Profile - To The Moon

June C

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- June CJune C
  ·2022-05-16
  Agree..
  Apple: One Big Time Sale
  Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal co
  Apple: One Big Time Sale
  2.15K Comment
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- June CJune C
  ·2022-02-11
  I bought!
  Sorry, this post has been deleted
  1.76K Comment
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- June CJune C
  ·2022-02-02
  Is it a good time to buy the dip?
  PayPal shares dive 22% after company blames inflation for weak guidance
  PayPal shares dive 22% after company blames inflation for weak guidance.
  PayPal shares dive 22% after company blames inflation for weak guidance
  2.83K Comment
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- June CJune C
  ·2022-01-31
  Totally agree.. it's going to be challenging year for EV
  How Tesla's Record Earnings Impact Lucid and Rivian
  The EV industry is gearing up for a potentially challenging 2022.
  How Tesla's Record Earnings Impact Lucid and Rivian
  2.31K Comment
  5
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- June CJune C
  ·2022-01-31
  Investor or trader?
  Sorry, this post has been deleted
  1.79K Comment
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- June CJune C
  ·2022-01-28
  Wow
  Cathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney
  Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc
  Cathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney
  2.44K Comment
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- June CJune C
  ·2022-01-18
  I like this stock too
  Sorry, this post has been deleted
  1.72K Comment
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- June CJune C
  ·2022-01-14
  Should I buy at $80?
  Down 15% Already in 2022, Is This Metaverse Stock a Buy?
  While 2021 was very good to Roblox(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. Th
  Down 15% Already in 2022, Is This Metaverse Stock a Buy?
  2.19K Comment
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- June CJune C
  ·2022-01-10
  I can’t decide..
  Better Buy: Roblox vs. Apple
  Will the growing gaming company outperform the tech titan this year?
  Better Buy: Roblox vs. Apple
  2.38K Comment
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- June CJune C
  ·2022-01-07
  Should we?
  Sorry, this post has been deleted
  1.83K Comment
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Apple has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most valuable companies in the world for a while and has leadership positions in numerous fields. Its massive installed device base (1.8B active devices) is pushing Apple&#39;s service revenue upwards at a rapid pace, and the overall company&#39;s profit margin is also improving. Furthermore, Apple is moving to become self-sufficient to reduce costs and mitigate supply chain disruptions, and the effort has been paying off. I expect Apple to continue its success well into the future, and the current volatility in the tech sector is presenting a huge opportunity to grab Apple shares at a discount because:</p><ul><li>Apple&#39;s high margin businesses (Mac and Service segments) are growing at a rapid pace, contributing to great revenue growth and margin expansion.</li><li>Revenue growth trajectory remains solid with an increasing subscription base and new product releases (iPad Air, iPhone SE, and etc.).</li><li>The market volatility and tech sector sell-off dragged Apple&#39;s stock down, and it is now being sold under its pre-pandemic level. This presents a great opportunity.</li></ul><h3>Growing in Right Segments</h3><p>Since I wrote my last article, Apple reported quarterly earnings in late April, and the results continue to demonstrate that Apple is focusing on the correct segments for growth and profitability. Overall revenue grew 9% YoY to $97.3 B, and they generated a whopping $28 B operating cash flow. Particularly, their Mac segment and services segment led the charge.</p><p>Apple has been working on becoming self-sufficient and manufacturing key product components internally. A couple of years ago Apple took the noteworthy action of severing ties with Intel and making their own computer chips. The effort has been paying a great dividend. The Apple M1 (their own chip) has been performing very well against Intel and other chips on the market, and Mac sales have been very strong. Additionally, producing their own chips boosted the profit margins on Mac products.</p><p>Strong performance by Apple Services segment (advertising, AppleCare, Cloud, Digital Content, Payment) is also welcome news for investors. The services segment is a 2x higher gross margin business (72.6%) than the products segment (36.4%), and it has higher growth potential from cloud and digital content. Assisted by its massive installed device base (1.8 B active devices), AppleCare has great potential for increasing revenue as well. Overall, the strong performance from Mac and Services shows that there are good days ahead.</p><p><img src=\"https://static.tigerbbs.com/141d5a91e5df23365dae251e9bab5e0b\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>Performance by Segments (SEC Filings)</p><p><img src=\"https://static.tigerbbs.com/121762b45f7dec13cf921113a187da10\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/></p><p>Gross Margins of Apple by Segments (SEC Filings)</p><h4>Strong Revenue Growth Trajectory</h4><p>Apple has been growing at a solid pace (10% per year, 5-year average) in the past several years, and the revenue growth is accelerating. This acceleration is due to multiple factors. The first one is the continuing strong performance from new products, and there is no sign that this trend is going to end. During the last quarter, Apple released iPhone SE with 5 G technology, iPad Air with M1 chip, all-new Mac Studio, and all-new Apple Studio Display.</p><p>As mentioned before, Apple currently has 1.8 B active device bases, and the number is expected to grow with the release of new products. The active base has been growing at about 100-150 million per year (1.4 B, 1.5 B, 1.65 B, and 1.8 B in 2019, 2020, 2021, and 2022, respectively). Also, this larger installed base will translate into greater revenue growth from AppleCare, advertising, and cloud services. Currently, Apple has about 785 M subscribers to these services.</p><p><img src=\"https://static.tigerbbs.com/ac35dc5d8146da0ab3d88270dbc0b6db\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h4>Favorable Valuation Thanks to Volatility</h4><p>Ongoing volatility caused by supply chain disruption, inflation, war, and Federal Reserve&#39;s changing policies dragged the whole tech sector severely down. Nasdaq index is down from 16,000 in November 2021 to below 12,000. This volatility dragged great companies like Apple along, and now Apple stock is trading below its pre-pandemic level (current P/E ratio of 23.8x vs. pre-pandemic P/E around 25.5x). This presents a great opportunity for investors to grab Apple shares at a bargain.