59%, respectively, indicating that Google has not experienced a significant decline in its market share.Plenty of FirepowerAmid the AI race, it is important for investors not to overlook the sheer size and magnitude of Alphabet. In essence, it is an umbrella organization for several smaller units.In 2022, the company’s revenue streams were diverse. Over $282 billion came from Google search and other services. Network members (Adsense and AdMob) generated $32.78 billion, while $29.2 billion came from YouTube Ads and $26.28 billion from the Cloud. Finally, another $29 billion is from various other sources, such as Google Play, hardware devices, and other services.Additionally, Alphabet has a division called Other Bets, which comprises several companies working on ambitious projects. These Other Bets are essentially a gamble on the company’s capacity to leverage artificial intelligence to solve complex problems more efficiently than startups. Waymo, Google’s self-driving car company, is perhaps the biggest potential money spinner for the company.Alphabet has this privilege because of its substantial cash reserves. As of December 2022, Alphabet reported a free cash flow of $16.02 billion. Over the trailing twelve months ending in December 2022, the company’s total free cash flow was $60.01 billion.GOOG Stock Is Attractively ValuedConversational AI has the potential to revolutionize the search industry by integrating platforms like Google further into users’ daily lives. However, despite this potential, the market values GOOG stock at near-historic lows.It is intriguing that prior valuations did not even account for the premium an AI-integrated Google offers potential investors. GOOG’s EV-to-EBITDA range over the past 10 years shows a minimum of 3.5, a median of 16.26, and a maximum of 21.61. The current valuation of 14.22 falls well below the median and maximum. GOOG’s PE ratio range over the past 10 years shows a similar trend, with a minimum of 8.37, a median of 27.13, and a maximum of 66.05, compared to the current ratio of 22.79.The undervaluation of GOOG stock concerns given the potential of conversational AI to revolutionize the search industry. But investors need to understand a critical fact. Google has dedicated considerable time and resources to AI development. And the recent release of Bard is a testament to the company’s continued leadership in this field. Therefore, we believe that GOOG stock is undervalued and worthy of strong examination by investors.Is GOOG Stock a Buy or Sell?Microsoft may have debuted the first mass-market use of generative AI. But Google is a close competitor with deployment-ready services. This presents an opportunity for Google to establish a fresh trajectory of next-generation growth with generative AI monetization strategies. The rapid implementation of Bard will strengthen Google’s advancements in this subfield of AI, while also directing attention toward new growth opportunities.Despite the promise of generative AI, the GOOG stock is trading at a discount compared to its historical levels. This may be due to prevailing macroeconomic headwinds and investors’ failure to assess potential risks and opportunities accurately. Nevertheless, I maintain a positive outlook on the longer-term prospects of GOOG stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941224444,"gmtCreate":1680308434589,"gmtModify":1680308438141,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"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/9941224444","repostId":"1139669018","repostType":2,"repost":{"id":"1139669018","kind":"news","pubTimestamp":1680254888,"share":"https://ttm.financial/m/news/1139669018?lang=&edition=full_marsco","pubTime":"2023-03-31 17:28","market":"us","language":"en","title":"Alphabet Trading At Bargain Prices?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139669018","media":"Barchart","summary":"After this year’s rally in technology stocks pushed the valuations of most megacap stocks to excessi","content":"<html><head></head><body><p>After this year’s rally in technology stocks pushed the valuations of most megacap stocks to excessive levels, shares of Alphabet (GOOGL) are an exception.  Alphabet is the only one of the five biggest technology companies by market cap priced at a discount to the Nasdaq 100 Stock Index ($IUXX) (QQQ).  In times of economic uncertainty, investors are flocking to megacap technology stocks with strong cash flows and favorable growth prospects.</p><p style=\"text-align: start;\">Shares of Alphabet are up +13% this month, nearly twice the gain of the Nasdaq 100.  This month’s rally is the largest monthly gain in Alphabet in almost two years and has added more than $140 billion of market value to the stock.  Aptus Capital Advisors said, “of the mega caps, Alphabet is the only one that has growth above 10%, that has a valuation that’s palpable, and which has the opportunity for multiple expansion.”</p><p style=\"text-align: start;\">Alphabet trades at about 17 times expected profit over the next 12 months, below the stock’s ten-year average of 20 and below the 24 times expected profit for the Nasdaq 100. Alphabet’s valuation makes it a potential bargain among megacap technology stocks.  Apple (APPL), Microsoft (MSFT), and Nvidia (NVDA) all trade at premiums to their historical averages and to the Nasdaq 100’s valuation.</p><p style=\"text-align: start;\">Last year, Alphabet sank -39% amid a pullback in spending on digital advertising and a broad selloff in technology stocks as interest rates soared after the Federal Reserve embarked on an aggressive rate-hiking campaign to combat inflation.  However, in recent months analysts have been raising their revenue estimates for Alphabet for 2023, and revenue growth is now expected to rebound to 18% from 10% in 2022.</p><p>Alphabet’s initial foray into artificial intelligence (AI) temporarily weighed on the stock last month on concerns about the competency of Bard, Alphabet’s rival to ChatGPT.  However, after granting access to the Bard chatbot, Bloomberg Intelligence said the release of Bard “could help allay fears the company is falling behind Microsoft-ChatAI’s ChatGPT in large language models.”  Also, Winslow Capital said, “the AI story has only just started, and since Alphabet trades at a discount, it is harder to say that Microsoft or Apple have the same upside potential.”</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>Alphabet Trading At Bargain Prices?</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\">\nAlphabet Trading At Bargain Prices?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 17:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/15557698/alphabet-trading-at-bargain-prices><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After this year’s rally in technology stocks pushed the valuations of most megacap stocks to excessive levels, shares of Alphabet (GOOGL) are an exception.  Alphabet is the only one of the five ...</p>\n\n<a href=\"https://www.barchart.com/story/news/15557698/alphabet-trading-at-bargain-prices\">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://www.barchart.com/story/news/15557698/alphabet-trading-at-bargain-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139669018","content_text":"After this year’s rally in technology stocks pushed the valuations of most megacap stocks to excessive levels, shares of Alphabet (GOOGL) are an exception.  Alphabet is the only one of the five biggest technology companies by market cap priced at a discount to the Nasdaq 100 Stock Index ($IUXX) (QQQ).  In times of economic uncertainty, investors are flocking to megacap technology stocks with strong cash flows and favorable growth prospects.Shares of Alphabet are up +13% this month, nearly twice the gain of the Nasdaq 100.  This month’s rally is the largest monthly gain in Alphabet in almost two years and has added more than $140 billion of market value to the stock.  Aptus Capital Advisors said, “of the mega caps, Alphabet is the only one that has growth above 10%, that has a valuation that’s palpable, and which has the opportunity for multiple expansion.”Alphabet trades at about 17 times expected profit over the next 12 months, below the stock’s ten-year average of 20 and below the 24 times expected profit for the Nasdaq 100. Alphabet’s valuation makes it a potential bargain among megacap technology stocks.  Apple (APPL), Microsoft (MSFT), and Nvidia (NVDA) all trade at premiums to their historical averages and to the Nasdaq 100’s valuation.Last year, Alphabet sank -39% amid a pullback in spending on digital advertising and a broad selloff in technology stocks as interest rates soared after the Federal Reserve embarked on an aggressive rate-hiking campaign to combat inflation.  However, in recent months analysts have been raising their revenue estimates for Alphabet for 2023, and revenue growth is now expected to rebound to 18% from 10% in 2022.Alphabet’s initial foray into artificial intelligence (AI) temporarily weighed on the stock last month on concerns about the competency of Bard, Alphabet’s rival to ChatGPT.  However, after granting access to the Bard chatbot, Bloomberg Intelligence said the release of Bard “could help allay fears the company is falling behind Microsoft-ChatAI’s ChatGPT in large language models.”  Also, Winslow Capital said, “the AI story has only just started, and since Alphabet trades at a discount, it is harder to say that Microsoft or Apple have the same upside potential.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949392325,"gmtCreate":1678346751667,"gmtModify":1678346755236,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"thanks for sharing","listText":"thanks for sharing","text":"thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949392325","repostId":"9949074377","repostType":1,"repost":{"id":9949074377,"gmtCreate":1678275702600,"gmtModify":1678275717596,"author":{"id":"3563403080322781","authorId":"3563403080322781","name":"REIT_TIREMENT","avatar":"https://community-static.tradeup.com/news/381ca0896f0eb590f2877daa435bff15","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563403080322781","authorIdStr":"3563403080322781"},"themes":[],"title":"Data Centre Focused REITs Comparison @ 5 March 2023","htmlText":"<a href=\"https://ttm.financial/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a> <a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a> <a href=\"https://ttm.financial/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> Below is the comparison for data center-focused REITs based on the latest result, extracted from&nbsp;SREITs Data&nbsp;page: Image generated from&nbsp;Playground AI Fundamental Basic &amp; Key Statistics: Winner: Tie between Digital Core REIT &amp; Mapletree Industrial Trust Related Parties Shareholding: Winner: Digital Core REIT Lease Profile: Winner: Mapletree Industrial Trust Debt Profile: Winner: Tie between Digital Core REIT &amp; Keppel DC REIT Diversification Profile: Winner: Mapletree Industrial Trust Key Financial Metrics: Winner: Keppel DC REIT Growth T","listText":"<a href=\"https://ttm.financial/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a> <a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a> <a href=\"https://ttm.financial/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> Below is the comparison for data center-focused REITs based on the latest result, extracted from&nbsp;SREITs Data&nbsp;page: Image generated from&nbsp;Playground AI Fundamental Basic &amp; Key Statistics: Winner: Tie between Digital Core REIT &amp; Mapletree Industrial Trust Related Parties Shareholding: Winner: Digital Core REIT Lease Profile: Winner: Mapletree Industrial Trust Debt Profile: Winner: Tie between Digital Core REIT &amp; Keppel DC REIT Diversification Profile: Winner: Mapletree Industrial Trust Key Financial Metrics: Winner: Keppel DC REIT Growth T","text":"$DigiCore Reit USD(DCRU.SI)$ $KEPPEL DC REIT(AJBU.SI)$ $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ Below is the comparison for data center-focused REITs based on the latest result, extracted from SREITs Data page: Image generated from Playground AI Fundamental Basic & Key Statistics: Winner: Tie between Digital Core REIT & Mapletree Industrial Trust Related Parties Shareholding: Winner: Digital Core REIT Lease Profile: Winner: Mapletree Industrial Trust Debt Profile: Winner: Tie between Digital Core REIT & Keppel DC REIT Diversification Profile: Winner: Mapletree Industrial Trust Key Financial Metrics: Winner: Keppel DC REIT Growth T","images":[{"img":"https://community-static.tradeup.com/news/964b9f960a7701efe55869d365a58339","width":"512","height":"512"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949074377","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949011260,"gmtCreate":1678235123950,"gmtModify":1678235128220,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Good news finally&nbsp;","listText":"Good news finally&nbsp;","text":"Good news finally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949011260","repostId":"2317449654","repostType":2,"repost":{"id":"2317449654","kind":"highlight","pubTimestamp":1678225869,"share":"https://ttm.financial/m/news/2317449654?lang=&edition=full_marsco","pubTime":"2023-03-08 05:51","market":"us","language":"en","title":"Sea Limited Turned on the Money Printer: Time to Buy the Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2317449654","media":"Zacks","summary":"Sea Limited SE, a diversified technology company focused on the Southeast Asian economy reported ver","content":"<html><body><p><span><span>Sea Limited </span></span>SE<span><span>, a diversified technology company focused on the Southeast Asian economy reported very positive earnings results Tuesday morning. SE’s businesses include an e-commerce division, online gaming, and digital financial services.</span></span></p>\n<p><span><span>SE beat analysts’ expectations for both sales and earnings and proved it can turn a profit. The stock has broken out above the critical $70 level. Will the rally continue?</span></span></p>\n<p><img src=\"https://s.yimg.com/uu/api/res/1.2/iHeg8RaiODXymqcDXxgW_g--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/e31fea1539de6c5098b23c9dd986db0a\"/><br/><span>Image Source: TradingView</span><br/></p>\n<p><span><span><strong>From Darling to Dog</strong></span></span></p>\n<p><span><span>During the post pandemic boom Sea Limited became one of Wall Street’s favorite stocks. Between March 2020 and October 2021 SE stock went up nearly 10x, as its high gross margin, diversified businesses, in the rapidly growing SE Asian market tantalized investors.</span></span></p>\n<p><span><span>SE was one of these growth stocks that ran at an earnings loss, and in hindsight was trading at absurdly high valuations. Reality hit investors like a ton of bricks though, and from high to low the stock corrected a brutal -90%.</span></span></p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/g3UZAt_MX0SDVndG2XfKJA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/9b9bd1b2298d035bca98c92a4f855a24\"/><br/><span>Image Source: TradingView</span><br/></p>\n<p><span><span><strong>Earnings Summary</strong></span></span></p>\n<p><span><span>It seems SE is turning things around, and this earnings report demonstrates management has shifted priorities to start showing a profit. Sales were expected at $3.1 billion but came in at $3.5 billion, which was a 7% YoY increase. Earnings were projected to be a -$0.55 loss per share, but surprised massively and came in at $1.01 earnings per share.</span></span></p>\n<p><span><span>The shift to positive earnings is extremely impressive, and marks a turning point for SE. This transition to profitability is a trend that is taking over across many technology and growth companies that have sacrificed profit for growth. But with the new economic environment of higher interest rates, businesses no longer have the luxury of sacrificing earnings for growth.</span></span></p>\n<p><span><span>SE’s digital entertainment business did quite poorly in the quarter, with sales declining -33% YoY to $949 million, and cut quarterly active users from 568 million to 486 million. But the other segments more than made up for the losses.</span></span></p>\n<p><span><span>E-commerce and other services revenue increased 51% YoY to $2.3 billion in the quarter, and digital financial services grew 93% YoY to $380 million.</span></span></p>\n<p><span><span><strong>Outlook</strong></span></span></p>\n<p><span><span>Sea Limited currently sports a Zacks Rank #2 (Buy), indicating an upward trend in earnings revisions. SE did not provide guidance, but if you project the Q4 earnings a year out, SE is trading at about 23x EBITA. This is a reasonable valuation and a far cry from 25x sales, where the company was trading two years ago.</span></span></p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>Sea Limited Sponsored ADR (SE) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","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 Turned on the Money Printer: Time to Buy the Stock?</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 Turned on the Money Printer: Time to Buy the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-08 05:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/sea-limited-turned-money-printer-215109121.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea Limited SE, a diversified technology company focused on the Southeast Asian economy reported very positive earnings results Tuesday morning. SE’s businesses include an e-commerce division, online ...</p>\n\n<a href=\"https://finance.yahoo.com/news/sea-limited-turned-money-printer-215109121.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/AOe5OpCiGk0NR_qifstycw--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/3f9385ce727fd358d3f4a77b83b94d75","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/sea-limited-turned-money-printer-215109121.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2317449654","content_text":"Sea Limited SE, a diversified technology company focused on the Southeast Asian economy reported very positive earnings results Tuesday morning. SE’s businesses include an e-commerce division, online gaming, and digital financial services.\nSE beat analysts’ expectations for both sales and earnings and proved it can turn a profit. The stock has broken out above the critical $70 level. Will the rally continue?\nImage Source: TradingView\nFrom Darling to Dog\nDuring the post pandemic boom Sea Limited became one of Wall Street’s favorite stocks. Between March 2020 and October 2021 SE stock went up nearly 10x, as its high gross margin, diversified businesses, in the rapidly growing SE Asian market tantalized investors.\nSE was one of these growth stocks that ran at an earnings loss, and in hindsight was trading at absurdly high valuations. Reality hit investors like a ton of bricks though, and from high to low the stock corrected a brutal -90%.\nImage Source: TradingView\nEarnings Summary\nIt seems SE is turning things around, and this earnings report demonstrates management has shifted priorities to start showing a profit. Sales were expected at $3.1 billion but came in at $3.5 billion, which was a 7% YoY increase. Earnings were projected to be a -$0.55 loss per share, but surprised massively and came in at $1.01 earnings per share.\nThe shift to positive earnings is extremely impressive, and marks a turning point for SE. This transition to profitability is a trend that is taking over across many technology and growth companies that have sacrificed profit for growth. But with the new economic environment of higher interest rates, businesses no longer have the luxury of sacrificing earnings for growth.\nSE’s digital entertainment business did quite poorly in the quarter, with sales declining -33% YoY to $949 million, and cut quarterly active users from 568 million to 486 million. But the other segments more than made up for the losses.\nE-commerce and other services revenue increased 51% YoY to $2.3 billion in the quarter, and digital financial services grew 93% YoY to $380 million.\nOutlook\nSea Limited currently sports a Zacks Rank #2 (Buy), indicating an upward trend in earnings revisions. SE did not provide guidance, but if you project the Q4 earnings a year out, SE is trading at about 23x EBITA. This is a reasonable valuation and a far cry from 25x sales, where the company was trading two years ago.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nSea Limited Sponsored ADR (SE) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940473532,"gmtCreate":1678148280427,"gmtModify":1678148283746,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940473532","repostId":"2317148517","repostType":4,"repost":{"id":"2317148517","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":1678144370,"share":"https://ttm.financial/m/news/2317148517?lang=&edition=full_marsco","pubTime":"2023-03-07 07:12","market":"us","language":"en","title":"Rivian Plans to Sell $1.3 Bln in Green Bonds to Shore up Capital","url":"https://stock-news.laohu8.com/highlight/detail?id=2317148517","media":"Reuters","summary":"SAN FRANCISCO, March 6 (Reuters) - Rivian Automotive plans to sell green bonds worth $1.3 billion, i","content":"<html><head></head><body><p>SAN FRANCISCO, March 6 (Reuters) - Rivian Automotive plans to sell green bonds worth $1.3 billion, it said on Monday, as weakening demand and lofty costs tighten a cash crunch around electrical vehicle makers.</p><p>Initial investors will get an option to buy an additional $200 million of the bonds for settlement 13 days after the bonds are issued, Rivian said in a statement.</p><p>Rivian shares dropped 7.8% in extended trading.</p><p><img src=\"https://static.tigerbbs.com/3a2186dee2cdf3ccd9315400b0d05b66\" tg-width=\"854\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></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>Rivian Plans to Sell $1.3 Bln in Green Bonds to Shore up Capital</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian Plans to Sell $1.3 Bln in Green Bonds to Shore up Capital\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\">2023-03-07 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SAN FRANCISCO, March 6 (Reuters) - Rivian Automotive plans to sell green bonds worth $1.3 billion, it said on Monday, as weakening demand and lofty costs tighten a cash crunch around electrical vehicle makers.</p><p>Initial investors will get an option to buy an additional $200 million of the bonds for settlement 13 days after the bonds are issued, Rivian said in a statement.</p><p>Rivian shares dropped 7.8% in extended trading.