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eddieycs
eddieycs
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2021-06-21
Oh noooo
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eddieycs
eddieycs
·
2021-04-29
Love it!
Qualcomm rose nearly 5% in premarket trading
Qualcomm rose nearly 5% in premarket trading, and Q2 net profit increased by 276% year-on-year to US
Qualcomm rose nearly 5% in premarket trading
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eddieycs
eddieycs
·
2021-04-29
Please like n comment
Qualcomm revenue pops 52% on strong smartphone demand
KEY POINTS Qualcomm raised its guidance for handset shipments this year. The chipmaker beat on the
Qualcomm revenue pops 52% on strong smartphone demand
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eddieycs
eddieycs
·
2021-04-16
Wow wow wow
$544 Billion In Options Expire Today: Here's What Will Move
While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire
$544 Billion In Options Expire Today: Here's What Will Move
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eddieycs
eddieycs
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2021-04-15
Bad news.... Bring back the bull!! Please like
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eddieycs
eddieycs
·
2021-04-08
Nice nice nice
US STOCKS-S&P closes slightly higher after Fed minutes feed stable rate view
Prison operator GEO tumbles on dividend suspension"Some time" before substantial progress seen on go
US STOCKS-S&P closes slightly higher after Fed minutes feed stable rate view
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eddieycs
eddieycs
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2021-04-07
Please like
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eddieycs
eddieycs
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2021-03-16
Buy or bye???
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eddieycs
eddieycs
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2021-03-09
Lovely article
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eddieycs
eddieycs
·
2021-03-08
Discounted!
Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon
Worries over accelerating inflation will persist this year, giving investors a buying opportunity wh
Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon
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","text":"Love it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/109860400","repostId":"1174234854","repostType":4,"repost":{"id":"1174234854","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":1619683667,"share":"https://ttm.financial/m/news/1174234854?lang=&edition=fundamental","pubTime":"2021-04-29 16:07","market":"us","language":"en","title":"Qualcomm rose nearly 5% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1174234854","media":"Tiger Newspress","summary":"Qualcomm rose nearly 5% in premarket trading, and Q2 net profit increased by 276% year-on-year to US","content":"<p>Qualcomm rose nearly 5% in premarket trading, and Q2 net profit increased by 276% year-on-year to US$1.762 billion.</p><p><img src=\"https://static.tigerbbs.com/772cd119bdfddde9ddd4a4b25f3fb9ef\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><b>Qualcomm fiscal Q2 earnings beat, Q3 revenue guidance comes in slightly soft</b></p><p>Qualcomm(NASDAQ:QCOM)fiscal Q2 revenueof $7.94B increases 52% Y/Y, beating the consensus of $7.62B.</p><p>Non-GAAP EPS for the quarter ended March 28, 2021 rose 116% Y/Y to $1.90, easily exceeding the consensus estimate of $1.67.</p><p>QCT revenue of $6.28B, up 53% Y/Y, vs. consensus of $6.2B; handsets revenue of $4.07B, up 53%; RF front-end revenue of $903M, up 39%; automotive revenue of $240M, up 40%; and IoT revenue of $1.07B, up 71%.</p><p>QTL sales of $1.61B, up 51% Y/Y, vs. consensus of $1.35B.</p><p><b>Sees Q3 revenue</b>of $7.1B-$7.9B vs. consensus of $7.13B and non-GAAP EPS of $1.55-$1.75, higher than the $1.52 consensus estimate.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm rose nearly 5% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm rose nearly 5% in premarket 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\">2021-04-29 16:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Qualcomm rose nearly 5% in premarket trading, and Q2 net profit increased by 276% year-on-year to US$1.762 billion.</p><p><img src=\"https://static.tigerbbs.com/772cd119bdfddde9ddd4a4b25f3fb9ef\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><b>Qualcomm fiscal Q2 earnings beat, Q3 revenue guidance comes in slightly soft</b></p><p>Qualcomm(NASDAQ:QCOM)fiscal Q2 revenueof $7.94B increases 52% Y/Y, beating the consensus of $7.62B.</p><p>Non-GAAP EPS for the quarter ended March 28, 2021 rose 116% Y/Y to $1.90, easily exceeding the consensus estimate of $1.67.</p><p>QCT revenue of $6.28B, up 53% Y/Y, vs. consensus of $6.2B; handsets revenue of $4.07B, up 53%; RF front-end revenue of $903M, up 39%; automotive revenue of $240M, up 40%; and IoT revenue of $1.07B, up 71%.</p><p>QTL sales of $1.61B, up 51% Y/Y, vs. consensus of $1.35B.</p><p><b>Sees Q3 revenue</b>of $7.1B-$7.9B vs. consensus of $7.13B and non-GAAP EPS of $1.55-$1.75, higher than the $1.52 consensus estimate.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174234854","content_text":"Qualcomm rose nearly 5% in premarket trading, and Q2 net profit increased by 276% year-on-year to US$1.762 billion.Qualcomm fiscal Q2 earnings beat, Q3 revenue guidance comes in slightly softQualcomm(NASDAQ:QCOM)fiscal Q2 revenueof $7.94B increases 52% Y/Y, beating the consensus of $7.62B.Non-GAAP EPS for the quarter ended March 28, 2021 rose 116% Y/Y to $1.90, easily exceeding the consensus estimate of $1.67.QCT revenue of $6.28B, up 53% Y/Y, vs. consensus of $6.2B; handsets revenue of $4.07B, up 53%; RF front-end revenue of $903M, up 39%; automotive revenue of $240M, up 40%; and IoT revenue of $1.07B, up 71%.QTL sales of $1.61B, up 51% Y/Y, vs. consensus of $1.35B.Sees Q3 revenueof $7.1B-$7.9B vs. consensus of $7.13B and non-GAAP EPS of $1.55-$1.75, higher than the $1.52 consensus estimate.","news_type":1,"symbols_score_info":{"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":3029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100741004,"gmtCreate":1619652639108,"gmtModify":1704727311307,"author":{"id":"3555304199872693","authorId":"3555304199872693","name":"eddieycs","avatar":"https://static.tigerbbs.com/367989630e5cd2e423956fe6e5caf819","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555304199872693","idStr":"3555304199872693"},"themes":[],"htmlText":"Please like n comment","listText":"Please like n comment","text":"Please like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/100741004","repostId":"1128956391","repostType":4,"repost":{"id":"1128956391","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":1619652261,"share":"https://ttm.financial/m/news/1128956391?lang=&edition=fundamental","pubTime":"2021-04-29 07:24","market":"us","language":"en","title":"Qualcomm revenue pops 52% on strong smartphone demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1128956391","media":"Tiger Newspress","summary":"KEY POINTS\n\nQualcomm raised its guidance for handset shipments this year.