</p><p><img src=\"https://static.tigerbbs.com/60f28dab37b8c21b885a326a9994c721\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>Nasdaq Index (CNBC)</p><h2>Intrinsic Value Estimation</h2><p>I used DCF model to estimate the intrinsic value of Apple. For the estimation, I utilized current EBITDA ($130 B) as a proxy for cash flow and WACC of 9.0% as the discount rate. For the base case, I assumed EBITDA growth of 20% (Sector median) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed EBITDA growth of 22% and 24%, respectively, for the next 5 years and zero growth afterwards.</p><p>The estimation revealed that the current stock price presents 20-30% upside. Given their technological superiority, organic/inorganic growth, and market dominance, I expect them to achieve this upside with ease.</p><table><tbody><tr><td></td><td><p>Price Target</p></td><td><p>Upside</p></td></tr><tr><td><p>Base Case</p></td><td><p>$170.23</p></td><td><p>16%</p></td></tr><tr><td><p>Bullish Case</p></td><td><p>$182.92</p></td><td><p>24%</p></td></tr><tr><td><p>Very Bullish Case</p></td><td><p>$196.41</p></td><td><p>34%</p></td></tr></tbody></table><p>The assumptions and data used for the price target estimation are summarized below:</p><ul><li>WACC: 9.0%</li><li>EBITDA Growth Rate: 20% (Base Case), 22% (Bullish Case), 24% (Very Bullish Case)</li><li>Current EBITDA: $130 B</li><li>Current Stock Price: $147.11 (05/14/2022)</li><li>Tax rate: 20%</li></ul><h2>Cappuccino Stock Rating</h2><p>The details of the metric is explained in this article.</p><table><colgroup></colgroup><tbody><tr><td></td><td>Weighting</td><td>AAPL</td></tr><tr><td>Economic Moat Strength</td><td>30%</td><td>5</td></tr><tr><td>Financial Strength</td><td>30%</td><td>4</td></tr><tr><td>Growth Rate vs. Sector</td><td>15%</td><td>3</td></tr><tr><td>Margin of Safety</td><td>15%</td><td>5</td></tr><tr><td>Sector Outlook</td><td>10%</td><td>4</td></tr><tr><td><b>Overall</b></td><td></td><td><b>4.3</b></td></tr></tbody></table><h4><b>Economic Moat Strength - 5/5</b></h4><p>Apple gets 5 out of 5. Apple is a clear leader with exceptional competitive edge. Their competitive edge stems from technological superiority, switching costs, and network effects.</p><h4><b>Financial Strength - 4/5</b></h4><p>Apple has $51.5 B in cash and a high covered ratio (45.13x), but their liquidity (current ratio at 0.93x and quick ratio of 0.76x) is in line with the sector.</p><h4><b>Growth Rate - 3/5</b></h4><p>Apple is growing at a pace consistent with their overall industry. Apple’s most recent annual revenue growth was 18.63% (vs. sector median of 19.98%). Given their leadership position and strong revenue, these revenue growth numbers are great. However, compared to hyper growth companies in the start-up or ramping-up phase with 50-60% growth rates, it’s hard to give out 4 or 5 stars.</p><h4><b>Margin of Safety - 5/5</b></h4><p>Apple is trading ~25% under intrinsic value at this point. The ongoing market volatility and tech sector struggles are providing a great opportunity to grab Apple’s shares under intrinsic value. Their P/E ratio is below pre-pandemic level, which just doesn&#39;t make sense.</p><h4><b>Sector Outlook - 4/5</b></h4><p>The tech sector will keep on growing at a rapid pace with new technology and markets, but the smartphone and laptop segments won’t be the fastest growing segment in tech. There will be adequate, but not exceptional, growth.</p><h2>Risk</h2><p>Apple&#39;s main segment is still the iPhone, and competition within the smartphone market is only increasing and getting complex. Also, consumer preference is diversifying in terms of preferred features (camera quality, computing/memory performance, weight/size, etc.). The iPhone family still commands a leadership position based on technological superiority, switching cost, and brand image, so I don&#39;t expect Apple to struggle. However, I wouldn&#39;t expect large growth from the iPhone segment in the future.</p><p><img src=\"https://static.tigerbbs.com/5030495bf9b76a7a51f6dd535431666c\" tg-width=\"640\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>Global Smartphone Market Share (Counterpoint)</p><p>As mentioned before, Apple has been moving towards self-sufficiency by manufacturing their own parts. So far, the effort has impacted the business in a positive way by improving margins and mitigating supply chain disruption. However, relying on their own parts can result in isolation, lower technological development, and less market penetration. One example is the Japanese cellphone makers (Panasonic, Sharp, or NEC). They were way ahead in terms of innovation, but they failed to achieve global success. This is an extreme case, and I don&#39;t expect this will be the problem for Apple. However, investors should monitor whether Apple is maintaining its cutting-edge technology as they transition towards being more self-sufficient.</p><h2>Conclusion</h2><p>Apple has been an outstanding investment for a couple of decades at this point. Their technological superiority, brand image, and switching cost provide a great economic moat, and new products and services will keep their growth engine running. Based on their strong financials and market leading position, I expect Apple to excel in the foreseeable future. I expect 20-30% upside.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: One Big Time Sale</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: One Big Time Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4511930-apple-one-big-time-sale><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been one of the most valuable companies in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4511930-apple-one-big-time-sale\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4511930-apple-one-big-time-sale","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235798704","content_text":"Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been one of the most valuable companies in the world for a while and has leadership positions in numerous fields. Its massive installed device base (1.8B active devices) is pushing Apple's service revenue upwards at a rapid pace, and the overall company's profit margin is also improving. Furthermore, Apple is moving to become self-sufficient to reduce costs and mitigate supply chain disruptions, and the effort has been paying off. I expect Apple to continue its success well into the future, and the current volatility in the tech sector is presenting a huge opportunity to grab Apple shares at a discount because:Apple's high margin businesses (Mac and Service segments) are growing at a rapid pace, contributing to great revenue growth and margin expansion.Revenue growth trajectory remains solid with an increasing subscription base and new product releases (iPad Air, iPhone SE, and etc.).The market volatility and tech sector sell-off dragged Apple's stock down, and it is now being sold under its pre-pandemic level. This presents a great opportunity.Growing in Right SegmentsSince I wrote my last article, Apple reported quarterly earnings in late April, and the results continue to demonstrate that Apple is focusing on the correct segments for growth and profitability. Overall revenue grew 9% YoY to $97.3 B, and they generated a whopping $28 B operating cash flow. Particularly, their Mac segment and services segment led the charge.Apple has been