</p><p><img src=\"https://static.tigerbbs.com/3a2186dee2cdf3ccd9315400b0d05b66\" tg-width=\"854\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4588":"碎股","RIVN":"Rivian Automotive, Inc.","BK4585":"ETF&股票定投概念","BK4555":"新能源车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317148517","content_text":"SAN FRANCISCO, March 6 (Reuters) - Rivian Automotive plans to sell green bonds worth $1.3 billion, it said on Monday, as weakening demand and lofty costs tighten a cash crunch around electrical vehicle makers.Initial investors will get an option to buy an additional $200 million of the bonds for settlement 13 days after the bonds are issued, Rivian said in a statement.Rivian shares dropped 7.8% in extended trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940172092,"gmtCreate":1677774279317,"gmtModify":1677774282736,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"THanks for sharing&nbsp;","listText":"THanks for sharing&nbsp;","text":"THanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940172092","repostId":"9940946738","repostType":1,"repost":{"id":9940946738,"gmtCreate":1677667336325,"gmtModify":1677988432642,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"🎁Top Ex_dividend Stocks Next Week: BLK, HD, FDX, KMB, CHK, ADP…","htmlText":"Hi Tigers,💰Don't miss the last chance to buy the&nbsp;18&nbsp;top ex_dividend stocks next week💰Welcome tigers to&nbsp;reply&nbsp;on&nbsp;stock you are interested&nbsp;in&nbsp;and&nbsp;add&nbsp;your&nbsp;personal&nbsp;understandings&nbsp;of&nbsp;its&nbsp;business&nbsp;or&nbsp;earnings.&nbsp; Quality&nbsp;comments&nbsp;will&nbsp;be&nbsp;rewarded.&nbsp; Thanks!The following companies going to ex-dividends on&nbsp;6 Mar--10&nbsp;March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","listText":"Hi Tigers,💰Don't miss the last chance to buy the&nbsp;18&nbsp;top ex_dividend stocks next week💰Welcome tigers to&nbsp;reply&nbsp;on&nbsp;stock you are interested&nbsp;in&nbsp;and&nbsp;add&nbsp;your&nbsp;personal&nbsp;understandings&nbsp;of&nbsp;its&nbsp;business&nbsp;or&nbsp;earnings.&nbsp; Quality&nbsp;comments&nbsp;will&nbsp;be&nbsp;rewarded.&nbsp; Thanks!The following companies going to ex-dividends on&nbsp;6 Mar--10&nbsp;March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","text":"Hi Tigers,💰Don't miss the last chance to buy the 18 top ex_dividend stocks next week💰Welcome tigers to reply on stock you are interested in and add your personal understandings of its business or earnings. Quality comments will be rewarded. Thanks!The following companies going to ex-dividends on 6 Mar--10 March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","images":[{"img":"https://community-static.tradeup.com/news/0ba2b791d3cc615041fb018a0a97c798","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940946738","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940176719,"gmtCreate":1677774219031,"gmtModify":1677774222587,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940176719","repostId":"9940946738","repostType":1,"repost":{"id":9940946738,"gmtCreate":1677667336325,"gmtModify":1677988432642,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"🎁Top Ex_dividend Stocks Next Week: BLK, HD, FDX, KMB, CHK, ADP…","htmlText":"Hi Tigers,💰Don't miss the last chance to buy the&nbsp;18&nbsp;top ex_dividend stocks next week💰Welcome tigers to&nbsp;reply&nbsp;on&nbsp;stock you are interested&nbsp;in&nbsp;and&nbsp;add&nbsp;your&nbsp;personal&nbsp;understandings&nbsp;of&nbsp;its&nbsp;business&nbsp;or&nbsp;earnings.&nbsp; Quality&nbsp;comments&nbsp;will&nbsp;be&nbsp;rewarded.&nbsp; Thanks!The following companies going to ex-dividends on&nbsp;6 Mar--10&nbsp;March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","listText":"Hi Tigers,💰Don't miss the last chance to buy the&nbsp;18&nbsp;top ex_dividend stocks next week💰Welcome tigers to&nbsp;reply&nbsp;on&nbsp;stock you are interested&nbsp;in&nbsp;and&nbsp;add&nbsp;your&nbsp;personal&nbsp;understandings&nbsp;of&nbsp;its&nbsp;business&nbsp;or&nbsp;earnings.&nbsp; Quality&nbsp;comments&nbsp;will&nbsp;be&nbsp;rewarded.&nbsp; Thanks!The following companies going to ex-dividends on&nbsp;6 Mar--10&nbsp;March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","text":"Hi Tigers,💰Don't miss the last chance to buy the 18 top ex_dividend stocks next week💰Welcome tigers to reply on stock you are interested in and add your personal understandings of its business or earnings. Quality comments will be rewarded. Thanks!The following companies going to ex-dividends on 6 Mar--10 March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","images":[{"img":"https://community-static.tradeup.com/news/0ba2b791d3cc615041fb018a0a97c798","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940946738","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9929993349,"gmtCreate":1670578753381,"gmtModify":1676538397865,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9929993349","repostId":"2289636412","repostType":4,"repost":{"id":"2289636412","kind":"highlight","pubTimestamp":1670599924,"share":"https://ttm.financial/m/news/2289636412?lang=&edition=full_marsco","pubTime":"2022-12-09 23:32","market":"us","language":"en","title":"2 Sensational Growth Stocks Set to Surge 92% to 111% According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2289636412","media":"Motley Fool","summary":"These stocks are beaten down, but could rebound big-time if analysts are right.","content":"<html><head></head><body><p>It&#39;s well documented that the best way to generate wealth over the long term is investing in the best stocks you can find and holding for years or even decades. That said, investing isn&#39;t necessarily for the faint of heart -- and 2022 has been a great example of that simple truth. Over the preceding 12 months, the <b>Nasdaq Composite</b> has been battered, down 29% from its high reached late last year, falling victim to the latest bear market.</p><p>That said, seasoned investors are well aware that with this economic cloud comes a silver lining: Historically speaking, good and bad stocks alike fall in tandem during a downturn. What results are some of the most compelling opportunities that many will see in their lifetimes, at least for investors with the resources and fortitude to ride out the gut-wrenching volatility.</p><p>In fact, Wall Street is surprisingly optimistic about the prospects of a couple of former high-flying growth stocks. Here are two contenders set to soar 92% to 111% over the coming 12 months, according to Wall Street.</p><h2>A guard dog for your critical systems</h2><p>The digital transformation continues to gain steam, with more businesses adopting cloud computing than ever before. The strategic importance of keeping customer-facing systems up and running can&#39;t be overstated. Simply put, if customers can&#39;t reach you, they can&#39;t spend money. That&#39;s where <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> comes in. The company provides a single dashboard that monitors a variety of systems, notifying developers of a problem before it reaches critical mass. The system also provides early warning by detecting anomalies that could result in future problems.</p><p>The stock has tumbled 62% over the past year, but a quick check of the financial results shows a business that continues to prosper. In the third quarter, Datadog generated revenue that grew 61% year over year. At the same time, its adjusted earnings per share (EPS) surged 77%. The company also boasts both operating and free cash flow, which will sustain it during the ongoing downturn. Furthermore, Datadog&#39;s most valuable customers -- those that spend $100,000 in annual recurring revenue (ARR) climbed 44%, a sign of strength going forward.</p><p>I&#39;d be remiss if I didn&#39;t point out Datadog&#39;s large and growing opportunity. The company generated revenue of $1 billion last year, which pales in comparison to its total addressable market (TAM) that management estimates will hit $62 billion by 2026.</p><p>Of the 31 analysts who cover Datadog, 26 rate the stock as a buy or strong buy -- and not one recommends selling. Most of Wall Street&#39;s finest are pretty upbeat on the company, which has a consensus 12-month price target that&#39;s 58% higher than today&#39;s stock price.</p><p>However, <b>Bank of America</b> analyst Koji Ikeda is much more optimistic than his Wall Street peers, assigning a price target of $135 and a buy rating on the shares. He cites the company&#39;s &#34;best-in-breed portfolio of 15 products,&#34; as the reason for his enthusiasm. If his research is on the mark, the stock could surge 111% by this time next year, enriching shareholders along the way.</p><h2>There&#39;s always a need for cybersecurity</h2><p>In times of economic turmoil, sometimes all its takes is a quick check under the hood to determine if a company is in trouble or if it&#39;s merely suffering from a falling stock price. In fact, even during a downturn there are certain services that are indispensable, no matter how bad things get. One such area is that of cybersecurity. Most business managers are reluctant to try to save a few bucks and suffer the risk of hacks, system intrusions, and high-profile data breaches.</p><p>That&#39;s where <b>CrowdStrike</b> comes in. The company&#39;s next-generation endpoint security business has a simple mission: &#34;To protect our customers from breaches.&#34; CrowdStrike is well positioned to benefit from the ongoing threat, but the stock has fallen 51% from last year&#39;s high, which belies the company&#39;s impressive growth.</p><p>For its fiscal 2023 third quarter (ended Oct. 31), CrowdStrike&#39;s revenue climbed 53% year over year, fueled by subscription revenue that also grew 53%. This helped push its ARR up 54%, which illustrates the company&#39;s ongoing potential. At the same time, CrowdStrike&#39;s adjusted EPS of $0.40 surged 135%. CrowdStrike also boasts strong cash flow from operations and free cash flow, which will contribute to the durability of its business when times are tough.</p><p>Equally as exciting is the company&#39;s quickly growing TAM, which management expects to top $158 billion by 2026. Viewed in the context of its full-year fiscal 2022 revenue of $1.45 billion, the company has a long runway ahead.</p><p>Of the 38 analysts who cover CrowdStrike, 37 rate the stock as a buy or strong buy -- and not a single one recommends selling. Most analysts are pretty bullish on the company, which boasts a consensus 12-month price target that&#39;s 55% higher than its current price.</p><p>One analyst believes his Wall Street peers are underestimating CrowdStrike. Evercore ISI analyst Peter Levine has a $250 price target and an outperform (buy) rating on the shares. He cites the company&#39;s &#34;hyper-growth profile coupled with profitability&#34; as well as its &#34;best-in-class&#34; cash flow margins. If his analysis is correct, CrowdStrike stock could surge 111% over the coming 12 months.</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 Sensational Growth Stocks Set to Surge 92% to 111% According to Wall Street</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 Sensational Growth Stocks Set to Surge 92% to 111% According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/08/2-sensational-growth-stocks-set-to-surge-92-to-111/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's well documented that the best way to generate wealth over the long term is investing in the best stocks you can find and holding for years or even decades. That said, investing isn't necessarily ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/08/2-sensational-growth-stocks-set-to-surge-92-to-111/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDOG":"Datadog","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2022/12/08/2-sensational-growth-stocks-set-to-surge-92-to-111/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289636412","content_text":"It's well documented that the best way to generate wealth over the long term is investing in the best stocks you can find and holding for years or even decades. That said, investing isn't necessarily for the faint of heart -- and 2022 has been a great example of that simple truth. Over the preceding 12 months, the Nasdaq Composite has been battered, down 29% from its high reached late last year, falling victim to the latest bear market.That said, seasoned investors are well aware that with this economic cloud comes a silver lining: Historically speaking, good and bad stocks alike fall in tandem during a downturn. What results are some of the most compelling opportunities that many will see in their lifetimes, at least for investors with the resources and fortitude to ride out the gut-wrenching volatility.In fact, Wall Street is surprisingly optimistic about the prospects of a couple of former high-flying growth stocks. Here are two contenders set to soar 92% to 111% over the coming 12 months, according to Wall Street.A guard dog for your critical systemsThe digital transformation continues to gain steam, with more businesses adopting cloud computing than ever before. The strategic importance of keeping customer-facing systems up and running can't be overstated. Simply put, if customers can't reach you, they can't spend money. That's where Datadog comes in. The company provides a single dashboard that monitors a variety of systems, notifying developers of a problem before it reaches critical mass. The system also provides early warning by detecting anomalies that could result in future problems.The stock has tumbled 62% over the past year, but a quick check of the financial results shows a business that continues to prosper. In the third quarter, Datadog generated revenue that grew 61% year over year. At the same time, its adjusted earnings per share (EPS) surged 77%. The company also boasts both operating and free cash flow, which will sustain it during the ongoing downturn. Furthermore, Datadog's most valuable customers -- those that spend $100,000 in annual recurring revenue (ARR) climbed 44%, a sign of strength going forward.I'd be remiss if I didn't point out Datadog's large and growing opportunity. The company generated revenue of $1 billion last year, which pales in comparison to its total addressable market (TAM) that management estimates will hit $62 billion by 2026.Of the 31 analysts who cover Datadog, 26 rate the stock as a buy or strong buy -- and not one recommends selling. Most of Wall Street's finest are pretty upbeat on the company, which has a consensus 12-month price target that's 58% higher than today's stock price.However, Bank of America analyst Koji Ikeda is much more optimistic than his Wall Street peers, assigning a price target of $135 and a buy rating on the shares. He cites the company's \"best-in-breed portfolio of 15 products,\" as the reason for his enthusiasm. If his research is on the mark, the stock could surge 111% by this time next year, enriching shareholders along the way.There's always a need for cybersecurityIn times of economic turmoil, sometimes all its takes is a quick check under the hood to determine if a company is in trouble or if it's merely suffering from a falling stock price. In fact, even during a downturn there are certain services that are indispensable, no matter how bad things get. One such area is that of cybersecurity. Most business managers are reluctant to try to save a few bucks and suffer the risk of hacks, system intrusions, and high-profile data breaches.That's where CrowdStrike comes in. The company's next-generation endpoint security business has a simple mission: \"To protect our customers from breaches.\" CrowdStrike is well positioned to benefit from the ongoing threat, but the stock has fallen 51% from last year's high, which belies the company's impressive growth.For its fiscal 2023 third quarter (ended Oct. 31), CrowdStrike's revenue climbed 53% year over year, fueled by subscription revenue that also grew 53%. This helped push its ARR up 54%, which illustrates the company's ongoing potential. At the same time, CrowdStrike's adjusted EPS of $0.40 surged 135%. CrowdStrike also boasts strong cash flow from operations and free cash flow, which will contribute to the durability of its business when times are tough.Equally as exciting is the company's quickly growing TAM, which management expects to top $158 billion by 2026. Viewed in the context of its full-year fiscal 2022 revenue of $1.45 billion, the company has a long runway ahead.Of the 38 analysts who cover CrowdStrike, 37 rate the stock as a buy or strong buy -- and not a single one recommends selling. Most analysts are pretty bullish on the company, which boasts a consensus 12-month price target that's 55% higher than its current price.One analyst believes his Wall Street peers are underestimating CrowdStrike. Evercore ISI analyst Peter Levine has a $250 price target and an outperform (buy) rating on the shares. He cites the company's \"hyper-growth profile coupled with profitability\" as well as its \"best-in-class\" cash flow margins. If his analysis is correct, CrowdStrike stock could surge 111% over the coming 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952084178,"gmtCreate":1674264045794,"gmtModify":1676538934217,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952084178","repostId":"2305965486","repostType":4,"repost":{"id":"2305965486","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":1674256232,"share":"https://ttm.financial/m/news/2305965486?lang=&edition=full_marsco","pubTime":"2023-01-21 07:10","market":"us","language":"en","title":"US STOCKS-Wall Street Rallies to End Higher on Alphabet, Netflix Lift","url":"https://stock-news.laohu8.com/highlight/detail?id=2305965486","media":"Reuters","summary":"(Reuters) - U.S. stocks rallied to close higher on Friday, as the S&P 500 and Dow snapped a three-se","content":"<html><head></head><body><p>(Reuters) - U.S. stocks rallied to close higher on Friday, as the S&amp;P 500 and Dow snapped a three-session losing streak and the Nasdaq rose more than 2%, as quarterly earnings helped lift Netflix, while Google parent Alphabet climbed after announcing job cuts.</p><p>Shares of Netflix Inc jumped 8.46% as the streaming company added more subscribers than expected in the fourth quarter and said co-founder Reed Hastings was stepping down as chief executive.</p><p>Netflix&#39;s quarterly report comes as the technology and other growth-related sectors face hurdles due to the rising interest rate path of the U.S. Federal Reserve and recession worries that have led companies such as Microsoft Corp and Amazon.com Inc to lay off thousands of employees.</p><p>Alphabet Inc was the most recent company to announce job cuts as it said it was cutting 12,000 jobs, sending shares 5.34% higher.</p><p>The gains sent the communication services index up 3.96% as the top performer among the 11 major S&amp;P 500 sectors, notching its biggest daily percentage gain since Nov. 30.</p><p>High-growth sectors such as communication services were among the worst performing in 2022 and were notably weaker in the last few months of the year as investors gravitated towards stocks with high dividend yields.</p><p>&#34;Today’s action is probably because we had three down days so it got into a little bit of an oversold position and they are just doing a little bit of bargain hunting today,&#34; said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.</p><p>&#34;If people are viewing an opportunity, if they are getting more comfortable with the Fed’s narrative... investors are starting to buy into that narrative and saying &#39;OK that is the way it is, let’s look at the stocks that got really beaten up&#39; because the market is a discounting mechanism.&#34;</p><p>The Dow Jones Industrial Average rose 330.93 points, or 1%, to 33,375.49, the S&amp;P 500 gained 73.76 points, or 1.89%, to 3,972.61 and the Nasdaq Composite added 288.17 points, or 2.66%, to 11,140.43.</p><p>For the week, the Dow lost 2.7%, the S&amp;P 500 shed 0.66% and the Nasdaq gained 0.55%.</p><p>Comments from Federal Reserve officials have largely said they expect interest rates to climb to at least 5% this year as the central bank continues to try and tamp down high inflation. On Friday, Fed Governor Christopher Waller said the central bank may be &#34;pretty close&#34; to a point where rates are &#34;sufficiently restrictive&#34; to cool inflation, which gave an additional boost to equities.</p><p>The Fed is largely expected to raise rates by 25 basis points (bps) at its Feb. 1 policy announcement.</p><p>Still, concerns about corporate earnings persist as the U.S. economy shows signs of a slowdown and a possible recession.</p><p>Analysts now expect year-over-year earnings from S&amp;P 500 companies to decline 2.9% for the fourth quarter, according to Refinitiv data, compared with a 1.6% decline in the beginning of the year.</p><p>Gains on the Dow were curbed, however, by a 2.54% fall in shares of Goldman Sachs Group Inc after the Wall Street Journal reported the Fed was probing the company&#39;s consumer business.</p><p>Volume on U.S. exchanges was 11.90 billion shares, compared with the 10.87 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.55-to-1 ratio; on Nasdaq, a 2.63-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted one new 52-week high and four new lows; the Nasdaq Composite recorded 77 new highs and 20 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Rallies to End Higher on Alphabet, Netflix Lift</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Rallies to End Higher on Alphabet, Netflix Lift\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\">2023-01-21 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - U.S. stocks rallied to close higher on Friday, as the S&amp;P 500 and Dow snapped a three-session losing streak and the Nasdaq rose more than 2%, as quarterly earnings helped lift Netflix, while Google parent Alphabet climbed after announcing job cuts.</p><p>Shares of Netflix Inc jumped 8.46% as the streaming company added more subscribers than expected in the fourth quarter and said co-founder Reed Hastings was stepping down as chief executive.</p><p>Netflix&#39;s quarterly report comes as the technology and other growth-related sectors face hurdles due to the rising interest rate path of the U.S. Federal Reserve and recession worries that have led companies such as Microsoft Corp and Amazon.com Inc to lay off thousands of employees.</p><p>Alphabet Inc was the most recent company to announce job cuts as it said it was cutting 12,000 jobs, sending shares 5.34% higher.</p><p>The gains sent the communication services index up 3.96% as the top performer among the 11 major S&amp;P 500 sectors, notching its biggest daily percentage gain since Nov. 30.