\nThe chipmaker beat on the ","content":"<p><b>KEY POINTS</b></p>\n<ul>\n <li>Qualcomm raised its guidance for handset shipments this year.</li>\n <li>The chipmaker beat on the top and bottom lines, along with quarterly guidance.</li>\n</ul>\n<p>Qualcomm shares rose as much as 5.2% in extended trading on Wednesday after the chipmaker reported fiscal second-quarter earnings that exceeded analysts’ estimates.</p>\n<p><img src=\"https://static.tigerbbs.com/30bb1602abfa262526c90e552358aaec\" tg-width=\"1302\" tg-height=\"833\"></p>\n<p>Here’s how the company did:</p>\n<ul>\n <li><b>Earnings:</b>$1.90 per share, adjusted, vs. $1.67 per share as expected by analysts, according to Refinitiv</li>\n <li><b>Revenue:</b>$7.93 billion vs. $7.62 billion as expected by analysts, according to Refinitiv</li>\n</ul>\n<p>Revenue grew 52% on an annualized basis in the quarter, which ended on March 28, according to a statement. Lower phone demand because of the coronavirus in the year-ago quarter made for faster growth than usual. Strong handset shipments in China also lifted results, Akash Palkhiwala, the company’s finance chief, said on a conference call with analysts. In the previous quarter, revenue grew 63%.</p>\n<p>The company’s profitable Qualcomm Technology Licensing segment, which includes mobile handset patent royalties, contributed $1.61 billion in revenue, which was up 51% and above the $1.35 billion consensus among analysts surveyed by FactSet.</p>\n<p>Qualcomm derives much of its revenue from handset chips, and the deployment of 5G networks creates a growth opportunity for the company, particularly as the economy reopens and people begin to travel more.</p>\n<p>Handset revenue, at $4.07 billion, grew 53%, although analysts polled by FactSet had expected $4.23 billion. The larger Qualcomm CDMA Technologies Segment, which includes handsets as well as radio frequency front end, internet of things and automotive components, came up with $6.28 billion in revenue, surpassing the $6.26 billion FactSet consensus. The company raised its guidance for 3G, 4G and 5G handset shipments in 2021.</p>\n<p>Some of that growth should strengthen Qualcomm’s next quarter. Qualcomm called for fiscal third-quarter adjusted earnings of $1.55 to $1.75 per share on $7.1 billion to $7.9 billion in revenue. Analysts polled by Refinitiv had expected $1.52 in adjusted earnings per share on $7.11 billion in revenue.</p>\n<p>In the fiscal second quarter Qualcommacquiredchip start-up Nuvia for $1.4 billion before working capital and other adjustments, and Qualcommsaidthat on June 30 Cristiano Amon, its president, will replace current CEO Steve Mollenkopf.</p>\n<p>“Despite the industry-wide semiconductor supply shortage, we’re utilizing our scale and working across our entire global supply chain to maximize our ability to capture this opportunity,” Amon said. “We expect material improvements by the end of the calendar year due to planned capacity builds and multi-sourcing initiatives.” Supply conditions will improve at the end of the year, he said.</p>\n<p>Notwithstanding the after-hours move, Qualcomm stock is down 10% since the start of the year, compared with a roughly 12% gain in the S&P 500 index over the same period.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm revenue pops 52% on strong smartphone demand</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\">\nQualcomm revenue pops 52% on strong smartphone demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-29 07:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>KEY POINTS</b></p>\n<ul>\n <li>Qualcomm raised its guidance for handset shipments this year.</li>\n <li>The chipmaker beat on the top and bottom lines, along with quarterly guidance.</li>\n</ul>\n<p>Qualcomm shares rose as much as 5.2% in extended trading on Wednesday after the chipmaker reported fiscal second-quarter earnings that exceeded analysts’ estimates.</p>\n<p><img src=\"https://static.tigerbbs.com/30bb1602abfa262526c90e552358aaec\" tg-width=\"1302\" tg-height=\"833\"></p>\n<p>Here’s how the company did:</p>\n<ul>\n <li><b>Earnings:</b>$1.90 per share, adjusted, vs. $1.67 per share as expected by analysts, according to Refinitiv</li>\n <li><b>Revenue:</b>$7.93 billion vs. $7.62 billion as expected by analysts, according to Refinitiv</li>\n</ul>\n<p>Revenue grew 52% on an annualized basis in the quarter, which ended on March 28, according to a statement. Lower phone demand because of the coronavirus in the year-ago quarter made for faster growth than usual. Strong handset shipments in China also lifted results, Akash Palkhiwala, the company’s finance chief, said on a conference call with analysts. In the previous quarter, revenue grew 63%.</p>\n<p>The company’s profitable Qualcomm Technology Licensing segment, which includes mobile handset patent royalties, contributed $1.61 billion in revenue, which was up 51% and above the $1.35 billion consensus among analysts surveyed by FactSet.</p>\n<p>Qualcomm derives much of its revenue from handset chips, and the deployment of 5G networks creates a growth opportunity for the company, particularly as the economy reopens and people begin to travel more.</p>\n<p>Handset revenue, at $4.07 billion, grew 53%, although analysts polled by FactSet had expected $4.23 billion. The larger Qualcomm CDMA Technologies Segment, which includes handsets as well as radio frequency front end, internet of things and automotive components, came up with $6.28 billion in revenue, surpassing the $6.26 billion FactSet consensus. The company raised its guidance for 3G, 4G and 5G handset shipments in 2021.</p>\n<p>Some of that growth should strengthen Qualcomm’s next quarter. Qualcomm called for fiscal third-quarter adjusted earnings of $1.55 to $1.75 per share on $7.1 billion to $7.9 billion in revenue. Analysts polled by Refinitiv had expected $1.52 in adjusted earnings per share on $7.11 billion in revenue.</p>\n<p>In the fiscal second quarter Qualcommacquiredchip start-up Nuvia for $1.4 billion before working capital and other adjustments, and Qualcommsaidthat on June 30 Cristiano Amon, its president, will replace current CEO Steve Mollenkopf.</p>\n<p>“Despite the industry-wide semiconductor supply shortage, we’re utilizing our scale and working across our entire global supply chain to maximize our ability to capture this opportunity,” Amon said. “We expect material improvements by the end of the calendar year due to planned capacity builds and multi-sourcing initiatives.” Supply conditions will improve at the end of the year, he said.