RktCapital的个人主页 - 老虎社区

RktCapital

RktCapital

To the moon!

IP属地：未知

22关注

5粉丝

0主题

0勋章

2021-11-18

$Rivian Automotive, Inc.(RIVN)$Time to short this ugly asf ev car! Zero car produced but market cap third biggest in the industry! What a joke!

2021-11-18

$StoneCo(STNE)$https://investorplace.com/2021/11/stne-stock-why-the-buffett-backed-fintech-stoneco-is-getting-slammed-today/

2021-11-17

$American Battery Metals Corporation(ABML)$C’mon! Recycle more battery, the world need a company like yours!!

2021-11-17

$Solar Integrated Roofing Corporation(SIRC)$I can see the ☀️ I can see the ☀️with ❤️ but when can my stock fall in ❤️ with 💵💵

2021-11-17

$Alpine 4 Holdings Inc.(ALPP)$Should’ve soldthis piece of junk!!

2021-11-17

$Ozop Energy Solutions Inc.(OZSC)$Up 30% then down 30% then up again. So fun!!

2021-11-17

$Orbital Energy Group(OEG)$Run together with CEI

2021-11-17

$AYRO, Inc.(AYRO)$Is the 🐢 EV sector. . .😂😂

2021-11-17

$HUMBL Inc.(HMBL)$This stock is too humble until the price is humble too.😄😄

2021-10-11

Analysts think the decision by Tesla (NASDAQ:TSLA) to move its corporate headquarters to Austin, Texas is a smart strategic move for the automaker as it looks to ramp up production of the Cybertruck and more Model 3 and Model Y production. "While Fremont will continue to be a key for Tesla around Model 3 production, we believe this was the first step towards Tesla making Austin its domestic and global foundational location over the coming decade," notes Wedbush Securities analyst Dan Ives.Interestingly, Morgan Stanley analyst Adam Jonas thinks something else could be in play with the Austin decision as he notes that Tesla's long-term strategy is poised to "overlap significantly" with the commercial and scientific ambitions of SpaceX (SPACE). Jonas says the efforts of both companies can be

2021-07-26

$JD LOGISTICS(02618)$Looks like china stocks in US market will continue to plunge today. If their gov wants their company to go down we’ll give them a helping hand. Time to short the fxxk out of them!!

2021-07-21

$JD LOGISTICS(02618)$Is a fine example of how long a stock can keep dropping. Been dropping for 2 months and there is no end in sight. Up 1% a day the next day drop 3%, say what got 800 over warehouse and bought over other logistics company. Sorry, I really don’t understand a growth company like JD has this kind of performance 🤷🏻🤷🏻

2021-07-16

$JD LOGISTICS(02618)$and it keeps dropping dropping and dropping. What’s new?🤷🏻

2021-07-15

$JD LOGISTICS(02618)$I will short JD Logistics everyday if I’m able to. Freaking piece of shit!

2021-07-10

Tsmc is the biggest semicon in the world. Period.

Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?

2021-07-10

Coupang is going to start operation in Singapore. Let’s see how if fares against Amazon, Shopee, Lazada and Qoo10.

抱歉，原内容已删除

2021-07-10

This is all the stocks that I would buy on a dip. Exponential growth in the near future!

Top 10 Cloud Stocks to Buy on the Next Dip

2021-07-10

Keep a lookout at FXLV. It’s backed by Mark Walhberg!

US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week

2021-07-09

While the rest of Asia is up..

China stocks fall after inflation data; Hong Kong up

2021-07-09

One of the best in genomics! Get in while it’s cheap!