</p><p>High-growth sectors such as communication services were among the worst performing in 2022 and were notably weaker in the last few months of the year as investors gravitated towards stocks with high dividend yields.</p><p>&#34;Today’s action is probably because we had three down days so it got into a little bit of an oversold position and they are just doing a little bit of bargain hunting today,&#34; said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.</p><p>&#34;If people are viewing an opportunity, if they are getting more comfortable with the Fed’s narrative... investors are starting to buy into that narrative and saying &#39;OK that is the way it is, let’s look at the stocks that got really beaten up&#39; because the market is a discounting mechanism.&#34;</p><p>The Dow Jones Industrial Average rose 330.93 points, or 1%, to 33,375.49, the S&amp;P 500 gained 73.76 points, or 1.89%, to 3,972.61 and the Nasdaq Composite added 288.17 points, or 2.66%, to 11,140.43.</p><p>For the week, the Dow lost 2.7%, the S&amp;P 500 shed 0.66% and the Nasdaq gained 0.55%.</p><p>Comments from Federal Reserve officials have largely said they expect interest rates to climb to at least 5% this year as the central bank continues to try and tamp down high inflation. On Friday, Fed Governor Christopher Waller said the central bank may be &#34;pretty close&#34; to a point where rates are &#34;sufficiently restrictive&#34; to cool inflation, which gave an additional boost to equities.</p><p>The Fed is largely expected to raise rates by 25 basis points (bps) at its Feb. 1 policy announcement.</p><p>Still, concerns about corporate earnings persist as the U.S. economy shows signs of a slowdown and a possible recession.</p><p>Analysts now expect year-over-year earnings from S&amp;P 500 companies to decline 2.9% for the fourth quarter, according to Refinitiv data, compared with a 1.6% decline in the beginning of the year.</p><p>Gains on the Dow were curbed, however, by a 2.54% fall in shares of Goldman Sachs Group Inc after the Wall Street Journal reported the Fed was probing the company&#39;s consumer business.</p><p>Volume on U.S. exchanges was 11.90 billion shares, compared with the 10.87 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.55-to-1 ratio; on Nasdaq, a 2.63-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted one new 52-week high and four new lows; the Nasdaq Composite recorded 77 new highs and 20 new lows.</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":"2305965486","content_text":"(Reuters) - U.S. stocks rallied to close higher on Friday, as the S&P 500 and Dow snapped a three-session losing streak and the Nasdaq rose more than 2%, as quarterly earnings helped lift Netflix, while Google parent Alphabet climbed after announcing job cuts.Shares of Netflix Inc jumped 8.46% as the streaming company added more subscribers than expected in the fourth quarter and said co-founder Reed Hastings was stepping down as chief executive.Netflix's quarterly report comes as the technology and other growth-related sectors face hurdles due to the rising interest rate path of the U.S. Federal Reserve and recession worries that have led companies such as Microsoft Corp and Amazon.com Inc to lay off thousands of employees.Alphabet Inc was the most recent company to announce job cuts as it said it was cutting 12,000 jobs, sending shares 5.34% higher.The gains sent the communication services index up 3.96% as the top performer among the 11 major S&P 500 sectors, notching its biggest daily percentage gain since Nov. 30.High-growth sectors such as communication services were among the worst performing in 2022 and were notably weaker in the last few months of the year as investors gravitated towards stocks with high dividend yields.\"Today’s action is probably because we had three down days so it got into a little bit of an oversold position and they are just doing a little bit of bargain hunting today,\" said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.\"If people are viewing an opportunity, if they are getting more comfortable with the Fed’s narrative... investors are starting to buy into that narrative and saying 'OK that is the way it is, let’s look at the stocks that got really beaten up' because the market is a discounting mechanism.\"The Dow Jones Industrial Average rose 330.93 points, or 1%, to 33,375.49, the S&P 500 gained 73.76 points, or 1.89%, to 3,972.61 and the Nasdaq Composite added 288.17 points, or 2.66%, to 11,140.43.For the week, the Dow lost 2.7%, the S&P 500 shed 0.66% and the Nasdaq gained 0.55%.Comments from Federal Reserve officials have largely said they expect interest rates to climb to at least 5% this year as the central bank continues to try and tamp down high inflation. On Friday, Fed Governor Christopher Waller said the central bank may be \"pretty close\" to a point where rates are \"sufficiently restrictive\" to cool inflation, which gave an additional boost to equities.The Fed is largely expected to raise rates by 25 basis points (bps) at its Feb. 1 policy announcement.Still, concerns about corporate earnings persist as the U.S. economy shows signs of a slowdown and a possible recession.Analysts now expect year-over-year earnings from S&P 500 companies to decline 2.9% for the fourth quarter, according to Refinitiv data, compared with a 1.6% decline in the beginning of the year.Gains on the Dow were curbed, however, by a 2.54% fall in shares of Goldman Sachs Group Inc after the Wall Street Journal reported the Fed was probing the company's consumer business.Volume on U.S. exchanges was 11.90 billion shares, compared with the 10.87 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 3.55-to-1 ratio; on Nasdaq, a 2.63-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and four new lows; the Nasdaq Composite recorded 77 new highs and 20 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983258194,"gmtCreate":1666257026118,"gmtModify":1676537731347,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9983258194","repostId":"1111819580","repostType":4,"repost":{"id":"1111819580","kind":"news","pubTimestamp":1666254743,"share":"https://ttm.financial/m/news/1111819580?lang=&edition=full_marsco","pubTime":"2022-10-20 16:32","market":"us","language":"en","title":"Alibaba: It Could Get Worse","url":"https://stock-news.laohu8.com/highlight/detail?id=1111819580","media":"Seeking Alpha","summary":"SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.A","content":"<html><head></head><body><h2>Summary</h2><ul><li>Short interest in Alibaba spiked by over 7% sequentially and it&#39;s up nearly 50% since April.</li><li>Alibaba&#39;s prospects appear to be deteriorating almost every other week which is probably why it&#39;s quickly becoming popular in shorting circles.</li><li>The stock seems set to fall further and investors may want to avoid trying to catch falling knives.</li></ul><p><img src=\"https://static.tigerbbs.com/99fd8bfbb6e746ad97e8ae396d55f7fb\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Alibaba’s (NYSE:BABA) shares are down 35% year to date but the downturn may not be over yet. Latest data reveals that short interest in the stock has spiked 7% in the last reporting cycle. This rapid short build up suggeststhat market participants might perceive the stock to be overvalued at current levels and likely anticipate it to fall further in the coming days and weeks. This should encourage Alibaba investors to reassess their investment thesis and avoid trying to catch falling knives. Let’s take a closer look at it all.</p><h2><b>Elevated Shorting Activity</b></h2><p>Let me start by saying that short interest is basically the total number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants are actively placing short bets against a given stock with the anticipation that it would quickly decline in value in the foreseeable future. Conversely, a sharp decline in the metric indicates that short-side traders are closing their short positions as they perceive the stock to be fairly-valued, with limited downside potential. So, the short interest metric is a handy tool to gauge the Street’s ever-evolving sentiment pertaining to any given stock.</p><p>As far as Alibaba is concerned, its short interest amounted to 59 million at the end of the latest reporting cycle ending September 30. This figure is up 7.2% sequentially and up 47% over the past 5 months alone, indicating that market participants have gradually stacked their short-side bets against the company in recent months.</p><p>This short interest build up is rather counterintuitive as the stock has been dropping continuously and it should have, in theory at least, encouraged short-side market participants to close their shorts and book profits. But the fact that short interest in Alibaba continues to rise, in spite of its dropping stock price, suggests that market participants perceive the stock to be overvalued at current levels and are betting on the stock to fall further going forward.</p><p><img src=\"https://static.tigerbbs.com/bf2f95098c8f6d45998f55472f8d16d6\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>Next, I wanted to compare Alibaba with other US-listed e-commerce stocks to have a better understanding of shorting activity in the said industry. If the market is betting against the vast majority of such stocks, then Alibaba wouldn’t come across as the odd one out. But that’s not quite the case here. As it turns out, short interest in Alibaba rose much faster than a broad swath of 30 other US-listed stocks that are engaged in e-commerce businesses. This confirms that market participants are more or less neutral on the industry but specifically bearish on Alibaba.</p><p><img src=\"https://static.tigerbbs.com/6019ac925a96524d96e2dc53d1823155\" tg-width=\"382\" tg-height=\"650\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>This raises an important question now – why are market participants actively shorting Alibaba even though its shares have crashed significantly and are seemingly undervalued?</p><h2><b>Reasons Fueling Pessimism</b></h2><p>First of all, I’d like to clear the misconception that Alibaba is undervalued after its recent correction. It may seem undervalued on a standalone basis but that’s not really the case when we look at industry comparables. The chart below should put things in perspective.</p><p><img src=\"https://static.tigerbbs.com/a02a8cdb767bb27a98904344d984815f\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQiant.com</p><p>The Y-axis plots the enterprise value-to-free cash flow (or EV/FCF) values for over 30 stocks that are classified in the e-commerce/internet retail industry. Note how Alibaba is vertically positioned much higher than a broad swath of its mentioned peers, indicating that the stock is trading at a relative premium.</p><p>Now, let’s shift attention to the X-axis, which plots the free cash flow growth for the same set of companies. Note how Alibaba is horizontally positioned more or less in the middle, indicating that its free cash flow growth is in-line with the industry averages.</p><p>The collective takeaway from both the axes here is that Alibaba is a mediocre performer in terms of free cash flow growth but its shares are trading at a premium nonetheless. There are in fact 4 other stocks in the e-commerce industry that are growing free cash flows at a rate faster than Alibaba, but their shares still trading at a lower EV/FCF multiple.</p><p>It’s not like the business prospects are improving or signaling impending growth for Alibaba, either. Much like the US, analysts and rating agencies have been slashing GDP growth forecasts for China almost every other week. This deteriorating macroeconomic environment is bound to limit personal disposable income and hinder consumer spending across major economies, which will inevitably weigh down on Alibaba’s business. We’re already seeing analysts slashing their revenue estimates for the company and I contend that more cuts shall follow in the coming 2 to 3 months at the very least.</p><p><img src=\"https://static.tigerbbs.com/e9940fbe16823a8aecadd41f1e3818a9\" tg-width=\"635\" tg-height=\"435\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>What exacerbates the problem is that we don’t know how far along will revenue expectations drop for Alibaba. Maybe 2 months down the line, we’d have slashed our revenue estimates for Alibaba by $10 billion or maybe it&#39;ll be $30 billion, we just don’t know. This heightened uncertainty amidst growing recessionary fears, makes it difficult for anyone to call a bottom for an e-commerce company such as Alibaba. So, this is another major reason why we think we’re seeing short interest spike in the company’s shares of late.</p><p><img src=\"https://static.tigerbbs.com/5c95dde41ca2ea45ca9c28867d815701\" tg-width=\"640\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>There’s another variable at play here. US auditors flew to Hong Kong a few weeks ago to conduct audit inspections on US-listed Chinese companies such as Alibaba. These inspections are likely to last from 8-12 weeks and will reveal if Alibaba is audited in accordance with the US GAAP or if there are irregularities in its reporting. If it’s the latter, then it’ll fuel further fear, uncertainty and doubt about the legitimacy of Alibaba’s growth prospects, and fuel speculation about the quantum of penalty that might be imposed by US regulators. This essentially means the moment of truth is fast approaching for US-listed Chinese companies such as Alibaba.</p><h2><b>Final Thoughts</b></h2><p>The takeaway here is that Alibaba’s shares are trading at a premium relative to its peers, despite heightened macroeconomic and regulatory uncertainty surrounding the name. This is likely why short interest in the name has been surging and will continue to do so in the coming weeks as well. So, I believe that investors may want to avoid the stock for the time being, as it looks set to fall further from the current levels. Good Luck!</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>Alibaba: It Could Get Worse</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\">\nAlibaba: It Could Get Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.Alibaba's prospects appear to be deteriorating almost every other week which is probably why it's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111819580","content_text":"SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.Alibaba's prospects appear to be deteriorating almost every other week which is probably why it's quickly becoming popular in shorting circles.The stock seems set to fall further and investors may want to avoid trying to catch falling knives.Alibaba’s (NYSE:BABA) shares are down 35% year to date but the downturn may not be over yet. Latest data reveals that short interest in the stock has spiked 7% in the last reporting cycle. This rapid short build up suggeststhat market participants might perceive the stock to be overvalued at current levels and likely anticipate it to fall further in the coming days and weeks. This should encourage Alibaba investors to reassess their investment thesis and avoid trying to catch falling knives. Let’s take a closer look at it all.Elevated Shorting ActivityLet me start by saying that short interest is basically the total number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants are actively placing short bets against a given stock with the anticipation that it would quickly decline in value in the foreseeable future. Conversely, a sharp decline in the metric indicates that short-side traders are closing their short positions as they perceive the stock to be fairly-valued, with limited downside potential. So, the short interest metric is a handy tool to gauge the Street’s ever-evolving sentiment pertaining to any given stock.As far as Alibaba is concerned, its short interest amounted to 59 million at the end of the latest reporting cycle ending September 30. This figure is up 7.2% sequentially and up 47% over the past 5 months alone, indicating that market participants have gradually stacked their short-side bets against the company in recent months.This short interest build up is rather counterintuitive as the stock has been dropping continuously and it should have, in theory at least, encouraged short-side market participants to close their shorts and book profits. But the fact that short interest in Alibaba continues to rise, in spite of its dropping stock price, suggests that market participants perceive the stock to be overvalued at current levels and are betting on the stock to fall further going forward.BusinessQuant.comNext, I wanted to compare Alibaba with other US-listed e-commerce stocks to have a better understanding of shorting activity in the said industry. If the market is betting against the vast majority of such stocks, then Alibaba wouldn’t come across as the odd one out. But that’s not quite the case here. As it turns out, short interest in Alibaba rose much faster than a broad swath of 30 other US-listed stocks that are engaged in e-commerce businesses. This confirms that market participants are more or less neutral on the industry but specifically bearish on Alibaba.BusinessQuant.comThis raises an important question now – why are market participants actively shorting Alibaba even though its shares have crashed significantly and are seemingly undervalued?Reasons Fueling PessimismFirst of all, I’d like to clear the misconception that Alibaba is undervalued after its recent correction. It may seem undervalued on a standalone basis but that’s not really the case when we look at industry comparables. The chart below should put things in perspective.BusinessQiant.comThe Y-axis plots the enterprise value-to-free cash flow (or EV/FCF) values for over 30 stocks that are classified in the e-commerce/internet retail industry. Note how Alibaba is vertically positioned much higher than a broad swath of its mentioned peers, indicating that the stock is trading at a relative premium.Now, let’s shift attention to the X-axis, which plots the free cash flow growth for the same set of companies. Note how Alibaba is horizontally positioned more or less in the middle, indicating that its free cash flow growth is in-line with the industry averages.The collective takeaway from both the axes here is that Alibaba is a mediocre performer in terms of free cash flow growth but its shares are trading at a premium nonetheless. There are in fact 4 other stocks in the e-commerce industry that are growing free cash flows at a rate faster than Alibaba, but their shares still trading at a lower EV/FCF multiple.It’s not like the business prospects are improving or signaling impending growth for Alibaba, either. Much like the US, analysts and rating agencies have been slashing GDP growth forecasts for China almost every other week. This deteriorating macroeconomic environment is bound to limit personal disposable income and hinder consumer spending across major economies, which will inevitably weigh down on Alibaba’s business. We’re already seeing analysts slashing their revenue estimates for the company and I contend that more cuts shall follow in the coming 2 to 3 months at the very least.Data byYChartsWhat exacerbates the problem is that we don’t know how far along will revenue expectations drop for Alibaba. Maybe 2 months down the line, we’d have slashed our revenue estimates for Alibaba by $10 billion or maybe it'll be $30 billion, we just don’t know. This heightened uncertainty amidst growing recessionary fears, makes it difficult for anyone to call a bottom for an e-commerce company such as Alibaba. So, this is another major reason why we think we’re seeing short interest spike in the company’s shares of late.BusinessQuant.comThere’s another variable at play here. US auditors flew to Hong Kong a few weeks ago to conduct audit inspections on US-listed Chinese companies such as Alibaba. These inspections are likely to last from 8-12 weeks and will reveal if Alibaba is audited in accordance with the US GAAP or if there are irregularities in its reporting. If it’s the latter, then it’ll fuel further fear, uncertainty and doubt about the legitimacy of Alibaba’s growth prospects, and fuel speculation about the quantum of penalty that might be imposed by US regulators. This essentially means the moment of truth is fast approaching for US-listed Chinese companies such as Alibaba.Final ThoughtsThe takeaway here is that Alibaba’s shares are trading at a premium relative to its peers, despite heightened macroeconomic and regulatory uncertainty surrounding the name. This is likely why short interest in the name has been surging and will continue to do so in the coming weeks as well. So, I believe that investors may want to avoid the stock for the time being, as it looks set to fall further from the current levels. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917454471,"gmtCreate":1665573360093,"gmtModify":1676537629639,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"Good company will need patience&nbsp;","listText":"Good company will need patience&nbsp;","text":"Good company will need patience","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9917454471","repostId":"1180326920","repostType":4,"repost":{"id":"1180326920","kind":"news","pubTimestamp":1665588241,"share":"https://ttm.financial/m/news/1180326920?lang=&edition=full_marsco","pubTime":"2022-10-12 23:24","market":"us","language":"en","title":"Nvidia: Rising From The Ashes","url":"https://stock-news.laohu8.com/highlight/detail?id=1180326920","media":"Seeking Alpha","summary":"That should never happen again as some of NVIDIA's strongest supporters will carefully keep a cautious eye on valuation and multiples a few years down the road. Secular growth meets cyclical volatility.NVIDIA's Revenue Segments At this juncture, I believe that NVIDIA will come back stronger and product launches should be a key catalyst in resuming growth.Gaming - The RTX40 SeriesNVIDIA has won several plaudits for its new gaming series chips named after Ada Lovelace. Going after what NVIDIA beli","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A slew of new and innovative products such as the RTX40, the Hopper and Grace should overcome the setback from gaming.</li><li>Data Center will be front and center in FY-2024, while gaming will recover from Q2- FY 2024, as NVIDIA works through excess inventories.</li><li>NVIDIA has several competitive advantages and pricing power to continue growing.</li><li>Software and hardware integration allows it to build the best products in the priciest segments of every market it competes in, giving it the best net margins in the industry.