Scarface的个人主页 - 老虎社区

Scarface

Scarface

个人简介：Ain't no chivato

IP属地：未知

390关注

240粉丝

0主题

0勋章

2021-11-18

Daddy Jensen

Nvidia stock jumped 6.5% in premarket trading

2021-08-20

$Applied Materials(AMAT)$Apply Yourself [得意]

2021-10-23

$Phunware, Inc.(PHUN)$lol

2021-06-20

[得意]

U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week

2021-12-05

[Facepalm]

Marvell will be 'in the same camp' as AMD, Nvidia after 'one of the best' semiconductor earnings calls

2021-10-02

$ASML Holding NV(ASML)$[流泪] [流泪]

2021-08-05

$AMC Entertainment(AMC)$Go! C'mon [愤怒] [愤怒]

2021-07-07

$Micron Technology(MU)$[微笑]

2021-12-16

Thank Lord Powell. [LOL]

2021-12-07

$GLOBALFOUNDRIES Inc.(GFS)$Good F*ckng Stock [Sly]

2021-08-13

$Applied Materials(AMAT)$[摊手]

2021-04-16

$Taiwan Semiconductor Manufacturing(TSM)$[捂脸] [捂脸]

2021-11-17

Brainard is hot!

Who Will Be the Next Fed Chair? Why Brainard Is Gaining on Powell.

2021-10-14

[邪恶]

Taiwan's TSMC posts 13.8% rise in Q3 profit on global chip demand surge

2021-08-25

$Applied Materials(AMAT)$[哇塞]

2021-06-16

[暗中观察]

It’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks

2021-05-13

$Applied Materials(AMAT)$[流泪] [流泪] [流泪]

2021-04-21

$AMD(AMD)$[晕] C'mon Amd

2021-12-27

Mid 2022 cyber attack then crash

JPMorgan Says Investors Too Bearish, Doesn’t See Stock Selloff

2021-10-20

$ASML Holding NV(ASML)$$1000 stock.