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Recycle more battery, the world need a company like yours!!","listText":"<a href=\"https://laohu8.com/S/ABML\">$American Battery Metals Corporation(ABML)$</a>C’mon! Recycle more battery, the world need a company like yours!!","text":"$American Battery Metals Corporation(ABML)$C’mon! Recycle more battery, the world need a company like yours!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878831045","isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878839485,"gmtCreate":1637163828051,"gmtModify":1637163828051,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SIRC\">$Solar Integrated Roofing Corporation(SIRC)$</a>I can see the ☀️ I can see the ☀️with ❤️ but when can my stock&nbsp;fall in ❤️ with 💵💵","listText":"<a href=\"https://laohu8.com/S/SIRC\">$Solar Integrated Roofing Corporation(SIRC)$</a>I can see the ☀️ I can see the ☀️with ❤️ but when can my stock&nbsp;fall in ❤️ with 💵💵","text":"$Solar Integrated Roofing Corporation(SIRC)$I can see the ☀️ I can see the ☀️with ❤️ but when can my stock fall in ❤️ with 💵💵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878839485","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878830360,"gmtCreate":1637163707568,"gmtModify":1637163707621,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ALPP\">$Alpine 4 Holdings Inc.(ALPP)$</a>Should’ve soldthis piece of junk!!","listText":"<a href=\"https://laohu8.com/S/ALPP\">$Alpine 4 Holdings Inc.(ALPP)$</a>Should’ve soldthis piece of junk!!","text":"$Alpine 4 Holdings Inc.(ALPP)$Should’ve soldthis piece of junk!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878830360","isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878897173,"gmtCreate":1637163669955,"gmtModify":1637163669955,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OZSC\">$Ozop Energy Solutions Inc.(OZSC)$</a>Up 30% then down 30% then up again. So fun!!","listText":"<a href=\"https://laohu8.com/S/OZSC\">$Ozop Energy Solutions Inc.(OZSC)$</a>Up 30% then down 30% then up again. So fun!!","text":"$Ozop Energy Solutions Inc.(OZSC)$Up 30% then down 30% then up again. So fun!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878897173","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878895871,"gmtCreate":1637163592807,"gmtModify":1637163592807,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OEG\">$Orbital Energy Group(OEG)$</a>Run together with CEI","listText":"<a href=\"https://laohu8.com/S/OEG\">$Orbital Energy Group(OEG)$</a>Run together with CEI","text":"$Orbital Energy Group(OEG)$Run together with CEI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878895871","isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878892336,"gmtCreate":1637163531040,"gmtModify":1637163531040,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AYRO\">$AYRO, Inc.(AYRO)$</a>Is the 🐢 EV sector. &nbsp;. &nbsp; .😂😂","listText":"<a href=\"https://laohu8.com/S/AYRO\">$AYRO, Inc.(AYRO)$</a>Is the 🐢 EV sector. &nbsp;. &nbsp; .😂😂","text":"$AYRO, Inc.(AYRO)$Is the 🐢 EV sector. . .😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/878892336","isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878898935,"gmtCreate":1637163428612,"gmtModify":1637165885904,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HMBL\">$HUMBL Inc.(HMBL)$</a>This stock is too humble until the price is humble too.😄😄","listText":"<a href=\"https://laohu8.com/S/HMBL\">$HUMBL Inc.(HMBL)$</a>This stock is too humble until the price is humble too.😄😄","text":"$HUMBL Inc.(HMBL)$This stock is too humble until the price is humble too.😄😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878898935","isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828814902,"gmtCreate":1633884596937,"gmtModify":1633914553268,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"Analysts think the decision by Tesla (NASDAQ:TSLA) to move its corporate headquarters to Austin, Texas is a smart strategic move for the automaker as it looks to ramp up production of the Cybertruck and more Model 3 and Model Y production. \"While Fremont will continue to be a key for Tesla around Model 3 production, we believe this was the first step towards Tesla making Austin its domestic and global foundational location over the coming decade,\" notes Wedbush Securities analyst Dan Ives.Interestingly, Morgan Stanley analyst Adam Jonas thinks something else could be in play with the Austin decision as he notes that Tesla's long-term strategy is poised to \"overlap significantly\" with the commercial and scientific ambitions of SpaceX (SPACE). Jonas says the efforts of both companies can be","listText":"Analysts think the decision by Tesla (NASDAQ:TSLA) to move its corporate headquarters to Austin, Texas is a smart strategic move for the automaker as it looks to ramp up production of the Cybertruck and more Model 3 and Model Y production. \"While Fremont will continue to be a key for Tesla around Model 3 production, we believe this was the first step towards Tesla making Austin its domestic and global foundational location over the coming decade,\" notes Wedbush Securities analyst Dan Ives.Interestingly, Morgan Stanley analyst Adam Jonas thinks something else could be in play with the Austin decision as he notes that Tesla's long-term strategy is poised to \"overlap significantly\" with the commercial and scientific ambitions of SpaceX (SPACE). Jonas says the efforts of both companies can be","text":"Analysts think the decision by Tesla (NASDAQ:TSLA) to move its corporate headquarters to Austin, Texas is a smart strategic move for the automaker as it looks to ramp up production of the Cybertruck and more Model 3 and Model Y production. \"While Fremont will continue to be a key for Tesla around Model 3 production, we believe this was the first step towards Tesla making Austin its domestic and global foundational location over the coming decade,\" notes Wedbush Securities analyst Dan Ives.Interestingly, Morgan Stanley analyst Adam Jonas thinks something else could be in play with the Austin decision as he notes that Tesla's long-term strategy is poised to \"overlap significantly\" with the commercial and scientific ambitions of SpaceX (SPACE). Jonas says the efforts of both companies can be","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828814902","isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800901270,"gmtCreate":1627269248790,"gmtModify":1631887959387,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>Looks like china stocks in US market will continue to plunge today. If their&nbsp;gov wants their company to go down we’ll give them a helping hand. Time&nbsp;to short the fxxk out of&nbsp;them!!","listText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>Looks like china stocks in US market will continue to plunge today. If their&nbsp;gov wants their company to go down we’ll give them a helping hand. Time&nbsp;to short the fxxk out of&nbsp;them!!","text":"$JD LOGISTICS(02618)$Looks like china stocks in US market will continue to plunge today. If their gov wants their company to go down we’ll give them a helping hand. Time to short the fxxk out of them!