working on becoming self-sufficient and manufacturing key product components internally. A couple of years ago Apple took the noteworthy action of severing ties with Intel and making their own computer chips. The effort has been paying a great dividend. The Apple M1 (their own chip) has been performing very well against Intel and other chips on the market, and Mac sales have been very strong. Additionally, producing their own chips boosted the profit margins on Mac products.Strong performance by Apple Services segment (advertising, AppleCare, Cloud, Digital Content, Payment) is also welcome news for investors. The services segment is a 2x higher gross margin business (72.6%) than the products segment (36.4%), and it has higher growth potential from cloud and digital content. Assisted by its massive installed device base (1.8 B active devices), AppleCare has great potential for increasing revenue as well. Overall, the strong performance from Mac and Services shows that there are good days ahead.Performance by Segments (SEC Filings)Gross Margins of Apple by Segments (SEC Filings)Strong Revenue Growth TrajectoryApple has been growing at a solid pace (10% per year, 5-year average) in the past several years, and the revenue growth is accelerating. This acceleration is due to multiple factors. The first one is the continuing strong performance from new products, and there is no sign that this trend is going to end. During the last quarter, Apple released iPhone SE with 5 G technology, iPad Air with M1 chip, all-new Mac Studio, and all-new Apple Studio Display.As mentioned before, Apple currently has 1.8 B active device bases, and the number is expected to grow with the release of new products. The active base has been growing at about 100-150 million per year (1.4 B, 1.5 B, 1.65 B, and 1.8 B in 2019, 2020, 2021, and 2022, respectively). Also, this larger installed base will translate into greater revenue growth from AppleCare, advertising, and cloud services. Currently, Apple has about 785 M subscribers to these services.Data by YChartsFavorable Valuation Thanks to VolatilityOngoing volatility caused by supply chain disruption, inflation, war, and Federal Reserve's changing policies dragged the whole tech sector severely down. Nasdaq index is down from 16,000 in November 2021 to below 12,000. This volatility dragged great companies like Apple along, and now Apple stock is trading below its pre-pandemic level (current P/E ratio of 23.8x vs. pre-pandemic P/E around 25.5x). This presents a great opportunity for investors to grab Apple shares at a bargain.Nasdaq Index (CNBC)Intrinsic Value EstimationI used DCF model to estimate the intrinsic value of Apple. For the estimation, I utilized current EBITDA ($130 B) as a proxy for cash flow and WACC of 9.0% as the discount rate. For the base case, I assumed EBITDA growth of 20% (Sector median) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed EBITDA growth of 22% and 24%, respectively, for the next 5 years and zero growth afterwards.The estimation revealed that the current stock price presents 20-30% upside. Given their technological superiority, organic/inorganic growth, and market dominance, I expect them to achieve this upside with ease.Price TargetUpsideBase Case$170.2316%Bullish Case$182.9224%Very Bullish Case$196.4134%The assumptions and data used for the price target estimation are summarized below:WACC: 9.0%EBITDA Growth Rate: 20% (Base Case), 22% (Bullish Case), 24% (Very Bullish Case)Current EBITDA: $130 BCurrent Stock Price: $147.11 (05/14/2022)Tax rate: 20%Cappuccino Stock RatingThe details of the metric is explained in this article.WeightingAAPLEconomic Moat Strength30%5Financial Strength30%4Growth Rate vs. Sector15%3Margin of Safety15%5Sector Outlook10%4Overall4.3Economic Moat Strength - 5/5Apple gets 5 out of 5. Apple is a clear leader with exceptional competitive edge. Their competitive edge stems from technological superiority, switching costs, and network effects.Financial Strength - 4/5Apple has $51.5 B in cash and a high covered ratio (45.13x), but their liquidity (current ratio at 0.93x and quick ratio of 0.76x) is in line with the sector.Growth Rate - 3/5Apple is growing at a pace consistent with their overall industry. Apple’s most recent annual revenue growth was 18.63% (vs. sector median of 19.98%). Given their leadership position and strong revenue, these revenue growth numbers are great. However, compared to hyper growth companies in the start-up or ramping-up phase with 50-60% growth rates, it’s hard to give out 4 or 5 stars.Margin of Safety - 5/5Apple is trading ~25% under intrinsic value at this point. The ongoing market volatility and tech sector struggles are providing a great opportunity to grab Apple’s shares under intrinsic value. Their P/E ratio is below pre-pandemic level, which just doesn't make sense.Sector Outlook - 4/5The tech sector will keep on growing at a rapid pace with new technology and markets, but the smartphone and laptop segments won’t be the fastest growing segment in tech. There will be adequate, but not exceptional, growth.RiskApple's main segment is still the iPhone, and competition within the smartphone market is only increasing and getting complex. Also, consumer preference is diversifying in terms of preferred features (camera quality, computing/memory performance, weight/size, etc.). The iPhone family still commands a leadership position based on technological superiority, switching cost, and brand image, so I don't expect Apple to struggle. However, I wouldn't expect large growth from the iPhone segment in the future.Global Smartphone Market Share (Counterpoint)As mentioned before, Apple has been moving towards self-sufficiency by manufacturing their own parts. So far, the effort has impacted the business in a positive way by improving margins and mitigating supply chain disruption. However, relying on their own parts can result in isolation, lower technological development, and less market penetration. One example is the Japanese cellphone makers (Panasonic, Sharp, or NEC). They were way ahead in terms of innovation, but they failed to achieve global success. This is an extreme case, and I don't expect this will be the problem for Apple. However, investors should monitor whether Apple is maintaining its cutting-edge technology as they transition towards being more self-sufficient.ConclusionApple has been an outstanding investment for a couple of decades at this point. Their technological superiority, brand image, and switching cost provide a great economic moat, and new products and services will keep their growth engine running. Based on their strong financials and market leading position, I expect Apple to excel in the foreseeable future. I expect 20-30% upside.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092187198,"gmtCreate":1644554787612,"gmtModify":1676533940832,"author":{"id":"4098504382465600","authorId":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098504382465600","idStr":"4098504382465600"},"themes":[],"htmlText":"I bought!&nbsp;","listText":"I bought!&nbsp;","text":"I bought!