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2022 cyber attack then crash&nbsp;","listText":"Mid 2022 cyber attack then crash&nbsp;","text":"Mid 2022 cyber attack then crash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696975803","repostId":"1169825066","repostType":4,"repost":{"id":"1169825066","pubTimestamp":1640606336,"share":"https://www.laohu8.com/m/news/1169825066?lang=&edition=full","pubTime":"2021-12-27 19:58","market":"us","language":"en","title":"JPMorgan Says Investors Too Bearish, Doesn’t See Stock Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1169825066","media":"Bloomberg","summary":"Strategists say market concentration doesn’t indicate peak\nU.S. rally may become broader in January,","content":"<ul>\n <li>Strategists say market concentration doesn’t indicate peak</li>\n <li>U.S. rally may become broader in January, according to note</li>\n</ul>\n<p>There’s no reason to fear that the rally that catapulted U.S. stocks to successive records this year will end anytime soon, according to JPMorgan Chase &amp; Co. strategists. In fact, more investors may soon join.</p>\n<p>“Conditions for a large selloff are not in place right now given already low investor positioning, record buybacks, limited systematic amplifiers, and positive January seasonals,” the strategists led by Dubravko Lakos-Bujas wrote in a note to clients. “Investor positioning is too bearish -- the market has taken the hawkish central bank and bearish omicron narratives too far.”</p>\n<p>While the S&amp;P 500 climbed to yet another record high last week, the rally has been increasingly driven by a narrow group of mega-cap companies, which is reminiscent of the bubble in tech stocks at the turn of the century. With the economic rebound following the pandemic-induced slump now past its peak, some fund managers have warned that the next stage in the cycle is a&nbsp;correction, as central banks and governments wind down stimulus measures to tame surging inflation.</p>\n<p><img src=\"https://static.tigerbbs.com/70927f00fd2b34d5345dd03f72195d1f\" tg-width=\"976\" tg-height=\"550\" width=\"100%\" height=\"auto\"></p>\n<p>For JPMorgan strategists, however, the “extreme stock dispersion and record concentration within equities” is an indicator of an abundance of caution, not a looming selloff. Investors have been treating mega caps as safe-havens, or “pseudo-bonds,” the strategists wrote.</p>\n<p>If anything, the drawdown in smaller companies offers investors attractive entry points for “reopening stocks”, such as travel and hospitality, as well as energy and e-commerce, as inflation normalizes and concerns over the Fed’s hawkishness abate, the strategists said.</p>\n<p>The bullish outlook echoes the one of Goldman Sachs Group Inc. strategists, who also said earlier this month that the narrowing rally doesn’t point to an imminent&nbsp;major drawdown.</p>\n<p>“Rising concentration is not a reliable indicator for market peaks,” JPMorgan strategists said.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Says Investors Too Bearish, Doesn’t See Stock Selloff</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\">\nJPMorgan Says Investors Too Bearish, Doesn’t See Stock Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 19:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-27/jpmorgan-says-investors-too-bearish-doesn-t-see-stock-selloff?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Strategists say market concentration doesn’t indicate peak\nU.S. rally may become broader in January, according to note\n\nThere’s no reason to fear that the rally that catapulted U.S. stocks to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-27/jpmorgan-says-investors-too-bearish-doesn-t-see-stock-selloff?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-27/jpmorgan-says-investors-too-bearish-doesn-t-see-stock-selloff?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169825066","content_text":"Strategists say market concentration doesn’t indicate peak\nU.S. rally may become broader in January, according to note\n\nThere’s no reason to fear that the rally that catapulted U.S. stocks to successive records this year will end anytime soon, according to JPMorgan Chase & Co. strategists. In fact, more investors may soon join.\n“Conditions for a large selloff are not in place right now given already low investor positioning, record buybacks, limited systematic amplifiers, and positive January seasonals,” the strategists led by Dubravko Lakos-Bujas wrote in a note to clients. “Investor positioning is too bearish -- the market has taken the hawkish central bank and bearish omicron narratives too far.”\nWhile the S&P 500 climbed to yet another record high last week, the rally has been increasingly driven by a narrow group of mega-cap companies, which is reminiscent of the bubble in tech stocks at the turn of the century. With the economic rebound following the pandemic-induced slump now past its peak, some fund managers have warned that the next stage in the cycle is a correction, as central banks and governments wind down stimulus measures to tame surging inflation.\n\nFor JPMorgan strategists, however, the “extreme stock dispersion and record concentration within equities” is an indicator of an abundance of caution, not a looming selloff. Investors have been treating mega caps as safe-havens, or “pseudo-bonds,” the strategists wrote.\nIf anything, the drawdown in smaller companies offers investors attractive entry points for “reopening stocks”, such as travel and hospitality, as well as energy and e-commerce, as inflation normalizes and concerns over the Fed’s hawkishness abate, the strategists said.\nThe bullish outlook echoes the one of Goldman Sachs Group Inc. strategists, who also said earlier this month that the narrowing rally doesn’t point to an imminent major drawdown.\n“Rising concentration is not a reliable indicator for market peaks,” JPMorgan strategists said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607769266,"gmtCreate":1639600631761,"gmtModify":1639600633817,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thank Lord Powell.&nbsp;[LOL]&nbsp;","listText":"Thank Lord Powell.&nbsp;[LOL]&nbsp;","text":"Thank Lord Powell. [LOL]","images":[{"img":"https://static.tigerbbs.com/861e6bec93b1e8af3ea1c508dffc6fbe","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607769266","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606929147,"gmtCreate":1638818925937,"gmtModify":1638818927738,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>Good F*ckng Stock&nbsp;[Sly]&nbsp;","listText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>Good F*ckng Stock&nbsp;[Sly]&nbsp;","text":"$GLOBALFOUNDRIES Inc.(GFS)$Good F*ckng Stock [Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606929147","isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608610739,"gmtCreate":1638708451122,"gmtModify":1638708451998,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608610739","repostId":"2188787815","repostType":4,"repost":{"id":"2188787815","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1638583020,"share":"https://www.laohu8.com/m/news/2188787815?lang=&edition=full","pubTime":"2021-12-04 09:57","market":"us","language":"en","title":"Marvell will be 'in the same camp' as AMD, Nvidia after 'one of the best' semiconductor earnings calls","url":"https://stock-news.laohu8.com/highlight/detail?id=2188787815","media":"Dow Jones","summary":"Stock jumps more than 17%, its best day since 2008, as analysts describe chip maker's earnings as 'w","content":"<p>Stock jumps more than 17%, its best day since 2008, as analysts describe chip maker's earnings as 'watershed quarter'</p>\n<p>Shares of Marvell Technology Inc. experienced their best trading day in 13 years after an earnings report that led analysts to predict the chip maker's ascension into the top tier of hot semiconductor stocks.</p>\n<p>Marvell shares <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> increased 17.7% Friday following the company's fiscal third-quarter earnings report, which saw Marvell top expectations for its latest quarter, issue an upbeat forecast for the current period, and offer encouraging longer-term commentary. The stock posted its largest single-day percentage gain since Dec. 3, 2008, when it rose 20.4%.</p>\n<p>Chief Financial Officer Jean Hu said on the earnings call late Thursday that she expects \"continued strong demand across our end markets and improvement in supply to drive our top line revenue growth above 30% in fiscal 2023.\" That projection generated enthusiasm, as did Marvell's January-quarter revenue forecast that implied upwards of 60% growth.</p>\n<p>The company's earnings call could have been \"one of the best (if not the best) semi conf[erence] calls I have listened to in quite some time,\" wrote Mizuho desk-based analyst Jordan Klein in a note affiliated with Mizuho's sales operations and not its research team. \"In fact, it was a GAME-CHANGER for investors and in my view squarely positions Marvell as a best-in-class GROWTH SEMI into CY22,\" he continued.</p>\n<p>Marvell \"will be in the same camp now\" as Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, he argued, amid the company's cheery growth projections and likely expectations among the bull camp for $4 a share in annual earnings power within a few years. The company has a \"clear line of sight given a backlog full of design wins that has basically locked in that growth rate\" on the revenue line, he said in his note.</p>\n<p>The current FactSet EPS consensus is $1.54 for the current fiscal year, and is $2.20 for next year.</p>\n<p>Klein wasn't alone in likening Marvell to a red-hot chip stock. \"Marvell just pulled an 'Nvidia' on the Street last night, with an unambiguous beat and raise and taking FY23 sales growth to over 30%,\" Rosenblatt Securities analyst Hans Mosesmann wrote.</p>\n<p>Marvell's report sparked at least one upgrade from a research analyst: Cowen &amp; Co.'s Karl Ackerman, who lifted his rating on Marvell's stock to outperform from market perform.</p>\n<p>\"It's hard to argue this was anything but a watershed quarter with a triad of better results, better guidance, and an expanding design pipeline that anchors a new F23 guide,\" Ackerman wrote.</p>\n<p>Ackerman cheered Marvell's recent evolution, anchored by \"portfolio-optimization\" progress that has made the company increasingly competitive, in his view.</p>\n<p>\"Marvell has transformed itself from being a fast-follower to a market leader of providing semi-custom, integrated ICs on leading-edge silicon that address bandwidth friction existing in today's networks,\" he wrote, while increasing his price target to $100 from $60.</p>\n<p>The report served as validation for those who had already taken bullish views on the stock and are now bringing their expectations higher. \"Taking a step back, we have been highlighting Marvell as one of the best growth stories in semis, and to this end they are clearly not disappointing,\" Evercore ISI analyst C.J. Muse wrote.</p>\n<p>Muse now sees \"a clear path to a $3.25+ earnings stretch goal in FY24,\" whereas the consensus was for $2.43 a share, he said. \"Looking out further, we believe that the $4.00 bogey we have been discussing by CY25 is now likely conservative -- with earnings likely tracking closer to $4.25+ when all is said and done (at a minimum),\" Muse continued, while boosting his price target to $105 from $72 and keeping an outperform rating.</p>\n<p>Marvell shares have rocketed 75% so far this year, while Nvidia shares have soared 134%, AMD's stock has rallied 56% and the S&amp;P 500 has risen 20%.</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>Marvell will be 'in the same camp' as AMD, Nvidia after 'one of the best' semiconductor earnings calls</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\">\nMarvell will be 'in the same camp' as AMD, Nvidia after 'one of the best' semiconductor earnings calls\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-12-04 09:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Stock jumps more than 17%, its best day since 2008, as analysts describe chip maker's earnings as 'watershed quarter'</p>\n<p>Shares of Marvell Technology Inc. experienced their best trading day in 13 years after an earnings report that led analysts to predict the chip maker's ascension into the top tier of hot semiconductor stocks.</p>\n<p>Marvell shares <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> increased 17.7% Friday following the company's fiscal third-quarter earnings report, which saw Marvell top expectations for its latest quarter, issue an upbeat forecast for the current period, and offer encouraging longer-term commentary. The stock posted its largest single-day percentage gain since Dec. 3, 2008, when it rose 20.4%.</p>\n<p>Chief Financial Officer Jean Hu said on the earnings call late Thursday that she expects \"continued strong demand across our end markets and improvement in supply to drive our top line revenue growth above 30% in fiscal 2023.\" That projection generated enthusiasm, as did Marvell's January-quarter revenue forecast that implied upwards of 60% growth.</p>\n<p>The company's earnings call could have been \"one of the best (if not the best) semi conf[erence] calls I have listened to in quite some time,\" wrote Mizuho desk-based analyst Jordan Klein in a note affiliated with Mizuho's sales operations and not its research team. \"In fact, it was a GAME-CHANGER for investors and in my view squarely positions Marvell as a best-in-class GROWTH SEMI into CY22,\" he continued.</p>\n<p>Marvell \"will be in the same camp now\" as Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, he argued, amid the company's cheery growth projections and likely expectations among the bull camp for $4 a share in annual earnings power within a few years. The company has a \"clear line of sight given a backlog full of design wins that has basically locked in that growth rate\" on the revenue line, he said in his note.</p>\n<p>The current FactSet EPS consensus is $1.54 for the current fiscal year, and is $2.20 for next year.</p>\n<p>Klein wasn't alone in likening Marvell to a red-hot chip stock. \"Marvell just pulled an 'Nvidia' on the Street last night, with an unambiguous beat and raise and taking FY23 sales growth to over 30%,\" Rosenblatt Securities analyst Hans Mosesmann wrote.</p>\n<p>Marvell's report sparked at least one upgrade from a research analyst: Cowen &amp; Co.'s Karl Ackerman, who lifted his rating on Marvell's stock to outperform from market perform.</p>\n<p>\"It's hard to argue this was anything but a watershed quarter with a triad of better results, better guidance, and an expanding design pipeline that anchors a new F23 guide,\" Ackerman wrote.</p>\n<p>Ackerman cheered Marvell's recent evolution, anchored by \"portfolio-optimization\" progress that has made the company increasingly competitive, in his view.</p>\n<p>\"Marvell has transformed itself from being a fast-follower to a market leader of providing semi-custom, integrated ICs on leading-edge silicon that address bandwidth friction existing in today's networks,\" he wrote, while increasing his price target to $100 from $60.</p>\n<p>The report served as validation for those who had already taken bullish views on the stock and are now bringing their expectations higher. \"Taking a step back, we have been highlighting Marvell as one of the best growth stories in semis, and to this end they are clearly not disappointing,\" Evercore ISI analyst C.J. Muse wrote.</p>\n<p>Muse now sees \"a clear path to a $3.25+ earnings stretch goal in FY24,\" whereas the consensus was for $2.43 a share, he said. \"Looking out further, we believe that the $4.00 bogey we have been discussing by CY25 is now likely conservative -- with earnings likely tracking closer to $4.25+ when all is said and done (at a minimum),\" Muse continued, while boosting his price target to $105 from $72 and keeping an outperform rating.</p>\n<p>Marvell shares have rocketed 75% so far this year, while Nvidia shares have soared 134%, AMD's stock has rallied 56% and the S&amp;P 500 has risen 20%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MRVL":"迈威尔科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188787815","content_text":"Stock jumps more than 17%, its best day since 2008, as analysts describe chip maker's earnings as 'watershed quarter'\nShares of Marvell Technology Inc. experienced their best trading day in 13 years after an earnings report that led analysts to predict the chip maker's ascension into the top tier of hot semiconductor stocks.\nMarvell shares $(MRVL)$ increased 17.7% Friday following the company's fiscal third-quarter earnings report, which saw Marvell top expectations for its latest quarter, issue an upbeat forecast for the current period, and offer encouraging longer-term commentary. The stock posted its largest single-day percentage gain since Dec. 3, 2008, when it rose 20.4%.\nChief Financial Officer Jean Hu said on the earnings call late Thursday that she expects \"continued strong demand across our end markets and improvement in supply to drive our top line revenue growth above 30% in fiscal 2023.\" That projection generated enthusiasm, as did Marvell's January-quarter revenue forecast that implied upwards of 60% growth.\nThe company's earnings call could have been \"one of the best (if not the best) semi conf[erence] calls I have listened to in quite some time,\" wrote Mizuho desk-based analyst Jordan Klein in a note affiliated with Mizuho's sales operations and not its research team. \"In fact, it was a GAME-CHANGER for investors and in my view squarely positions Marvell as a best-in-class GROWTH SEMI into CY22,\" he continued.\nMarvell \"will be in the same camp now\" as Advanced Micro Devices Inc. $(AMD)$ and Nvidia Corp. $(NVDA)$, he argued, amid the company's cheery growth projections and likely expectations among the bull camp for $4 a share in annual earnings power within a few years. The company has a \"clear line of sight given a backlog full of design wins that has basically locked in that growth rate\" on the revenue line, he said in his note.\nThe current FactSet EPS consensus is $1.54 for the current fiscal year, and is $2.20 for next year.\nKlein wasn't alone in likening Marvell to a red-hot chip stock. \"Marvell just pulled an 'Nvidia' on the Street last night, with an unambiguous beat and raise and taking FY23 sales growth to over 30%,\" Rosenblatt Securities analyst Hans Mosesmann wrote.\nMarvell's report sparked at least one upgrade from a research analyst: Cowen & Co.'s Karl Ackerman, who lifted his rating on Marvell's stock to outperform from market perform.\n\"It's hard to argue this was anything but a watershed quarter with a triad of better results, better guidance, and an expanding design pipeline that anchors a new F23 guide,\" Ackerman wrote.\nAckerman cheered Marvell's recent evolution, anchored by \"portfolio-optimization\" progress that has made the company increasingly competitive, in his view.\n\"Marvell has transformed itself from being a fast-follower to a market leader of providing semi-custom, integrated ICs on leading-edge silicon that address bandwidth friction existing in today's networks,\" he wrote, while increasing his price target to $100 from $60.\nThe report served as validation for those who had already taken bullish views on the stock and are now bringing their expectations higher. \"Taking a step back, we have been highlighting Marvell as one of the best growth stories in semis, and to this end they are clearly not disappointing,\" Evercore ISI analyst C.J. Muse wrote.