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800901270","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178490178,"gmtCreate":1626830397794,"gmtModify":1631891646343,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>Is a fine example of how long a stock can keep dropping. Been dropping for 2 months and there is no end in sight. Up 1% a day the next day drop 3%, say what got 800 over warehouse and bought over&nbsp;other logistics company. Sorry, I really don’t understand a growth company like JD has this kind of performance&nbsp;🤷🏻🤷🏻&nbsp;","listText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>Is a fine example of how long a stock can keep dropping. Been dropping for 2 months and there is no end in sight. Up 1% a day the next day drop 3%, say what got 800 over warehouse and bought over&nbsp;other logistics company. Sorry, I really don’t understand a growth company like JD has this kind of performance&nbsp;🤷🏻🤷🏻&nbsp;","text":"$JD LOGISTICS(02618)$Is a fine example of how long a stock can keep dropping. Been dropping for 2 months and there is no end in sight. Up 1% a day the next day drop 3%, say what got 800 over warehouse and bought over other logistics company. Sorry, I really don’t understand a growth company like JD has this kind of performance 🤷🏻🤷🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178490178","isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170962178,"gmtCreate":1626400170494,"gmtModify":1631891646345,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>and it keeps dropping dropping and dropping. What’s new?🤷🏻","listText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>and it keeps dropping dropping and dropping. What’s new?🤷🏻","text":"$JD LOGISTICS(02618)$and it keeps dropping dropping and dropping. What’s new?🤷🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170962178","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144752099,"gmtCreate":1626315971011,"gmtModify":1631891646346,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>I will short JD Logistics everyday if I’m able to.&nbsp;Freaking piece of shit!","listText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>I will short JD Logistics everyday if I’m able to.&nbsp;Freaking piece of shit!","text":"$JD LOGISTICS(02618)$I will short JD Logistics everyday if I’m able to. Freaking piece of shit!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/144752099","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574991754674212","authorId":"3574991754674212","authorIdStr":"3574991754674212","name":"宝庆府战士","avatar":"https://static.tigerbbs.com/52d7c392af72759373c3a0b3eb9a0a9b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3574991754674212"},"content":"明天可以做空了 [喷血]","text":"明天可以做空了 [喷血]","html":"明天可以做空了 [喷血]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141571723,"gmtCreate":1625882938162,"gmtModify":1631891646347,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"Tsmc is the biggest semicon in the world. Period.","listText":"Tsmc is the biggest semicon in the world. Period.","text":"Tsmc is the biggest semicon in the world. Period.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141571723","repostId":"1145284684","repostType":4,"repost":{"id":"1145284684","pubTimestamp":1625878443,"share":"https://www.laohu8.com/m/news/1145284684?lang=&edition=full","pubTime":"2021-07-10 08:54","market":"us","language":"en","title":"Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1145284684","media":"seekingalpha","summary":"Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, man","content":"<p><b>Summary</b></p>\n<ul>\n <li>TSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.</li>\n <li>TSMC and fellow Taiwan foundry United Microelectronics Corporation are expected to benefit from a chip-supply crisis that is adversely impacting automakers.</li>\n <li>TSMC benefits from a gross margin nearly twice that of UMC.</li>\n <li>40% of revenues are from nodes &lt;14nm, below the smallest node of UMC.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d80e662ebb3b78dd0445ecc891cf8986\" tg-width=\"768\" tg-height=\"513\"><span>BING-JHEN HONG/iStock Editorial via Getty Images</span></p>\n<p>Taiwan Semiconductor Manufacturing Company Limited or TSMC (TSM), and United Microelectronics Corporation or UMC (UMC) are both headquartered in Taiwan and both manufacture semiconductors for companies on a contract basis. They both provide high quality IC fabrication services, focusing on logic and various specialty technologies to serve all major sectors of the electronics industry and are defined as pure-play foundries.</p>\n<p>While they have similarities, the two companies are vastly different with different business models. TSMC started as and has always been a leading-edge company, manufacturing chips at the smallest dimensions. UMC, on the other hand, Taiwan’s first semiconductor company, has chosen the 14nm node as the smallest dimension it will manufacture.</p>\n<p>To illustrate the differences in models, Chart 1 shows revenues for both companies based on technology node. The key difference is the &lt;14nm node, where TSMC generated 41.4% of its revenue compared to 0% for UMC.