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092187198","repostId":"1113677136","repostType":2,"isVote":1,"tweetType":1,"viewCount":1757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091155543,"gmtCreate":1643812753140,"gmtModify":1676533858906,"author":{"id":"4098504382465600","authorId":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098504382465600","idStr":"4098504382465600"},"themes":[],"htmlText":"Is it a good time to buy the dip?","listText":"Is it a good time to buy the dip?","text":"Is it a good time to buy the dip?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091155543","repostId":"1116723156","repostType":2,"repost":{"id":"1116723156","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":1643812454,"share":"https://ttm.financial/m/news/1116723156?lang=&edition=fundamental","pubTime":"2022-02-02 22:34","market":"us","language":"en","title":"PayPal shares dive 22% after company blames inflation for weak guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1116723156","media":"Tiger Newspress","summary":"PayPal shares dive 22% after company blames inflation for weak guidance.","content":"<html><head></head><body><p>PayPal shares dive 22% after company blames inflation for weak guidance.<img src=\"https://static.tigerbbs.com/09aab62578244f6c6518a554a97e43a2\" tg-width=\"709\" tg-height=\"591\" 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>PayPal shares dive 22% after company blames inflation for weak guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nPayPal shares dive 22% after company blames inflation for weak guidance\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\">2022-02-02 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>PayPal shares dive 22% after company blames inflation for weak guidance.<img src=\"https://static.tigerbbs.com/09aab62578244f6c6518a554a97e43a2\" tg-width=\"709\" tg-height=\"591\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116723156","content_text":"PayPal shares dive 22% after company blames inflation for weak guidance.","news_type":1,"symbols_score_info":{"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093643356,"gmtCreate":1643621864082,"gmtModify":1676533837153,"author":{"id":"4098504382465600","authorId":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098504382465600","idStr":"4098504382465600"},"themes":[],"htmlText":"Totally agree.. it's going to be challenging year for EV","listText":"Totally agree.. it's going to be challenging year for EV","text":"Totally agree.. it's going to be challenging year for EV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093643356","repostId":"2207760807","repostType":2,"repost":{"id":"2207760807","kind":"highlight","pubTimestamp":1643585721,"share":"https://ttm.financial/m/news/2207760807?lang=&edition=fundamental","pubTime":"2022-01-31 07:35","market":"us","language":"en","title":"How Tesla's Record Earnings Impact Lucid and Rivian","url":"https://stock-news.laohu8.com/highlight/detail?id=2207760807","media":"Motley Fool","summary":"The EV industry is gearing up for a potentially challenging 2022.","content":"<div>\n<p>The old saying that the U.S. stock market goes up more than it goes down but goes down faster than it goes up couldn't be truer. In a little over three years, we've seen three major sell-offs that all...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/30/how-teslas-record-earnings-impact-lucid-and-rivian/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Tesla's Record Earnings Impact Lucid and Rivian</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\">\nHow Tesla's Record Earnings Impact Lucid and Rivian\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-31 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/30/how-teslas-record-earnings-impact-lucid-and-rivian/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The old saying that the U.S. stock market goes up more than it goes down but goes down faster than it goes up couldn't be truer. In a little over three years, we've seen three major sell-offs that all...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/30/how-teslas-record-earnings-impact-lucid-and-rivian/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2022/01/30/how-teslas-record-earnings-impact-lucid-and-rivian/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207760807","content_text":"The old saying that the U.S. stock market goes up more than it goes down but goes down faster than it goes up couldn't be truer. In a little over three years, we've seen three major sell-offs that all transpired in a matter of weeks. They are the U.S.-China trade war sell-off in late 2018, the COVID-19 pandemic induced sell-off in March 2020, and now the current sell-off.Despite reporting record earnings after market close on Wednesday, Tesla (NASDAQ:TSLA) and other electric car companies like Lucid Group (NASDAQ:LCID) and Rivian Automotive (NASDAQ:RIVN) saw their stock prices tumble on Thursday and Friday. Here's how Tesla's results and management's commentary affect Lucid and Rivian.Image source: Tesla.Lucid isn't immune from a potentially challenging year for the auto industryDaniel Foelber (Lucid): If you're new to investing, it can seem confusing when an industry-leading company like Tesla reports incredibly impressive results, but its stock price gets crushed anyway. Some of that has to do with expectations leading into the report. But most of the time, it has to do with management's guidance for the quarters to come.There's no denying that Tesla's business is in its best shape of all time. It delivered 87% more vehicles in 2021 than in 2020, grew year-over-year full-year revenue by 71%, earned $5.52 billion in net income, and generated over $5 billion in free cash flow despite incurring more than double the capital expenditures in 2021 compared to 2020 due to factory build-outs in Texas and Germany.It also finished 2021 with a full-year operating margin of 12.1% and a record-high quarterly operating margin of 14.7%. Tesla's industry-leading operating margin continues to be one of the company's biggest competitive advantages. It is the result of strong demand for its vehicles, virtually nonexistent advertising costs, and production efficiency.However, there were some major red flags in the earnings report and conference call. The operating margin could have been a few percentage points higher if it weren't for massive stock-based compensation for CEO Elon Musk, higher logistical costs due to supply chain issues, and higher costs for parts and services due to inflation. Tesla, which had been navigating the global chip shortage arguably better than other automakers, signaled that it now expects the issue to persist throughout 2022. \"In 2022, [the] supply chain will continue to be the fundamental limiter of output across all factories,\" said Musk during the company's Q4 2021 earnings call on Wednesday.Tesla's results and management's commentary indicate that other companies like Lucid could have a difficult time getting their production off the ground in 2022. As of Q3 2021, Lucid reported over 17,000 reservations across the four trims of its Air luxury electric sedan line, so the demand is clearly there for it to reach its goal to produce and deliver 20,000 vehicles this year. However, Lucid only began delivering its most expensive version