\nMuse now sees \"a clear path to a $3.25+ earnings stretch goal in FY24,\" whereas the consensus was for $2.43 a share, he said. \"Looking out further, we believe that the $4.00 bogey we have been discussing by CY25 is now likely conservative -- with earnings likely tracking closer to $4.25+ when all is said and done (at a minimum),\" Muse continued, while boosting his price target to $105 from $72 and keeping an outperform rating.\nMarvell shares have rocketed 75% so far this year, while Nvidia shares have soared 134%, AMD's stock has rallied 56% and the S&P 500 has risen 20%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878447072,"gmtCreate":1637226658391,"gmtModify":1637230304720,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Daddy Jensen","listText":"Daddy Jensen","text":"Daddy Jensen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878447072","repostId":"1117103146","repostType":4,"repost":{"id":"1117103146","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":1637226090,"share":"https://www.laohu8.com/m/news/1117103146?lang=&edition=full","pubTime":"2021-11-18 17:01","market":"us","language":"en","title":"Nvidia stock jumped 6.5% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1117103146","media":"Tiger Newspress","summary":"Excitement about the metaverse has lifted Nvidia stock to record highs—a surge of enthusiasm so powe","content":"<p>Excitement about the metaverse has lifted&nbsp;Nvidia&nbsp;stock to record highs—a surge of enthusiasm so powerful that it seemed that blowout third-quarter results would be needed to give the shares an extra lift.</p>\n<p>Yet the stock is rising, at least for now. The chip maker delivered.</p>\n<p>Nvidia&nbsp;on Wednesday reported October quarter adjusted net income of $2.97 billion, or $1.17 a share. Revenue surged about 50% year over year to a record $7.10 billion. Analysts were only looking for adjusted earnings of $1.11 a share and sales of $6.82 billion, according to FactSet.</p>\n<p>Nvidia stock jumped 6.5% in premarket trading&nbsp;Thursday.The company will pay a 4-cent-per- share dividend on Dec. 23 for shareholders of record on Dec. 2.</p>\n<p><img src=\"https://static.tigerbbs.com/121804e54feaffa09491594a38be63a3\" tg-width=\"850\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>\n<p>“Demand for NVIDIA AI is surging, driven by hyperscale and cloud scale-out, and broadening adoption by more than 25,000 companies,” CEO Jensen Huang said in the earnings release. “NVIDIA RTX has reinvented computer graphics with ray tracing and AI, and is the ideal upgrade for the large, growing market of gamers and creators, as well as designers and professionals building home workstations.”</p>\n<p>For the fourth quarter of fiscal 2022, the company expects revenue of $7.4 billion, plus or minus 2%.</p>\n<p>Though videogame firms and chip makers have been talking about the metaverse for years, it was Mark Zuckerberg, CEO of&nbsp;Meta Platforms, formerly known as&nbsp;Facebook,who put the investing theme on the map for mainstream analysts last month. He has portrayed the metaverse as a natural step for the internet, and Nvidia stands to benefit.</p>\n<p>Connectivity and social interaction in virtual 3D worlds were at the center of Zuckerberg’s pitch. Investors know that such online worlds will be powered by graphics cards like the ones Nvidia makes.</p>\n<p>Nvidia shares surged earlier this month as analysts took a stab at sizing up the chipmaker’s metaverse opportunity. Aside from the chips, experts point to an opportunity found in Nvidia’s efforts to build an open platform for virtual collaboration that&nbsp;it calls Nvidia Omniverse.</p>\n<p>“Omniverse will be used from collaborative design, customer service avatars and videoconferencing, to digital twins of factories, processing plants, even entire cities,” Huang said in the earnings release.&nbsp;“Omniverse brings together NVIDIA’s expertise in AI, simulation, graphics and computing infrastructure.&nbsp;This is the tip of the iceberg of what’s to come.”</p>\n<p>The offering&nbsp;will help artists collaborate in real time and create accurate simulations with realistic lighting; analysts at Wells Fargo wrote earlier this month that as many as 20 million designers and engineers could turn to it. The analysts argued Nvidia is an “enabler/platform for the development of the Metaverse across a wide range of vertical&nbsp;apps.”</p>\n<p>All the excitement has led to a metaverse frenzy in Nvidia stock. After its decline in regular hours on Wednesday, Nvidia closed with a $731.5 billion market capitalization.</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>Nvidia stock jumped 6.5% 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\">\nNvidia stock jumped 6.5% 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\">2021-11-18 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Excitement about the metaverse has lifted&nbsp;Nvidia&nbsp;stock to record highs—a surge of enthusiasm so powerful that it seemed that blowout third-quarter results would be needed to give the shares an extra lift.</p>\n<p>Yet the stock is rising, at least for now. The chip maker delivered.</p>\n<p>Nvidia&nbsp;on Wednesday reported October quarter adjusted net income of $2.97 billion, or $1.17 a share. Revenue surged about 50% year over year to a record $7.10 billion. Analysts were only looking for adjusted earnings of $1.11 a share and sales of $6.82 billion, according to FactSet.</p>\n<p>Nvidia stock jumped 6.5% in premarket trading&nbsp;Thursday.The company will pay a 4-cent-per- share dividend on Dec. 23 for shareholders of record on Dec. 2.</p>\n<p><img src=\"https://static.tigerbbs.com/121804e54feaffa09491594a38be63a3\" tg-width=\"850\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>\n<p>“Demand for NVIDIA AI is surging, driven by hyperscale and cloud scale-out, and broadening adoption by more than 25,000 companies,” CEO Jensen Huang said in the earnings release. “NVIDIA RTX has reinvented computer graphics with ray tracing and AI, and is the ideal upgrade for the large, growing market of gamers and creators, as well as designers and professionals building home workstations.”</p>\n<p>For the fourth quarter of fiscal 2022, the company expects revenue of $7.4 billion, plus or minus 2%.</p>\n<p>Though videogame firms and chip makers have been talking about the metaverse for years, it was Mark Zuckerberg, CEO of&nbsp;Meta Platforms, formerly known as&nbsp;Facebook,who put the investing theme on the map for mainstream analysts last month. He has portrayed the metaverse as a natural step for the internet, and Nvidia stands to benefit.</p>\n<p>Connectivity and social interaction in virtual 3D worlds were at the center of Zuckerberg’s pitch. Investors know that such online worlds will be powered by graphics cards like the ones Nvidia makes.</p>\n<p>Nvidia shares surged earlier this month as analysts took a stab at sizing up the chipmaker’s metaverse opportunity. Aside from the chips, experts point to an opportunity found in Nvidia’s efforts to build an open platform for virtual collaboration that&nbsp;it calls Nvidia Omniverse.</p>\n<p>“Omniverse will be used from collaborative design, customer service avatars and videoconferencing, to digital twins of factories, processing plants, even entire cities,” Huang said in the earnings release.&nbsp;“Omniverse brings together NVIDIA’s expertise in AI, simulation, graphics and computing infrastructure.&nbsp;This is the tip of the iceberg of what’s to come.”</p>\n<p>The offering&nbsp;will help artists collaborate in real time and create accurate simulations with realistic lighting; analysts at Wells Fargo wrote earlier this month that as many as 20 million designers and engineers could turn to it. The analysts argued Nvidia is an “enabler/platform for the development of the Metaverse across a wide range of vertical&nbsp;apps.”</p>\n<p>All the excitement has led to a metaverse frenzy in Nvidia stock. After its decline in regular hours on Wednesday, Nvidia closed with a $731.5 billion market capitalization.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117103146","content_text":"Excitement about the metaverse has lifted Nvidia stock to record highs—a surge of enthusiasm so powerful that it seemed that blowout third-quarter results would be needed to give the shares an extra lift.\nYet the stock is rising, at least for now. The chip maker delivered.\nNvidia on Wednesday reported October quarter adjusted net income of $2.97 billion, or $1.17 a share. Revenue surged about 50% year over year to a record $7.10 billion. Analysts were only looking for adjusted earnings of $1.11 a share and sales of $6.82 billion, according to FactSet.\nNvidia stock jumped 6.5% in premarket trading Thursday.The company will pay a 4-cent-per- share dividend on Dec. 23 for shareholders of record on Dec. 2.\n\n“Demand for NVIDIA AI is surging, driven by hyperscale and cloud scale-out, and broadening adoption by more than 25,000 companies,” CEO Jensen Huang said in the earnings release. “NVIDIA RTX has reinvented computer graphics with ray tracing and AI, and is the ideal upgrade for the large, growing market of gamers and creators, as well as designers and professionals building home workstations.”\nFor the fourth quarter of fiscal 2022, the company expects revenue of $7.4 billion, plus or minus 2%.\nThough videogame firms and chip makers have been talking about the metaverse for years, it was Mark Zuckerberg, CEO of Meta Platforms, formerly known as Facebook,who put the investing theme on the map for mainstream analysts last month. He has portrayed the metaverse as a natural step for the internet, and Nvidia stands to benefit.\nConnectivity and social interaction in virtual 3D worlds were at the center of Zuckerberg’s pitch. Investors know that such online worlds will be powered by graphics cards like the ones Nvidia makes.\nNvidia shares surged earlier this month as analysts took a stab at sizing up the chipmaker’s metaverse opportunity. Aside from the chips, experts point to an opportunity found in Nvidia’s efforts to build an open platform for virtual collaboration that it calls Nvidia Omniverse.\n“Omniverse will be used from collaborative design, customer service avatars and videoconferencing, to digital twins of factories, processing plants, even entire cities,” Huang said in the earnings release. “Omniverse brings together NVIDIA’s expertise in AI, simulation, graphics and computing infrastructure. This is the tip of the iceberg of what’s to come.”\nThe offering will help artists collaborate in real time and create accurate simulations with realistic lighting; analysts at Wells Fargo wrote earlier this month that as many as 20 million designers and engineers could turn to it. The analysts argued Nvidia is an “enabler/platform for the development of the Metaverse across a wide range of vertical apps.”\nAll the excitement has led to a metaverse frenzy in Nvidia stock. After its decline in regular hours on Wednesday, Nvidia closed with a $731.5 billion market capitalization.","news_type":1},"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878047150,"gmtCreate":1637129988898,"gmtModify":1637130021092,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Brainard is hot!&nbsp;","listText":"Brainard is hot!&nbsp;","text":"Brainard is hot!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878047150","repostId":"1116775921","repostType":2,"repost":{"id":"1116775921","pubTimestamp":1637120007,"share":"https://www.laohu8.com/m/news/1116775921?lang=&edition=full","pubTime":"2021-11-17 11:33","market":"us","language":"en","title":"Who Will Be the Next Fed Chair? Why Brainard Is Gaining on Powell.","url":"https://stock-news.laohu8.com/highlight/detail?id=1116775921","media":"Barrons","summary":"The decision on who will lead the Federal Reserve for the next four years is reportedly imminent, an","content":"<p>The decision on who will lead the Federal Reserve for the next four years is reportedly imminent, and the implications will go beyond when interest rates will begin to be raised.</p>\n<p>The horse race currently is between the current chair, Jerome Powell, and Lael Brainard, one of the Fed Board governors. On matters of monetary policy, the two have been on the same page throughout their tenures. But on regulatory and political matters, there are important differences. The decision by President Joe Biden will likely turn on those factors—plus the important question of who can garner 50 votes in the Senate to be confirmed.</p>\n<p>Senate Banking Chairman Sherrod Brown (D., Ohio) said he was told by White House officials a decision on the Fed chair is “imminent,” Bloomberg reported late Monday, while Biden said on Nov. 2 that the choice would be announced “fairly quickly.” The choice of who would lead the central bank when Powell’s term as chair expires next February typically would have been made weeks ago, but apparently the administration has had its hands full getting its key legislative initiatives through Congress.</p>\n<p>As with the fight over Build Back Better, the social spending measure now mired in the Senate, the choice at the Fed comes down to the tug of war between moderates, who favor Powell, and progressives, who would prefer to replace him with Brainard.</p>\n<p>Powell is a Republican who was nominated by former President Donald Trump as Fed chair after having been picked as a Fed governor by former President Barack Obama in 2011. Powell isn’t a trained economist. Instead, he has a law degree and worked in private equity.</p>\n<p>Brainard is a Democrat and an economist who served in the Obama and Clinton administrations. She also contributed to Hillary Clinton’s 2016 unsuccessful presidential campaign.</p>\n<p>On matters of monetary policy—which centers on the setting of interest rates and the purchase or sale of securities by the central bank to guide the overall economy—there is little difference between Powell and Brainard. He has overseen a significant change in the Fed’s approach, called Flexible Average Inflation Targeting, or FAIT to Fed watchers.</p>\n<p>The new tack lets the Fed have inflation run above its 2% nominal target to make up for previous shortfalls. In practical terms, FAIT allows the economy to reach “maximum employment” before the federal-funds rate target, which remains at a rock-bottom 0%-0.25%, is raised.</p>\n<p>The Fed is only beginning to reduce its massive securities purchases from the $120 billion monthly pace started during the crisis period of March 2020 triggered by the shutdowns to curb Covid-19. Along with massive fiscal injections, this ultra-easy monetary policy has lifted inflation to over 6% annually, according to the latest reading of the consumer price index.</p>\n<p>Powell has admitted inflation has risen more than expected, but he continues to call it transitory and argue it will subside when supply-chain kinks are worked out. Brainard concurred with the decision to taper the Fed’s bond buying but may lean toward more patience on inflation before hiking rates. But until now, the differences on that score are minimal between the two.</p>\n<p>Brainard, however, has been tougher on matters of financial regulation, dissenting regularly on decisions to ease restraints, including those imposed by the Dodd-Frank legislation enacted following the 2008-09 financial crisis. Powell has generally voted in favor of loosening some curbs, which spurred Sen. Elizabeth Warren (D., Mass.) to call him a “dangerous man” whose renomination she said she would would oppose.</p>\n<p>Powell had been thought to be the favorite to be tapped for a second term. Yellen has publicly backed him to maintain continuity and to return to the tradition of a first-term president keeping the sitting Fed chair, even if that person was from the other party. She herself was denied a second term as Fed chair by Trump. Her predecessor, Ben Bernanke, a Republican, was given a second term by Obama. Similarly, Republican Alan Greenspan was renominated by Bill Clinton, and Democrat Paul Volcker was given a second term by Ronald Reagan.</p>\n<p>But more recently, Yellen has hedged her endorsement. “I’ve said that I think chair Powell has done a very good job of running the Fed, of addressing the issues, particularly that arose when the pandemic struck,” she said Sunday on CBS ‘s Face the Nation. “But what’s important is that President Biden choose someone who’s experienced and credible and there are a range of candidates.”</p>\n<p>Powell and Brainard were both reported to have been interviewed at the White House last week, with only Biden and National Economic Council head Brian Deese present. Yellen’s absence was notable given both her status as Treasury secretary and as the former Fed chair.</p>\n<p>“Like the Senate Banking Chairman and many progressive Democrats, Mr. Deese firmly believes that monetary policy can be used to tackle and solve climate change, eliminate racism, and perhaps even get my 12-year-old son to consistently make his bed. There’s NOTHING that monetary policy—with the right leadership—cannot solve. It’s activist, very progressive…even experimental policy,” John Brady, managing director of institutional sales at Chicago-based institutional futures broker R.J. O’Brien, acidly writes in a client note.</p>\n<p>Brainard is seen as more sympathetic to this broader view of the Fed’s remit than Powell. As such, Danielle DiMartino Booth, former adviser to Richard Fisher, the former Dallas Fed president, and publisher of the Quill Intelligence advisory service, thinks it would be a “massive gamble” for Biden to nominate Brainard now.</p>\n<p>She sees the election results of two weeks ago, especially the Republican victory in Virginia’s gubernatorial race, as moving Democrats more toward the moderates. Moreover, a shift away from the continuity at the Fed that Powell represents would like roil the markets, which is the last thing Biden needs now, she adds in an interview.</p>\n<p>One final curious development also noted by DiMartino Booth: Roger Ferguson late Monday said he wouldn’t join Apollo Group less than a month after the announcement he would come aboard the private-equity powerhouse, according to Bloomberg. The reason given was he still had obligations to TIAA-CREF, from which he resigned last March as chief executive.</p>\n<p>Before that, Ferguson was Fed vice chair in 1999-2006 and won plaudits as the central bank’s crisis manager after 9/11, when Greenspan, then the Fed chief, was stuck out of the country following the terrorist attacks on the U.S. Ferguson also is Black, a consideration given the goal of diversity at the central bank.</p>\n<p>On Predictit, Powell is still the heavy betting favorite, with a 73% probability of getting another term with Brainard at 23%. Of course, the bettors don’t set the outcome.</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>Who Will Be the Next Fed Chair? Why Brainard Is Gaining on Powell.</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\">\nWho Will Be the Next Fed Chair? Why Brainard Is Gaining on Powell.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/who-will-be-the-next-fed-chair-weighing-the-odds-for-brainard-vs-powell-51637080993?mod=newsviewer_click><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The decision on who will lead the Federal Reserve for the next four years is reportedly imminent, and the implications will go beyond when interest rates will begin to be raised.