</p>\n<p>Notwithstanding the after-hours move, Qualcomm stock is down 10% since the start of the year, compared with a roughly 12% gain in the S&P 500 index over the same period.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128956391","content_text":"KEY POINTS\n\nQualcomm raised its guidance for handset shipments this year.\nThe chipmaker beat on the top and bottom lines, along with quarterly guidance.\n\nQualcomm shares rose as much as 5.2% in extended trading on Wednesday after the chipmaker reported fiscal second-quarter earnings that exceeded analysts’ estimates.\n\nHere’s how the company did:\n\nEarnings:$1.90 per share, adjusted, vs. $1.67 per share as expected by analysts, according to Refinitiv\nRevenue:$7.93 billion vs. $7.62 billion as expected by analysts, according to Refinitiv\n\nRevenue grew 52% on an annualized basis in the quarter, which ended on March 28, according to a statement. Lower phone demand because of the coronavirus in the year-ago quarter made for faster growth than usual. Strong handset shipments in China also lifted results, Akash Palkhiwala, the company’s finance chief, said on a conference call with analysts. In the previous quarter, revenue grew 63%.\nThe company’s profitable Qualcomm Technology Licensing segment, which includes mobile handset patent royalties, contributed $1.61 billion in revenue, which was up 51% and above the $1.35 billion consensus among analysts surveyed by FactSet.\nQualcomm derives much of its revenue from handset chips, and the deployment of 5G networks creates a growth opportunity for the company, particularly as the economy reopens and people begin to travel more.\nHandset revenue, at $4.07 billion, grew 53%, although analysts polled by FactSet had expected $4.23 billion. The larger Qualcomm CDMA Technologies Segment, which includes handsets as well as radio frequency front end, internet of things and automotive components, came up with $6.28 billion in revenue, surpassing the $6.26 billion FactSet consensus. The company raised its guidance for 3G, 4G and 5G handset shipments in 2021.\nSome of that growth should strengthen Qualcomm’s next quarter. Qualcomm called for fiscal third-quarter adjusted earnings of $1.55 to $1.75 per share on $7.1 billion to $7.9 billion in revenue. Analysts polled by Refinitiv had expected $1.52 in adjusted earnings per share on $7.11 billion in revenue.\nIn the fiscal second quarter Qualcommacquiredchip start-up Nuvia for $1.4 billion before working capital and other adjustments, and Qualcommsaidthat on June 30 Cristiano Amon, its president, will replace current CEO Steve Mollenkopf.\n“Despite the industry-wide semiconductor supply shortage, we’re utilizing our scale and working across our entire global supply chain to maximize our ability to capture this opportunity,” Amon said. “We expect material improvements by the end of the calendar year due to planned capacity builds and multi-sourcing initiatives.” Supply conditions will improve at the end of the year, he said.\nNotwithstanding the after-hours move, Qualcomm stock is down 10% since the start of the year, compared with a roughly 12% gain in the S&P 500 index over the same period.","news_type":1,"symbols_score_info":{"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":2546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370212003,"gmtCreate":1618585853002,"gmtModify":1704713172009,"author":{"id":"3555304199872693","authorId":"3555304199872693","name":"eddieycs","avatar":"https://static.tigerbbs.com/367989630e5cd2e423956fe6e5caf819","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555304199872693","idStr":"3555304199872693"},"themes":[],"htmlText":"Wow wow wow","listText":"Wow wow wow","text":"Wow wow wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/370212003","repostId":"1175692875","repostType":4,"repost":{"id":"1175692875","kind":"news","pubTimestamp":1618582708,"share":"https://ttm.financial/m/news/1175692875?lang=&edition=fundamental","pubTime":"2021-04-16 22:18","market":"us","language":"en","title":"$544 Billion In Options Expire Today: Here's What Will Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1175692875","media":"zerohedge","summary":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire","content":"<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p>How to trade this?</p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX (i.e. implied volatility) reversed.</b></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><blockquote>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b></blockquote><p>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower. Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism. Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>$544 Billion In Options Expire Today: Here's What Will Move</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\">\n$544 Billion In Options Expire Today: Here's What Will Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 22:18 GMT+8 <a href=https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175692875","content_text":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.How to trade this?As Goldman's Vishal Vivek writes, at major expirations, options traders track situations wherea large amount of open interest is set to expire.In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX (i.e. implied volatility) reversed.And one other curious observation from SpotGamma:When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower. Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism. Additionally, gamma is higher when IV is lower so gamma flips may have more juice.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347331160,"gmtCreate":1618463358150,"gmtModify":1704711222785,"author":{"id":"3555304199872693","authorId":"3555304199872693","name":"eddieycs","avatar":"https://static.tigerbbs.com/367989630e5cd2e423956fe6e5caf819","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555304199872693","idStr":"3555304199872693"},"themes":[],"htmlText":"Bad news.... Bring back the bull!! Please like","listText":"Bad news.... Bring back the bull!! Please like","text":"Bad news.... Bring back the bull!! Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347331160","repostId":"1189551384","repostType":4,"isVote":1,"tweetType":1,"viewCount":2121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341715100,"gmtCreate":1617855573400,"gmtModify":1704703994373,"author":{"id":"3555304199872693","authorId":"3555304199872693","name":"eddieycs","avatar":"https://static.tigerbbs.com/367989630e5cd2e423956fe6e5caf819","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555304199872693","idStr":"3555304199872693"},"themes":[],"htmlText":"Nice nice nice","listText":"Nice nice nice","text":"Nice nice nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/341715100","repostId":"2125726223","repostType":4,"repost":{"id":"2125726223","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":1617826841,"share":"https://ttm.financial/m/news/2125726223?lang=&edition=fundamental","pubTime":"2021-04-08 04:20","market":"us","language":"en","title":"US STOCKS-S&P closes slightly higher after Fed minutes feed stable rate view","url":"https://stock-news.laohu8.com/highlight/detail?id=2125726223","media":"Reuters","summary":"Prison operator GEO tumbles on dividend suspension\"Some time\" before substantial progress seen on go","content":"<ul><li>Prison operator GEO tumbles on dividend suspension</li><li>\"Some time\" before substantial progress seen on goals - Fed</li><li>Growth stocks outperform value</li><li>Dow up 0.05%, S&P 500 up 0.15%, Nasdaq down 0.07%</li></ul><p>NEW YORK, April 7 (Reuters) - Major averages hovered near unchanged on Wednesday, with the S&P 500 closing up slightly after the Federal Reserve released minutes from its most recent meeting that reinforced the U.S. central bank's position to remain patient before raising rates.</p><p>The major indexes held near unchanged for most of the day but the S&P 500 briefly climbed to a session high after the minutes, in which Fed officials said it would likely take \"some time\" for substantial further progress on goals of maximum employment and stable prices.</p><p>The gains were minor and short-lived. Many market participants question whether the Fed will hold off so long on a rate hike.</p><p>\"We thought we were going to get something new from the minutes of the Fed meeting, we were oddly mistaken on that <a href=\"https://laohu8.com/S/AONE\">one</a>,\" said Art Hogan, chief market strategist at National Securities in New York.</p><p>\"The Fed has been more transparent all of this year about where they stand and they really are not budging from that stance.\"</p><p>The yield on the benchmark 10-year U.S. Treasury note</p><p>moved higher late in the session, yet remained below a 14-month high of 1.776% hit on March 30. The recent pullback in yields has helped growth names and lifted technology</p><p>and communication services stocks as the best performing sectors on the day.</p><p>The Dow Jones Industrial Average rose 16.02 points, or 0.05%, to 33,446.26, the S&P 500 gained 6.01 points, or 0.15%, to 4,079.95 and the Nasdaq Composite dropped 9.54 points, or 0.07%, to 13,688.84.</p><p>Value stocks, which include economically sensitive sectors such as materials and industrials , maintain a strong lead this year over their growth counterparts, dominantly tech-related firms.</p><p>However, a resurgence in demand for tech stocks in recent sessions amid renewed restrictions in Canada and parts of Europe has raised questions over the longevity of the value trade.</p><p>Growth stocks, up 0.28%, outperformed value shares, which were down 0.16% during the session.</p><p>The upcoming earnings season and progress in a multitrillion-dollar infrastructure proposal could decide Wall Street's path forward.</p><p>Analysts have raised expectations for first-quarter S&P 500 earnings increase to 24.2%, according to Refinitiv IBES data as of April 1, versus 21% forecast on Feb. 5.</p><p>But the sharp run up in earnings expectations could leave the market primed for disappointment.</p><p>JPMorgan Chase & Co Chief Executive Officer Jamie Dimon said the United States could be in store for an economic boom through 2023 if more adults get vaccinated and federal spending continues.</p><p>Prison operator GEO Group fell 20.38% after suspending quarterly dividend payments.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.38-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p><p>The S&P 500 posted 32 new 52-week highs and no new lows; the Nasdaq Composite recorded 63 new highs and 34 new lows.</p><p>Volume on U.S. exchanges was 9.41 billion shares, the third straight session marking the lowest daily volume of the year, compared with the 12.16 billion average for the full session over the last 20 trading days.</p><p>(Reporting by Chuck Mikolajczak; Editing by David Gregorio)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P closes slightly higher after Fed minutes feed stable rate view</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-S&P closes slightly higher after Fed minutes feed stable rate view\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-08 04:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul><li>Prison operator GEO tumbles on dividend suspension</li><li>\"Some time\" before substantial progress seen on goals - Fed</li><li>Growth stocks outperform value</li><li>Dow up 0.05%, S&P 500 up 0.15%, Nasdaq down 0.07%</li></ul><p>NEW YORK, April 7 (Reuters) - Major averages hovered near unchanged on Wednesday, with the S&P 500 closing up slightly after the Federal Reserve released minutes from its most recent meeting that reinforced the U.S. central bank's position to remain patient before raising rates.</p><p>The major indexes held near unchanged for most of the day but the S&P 500 briefly climbed to a session high after the minutes, in which Fed officials said it would likely take \"some time\" for substantial further progress on goals of maximum employment and stable prices.</p><p>The gains were minor and short-lived. Many market participants question whether the Fed will hold off so long on a rate hike.</p><p>\"We thought we were going to get something new from the minutes of the Fed meeting, we were oddly mistaken on that <a href=\"https://laohu8.com/S/AONE\">one</a>,\" said Art Hogan, chief market strategist at National Securities in New York.</p><p>\"The Fed has been more transparent all of this year about where they stand and they really are not budging from that stance.\"</p><p>The yield on the benchmark 10-year U.S. Treasury note</p><p>moved higher late in the session, yet remained below a 14-month high of 1.776% hit on March 30. The recent pullback in yields has helped growth names and lifted technology</p><p>and communication services stocks as the best performing sectors on the day.</p><p>The Dow Jones Industrial Average rose 16.02 points, or 0.05%, to 33,446.26, the S&P 500 gained 6.01 points, or 0.15%, to 4,079.95 and the Nasdaq Composite dropped 9.54 points, or 0.07%, to 13,688.84.</p><p>Value stocks, which include economically sensitive sectors such as materials and industrials , maintain a strong lead this year over their growth counterparts, dominantly tech-related firms.</p><p>However, a resurgence in demand for tech stocks in recent sessions amid renewed restrictions in Canada and parts of Europe has raised questions over the longevity of the value trade.