of the Air, the Air Dream Edition, in late October and has yet to announce meaningful deliveries of the second most expensive option, the Grand Touring. Tesla's cost concerns could indicate that Lucid will face challenges and higher than expected input costs as it attempts to produce low volumes of four different versions of the Air.Another point of concern is shipping and logistics costs. Lacking a sophisticated distribution system, Lucid could face bottlenecks on the customer delivery side of its business as it attempts to ship vehicles across the country.In sum, supply chain challenges and an ongoing chip shortage are serious threats that could impede Lucid from hitting its 2022 goals. Or even if it does, it could deplete its cash position much quicker than expected.Rivian's situation isn't like Tesla's, but there's some overlapJohn Rosevear (Rivian): This might be oversimplified, but I see two big takeaways from Tesla's fourth-quarter earnings report.Tesla's getting good prices for its vehicles right now, and that drove nice operating margins last quarter.Tesla is facing some big challenges in the near term, including rising competition, supply chain woes, and a new-product drought. The first bullet point won't be a factor for Rivian for a while. It'll be at least a couple of years before the company has the scale to generate positive operating margins, much less Tesla-sized ones. But that said, Rivian is facing its own challenges in the near term, and some of them do overlap with Tesla's.Like Tesla (and just about every other automaker), Rivian has been struggling with supplier issues amid the ongoing COVID-19 pandemic and a related global shortage of automotive-grade semiconductors. Those supply chain woes caused Rivian to miss its own modest 2021 production guidance: Rivian had told investors that it expected to build about 1,200 vehicles in 2021, but it was able to complete just 1,015 before year-end. (I think that miss is no big deal in context, but Rivian's communications around it could have been better. Let's hope that's a lesson learned.) What about competition? Tesla's stock is priced for absolute global domination; any signs that the \"legacy\" automakers can build competitive electric vehicles at scale are arguably bearish. Rivian, to its immense credit, doesn't have that problem — first, because nobody is expecting Rivian to sell 20 million vehicles a year any time soon, and second, because it has staked out an interesting, profitable, and unique niche with its first two products. Rivian's R1T pickup and the related R1S SUV are aimed at an upscale, outdoorsy crowd -- a market niche that the company might have to itself for a while. Image source: Rivian Automotive.Simply put, Rivian is courting the kinds of customers who might also be drawn to upscale apparel maker Patagonia. Like Patagonia, Rivian's products are premium-priced, tailored for an outdoor lifestyle, and well-made. While other automakers offer products that occupy somewhat similar spaces in the market, nobody has aimed directly at that niche like Rivian — and certainly not with pure-electric vehicles. To be clear, that's not a moat. In time, if Rivian is successful, direct competition will arrive, just as it's arriving now for Tesla. But that will probably take at least a few years. That's time that Rivian can use to turn its promising start into a sustainable business — just like Tesla did with its original Model S and Model X. Two exciting companies that are worth followingLucid and Rivian remain high-risk, high-reward options in the EV space. Share prices of both companies are down over 60% from all-time highs. But to be clear, Lucid's $44 billion valuation and Rivian's $49 billion valuation are still extremely expensive for companies that are years away from positive operating income. However, the market is different today than it used to be. Lucid and Rivian both have tons of cash on their balance sheets. As long as the investment thesis remains intact, both companies should find it easier to raise more cash if needed -- a luxury Tesla wasn't afforded when it was building out its business a few years ago. That's because industry sentiment has shifted in favor of EV investment. Even the legacy automakers are seeing the potential in EVs -- and investing billions accordingly. For investors that have been waiting to pick up shares of Lucid and Rivian, now good be a good time to open a starter position, but only if you're OK with the stock falling much further and waiting years for the investment thesis to play out.","news_type":1,"symbols_score_info":{"RIVN":1,"LCID":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093640251,"gmtCreate":1643621520016,"gmtModify":1676533836919,"author":{"id":"4098504382465600","authorId":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098504382465600","idStr":"4098504382465600"},"themes":[],"htmlText":"Investor or trader?","listText":"Investor or trader?","text":"Investor or trader?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093640251","repostId":"2207011268","repostType":2,"isVote":1,"tweetType":1,"viewCount":1785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099500096,"gmtCreate":1643378890658,"gmtModify":1676533813235,"author":{"id":"4098504382465600","authorId":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098504382465600","idStr":"4098504382465600"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099500096","repostId":"1181284641","repostType":2,"repost":{"id":"1181284641","kind":"news","pubTimestamp":1643367799,"share":"https://ttm.financial/m/news/1181284641?lang=&edition=fundamental","pubTime":"2022-01-28 19:03","market":"us","language":"en","title":"Cathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney","url":"https://stock-news.laohu8.com/highlight/detail?id=1181284641","media":"Benzinga","summary":"Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc","content":"<div>\n<p>Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc and also sold shares in rival entertainment giant Walt Disney Co.The popular money managing firm ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/01/25274270/cathie-wood-nearly-exits-netflix-stake-also-sells-4m-shares-in-rival-disney\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 19:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/01/25274270/cathie-wood-nearly-exits-netflix-stake-also-sells-4m-shares-in-rival-disney><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc and also sold shares in rival entertainment giant Walt Disney Co.The popular money managing firm ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/01/25274270/cathie-wood-nearly-exits-netflix-stake-also-sells-4m-shares-in-rival-disney\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","NFLX":"奈飞"},"source_url":"https://www.benzinga.com/news/22/01/25274270/cathie-wood-nearly-exits-netflix-stake-also-sells-4m-shares-in-rival-disney","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181284641","content_text":"Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc and also sold shares in rival entertainment giant Walt Disney Co.The popular money managing firm sold 2,171 shares — estimated to be worth $839,525— in Netflix on the day