\nThe horse race ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/who-will-be-the-next-fed-chair-weighing-the-odds-for-brainard-vs-powell-51637080993?mod=newsviewer_click\">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",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/articles/who-will-be-the-next-fed-chair-weighing-the-odds-for-brainard-vs-powell-51637080993?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1116775921","content_text":"The decision on who will lead the Federal Reserve for the next four years is reportedly imminent, and the implications will go beyond when interest rates will begin to be raised.\nThe horse race currently is between the current chair, Jerome Powell, and Lael Brainard, one of the Fed Board governors. On matters of monetary policy, the two have been on the same page throughout their tenures. But on regulatory and political matters, there are important differences. The decision by President Joe Biden will likely turn on those factors—plus the important question of who can garner 50 votes in the Senate to be confirmed.\nSenate Banking Chairman Sherrod Brown (D., Ohio) said he was told by White House officials a decision on the Fed chair is “imminent,” Bloomberg reported late Monday, while Biden said on Nov. 2 that the choice would be announced “fairly quickly.” The choice of who would lead the central bank when Powell’s term as chair expires next February typically would have been made weeks ago, but apparently the administration has had its hands full getting its key legislative initiatives through Congress.\nAs with the fight over Build Back Better, the social spending measure now mired in the Senate, the choice at the Fed comes down to the tug of war between moderates, who favor Powell, and progressives, who would prefer to replace him with Brainard.\nPowell is a Republican who was nominated by former President Donald Trump as Fed chair after having been picked as a Fed governor by former President Barack Obama in 2011. Powell isn’t a trained economist. Instead, he has a law degree and worked in private equity.\nBrainard is a Democrat and an economist who served in the Obama and Clinton administrations. She also contributed to Hillary Clinton’s 2016 unsuccessful presidential campaign.\nOn matters of monetary policy—which centers on the setting of interest rates and the purchase or sale of securities by the central bank to guide the overall economy—there is little difference between Powell and Brainard. He has overseen a significant change in the Fed’s approach, called Flexible Average Inflation Targeting, or FAIT to Fed watchers.\nThe new tack lets the Fed have inflation run above its 2% nominal target to make up for previous shortfalls. In practical terms, FAIT allows the economy to reach “maximum employment” before the federal-funds rate target, which remains at a rock-bottom 0%-0.25%, is raised.\nThe Fed is only beginning to reduce its massive securities purchases from the $120 billion monthly pace started during the crisis period of March 2020 triggered by the shutdowns to curb Covid-19. Along with massive fiscal injections, this ultra-easy monetary policy has lifted inflation to over 6% annually, according to the latest reading of the consumer price index.\nPowell has admitted inflation has risen more than expected, but he continues to call it transitory and argue it will subside when supply-chain kinks are worked out. Brainard concurred with the decision to taper the Fed’s bond buying but may lean toward more patience on inflation before hiking rates. But until now, the differences on that score are minimal between the two.\nBrainard, however, has been tougher on matters of financial regulation, dissenting regularly on decisions to ease restraints, including those imposed by the Dodd-Frank legislation enacted following the 2008-09 financial crisis. Powell has generally voted in favor of loosening some curbs, which spurred Sen. Elizabeth Warren (D., Mass.) to call him a “dangerous man” whose renomination she said she would would oppose.\nPowell had been thought to be the favorite to be tapped for a second term. Yellen has publicly backed him to maintain continuity and to return to the tradition of a first-term president keeping the sitting Fed chair, even if that person was from the other party. She herself was denied a second term as Fed chair by Trump. Her predecessor, Ben Bernanke, a Republican, was given a second term by Obama. Similarly, Republican Alan Greenspan was renominated by Bill Clinton, and Democrat Paul Volcker was given a second term by Ronald Reagan.\nBut more recently, Yellen has hedged her endorsement. “I’ve said that I think chair Powell has done a very good job of running the Fed, of addressing the issues, particularly that arose when the pandemic struck,” she said Sunday on CBS ‘s Face the Nation. “But what’s important is that President Biden choose someone who’s experienced and credible and there are a range of candidates.”\nPowell and Brainard were both reported to have been interviewed at the White House last week, with only Biden and National Economic Council head Brian Deese present. Yellen’s absence was notable given both her status as Treasury secretary and as the former Fed chair.\n“Like the Senate Banking Chairman and many progressive Democrats, Mr. Deese firmly believes that monetary policy can be used to tackle and solve climate change, eliminate racism, and perhaps even get my 12-year-old son to consistently make his bed. There’s NOTHING that monetary policy—with the right leadership—cannot solve. It’s activist, very progressive…even experimental policy,” John Brady, managing director of institutional sales at Chicago-based institutional futures broker R.J. O’Brien, acidly writes in a client note.\nBrainard is seen as more sympathetic to this broader view of the Fed’s remit than Powell. As such, Danielle DiMartino Booth, former adviser to Richard Fisher, the former Dallas Fed president, and publisher of the Quill Intelligence advisory service, thinks it would be a “massive gamble” for Biden to nominate Brainard now.\nShe sees the election results of two weeks ago, especially the Republican victory in Virginia’s gubernatorial race, as moving Democrats more toward the moderates. Moreover, a shift away from the continuity at the Fed that Powell represents would like roil the markets, which is the last thing Biden needs now, she adds in an interview.\nOne final curious development also noted by DiMartino Booth: Roger Ferguson late Monday said he wouldn’t join Apollo Group less than a month after the announcement he would come aboard the private-equity powerhouse, according to Bloomberg. The reason given was he still had obligations to TIAA-CREF, from which he resigned last March as chief executive.\nBefore that, Ferguson was Fed vice chair in 1999-2006 and won plaudits as the central bank’s crisis manager after 9/11, when Greenspan, then the Fed chief, was stuck out of the country following the terrorist attacks on the U.S. Ferguson also is Black, a consideration given the goal of diversity at the central bank.\nOn Predictit, Powell is still the heavy betting favorite, with a 73% probability of getting another term with Brainard at 23%. Of course, the bettors don’t set the outcome.","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847769640,"gmtCreate":1636554799275,"gmtModify":1636554802483,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$ProShares UltraPro Short QQQ(SQQQ)$</a>Overextended rally. Time to open shorts.&nbsp;","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$ProShares UltraPro Short QQQ(SQQQ)$</a>Overextended rally. Time to open shorts.&nbsp;","text":"$ProShares UltraPro Short QQQ(SQQQ)$Overextended rally. 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Taiwan chip giant TSMC posted a 13.8% rise in quarterly net profit on Thursday, b","content":"<p>TAIPEI (Reuters) - Taiwan chip giant TSMC posted a 13.8% rise in quarterly net profit on Thursday, boosted by a surge in global demand for semiconductors for smartphones and laptops during the COVID-19 pandemic amid a supply shortage.</p>\n<p>Net profit for July-September at Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple Inc supplier, rose to T$156.3 billion ($5.56 billion) from T$137.3 billion a year earlier.</p>\n<p>Advanced chips made by TSMC, formally known as Taiwan Semiconductor Manufacturing Co , are used in everything from high-end smartphones like Apple's newly unveiled 5G iPhone 13, to artificial intelligence, cars and a wide variety of lower-end consumer goods.</p>\n<p>TSMC and Taiwan in general have also become central in efforts to resolve a pandemic-induced global chip shortage that has forced automakers to cut production, and hurt manufacturers of smartphones, laptops and even consumer appliances.</p>\n<p>TSMC's revenue for the quarter climbed 22.6% to $14.88 billion, in line with the company's prior estimated range of $14.6 billion to $14.9 billion.</p>\n<p>Shares of TSMC have risen about 8.5% so far this year, giving it a market value of $526.3 billion, more than double that of competitor and client Intel Corp(INTC.O).</p>","source":"highlight_streetinsider","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>Taiwan's TSMC posts 13.8% rise in Q3 profit on global chip demand surge</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\">\nTaiwan's TSMC posts 13.8% rise in Q3 profit on global chip demand surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 13:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19058330><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TAIPEI (Reuters) - Taiwan chip giant TSMC posted a 13.8% rise in quarterly net profit on Thursday, boosted by a surge in global demand for semiconductors for smartphones and laptops during the COVID-...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19058330\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19058330","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175616000","content_text":"TAIPEI (Reuters) - Taiwan chip giant TSMC posted a 13.8% rise in quarterly net profit on Thursday, boosted by a surge in global demand for semiconductors for smartphones and laptops during the COVID-19 pandemic amid a supply shortage.\nNet profit for July-September at Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple Inc supplier, rose to T$156.3 billion ($5.56 billion) from T$137.3 billion a year earlier.\nAdvanced chips made by TSMC, formally known as Taiwan Semiconductor Manufacturing Co , are used in everything from high-end smartphones like Apple's newly unveiled 5G iPhone 13, to artificial intelligence, cars and a wide variety of lower-end consumer goods.\nTSMC and Taiwan in general have also become central in efforts to resolve a pandemic-induced global chip shortage that has forced automakers to cut production, and hurt manufacturers of smartphones, laptops and even consumer appliances.\nTSMC's revenue for the quarter climbed 22.6% to $14.88 billion, in line with the company's prior estimated range of $14.6 billion to $14.9 billion.\nShares of TSMC have risen about 8.5% so far this year, giving it a market value of $526.3 billion, more than double that of competitor and client Intel Corp(INTC.O).","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826706596,"gmtCreate":1634050819083,"gmtModify":1634050822337,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>Down 30% in the past 6months. Does it look bullish to you? 💀","listText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>Down 30% in the past 6months. Does it look bullish to you? 💀","text":"$Micron Technology(MU)$Down 30% in the past 6months. 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Jensen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878447072","repostId":"1117103146","repostType":4,"repost":{"id":"1117103146","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":1637226090,"share":"https://www.laohu8.com/m/news/1117103146?lang=&edition=full","pubTime":"2021-11-18 17:01","market":"us","language":"en","title":"Nvidia stock jumped 6.5% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1117103146","media":"Tiger Newspress","summary":"Excitement about the metaverse has lifted Nvidia stock to record highs—a surge of enthusiasm so powe","content":"<p>Excitement about the metaverse has lifted&nbsp;Nvidia&nbsp;stock to record highs—a surge of enthusiasm so powerful that it seemed that blowout third-quarter results would be needed to give the shares an extra lift.</p>\n<p>Yet the stock is rising, at least for now. The chip maker delivered.</p>\n<p>Nvidia&nbsp;on Wednesday reported October quarter adjusted net income of $2.97 billion, or $1.17 a share. Revenue surged about 50% year over year to a record $7.10 billion. Analysts were only looking for adjusted earnings of $1.11 a share and sales of $6.82 billion, according to FactSet.</p>\n<p>Nvidia stock jumped 6.5% in premarket trading&nbsp;Thursday.The company will pay a 4-cent-per- share dividend on Dec. 23 for shareholders of record on Dec. 2.</p>\n<p><img src=\"https://static.tigerbbs.com/121804e54feaffa09491594a38be63a3\" tg-width=\"850\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>\n<p>“Demand for NVIDIA AI is surging, driven by hyperscale and cloud scale-out, and broadening adoption by more than 25,000 companies,” CEO Jensen Huang said in the earnings release. “NVIDIA RTX has reinvented computer graphics with ray tracing and AI, and is the ideal upgrade for the large, growing market of gamers and creators, as well as designers and professionals building home workstations.”</p>\n<p>For the fourth quarter of fiscal 2022, the company expects revenue of $7.4 billion, plus or minus 2%.</p>\n<p>Though videogame firms and chip makers have been talking about the metaverse for years, it was Mark Zuckerberg, CEO of&nbsp;Meta Platforms, formerly known as&nbsp;Facebook,who put the investing theme on the map for mainstream analysts last month. He has portrayed the metaverse as a natural step for the internet, and Nvidia stands to benefit.</p>\n<p>Connectivity and social interaction in virtual 3D worlds were at the center of Zuckerberg’s pitch. Investors know that such online worlds will be powered by graphics cards like the ones Nvidia makes.</p>\n<p>Nvidia shares surged earlier this month as analysts took a stab at sizing up the chipmaker’s metaverse opportunity. Aside from the chips, experts point to an opportunity found in Nvidia’s efforts to build an open platform for virtual collaboration that&nbsp;it calls Nvidia Omniverse.</p>\n<p>“Omniverse will be used from collaborative design, customer service avatars and videoconferencing, to digital twins of factories, processing plants, even entire cities,” Huang said in the earnings release.&nbsp;“Omniverse brings together NVIDIA’s expertise in AI, simulation, graphics and computing infrastructure.&nbsp;This is the tip of the iceberg of what’s to come.”</p>\n<p>The offering&nbsp;will help artists collaborate in real time and create accurate simulations with realistic lighting; analysts at Wells Fargo wrote earlier this month that as many as 20 million designers and engineers could turn to it. The analysts argued Nvidia is an “enabler/platform for the development of the Metaverse across a wide range of vertical&nbsp;apps.”</p>\n<p>All the excitement has led to a metaverse frenzy in Nvidia stock. After its decline in regular hours on Wednesday, Nvidia closed with a $731.5 billion market capitalization.</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>Nvidia stock jumped 6.5% 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\">\nNvidia stock jumped 6.5% 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\">2021-11-18 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Excitement about the metaverse has lifted&nbsp;Nvidia&nbsp;stock to record highs—a surge of enthusiasm so powerful that it seemed that blowout third-quarter results would be needed to give the shares an extra lift.</p>\n<p>Yet the stock is rising, at least for now. The chip maker delivered.</p>\n<p>Nvidia&nbsp;on Wednesday reported October quarter adjusted net income of $2.97 billion, or $1.17 a share. Revenue surged about 50% year over year to a record $7.10 billion. Analysts were only looking for adjusted earnings of $1.11 a share and sales of $6.82 billion, according to FactSet.</p>\n<p>Nvidia stock jumped 6.5% in premarket trading&nbsp;Thursday.The company will pay a 4-cent-per- share dividend on Dec. 23 for shareholders of record on Dec. 2.</p>\n<p><img src=\"https://static.tigerbbs.com/121804e54feaffa09491594a38be63a3\" tg-width=\"850\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>\n<p>“Demand for NVIDIA AI is surging, driven by hyperscale and cloud scale-out, and broadening adoption by more than 25,000 companies,” CEO Jensen Huang said in the earnings release. “NVIDIA RTX has reinvented computer graphics with ray tracing and AI, and is the ideal upgrade for the large, growing market of gamers and creators, as well as designers and professionals building home workstations.”</p>\n<p>For the fourth quarter of fiscal 2022, the company expects revenue of $7.4 billion, plus or minus 2%.</p>\n<p>Though videogame firms and chip makers have been talking about the metaverse for years, it was Mark Zuckerberg, CEO of&nbsp;Meta Platforms, formerly known as&nbsp;Facebook,who put the investing theme on the map for mainstream analysts last month. He has portrayed the metaverse as a natural step for the internet, and Nvidia stands to benefit.</p>\n<p>Connectivity and social interaction in virtual 3D worlds were at the center of Zuckerberg’s pitch. Investors know that such online worlds will be powered by graphics cards like the ones Nvidia makes.</p>\n<p>Nvidia shares surged earlier this month as analysts took a stab at sizing up the chipmaker’s metaverse opportunity. Aside from the chips, experts point to an opportunity found in Nvidia’s efforts to build an open platform for virtual collaboration that&nbsp;it calls Nvidia Omniverse.</p>\n<p>“Omniverse will be used from collaborative design, customer service avatars and videoconferencing, to digital twins of factories, processing plants, even entire cities,” Huang said in the earnings release.&nbsp;“Omniverse brings together NVIDIA’s expertise in AI, simulation, graphics and computing infrastructure.&nbsp;This is the tip of the iceberg of what’s to come.”</p>\n<p>The offering&nbsp;will help artists collaborate in real time and create accurate simulations with realistic lighting; analysts at Wells Fargo wrote earlier this month that as many as 20 million designers and engineers could turn to it. The analysts argued Nvidia is an “enabler/platform for the development of the Metaverse across a wide range of vertical&nbsp;apps.”</p>\n<p>All the excitement has led to a metaverse frenzy in Nvidia stock. After its decline in regular hours on Wednesday, Nvidia closed with a $731.5 billion market capitalization.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117103146","content_text":"Excitement about the metaverse has lifted Nvidia stock to record highs—a surge of enthusiasm so powerful that it seemed that blowout third-quarter results would be needed to give the shares an extra lift.\nYet the stock is rising, at least for now. The chip maker delivered.\nNvidia on Wednesday reported October quarter adjusted net income of $2.97 billion, or $1.17 a share. Revenue surged about 50% year over year to a record $7.10 billion. Analysts were only looking for adjusted earnings of $1.11 a share and sales of $6.82 billion, according to FactSet.