</li></ul><p><b>When it Rains it Pours</b></p><p>NVIDIA (NASDAQ: NVDA) is as relevant and dominant today, even as it struggles to recover from the aftereffects of a crypto winter and the Ethereum Merge. It has been a very painful past twelve months for both the company and its shareholders. NVIDIA first started showing cracks in its armor when it walked away from the ARM deal, losing about $1.25Bn in fees. The second and bigger blow crystallized in August 2022 when NVIDIAguided early for a disastrous Q2-FY23, taking a charge of $1.3Bn for excess inventory and guiding for a steep 19% drop in sequential revenue to $6.7Bn against consensus estimates of $8.10Bn. On earnings day on August 24th, it guided to a further fall to $5.7Bn in revenues for Q3-FY23 - another sequential drop of 14%. To add insult to injury, this week, the US government decided to ban all semiconductor sales of strategic importance to Chinese companies.</p><p>The 66% drop from $340 in Nov 2021, to $116 today has been gut-wrenching, to say the least.</p><p><b>The Ethereum Merge</b></p><p>As one of my favorite investors, Peter Lynch said &#34;Fool me once, shame on you; fool me twice, shame on me!&#34;. This is the second time, Gaming has suffered from excess inventories built up from a fall in Crypto prices; this time, the fall was even steeper with Q2-FY23 revenues dropping 33% YoY and 44% sequentially. I estimate Gaming to drop to $1Bn in Q3-FY23, a 69% drop YoY!, as NVIDIA works through excessive inventory. For the past two years, NVIDIA rode the crypto boom as miners used its high-quality GPU cards for Ethereum mining, charging as much as 40% above list price. Now, with Ethereum moving to proof of stake instead of proof of work, used cards have flooded the market.</p><p>One of the biggest problems I see going forward is investors not giving the same multiples to NVIDIA; no more pie in the sky market cap of $800 Bn or 30X sales! That should never happen again as some of NVIDIA&#39;s strongest supporters will carefully keep a cautious eye on valuation and multiples a few years down the road. Secular growth meets cyclical volatility.</p><p><img src=\"https://static.tigerbbs.com/9db17497b1870412cc17d7a09737a2cc\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA&#39;s Revenue Segments (The Next Platform)</p><p>At this juncture, I believe that NVIDIA will come back stronger and product launches should be a key catalyst in resuming growth.</p><p><b>Gaming - The RTX40 Series</b></p><p>NVIDIA has won several plaudits for its new gaming series chips named after Ada Lovelace. Going after what NVIDIA believes will be the future of all high-end games, Ray Tracing, it has packed the RTX40 with features that bring out the rich visualization in games that pretty much no other chip can do. The RTX40 Series has been built in collaboration with TSMC (TSM) on the 4NM node and is easily one of the fastest and most powerful chips in gaming. A great Seeking Alpha article from Beth Kindigdescribing it in detail.</p><p>NVIDIA has always been the best in its class; it doesn&#39;t do windows and it doesn&#39;t do consoles; instead, it positions itself in a halo of super competence and charges a hefty price knowing that the discerning gamer will pay for quality. The innovative turn with the Lovelace, RTX40 is no exception and will be priced about 25-30% higher from its last RTX30 Ampere series and range from $899 to $1,599.<b>More importantly, it is backed with the strategic intent of not letting the used inventory of Ethereum cards take away from the sales of the newer cards.</b> Quite simply, the used Ethereum card cannot perform even close to the Lovelace.</p><p><b>Datacenter - The Hopper and the Grace</b></p><p>The H100 GPU, nicknamed the Hopper, built for the data center segment is also rated one of the best in its class for power and efficiency, with 50% more memory and bandwidth than its predecessor, the A100. It&#39;s also expected to have a 300% better performance and is supposed to be 6 times faster, besides delivering 9X better throughput in AI inference training. The Next Platform has done an excellent deep dive into the Hopper.</p><p>Importantly, the Hopper will be priced pretty high, compared to the rest of the market, and even below a strategic price point below $20,000 per unit will be 20-33% higher than its predecessor, the A100.</p><p>I expect Datacenter to grow 54% in FY 23 and 35% in FY 24, contributing more than 60% of NVIDIA&#39;s revenues.</p><p>Bank of America Analyst, Vivek Arya, updated his cloud spending forecast for 2023, saying he now expects it to rise 7.5%, a slowdown from 2022, but still up year-over-year. The analyst noted that macro turmoil has reduced the pace of growth, but cloud spending is still expected to reach $170B in 2022, up 20% from 2021 and 2023 should be even higher at $183B, which the analyst said would be &#34;in line with last down cycles when capex decelerated&#34;.</p><p>AMD (AMD), which also guided Q3 down on slowing PC sales, <b>crucially did not disappoint on datacenter, stating that datacenter revenue grew 8% sequentially and 45% YoY, boding well for NVIDIA.</b></p><p><b>Grace</b>- The Grace, ARM-based CPU is NVIDIA&#39;s first foray in CPUs, a field dominated by AMD and Intel (INTC). The CPU market in Datacenter was dominated by Intel till AMD started eating its lunch with stronger and more efficient products, packing more transistors in the 5 and 7nm nodes while Intel was struggling to go below 10nm.</p><p>Clearly, NVIDIA smelled opportunity, and it&#39;s only surprising why it took them so long to get into this segment. Sticking to its playbook, the Grace will also be a high-performance, pricey chip also on the 4Nm node. Initially, it will be a niche product mainly for AI. Importantly,NVIDIA will bundle the Hopper and the Grace to make inroads into this market.</p><p><b>The Chip War with China</b></p><p>The biggest threat I see for NVIDIA is the China chip blockade from the Biden administration. This is a take-no-prisoners approach, the salvo is broad-based and clearly aimed at restricting China&#39;s prowess in building high-performance chips. The term &#34;chips of strategic importance&#34; is loosely defined. Any sales to Chinese firms requiring high-performance chips need specific exemptions or licenses, which could easily be denied. NVIDIA is clearly the leader in high-performance computing and has the most at stake.</p><p><b>Investment Case</b></p><p>Resuming Growth</p><p>To value the company going forward, I&#39;ve taken a conservative approach, forecasting only $1Bn in gaming revenues in Q3 with a slight uptick in Q4 as NVIDIA works through excess inventory. I believe that Fiscal 2024 will see sufficient recoveries in gaming volumes aided by strong sticker prices and estimate that NVIDIA will have $7Bn in gaming revenues, still 9% below FY23 <b>butentirely without Crypto sales.</b> For more conservative investors, looking for recurring revenues, this is not a bad thing. Furthermore, having recurring and sustainable revenues recoups some of the ill-will and the loss of the lofty multiple, when NVIDIA failed to identify crypto sales and suffered the ignominy of changing guidance at the 11th hour. Even with conservative estimates, I expect NVIDIA to grow total revenues 20% next year in FY 24.</p><p><img src=\"https://static.tigerbbs.com/29bd0639f66c69fd4ae501e38d77c3a3\" tg-width=\"640\" tg-height=\"296\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA 10K, 10Q, Fountainhead</p><p>A silver lining of the entire Ethereum cards boom and bust is that NVIDIA took in close to an estimated $10Bn in &#34;extra&#34; revenues over the past two years. For a company that spent $5.2Bn in R&amp;D last year - that extra cash came in very handy. I also expect the solid growth in Auto to continue.</p><p>Attractive Valuation<img src=\"https://static.tigerbbs.com/1708cc96078b2ed02f57e6485bc9caef\" tg-width=\"610\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA, Fountainhead, Seeking Alpha</p><p>Based on my forecast through FY 2026, NVIDIA performs very well in spite of all these headwinds. My estimates are lower than Seeking Alpha consensus estimates and probably conservative given the speed at which NVIDIA has bounced back in the past. At $116, NVIDIA is reasonable at 28X FY 24 earnings and a steal at 19 and 14 times, FY25 and FY26 earnings, respectively.</p><p>Besides, the quality of earnings is far superior when they&#39;re free of cyclical crypto earnings.</p><p>NVIDIA&#39;s pole position as the best in its class ensures that it will constantly have better multiples than AMD and Intel.</p><p>It has the highest margins at over 30%. In FY 2022, NVIDIA had a net profit margin of 36%! - a lot of it crypto-driven. However, given its pricing power for the RTX40, the Grace and the Hopper in Datacenter, I&#39;m confident that it should reasonably earn net margins of around 30% in the next 4 years.</p><p><b>Conclusion</b></p><p>NVIDIA calls it the Omniverse platform, where it has positioned itself as a solution/license/subscription provider. Here, I believe it will have the first-mover advantage when the Metaverse takes off. Again, these will be high-quality earnings with very solid margins. In its pro visualization segment, NVIDIA has taken a solid lead in providing collaborative platforms. Pro-viz revenues doubled to $2Bn in FY 2022 on the back of hybrid and work-from-home trends. While it is now clearly digesting the big gains, it should resume double-digit growth in FY 2025.</p><p>One of its key growth drivers in collaborative use cases will be the quality of ray tracing graphics, which will entice more designers to use NVIDIA as a service tool or as a license. This is a competitive advantage and regardless of Meta Platforms&#39; (META) recent stumbles, Metaverse or Omniverse business uses are already in motion; for example, in car showrooms and surgical walk-throughs. NVIDIA should have a first-mover advantage as a subscription provider, as a complete solution. I believe this is <b>key and will remain a moat.</b> I believe that the Metaverse and Collaborative design markets are still in a very nascent stage and having the best and the most innovative products will give NVIDIA a huge advantage, and allow it to continue skimming the market till competing products emerge.</p><p>I&#39;ve owned NVIDIA for more than 5 years and usually bought on dips, sometimes selling when it became too large a part of my portfolio or taking some profits off the table.</p><p>Given the Fed&#39;s hawkishness and the US government&#39;s newfound belligerence towards China, there is potential for downside and I would spread my buying over 4-5 installments. I rate it a Buy and expect NVIDIA to double from this price of $116 in the next 3-4 years.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Rising From The Ashes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Rising From The Ashes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546014-nvidia-nvda-stock-rising-from-ashes?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA slew of new and innovative products such as the RTX40, the Hopper and Grace should overcome the setback from gaming.Data Center will be front and center in FY-2024, while gaming will recover ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546014-nvidia-nvda-stock-rising-from-ashes?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4546014-nvidia-nvda-stock-rising-from-ashes?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180326920","content_text":"SummaryA slew of new and innovative products such as the RTX40, the Hopper and Grace should overcome the setback from gaming.Data Center will be front and center in FY-2024, while gaming will recover from Q2- FY 2024, as NVIDIA works through excess inventories.NVIDIA has several competitive advantages and pricing power to continue growing.Software and hardware integration allows it to build the best products in the priciest segments of every market it competes in, giving it the best net margins in the industry.When it Rains it PoursNVIDIA (NASDAQ: NVDA) is as relevant and dominant today, even as it struggles to recover from the aftereffects of a crypto winter and the Ethereum Merge. It has been a very painful past twelve months for both the company and its shareholders. NVIDIA first started showing cracks in its armor when it walked away from the ARM deal, losing about $1.25Bn in fees. The second and bigger blow crystallized in August 2022 when NVIDIAguided early for a disastrous Q2-FY23, taking a charge of $1.3Bn for excess inventory and guiding for a steep 19% drop in sequential revenue to $6.7Bn against consensus estimates of $8.10Bn. On earnings day on August 24th, it guided to a further fall to $5.7Bn in revenues for Q3-FY23 - another sequential drop of 14%. To add insult to injury, this week, the US government decided to ban all semiconductor sales of strategic importance to Chinese companies.The 66% drop from $340 in Nov 2021, to $116 today has been gut-wrenching, to say the least.The Ethereum MergeAs one of my favorite investors, Peter Lynch said \"Fool me once, shame on you; fool me twice, shame on me!\". This is the second time, Gaming has suffered from excess inventories built up from a fall in Crypto prices; this time, the fall was even steeper with Q2-FY23 revenues dropping 33% YoY and 44% sequentially. I estimate Gaming to drop to $1Bn in Q3-FY23, a 69% drop YoY!, as NVIDIA works through excessive inventory. For the past two years, NVIDIA rode the crypto boom as miners used its high-quality GPU cards for Ethereum mining, charging as much as 40% above list price. Now, with Ethereum moving to proof of stake instead of proof of work, used cards have flooded the market.One of the biggest problems I see going forward is investors not giving the same multiples to NVIDIA; no more pie in the sky market cap of $800 Bn or 30X sales! That should never happen again as some of NVIDIA's strongest supporters will carefully keep a cautious eye on valuation and multiples a few years down the road. Secular growth meets cyclical volatility.NVIDIA's Revenue Segments (The Next Platform)At this juncture, I believe that NVIDIA will come back stronger and product launches should be a key catalyst in resuming growth.Gaming - The RTX40 SeriesNVIDIA has won several plaudits for its new gaming series chips named after Ada Lovelace. Going after what NVIDIA believes will be the future of all high-end games, Ray Tracing, it has packed the RTX40 with features that bring out the rich visualization in games that pretty much no other chip can do. The RTX40 Series has been built in collaboration with TSMC (TSM) on the 4NM node and is easily one of the fastest and most powerful chips in gaming. A great Seeking Alpha article from Beth Kindigdescribing it in detail.NVIDIA has always been the best in its class; it doesn't do windows and it doesn't do consoles; instead, it positions itself in a halo of super competence and charges a hefty price knowing that the discerning gamer will pay for quality. The innovative turn with the Lovelace, RTX40 is no exception and will be priced about 25-30% higher from its last RTX30 Ampere series and range from $899 to $1,599.More importantly, it is backed with the strategic intent of not letting the used inventory of Ethereum cards take away from the sales of the newer cards. Quite simply, the used Ethereum card cannot perform even close to the Lovelace.Datacenter - The Hopper and the GraceThe H100 GPU, nicknamed the Hopper, built for the data center segment is also rated one of the best in its class for power and efficiency, with 50% more memory and bandwidth than its predecessor, the A100. It's also expected to have a 300% better performance and is supposed to be 6 times faster, besides delivering 9X better throughput in AI inference training. The Next Platform has done an excellent deep dive into the Hopper.Importantly, the Hopper will be priced pretty high, compared to the rest of the market, and even below a strategic price point below $20,000 per unit will be 20-33% higher than its predecessor, the A100.I expect Datacenter to grow 54% in FY 23 and 35% in FY 24, contributing more than 60% of NVIDIA's revenues.Bank of America Analyst, Vivek Arya, updated his cloud spending forecast for 2023, saying he now expects it to rise 7.5%, a slowdown from 2022, but still up year-over-year. The analyst noted that macro turmoil has reduced the pace of growth, but cloud spending is still expected to reach $170B in 2022, up 20% from 2021 and 2023 should be even higher at $183B, which the analyst said would be \"in line with last down cycles when capex decelerated\".AMD (AMD), which also guided Q3 down on slowing PC sales, crucially did not disappoint on datacenter, stating that datacenter revenue grew 8% sequentially and 45% YoY, boding well for NVIDIA.Grace- The Grace, ARM-based CPU is NVIDIA's first foray in CPUs, a field dominated by AMD and Intel (INTC). The CPU market in Datacenter was dominated by Intel till AMD started eating its lunch with stronger and more efficient products, packing more transistors in the 5 and 7nm nodes while Intel was struggling to go below 10nm.Clearly, NVIDIA smelled opportunity, and it's only surprising why it took them so long to get into this segment. Sticking to its playbook, the Grace will also be a high-performance, pricey chip also on the 4Nm node. Initially, it will be a niche product mainly for AI. Importantly,NVIDIA will bundle the Hopper and the Grace to make inroads into this market.The Chip War with ChinaThe biggest threat I see for NVIDIA is the China chip blockade from the Biden administration. This is a take-no-prisoners approach, the salvo is broad-based and clearly aimed at restricting China's prowess in building high-performance chips. The term \"chips of strategic importance\" is loosely defined. Any sales to Chinese firms requiring high-performance chips need specific exemptions or licenses, which could easily be denied. NVIDIA is clearly the leader in high-performance computing and has the most at stake.Investment CaseResuming GrowthTo value the company going forward, I've taken a conservative approach, forecasting only $1Bn in gaming revenues in Q3 with a slight uptick in Q4 as NVIDIA works through excess inventory. I believe that Fiscal 2024 will see sufficient recoveries in gaming volumes aided by strong sticker prices and estimate that NVIDIA will have $7Bn in gaming revenues, still 9% below FY23 butentirely without Crypto sales. For more conservative investors, looking for recurring revenues, this is not a bad thing. Furthermore, having recurring and sustainable revenues recoups some of the ill-will and the loss of the lofty multiple, when NVIDIA failed to identify crypto sales and suffered the ignominy of changing guidance at the 11th hour. Even with conservative estimates, I expect NVIDIA to grow total revenues 20% next year in FY 24.NVIDIA 10K, 10Q, FountainheadA silver lining of the entire Ethereum cards boom and bust is that NVIDIA took in close to an estimated $10Bn in \"extra\" revenues over the past two years. For a company that spent $5.2Bn in R&D last year - that extra cash came in very handy. I also expect the solid growth in Auto to continue.Attractive ValuationNVIDIA, Fountainhead, Seeking AlphaBased on my forecast through FY 2026, NVIDIA performs very well in spite of all these headwinds. My estimates are lower than Seeking Alpha consensus estimates and probably conservative given the speed at which NVIDIA has bounced back in the past. At $116, NVIDIA is reasonable at 28X FY 24 earnings and a steal at 19 and 14 times, FY25 and FY26 earnings, respectively.Besides, the quality of earnings is far superior when they're free of cyclical crypto earnings.NVIDIA's pole position as the best in its class ensures that it will constantly have better multiples than AMD and Intel.It has the highest margins at over 30%. In FY 2022, NVIDIA had a net profit margin of 36%! - a lot of it crypto-driven. However, given its pricing power for the RTX40, the Grace and the Hopper in Datacenter, I'm confident that it should reasonably earn net margins of around 30% in the next 4 years.ConclusionNVIDIA calls it the Omniverse platform, where it has positioned itself as a solution/license/subscription provider. Here, I believe it will have the first-mover advantage when the Metaverse takes off. Again, these will be high-quality earnings with very solid margins. In its pro visualization segment, NVIDIA has taken a solid lead in providing collaborative platforms. Pro-viz revenues doubled to $2Bn in FY 2022 on the back of hybrid and work-from-home trends. While it is now clearly digesting the big gains, it should resume double-digit growth in FY 2025.One of its key growth drivers in collaborative use cases will be the quality of ray tracing graphics, which will entice more designers to use NVIDIA as a service tool or as a license. This is a competitive advantage and regardless of Meta Platforms' (META) recent stumbles, Metaverse or Omniverse business uses are already in motion; for example, in car showrooms and surgical walk-throughs. NVIDIA should have a first-mover advantage as a subscription provider, as a complete solution. I believe this is key and will remain a moat. I believe that the Metaverse and Collaborative design markets are still in a very nascent stage and having the best and the most innovative products will give NVIDIA a huge advantage, and allow it to continue skimming the market till competing products emerge.I've owned NVIDIA for more than 5 years and usually bought on dips, sometimes selling when it became too large a part of my portfolio or taking some profits off the table.Given the Fed's hawkishness and the US government's newfound belligerence towards China, there is potential for downside and I would spread my buying over 4-5 installments. I rate it a Buy and expect NVIDIA to double from this price of $116 in the next 3-4 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099263395755910","authorId":"4099263395755910","name":"AhBart","avatar":"https://static.itradeup.com/news/5c8a0140b30f2d6c3be37b2ad1a1efe8","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4099263395755910","idStr":"4099263395755910"},"content":"Yes, great patience required. It’s like grinding a metal slab to become a needle 💪🏽","text":"Yes, great patience required. It’s like grinding a metal slab to become a needle 💪🏽","html":"Yes, great patience required. It’s like grinding a metal slab to become a needle 💪🏽"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042986849,"gmtCreate":1656422333982,"gmtModify":1676535824719,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"It's in need of $$","listText":"It's in need of $$","text":"It's in need of $$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9042986849","repostId":"1135934814","repostType":4,"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955142942,"gmtCreate":1675300623687,"gmtModify":1676538990625,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"1 small good news","listText":"1 small good news","text":"1 small good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955142942","repostId":"2308663280","repostType":4,"repost":{"id":"2308663280","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":1675292598,"share":"https://ttm.financial/m/news/2308663280?lang=&edition=full_marsco","pubTime":"2023-02-02 07:03","market":"us","language":"en","title":"Wall St Rallies As Fed's Powell Nods to Easing Inflation After Rate Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2308663280","media":"Reuters","summary":"Federal Reserve hikes rates by 25 bpsPowell says for first time disinflation has startedIndexes up: ","content":"<html><head></head><body><ul><li>Federal Reserve hikes rates by 25 bps</li><li>Powell says for first time disinflation has started</li><li>Indexes up: Dow 0.02%, S&amp;P 1.05%, Nasdaq 2%</li></ul><p><img src=\"https://static.tigerbbs.com/e16559190ac1ec89379655f3cf8a75dd\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>The S&amp;P 500 and the Nasdaq closed sharply higher on Wednesday after Federal Reserve chair Jerome Powell acknowledged that inflation was starting to ease, in remarks he made following a quarter-point rate hike by the U.S. central bank.