</p>\n<p>Chart 1 also shows that TSMC held $43 billion in revenues in 2020 versus $6 billion for UMC. Importantly, it shows also shows the financial dominance of TSMC, since UMC holds second place in the global foundry market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3b088585f8a624c6665040756e940f\" tg-width=\"640\" tg-height=\"462\"><span>Chart 1</span></p>\n<p>Much of TSMC’s revenues are on the &lt;14nm node, which increased from 29.4% of revenues in 2019 to 41.4% in 2020. Since UMC’s smallest node is 28nm/14nm, UMC is investing heavily at that node, and its share of revenue increased from 11.3% in 2019 to 13.6% in 2020. In contrast, in 2020 TSMC’s share at the 28nm/14nm node decreased to 30.8% from 37.7% in 2019.</p>\n<p><b>Expanding Capacity</b></p>\n<p><b>Leading Edge Nodes</b></p>\n<p>TSMC generates about 1/3 of its revenues from the 28nm/14nm, and TSMC has 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent).</p>\n<p>In TSMC’sQ1 2021 earnings call, TSMC’s VP and CFO Wendell Huang noted:</p>\n<blockquote>\n “In order to meet the increasing demand for our advanced and specialty technologies in the next several years, we have decided to raise our full year 2021 CapEx to be around USD 30 billion. About 80% of the 2021 capital budget will be allocated for advanced process technologies, including 3-nanometer, 5-nanometer and 7-nanometer. About 10% will be spent for advanced packaging and mask making, and about 10% will be spent for specialty technologies.”\n</blockquote>\n<p>TSMC expects to invest about $100 billion through the next 3 years to increase capacity, to support the manufacturing and R&amp;D of leading-edge and specialty technologies. Its N5 is already in its second year of volume production, contributing around 20% of our wafer revenue in 2021. N4 risk production is targeted for second half this year and volume production in 2022.</p>\n<p>Among TSMC's facilities to go online in the next three to four years are the company's&nbsp;fab in Arizona&nbsp;as well as its first 2nm-capable fab in Taiwan. The company needs to build and equip its N5-capable fab in Arizona. The facility will cost around $12 billion, will have a capacity of 20,000 wafer starts per month (WSPM), and will come online in 2024.</p>\n<p><b>28nm Nodes</b></p>\n<p>The global semiconductor shortage is one of the catalysts prompting foundry manufacturers to build new fabs, particularly at the 28nm node, as many automobile chips are manufactured at that node. While I have devoted four Seeking Alpha articles on trying to pin down what devices are undersupplied and could only find microcontrollers, in this article, I will concede for the sake of argument, that it is not due to hoarding but inept manufacturing supply chains.</p>\n<p>As a result, governments are spending heavily on this industry to expand the total production capacity. These free handouts are a second catalyst for new 28nm node fab construction.</p>\n<p>A strong demand for wafers from the consumer electronics industry has led to increased shipments of UMC’s 28nm wafers, which saw 18% sequential revenue growth in the last reported quarter. In addition, UMC has been focused on production for the automotive industry as semiconductors for electric and self-driving cars are expected to be a major growth driver for the company. However, global automotive semiconductors are only a $40 billion market, compared to a global semiconductor market of $525 billion. That is growing as more semiconductors are used per vehicle each year and because EVs use more semiconductors than internal combustion vehicles.</p>\n<p>There is a supply-demand imbalance in mature nodes, as most of the capacity expansion has been in advanced nodes, but companies have not addressed the mature nodes. The technology node is central to the latest auto chip crisis, while at the same time Sony has moved its design of CMOS Integrated Sensors (\"CIS\") for smartphones to 28nm.</p>\n<p>On April 22, TSMC announced plans to build a chip fabrication facility in China is at the receiving end of opposition from critics. The plant is set to make semiconductors built on the mature 28nm process node. The Nanjing plant currently has an installed capacity of 20,000 wafers per month. An investment of $2.8 billion and expecting mass-production in 2023, the expansion will double capacity to 40,000 wafers per month.</p>\n<p>TSMC has global 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent). The new fab with a 20,000 wafer per month capacity represents just 2% of the company’s total capacity.</p>\n<p>UMC also expanded its production of 28nm (with a migration to 40nm) process at its Nanke 12-inch Fab 12A P6 plant in Taiwan. It currently has an 87,000 wafer per month capacity. The total investment in the capacity expansion plan is estimated to be approximately NT$100 billion. The P6 expansion is scheduled for production in the second quarter of 2023, and has a capacity of just 10,000 wafers per month.</p>\n<p>The P6 program is supported by a multi-year's product alignment between UMC and the involved customers that includes a loading protection mechanism that will ensure the P6 capacity is maintained at a healthy loading level.</p>\n<p>UMC has total 12 fabs in production with combined capacity close to 800,000 wafers per month (8-in equivalent).</p>\n<p><b>Price Per Wafer</b></p>\n<p>Chart 2 shows the gross profit by node for an IC device. It partially explains the rationale behind TSMC’s business model to move to advanced nodes, while also explaining why the company chose to leave its 28nm node undersupplied until recent external forces prompted it to build its China fab.</p>\n<p>Gross profits per 300-mm wafer are $2,835 for a 28nm node versus $8,695 for a 3nm node.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e241c85dd84eb71f54c3b11812e6599\" tg-width=\"640\" tg-height=\"462\"><span>Chart 2</span></p>\n<p>Chart 3 shows capex spend by node for ICs. Capex spend (building + equipment) at 28nm is $100,000 per wafer, which more than triples to $320,000 at 3nm.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f8f60218f2b914e5847e2eef8aa39c3\" tg-width=\"640\" tg-height=\"462\"><span>Chart 3</span></p>\n<p><b>Customer Base</b></p>\n<p>Chart 4 shows that Apple (AAPL) was the largest customer of TSMC in 2020, representing 21% of revenues. Keep in mind that in addition to TSMC’s processors going into iPhones, TSMC also fabricates the M1, which powers the new MacBook Air, 13-inch MacBook Pro, and Mac mini and is Apple's first custom-designed Arm-based chip for Mac.