\nNvidia stock jumped 6.5% in premarket trading Thursday.The company will pay a 4-cent-per- share dividend on Dec. 23 for shareholders of record on Dec. 2.\n\n“Demand for NVIDIA AI is surging, driven by hyperscale and cloud scale-out, and broadening adoption by more than 25,000 companies,” CEO Jensen Huang said in the earnings release. “NVIDIA RTX has reinvented computer graphics with ray tracing and AI, and is the ideal upgrade for the large, growing market of gamers and creators, as well as designers and professionals building home workstations.”\nFor the fourth quarter of fiscal 2022, the company expects revenue of $7.4 billion, plus or minus 2%.\nThough videogame firms and chip makers have been talking about the metaverse for years, it was Mark Zuckerberg, CEO of Meta Platforms, formerly known as Facebook,who put the investing theme on the map for mainstream analysts last month. He has portrayed the metaverse as a natural step for the internet, and Nvidia stands to benefit.\nConnectivity and social interaction in virtual 3D worlds were at the center of Zuckerberg’s pitch. Investors know that such online worlds will be powered by graphics cards like the ones Nvidia makes.\nNvidia shares surged earlier this month as analysts took a stab at sizing up the chipmaker’s metaverse opportunity. Aside from the chips, experts point to an opportunity found in Nvidia’s efforts to build an open platform for virtual collaboration that it calls Nvidia Omniverse.\n“Omniverse will be used from collaborative design, customer service avatars and videoconferencing, to digital twins of factories, processing plants, even entire cities,” Huang said in the earnings release. “Omniverse brings together NVIDIA’s expertise in AI, simulation, graphics and computing infrastructure. This is the tip of the iceberg of what’s to come.”\nThe offering will help artists collaborate in real time and create accurate simulations with realistic lighting; analysts at Wells Fargo wrote earlier this month that as many as 20 million designers and engineers could turn to it. The analysts argued Nvidia is an “enabler/platform for the development of the Metaverse across a wide range of vertical apps.”\nAll the excitement has led to a metaverse frenzy in Nvidia stock. After its decline in regular hours on Wednesday, Nvidia closed with a $731.5 billion market capitalization.","news_type":1},"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836123803,"gmtCreate":1629466390002,"gmtModify":1631883746761,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMAT\">$Applied Materials(AMAT)$</a>Apply Yourself&nbsp;[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMAT\">$Applied Materials(AMAT)$</a>Apply Yourself&nbsp;[得意]&nbsp;","text":"$Applied Materials(AMAT)$Apply Yourself [得意]","images":[{"img":"https://static.tigerbbs.com/5c27205394e3a21d9fa047d7cdf05b07","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/836123803","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"227726599749064","authorId":"227726599749064","name":"在妖风阵阵中冷静","avatar":"https://static.tigerbbs.com/53460d8bcb100c6593d2d13e85089a6e","crmLevel":1,"crmLevelSwitch":0},"content":"掉下去了[喷血]","text":"掉下去了[喷血]","html":"掉下去了[喷血]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":851417655,"gmtCreate":1634920822572,"gmtModify":1634920825583,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>lol","listText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>lol","text":"$Phunware, Inc.(PHUN)$lol","images":[{"img":"https://static.tigerbbs.com/48351e427a9e19cca874d1c0cecc9540","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851417655","isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":164392242,"gmtCreate":1624170046986,"gmtModify":1634009838524,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/164392242","repostId":"1199331995","repostType":4,"repost":{"id":"1199331995","pubTimestamp":1624065374,"share":"https://www.laohu8.com/m/news/1199331995?lang=&edition=full","pubTime":"2021-06-19 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1199331995","media":"Renaissance","summary":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.Chinese freight platform Full Truck Alliance plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value , facilitating 22+ million fulfilled orders with GTV of nearly $8 billio","content":"<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.</p>\n<p>Chinese freight platform&nbsp;<b>Full Truck Alliance</b>(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.</p>\n<p>Healthcare manager&nbsp;<b>Bright Health Group</b>(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.</p>\n<p>Data infrastructure provider&nbsp;<b>Confluent</b>(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.</p>\n<p>Car wash brand&nbsp;<b>Mister Car Wash</b>(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.</p>\n<p>Digital physicians network&nbsp;<b>Doximity</b>(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.</p>\n<p>Customer experience software provider&nbsp;<b>Sprinklr</b>(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.</p>\n<p>HR platform provider&nbsp;<b>First Advantage</b>(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.</p>\n<p>Chinese social networking platform&nbsp;<b>Soulgate</b>(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.</p>\n<p>Digital financial services provider&nbsp;<b>AMTD Digital</b>(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p>\n<p>Organ bioengineering company&nbsp;<b>Miromatrix Medical</b>(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.</p>\n<p>Kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.</p>\n<p>Antibiotic biotech&nbsp;<b>Acurx Pharmaceuticals</b>(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.</p>\n<table>\n <tbody>\n  <tr>\n   <th>U.S. IPO Calendar</th>\n  </tr>\n  <tr>\n   <th>Issuer Business</th>\n   <th>Deal Size Market Cap</th>\n   <th>Price Range Shares Filed</th>\n   <th>Top Bookrunners</th>\n  </tr>\n  <tr>\n   <td><p>Full Truck Alliance (YMM)</p><p>Guiyang, China</p></td>\n   <td>$1,485M$19,723M</td>\n   <td>$17 - $1982,500,000</td>\n   <td>Morgan StanleyCICC</td>\n  </tr>\n  <tr>\n   <td>Digital freight platform that connects shippers and truckers in China.</td>\n  </tr>\n  <tr>\n   <td><p>First Advantage (FA)</p><p>Atlanta, GA</p></td>\n   <td>$298M$2,097M</td>\n   <td>$13 - $1521,250,000</td>\n   <td>BarclaysBofA</td>\n  </tr>\n  <tr>\n   <td>Provides background checks and other services to corporate customers.</td>\n  </tr>\n  <tr>\n   <td><p>Sprinklr (CXM)</p><p>New York, NY</p></td>\n   <td>$361M$5,541M</td>\n   <td>$18 - $2019,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides customer experience management software for enterprises.</td>\n  </tr>\n  <tr>\n   <td><p>Bright Health Group (BHG)</p><p>Minneapolis, MN</p></td>\n   <td>$1,290M$15,385M</td>\n   <td>$20 - $2360,000,000</td>\n   <td>JP MorganGoldman</td>\n  </tr>\n  <tr>\n   <td>Provides health insurance and other healthcare services.</td>\n  </tr>\n  <tr>\n   <td><p>Confluent (CFLT)</p><p>Mountain View, CA</p></td>\n   <td>$713M$10,033M</td>\n   <td>$29 - $3323,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides an enterprise platform that collects and processes real-time data streams.</td>\n  </tr>\n  <tr>\n   <td><p>Doximity (DOCS)</p><p>San Francisco, CA</p></td>\n   <td>$501M$4,549M</td>\n   <td>$20 - $2323,300,000</td>\n   <td>Morgan StanleyGoldman</td>\n  </tr>\n  <tr>\n   <td>Professional network for physicians with telehealth and scheduling tools.</td>\n  </tr>\n  <tr>\n   <td><p>Soulgate (SSR)</p><p>Shanghai, China</p></td>\n   <td>$185M$1,824M</td>\n   <td>$13 - $1513,200,000</td>\n   <td>Morgan StanleyJefferies</td>\n  </tr>\n  <tr>\n   <td>Provides the gamified social networking app Soul in China.</td>\n  </tr>\n  <tr>\n   <td><p>Acurx Pharmaceuticals (ACXP)</p><p>Staten Island, NY</p></td>\n   <td>$15M$62M</td>\n   <td>$5 - $72,500,000</td>\n   <td>Alexander CapitalNetwork 1</td>\n  </tr>\n  <tr>\n   <td>Phase 2 biotech developing antibiotics for antibiotic-resistant pathogens.</td>\n  </tr>\n  <tr>\n   <td><p>Mister Car Wash (MCW)</p><p>Tucson, AZ</p></td>\n   <td>$600M$5,256M</td>\n   <td>$15 - $1737,500,000</td>\n   <td>BofAMorgan Stanley</td>\n  </tr>\n  <tr>\n   <td>Leading national car wash brand with 344 locations across the US.</td>\n  </tr>\n  <tr>\n   <td><p>AMTD Digital (HKD)</p><p>Hong Kong, China</p></td>\n   <td>$120M$1,388M</td>\n   <td>$6.80 - $8.2016,000,000</td>\n   <td>AMTD GlobalLoop Capital</td>\n  </tr>\n  <tr>\n   <td>Digital financial services provider being spun out of AMTD.</td>\n  </tr>\n  <tr>\n   <td><p>Miromatrix Medical (MIRO)</p><p>Eden Prairie, MN</p></td>\n   <td>$32M$162M</td>\n   <td>$7 - $94,000,000</td>\n   <td>Craig-Hallum</td>\n  </tr>\n  <tr>\n   <td>Developing novel bioengineering technology for organ transplants.</td>\n  </tr>\n  <tr>\n   <td><p>Unicycive Therapeutics (UNCY)</p><p>Los Altos, CA</p></td>\n   <td>$25M$116M</td>\n   <td>$8.50 - $10.502,635,000</td>\n   <td>Roth Cap.</td>\n  </tr>\n  <tr>\n   <td>Early-stage biotech developing in-licensed therapies for kidney disease.</td>\n  </tr>\n </tbody>\n</table>\n<p>Street research is expected for seven companies, and lock-up periods will be expiring for up to two companies.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week</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; 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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\">\nU.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week><strong>Renaissance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MCW":"Mister Car Wash, Inc.","FA":"First Advantage Corp.","CFLT":"Confluent, Inc.","CXM":"Sprinklr, Inc.","DOCS":"Doximity, Inc.","MIRO":"Miromatrix Medical Inc.","YMM":"满帮"},"source_url":"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199331995","content_text":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.\nHealthcare manager Bright Health Group(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.\nData infrastructure provider Confluent(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.\nCar wash brand Mister Car Wash(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.\nDigital physicians network Doximity(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.\nCustomer experience software provider Sprinklr(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.\nHR platform provider First Advantage(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.\nChinese social networking platform Soulgate(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.\nDigital financial services provider AMTD Digital(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nOrgan bioengineering company Miromatrix Medical(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.\nKidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.\nAntibiotic biotech Acurx Pharmaceuticals(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.\n\n\n\nU.S. IPO Calendar\n\n\nIssuer Business\nDeal Size Market Cap\nPrice Range Shares Filed\nTop Bookrunners\n\n\nFull Truck Alliance (YMM)Guiyang, China\n$1,485M$19,723M\n$17 - $1982,500,000\nMorgan StanleyCICC\n\n\nDigital freight platform that connects shippers and truckers in China.\n\n\nFirst Advantage (FA)Atlanta, GA\n$298M$2,097M\n$13 - $1521,250,000\nBarclaysBofA\n\n\nProvides background checks and other services to corporate customers.\n\n\nSprinklr (CXM)New York, NY\n$361M$5,541M\n$18 - $2019,000,000\nMorgan StanleyJP Morgan\n\n\nProvides customer experience management software for enterprises.\n\n\nBright Health Group (BHG)Minneapolis, MN\n$1,290M$15,385M\n$20 - $2360,000,000\nJP MorganGoldman\n\n\nProvides health insurance and other healthcare services.\n\n\nConfluent (CFLT)Mountain View, CA\n$713M$10,033M\n$29 - $3323,000,000\nMorgan StanleyJP Morgan\n\n\nProvides an enterprise platform that collects and processes real-time data streams.\n\n\nDoximity (DOCS)San Francisco, CA\n$501M$4,549M\n$20 - $2323,300,000\nMorgan StanleyGoldman\n\n\nProfessional network for physicians with telehealth and scheduling tools.\n\n\nSoulgate (SSR)Shanghai, China\n$185M$1,824M\n$13 - $1513,200,000\nMorgan StanleyJefferies\n\n\nProvides the gamified social networking app Soul in China.\n\n\nAcurx Pharmaceuticals (ACXP)Staten Island, NY\n$15M$62M\n$5 - $72,500,000\nAlexander CapitalNetwork 1\n\n\nPhase 2 biotech developing antibiotics for antibiotic-resistant pathogens.\n\n\nMister Car Wash (MCW)Tucson, AZ\n$600M$5,256M\n$15 - $1737,500,000\nBofAMorgan Stanley\n\n\nLeading national car wash brand with 344 locations across the US.\n\n\nAMTD Digital (HKD)Hong Kong, China\n$120M$1,388M\n$6.80 - $8.2016,000,000\nAMTD GlobalLoop Capital\n\n\nDigital financial services provider being spun out of AMTD.\n\n\nMiromatrix Medical (MIRO)Eden Prairie, MN\n$32M$162M\n$7 - $94,000,000\nCraig-Hallum\n\n\nDeveloping novel bioengineering technology for organ transplants.\n\n\nUnicycive Therapeutics (UNCY)Los Altos, CA\n$25M$116M\n$8.50 - $10.502,635,000\nRoth Cap.\n\n\nEarly-stage biotech developing in-licensed therapies for kidney disease.\n\n\n\nStreet research is expected for seven companies, and lock-up periods will be expiring for up to two companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608610739,"gmtCreate":1638708451122,"gmtModify":1638708451998,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608610739","repostId":"2188787815","repostType":4,"repost":{"id":"2188787815","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1638583020,"share":"https://www.laohu8.com/m/news/2188787815?lang=&edition=full","pubTime":"2021-12-04 09:57","market":"us","language":"en","title":"Marvell will be 'in the same camp' as AMD, Nvidia after 'one of the best' semiconductor earnings calls","url":"https://stock-news.laohu8.com/highlight/detail?id=2188787815","media":"Dow Jones","summary":"Stock jumps more than 17%, its best day since 2008, as analysts describe chip maker's earnings as 'w","content":"<p>Stock jumps more than 17%, its best day since 2008, as analysts describe chip maker's earnings as 'watershed quarter'</p>\n<p>Shares of Marvell Technology Inc. experienced their best trading day in 13 years after an earnings report that led analysts to predict the chip maker's ascension into the top tier of hot semiconductor stocks.</p>\n<p>Marvell shares <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> increased 17.7% Friday following the company's fiscal third-quarter earnings report, which saw Marvell top expectations for its latest quarter, issue an upbeat forecast for the current period, and offer encouraging longer-term commentary. The stock posted its largest single-day percentage gain since Dec. 3, 2008, when it rose 20.4%.</p>\n<p>Chief Financial Officer Jean Hu said on the earnings call late Thursday that she expects \"continued strong demand across our end markets and improvement in supply to drive our top line revenue growth above 30% in fiscal 2023.\" That projection generated enthusiasm, as did Marvell's January-quarter revenue forecast that implied upwards of 60% growth.</p>\n<p>The company's earnings call could have been \"one of the best (if not the best) semi conf[erence] calls I have listened to in quite some time,\" wrote Mizuho desk-based analyst Jordan Klein in a note affiliated with Mizuho's sales operations and not its research team. \"In fact, it was a GAME-CHANGER for investors and in my view squarely positions Marvell as a best-in-class GROWTH SEMI into CY22,\" he continued.</p>\n<p>Marvell \"will be in the same camp now\" as Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, he argued, amid the company's cheery growth projections and likely expectations among the bull camp for $4 a share in annual earnings power within a few years. The company has a \"clear line of sight given a backlog full of design wins that has basically locked in that growth rate\" on the revenue line, he said in his note.</p>\n<p>The current FactSet EPS consensus is $1.54 for the current fiscal year, and is $2.20 for next year.</p>\n<p>Klein wasn't alone in likening Marvell to a red-hot chip stock. \"Marvell just pulled an 'Nvidia' on the Street last night, with an unambiguous beat and raise and taking FY23 sales growth to over 30%,\" Rosenblatt Securities analyst Hans Mosesmann wrote.</p>\n<p>Marvell's report sparked at least one upgrade from a research analyst: Cowen &amp; Co.'s Karl Ackerman, who lifted his rating on Marvell's stock to outperform from market perform.</p>\n<p>\"It's hard to argue this was anything but a watershed quarter with a triad of better results, better guidance, and an expanding design pipeline that anchors a new F23 guide,\" Ackerman wrote.</p>\n<p>Ackerman cheered Marvell's recent evolution, anchored by \"portfolio-optimization\" progress that has made the company increasingly competitive, in his view.</p>\n<p>\"Marvell has transformed itself from being a fast-follower to a market leader of providing semi-custom, integrated ICs on leading-edge silicon that address bandwidth friction existing in today's networks,\" he wrote, while increasing his price target to $100 from $60.</p>\n<p>The report served as validation for those who had already taken bullish views on the stock and are now bringing their expectations higher. \"Taking a step back, we have been highlighting Marvell as one of the best growth stories in semis, and to this end they are clearly not disappointing,\" Evercore ISI analyst C.J. Muse wrote.</p>\n<p>Muse now sees \"a clear path to a $3.25+ earnings stretch goal in FY24,\" whereas the consensus was for $2.43 a share, he said. \"Looking out further, we believe that the $4.00 bogey we have been discussing by CY25 is now likely conservative -- with earnings likely tracking closer to $4.25+ when all is said and done (at a minimum),\" Muse continued, while boosting his price target to $105 from $72 and keeping an outperform rating.</p>\n<p>Marvell shares have rocketed 75% so far this year, while Nvidia shares have soared 134%, AMD's stock has rallied 56% and the S&amp;P 500 has risen 20%.</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>Marvell will be 'in the same camp' as AMD, Nvidia after 'one of the best' semiconductor earnings calls</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\">\nMarvell will be 'in the same camp' as AMD, Nvidia after 'one of the best' semiconductor earnings calls\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-12-04 09:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Stock jumps more than 17%, its best day since 2008, as analysts describe chip maker's earnings as 'watershed quarter'</p>\n<p>Shares of Marvell Technology Inc. experienced their best trading day in 13 years after an earnings report that led analysts to predict the chip maker's ascension into the top tier of hot semiconductor stocks.</p>\n<p>Marvell shares <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> increased 17.7% Friday following the company's fiscal third-quarter earnings report, which saw Marvell top expectations for its latest quarter, issue an upbeat forecast for the current period, and offer encouraging longer-term commentary. The stock posted its largest single-day percentage gain since Dec. 3, 2008, when it rose 20.4%.</p>\n<p>Chief Financial Officer Jean Hu said on the earnings call late Thursday that she expects \"continued strong demand across our end markets and improvement in supply to drive our top line revenue growth above 30% in fiscal 2023.\" That projection generated enthusiasm, as did Marvell's January-quarter revenue forecast that implied upwards of 60% growth.