</p><p>Growth stocks, up 0.28%, outperformed value shares, which were down 0.16% during the session.</p><p>The upcoming earnings season and progress in a multitrillion-dollar infrastructure proposal could decide Wall Street's path forward.</p><p>Analysts have raised expectations for first-quarter S&P 500 earnings increase to 24.2%, according to Refinitiv IBES data as of April 1, versus 21% forecast on Feb. 5.</p><p>But the sharp run up in earnings expectations could leave the market primed for disappointment.</p><p>JPMorgan Chase & Co Chief Executive Officer Jamie Dimon said the United States could be in store for an economic boom through 2023 if more adults get vaccinated and federal spending continues.</p><p>Prison operator GEO Group fell 20.38% after suspending quarterly dividend payments.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.38-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p><p>The S&P 500 posted 32 new 52-week highs and no new lows; the Nasdaq Composite recorded 63 new highs and 34 new lows.</p><p>Volume on U.S. exchanges was 9.41 billion shares, the third straight session marking the lowest daily volume of the year, compared with the 12.16 billion average for the full session over the last 20 trading days.</p><p>(Reporting by Chuck Mikolajczak; Editing by David Gregorio)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500ETF-iShares","TQQQ":"纳指三倍做多ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","JPM":"摩根大通","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","DOG":"道指ETF-ProShares做空","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","DJX":"1/100道琼斯","GEO":"GEO惩教集团","OEX":"标普100","WIW":"Western Asset/Claymore Inf-Lkd O","UDOW":"三倍做多道指30ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","UPRO":"三倍做多标普500ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF-ProShares",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares","QQQ":"纳指100ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2125726223","content_text":"Prison operator GEO tumbles on dividend suspension\"Some time\" before substantial progress seen on goals - FedGrowth stocks outperform valueDow up 0.05%, S&P 500 up 0.15%, Nasdaq down 0.07%NEW YORK, April 7 (Reuters) - Major averages hovered near unchanged on Wednesday, with the S&P 500 closing up slightly after the Federal Reserve released minutes from its most recent meeting that reinforced the U.S. central bank's position to remain patient before raising rates.The major indexes held near unchanged for most of the day but the S&P 500 briefly climbed to a session high after the minutes, in which Fed officials said it would likely take \"some time\" for substantial further progress on goals of maximum employment and stable prices.The gains were minor and short-lived. Many market participants question whether the Fed will hold off so long on a rate hike.\"We thought we were going to get something new from the minutes of the Fed meeting, we were oddly mistaken on that one,\" said Art Hogan, chief market strategist at National Securities in New York.\"The Fed has been more transparent all of this year about where they stand and they really are not budging from that stance.\"The yield on the benchmark 10-year U.S. Treasury notemoved higher late in the session, yet remained below a 14-month high of 1.776% hit on March 30. The recent pullback in yields has helped growth names and lifted technologyand communication services stocks as the best performing sectors on the day.The Dow Jones Industrial Average rose 16.02 points, or 0.05%, to 33,446.26, the S&P 500 gained 6.01 points, or 0.15%, to 4,079.95 and the Nasdaq Composite dropped 9.54 points, or 0.07%, to 13,688.84.Value stocks, which include economically sensitive sectors such as materials and industrials , maintain a strong lead this year over their growth counterparts, dominantly tech-related firms.However, a resurgence in demand for tech stocks in recent sessions amid renewed restrictions in Canada and parts of Europe has raised questions over the longevity of the value trade.Growth stocks, up 0.28%, outperformed value shares, which were down 0.16% during the session.The upcoming earnings season and progress in a multitrillion-dollar infrastructure proposal could decide Wall Street's path forward.Analysts have raised expectations for first-quarter S&P 500 earnings increase to 24.2%, according to Refinitiv IBES data as of April 1, versus 21% forecast on Feb. 5.But the sharp run up in earnings expectations could leave the market primed for disappointment.JPMorgan Chase & Co Chief Executive Officer Jamie Dimon said the United States could be in store for an economic boom through 2023 if more adults get vaccinated and federal spending continues.Prison operator GEO Group fell 20.38% after suspending quarterly dividend payments.Declining issues outnumbered advancing ones on the NYSE by a 1.38-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.The S&P 500 posted 32 new 52-week highs and no new lows; the Nasdaq Composite recorded 63 new highs and 34 new lows.Volume on U.S. exchanges was 9.41 billion shares, the third straight session marking the lowest daily volume of the year, compared with the 12.16 billion average for the full session over the last 20 trading days.(Reporting by Chuck Mikolajczak; Editing by David Gregorio)","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"DDM":0.9,"WIW":0.9,"DJX":0.9,"PSQ":0.9,"JPM":0.9,"OEX":0.9,"SPXU":0.9,"SSO":0.9,".IXIC":0.9,"UDOW":0.9,"QID":0.9,"SDOW":0.9,"NQmain":0.9,"QQQ":0.9,".SPX":0.9,"SPY":0.9,".DJI":0.9,"SDS":0.9,"GEO":0.9,"OEF":0.9,"QLD":0.9,"SQQQ":0.9,"IVV":0.9,"DXD":0.9,"DOG":0.9,"SH":0.9,"UPRO":0.9,"ESmain":0.9,"TQQQ":0.9,"MNQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341985211,"gmtCreate":1617771116633,"gmtModify":1704702919770,"author":{"id":"3555304199872693","authorId":"3555304199872693","name":"eddieycs","avatar":"https://static.tigerbbs.com/367989630e5cd2e423956fe6e5caf819","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555304199872693","idStr":"3555304199872693"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341985211","repostId":"1108754268","repostType":4,"isVote":1,"tweetType":1,"viewCount":2275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325100711,"gmtCreate":1615870538033,"gmtModify":1704787730470,"author":{"id":"3555304199872693","authorId":"3555304199872693","name":"eddieycs","avatar":"https://static.tigerbbs.com/367989630e5cd2e423956fe6e5caf819","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555304199872693","idStr":"3555304199872693"},"themes":[],"htmlText":"Buy or bye???","listText":"Buy or bye???","text":"Buy or bye???