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/354a97772e16c2a05dbccc89556de9eb\" tg-width=\"640\" tg-height=\"465\"><span>Chart 4</span></p>\n<p>TSMC has upgraded its manufacturing capabilities countless times to keep Apple’s latest chips at the bleeding edge of processor technologies, since its first chip produced for Apple was installed in the Apple iPhone 6 and iPhone 6 Plus, which were introduced on September 9, 2014.</p>\n<p>Chart 5 shows that the number of transistors increased from 2 billion for the iPhone 6 to 11.8 billion for the current iPhone 12.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/108ef270fe60691ec5bc8c7f0a061d9c\" tg-width=\"640\" tg-height=\"462\"><span>Chart 5</span></p>\n<p>Thus, investors must consider that:</p>\n<p>Any positive developments from Apple will impact TSMC positively, and positive technological developments from TSMC will impact Apple positively. For example, as long as TSMC is the major manufacturer of Apple chips, growth in Apple or new technologies developed by Apple requiring chips (such as Auto or ADAS), then TSMC will gain.</p>\n<p>Secondly, because of capacity limitations and technology node demands, any expansion in capacity from TSMC will be beneficial to Apple as it moves to smaller nodes while consuming about 25% of TSMC’s chip output on a revenue basis.</p>\n<p>UMC is less transparent and doesn’t provide a breakdown by customer. UMC’s primary customers include premier integrated device manufacturers, such as Texas Instruments(NASDAQ:TXN)and Intel Mobile(NASDAQ:INTC), plus leading fabless design companies, such as MediaTek(OTCPK:MDTKF), Realtek, Qualcomm(NASDAQ:QCOM)and Novatek.</p>\n<p>In August 2018, UMC announced it would pause research for advancing the productional technology of chips under 10nm nodes. As shown in the figure above, since 2018, the corresponding proportion of the company's advanced processes has been reduced to zero, but for mature nodes such as 65nm and 28nm, the proportion has been increased.</p>\n<p><b>Investor Takeaways</b>: Is TSM Or UMC Stock A Better Buy?</p>\n<p>Both companies compete in the same industry, but their business models are a differentiating metric. TSMC generates most of its revenue on nodes smaller than UMC’s (Chart 1), and most of its planned capex will focus new fabs making ICs at increasing smaller nodes.</p>\n<p><b>TSMC Positives</b></p>\n<p>TSMC’s share of the pure-play foundry market was 57% share in 2020, up from 55% in 2019. UMC’s share was constant at slightly less than 8%.</p>\n<p>TSMC benefits from the smaller nodes. Although capex increases with decreasing nodes (Chart 3), so too does gross profit (Chart 2). Thus, TSM has higher revenues than UMC: $48.2B vs $6.283B.</p>\n<ul>\n <li><p>TSMC also has higher annual earnings (EBITDA): $33B vs. UMC $2.349B.</p></li>\n <li><p>TSMC ($613B) has a higher market cap than UMC ($23.4B).</p></li>\n <li><p>TSMC has more cash on hand: $23.3B vs. UMC ($3.76B).</p></li>\n <li><p>TSMC has a higher EPS (3.99) than UMC (0.59).</p></li>\n</ul>\n<p>Seeking Alpha’s quant ratings are derived by measuring a stock's financial metrics against other stocks in the sector on the basis of value, growth, profitability, momentum and analysts’ earnings revisions. In Table 1, both stocks have high rankings. TSMC has a quant rating of 4.63 and UMC has a quant rating of 4.54.</p>\n<p><img src=\"https://static.tigerbbs.com/55db72bd38ddd1d46c2ec7a6ccf6307f\" tg-width=\"640\" tg-height=\"117\" referrerpolicy=\"no-referrer\"></p>\n<p>Gross margin for TSMC and UMC is shown in Table 2. A positive for TSMC, gross margin is significantly ahead of UMC and the average of all foundries. The Street expects 3Q21 gross margin will improve to 52.9%, given a higher revenue scale, tight foundry supply and improved efficiency of 5nm production.</p>\n<p><img src=\"https://static.tigerbbs.com/4ab6dce4d14398755080d9db48522121\" tg-width=\"640\" tg-height=\"126\" referrerpolicy=\"no-referrer\"></p>\n<p><b>UMC Positives</b></p>\n<p>The comparison of other financial metrics, UMC has stronger financials:</p>\n<ul>\n <li><p>UMC has a lower P/E ratio than TSM: 21.8 vs 28.9</p></li>\n <li><p>UMC has less debt than TSM: $2.47B vs $15.4B.</p></li>\n <li><p>UMC YTD gains are higher at: 10.558 vs. TSM (8.922).</p></li>\n</ul>\n<p>Table 3 shows stock performance in percent growth for TSM and UMC. In the past year, UMC stock has outperformed TSMC, and did so in the 3-year and 5-year period. But in a 10-year period, TSMC is the better choice.</p>\n<p><img src=\"https://static.tigerbbs.com/7533369f256853d498f5492752417e05\" tg-width=\"640\" tg-height=\"172\" referrerpolicy=\"no-referrer\"></p>\n<p>TSMC is the clear winner over UMC going forward. The company chose its strategy to build chips at the &lt;7nm node. The fact that it is building a 28nm fab in China, the “sweet spot” for UMC, coupled with a new 28nm SMIC (OTCQX:SMICY) fab, will mean lost market share at this node for UMC.</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>Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock\">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","UMC":"联电"},"source_url":"https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145284684","content_text":"Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.\nTSMC and fellow Taiwan foundry United Microelectronics Corporation are expected to benefit from a chip-supply crisis that is adversely impacting automakers.\nTSMC benefits from a gross margin nearly twice that of UMC.\n40% of revenues are from nodes <14nm, below the smallest node of UMC.\n\nBING-JHEN HONG/iStock Editorial via Getty Images\nTaiwan Semiconductor Manufacturing Company Limited or TSMC (TSM), and United Microelectronics Corporation or UMC (UMC) are both headquartered in Taiwan and both manufacture semiconductors for companies on a contract basis. They both provide high quality IC fabrication services, focusing on logic and various specialty technologies to serve all major sectors of the electronics industry and are defined as pure-play foundries.