</p>\n<p>The company's earnings call could have been \"one of the best (if not the best) semi conf[erence] calls I have listened to in quite some time,\" wrote Mizuho desk-based analyst Jordan Klein in a note affiliated with Mizuho's sales operations and not its research team. \"In fact, it was a GAME-CHANGER for investors and in my view squarely positions Marvell as a best-in-class GROWTH SEMI into CY22,\" he continued.</p>\n<p>Marvell \"will be in the same camp now\" as Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, he argued, amid the company's cheery growth projections and likely expectations among the bull camp for $4 a share in annual earnings power within a few years. The company has a \"clear line of sight given a backlog full of design wins that has basically locked in that growth rate\" on the revenue line, he said in his note.</p>\n<p>The current FactSet EPS consensus is $1.54 for the current fiscal year, and is $2.20 for next year.</p>\n<p>Klein wasn't alone in likening Marvell to a red-hot chip stock. \"Marvell just pulled an 'Nvidia' on the Street last night, with an unambiguous beat and raise and taking FY23 sales growth to over 30%,\" Rosenblatt Securities analyst Hans Mosesmann wrote.</p>\n<p>Marvell's report sparked at least one upgrade from a research analyst: Cowen &amp; Co.'s Karl Ackerman, who lifted his rating on Marvell's stock to outperform from market perform.</p>\n<p>\"It's hard to argue this was anything but a watershed quarter with a triad of better results, better guidance, and an expanding design pipeline that anchors a new F23 guide,\" Ackerman wrote.</p>\n<p>Ackerman cheered Marvell's recent evolution, anchored by \"portfolio-optimization\" progress that has made the company increasingly competitive, in his view.</p>\n<p>\"Marvell has transformed itself from being a fast-follower to a market leader of providing semi-custom, integrated ICs on leading-edge silicon that address bandwidth friction existing in today's networks,\" he wrote, while increasing his price target to $100 from $60.</p>\n<p>The report served as validation for those who had already taken bullish views on the stock and are now bringing their expectations higher. \"Taking a step back, we have been highlighting Marvell as one of the best growth stories in semis, and to this end they are clearly not disappointing,\" Evercore ISI analyst C.J. Muse wrote.</p>\n<p>Muse now sees \"a clear path to a $3.25+ earnings stretch goal in FY24,\" whereas the consensus was for $2.43 a share, he said. \"Looking out further, we believe that the $4.00 bogey we have been discussing by CY25 is now likely conservative -- with earnings likely tracking closer to $4.25+ when all is said and done (at a minimum),\" Muse continued, while boosting his price target to $105 from $72 and keeping an outperform rating.</p>\n<p>Marvell shares have rocketed 75% so far this year, while Nvidia shares have soared 134%, AMD's stock has rallied 56% and the S&amp;P 500 has risen 20%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MRVL":"迈威尔科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188787815","content_text":"Stock jumps more than 17%, its best day since 2008, as analysts describe chip maker's earnings as 'watershed quarter'\nShares of Marvell Technology Inc. experienced their best trading day in 13 years after an earnings report that led analysts to predict the chip maker's ascension into the top tier of hot semiconductor stocks.\nMarvell shares $(MRVL)$ increased 17.7% Friday following the company's fiscal third-quarter earnings report, which saw Marvell top expectations for its latest quarter, issue an upbeat forecast for the current period, and offer encouraging longer-term commentary. The stock posted its largest single-day percentage gain since Dec. 3, 2008, when it rose 20.4%.\nChief Financial Officer Jean Hu said on the earnings call late Thursday that she expects \"continued strong demand across our end markets and improvement in supply to drive our top line revenue growth above 30% in fiscal 2023.\" That projection generated enthusiasm, as did Marvell's January-quarter revenue forecast that implied upwards of 60% growth.\nThe company's earnings call could have been \"one of the best (if not the best) semi conf[erence] calls I have listened to in quite some time,\" wrote Mizuho desk-based analyst Jordan Klein in a note affiliated with Mizuho's sales operations and not its research team. \"In fact, it was a GAME-CHANGER for investors and in my view squarely positions Marvell as a best-in-class GROWTH SEMI into CY22,\" he continued.\nMarvell \"will be in the same camp now\" as Advanced Micro Devices Inc. $(AMD)$ and Nvidia Corp. $(NVDA)$, he argued, amid the company's cheery growth projections and likely expectations among the bull camp for $4 a share in annual earnings power within a few years. The company has a \"clear line of sight given a backlog full of design wins that has basically locked in that growth rate\" on the revenue line, he said in his note.\nThe current FactSet EPS consensus is $1.54 for the current fiscal year, and is $2.20 for next year.\nKlein wasn't alone in likening Marvell to a red-hot chip stock. \"Marvell just pulled an 'Nvidia' on the Street last night, with an unambiguous beat and raise and taking FY23 sales growth to over 30%,\" Rosenblatt Securities analyst Hans Mosesmann wrote.\nMarvell's report sparked at least one upgrade from a research analyst: Cowen & Co.'s Karl Ackerman, who lifted his rating on Marvell's stock to outperform from market perform.\n\"It's hard to argue this was anything but a watershed quarter with a triad of better results, better guidance, and an expanding design pipeline that anchors a new F23 guide,\" Ackerman wrote.\nAckerman cheered Marvell's recent evolution, anchored by \"portfolio-optimization\" progress that has made the company increasingly competitive, in his view.\n\"Marvell has transformed itself from being a fast-follower to a market leader of providing semi-custom, integrated ICs on leading-edge silicon that address bandwidth friction existing in today's networks,\" he wrote, while increasing his price target to $100 from $60.\nThe report served as validation for those who had already taken bullish views on the stock and are now bringing their expectations higher. \"Taking a step back, we have been highlighting Marvell as one of the best growth stories in semis, and to this end they are clearly not disappointing,\" Evercore ISI analyst C.J. Muse wrote.\nMuse now sees \"a clear path to a $3.25+ earnings stretch goal in FY24,\" whereas the consensus was for $2.43 a share, he said. \"Looking out further, we believe that the $4.00 bogey we have been discussing by CY25 is now likely conservative -- with earnings likely tracking closer to $4.25+ when all is said and done (at a minimum),\" Muse continued, while boosting his price target to $105 from $72 and keeping an outperform rating.\nMarvell shares have rocketed 75% so far this year, while Nvidia shares have soared 134%, AMD's stock has rallied 56% and the S&P 500 has risen 20%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864212183,"gmtCreate":1633104786545,"gmtModify":1633104789506,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$ASML Holding NV(ASML)$</a>[流泪]&nbsp;[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ASML\">$ASML Holding NV(ASML)$</a>[流泪]&nbsp;[流泪]&nbsp;","text":"$ASML Holding NV(ASML)$[流泪] [流泪]","images":[{"img":"https://static.tigerbbs.com/59f7095ba63b458e001a1f5311b33f1e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/864212183","isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":899685884,"gmtCreate":1628178370348,"gmtModify":1633752862331,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Go! C'mon&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Go! C'mon&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;","text":"$AMC Entertainment(AMC)$Go! C'mon [愤怒] [愤怒]","images":[{"img":"https://static.tigerbbs.com/0acc4ddab5fe0fbebe678d54efc57e47","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899685884","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":140409607,"gmtCreate":1625667655409,"gmtModify":1631883962634,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>[微笑]&nbsp;","text":"$Micron Technology(MU)$[微笑]","images":[{"img":"https://static.tigerbbs.com/a84e6b5e9f90258f356eee0b224d3f7f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/140409607","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":607769266,"gmtCreate":1639600631761,"gmtModify":1639600633817,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thank Lord Powell.&nbsp;[LOL]&nbsp;","listText":"Thank Lord Powell.&nbsp;[LOL]&nbsp;","text":"Thank Lord Powell. [LOL]","images":[{"img":"https://static.tigerbbs.com/861e6bec93b1e8af3ea1c508dffc6fbe","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607769266","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606929147,"gmtCreate":1638818925937,"gmtModify":1638818927738,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>Good F*ckng Stock&nbsp;[Sly]&nbsp;","listText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>Good F*ckng Stock&nbsp;[Sly]&nbsp;","text":"$GLOBALFOUNDRIES Inc.(GFS)$Good F*ckng Stock [Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606929147","isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897049555,"gmtCreate":1628864650177,"gmtModify":1631883746793,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMAT\">$Applied Materials(AMAT)$</a>[摊手]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMAT\">$Applied Materials(AMAT)$</a>[摊手]&nbsp;","text":"$Applied Materials(AMAT)$[摊手]","images":[{"img":"https://static.tigerbbs.com/3467cf5ca21536fbaff20380d956596a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897049555","isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370375816,"gmtCreate":1618558416035,"gmtModify":1634292091390,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>[捂脸]&nbsp;[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>[捂脸]&nbsp;[捂脸]&nbsp;","text":"$Taiwan Semiconductor Manufacturing(TSM)$[捂脸] [捂脸]","images":[{"img":"https://static.tigerbbs.com/4623930aa44e961e8123623161e4caac","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370375816","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878047150,"gmtCreate":1637129988898,"gmtModify":1637130021092,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Brainard is hot!&nbsp;","listText":"Brainard is hot!&nbsp;","text":"Brainard is hot!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878047150","repostId":"1116775921","repostType":2,"repost":{"id":"1116775921","pubTimestamp":1637120007,"share":"https://www.laohu8.com/m/news/1116775921?lang=&edition=full","pubTime":"2021-11-17 11:33","market":"us","language":"en","title":"Who Will Be the Next Fed Chair? Why Brainard Is Gaining on Powell.","url":"https://stock-news.laohu8.com/highlight/detail?id=1116775921","media":"Barrons","summary":"The decision on who will lead the Federal Reserve for the next four years is reportedly imminent, an","content":"<p>The decision on who will lead the Federal Reserve for the next four years is reportedly imminent, and the implications will go beyond when interest rates will begin to be raised.</p>\n<p>The horse race currently is between the current chair, Jerome Powell, and Lael Brainard, one of the Fed Board governors. On matters of monetary policy, the two have been on the same page throughout their tenures. But on regulatory and political matters, there are important differences. The decision by President Joe Biden will likely turn on those factors—plus the important question of who can garner 50 votes in the Senate to be confirmed.</p>\n<p>Senate Banking Chairman Sherrod Brown (D., Ohio) said he was told by White House officials a decision on the Fed chair is “imminent,” Bloomberg reported late Monday, while Biden said on Nov. 2 that the choice would be announced “fairly quickly.” The choice of who would lead the central bank when Powell’s term as chair expires next February typically would have been made weeks ago, but apparently the administration has had its hands full getting its key legislative initiatives through Congress.</p>\n<p>As with the fight over Build Back Better, the social spending measure now mired in the Senate, the choice at the Fed comes down to the tug of war between moderates, who favor Powell, and progressives, who would prefer to replace him with Brainard.</p>\n<p>Powell is a Republican who was nominated by former President Donald Trump as Fed chair after having been picked as a Fed governor by former President Barack Obama in 2011. Powell isn’t a trained economist. Instead, he has a law degree and worked in private equity.</p>\n<p>Brainard is a Democrat and an economist who served in the Obama and Clinton administrations. She also contributed to Hillary Clinton’s 2016 unsuccessful presidential campaign.</p>\n<p>On matters of monetary policy—which centers on the setting of interest rates and the purchase or sale of securities by the central bank to guide the overall economy—there is little difference between Powell and Brainard. He has overseen a significant change in the Fed’s approach, called Flexible Average Inflation Targeting, or FAIT to Fed watchers.</p>\n<p>The new tack lets the Fed have inflation run above its 2% nominal target to make up for previous shortfalls. In practical terms, FAIT allows the economy to reach “maximum employment” before the federal-funds rate target, which remains at a rock-bottom 0%-0.25%, is raised.</p>\n<p>The Fed is only beginning to reduce its massive securities purchases from the $120 billion monthly pace started during the crisis period of March 2020 triggered by the shutdowns to curb Covid-19. Along with massive fiscal injections, this ultra-easy monetary policy has lifted inflation to over 6% annually, according to the latest reading of the consumer price index.</p>\n<p>Powell has admitted inflation has risen more than expected, but he continues to call it transitory and argue it will subside when supply-chain kinks are worked out. Brainard concurred with the decision to taper the Fed’s bond buying but may lean toward more patience on inflation before hiking rates. But until now, the differences on that score are minimal between the two.</p>\n<p>Brainard, however, has been tougher on matters of financial regulation, dissenting regularly on decisions to ease restraints, including those imposed by the Dodd-Frank legislation enacted following the 2008-09 financial crisis. Powell has generally voted in favor of loosening some curbs, which spurred Sen. Elizabeth Warren (D., Mass.) to call him a “dangerous man” whose renomination she said she would would oppose.</p>\n<p>Powell had been thought to be the favorite to be tapped for a second term. Yellen has publicly backed him to maintain continuity and to return to the tradition of a first-term president keeping the sitting Fed chair, even if that person was from the other party. She herself was denied a second term as Fed chair by Trump. Her predecessor, Ben Bernanke, a Republican, was given a second term by Obama. Similarly, Republican Alan Greenspan was renominated by Bill Clinton, and Democrat Paul Volcker was given a second term by Ronald Reagan.</p>\n<p>But more recently, Yellen has hedged her endorsement. “I’ve said that I think chair Powell has done a very good job of running the Fed, of addressing the issues, particularly that arose when the pandemic struck,” she said Sunday on CBS ‘s Face the Nation. “But what’s important is that President Biden choose someone who’s experienced and credible and there are a range of candidates.”</p>\n<p>Powell and Brainard were both reported to have been interviewed at the White House last week, with only Biden and National Economic Council head Brian Deese present. Yellen’s absence was notable given both her status as Treasury secretary and as the former Fed chair.</p>\n<p>“Like the Senate Banking Chairman and many progressive Democrats, Mr. Deese firmly believes that monetary policy can be used to tackle and solve climate change, eliminate racism, and perhaps even get my 12-year-old son to consistently make his bed. There’s NOTHING that monetary policy—with the right leadership—cannot solve. It’s activist, very progressive…even experimental policy,” John Brady, managing director of institutional sales at Chicago-based institutional futures broker R.J. O’Brien, acidly writes in a client note.</p>\n<p>Brainard is seen as more sympathetic to this broader view of the Fed’s remit than Powell. As such, Danielle DiMartino Booth, former adviser to Richard Fisher, the former Dallas Fed president, and publisher of the Quill Intelligence advisory service, thinks it would be a “massive gamble” for Biden to nominate Brainard now.</p>\n<p>She sees the election results of two weeks ago, especially the Republican victory in Virginia’s gubernatorial race, as moving Democrats more toward the moderates. Moreover, a shift away from the continuity at the Fed that Powell represents would like roil the markets, which is the last thing Biden needs now, she adds in an interview.</p>\n<p>One final curious development also noted by DiMartino Booth: Roger Ferguson late Monday said he wouldn’t join Apollo Group less than a month after the announcement he would come aboard the private-equity powerhouse, according to Bloomberg. The reason given was he still had obligations to TIAA-CREF, from which he resigned last March as chief executive.</p>\n<p>Before that, Ferguson was Fed vice chair in 1999-2006 and won plaudits as the central bank’s crisis manager after 9/11, when Greenspan, then the Fed chief, was stuck out of the country following the terrorist attacks on the U.S. Ferguson also is Black, a consideration given the goal of diversity at the central bank.</p>\n<p>On Predictit, Powell is still the heavy betting favorite, with a 73% probability of getting another term with Brainard at 23%. Of course, the bettors don’t set the outcome.</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>Who Will Be the Next Fed Chair? Why Brainard Is Gaining on Powell.</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\">\nWho Will Be the Next Fed Chair? Why Brainard Is Gaining on Powell.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/who-will-be-the-next-fed-chair-weighing-the-odds-for-brainard-vs-powell-51637080993?mod=newsviewer_click><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The decision on who will lead the Federal Reserve for the next four years is reportedly imminent, and the implications will go beyond when interest rates will begin to be raised.\nThe horse race ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/who-will-be-the-next-fed-chair-weighing-the-odds-for-brainard-vs-powell-51637080993?mod=newsviewer_click\">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",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/articles/who-will-be-the-next-fed-chair-weighing-the-odds-for-brainard-vs-powell-51637080993?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1116775921","content_text":"The decision on who will lead the Federal Reserve for the next four years is reportedly imminent, and the implications will go beyond when interest rates will begin to be raised.\nThe horse race currently is between the current chair, Jerome Powell, and Lael Brainard, one of the Fed Board governors. On matters of monetary policy, the two have been on the same page throughout their tenures. But on regulatory and political matters, there are important differences. The decision by President Joe Biden will likely turn on those factors—plus the important question of who can garner 50 votes in the Senate to be confirmed.