</p><p>Wall Street&#39;s major indexes had lost ground immediately after the Fed announced its rate hike decision. Its statement also said &#34;ongoing increases&#34; to rates would be appropriate.</p><p>But the indexes bounced off their lows and kept gaining ground soon after Powell started speaking to reporters with the S&amp;P ending up 1% and the Nasdaq adding 2%.</p><p>Investors were encouraged by Powell&#39;s answer to a question about easing financial conditions such as rising equities and falling bond yields in recent months, according to Angelo Kourkafas, investment strategist at Edward Jones, St Louis.</p><p>&#34;He had an opportunity to relay a hawkish message and didn&#39;t take it. He could&#39;ve said that markets are getting overly excited and he didn&#39;t take the opportunity. Instead he said a lot of tightening has already happened,&#34; said Kourkafas.</p><p>Since Powell said he could acknowledge for the first time that disinflation had started to happen, investors saw his suggestion that there could be two more rate hikes as a &#34;placeholder&#34; the strategist said.</p><p>The Dow Jones Industrial Average    rose 6.92 points, or 0.02%, to 34,092.96, the S&amp;P 500    gained 42.61 points, or 1.05%, to 4,119.21 and the Nasdaq Composite    added 231.77 points, or 2%, to 11,816.32.</p><p>The afternoon rally had the S&amp;P registering its highest closing level since Aug. 25 while the Nasdaq posted its highest close since September.</p><p>Of the S&amp;P 500&#39;s 11 major industry sectors only energy ended the day lower   , down 1.9%, while interest rate sensitive  technology shares    were the biggest gainers, up 2.3%.</p><p>Investors were mostly focused on the Fed&#39;s path forward, as the size of increase for its first policy meeting of the year was in line with expectations after rapid increases in 2022 including a December rate hike of 50 basis points.</p><p>After the press conference, money markets were betting on a terminal rate of 4.892% in June compared with bets for 4.92% just before the Fed&#39;s statement.</p><p>U.S. futures were still pricing in rate cuts this year with the fed funds rate seen at 4.403% by the end of December, the same as before the meeting.</p><p>Recent readings have indicated that inflation is easing, with the Fed also looking at data that will determine the resilience of the labor market and the pace of wage growth.</p><p>But data showed U.S. job openings unexpectedly rose in December ahead of the Labor Department&#39;s comprehensive report on nonfarm payrolls for January due on Friday.</p><p>Separate economic data showed U.S. manufacturing contracted further in January as higher rates stifled demand for goods.</p><p>All three indexes had a strong start to the year, with the S&amp;P    and the Dow    witnessing their first gain for January since 2019 as investors returned to markets, which were bruised in the previous year by a hawkish Fed.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.86-to-1 ratio; on Nasdaq, a 2.28-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 24 new 52-week highs and no new lows; the Nasdaq Composite recorded 136 new highs and 23 new lows.</p><p>About 13.7 billion shares changed hands in U.S. exchanges, compared with the 11.5 billion daily average over the last 20 sessions.</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>Wall St Rallies As Fed's Powell Nods to Easing Inflation After Rate Hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Rallies As Fed's Powell Nods to Easing Inflation After Rate Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-02-02 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Federal Reserve hikes rates by 25 bps</li><li>Powell says for first time disinflation has started</li><li>Indexes up: Dow 0.02%, S&amp;P 1.05%, Nasdaq 2%</li></ul><p><img src=\"https://static.tigerbbs.com/e16559190ac1ec89379655f3cf8a75dd\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>The S&amp;P 500 and the Nasdaq closed sharply higher on Wednesday after Federal Reserve chair Jerome Powell acknowledged that inflation was starting to ease, in remarks he made following a quarter-point rate hike by the U.S. central bank.</p><p>Wall Street&#39;s major indexes had lost ground immediately after the Fed announced its rate hike decision. Its statement also said &#34;ongoing increases&#34; to rates would be appropriate.</p><p>But the indexes bounced off their lows and kept gaining ground soon after Powell started speaking to reporters with the S&amp;P ending up 1% and the Nasdaq adding 2%.</p><p>Investors were encouraged by Powell&#39;s answer to a question about easing financial conditions such as rising equities and falling bond yields in recent months, according to Angelo Kourkafas, investment strategist at Edward Jones, St Louis.</p><p>&#34;He had an opportunity to relay a hawkish message and didn&#39;t take it. He could&#39;ve said that markets are getting overly excited and he didn&#39;t take the opportunity. Instead he said a lot of tightening has already happened,&#34; said Kourkafas.</p><p>Since Powell said he could acknowledge for the first time that disinflation had started to happen, investors saw his suggestion that there could be two more rate hikes as a &#34;placeholder&#34; the strategist said.</p><p>The Dow Jones Industrial Average    rose 6.92 points, or 0.02%, to 34,092.96, the S&amp;P 500    gained 42.61 points, or 1.05%, to 4,119.21 and the Nasdaq Composite    added 231.77 points, or 2%, to 11,816.32.</p><p>The afternoon rally had the S&amp;P registering its highest closing level since Aug. 25 while the Nasdaq posted its highest close since September.</p><p>Of the S&amp;P 500&#39;s 11 major industry sectors only energy ended the day lower   , down 1.9%, while interest rate sensitive  technology shares    were the biggest gainers, up 2.3%.</p><p>Investors were mostly focused on the Fed&#39;s path forward, as the size of increase for its first policy meeting of the year was in line with expectations after rapid increases in 2022 including a December rate hike of 50 basis points.</p><p>After the press conference, money markets were betting on a terminal rate of 4.892% in June compared with bets for 4.92% just before the Fed&#39;s statement.</p><p>U.S. futures were still pricing in rate cuts this year with the fed funds rate seen at 4.403% by the end of December, the same as before the meeting.</p><p>Recent readings have indicated that inflation is easing, with the Fed also looking at data that will determine the resilience of the labor market and the pace of wage growth.</p><p>But data showed U.S. job openings unexpectedly rose in December ahead of the Labor Department&#39;s comprehensive report on nonfarm payrolls for January due on Friday.</p><p>Separate economic data showed U.S. manufacturing contracted further in January as higher rates stifled demand for goods.</p><p>All three indexes had a strong start to the year, with the S&amp;P    and the Dow    witnessing their first gain for January since 2019 as investors returned to markets, which were bruised in the previous year by a hawkish Fed.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.86-to-1 ratio; on Nasdaq, a 2.28-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 24 new 52-week highs and no new lows; the Nasdaq Composite recorded 136 new highs and 23 new lows.</p><p>About 13.7 billion shares changed hands in U.S. exchanges, compared with the 11.5 billion daily average over the last 20 sessions.</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":"2308663280","content_text":"Federal Reserve hikes rates by 25 bpsPowell says for first time disinflation has startedIndexes up: Dow 0.02%, S&P 1.05%, Nasdaq 2%The S&P 500 and the Nasdaq closed sharply higher on Wednesday after Federal Reserve chair Jerome Powell acknowledged that inflation was starting to ease, in remarks he made following a quarter-point rate hike by the U.S. central bank.Wall Street's major indexes had lost ground immediately after the Fed announced its rate hike decision. Its statement also said \"ongoing increases\" to rates would be appropriate.But the indexes bounced off their lows and kept gaining ground soon after Powell started speaking to reporters with the S&P ending up 1% and the Nasdaq adding 2%.Investors were encouraged by Powell's answer to a question about easing financial conditions such as rising equities and falling bond yields in recent months, according to Angelo Kourkafas, investment strategist at Edward Jones, St Louis.\"He had an opportunity to relay a hawkish message and didn't take it. He could've said that markets are getting overly excited and he didn't take the opportunity. Instead he said a lot of tightening has already happened,\" said Kourkafas.Since Powell said he could acknowledge for the first time that disinflation had started to happen, investors saw his suggestion that there could be two more rate hikes as a \"placeholder\" the strategist said.The Dow Jones Industrial Average    rose 6.92 points, or 0.02%, to 34,092.96, the S&P 500    gained 42.61 points, or 1.05%, to 4,119.21 and the Nasdaq Composite    added 231.77 points, or 2%, to 11,816.32.The afternoon rally had the S&P registering its highest closing level since Aug. 25 while the Nasdaq posted its highest close since September.Of the S&P 500's 11 major industry sectors only energy ended the day lower   , down 1.9%, while interest rate sensitive  technology shares    were the biggest gainers, up 2.3%.Investors were mostly focused on the Fed's path forward, as the size of increase for its first policy meeting of the year was in line with expectations after rapid increases in 2022 including a December rate hike of 50 basis points.After the press conference, money markets were betting on a terminal rate of 4.892% in June compared with bets for 4.92% just before the Fed's statement.U.S. futures were still pricing in rate cuts this year with the fed funds rate seen at 4.403% by the end of December, the same as before the meeting.Recent readings have indicated that inflation is easing, with the Fed also looking at data that will determine the resilience of the labor market and the pace of wage growth.But data showed U.S. job openings unexpectedly rose in December ahead of the Labor Department's comprehensive report on nonfarm payrolls for January due on Friday.Separate economic data showed U.S. manufacturing contracted further in January as higher rates stifled demand for goods.All three indexes had a strong start to the year, with the S&P    and the Dow    witnessing their first gain for January since 2019 as investors returned to markets, which were bruised in the previous year by a hawkish Fed.Advancing issues outnumbered declining ones on the NYSE by a 2.86-to-1 ratio; on Nasdaq, a 2.28-to-1 ratio favored advancers.The S&P 500 posted 24 new 52-week highs and no new lows; the Nasdaq Composite recorded 136 new highs and 23 new lows.About 13.7 billion shares changed hands in U.S. exchanges, compared with the 11.5 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982591212,"gmtCreate":1667202948236,"gmtModify":1676537876358,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9982591212","repostId":"1169258680","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910883467,"gmtCreate":1663595147060,"gmtModify":1676537297868,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"go go up","listText":"go go up","text":"go go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9910883467","repostId":"1168134400","repostType":4,"repost":{"id":"1168134400","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":1663594802,"share":"https://ttm.financial/m/news/1168134400?lang=&edition=full_marsco","pubTime":"2022-09-19 21:40","market":"us","language":"en","title":"Chinese EV Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1168134400","media":"Tiger Newspress","summary":"Chinese EV stocks climbed in morning trading. Nio and Li Auto rose more than 1%; XPeng rose more tha","content":"<html><head></head><body><p>Chinese EV stocks climbed in morning trading. Nio and Li Auto rose more than 1%; XPeng rose more than 3%.</p><p><img src=\"https://static.tigerbbs.com/522feee0ad58292cdb0c131c412281d8\" tg-width=\"448\" tg-height=\"177\" referrerpolicy=\"no-referrer\"/></p><ul><li>Chinese electric vehicle company <b>XPeng Inc</b> has launched the pilot program of City Navigation Guided Pilot (City NGP).</li><li>Guangzhou-based XPeng P5 customers can access City NGP through over-the-air (OTA) updates before launching to other cities.</li><li>When City NGP is activated with a set destination, the vehicle performs the full range of driving tasks such as cruising from leading vehicles, changing lanes or vehicle overtaking decisions, handling merging/splitting roads, and maintaining speed.</li><li>XPeng&#39;s City NGP consists of an Advanced Driver Assistance System (ADAS) platform, featuring a multi-modality sensor fusion framework with cameras, LiDAR units, millimeter-wave radars, and high-precision positioning units.</li><li>&#34;With the rollout of City NGP, XPeng is spearheading a strategic roadmap to complete our ADAS coverage from highways and parking lots to much more complex city driving scenarios, offering our customers enhanced safety and an optimized driving experience,&#34; said Chairman and CEO He Xiaopeng.</li></ul></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>Chinese EV Stocks Climbed 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; 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}\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\">\nChinese EV Stocks Climbed 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\">2022-09-19 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese EV stocks climbed in morning trading. Nio and Li Auto rose more than 1%; XPeng rose more than 3%.</p><p><img src=\"https://static.tigerbbs.com/522feee0ad58292cdb0c131c412281d8\" tg-width=\"448\" tg-height=\"177\" referrerpolicy=\"no-referrer\"/></p><ul><li>Chinese electric vehicle company <b>XPeng Inc</b> has launched the pilot program of City Navigation Guided Pilot (City NGP).</li><li>Guangzhou-based XPeng P5 customers can access City NGP through over-the-air (OTA) updates before launching to other cities.</li><li>When City NGP is activated with a set destination, the vehicle performs the full range of driving tasks such as cruising from leading vehicles, changing lanes or vehicle overtaking decisions, handling merging/splitting roads, and maintaining speed.</li><li>XPeng&#39;s City NGP consists of an Advanced Driver Assistance System (ADAS) platform, featuring a multi-modality sensor fusion framework with cameras, LiDAR units, millimeter-wave radars, and high-precision positioning units.</li><li>&#34;With the rollout of City NGP, XPeng is spearheading a strategic roadmap to complete our ADAS coverage from highways and parking lots to much more complex city driving scenarios, offering our customers enhanced safety and an optimized driving experience,&#34; said Chairman and CEO He Xiaopeng.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168134400","content_text":"Chinese EV stocks climbed in morning trading. Nio and Li Auto rose more than 1%; XPeng rose more than 3%.Chinese electric vehicle company XPeng Inc has launched the pilot program of City Navigation Guided Pilot (City NGP).Guangzhou-based XPeng P5 customers can access City NGP through over-the-air (OTA) updates before launching to other cities.When City NGP is activated with a set destination, the vehicle performs the full range of driving tasks such as cruising from leading vehicles, changing lanes or vehicle overtaking decisions, handling merging/splitting roads, and maintaining speed.XPeng's City NGP consists of an Advanced Driver Assistance System (ADAS) platform, featuring a multi-modality sensor fusion framework with cameras, LiDAR units, millimeter-wave radars, and high-precision positioning units.\"With the rollout of City NGP, XPeng is spearheading a strategic roadmap to complete our ADAS coverage from highways and parking lots to much more complex city driving scenarios, offering our customers enhanced safety and an optimized driving experience,\" said Chairman and CEO He Xiaopeng.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985781639,"gmtCreate":1667463131421,"gmtModify":1676537922435,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"[Glance]&nbsp;","listText":"[Glance]&nbsp;","text":"[Glance]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9985781639","repostId":"1181986627","repostType":4,"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980472761,"gmtCreate":1665803847753,"gmtModify":1676537667441,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"[Speechless]&nbsp;","listText":"[Speechless]&nbsp;","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9980472761","repostId":"2275952060","repostType":4,"repost":{"id":"2275952060","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":1665788512,"share":"https://ttm.financial/m/news/2275952060?lang=&edition=full_marsco","pubTime":"2022-10-15 07:01","market":"us","language":"en","title":"US STOCKS-Wall St Drops As Consumer Data Stokes Inflation Worry","url":"https://stock-news.laohu8.com/highlight/detail?id=2275952060","media":"Reuters","summary":"* JPM reports higher-than-expected Q3 profit* S&P 500, Nasdaq post weekly declines* U.S. consumer se","content":"<html><head></head><body><p>* JPM reports higher-than-expected Q3 profit</p><p>* S&amp;P 500, Nasdaq post weekly declines</p><p>* U.S. consumer sentiment edges up October; inflation ests. worsen</p><p>* Dow down 1.34%, S&amp;P 500 down 2.37%, Nasdaq down 3.08%</p><p>NEW YORK, Oct 14 (Reuters) - U.S. stocks dropped on Friday as worsening inflation expectations kept intact worries that the Federal Reserve&#39;s aggressive rate hike path could trigger a recession, while investors digested the early stages of earnings season.</p><p>In the last session of a volatile week, equities opened higher, then reversed course after data from the University of Michigan showed consumer sentiment improved in October but inflation expectations worsened as gasoline prices moved higher. Retail sales data also indicated resilience among consumers.</p><p>&#34;The main thrust for the market right now is higher interest rates, higher inflation and the Fed is going to continue to move its fed funds target higher,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.</p><p>&#34;The narrative that we’ve seen peak inflation is not evident yet and that’s depressing the market.&#34;</p><p>On Thursday, a reading on consumer prices (CPI) showed inflation remained stubbornly high.</p><p>Fed officials have been largely in sync when commenting on the need to raise rates and St. Louis Fed President James Bullard said in a Reuters interview the recent CPI data warrants a continued &#34;frontloading&#34; through larger three-quarter-percentage point steps, although that does not necessarily mean rates need to be raised above the central bank&#39;s most recent projections.</p><p>The Dow Jones Industrial Average fell 403.89 points, or 1.34%, to 29,634.83, the S&amp;P 500 lost 86.84 points, or 2.37%, to 3,583.07 and the Nasdaq Composite dropped 327.76 points, or 3.08%, to 10,321.39.</p><p>Friday&#39;s decline marked the 37th time the S&amp;P 500 recorded a gain or loss of at least 2% compared with only seven such session in all of 2021. For the week, the Dow gained 1.15%, the S&amp;P 500 lost 1.56% and the Nasdaq fell 3.11%.</p><p>Corporate earnings season started to pick up steam and helped the bank index, which posted a narrow 0.03% gain after quarterly results from JPMorgan Chase &amp; Co, up 1.66%, Citigroup Inc, up 0.65%, and Wells Fargo &amp; Co, up 1.86%, boosted the shares of each.</p><p>&#34;The message I got from them is things are looking pretty good from an economic perspective despite the challenges but they increased loan-loss reserves just in anticipation that you are going to see some more slowing,&#34; said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.</p><p>UnitedHealth gained 0.63% as one of only three Dow components to move higher on the day after the health insurer posted better-than-expected quarterly results while raising its annual forecast.</p><p>Analysts now expect third-quarter profits for S&amp;P 500 companies to have risen just 3.6% from a year ago, much lower than an 11.1% increase expected at the start of July, according to Refinitiv data.</p><p>Kroger Co shares dropped 7.32% after the supermarket chain said it would buy smaller rival Albertsons Companies Inc in a $24.6 billion deal.</p><p>Tesla Inc slumped 7.55% following media reports that the electric vehicle maker has put on hold plans to launch battery cell production at its plant outside Berlin due to technical issues.</p><p>Volume on U.S. exchanges was 10.88 billion shares, compared with the 11.48 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 71 new highs and 235 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Drops As Consumer Data Stokes Inflation Worry</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Drops As Consumer Data Stokes Inflation Worry\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-15 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* JPM reports higher-than-expected Q3 profit</p><p>* S&amp;P 500, Nasdaq post weekly declines</p><p>* U.S. consumer sentiment edges up October; inflation ests. worsen</p><p>* Dow down 1.34%, S&amp;P 500 down 2.37%, Nasdaq down 3.08%</p><p>NEW YORK, Oct 14 (Reuters) - U.S. stocks dropped on Friday as worsening inflation expectations kept intact worries that the Federal Reserve&#39;s aggressive rate hike path could trigger a recession, while investors digested the early stages of earnings season.