shares of the company closed 7.5% higher at $386.7 a share. The stock is down 35.3% year-to-date.With the latest sale, Ark Invest owns a little over 100 shares in the video streaming giant.The St. Petersburg, Florida-based Ark Invest sold shares in the video streaming company via the Ark Space Exploration & Innovation ETF(BATS:ARKX). No other Ark Invest ETF currently owns shares in Netflix.ARKX held 2,274 shares — worth $817,957 — in Netflix, prior to Thursday’s trade.Netflix stock plummeted last week after fourth quarter results missed subscriber growth expectations slightly, and the company guided to much lower growth in the first quarter.The money managing firm also sold 32,249 shares— estimated to be worth $4.36 million— in media and entertainment company Walt Disney.Disney shares closed 1.36% higher at $135.4 a share on Thursday. The stock is down 13.6% so far this year.Ark Invest has been selling shares in Walt Disney since November. Just last month, the firm lowered its exposure in Walt Disney by 25%.Wood’s firm first bought shares in Walt Disney in May last year when analysts pointed to benefits from the reopening of theme parks after governments across the world doubled down on COVID-19 vaccination efforts.The investment company owns Walt Disney shares via the Ark Next Generation Internet ETF and no other Ark ETF has an exposure to the stock.Ark Invest held a total of 240,163 shares — worth about $32 million — in Walt Disney stock, ahead of Thursday’s trade.","news_type":1,"symbols_score_info":{"DIS":0.9,"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004950674,"gmtCreate":1642482040452,"gmtModify":1676533714615,"author":{"id":"4098504382465600","authorId":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098504382465600","idStr":"4098504382465600"},"themes":[],"htmlText":"I like this stock too","listText":"I like this stock too","text":"I like this stock too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004950674","repostId":"2204077940","repostType":2,"isVote":1,"tweetType":1,"viewCount":1718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005912100,"gmtCreate":1642140585016,"gmtModify":1676533685981,"author":{"id":"4098504382465600","authorId":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098504382465600","idStr":"4098504382465600"},"themes":[],"htmlText":"Should I buy at $80?","listText":"Should I buy at $80?","text":"Should I buy at $80?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005912100","repostId":"1194290313","repostType":2,"repost":{"id":"1194290313","kind":"news","pubTimestamp":1642087803,"share":"https://ttm.financial/m/news/1194290313?lang=&edition=fundamental","pubTime":"2022-01-13 23:30","market":"us","language":"en","title":"Down 15% Already in 2022, Is This Metaverse Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1194290313","media":"Motley Fool","summary":"While 2021 was very good to Roblox(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. Th","content":"<html><head></head><body><p>While 2021 was very good to <b>Roblox</b>(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. This gaming platform company with metaverse potential has been caught up in the broader growth stock sell-off and is trading down about 15% year to date.</p><p>Part of the drop can be attributed to some investor concern heading into 2022 about Roblox&#39;s rich valuation. Let&#39;s look closer at this metaverse company and determine if the concern is justified, or if perhaps the stock is worth buying at its lower (but still elevated) price.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39c7699742042e6778c9a2fe3f20c4be\" tg-width=\"1126\" tg-height=\"680\" referrerpolicy=\"no-referrer\"/><span>VARIOUS CHARACTERS FROM THE ROBLOX UNIVERSE STAND TOGETHER ON A SIMULATED STREET IN THE ROBLOX &#34;METAVERSE.&#34; IMAGE SOURCE: ROBLOX.</span></p><p><b>Roblox is maintaining its user growth momentum</b></p><p>The Roblox app is free to join and use. The company earns revenue through in-app purchases voluntarily made by its users. This freemium model has helped the company attract 49.4 million daily active users (as of November). That&#39;s 35% higher than in the same month in 2020. User engagement and new signups surged for Roblox at the pandemic onset when millions of kids were sent home for remote learning, and extracurricular activities were paused. Despite economies reopening and schools bringing kids back to campus, Roblox has sustained its user growth rates. That&#39;s impressive.</p><p>If users wish to access certain items and activities on the platform, they do so by spending Robux, an in-game currency that is purchased with real money. The company records revenue when users spend Robux in the game. In its most recently reported quarter, ended Sept. 30, Roblox earned $509 million in revenue. That total was up by 102% from the same quarter in 2020. In fact, Roblox has doubled revenue year over year in each of the previous four quarters.</p><p>Roblox in-house developers do not create most of the games and items that players spend Robux on. Instead, Roblox has a community of third-party developers who spend their time and resources using the platform to create unique experiences, gameplay, and objects they think players will enjoy. This business model lowers the development costs for Roblox and it also lowers one of the biggest risks involved with game development -- the cost of developing an unpopular game. The user-developers take on the risk and only get their share of the compensation if the game attracts user engagement and Robux spending. Only proven hits that generate engagement make money.</p><p>The model is proving to be effective at generating cash flow for Roblox. While Roblox isnot profitable on the bottom line, it is earning a growing stream of free cash flow. It has put together a streak of five consecutive quarters where its free cash flow surpassed $100 million. That&#39;s remarkably higher than in all of 2019, when it earned less than $15 million in free cash flow.</p><p>The one metric for Roblox that shows anysigns of slowing downdue to economic reopening is the average booking per daily active user. Booking is the equivalent of a cash deposit. This is money that players are putting onto Roblox to buy Robux, but they have not used it just yet. In its most recent update, Roblox said the average booking per daily active user declined between 8% to 9% from the same month the prior year. A decrease in deposits could foreshadow decreasing year-over-year revenue.</p><p>Interestingly, the metaverse is a place where individuals can virtually interact with each other and their environment. Roblox platform is an early-stage version of this. &#34;Metaverse&#34; means different things to different people, and the way users of Roblox interact with each other through the program already fits at least one of these definitions. But there is more it can do, and Roblox management is working with in-house and outside developers to see where it can go with this trend. Of course, the quality of this experience is improved the more immersive it feels. In that regard, Roblox&#39;s attractiveness to users will increase as virtual reality hardware becomes more readily available at more affordable prices.