\nSenate Banking Chairman Sherrod Brown (D., Ohio) said he was told by White House officials a decision on the Fed chair is “imminent,” Bloomberg reported late Monday, while Biden said on Nov. 2 that the choice would be announced “fairly quickly.” The choice of who would lead the central bank when Powell’s term as chair expires next February typically would have been made weeks ago, but apparently the administration has had its hands full getting its key legislative initiatives through Congress.\nAs with the fight over Build Back Better, the social spending measure now mired in the Senate, the choice at the Fed comes down to the tug of war between moderates, who favor Powell, and progressives, who would prefer to replace him with Brainard.\nPowell is a Republican who was nominated by former President Donald Trump as Fed chair after having been picked as a Fed governor by former President Barack Obama in 2011. Powell isn’t a trained economist. Instead, he has a law degree and worked in private equity.\nBrainard is a Democrat and an economist who served in the Obama and Clinton administrations. She also contributed to Hillary Clinton’s 2016 unsuccessful presidential campaign.\nOn matters of monetary policy—which centers on the setting of interest rates and the purchase or sale of securities by the central bank to guide the overall economy—there is little difference between Powell and Brainard. He has overseen a significant change in the Fed’s approach, called Flexible Average Inflation Targeting, or FAIT to Fed watchers.\nThe new tack lets the Fed have inflation run above its 2% nominal target to make up for previous shortfalls. In practical terms, FAIT allows the economy to reach “maximum employment” before the federal-funds rate target, which remains at a rock-bottom 0%-0.25%, is raised.\nThe Fed is only beginning to reduce its massive securities purchases from the $120 billion monthly pace started during the crisis period of March 2020 triggered by the shutdowns to curb Covid-19. Along with massive fiscal injections, this ultra-easy monetary policy has lifted inflation to over 6% annually, according to the latest reading of the consumer price index.\nPowell has admitted inflation has risen more than expected, but he continues to call it transitory and argue it will subside when supply-chain kinks are worked out. Brainard concurred with the decision to taper the Fed’s bond buying but may lean toward more patience on inflation before hiking rates. But until now, the differences on that score are minimal between the two.\nBrainard, however, has been tougher on matters of financial regulation, dissenting regularly on decisions to ease restraints, including those imposed by the Dodd-Frank legislation enacted following the 2008-09 financial crisis. Powell has generally voted in favor of loosening some curbs, which spurred Sen. Elizabeth Warren (D., Mass.) to call him a “dangerous man” whose renomination she said she would would oppose.\nPowell had been thought to be the favorite to be tapped for a second term. Yellen has publicly backed him to maintain continuity and to return to the tradition of a first-term president keeping the sitting Fed chair, even if that person was from the other party. She herself was denied a second term as Fed chair by Trump. Her predecessor, Ben Bernanke, a Republican, was given a second term by Obama. Similarly, Republican Alan Greenspan was renominated by Bill Clinton, and Democrat Paul Volcker was given a second term by Ronald Reagan.\nBut more recently, Yellen has hedged her endorsement. “I’ve said that I think chair Powell has done a very good job of running the Fed, of addressing the issues, particularly that arose when the pandemic struck,” she said Sunday on CBS ‘s Face the Nation. “But what’s important is that President Biden choose someone who’s experienced and credible and there are a range of candidates.”\nPowell and Brainard were both reported to have been interviewed at the White House last week, with only Biden and National Economic Council head Brian Deese present. Yellen’s absence was notable given both her status as Treasury secretary and as the former Fed chair.\n“Like the Senate Banking Chairman and many progressive Democrats, Mr. Deese firmly believes that monetary policy can be used to tackle and solve climate change, eliminate racism, and perhaps even get my 12-year-old son to consistently make his bed. There’s NOTHING that monetary policy—with the right leadership—cannot solve. It’s activist, very progressive…even experimental policy,” John Brady, managing director of institutional sales at Chicago-based institutional futures broker R.J. O’Brien, acidly writes in a client note.\nBrainard is seen as more sympathetic to this broader view of the Fed’s remit than Powell. As such, Danielle DiMartino Booth, former adviser to Richard Fisher, the former Dallas Fed president, and publisher of the Quill Intelligence advisory service, thinks it would be a “massive gamble” for Biden to nominate Brainard now.\nShe sees the election results of two weeks ago, especially the Republican victory in Virginia’s gubernatorial race, as moving Democrats more toward the moderates. Moreover, a shift away from the continuity at the Fed that Powell represents would like roil the markets, which is the last thing Biden needs now, she adds in an interview.\nOne final curious development also noted by DiMartino Booth: Roger Ferguson late Monday said he wouldn’t join Apollo Group less than a month after the announcement he would come aboard the private-equity powerhouse, according to Bloomberg. The reason given was he still had obligations to TIAA-CREF, from which he resigned last March as chief executive.\nBefore that, Ferguson was Fed vice chair in 1999-2006 and won plaudits as the central bank’s crisis manager after 9/11, when Greenspan, then the Fed chief, was stuck out of the country following the terrorist attacks on the U.S. Ferguson also is Black, a consideration given the goal of diversity at the central bank.\nOn Predictit, Powell is still the heavy betting favorite, with a 73% probability of getting another term with Brainard at 23%. Of course, the bettors don’t set the outcome.","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825920016,"gmtCreate":1634191975507,"gmtModify":1634191976212,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[邪恶]&nbsp;","listText":"[邪恶]&nbsp;","text":"[邪恶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825920016","repostId":"2175616000","repostType":4,"repost":{"id":"2175616000","pubTimestamp":1634190900,"share":"https://www.laohu8.com/m/news/2175616000?lang=&edition=full","pubTime":"2021-10-14 13:55","market":"us","language":"en","title":"Taiwan's TSMC posts 13.8% rise in Q3 profit on global chip demand surge","url":"https://stock-news.laohu8.com/highlight/detail?id=2175616000","media":"StreetInsider","summary":"TAIPEI (Reuters) - Taiwan chip giant TSMC posted a 13.8% rise in quarterly net profit on Thursday, b","content":"<p>TAIPEI (Reuters) - Taiwan chip giant TSMC posted a 13.8% rise in quarterly net profit on Thursday, boosted by a surge in global demand for semiconductors for smartphones and laptops during the COVID-19 pandemic amid a supply shortage.</p>\n<p>Net profit for July-September at Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple Inc supplier, rose to T$156.3 billion ($5.56 billion) from T$137.3 billion a year earlier.</p>\n<p>Advanced chips made by TSMC, formally known as Taiwan Semiconductor Manufacturing Co , are used in everything from high-end smartphones like Apple's newly unveiled 5G iPhone 13, to artificial intelligence, cars and a wide variety of lower-end consumer goods.</p>\n<p>TSMC and Taiwan in general have also become central in efforts to resolve a pandemic-induced global chip shortage that has forced automakers to cut production, and hurt manufacturers of smartphones, laptops and even consumer appliances.</p>\n<p>TSMC's revenue for the quarter climbed 22.6% to $14.88 billion, in line with the company's prior estimated range of $14.6 billion to $14.9 billion.</p>\n<p>Shares of TSMC have risen about 8.5% so far this year, giving it a market value of $526.3 billion, more than double that of competitor and client Intel Corp(INTC.O).</p>","source":"highlight_streetinsider","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>Taiwan's TSMC posts 13.8% rise in Q3 profit on global chip demand surge</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\">\nTaiwan's TSMC posts 13.8% rise in Q3 profit on global chip demand surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 13:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19058330><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TAIPEI (Reuters) - Taiwan chip giant TSMC posted a 13.8% rise in quarterly net profit on Thursday, boosted by a surge in global demand for semiconductors for smartphones and laptops during the COVID-...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19058330\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19058330","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175616000","content_text":"TAIPEI (Reuters) - Taiwan chip giant TSMC posted a 13.8% rise in quarterly net profit on Thursday, boosted by a surge in global demand for semiconductors for smartphones and laptops during the COVID-19 pandemic amid a supply shortage.\nNet profit for July-September at Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple Inc supplier, rose to T$156.3 billion ($5.56 billion) from T$137.3 billion a year earlier.\nAdvanced chips made by TSMC, formally known as Taiwan Semiconductor Manufacturing Co , are used in everything from high-end smartphones like Apple's newly unveiled 5G iPhone 13, to artificial intelligence, cars and a wide variety of lower-end consumer goods.\nTSMC and Taiwan in general have also become central in efforts to resolve a pandemic-induced global chip shortage that has forced automakers to cut production, and hurt manufacturers of smartphones, laptops and even consumer appliances.\nTSMC's revenue for the quarter climbed 22.6% to $14.88 billion, in line with the company's prior estimated range of $14.6 billion to $14.9 billion.\nShares of TSMC have risen about 8.5% so far this year, giving it a market value of $526.3 billion, more than double that of competitor and client Intel Corp(INTC.O).","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837525884,"gmtCreate":1629900815048,"gmtModify":1631883746733,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMAT\">$Applied Materials(AMAT)$</a>[哇塞]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMAT\">$Applied Materials(AMAT)$</a>[哇塞]&nbsp;","text":"$Applied Materials(AMAT)$[哇塞]","images":[{"img":"https://static.tigerbbs.com/a76e441295a52cc5d51aedfcfa01fbe0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837525884","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":169380605,"gmtCreate":1623817044107,"gmtModify":1634027632951,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[暗中观察]&nbsp;","listText":"[暗中观察]&nbsp;","text":"[暗中观察]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169380605","repostId":"1182315358","repostType":4,"repost":{"id":"1182315358","pubTimestamp":1623814338,"share":"https://www.laohu8.com/m/news/1182315358?lang=&edition=full","pubTime":"2021-06-16 11:32","market":"us","language":"en","title":"It’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1182315358","media":"MarketWatch","summary":"If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn","content":"<p>If you’re an investor, you need to be flexible, neither a bull nor a bear.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/724d1ea0bb18bddb367c79abf08c1af9\" tg-width=\"1260\" tg-height=\"841\"><span>It takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)</span></p>\n<p>I don’t know when what I call the Blow-Off Top of the Bubble-Blowing Bull Market will end.</p>\n<p>After 12 years being long and strong and having diamond hands without even knowing that term existed, maybe I’m wrong to turn more cautious.</p>\n<p>Maybe the economy will reopen and rejuvenate the country in such a strong manner that corporate earnings in 2022 and 2023 will make today’s prices seem like bargains.</p>\n<p>But I simply don’t think that’s the most likely outcome.</p>\n<p>And if I’m right that we’re in the throes of the Blow-Off Top of the Bubble-Blowing Bull Market, I do not want to be overly long and on the wrong side of the great unwind when it does start.</p>\n<p>I’m not calling for a near-term crash. I am saying that it’s likely going to be hard for the bulls to make as much money this year as they did last year.</p>\n<p>Trading and investing are tough. There’s always someone on the other side of every trade you make. Always think about who that is and why they are willing to take the other side of your transaction. When you buy, why are they selling it to you at that price? When you sell, who is buying it from you and what are their motivations? Remember, I’ve talked before about how&nbsp;good analysis starts with empathy.</p>\n<p><b>If I’m selling, who’s buying — and why?</b></p>\n<p>So let’s answer this question right now. Who is buying stocks and cryptos from me when I’ve trimmed and sold for the past month or so? Sure, there are banks and institutions and hedge funds and family offices investing and trading, just as always. On the other hand, remember two years ago when I got back from a hedge fund investment conference&nbsp;in Abu Dhabi and everybody was desperate for returns:</p>\n<p>Amid low interest rates and other investors’ focus on options, credit and currencies, “the lack of focus on traditional stocks and funds that invest in publicly traded stocks makes me think that there is probably more opportunity in such assets than people realize. I certainly see some very compelling long ideas in Revolutionary companies like WORK and TWTR and TSLA.”</p>\n<p>Since that post, back a year and a half ago, Slack&nbsp;went from $21 to being bought out at $45, Twitter&nbsp;went from $27 to $61, and Tesla&nbsp;went from $81 to $616. And funds that were looking everywhere but in the stock market for big gains are … well, pretty much in the markets now and long a bunch of stocks and even long a few cryptos.</p>\n<p>And now that those stocks and cryptos and most other assets have gone parabolic in the past year — coming on top of the 10-year bull market — the billion-dollar fund managers are joined by&nbsp;23-year-old TikTok influencers&nbsp;doing bitcoin&nbsp;trading astrology.</p>\n<p>Yes, for real, and she’s very popular. She’s even been right about some of bitcoin’s action in the past few months! If you’re selling cryptos and fintech stocks right now, you’re selling to her and her followers. And also to my friend’s son, who just graduated from a tiny, rural school and whose unemployed uncle gave him $500 to “buy some cryptos. And make sure you get some fintech. I don’t know the symbol, but just look it up and you’ll do fine over the long run.”&nbsp;Bearish anecdotes everywhere I look, as I wrote recently.</p>\n<p><b>Mr. Market</b></p>\n<p>The other thing to remember about who’s on the other side of your trade is always to remember that there are smart, cutthroat traders and investors who went to the best schools and have access to more research and real-time data and instant trading access to all kinds of derivatives to layer into their bets. And the only thing they do all day, every day, is figure out how to take your money in mostly legal ways. They’re not playing around. They have no sympathy for you, even if they might empathize with you to better understand your motivations to better take your money.</p>\n<p>Mr. Market is mean. He’s not nice. He can be cruel. He can force liquidations that create other liquidations. He can shut off access to capital. He can take down 200-year-old banks in a day. In one day.</p>\n<p>Sometimes the markets lead the economy and not the other way around. Ironically, when we were young, we were taught that the Great Depression started when the stock market crashed on Black Friday in 1929. But then when we get older, we were taught that it wasn’t actually the crash that created the Great Depression, rather the economy was already crashing and the stock market just didn’t realize it as it continued on its merry way toward a terrible Blow-Off Top of a nine-year Bubble-Blowing Bull Market that culminated with the Dow Jones Industrial Average&nbsp;up 400% from the 1921 lows to the 1929 highs.</p>\n<p><img src=\"https://static.tigerbbs.com/3a6516337aacc614d83584ea90e174f2\" tg-width=\"1260\" tg-height=\"870\"></p>\n<p><b>Learning from Soros</b></p>\n<p>But looking back, it’s clear that both theories are equally right and wrong — the market crashed because the economy wasn’t as good as the market thought it was,<i>and</i>the economy crashed because the markets shut down access to capital for investment and growth.</p>\n<p>It was “reflexive,” to borrow a term from the great hedge fund manager&nbsp;George Soros.</p>\n<p>He wrote, and the concept is important to understand:</p>\n<p>“I continued to consider myself a failed philosopher. All this changed as a result of the financial crisis of 2008. My conceptual framework enabled me both to anticipate the crisis and to deal with it when it finally struck…</p>\n<p>“I can state the core idea in two relatively simple propositions. One is that in situations that have thinking participants, the participants’ view of the world is always partial and distorted. That is the principle of fallibility. The other is that these distorted views can influence the situation to which they relate because false views lead to inappropriate actions. That is the principle of reflexivity…</p>\n<p>“Recognizing reflexivity has been sacrificed to the vain pursuit of certainty in human affairs, most notably in economics, and yet, uncertainty is the key feature of human affairs. Economic theory is built on the concept of equilibrium, and that concept is in direct contradiction with the concept of reflexivity…</p>\n<p>“A positive feedback process is self-reinforcing. It cannot go on forever because eventually the participants’ views would become so far removed from objective reality that the participants would have to recognize them as unrealistic. Nor can the iterative process occur without any change in the actual state of affairs, because it is in the nature of positive feedback that it reinforces whatever tendency prevails in the real world. Instead of equilibrium, we are faced with a dynamic disequilibrium or what may be described as far-from-equilibrium conditions. Usually in far-from-equilibrium situations the divergence between perceptions and reality leads to a climax which sets in motion a positive feedback process in the opposite direction. Such initially self-reinforcing but eventually self-defeating boom-bust processes or bubbles are characteristic of financial markets, but they can also be found in other spheres. There, I call them fertile fallacies—interpretations of reality that are distorted, yet produce results which reinforce the distortion.”</p>\n<p>Stay flexible</p>\n<p>Far-from-equilibrium conditions was what we had in 2010-2013 when we loaded up on Revolutionary stocks and started buying cryptos like bitcoin. Far-from-equilibrium conditions might be what we have in front of us right now when I suggest getting cautious instead.