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325100711","repostId":"1105988154","repostType":4,"isVote":1,"tweetType":1,"viewCount":2366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323063461,"gmtCreate":1615290125653,"gmtModify":1704780659630,"author":{"id":"3555304199872693","authorId":"3555304199872693","name":"eddieycs","avatar":"https://static.tigerbbs.com/367989630e5cd2e423956fe6e5caf819","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555304199872693","idStr":"3555304199872693"},"themes":[],"htmlText":"Lovely article ","listText":"Lovely article ","text":"Lovely article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/323063461","repostId":"1142460432","repostType":4,"isVote":1,"tweetType":1,"viewCount":2588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320780603,"gmtCreate":1615177191002,"gmtModify":1704779147050,"author":{"id":"3555304199872693","authorId":"3555304199872693","name":"eddieycs","avatar":"https://static.tigerbbs.com/367989630e5cd2e423956fe6e5caf819","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555304199872693","idStr":"3555304199872693"},"themes":[],"htmlText":"Discounted! ","listText":"Discounted! ","text":"Discounted!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/320780603","repostId":"1107506637","repostType":4,"repost":{"id":"1107506637","kind":"news","pubTimestamp":1615175919,"share":"https://ttm.financial/m/news/1107506637?lang=&edition=fundamental","pubTime":"2021-03-08 11:58","market":"us","language":"en","title":"Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1107506637","media":"MarketWatch","summary":"Worries over accelerating inflation will persist this year, giving investors a buying opportunity wh","content":"<blockquote><b>Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.</b></blockquote><p>If you didn’t buy technology stocks during the inflation tantrum last week, don’t worry, you will get another chance.</p><p>I offer eight stocks for your shopping list, below, from a tech fund manager with a great track record.</p><p>First, here’s why we’ll see more inflation tantrums, and why they’ll be a buying opportunity rather than the start of a bear market.</p><p>Inflation is going to pick up. We can expect more inflation because of all the stimulus, and because personal savings have surged to a post-war high of 14% of GDP. That’s a lot of pent-up demand to drive prices higher.</p><p>“People are ready to get out and spend money and be happy and live life,” says Kevin Landis, who manages the Firsthand Technology Opportunities fund TEFQX, -0.53%. “That unleashing of energy will be really powerful. We are all going to hold our breath and see if that means inflation, or not.”</p><p>It probably will, say two economists I follow. Inflation will rise to 2.2% by year-end, from current levels of 1.5%. predicts Jim Paulsen, an economist and market strategist with the Leuthold Group. Ed Yardeni of Yardeni Research predicts it will go up to 2.5%-2.8%. Both economists are referring to the core personal consumption expenditures deflator index.</p><p>• Bond yields will keep going up. The 10-year yield is taking a breather, following the sharp rise that spooked investors last week. But bond yields will increase as more signs of inflation emerge. The 10-year yield will reach 2% by the end of this year, predicts Paulsen. It was recently at 1.5%. Rising rates spark stock selloffs because higher yields make bonds more attractive. Higher rates also reduce stock valuations in models that use the 10-year bond yield to discount distant earnings back to the present.</p><p>• Sentiment remains rich. This makes the market more vulnerable to pullbacks. Complacent investors are easily “surprised” by unforeseen events. Corporate insiders are cautious, also a sign of a vulnerable market.</p><p>• Pullbacks are normal. Following the 74%-98% rise in the S&P 500 SPX, +1.95% and Nasdaq COMP, +1.55% since last March, investors may have forgotten that stocks can go down, too. But pullbacks of 5%-10% are common. Now that so much of the growth is priced in to stocks, we will see more of them.</p><p>“We will probably have at least three or four more panic attacks over the next few months,” predicts Landis, at the Firsthand Technology Opportunities Fund.</p><p><b>Inflation? No worries</b></p><p>But like the one last week, the upcoming inflation tantrums will be buyable, because ultimately inflation is not really going to be a big problem for three reasons.</p><p>1. The Covid-19 crisis has pulled forward technology. That will create a burst of productivity growth, which calms inflation fears among investors and the Fed. Productivity growth reduces pressure at companies to pass along the higher costs of labor and materials.</p><p>2. In the background, the same factors that have been suppressing inflation for years are still in place — chiefly greater use of technology, global trade, and the aging of the population. Older people tend to spend less. And technology and trade lower the cost of goods.</p><p>3. History shows inflation during times of solid economic growth doesn’t hurt stocks, according to a study published by Paulsen on March 1. Inflation when growth is sluggish can end stock market rallies. But we will have robust growth this year, so that doomsday scenario is unlikely.</p><p><b>List of tech stocks</b></p><p>Tech stocks get hit harder during inflation tantrums because they are “long duration assets.” So much of their growth is in the distant future that when discount rates in valuation models go up, the perceived value of tech stocks falls hard.</p><p>For a short list of tech stocks to consider buying during the next inflation tantrums, it makes sense to look at the holdings of Landis’ Firsthand Technology Opportunities Fund because he has such a solid record. During the past three to five years, his fund has beaten competing technology funds by over 10 percentage points annualized, according to Morningstar. He beats the Morningstar U.S. Technology stock index by 9.7 percentage points or more annualized, over the same time frame.</p><p>His portfolio is an interesting source of ideas because it’s not the typical line up of Alphabet GOOGL, +3.10%, Amazon AMZN, +0.77% and Apple AAPL, +1.07%, though he does own Netflix NFLX, +1.00%. Instead, Landis likes to be ahead of the game by investing in earlier-stage tech companies that will grow because they are smaller — but still disrupters in some line of business.</p><p>Here’s a guide to some of his favorite stocks.</p><p><b>Roku, Chegg and Cree</b></p><p>Landis is not afraid to let portfolio positions get huge if he still likes the company. That is the case with Roku ROKU, -1.78%, Chegg CHGG, -1.17% and Cree CREE, +4.39%. They represented 21.5%, 8.3% and 6% of his portfolio at the end of last year. That’s a vote of confidence, because many mutual fund portfolio managers like to cap position size at 2%-5%, to limit single-stock risk.