\nWhile they have similarities, the two companies are vastly different with different business models. TSMC started as and has always been a leading-edge company, manufacturing chips at the smallest dimensions. UMC, on the other hand, Taiwan’s first semiconductor company, has chosen the 14nm node as the smallest dimension it will manufacture.\nTo illustrate the differences in models, Chart 1 shows revenues for both companies based on technology node. The key difference is the <14nm node, where TSMC generated 41.4% of its revenue compared to 0% for UMC.\nChart 1 also shows that TSMC held $43 billion in revenues in 2020 versus $6 billion for UMC. Importantly, it shows also shows the financial dominance of TSMC, since UMC holds second place in the global foundry market.\nChart 1\nMuch of TSMC’s revenues are on the <14nm node, which increased from 29.4% of revenues in 2019 to 41.4% in 2020. Since UMC’s smallest node is 28nm/14nm, UMC is investing heavily at that node, and its share of revenue increased from 11.3% in 2019 to 13.6% in 2020. In contrast, in 2020 TSMC’s share at the 28nm/14nm node decreased to 30.8% from 37.7% in 2019.\nExpanding Capacity\nLeading Edge Nodes\nTSMC generates about 1/3 of its revenues from the 28nm/14nm, and TSMC has 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent).\nIn TSMC’sQ1 2021 earnings call, TSMC’s VP and CFO Wendell Huang noted:\n\n “In order to meet the increasing demand for our advanced and specialty technologies in the next several years, we have decided to raise our full year 2021 CapEx to be around USD 30 billion. About 80% of the 2021 capital budget will be allocated for advanced process technologies, including 3-nanometer, 5-nanometer and 7-nanometer. About 10% will be spent for advanced packaging and mask making, and about 10% will be spent for specialty technologies.”\n\nTSMC expects to invest about $100 billion through the next 3 years to increase capacity, to support the manufacturing and R&D of leading-edge and specialty technologies. Its N5 is already in its second year of volume production, contributing around 20% of our wafer revenue in 2021. N4 risk production is targeted for second half this year and volume production in 2022.\nAmong TSMC's facilities to go online in the next three to four years are the company's fab in Arizona as well as its first 2nm-capable fab in Taiwan. The company needs to build and equip its N5-capable fab in Arizona. The facility will cost around $12 billion, will have a capacity of 20,000 wafer starts per month (WSPM), and will come online in 2024.\n28nm Nodes\nThe global semiconductor shortage is one of the catalysts prompting foundry manufacturers to build new fabs, particularly at the 28nm node, as many automobile chips are manufactured at that node. While I have devoted four Seeking Alpha articles on trying to pin down what devices are undersupplied and could only find microcontrollers, in this article, I will concede for the sake of argument, that it is not due to hoarding but inept manufacturing supply chains.\nAs a result, governments are spending heavily on this industry to expand the total production capacity. These free handouts are a second catalyst for new 28nm node fab construction.\nA strong demand for wafers from the consumer electronics industry has led to increased shipments of UMC’s 28nm wafers, which saw 18% sequential revenue growth in the last reported quarter. In addition, UMC has been focused on production for the automotive industry as semiconductors for electric and self-driving cars are expected to be a major growth driver for the company. However, global automotive semiconductors are only a $40 billion market, compared to a global semiconductor market of $525 billion. That is growing as more semiconductors are used per vehicle each year and because EVs use more semiconductors than internal combustion vehicles.\nThere is a supply-demand imbalance in mature nodes, as most of the capacity expansion has been in advanced nodes, but companies have not addressed the mature nodes. The technology node is central to the latest auto chip crisis, while at the same time Sony has moved its design of CMOS Integrated Sensors (\"CIS\") for smartphones to 28nm.\nOn April 22, TSMC announced plans to build a chip fabrication facility in China is at the receiving end of opposition from critics. The plant is set to make semiconductors built on the mature 28nm process node. The Nanjing plant currently has an installed capacity of 20,000 wafers per month. An investment of $2.8 billion and expecting mass-production in 2023, the expansion will double capacity to 40,000 wafers per month.\nTSMC has global 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent). The new fab with a 20,000 wafer per month capacity represents just 2% of the company’s total capacity.\nUMC also expanded its production of 28nm (with a migration to 40nm) process at its Nanke 12-inch Fab 12A P6 plant in Taiwan. It currently has an 87,000 wafer per month capacity. The total investment in the capacity expansion plan is estimated to be approximately NT$100 billion. The P6 expansion is scheduled for production in the second quarter of 2023, and has a capacity of just 10,000 wafers per month.\nThe P6 program is supported by a multi-year's product alignment between UMC and the involved customers that includes a loading protection mechanism that will ensure the P6 capacity is maintained at a healthy loading level.\nUMC has total 12 fabs in production with combined capacity close to 800,000 wafers per month (8-in equivalent).\nPrice Per Wafer\nChart 2 shows the gross profit by node for an IC device. It partially explains the rationale behind TSMC’s business model to move to advanced nodes, while also explaining why the company chose to leave its 28nm node undersupplied until recent external forces prompted it to build its China fab.\nGross profits per 300-mm wafer are $2,835 for a 28nm node versus $8,695 for a 3nm node.\nChart 2\nChart 3 shows capex spend by node for ICs. Capex spend (building + equipment) at 28nm is $100,000 per wafer, which more than triples to $320,000 at 3nm.