</p>\n<p>We don’t want to be permabulls. (You for sure don’t want to be a permabear!) We have to be flexible. We have to let our analysis and risk/reward scenarios dictate how much risk we’re taking and when. We have to pay attention to the cycles, the self-reinforcing cycles that drive economies and markets and valuations and earnings and societal interactions and bailouts and financial crises and bubbles and busts and, heaven forbid, just simple stagnation.</p>\n<p>It’s as if everybody forgets that markets can bubble and crash and stagnate. They forget that markets can grind for years on end without making new highs, or without even making higher highs. Do you not remember telling your money manager sometime in 2010-2012 that “If I’d just handled the Great Financial Crisis (and/or the Dot-Com Crash) a little better, I’d be in better shape.” I used to hear people say that to me all the time. I haven’t heard anybody say that lately. Everybody’s having fun in this market … at least for now.</p>\n<p>Most traders will tell you that they are “just trading the market that is in front of them.” Well, I don’t know when the bubble will pop, but I do know that I don’t want to be on the wrong side of this market when it does. And I do know that we won’t know the bubble has really popped until the self-reinforcing reflexive feedback loop has made it painful for the vast majority of people who are right now feeling wealthy, feeling secure, feeling like they’ve got this trading and investing thing all figured out.</p>\n<p>We are all fallible. Be careful while it’s fun. Be bold when it’s painful. That’s how I’ve done it for the last 25 years. We were boldly buying these assets when it was painful for others. I’m careful right now because everybody else is having fun.</p>\n<p>I spend a lot of time looking for new ideas and I won’t let my overall market outlook deter me from buying a new name or two. But I want to remain overall cautious and less aggressive than I have been for most of the last decade.</p>\n<p>As a matter of fact,&nbsp;I might have at least a couple Trade Alerts that I’ll be sending out this week, one long and one short idea. Being flexible, see?</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)\nI don’t know when what...</p>\n\n<a href=\"https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2\">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"},"source_url":"https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182315358","content_text":"If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)\nI don’t know when what I call the Blow-Off Top of the Bubble-Blowing Bull Market will end.\nAfter 12 years being long and strong and having diamond hands without even knowing that term existed, maybe I’m wrong to turn more cautious.\nMaybe the economy will reopen and rejuvenate the country in such a strong manner that corporate earnings in 2022 and 2023 will make today’s prices seem like bargains.\nBut I simply don’t think that’s the most likely outcome.\nAnd if I’m right that we’re in the throes of the Blow-Off Top of the Bubble-Blowing Bull Market, I do not want to be overly long and on the wrong side of the great unwind when it does start.\nI’m not calling for a near-term crash. I am saying that it’s likely going to be hard for the bulls to make as much money this year as they did last year.\nTrading and investing are tough. There’s always someone on the other side of every trade you make. Always think about who that is and why they are willing to take the other side of your transaction. When you buy, why are they selling it to you at that price? When you sell, who is buying it from you and what are their motivations? Remember, I’ve talked before about how good analysis starts with empathy.\nIf I’m selling, who’s buying — and why?\nSo let’s answer this question right now. Who is buying stocks and cryptos from me when I’ve trimmed and sold for the past month or so? Sure, there are banks and institutions and hedge funds and family offices investing and trading, just as always. On the other hand, remember two years ago when I got back from a hedge fund investment conference in Abu Dhabi and everybody was desperate for returns:\nAmid low interest rates and other investors’ focus on options, credit and currencies, “the lack of focus on traditional stocks and funds that invest in publicly traded stocks makes me think that there is probably more opportunity in such assets than people realize. I certainly see some very compelling long ideas in Revolutionary companies like WORK and TWTR and TSLA.”\nSince that post, back a year and a half ago, Slack went from $21 to being bought out at $45, Twitter went from $27 to $61, and Tesla went from $81 to $616. And funds that were looking everywhere but in the stock market for big gains are … well, pretty much in the markets now and long a bunch of stocks and even long a few cryptos.\nAnd now that those stocks and cryptos and most other assets have gone parabolic in the past year — coming on top of the 10-year bull market — the billion-dollar fund managers are joined by 23-year-old TikTok influencers doing bitcoin trading astrology.\nYes, for real, and she’s very popular. She’s even been right about some of bitcoin’s action in the past few months! If you’re selling cryptos and fintech stocks right now, you’re selling to her and her followers. And also to my friend’s son, who just graduated from a tiny, rural school and whose unemployed uncle gave him $500 to “buy some cryptos. And make sure you get some fintech. I don’t know the symbol, but just look it up and you’ll do fine over the long run.” Bearish anecdotes everywhere I look, as I wrote recently.\nMr. Market\nThe other thing to remember about who’s on the other side of your trade is always to remember that there are smart, cutthroat traders and investors who went to the best schools and have access to more research and real-time data and instant trading access to all kinds of derivatives to layer into their bets. And the only thing they do all day, every day, is figure out how to take your money in mostly legal ways. They’re not playing around. They have no sympathy for you, even if they might empathize with you to better understand your motivations to better take your money.\nMr. Market is mean. He’s not nice. He can be cruel. He can force liquidations that create other liquidations. He can shut off access to capital. He can take down 200-year-old banks in a day. In one day.\nSometimes the markets lead the economy and not the other way around. Ironically, when we were young, we were taught that the Great Depression started when the stock market crashed on Black Friday in 1929. But then when we get older, we were taught that it wasn’t actually the crash that created the Great Depression, rather the economy was already crashing and the stock market just didn’t realize it as it continued on its merry way toward a terrible Blow-Off Top of a nine-year Bubble-Blowing Bull Market that culminated with the Dow Jones Industrial Average up 400% from the 1921 lows to the 1929 highs.\n\nLearning from Soros\nBut looking back, it’s clear that both theories are equally right and wrong — the market crashed because the economy wasn’t as good as the market thought it was,andthe economy crashed because the markets shut down access to capital for investment and growth.\nIt was “reflexive,” to borrow a term from the great hedge fund manager George Soros.\nHe wrote, and the concept is important to understand:\n“I continued to consider myself a failed philosopher. All this changed as a result of the financial crisis of 2008. My conceptual framework enabled me both to anticipate the crisis and to deal with it when it finally struck…\n“I can state the core idea in two relatively simple propositions. One is that in situations that have thinking participants, the participants’ view of the world is always partial and distorted. That is the principle of fallibility. The other is that these distorted views can influence the situation to which they relate because false views lead to inappropriate actions. That is the principle of reflexivity…\n“Recognizing reflexivity has been sacrificed to the vain pursuit of certainty in human affairs, most notably in economics, and yet, uncertainty is the key feature of human affairs. Economic theory is built on the concept of equilibrium, and that concept is in direct contradiction with the concept of reflexivity…\n“A positive feedback process is self-reinforcing. It cannot go on forever because eventually the participants’ views would become so far removed from objective reality that the participants would have to recognize them as unrealistic. Nor can the iterative process occur without any change in the actual state of affairs, because it is in the nature of positive feedback that it reinforces whatever tendency prevails in the real world. Instead of equilibrium, we are faced with a dynamic disequilibrium or what may be described as far-from-equilibrium conditions. Usually in far-from-equilibrium situations the divergence between perceptions and reality leads to a climax which sets in motion a positive feedback process in the opposite direction. Such initially self-reinforcing but eventually self-defeating boom-bust processes or bubbles are characteristic of financial markets, but they can also be found in other spheres. There, I call them fertile fallacies—interpretations of reality that are distorted, yet produce results which reinforce the distortion.”\nStay flexible\nFar-from-equilibrium conditions was what we had in 2010-2013 when we loaded up on Revolutionary stocks and started buying cryptos like bitcoin. Far-from-equilibrium conditions might be what we have in front of us right now when I suggest getting cautious instead.\nWe don’t want to be permabulls. (You for sure don’t want to be a permabear!) We have to be flexible. We have to let our analysis and risk/reward scenarios dictate how much risk we’re taking and when. We have to pay attention to the cycles, the self-reinforcing cycles that drive economies and markets and valuations and earnings and societal interactions and bailouts and financial crises and bubbles and busts and, heaven forbid, just simple stagnation.\nIt’s as if everybody forgets that markets can bubble and crash and stagnate. They forget that markets can grind for years on end without making new highs, or without even making higher highs. Do you not remember telling your money manager sometime in 2010-2012 that “If I’d just handled the Great Financial Crisis (and/or the Dot-Com Crash) a little better, I’d be in better shape.” I used to hear people say that to me all the time. I haven’t heard anybody say that lately. Everybody’s having fun in this market … at least for now.\nMost traders will tell you that they are “just trading the market that is in front of them.” Well, I don’t know when the bubble will pop, but I do know that I don’t want to be on the wrong side of this market when it does. And I do know that we won’t know the bubble has really popped until the self-reinforcing reflexive feedback loop has made it painful for the vast majority of people who are right now feeling wealthy, feeling secure, feeling like they’ve got this trading and investing thing all figured out.\nWe are all fallible. Be careful while it’s fun. Be bold when it’s painful. That’s how I’ve done it for the last 25 years. We were boldly buying these assets when it was painful for others. I’m careful right now because everybody else is having fun.\nI spend a lot of time looking for new ideas and I won’t let my overall market outlook deter me from buying a new name or two. But I want to remain overall cautious and less aggressive than I have been for most of the last decade.\nAs a matter of fact, I might have at least a couple Trade Alerts that I’ll be sending out this week, one long and one short idea. Being flexible, see?","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191943711,"gmtCreate":1620836978133,"gmtModify":1631883747110,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMAT\">$Applied Materials(AMAT)$</a>[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMAT\">$Applied Materials(AMAT)$</a>[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","text":"$Applied Materials(AMAT)$[流泪] [流泪] [流泪]","images":[{"img":"https://static.tigerbbs.com/0c2a65306c973d5f0c61819ea31ce5f6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/191943711","isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":371295244,"gmtCreate":1618936424988,"gmtModify":1634289747544,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>[晕]&nbsp;&nbsp;C'mon Amd","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>[晕]&nbsp;&nbsp;C'mon Amd","text":"$AMD(AMD)$[晕] C'mon Amd","images":[{"img":"https://static.tigerbbs.com/647a4512e59f667d45dc77436c460697","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371295244","isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":696975803,"gmtCreate":1640612282650,"gmtModify":1640612284842,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Mid 2022 cyber attack then crash&nbsp;","listText":"Mid 2022 cyber attack then crash&nbsp;","text":"Mid 2022 cyber attack then crash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696975803","repostId":"1169825066","repostType":4,"repost":{"id":"1169825066","pubTimestamp":1640606336,"share":"https://www.laohu8.com/m/news/1169825066?lang=&edition=full","pubTime":"2021-12-27 19:58","market":"us","language":"en","title":"JPMorgan Says Investors Too Bearish, Doesn’t See Stock Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1169825066","media":"Bloomberg","summary":"Strategists say market concentration doesn’t indicate peak\nU.S. rally may become broader in January,","content":"<ul>\n <li>Strategists say market concentration doesn’t indicate peak</li>\n <li>U.S. rally may become broader in January, according to note</li>\n</ul>\n<p>There’s no reason to fear that the rally that catapulted U.S. stocks to successive records this year will end anytime soon, according to JPMorgan Chase &amp; Co. strategists. In fact, more investors may soon join.</p>\n<p>“Conditions for a large selloff are not in place right now given already low investor positioning, record buybacks, limited systematic amplifiers, and positive January seasonals,” the strategists led by Dubravko Lakos-Bujas wrote in a note to clients. “Investor positioning is too bearish -- the market has taken the hawkish central bank and bearish omicron narratives too far.”</p>\n<p>While the S&amp;P 500 climbed to yet another record high last week, the rally has been increasingly driven by a narrow group of mega-cap companies, which is reminiscent of the bubble in tech stocks at the turn of the century. With the economic rebound following the pandemic-induced slump now past its peak, some fund managers have warned that the next stage in the cycle is a&nbsp;correction, as central banks and governments wind down stimulus measures to tame surging inflation.</p>\n<p><img src=\"https://static.tigerbbs.com/70927f00fd2b34d5345dd03f72195d1f\" tg-width=\"976\" tg-height=\"550\" width=\"100%\" height=\"auto\"></p>\n<p>For JPMorgan strategists, however, the “extreme stock dispersion and record concentration within equities” is an indicator of an abundance of caution, not a looming selloff. Investors have been treating mega caps as safe-havens, or “pseudo-bonds,” the strategists wrote.</p>\n<p>If anything, the drawdown in smaller companies offers investors attractive entry points for “reopening stocks”, such as travel and hospitality, as well as energy and e-commerce, as inflation normalizes and concerns over the Fed’s hawkishness abate, the strategists said.</p>\n<p>The bullish outlook echoes the one of Goldman Sachs Group Inc. strategists, who also said earlier this month that the narrowing rally doesn’t point to an imminent&nbsp;major drawdown.</p>\n<p>“Rising concentration is not a reliable indicator for market peaks,” JPMorgan strategists said.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Says Investors Too Bearish, Doesn’t See Stock Selloff</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan Says Investors Too Bearish, Doesn’t See Stock Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 19:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-27/jpmorgan-says-investors-too-bearish-doesn-t-see-stock-selloff?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Strategists say market concentration doesn’t indicate peak\nU.S. rally may become broader in January, according to note\n\nThere’s no reason to fear that the rally that catapulted U.S. stocks to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-27/jpmorgan-says-investors-too-bearish-doesn-t-see-stock-selloff?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-27/jpmorgan-says-investors-too-bearish-doesn-t-see-stock-selloff?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169825066","content_text":"Strategists say market concentration doesn’t indicate peak\nU.S. rally may become broader in January, according to note\n\nThere’s no reason to fear that the rally that catapulted U.S. stocks to successive records this year will end anytime soon, according to JPMorgan Chase & Co. strategists. In fact, more investors may soon join.\n“Conditions for a large selloff are not in place right now given already low investor positioning, record buybacks, limited systematic amplifiers, and positive January seasonals,” the strategists led by Dubravko Lakos-Bujas wrote in a note to clients. “Investor positioning is too bearish -- the market has taken the hawkish central bank and bearish omicron narratives too far.”\nWhile the S&P 500 climbed to yet another record high last week, the rally has been increasingly driven by a narrow group of mega-cap companies, which is reminiscent of the bubble in tech stocks at the turn of the century. With the economic rebound following the pandemic-induced slump now past its peak, some fund managers have warned that the next stage in the cycle is a correction, as central banks and governments wind down stimulus measures to tame surging inflation.\n\nFor JPMorgan strategists, however, the “extreme stock dispersion and record concentration within equities” is an indicator of an abundance of caution, not a looming selloff. Investors have been treating mega caps as safe-havens, or “pseudo-bonds,” the strategists wrote.\nIf anything, the drawdown in smaller companies offers investors attractive entry points for “reopening stocks”, such as travel and hospitality, as well as energy and e-commerce, as inflation normalizes and concerns over the Fed’s hawkishness abate, the strategists said.\nThe bullish outlook echoes the one of Goldman Sachs Group Inc. strategists, who also said earlier this month that the narrowing rally doesn’t point to an imminent major drawdown.\n“Rising concentration is not a reliable indicator for market peaks,” JPMorgan strategists said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859372986,"gmtCreate":1634660275806,"gmtModify":1634660278950,"author":{"id":"3560993393373290","authorId":"3560993393373290","name":"Scarface","avatar":"https://static.tigerbbs.com/70fa3ee23f83dd6d0b963a0aec44bf01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$ASML Holding NV(ASML)$</a>$1000 stock.&nbsp;","listText":"<a href=\"https://laohu8.com/S/ASML\">$ASML Holding NV(ASML)$</a>$1000 stock.&nbsp;","text":"$ASML Holding NV(ASML)$$1000 stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859372986","isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}