</p><p>“We still like these a lot,” says Landis.</p><p>He expects Roku to continue to grow because it is so far ahead of competing streaming services that are stumbling as they ramp up. “It’s kind of a mess out there,” says Landis. “Roku has done a lot of the hard work that other companies are only just getting started on.” Roku makes money by selling channel buttons on its platform, digital advertising and content-distribution services. It also sells devices.</p><p>Landis expects the online education company Chegg to continue growing now that people are more familiar with distance learning because of Covid-19.</p><p>“Companies that can facilitate distance learning are in a better position now because everyone knows what works and what does not work,” says Landis. He thinks the education sector is ripe for “disruption” and Chegg will be one of the main companies shaking things up.</p><p>Cree is a key producer of semiconductors used in electronic vehicles, which should support solid demand growth for years.</p><p><b>Zscaler</b></p><p>The Internet is the new corporate network and the cloud is the new data center. So the old concept of security software that guards the perimeter of a corporate network is fading fast. Zscaler ZS, -3.06% offers security systems for this new environment. There are plenty of years of growth ahead because most companies are still in the early stages of moving to the cloud. Covid-19 has accelerated this transition, given that so many people work from home.</p><p><b>Domo</b></p><p>Domo’s DOMO, +1.06% Business Cloud platform helps people manage and learn from the vast amounts of data inside and outside their companies. The service helps managers collect, analyze, store and share data.</p><p>Domo’s “Mr. Roboto” feature helps deploy machine-learning algorithms to analyze trends, make predictions and provide alerts.</p><p>“For any business, there are a handful of internal and external metrics that people want on their personal dashboard every day,” says Landis. “Domo provides great tools to do that.”</p><p><b>DocuSign</b></p><p>DocuSign DOCU, -3.00% speeds up the pace of business by digitizing forms used in contracts and agreements. Its forms replace “wet” signatures with e-signatures. It also offers software that automates the whole process, called the DocuSign Agreement Cloud.</p><p>To anyone who has used e-signatures on tax forms or work contracts, DocuSign may seem like a one-trick pony. But that’s not the case, says Landis. There’s plenty of room to expand in real estate, car dealerships and the venture-capital business, and highly regulated industries.</p><p><b>Bill.com</b></p><p>Bill.com’s BILL, +0.23% cloud-based accounting software simplifies back-office operations for small businesses. Aside from tracking numbers, the software helps companies connect with suppliers and clients. Customers include most of the top 100 accounting firms, and also big companies like Bank of America BAC, +1.18%, J.P. Morgan Chase JPM, +0.23% and American Express AXP, +3.26%.</p><p>But the sweet spot for growth is the startup that’s not locked in to legacy systems. “Accounting software systems are notorious for having market share just because they are incumbent,” says Landis. “But when people are setting up companies, they want to go with the best.”</p><p><b>Qell Acquisition</b></p><p>While acknowledging the potential pitfalls in special purpose acquisition companies (SPACs), which I identify here, Landis welcomes them as a streamlined alternative to the traditional initial public offerings. Like me, Landis favors SPACs with a promising sponsor lineup.</p><p>The sponsor slate at Qell QELLU, +2.43% suggests it will merge with an electric vehicle (EV) company. CEO and director Barry Engle worked at General Motors GM, +3.70% for years. And finance chief Sam Gabbita comes from OGCI Climate Investments, and a private investment fund specializing in sustainability investing called Element Partners. Given the amazing performance of Tesla TSLA, -3.78%, an EV SPAC may not be such a bad idea.</p>","source":"market_watch","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>Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon</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\">\nOpinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 11:58 GMT+8 <a href=https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.If you didn’t buy technology stocks during the inflation tantrum last week, don’t ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107506637","content_text":"Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.If you didn’t buy technology stocks during the inflation tantrum last week, don’t worry, you will get another chance.I offer eight stocks for your shopping list, below, from a tech fund manager with a great track record.First, here’s why we’ll see more inflation tantrums, and why they’ll be a buying opportunity rather than the start of a bear market.Inflation is going to pick up. We can expect more inflation because of all the stimulus, and because personal savings have surged to a post-war high of 14% of GDP. That’s a lot of pent-up demand to drive prices higher.“People are ready to get out and spend money and be happy and live life,” says Kevin Landis, who manages the Firsthand Technology Opportunities fund TEFQX, -0.53%. “That unleashing of energy will be really powerful. We are all going to hold our breath and see if that means inflation, or not.”It probably will, say two economists I follow. Inflation will rise to 2.2% by year-end, from current levels of 1.5%. predicts Jim Paulsen, an economist and market strategist with the Leuthold Group. Ed Yardeni of Yardeni Research predicts it will go up to 2.5%-2.8%. Both economists are referring to the core personal consumption expenditures deflator index.• Bond yields will keep going up. The 10-year yield is taking a breather, following the sharp rise that spooked investors last week. But bond yields will increase as more signs of inflation emerge. The 10-year yield will reach 2% by the end of this year, predicts Paulsen. It was recently at 1.5%. Rising rates spark stock selloffs because higher yields make bonds more attractive. Higher rates also reduce stock valuations in models that use the 10-year bond yield to discount distant earnings back to the present.• Sentiment remains rich. This makes the market more vulnerable to pullbacks. Complacent investors are easily “surprised” by unforeseen events. Corporate insiders are cautious, also a sign of a vulnerable market.• Pullbacks are normal. Following the 74%-98% rise in the S&P 500 SPX, +1.95% and Nasdaq COMP, +1.55% since last March, investors may have forgotten that stocks can go down, too. But pullbacks of 5%-10% are common. Now that so much of the growth is priced in to stocks, we will see more of them.