</p><p><b>An excellent company that appears overpriced</b></p><p>The fall in Roblox&#39;s stock price has it trading at a price-to-sales ratio of 25.4, down from 40 just a few months ago. It also dropped its price-to-free-cash-flow ratio to 70, down from over 105 a few months earlier. Both metrics suggest the stock is still trading at a premium. Some of that may be related to Roblox&#39;s long-term potential to be a metaverse player. If you agree with this assessment, now might be as good a time as any to buy-in. For others, the fall has made Roblox stock a little more attractive, but investors might want towait a bit longer and see if there is a further pullbackbefore adding shares of this excellent metaversestock.</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>Down 15% Already in 2022, Is This Metaverse Stock a Buy?</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\">\nDown 15% Already in 2022, Is This Metaverse Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-13 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/13/is-this-metaverse-stock-buy-2022-roblox/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While 2021 was very good to Roblox(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. This gaming platform company with metaverse potential has been caught up in the broader growth stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/13/is-this-metaverse-stock-buy-2022-roblox/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"source_url":"https://www.fool.com/investing/2022/01/13/is-this-metaverse-stock-buy-2022-roblox/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194290313","content_text":"While 2021 was very good to Roblox(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. This gaming platform company with metaverse potential has been caught up in the broader growth stock sell-off and is trading down about 15% year to date.Part of the drop can be attributed to some investor concern heading into 2022 about Roblox's rich valuation. Let's look closer at this metaverse company and determine if the concern is justified, or if perhaps the stock is worth buying at its lower (but still elevated) price.VARIOUS CHARACTERS FROM THE ROBLOX UNIVERSE STAND TOGETHER ON A SIMULATED STREET IN THE ROBLOX \"METAVERSE.\" IMAGE SOURCE: ROBLOX.Roblox is maintaining its user growth momentumThe Roblox app is free to join and use. The company earns revenue through in-app purchases voluntarily made by its users. This freemium model has helped the company attract 49.4 million daily active users (as of November). That's 35% higher than in the same month in 2020. User engagement and new signups surged for Roblox at the pandemic onset when millions of kids were sent home for remote learning, and extracurricular activities were paused. Despite economies reopening and schools bringing kids back to campus, Roblox has sustained its user growth rates. That's impressive.If users wish to access certain items and activities on the platform, they do so by spending Robux, an in-game currency that is purchased with real money. The company records revenue when users spend Robux in the game. In its most recently reported quarter, ended Sept. 30, Roblox earned $509 million in revenue. That total was up by 102% from the same quarter in 2020. In fact, Roblox has doubled revenue year over year in each of the previous four quarters.Roblox in-house developers do not create most of the games and items that players spend Robux on. Instead, Roblox has a community of third-party developers who spend their time and resources using the platform to create unique experiences, gameplay, and objects they think players will enjoy. This business model lowers the development costs for Roblox and it also lowers one of the biggest risks involved with game development -- the cost of developing an unpopular game. The user-developers take on the risk and only get their share of the compensation if the game attracts user engagement and Robux spending. Only proven hits that generate engagement make money.The model is proving to be effective at generating cash flow for Roblox. While Roblox isnot profitable on the bottom line, it is earning a growing stream of free cash flow. It has put together a streak of five consecutive quarters where its free cash flow surpassed $100 million. That's remarkably higher than in all of 2019, when it earned less than $15 million in free cash flow.The one metric for Roblox that shows anysigns of slowing downdue to economic reopening is the average booking per daily active user. Booking is the equivalent of a cash deposit. This is money that players are putting onto Roblox to buy Robux, but they have not used it just yet. In its most recent update, Roblox said the average booking per daily active user declined between 8% to 9% from the same month the prior year. A decrease in deposits could foreshadow decreasing year-over-year revenue.Interestingly, the metaverse is a place where individuals can virtually interact with each other and their environment. Roblox platform is an early-stage version of this. \"Metaverse\" means different things to different people, and the way users of Roblox interact with each other through the program already fits at least one of these definitions. But there is more it can do, and Roblox management is working with in-house and outside developers to see where it can go with this trend. Of course, the quality of this experience is improved the more immersive it feels. In that regard, Roblox's attractiveness to users will increase as virtual reality hardware becomes more readily available at more affordable prices.An excellent company that appears overpricedThe fall in Roblox's stock price has it trading at a price-to-sales ratio of 25.4, down from 40 just a few months ago. It also dropped its price-to-free-cash-flow ratio to 70, down from over 105 a few months earlier. Both metrics suggest the stock is still trading at a premium. Some of that may be related to Roblox's long-term potential to be a metaverse player. If you agree with this assessment, now might be as good a time as any to buy-in. For others, the fall has made Roblox stock a little more attractive, but investors might want towait a bit longer and see if there is a further pullbackbefore adding shares of this excellent metaversestock.","news_type":1,"symbols_score_info":{"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006476313,"gmtCreate":1641828096084,"gmtModify":1676533651889,"author":{"id":"4098504382465600","authorId":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098504382465600","idStr":"4098504382465600"},"themes":[],"htmlText":"I can’t decide..","listText":"I can’t decide..","text":"I can’t decide..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006476313","repostId":"2202731582","repostType":4,"repost":{"id":"2202731582","kind":"highlight","pubTimestamp":1641871738,"share":"https://ttm.financial/m/news/2202731582?lang=&edition=fundamental","pubTime":"2022-01-11 11:28","market":"us","language":"en","title":"Better Buy: Roblox vs. Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2202731582","media":"Motley Fool","summary":"Will the growing gaming company outperform the tech titan this year?","content":"<div>\n<p>Roblox  and Apple are two very different types of tech companies that likely appeal to different kinds of investors.Roblox has been a favorite investment for growth-oriented investors ever since it ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/10/better-buy-roblox-vs-apple/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nBetter Buy: Roblox vs. Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-11 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/10/better-buy-roblox-vs-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roblox  and Apple are two very different types of tech companies that likely appeal to different kinds of investors.Roblox has been a favorite investment for growth-oriented investors ever since it ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/10/better-buy-roblox-vs-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AAPL":"苹果","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","RBLX":"Roblox Corporation","BK4535":"淡马锡持仓","BK4085":"互动家庭娱乐","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4565":"NFT概念","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/01/10/better-buy-roblox-vs-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202731582","content_text":"Roblox  and Apple are two very different types of tech companies that likely appeal to different kinds of investors.Roblox has been a favorite investment for growth-oriented investors ever since it went public via a direct listing last March. Apple also generated strong sales growth last year as it rolled out its first family of 5G devices, but it provides a more stable blend of value and growth.The differences between Roblox and Apple grew stark as rising inflation and interest rates rattled the tech sector.Over the past month, Roblox's stock sank more than 20% as those macroeconomic headwinds caused investors to sell their shares of expensive, speculative, and unprofitable tech companies. Roblox checked all three boxes.Meanwhile, Apple's stock rose nearly 10% as investors rotated toward safer blue-chip tech stocks. Analysts also fueled that rally by boosting their long-term expectations for Apple's upcoming AR, VR, and vehicle-related products. But will Apple stay ahead of Roblox throughout the rest of 2022?Roblox is an exciting metaverse playRoblox's platform enables people to create and share simple block-based games without any coding experience. It also enables its users to monetize their games with an in-game currency called Robux.Roblox's simple approach made it popular with tween users. As a result, its revenue jumped 82% in 2020 as more students stayed at home and spent more time on their computers throughout the pandemic.The bears expected Roblox's growth to decelerate in a post-lockdown market, but that slowdown hasn't happened yet. It generated triple-digit sales growth in the first nine months of 2021, and analysts expect its revenue to soar 196% for the full year.Roblox's daily active users (DAUs) rose 31% year-over-year to 47.3 million in the third quarter. A fifth of those users came from the Asia-Pacific region, which outpaced all of its other markets with 75% year-over-year growth. The company's growth cycle could last for a long time, since its creators constantly create new experiences to attract more players. It's also an attractive platform for companies to launch new metaverse experiences.However, its net losses continue to widen as it pays out high developer exchange fees (the cash payments for creators who trade in their Robux for real-world currencies) and big stock-based compensation expenses. Next year, analysts expect Roblox's revenue to rise 21% against some tough year-over-year comparisons as its net loss widens again.Roblox's stock isn't extremely expensive at 16 times next year's sales, but that price-to-sales ratio is still a bit frothy for a company with murky long-term growth prospects. It's still unclear if Roblox's tween users will stick around as they age, if it can lower Robux's exchange rate to boost its margins without alienating its creators, and if it will ever turn a profit. Those uncertainties make Roblox a tough stock to own as interest rates rise.But Apple offers more predictable returnsApple's revenue rose 33% in fiscal 2021, which ended last September. Its iPhone sales, which accounted for over half of its top line, jumped 39% after it rolled out its first family of 5G devices. Its diluted earnings per share, which benefited from nearly $86 billion in stock buybacks, soared 71%.Analysts expect Apple's revenue and earnings to grow just 4% and 2%, respectively, this year, as the 5G upgrade cycle cools off. The ongoing chip shortages and supply chain challenges will also throttle its growth.That slowdown is disappointing, but investors should recognize Apple's other strengths. A recent CIRP survey found that 90% of iPhone users plan to stick with Apple instead of switching to an Android device. It also ended fiscal 2021 with 745 million paid subscribers across all of its services, which grew nearly five times from five years ago and further increases the stickiness of its ecosystem.Apple's hardware sales should stabilize after it resolves its supply chain shortages, and its luxury appeal will enable it to easily pass on its higher costs to consumers -- which makes it an inflation-resistant investment. Rising interest rates also aren't a major issue for Apple, since it's firmly profitable and ended last year with $191 billion in cash and marketable securities.Apple will likely introduce new augmented reality, virtual reality, and electric vehicle products to significantly expand its ecosystem over the next few years. It could also make a lot of acquisitions to accelerate those ambitions, which would expand its reach far beyond its iPhone, iPad, and Mac products.Apple's stock looks historically expensive at 32 times forward earnings, and its paltry forward dividend yield of 0.5% won't attract any serious income investors. Nonetheless, Apple's resilience in a market rattled by higher inflation and interest rates might justify that slight premium.The winner for 2022: AppleRoblox is still a promising investment for long-term growth investors, but I doubt it will outperform Apple this year.Roblox still faces too many uncertainties to be considered a stable investment in a shaky market, and it should remain out of favor as long as interest rates keep climbing. I'm not sure if Apple will outperform the broader market this year, but it will likely generate stronger returns than Roblox as investors gravitate toward quality instead of speculative growth.","news_type":1,"symbols_score_info":{"RBLX":1,"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008778101,"gmtCreate":1641539103247,"gmtModify":1676533626950,"author":{"id":"4098504382465600","authorId":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098504382465600","idStr":"4098504382465600"},"themes":[],"htmlText":"Should we?","listText":"Should we?","text":"Should we?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008778101","repostId":"2201622652","repostType":4,"isVote":1,"tweetType":1,"viewCount":1826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}