</p><p>In the last session of a volatile week, equities opened higher, then reversed course after data from the University of Michigan showed consumer sentiment improved in October but inflation expectations worsened as gasoline prices moved higher. Retail sales data also indicated resilience among consumers.</p><p>&#34;The main thrust for the market right now is higher interest rates, higher inflation and the Fed is going to continue to move its fed funds target higher,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.</p><p>&#34;The narrative that we’ve seen peak inflation is not evident yet and that’s depressing the market.&#34;</p><p>On Thursday, a reading on consumer prices (CPI) showed inflation remained stubbornly high.</p><p>Fed officials have been largely in sync when commenting on the need to raise rates and St. Louis Fed President James Bullard said in a Reuters interview the recent CPI data warrants a continued &#34;frontloading&#34; through larger three-quarter-percentage point steps, although that does not necessarily mean rates need to be raised above the central bank&#39;s most recent projections.</p><p>The Dow Jones Industrial Average fell 403.89 points, or 1.34%, to 29,634.83, the S&amp;P 500 lost 86.84 points, or 2.37%, to 3,583.07 and the Nasdaq Composite dropped 327.76 points, or 3.08%, to 10,321.39.</p><p>Friday&#39;s decline marked the 37th time the S&amp;P 500 recorded a gain or loss of at least 2% compared with only seven such session in all of 2021. For the week, the Dow gained 1.15%, the S&amp;P 500 lost 1.56% and the Nasdaq fell 3.11%.</p><p>Corporate earnings season started to pick up steam and helped the bank index, which posted a narrow 0.03% gain after quarterly results from JPMorgan Chase &amp; Co, up 1.66%, Citigroup Inc, up 0.65%, and Wells Fargo &amp; Co, up 1.86%, boosted the shares of each.</p><p>&#34;The message I got from them is things are looking pretty good from an economic perspective despite the challenges but they increased loan-loss reserves just in anticipation that you are going to see some more slowing,&#34; said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.</p><p>UnitedHealth gained 0.63% as one of only three Dow components to move higher on the day after the health insurer posted better-than-expected quarterly results while raising its annual forecast.</p><p>Analysts now expect third-quarter profits for S&amp;P 500 companies to have risen just 3.6% from a year ago, much lower than an 11.1% increase expected at the start of July, according to Refinitiv data.</p><p>Kroger Co shares dropped 7.32% after the supermarket chain said it would buy smaller rival Albertsons Companies Inc in a $24.6 billion deal.</p><p>Tesla Inc slumped 7.55% following media reports that the electric vehicle maker has put on hold plans to launch battery cell production at its plant outside Berlin due to technical issues.</p><p>Volume on U.S. exchanges was 10.88 billion shares, compared with the 11.48 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 71 new highs and 235 new lows.</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":"2275952060","content_text":"* JPM reports higher-than-expected Q3 profit* S&P 500, Nasdaq post weekly declines* U.S. consumer sentiment edges up October; inflation ests. worsen* Dow down 1.34%, S&P 500 down 2.37%, Nasdaq down 3.08%NEW YORK, Oct 14 (Reuters) - U.S. stocks dropped on Friday as worsening inflation expectations kept intact worries that the Federal Reserve's aggressive rate hike path could trigger a recession, while investors digested the early stages of earnings season.In the last session of a volatile week, equities opened higher, then reversed course after data from the University of Michigan showed consumer sentiment improved in October but inflation expectations worsened as gasoline prices moved higher. Retail sales data also indicated resilience among consumers.\"The main thrust for the market right now is higher interest rates, higher inflation and the Fed is going to continue to move its fed funds target higher,\" said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.\"The narrative that we’ve seen peak inflation is not evident yet and that’s depressing the market.\"On Thursday, a reading on consumer prices (CPI) showed inflation remained stubbornly high.Fed officials have been largely in sync when commenting on the need to raise rates and St. Louis Fed President James Bullard said in a Reuters interview the recent CPI data warrants a continued \"frontloading\" through larger three-quarter-percentage point steps, although that does not necessarily mean rates need to be raised above the central bank's most recent projections.The Dow Jones Industrial Average fell 403.89 points, or 1.34%, to 29,634.83, the S&P 500 lost 86.84 points, or 2.37%, to 3,583.07 and the Nasdaq Composite dropped 327.76 points, or 3.08%, to 10,321.39.Friday's decline marked the 37th time the S&P 500 recorded a gain or loss of at least 2% compared with only seven such session in all of 2021. For the week, the Dow gained 1.15%, the S&P 500 lost 1.56% and the Nasdaq fell 3.11%.Corporate earnings season started to pick up steam and helped the bank index, which posted a narrow 0.03% gain after quarterly results from JPMorgan Chase & Co, up 1.66%, Citigroup Inc, up 0.65%, and Wells Fargo & Co, up 1.86%, boosted the shares of each.\"The message I got from them is things are looking pretty good from an economic perspective despite the challenges but they increased loan-loss reserves just in anticipation that you are going to see some more slowing,\" said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.UnitedHealth gained 0.63% as one of only three Dow components to move higher on the day after the health insurer posted better-than-expected quarterly results while raising its annual forecast.Analysts now expect third-quarter profits for S&P 500 companies to have risen just 3.6% from a year ago, much lower than an 11.1% increase expected at the start of July, according to Refinitiv data.Kroger Co shares dropped 7.32% after the supermarket chain said it would buy smaller rival Albertsons Companies Inc in a $24.6 billion deal.Tesla Inc slumped 7.55% following media reports that the electric vehicle maker has put on hold plans to launch battery cell production at its plant outside Berlin due to technical issues.Volume on U.S. exchanges was 10.88 billion shares, compared with the 11.48 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored decliners.The S&P 500 posted 5 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 71 new highs and 235 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953799539,"gmtCreate":1673320977122,"gmtModify":1676538817836,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953799539","repostId":"2302082351","repostType":4,"repost":{"id":"2302082351","kind":"highlight","pubTimestamp":1673314544,"share":"https://ttm.financial/m/news/2302082351?lang=&edition=full_marsco","pubTime":"2023-01-10 09:35","market":"us","language":"en","title":"SPY: Is December CPI Optimism Setting A Sneaky Bull Trap?","url":"https://stock-news.laohu8.com/highlight/detail?id=2302082351","media":"Seeking Alpha","summary":"SummaryEveryone seems to be taking a good CPI report this week as a given, but history suggests infl","content":"<html><head></head><body><h2>Summary</h2><ul><li>Everyone seems to be taking a good CPI report this week as a given, but history suggests inflation tends to stick around for a while!</li><li>The weakening dollar, falling yields, January pay increases, and fiscal cost-of-living adjustments will all push inflation up in the near term.</li><li>My best guess is that inflation has another 12 months before monthly price rises are fully consistent with the Fed&#39;s 2% annual core inflation target.</li><li>Even if CPI comes in soft, bears like Morgan Stanley&#39;s Michael Wilson have suggested that a weaker CPI will be accompanied by weaker earnings and weaker profit margins than expected.</li><li>December CPI will be released on Thursday, January 12th at 8:30 AM Eastern Time.</li></ul><p>Markets cheered the nonfarm payrolls report on Friday, with the broad S&amp;P 500 index (NYSEARCA:SPY) rising over 2% on the day, with a big follow through on Monday as of my writing this. It seems to me like another case of algorithms gone wild, as the move was preceded by a selloff the day before on the ADP payrolls number. These are small data points, but at stake are the larger questions of where the Fed is likely to take interest rates–and whether the U.S. economy will pull off a soft landing or descend into recession after the pandemic&#39;s money-printing binge. The marketis pricing in several rate cuts over the next 12-18 months, while the Fed has indicated they want to hike rates more. With the S&amp;P 500 trading on the high end of its historical range at about 17.5x 2023 consensus earnings estimates of $225, the market needs to hit a parlay here. Highly valued stocks need a Fed pivot, and they need the pivot to come without an underlying collapse in earnings (i.e. a recession). This assumption will be getting a huge test this week with December CPI, released at 8:30 AM Eastern on Thursday. This data release will be key to understanding whether the current bear market in stocks will continue to grind lower or not. Markets may be overly complacent about CPI, with the optimism over CPI and the recent rally setting what could be a sneaky trap for investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97eb6054fd618e14b41ab23a3df780a0\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><h2>Is Inflation Done? History Says Maybe Not</h2><p>Strategists at Bank of America (BAC) did a study in 2022 on inflationary environments in different time periods and different countries. Their question– when the rate of inflation rises above 5% annually, how long does it take for it to fall back to 2%? The Y axis here is in years, and the average is about 10 years. If you toss out countries in Southern Europe that took the longest, you&#39;re still looking at 6-12 years in many scenarios historically. The study only seems to go back to the late 1970s and early 1980s, but the post-WW2 inflationary bout didn&#39;t see US inflation return to 2% annually until 1949 (it then spiked again in the Korean War).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc7aa061961bd59cddb1425c17a84fa5\" tg-width=\"640\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/><span>History of Inflation (BofA)</span></p><p>This round of inflation started in early 2021, and inflation first breached our 5% threshold in May 2021. If inflation is down to 2% annually in 6 months like many in the market believe, it would be the fastest disinflation in modern history. If we take a relatively benign parallel from the early 1990s inflation bout, we&#39;d still be looking at 6 years.</p><p>To be fair, explicitly targeting 2% inflation has only been done since the Clinton years in the US, after successful trials in some other countries a few years before. But what history clearly demonstrates is that inflation is an ongoing process that does not go away on its own, and that even with best practice it sticks around for years. Otherwise, there would be all kinds of examples of transitory inflation in history that went away after a couple of years, and there aren&#39;t. Stocks and bonds are priced assuming that inflation comes down quickly and monetary policy stays rather loose, so if this is not the case then the market will need to adjust prices downward.</p><h2>Why Inflation Tends To Stick Around</h2><p>There are many reasons inflation tends to stick around. Some are mechanical, and some are more behavioral.</p><p>Mechanical reasons inflation sticks around are interesting, and we&#39;re about to see some of them kicking in now. The most famous is called a &#34;wage-price spiral&#34;, where demands for COL increases are met by companies, who pass on prices to customers, which makes the cost of living collectively go up more. Social Security COLA increases are another example of this. For 2023 Social Security is increasing by 8.7%. Social Security alone is 5-6% of GDP, so this increase alone will increase the 2023 money supply by about 0.5%. Behavioral reasons are interesting as well, we&#39;ve seen them in the housing and used car markets in recent years. When buyers buy so they can get in before prices go up even more, it causes prices to rise. This is also how asset bubbles get going, and it can work in reverse as well when the bubbles pop. Generally, businesses&#39; expectations of future inflation tend to correlate with future inflation, and even things like basic contracts get rewritten to add annual price increases.</p><p>Another reason that inflation tends to stick around is that central banks previously had a poor understanding of when inflation was truly beaten– like gardeners who simply trim weeds rather than pull the roots. In the 1970s, the Fed cut rates after inflation had superficially fallen, only to see it come back stronger than ever. Jerome Powell has repeatedly referenced this to push back against market expectations of rate cuts, but the market continues to defy him. What tends to happen is that the Fed will back off, the dollar weakens, interest rates fall, and stocks go up, all of which fuel inflation. This has all happened recently, with 10-year Treasury rates about 60 bps off their highs, the dollar down about 10% off its highs, and stocks rallying off of the lows. To this point, the rally in stocks and interest rates and the selloff in the dollar is putting upward pressure on inflation, leading to the possibility that the rally will soon be reversed. The most recent Fed minutes alluded to this, but the market still is ignoring what&#39;s right in front of it and continues to fight the Fed.</p><h2>Wage Inflation Is A Symptom Of A Messed-Up Economy, Not the Cause</h2><p>The market obviously got very excited about the nonfarm payrolls number on Friday, but the reaction was way overdone. If you look at wage growth over the past few years, it was never a key driver of inflation. Over the last 12 months, real earnings for workers are down about 3%. This is instructive. Economist Milton Freidman quipped that inflation was &#34;always and everywhere a monetary phenomenon,&#34; and while it&#39;s not 100% true, it&#39;s the best way of thinking about the current inflation. Big wage increases and strikes are not the main driver of inflation in and of themselves, but they&#39;re an inevitable result of pumping an excessive amount of money into the economy.</p><p>Just this morning, I woke up to an article that 7,000 New York City nurses are going on strike today. Some of this is healthcare industry-specific, but it follows strikes and contract renegotiations in places as far and wide as airlines, railroads, and dockworkers. The most recent nonfarm payrolls report shows a deceleration in wage gains, but the labor market continues to tighten, with payrolls rapidly outrunning population growth and the unemployment rate falling back to 3.5%. Wolf Richter took a deep dive into the payrolls report on his blog, but I thought I would share this graph to show that the weekly earnings numbers tend to be rather volatile.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1db2031e36040f948bc0224a811e2ce\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/><span>Average Weekly Earnings (Wolf Street)</span></p><p>The Fed&#39;s problem here in my mind is that price increases are outrunning wages, which in turn are outrunning productivity. This is totally backwards, and it is a clear warning against the idea that we&#39;re going to have an easy soft landing for the economy. A lot of the workers entering the &#34;labor force&#34; are self-employed gig workers who were getting W-2 jobs and getting big pay increases.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33432bf602922c1b347671bc5a06b6e7\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Labor force participation overall is well below pre-pandemic levels.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d710413c74c2882a7e6faf7e246bb9c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>And why are prices increasing faster than wages? Because consumers got a ton of stimulus money in 2021, and now are spending down savings and running up debt to continue to consume.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f4c28369cdefcc93149e87d8f5a330d\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Consumers have some cushion left from pandemic savings, but when it&#39;s gone, it&#39;s gone, and probably in Q2 or Q3. The savings number is even crazier than it looks because it doesn&#39;t take into account the resumption of student loans, but it does take into account the free money to millions of Americans who refinanced their mortgages to ultra-low rates.</p><p>The problem is debt, and that&#39;s how recessions always start. Middle and upper-middle-class people (and sometimes companies and governments) borrow too much money based on their expectations for the future, and when the future comes in below expectations they&#39;ve got too much debt service. Same thing here– ultra-low rates caused a boom in all kinds of borrowing– personal, corporate, and government, and a lot of that money was not invested productively but rather went into meme stocks, altcoins, single-family houses in the desert, or plain old conspicuous consumption.</p><p>The root cause of this inflation is massive government spending. The US ran deficits of 14.9% of GDP in 2020, 12.3% in 2021, and 5.5% in 2022. There are only two ways to deal with this, you either go to the private market and sell the debt at a market price, or you have your central bank print money to buy the debt, which almost always will lead to a bunch of inflation. This happens all the time in emerging markets, but the last congress in the US was the wildest spending congress in history. It never ends well. What&#39;s clear is that the new Congress is going to crack way down on spending. The optimistic way to view this is that Republicans are not going to make any more choices that lead to short-term benefits for long-term pain. The more cynical way to view it is that they have no incentive to spur the economy before the 2024 presidential election, so it&#39;s better to pull the plug now and let the inevitable recession happen on Biden&#39;s watch rather than their own.</p><h2>Where Will Stocks Go From Here?</h2><p>If the S&amp;P 500 breaks above 4,000, it&#39;ll officially be round 3 of pivot mania after the first round in July/August and the second round in October/November. Morgan Stanley&#39;s (MS) Mike Wilson has argued for the past few months that CPI will come in below expectations, but earnings and margins will be significantly worse than the market thinks, pushing the S&amp;P 500 to around 3000. Former Treasury Secretary Larry Summers has argued that the expectations for a low-inflation economy are too optimistic. Michael Burry has argued that the US will enter recession, leading to more stimulus and another huge inflation spike. However, if you look at history, the market tends to bottom well after the Fed starts cutting rates, sometimes over a year later (this implies stocks won&#39;t bottom until 2024).</p><p>The near-term direction of stocks will be heavily influenced by the CPI report this week. There are some forces pushing inflation down, such as the popping used car bubble and the popping housing bubble. However, there are also powerful forces pushing it up, such as a weakening dollar, renewed risk appetite for stocks, and yearly cost of living boosts that come this time of year.</p><p>The Cleveland Fed&#39;s econometric model is calling for CPI of 0.1% (cheaper gas!), but a stubbornly high core CPI of 0.48%. The Fed typically pays more attention to the core. The model traditionally outperforms professional forecasters but has come in low the past couple of months, largely due to a quirk in the way CPI calculates the cost of health insurance. If the Cleveland Fed is on the money about a 0.5% month-over-month inflation report, stocks are likely to take it very harshly. Conversely, an in-line number is likely to allow stocks to continue their latest rally. However, the Fed is concerned about loosening financial conditions, so any rally in stocks may be talked back down by Fed speakers, knowing in the back of their minds that the weaker dollar and decline in rates are likely to complicate their inflation fight. If CPI comes in hotter than expected, the Fed is likely to go 50 bps at their meeting at the end of the month, and if it comes in cooler, then 25 bps is more likely. The main debate at the Fed continues to be how much inflation is transitory and how much is entrenched because it affects how high interest rates will need to go. If you think half of core inflation (excluding food and energy) is transitory, the current Fed rate of 4.5% is about right under standard econometric models (the legitimate ones, not the ones politicians like to quote). This seems low though, and assuming one-third of inflation is transitory gets you a Fed funds rate of 5.5% or higher.</p><p>For an idea of how much stocks could fall, a 15x multiple is more typical for this type of high-rate environment, which would take the S&amp;P 500 to 3400 if earnings estimates hold up at $225 and to 2900 if they don&#39;t and fall to $195. For many highly valued tech stocks and the broad market, the prospect of more Fed tightening is terrible. But for US banks and brokerages like Truist (TFC), Bank of America, and Morgan Stanley, things look better. If you have a higher risk appetite, Canadian banks like Bank of Nova Scotia (BNS) and Bank of Montreal (BMO) have more yield but more downside exposure to a recession. Insurers are interesting as well because they benefit from higher yields on their premiums, some stocks like Prudential (PRU), Travelers (TRV), Allstate (ALL), and Tokio Marine (OTCPK:TKOMY) are the subject of some nice investor debate. For a one-fund solution for bullish investors, consider the <a href=\"https://laohu8.com/S/EMDI\">iShares</a> Small Cap S&amp;P 600 Fund (IJR).