\nChart 3\nCustomer Base\nChart 4 shows that Apple (AAPL) was the largest customer of TSMC in 2020, representing 21% of revenues. Keep in mind that in addition to TSMC’s processors going into iPhones, TSMC also fabricates the M1, which powers the new MacBook Air, 13-inch MacBook Pro, and Mac mini and is Apple's first custom-designed Arm-based chip for Mac.\nChart 4\nTSMC has upgraded its manufacturing capabilities countless times to keep Apple’s latest chips at the bleeding edge of processor technologies, since its first chip produced for Apple was installed in the Apple iPhone 6 and iPhone 6 Plus, which were introduced on September 9, 2014.\nChart 5 shows that the number of transistors increased from 2 billion for the iPhone 6 to 11.8 billion for the current iPhone 12.\nChart 5\nThus, investors must consider that:\nAny positive developments from Apple will impact TSMC positively, and positive technological developments from TSMC will impact Apple positively. For example, as long as TSMC is the major manufacturer of Apple chips, growth in Apple or new technologies developed by Apple requiring chips (such as Auto or ADAS), then TSMC will gain.\nSecondly, because of capacity limitations and technology node demands, any expansion in capacity from TSMC will be beneficial to Apple as it moves to smaller nodes while consuming about 25% of TSMC’s chip output on a revenue basis.\nUMC is less transparent and doesn’t provide a breakdown by customer. UMC’s primary customers include premier integrated device manufacturers, such as Texas Instruments(NASDAQ:TXN)and Intel Mobile(NASDAQ:INTC), plus leading fabless design companies, such as MediaTek(OTCPK:MDTKF), Realtek, Qualcomm(NASDAQ:QCOM)and Novatek.\nIn August 2018, UMC announced it would pause research for advancing the productional technology of chips under 10nm nodes. As shown in the figure above, since 2018, the corresponding proportion of the company's advanced processes has been reduced to zero, but for mature nodes such as 65nm and 28nm, the proportion has been increased.\nInvestor Takeaways: Is TSM Or UMC Stock A Better Buy?\nBoth companies compete in the same industry, but their business models are a differentiating metric. TSMC generates most of its revenue on nodes smaller than UMC’s (Chart 1), and most of its planned capex will focus new fabs making ICs at increasing smaller nodes.\nTSMC Positives\nTSMC’s share of the pure-play foundry market was 57% share in 2020, up from 55% in 2019. UMC’s share was constant at slightly less than 8%.\nTSMC benefits from the smaller nodes. Although capex increases with decreasing nodes (Chart 3), so too does gross profit (Chart 2). Thus, TSM has higher revenues than UMC: $48.2B vs $6.283B.\n\nTSMC also has higher annual earnings (EBITDA): $33B vs. UMC $2.349B.\nTSMC ($613B) has a higher market cap than UMC ($23.4B).\nTSMC has more cash on hand: $23.3B vs. UMC ($3.76B).\nTSMC has a higher EPS (3.99) than UMC (0.59).\n\nSeeking Alpha’s quant ratings are derived by measuring a stock's financial metrics against other stocks in the sector on the basis of value, growth, profitability, momentum and analysts’ earnings revisions. In Table 1, both stocks have high rankings. TSMC has a quant rating of 4.63 and UMC has a quant rating of 4.54.\n\nGross margin for TSMC and UMC is shown in Table 2. A positive for TSMC, gross margin is significantly ahead of UMC and the average of all foundries. The Street expects 3Q21 gross margin will improve to 52.9%, given a higher revenue scale, tight foundry supply and improved efficiency of 5nm production.\n\nUMC Positives\nThe comparison of other financial metrics, UMC has stronger financials:\n\nUMC has a lower P/E ratio than TSM: 21.8 vs 28.9\nUMC has less debt than TSM: $2.47B vs $15.4B.\nUMC YTD gains are higher at: 10.558 vs. TSM (8.922).\n\nTable 3 shows stock performance in percent growth for TSM and UMC. In the past year, UMC stock has outperformed TSMC, and did so in the 3-year and 5-year period. But in a 10-year period, TSMC is the better choice.\n\nTSMC is the clear winner over UMC going forward. The company chose its strategy to build chips at the <7nm node. The fact that it is building a 28nm fab in China, the “sweet spot” for UMC, coupled with a new 28nm SMIC (OTCQX:SMICY) fab, will mean lost market share at this node for UMC.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141573794,"gmtCreate":1625882868018,"gmtModify":1631883690028,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"Coupang is going to start operation in Singapore. Let’s see how if fares against Amazon,&nbsp;Shopee, Lazada and Qoo10.","listText":"Coupang is going to start operation in Singapore. Let’s see how if fares against Amazon,&nbsp;Shopee, Lazada and Qoo10.","text":"Coupang is going to start operation in Singapore. Let’s see how if fares against Amazon, Shopee, Lazada and Qoo10.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/141573794","repostId":"1162091150","repostType":4,"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141547730,"gmtCreate":1625882754620,"gmtModify":1631891646349,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"This is all the stocks&nbsp;that I would buy on a dip. Exponential growth in the near future!","listText":"This is all the stocks&nbsp;that I would buy on a dip. Exponential growth in the near future!","text":"This is all the stocks that I would buy on a dip. Exponential growth in the near future!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141547730","repostId":"2150370120","repostType":4,"repost":{"id":"2150370120","pubTimestamp":1625879410,"share":"https://www.laohu8.com/m/news/2150370120?lang=&edition=full","pubTime":"2021-07-10 09:10","market":"us","language":"en","title":"Top 10 Cloud Stocks to Buy on the Next Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2150370120","media":"Motley Fool","summary":"How can you capitalize on secular growth trends like digital transformation, artificial intelligence (AI), cybersecurity, analytics, video streaming, work from anywhere, the gig economy, and more? Last time, I covered stocks six through 10 on the list, and today I cover my top five!","content":"<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.</p>\n<p>If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.