“We will probably have at least three or four more panic attacks over the next few months,” predicts Landis, at the Firsthand Technology Opportunities Fund.Inflation? No worriesBut like the one last week, the upcoming inflation tantrums will be buyable, because ultimately inflation is not really going to be a big problem for three reasons.1. The Covid-19 crisis has pulled forward technology. That will create a burst of productivity growth, which calms inflation fears among investors and the Fed. Productivity growth reduces pressure at companies to pass along the higher costs of labor and materials.2. In the background, the same factors that have been suppressing inflation for years are still in place — chiefly greater use of technology, global trade, and the aging of the population. Older people tend to spend less. And technology and trade lower the cost of goods.3. History shows inflation during times of solid economic growth doesn’t hurt stocks, according to a study published by Paulsen on March 1. Inflation when growth is sluggish can end stock market rallies. But we will have robust growth this year, so that doomsday scenario is unlikely.List of tech stocksTech stocks get hit harder during inflation tantrums because they are “long duration assets.” So much of their growth is in the distant future that when discount rates in valuation models go up, the perceived value of tech stocks falls hard.For a short list of tech stocks to consider buying during the next inflation tantrums, it makes sense to look at the holdings of Landis’ Firsthand Technology Opportunities Fund because he has such a solid record. During the past three to five years, his fund has beaten competing technology funds by over 10 percentage points annualized, according to Morningstar. He beats the Morningstar U.S. Technology stock index by 9.7 percentage points or more annualized, over the same time frame.His portfolio is an interesting source of ideas because it’s not the typical line up of Alphabet GOOGL, +3.10%, Amazon AMZN, +0.77% and Apple AAPL, +1.07%, though he does own Netflix NFLX, +1.00%. Instead, Landis likes to be ahead of the game by investing in earlier-stage tech companies that will grow because they are smaller — but still disrupters in some line of business.Here’s a guide to some of his favorite stocks.Roku, Chegg and CreeLandis is not afraid to let portfolio positions get huge if he still likes the company. That is the case with Roku ROKU, -1.78%, Chegg CHGG, -1.17% and Cree CREE, +4.39%. They represented 21.5%, 8.3% and 6% of his portfolio at the end of last year. That’s a vote of confidence, because many mutual fund portfolio managers like to cap position size at 2%-5%, to limit single-stock risk.“We still like these a lot,” says Landis.He expects Roku to continue to grow because it is so far ahead of competing streaming services that are stumbling as they ramp up. “It’s kind of a mess out there,” says Landis. “Roku has done a lot of the hard work that other companies are only just getting started on.” Roku makes money by selling channel buttons on its platform, digital advertising and content-distribution services. It also sells devices.Landis expects the online education company Chegg to continue growing now that people are more familiar with distance learning because of Covid-19.“Companies that can facilitate distance learning are in a better position now because everyone knows what works and what does not work,” says Landis. He thinks the education sector is ripe for “disruption” and Chegg will be one of the main companies shaking things up.Cree is a key producer of semiconductors used in electronic vehicles, which should support solid demand growth for years.ZscalerThe Internet is the new corporate network and the cloud is the new data center. So the old concept of security software that guards the perimeter of a corporate network is fading fast. Zscaler ZS, -3.06% offers security systems for this new environment. There are plenty of years of growth ahead because most companies are still in the early stages of moving to the cloud. Covid-19 has accelerated this transition, given that so many people work from home.DomoDomo’s DOMO, +1.06% Business Cloud platform helps people manage and learn from the vast amounts of data inside and outside their companies. The service helps managers collect, analyze, store and share data.Domo’s “Mr. Roboto” feature helps deploy machine-learning algorithms to analyze trends, make predictions and provide alerts.“For any business, there are a handful of internal and external metrics that people want on their personal dashboard every day,” says Landis. “Domo provides great tools to do that.”DocuSignDocuSign DOCU, -3.00% speeds up the pace of business by digitizing forms used in contracts and agreements. Its forms replace “wet” signatures with e-signatures. It also offers software that automates the whole process, called the DocuSign Agreement Cloud.To anyone who has used e-signatures on tax forms or work contracts, DocuSign may seem like a one-trick pony. But that’s not the case, says Landis. There’s plenty of room to expand in real estate, car dealerships and the venture-capital business, and highly regulated industries.Bill.comBill.com’s BILL, +0.23% cloud-based accounting software simplifies back-office operations for small businesses. Aside from tracking numbers, the software helps companies connect with suppliers and clients. Customers include most of the top 100 accounting firms, and also big companies like Bank of America BAC, +1.18%, J.P. Morgan Chase JPM, +0.23% and American Express AXP, +3.26%.But the sweet spot for growth is the startup that’s not locked in to legacy systems. “Accounting software systems are notorious for having market share just because they are incumbent,” says Landis. “But when people are setting up companies, they want to go with the best.”Qell AcquisitionWhile acknowledging the potential pitfalls in special purpose acquisition companies (SPACs), which I identify here, Landis welcomes them as a streamlined alternative to the traditional initial public offerings. Like me, Landis favors SPACs with a promising sponsor lineup.The sponsor slate at Qell QELLU, +2.43% suggests it will merge with an electric vehicle (EV) company. CEO and director Barry Engle worked at General Motors GM, +3.70% for years. And finance chief Sam Gabbita comes from OGCI Climate Investments, and a private investment fund specializing in sustainability investing called Element Partners. Given the amazing performance of Tesla TSLA, -3.78%, an EV SPAC may not be such a bad idea.","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}