</p><h2>Key Takeaways</h2><ul><li>Investors are optimistic about Thursday&#39;s CPI report, but history and econometric models continue to suggest that inflation is not yet conquered. A hot CPI report is likely to be taken very harshly by markets.</li><li>If CPI is cooling because the economy is rolling over into recession, strategists like Morgan Stanley&#39;s Mike Wilson have suggested that investors may win the battle but lose the war in 2023.</li><li>With stocks trading for over 17x earnings while cash rates are expected to top 5%, investors aren&#39;t getting very good compensation for buying stocks–they can earn 5% risk-free.</li><li>Massive deficit spending was the key driver of the pandemic boom, but the current Republican House of Representatives is already signaling that it will put some serious pressure on government spending, while the Supreme Court is likely to dismantle the student loan pause. This could lead to a recession with little to no fiscal support. In the end, it would balance the economy and pop the asset bubbles, but the American consumer&#39;s record-spending run would be dead and gone.</li><li>If you&#39;re itching to buy stocks, I believe the financial sector is the best place to be sector-wise because of low valuations and the fact that earnings from financial stocks will benefit from interest rates being higher for longer than the market expects.</li></ul><p><i>This article is written by Logan Kane for reference only. Please note the risks.</i></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>SPY: Is December CPI Optimism Setting A Sneaky Bull Trap?</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\">\nSPY: Is December CPI Optimism Setting A Sneaky Bull Trap?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568794-spy-is-december-cpi-optimism-setting-a-sneaky-bull-trap><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEveryone seems to be taking a good CPI report this week as a given, but history suggests inflation tends to stick around for a while!The weakening dollar, falling yields, January pay increases,...</p>\n\n<a href=\"https://seekingalpha.com/article/4568794-spy-is-december-cpi-optimism-setting-a-sneaky-bull-trap\">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/4568794-spy-is-december-cpi-optimism-setting-a-sneaky-bull-trap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302082351","content_text":"SummaryEveryone seems to be taking a good CPI report this week as a given, but history suggests inflation tends to stick around for a while!The weakening dollar, falling yields, January pay increases, and fiscal cost-of-living adjustments will all push inflation up in the near term.My best guess is that inflation has another 12 months before monthly price rises are fully consistent with the Fed's 2% annual core inflation target.Even if CPI comes in soft, bears like Morgan Stanley's Michael Wilson have suggested that a weaker CPI will be accompanied by weaker earnings and weaker profit margins than expected.December CPI will be released on Thursday, January 12th at 8:30 AM Eastern Time.Markets cheered the nonfarm payrolls report on Friday, with the broad S&P 500 index (NYSEARCA:SPY) rising over 2% on the day, with a big follow through on Monday as of my writing this. It seems to me like another case of algorithms gone wild, as the move was preceded by a selloff the day before on the ADP payrolls number. These are small data points, but at stake are the larger questions of where the Fed is likely to take interest rates–and whether the U.S. economy will pull off a soft landing or descend into recession after the pandemic's money-printing binge. The marketis pricing in several rate cuts over the next 12-18 months, while the Fed has indicated they want to hike rates more. With the S&P 500 trading on the high end of its historical range at about 17.5x 2023 consensus earnings estimates of $225, the market needs to hit a parlay here. Highly valued stocks need a Fed pivot, and they need the pivot to come without an underlying collapse in earnings (i.e. a recession). This assumption will be getting a huge test this week with December CPI, released at 8:30 AM Eastern on Thursday. This data release will be key to understanding whether the current bear market in stocks will continue to grind lower or not. Markets may be overly complacent about CPI, with the optimism over CPI and the recent rally setting what could be a sneaky trap for investors.Data by YChartsIs Inflation Done? History Says Maybe NotStrategists at Bank of America (BAC) did a study in 2022 on inflationary environments in different time periods and different countries. Their question– when the rate of inflation rises above 5% annually, how long does it take for it to fall back to 2%? The Y axis here is in years, and the average is about 10 years. If you toss out countries in Southern Europe that took the longest, you're still looking at 6-12 years in many scenarios historically. The study only seems to go back to the late 1970s and early 1980s, but the post-WW2 inflationary bout didn't see US inflation return to 2% annually until 1949 (it then spiked again in the Korean War).History of Inflation (BofA)This round of inflation started in early 2021, and inflation first breached our 5% threshold in May 2021. If inflation is down to 2% annually in 6 months like many in the market believe, it would be the fastest disinflation in modern history. If we take a relatively benign parallel from the early 1990s inflation bout, we'd still be looking at 6 years.To be fair, explicitly targeting 2% inflation has only been done since the Clinton years in the US, after successful trials in some other countries a few years before. But what history clearly demonstrates is that inflation is an ongoing process that does not go away on its own, and that even with best practice it sticks around for years. Otherwise, there would be all kinds of examples of transitory inflation in history that went away after a couple of years, and there aren't. Stocks and bonds are priced assuming that inflation comes down quickly and monetary policy stays rather loose, so if this is not the case then the market will need to adjust prices downward.Why Inflation Tends To Stick AroundThere are many reasons inflation tends to stick around. Some are mechanical, and some are more behavioral.Mechanical reasons inflation sticks around are interesting, and we're about to see some of them kicking in now. The most famous is called a \"wage-price spiral\", where demands for COL increases are met by companies, who pass on prices to customers, which makes the cost of living collectively go up more. Social Security COLA increases are another example of this. For 2023 Social Security is increasing by 8.7%. Social Security alone is 5-6% of GDP, so this increase alone will increase the 2023 money supply by about 0.5%. Behavioral reasons are interesting as well, we've seen them in the housing and used car markets in recent years. When buyers buy so they can get in before prices go up even more, it causes prices to rise. This is also how asset bubbles get going, and it can work in reverse as well when the bubbles pop. Generally, businesses' expectations of future inflation tend to correlate with future inflation, and even things like basic contracts get rewritten to add annual price increases.Another reason that inflation tends to stick around is that central banks previously had a poor understanding of when inflation was truly beaten– like gardeners who simply trim weeds rather than pull the roots. In the 1970s, the Fed cut rates after inflation had superficially fallen, only to see it come back stronger than ever. Jerome Powell has repeatedly referenced this to push back against market expectations of rate cuts, but the market continues to defy him. What tends to happen is that the Fed will back off, the dollar weakens, interest rates fall, and stocks go up, all of which fuel inflation. This has all happened recently, with 10-year Treasury rates about 60 bps off their highs, the dollar down about 10% off its highs, and stocks rallying off of the lows. To this point, the rally in stocks and interest rates and the selloff in the dollar is putting upward pressure on inflation, leading to the possibility that the rally will soon be reversed. The most recent Fed minutes alluded to this, but the market still is ignoring what's right in front of it and continues to fight the Fed.Wage Inflation Is A Symptom Of A Messed-Up Economy, Not the CauseThe market obviously got very excited about the nonfarm payrolls number on Friday, but the reaction was way overdone. If you look at wage growth over the past few years, it was never a key driver of inflation. Over the last 12 months, real earnings for workers are down about 3%. This is instructive. Economist Milton Freidman quipped that inflation was \"always and everywhere a monetary phenomenon,\" and while it's not 100% true, it's the best way of thinking about the current inflation. Big wage increases and strikes are not the main driver of inflation in and of themselves, but they're an inevitable result of pumping an excessive amount of money into the economy.Just this morning, I woke up to an article that 7,000 New York City nurses are going on strike today. Some of this is healthcare industry-specific, but it follows strikes and contract renegotiations in places as far and wide as airlines, railroads, and dockworkers. The most recent nonfarm payrolls report shows a deceleration in wage gains, but the labor market continues to tighten, with payrolls rapidly outrunning population growth and the unemployment rate falling back to 3.5%. Wolf Richter took a deep dive into the payrolls report on his blog, but I thought I would share this graph to show that the weekly earnings numbers tend to be rather volatile.Average Weekly Earnings (Wolf Street)The Fed's problem here in my mind is that price increases are outrunning wages, which in turn are outrunning productivity. This is totally backwards, and it is a clear warning against the idea that we're going to have an easy soft landing for the economy. A lot of the workers entering the \"labor force\" are self-employed gig workers who were getting W-2 jobs and getting big pay increases.Data by YChartsLabor force participation overall is well below pre-pandemic levels.Data by YChartsAnd why are prices increasing faster than wages? Because consumers got a ton of stimulus money in 2021, and now are spending down savings and running up debt to continue to consume.Data by YChartsConsumers have some cushion left from pandemic savings, but when it's gone, it's gone, and probably in Q2 or Q3. The savings number is even crazier than it looks because it doesn't take into account the resumption of student loans, but it does take into account the free money to millions of Americans who refinanced their mortgages to ultra-low rates.The problem is debt, and that's how recessions always start. Middle and upper-middle-class people (and sometimes companies and governments) borrow too much money based on their expectations for the future, and when the future comes in below expectations they've got too much debt service. Same thing here– ultra-low rates caused a boom in all kinds of borrowing– personal, corporate, and government, and a lot of that money was not invested productively but rather went into meme stocks, altcoins, single-family houses in the desert, or plain old conspicuous consumption.The root cause of this inflation is massive government spending. The US ran deficits of 14.9% of GDP in 2020, 12.3% in 2021, and 5.5% in 2022. There are only two ways to deal with this, you either go to the private market and sell the debt at a market price, or you have your central bank print money to buy the debt, which almost always will lead to a bunch of inflation. This happens all the time in emerging markets, but the last congress in the US was the wildest spending congress in history. It never ends well. What's clear is that the new Congress is going to crack way down on spending. The optimistic way to view this is that Republicans are not going to make any more choices that lead to short-term benefits for long-term pain. The more cynical way to view it is that they have no incentive to spur the economy before the 2024 presidential election, so it's better to pull the plug now and let the inevitable recession happen on Biden's watch rather than their own.Where Will Stocks Go From Here?If the S&P 500 breaks above 4,000, it'll officially be round 3 of pivot mania after the first round in July/August and the second round in October/November. Morgan Stanley's (MS) Mike Wilson has argued for the past few months that CPI will come in below expectations, but earnings and margins will be significantly worse than the market thinks, pushing the S&P 500 to around 3000. Former Treasury Secretary Larry Summers has argued that the expectations for a low-inflation economy are too optimistic. Michael Burry has argued that the US will enter recession, leading to more stimulus and another huge inflation spike. However, if you look at history, the market tends to bottom well after the Fed starts cutting rates, sometimes over a year later (this implies stocks won't bottom until 2024).The near-term direction of stocks will be heavily influenced by the CPI report this week. There are some forces pushing inflation down, such as the popping used car bubble and the popping housing bubble. However, there are also powerful forces pushing it up, such as a weakening dollar, renewed risk appetite for stocks, and yearly cost of living boosts that come this time of year.The Cleveland Fed's econometric model is calling for CPI of 0.1% (cheaper gas!), but a stubbornly high core CPI of 0.48%. The Fed typically pays more attention to the core. The model traditionally outperforms professional forecasters but has come in low the past couple of months, largely due to a quirk in the way CPI calculates the cost of health insurance. If the Cleveland Fed is on the money about a 0.5% month-over-month inflation report, stocks are likely to take it very harshly. Conversely, an in-line number is likely to allow stocks to continue their latest rally. However, the Fed is concerned about loosening financial conditions, so any rally in stocks may be talked back down by Fed speakers, knowing in the back of their minds that the weaker dollar and decline in rates are likely to complicate their inflation fight. If CPI comes in hotter than expected, the Fed is likely to go 50 bps at their meeting at the end of the month, and if it comes in cooler, then 25 bps is more likely. The main debate at the Fed continues to be how much inflation is transitory and how much is entrenched because it affects how high interest rates will need to go. If you think half of core inflation (excluding food and energy) is transitory, the current Fed rate of 4.5% is about right under standard econometric models (the legitimate ones, not the ones politicians like to quote). This seems low though, and assuming one-third of inflation is transitory gets you a Fed funds rate of 5.5% or higher.For an idea of how much stocks could fall, a 15x multiple is more typical for this type of high-rate environment, which would take the S&P 500 to 3400 if earnings estimates hold up at $225 and to 2900 if they don't and fall to $195. For many highly valued tech stocks and the broad market, the prospect of more Fed tightening is terrible. But for US banks and brokerages like Truist (TFC), Bank of America, and Morgan Stanley, things look better. If you have a higher risk appetite, Canadian banks like Bank of Nova Scotia (BNS) and Bank of Montreal (BMO) have more yield but more downside exposure to a recession. Insurers are interesting as well because they benefit from higher yields on their premiums, some stocks like Prudential (PRU), Travelers (TRV), Allstate (ALL), and Tokio Marine (OTCPK:TKOMY) are the subject of some nice investor debate. For a one-fund solution for bullish investors, consider the iShares Small Cap S&P 600 Fund (IJR).Key TakeawaysInvestors are optimistic about Thursday's CPI report, but history and econometric models continue to suggest that inflation is not yet conquered. A hot CPI report is likely to be taken very harshly by markets.If CPI is cooling because the economy is rolling over into recession, strategists like Morgan Stanley's Mike Wilson have suggested that investors may win the battle but lose the war in 2023.With stocks trading for over 17x earnings while cash rates are expected to top 5%, investors aren't getting very good compensation for buying stocks–they can earn 5% risk-free.Massive deficit spending was the key driver of the pandemic boom, but the current Republican House of Representatives is already signaling that it will put some serious pressure on government spending, while the Supreme Court is likely to dismantle the student loan pause. This could lead to a recession with little to no fiscal support. In the end, it would balance the economy and pop the asset bubbles, but the American consumer's record-spending run would be dead and gone.If you're itching to buy stocks, I believe the financial sector is the best place to be sector-wise because of low valuations and the fact that earnings from financial stocks will benefit from interest rates being higher for longer than the market expects.This article is written by Logan Kane for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960658313,"gmtCreate":1668147853432,"gmtModify":1676538020772,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960658313","repostId":"1178544119","repostType":4,"repost":{"id":"1178544119","kind":"news","pubTimestamp":1668145895,"share":"https://ttm.financial/m/news/1178544119?lang=&edition=full_marsco","pubTime":"2022-11-11 13:51","market":"sh","language":"en","title":"China Eases Quarantine, Flight Bans in Covid Zero Pivot","url":"https://stock-news.laohu8.com/highlight/detail?id=1178544119","media":"Bloomberg","summary":"Move is biggest pullback in strict Covid Zero playbook yetChinese assets rose on news as investors h","content":"<html><head></head><body><ul><li>Move is biggest pullback in strict Covid Zero playbook yet</li><li>Chinese assets rose on news as investors hope for reopening</li></ul><p>China reduced the amount of time travelers and close contacts of infected people must spend in quarantine, a significant calibration of the Covid Zero policy.</p><p>Travelers into China will be required to spend five days in a hotel or government quarantine facility, followed by three days confined to home, according to a National Health Commission statement Friday. The current rules require 10 days quarantine in total, with a week in a hotel then three days at home.</p><p>The same shortened quarantine length will now also be applied to close contacts of infected people, minimizing the disruptive practice of contact-tracing that has seen millions thrown into centralized facilities when officials race to stamp out spread. Close contacts of close contacts will now no longer be identified, added the statement.</p><p>In a further boon to international travel links, a controversial system that penalizes airlines for bringing virus cases into the country will also be scrapped, the statement said.</p><p>Bloomberg News reported in October and November that officials were discussing these changes.</p><p>The suite of changes is the furthest-reaching overhaul of China’s virus approach since the pandemic began, and potentially marks the beginning of the country’s move to rejoin a world that’s living with the virus. Chinese stock gauges extended a rally on the news, while the yuan strengthened and commodities surged.</p><p>The Friday statement included a number of other eased guidelines: only one pre-departure PCR test will be required now for travelers attempting to enter China, down from two. And when faced with outbreaks, local officials are being asked to avoid city-wide mass testing, unless transmission chains are unclear.</p><p>The shift comes as China’s top leadership body issued instructions for a more targeted, decisive approach to Covid on Thursday, raising hopes that the country is pivoting away from a strategy that’s exacted an enormous social and economic toll.</p></body></html>","source":"lsy1584095487587","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>China Eases Quarantine, Flight Bans in Covid Zero Pivot</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\">\nChina Eases Quarantine, Flight Bans in Covid Zero Pivot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-11/china-eases-quarantine-rules-flight-bans-in-covid-zero-pivot><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Move is biggest pullback in strict Covid Zero playbook yetChinese assets rose on news as investors hope for reopeningChina reduced the amount of time travelers and close contacts of infected people ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-11/china-eases-quarantine-rules-flight-bans-in-covid-zero-pivot\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000001.SH":"上证指数","HSTECH":"恒生科技指数",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","HSI":"恒生指数",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-11/china-eases-quarantine-rules-flight-bans-in-covid-zero-pivot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178544119","content_text":"Move is biggest pullback in strict Covid Zero playbook yetChinese assets rose on news as investors hope for reopeningChina reduced the amount of time travelers and close contacts of infected people must spend in quarantine, a significant calibration of the Covid Zero policy.Travelers into China will be required to spend five days in a hotel or government quarantine facility, followed by three days confined to home, according to a National Health Commission statement Friday. The current rules require 10 days quarantine in total, with a week in a hotel then three days at home.The same shortened quarantine length will now also be applied to close contacts of infected people, minimizing the disruptive practice of contact-tracing that has seen millions thrown into centralized facilities when officials race to stamp out spread. Close contacts of close contacts will now no longer be identified, added the statement.In a further boon to international travel links, a controversial system that penalizes airlines for bringing virus cases into the country will also be scrapped, the statement said.Bloomberg News reported in October and November that officials were discussing these changes.The suite of changes is the furthest-reaching overhaul of China’s virus approach since the pandemic began, and potentially marks the beginning of the country’s move to rejoin a world that’s living with the virus. Chinese stock gauges extended a rally on the news, while the yuan strengthened and commodities surged.The Friday statement included a number of other eased guidelines: only one pre-departure PCR test will be required now for travelers attempting to enter China, down from two. And when faced with outbreaks, local officials are being asked to avoid city-wide mass testing, unless transmission chains are unclear.The shift comes as China’s top leadership body issued instructions for a more targeted, decisive approach to Covid on Thursday, raising hopes that the country is pivoting away from a strategy that’s exacted an enormous social and economic toll.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914254625,"gmtCreate":1665292568367,"gmtModify":1676537584030,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"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/9914254625","repostId":"1197842233","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934281366,"gmtCreate":1663255178656,"gmtModify":1676537237969,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"Will monitor&nbsp;","listText":"Will monitor&nbsp;","text":"Will monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9934281366","repostId":"1105919895","repostType":4,"repost":{"id":"1105919895","kind":"news","pubTimestamp":1663255268,"share":"https://ttm.financial/m/news/1105919895?lang=&edition=full_marsco","pubTime":"2022-09-15 23:21","market":"us","language":"en","title":"The Latest NIO Stock Surge Will Be Short-Lived","url":"https://stock-news.laohu8.com/highlight/detail?id=1105919895","media":"InvestorPlace","summary":"$Nio(NIO)$ stock back above $20 per share after analyst upgrades.Despite the renewed bullishness, shares in the China-based EV maker could easily give back these latest gains.Given the downside risk i","content":"<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/NIO\">Nio</a> stock back above $20 per share after analyst upgrades.</li><li>Despite the renewed bullishness, shares in the China-based EV maker could easily give back these latest gains.</li><li>Given the downside risk if Nio fails to deliver, you may not want to chase this recent rally.</li></ul><p>Despite mixed quarterly results, Nio (NYSE:NIO) stock has been on the rise following its Sept. 7 earnings release. The main factor behind this has been a spate of analyst upgrades for shares in the China-based electric vehicle (EV) maker.</p><p>Confidence is rising again that the company’s production ramp-up will result in a big jump in sales for the rest of 2022, and going into 2023. Yet before you decide to jump in, and chase its recent rally, it’s hardly a lock that results in the coming quarter will live up to today’s elevated hopes.</p><p>The ramp-up may still fail to produce results in line with expectations. This may cause the stock to give back recent gains. In the long term, Nio’s global expansion could also fall short of expectations. With high growth heavily priced in, it may not take much for today’s renewed bullishness to reverse.</p><h3>Why NIO Stock Has Surged Post-Earnings</h3><p>Nio may have beat on revenue for the second quarter, but the results were hardly much to get excited about. As expected, China’s pandemic shutdowns continued to decelerate growth, on a year-over-year basis, and especially on a sequential basis.</p><p>Even worse, the EV maker reported a higher-than-expected net loss. Compared to the prior year’s quarter, net losses per share were up 316.4%. Still, instead of reacting negatively to Q2 results, the market focused instead on the company’s outlook for Q3, which calls for a speeding back up of growth.</p><p>This resulted in a slight uptick for NIO stock right after earnings but analyst upgrades sent shares soaring. As InvestorPlace’s Eddie Pan reported Sep 12, two analysts (Deutsche Bank’s Edison Yu, and BofA’s Ming-Hsun Lee) have reiterated their “buy” ratings, and have upped their price targets.</p><p>Both analysts are bullish deliveries will re-accelerate considerably during Q4. This is due to a combination of the production ramp-up, plus Nio’s launch of new vehicle models. Yet while the situation may be improving, it may not be to the extent implied by the stock’s latest spike.</p><h3>How Its Latest Uptick Could Reverse</h3><p>As buzz returns to NIO stock, it may seem that now’s the time to buy, ahead of a continued comeback. Unfortunately, there’s a lot to suggest that its latest surge may be short-lived in nature. With its move back above $20 per share, the market has now priced in a possible growth re-acceleration as a near-certainty.</p><p>For the stock to keep moving higher, or at the very least avoid moving lower, Nio needs to both hit its own Q3 deliveries projection, plus hit Q4 numbers in line with the sell side’s expectations. Hitting its Q3 target may be attainable. Its monthly delivery numbers since June have come in above 10,000. Q4, though, may be a taller order.</p><p>In order to meet Edison Yu’s 2022 estimate, Nio needs to deliver 57,000 vehicles between October and December. That’s nearly double projected Q3 deliveries.</p><p>With increased production, new models, and Chinese government incentives, this may seem like a cinch. However, other factors, like China’s economic slowdown, could somewhat counter these positives.</p><p>In turn, causing delivery numbers for the months ahead to fall short of expectations. Even if it’s a near miss, it may cause the stock to give back its recent gains.</p><h3>The Verdict on NIO Stock</h3><p>Nio stock earns a D rating in my Portfolio Grader. Beyond pulling back in the short term, shares could also keep performing poorly in the coming years. Long-term bulls believe high growth will continue. Even as growth in its home market returns, they are confident international expansion will keep it in high-growth mode.</p><p>But only time will tell whether its first big expansion overseas (in Europe) proves successful. It may face greater competition in the China market. In Europe, it faces not just market leader Tesla (NASDAQ:TSLA), but competition from incumbent European luxury brands as well.</p><p>Failure in Europe may result in it scrapping its North American expansion plans. Without global expansion, it will be difficult for Nio to sustain, much less grow, its current valuation.</p><p>Given the downside risk of it failing to deliver in the coming quarter, you may not want to chase the recent NIO stock rally.</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>The Latest NIO Stock Surge Will Be Short-Lived</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 Latest NIO Stock Surge Will Be Short-Lived\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-15 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/beware-the-latest-nio-stock-surge-will-be-short-lived/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio stock back above $20 per share after analyst upgrades.Despite the renewed bullishness, shares in the China-based EV maker could easily give back these latest gains.Given the downside risk if Nio ...</p>\n\n<a href=\"https://investorplace.com/2022/09/beware-the-latest-nio-stock-surge-will-be-short-lived/\">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/2022/09/beware-the-latest-nio-stock-surge-will-be-short-lived/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105919895","content_text":"Nio stock back above $20 per share after analyst upgrades.Despite the renewed bullishness, shares in the China-based EV maker could easily give back these latest gains.Given the downside risk if Nio fails to deliver, you may not want to chase this recent rally.Despite mixed quarterly results, Nio (NYSE:NIO) stock has been on the rise following its Sept. 7 earnings release. The main factor behind this has been a spate of analyst upgrades for shares in the China-based electric vehicle (EV) maker.Confidence is rising again that the company’s production ramp-up will result in a big jump in sales for the rest of 2022, and going into 2023. Yet before you decide to jump in, and chase its recent rally, it’s hardly a lock that results in the coming quarter will live up to today’s elevated hopes.The ramp-up may still fail to produce results in line with expectations. This may cause the stock to give back recent gains. In the long term, Nio’s global expansion could also fall short of expectations. With high growth heavily priced in, it may not take much for today’s renewed bullishness to reverse.Why NIO Stock Has Surged Post-EarningsNio may have beat on revenue for the second quarter, but the results were hardly much to get excited about. As expected, China’s pandemic shutdowns continued to decelerate growth, on a year-over-year basis, and especially on a sequential basis.Even worse, the EV maker reported a higher-than-expected net loss. Compared to the prior year’s quarter, net losses per share were up 316.4%. Still, instead of reacting negatively to Q2 results, the market focused instead on the company’s outlook for Q3, which calls for a speeding back up of growth.This resulted in a slight uptick for NIO stock right after earnings but analyst upgrades sent shares soaring. As InvestorPlace’s Eddie Pan reported Sep 12, two analysts (Deutsche Bank’s Edison Yu, and BofA’s Ming-Hsun Lee) have reiterated their “buy” ratings, and have upped their price targets.Both analysts are bullish deliveries will re-accelerate considerably during Q4. This is due to a combination of the production ramp-up, plus Nio’s launch of new vehicle models. Yet while the situation may be improving, it may not be to the extent implied by the stock’s latest spike.How Its Latest Uptick Could ReverseAs buzz returns to NIO stock, it may seem that now’s the time to buy, ahead of a continued comeback. Unfortunately, there’s a lot to suggest that its latest surge may be short-lived in nature. With its move back above $20 per share, the market has now priced in a possible growth re-acceleration as a near-certainty.For the stock to keep moving higher, or at the very least avoid moving lower, Nio needs to both hit its own Q3 deliveries projection, plus hit Q4 numbers in line with the sell side’s expectations. Hitting its Q3 target may be attainable. Its monthly delivery numbers since June have come in above 10,000. Q4, though, may be a taller order.In order to meet Edison Yu’s 2022 estimate, Nio needs to deliver 57,000 vehicles between October and December. That’s nearly double projected Q3 deliveries.With increased production, new models, and Chinese government incentives, this may seem like a cinch. However, other factors, like China’s economic slowdown, could somewhat counter these positives.In turn, causing delivery numbers for the months ahead to fall short of expectations. Even if it’s a near miss, it may cause the stock to give back its recent gains.The Verdict on NIO StockNio stock earns a D rating in my Portfolio Grader. Beyond pulling back in the short term, shares could also keep performing poorly in the coming years. Long-term bulls believe high growth will continue. Even as growth in its home market returns, they are confident international expansion will keep it in high-growth mode.But only time will tell whether its first big expansion overseas (in Europe) proves successful. It may face greater competition in the China market. In Europe, it faces not just market leader Tesla (NASDAQ:TSLA), but competition from incumbent European luxury brands as well.Failure in Europe may result in it scrapping its North American expansion plans. Without global expansion, it will be difficult for Nio to sustain, much less grow, its current valuation.Given the downside risk of it failing to deliver in the coming quarter, you may not want to chase the recent NIO stock rally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934280557,"gmtCreate":1663254860780,"gmtModify":1676537237891,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9934280557","repostId":"2267526431","repostType":4,"repost":{"id":"2267526431","kind":"highlight","pubTimestamp":1663255388,"share":"https://ttm.financial/m/news/2267526431?lang=&edition=full_marsco","pubTime":"2022-09-15 23:23","market":"us","language":"en","title":"Warren Buffett Has Bought 8 New Stocks in 2022: Here's the Best of the Bunch","url":"https://stock-news.laohu8.com/highlight/detail?id=2267526431","media":"Motley Fool","summary":"Berkshire Hathaway has added eight new stock positions to its portfolio this year, but the most promising could be one of the smaller positions.","content":"<html><head></head><body><p><b>Berkshire Hathaway</b> has added eight new stocks to its portfolio in 2022, according to the company&#39;s SEC filings. Some are rather large positions that have received quite a bit of coverage, such as the massive stake in <b>Occidental Petroleum</b> (NYSE: OXY) that CEO Warren Buffett and his team have accumulated in just a few months. Berkshire&#39;s investments in <b>HP </b>(NYSE: HPQ) and <b>Citigroup</b> (NYSE: C) have also been discussed extensively in the investing community.</p><p>While these have been the headline investments Berkshire Hathaway has made during this year&#39;s market downturn, of the new stocks added to Berkshire&#39;s closely watched stock portfolio in 2022, my top pick is one that has largely flown under the radar.</p><h2>Here&#39;s my favorite out of Berkshire&#39;s newest stock positions</h2><p>In the first quarter of 2022, Berkshire Hathaway added just over 420,000 shares of specialty insurance company <b>Markel</b> to its portfolio. In the second quarter, Berkshire&#39;s stake was increased to 467,611 shares worth $605 million – roughly 3.5% of the company&#39;s outstanding shares.</p><p>To be sure, we don&#39;t know if Buffett himself was behind this move, or if one of his investment managers, Todd Combs or Ted Weschler, initiated the position in Markel. After all, when it comes to investments in the tens of billions of dollars, we can be quite sure Buffett had personal involvement, but for Berkshire&#39;s standards, a $600 million investment is small and could have come from one of the others.</p><p>Having said that, Markel is a perfect fit for Buffett&#39;s investment style. For one thing, Buffett <i>loves</i> insurance. Berkshire Hathaway itself is an insurance company at heart, with Buffett having built Berkshire into its current state by using the float from GEICO and Berkshire&#39;s other insurance operations to acquire businesses and common stocks.</p><p>Buffett also loves companies that operate in profitable niches, and Markel certainly qualifies. Markel primarily operates in the specialty insurance business (known as excess and surplus in insurance terms), and has an excellent track record of underwriting profitability.</p><h2>A mini-Berkshire with a key advantage</h2><p>Perhaps most significantly, Markel is one of the few insurance companies in the world that uses Buffett&#39;s approach to its investment strategy.</p><p>If you&#39;re not familiar, insurance companies make their money in two main ways – underwriting and investing. On the underwriting side, Markel&#39;s combined ratio, which is its operating expenses plus claims paid as a percentage of premiums collected, has averaged 95.5% over the past 10 years. This means that Markel&#39; underwriting profit margin has been 4.5%.</p><p>This may sound low, but underwriting is typically a secondary source of profits for insurers. The bulk of most insurance companies&#39; profits comes from investing the float, or the premiums collected but not yet paid out for claims.</p><p>In most cases, insurers invest their float into safe income-generating instruments, such as Treasury securities and corporate bonds. But Markel and Berkshire both take a different approach by investing in businesses and stocks.</p><p>Markel invests in businesses through its Markel Ventures division and owns a portfolio of stocks worth about $7 billion. And in the ultimate sign of mutual respect, Markel&#39;s largest stock position is none other than Berkshire Hathaway. Other top positions include <b>Brookfield Asset Management</b> (NYSE: BAM), <b>Alphabet </b>(NASDAQ: GOOG)(NASDAQ: GOOGL), and <b>Home Depot</b> (NYSE: HD), just to name a few.</p><p>Markel actually has one big advantage over Berkshire Hathaway when it comes to its investing strategy – its size. This is especially true on the Markel Ventures side of the business, which invests primarily in early stage businesses that are too small to move the needle for Berkshire.</p><h2>A near-perfect fit for Berkshire&#39;s portfolio</h2><p>In a nutshell, Markel uses a very similar business model to Berkshire Hathaway, but is in a significantly earlier stage of building out its non-insurance investment portfolio. If management can continue to execute on its investment strategy, this is a high-potential business that could generate market-beating returns for decades to come.</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>Warren Buffett Has Bought 8 New Stocks in 2022: Here's the Best of the Bunch</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 Has Bought 8 New Stocks in 2022: Here's the Best of the Bunch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-15 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/14/warren-buffett-has-bought-8-new-stocks-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway has added eight new stocks to its portfolio in 2022, according to the company's SEC filings. Some are rather large positions that have received quite a bit of coverage, such as the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/14/warren-buffett-has-bought-8-new-stocks-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HD":"家得宝","MKL":"Markel Corp","BAM":"布鲁克菲尔德资产管理","OXY":"西方石油","C":"花旗","HPQ":"惠普","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/09/14/warren-buffett-has-bought-8-new-stocks-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267526431","content_text":"Berkshire Hathaway has added eight new stocks to its portfolio in 2022, according to the company's SEC filings. Some are rather large positions that have received quite a bit of coverage, such as the massive stake in Occidental Petroleum (NYSE: OXY) that CEO Warren Buffett and his team have accumulated in just a few months. Berkshire's investments in HP (NYSE: HPQ) and Citigroup (NYSE: C) have also been discussed extensively in the investing community.While these have been the headline investments Berkshire Hathaway has made during this year's market downturn, of the new stocks added to Berkshire's closely watched stock portfolio in 2022, my top pick is one that has largely flown under the radar.Here's my favorite out of Berkshire's newest stock positionsIn the first quarter of 2022, Berkshire Hathaway added just over 420,000 shares of specialty insurance company Markel to its portfolio. In the second quarter, Berkshire's stake was increased to 467,611 shares worth $605 million – roughly 3.5% of the company's outstanding shares.To be sure, we don't know if Buffett himself was behind this move, or if one of his investment managers, Todd Combs or Ted Weschler, initiated the position in Markel. After all, when it comes to investments in the tens of billions of dollars, we can be quite sure Buffett had personal involvement, but for Berkshire's standards, a $600 million investment is small and could have come from one of the others.Having said that, Markel is a perfect fit for Buffett's investment style. For one thing, Buffett loves insurance. Berkshire Hathaway itself is an insurance company at heart, with Buffett having built Berkshire into its current state by using the float from GEICO and Berkshire's other insurance operations to acquire businesses and common stocks.Buffett also loves companies that operate in profitable niches, and Markel certainly qualifies. Markel primarily operates in the specialty insurance business (known as excess and surplus in insurance terms), and has an excellent track record of underwriting profitability.A mini-Berkshire with a key advantagePerhaps most significantly, Markel is one of the few insurance companies in the world that uses Buffett's approach to its investment strategy.If you're not familiar, insurance companies make their money in two main ways – underwriting and investing. On the underwriting side, Markel's combined ratio, which is its operating expenses plus claims paid as a percentage of premiums collected, has averaged 95.5% over the past 10 years. This means that Markel' underwriting profit margin has been 4.5%.This may sound low, but underwriting is typically a secondary source of profits for insurers. The bulk of most insurance companies' profits comes from investing the float, or the premiums collected but not yet paid out for claims.In most cases, insurers invest their float into safe income-generating instruments, such as Treasury securities and corporate bonds. But Markel and Berkshire both take a different approach by investing in businesses and stocks.Markel invests in businesses through its Markel Ventures division and owns a portfolio of stocks worth about $7 billion. And in the ultimate sign of mutual respect, Markel's largest stock position is none other than Berkshire Hathaway. Other top positions include Brookfield Asset Management (NYSE: BAM), Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL), and Home Depot (NYSE: HD), just to name a few.Markel actually has one big advantage over Berkshire Hathaway when it comes to its investing strategy – its size. This is especially true on the Markel Ventures side of the business, which invests primarily in early stage businesses that are too small to move the needle for Berkshire.A near-perfect fit for Berkshire's portfolioIn a nutshell, Markel uses a very similar business model to Berkshire Hathaway, but is in a significantly earlier stage of building out its non-insurance investment portfolio. If management can continue to execute on its investment strategy, this is a high-potential business that could generate market-beating returns for decades to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904279931,"gmtCreate":1660060555226,"gmtModify":1703477445636,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9904279931","repostId":"1146749001","repostType":2,"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966994107,"gmtCreate":1669371204809,"gmtModify":1676538190179,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966994107","repostId":"2285389313","repostType":4,"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914891459,"gmtCreate":1665219946271,"gmtModify":1676537575173,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112410321254552","idStr":"4112410321254552"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914891459","repostId":"2273833362","repostType":4,"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}