</p>\n<p>Cloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?</p>\n<p>I'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.</p>\n<p>#10.<b>salesforce.com</b>&nbsp;(NYSE:CRM) is the leader in customer relationship management (CRM). <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiring<b>Slack</b> (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.</p>\n<p>#9.<b>DocuSign</b>(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.</p>\n<p>#8.<b>Twilio</b> (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:</p>\n<ul>\n <li><b>Messaging:</b> You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.</li>\n <li><b>Customer engagement:</b>Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.</li>\n <li><b>Marketing:</b>Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.</li>\n <li><b>Business email services:</b> Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.</li>\n</ul>\n<p>#7<b>The Trade Desk</b> (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. Think<b>Roku</b> (NASDAQ:ROKU), YouTube, part of<b>Alphabet</b> (NASDAQ:GOOGL),<b>Amazon</b> Prime (NASDAQ:AMZN),<b>Disney</b>'s Disney+&nbsp;(NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.</p>\n<p>#6.<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b> (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.</p>\n<p>In case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.&nbsp;</p>\n<p><i>Cloud computing</i> refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.&nbsp;</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?&nbsp;</p>\n<p>#5. <b>Zscaler</b> (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion.&nbsp;</p>\n<p>#4. <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions.&nbsp;</p>\n<p>Datadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with <b>Microsoft</b> (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> to provide real-time monitoring and threat detection across the <b>Salesforce</b> (NASDAQ:DDOG)&nbsp;platform.</p>\n<p>From a product perspective, here are the highlights:</p>\n<ul>\n <li><b>Application performance monitoring (APM) </b>provides visibility into application functionality and health.&nbsp;</li>\n <li><b>Infrastructure monitoring </b>allows businesses to monitor IT infrastructure.</li>\n <li><b>Log management </b>provides visualization and data for any performance problems.</li>\n <li><b>User experience monitoring </b>includes both synthetics and real user monitoring (RUM).</li>\n <li><b>Network performance monitoring </b>allows insights and analysis into network traffic flow from both hybrid and cloud environments.</li>\n <li><b>Incident management and continuous profiler </b>improves workflows.&nbsp;</li>\n <li><b>Security monitoring </b>provides threat detection.</li>\n</ul>\n<p>#3. <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></b> (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform.&nbsp;</p>\n<p>As you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's <b>Berkshire Hathaway</b> (NYSE:BRK.A). Snowflake's clients include <b>Apple</b> (NASDAQ:AAPL), <b>Nike</b> (NYSE:NKE), <b>Mastercard</b> (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list.&nbsp;</p>\n<p>#2. <b>Cloudflare</b>'s (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's <a href=\"https://laohu8.com/S/AONE\">one</a> of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment.&nbsp;</p>\n<p>#1 <b>Crowdstrike</b> (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution.&nbsp;</p>\n<p>Cyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.</p>\n<p>If you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Cloud Stocks to Buy on the Next Dip</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\">\nTop 10 Cloud Stocks to Buy on the Next Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWLO":"Twilio Inc","TTD":"Trade Desk Inc.","CRWD":"CrowdStrike Holdings, Inc.","SNOW":"Snowflake","DDOG":"Datadog","CRM":"赛富时","DOCU":"Docusign","ZS":"Zscaler Inc.","NET":"Cloudflare, Inc.","ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150370120","content_text":"Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.\nIf you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.\nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.\nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?\nI'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.\n#10.salesforce.com (NYSE:CRM) is the leader in customer relationship management (CRM). Salesforce is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiringSlack (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.\n#9.DocuSign(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.\n#8.Twilio (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:\n\nMessaging: You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.\nCustomer engagement:Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.\nMarketing:Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.\nBusiness email services: Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.\n\n#7The Trade Desk (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. ThinkRoku (NASDAQ:ROKU), YouTube, part ofAlphabet (NASDAQ:GOOGL),Amazon Prime (NASDAQ:AMZN),Disney's Disney+ (NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.\n#6.Zoom Video (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.\nIn case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective. \nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines. \nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio? \n#5. Zscaler (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion. \n#4. Datadog (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions. \nDatadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with Microsoft (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with Salesforce to provide real-time monitoring and threat detection across the Salesforce (NASDAQ:DDOG) platform.\nFrom a product perspective, here are the highlights:\n\nApplication performance monitoring (APM) provides visibility into application functionality and health. \nInfrastructure monitoring allows businesses to monitor IT infrastructure.\nLog management provides visualization and data for any performance problems.\nUser experience monitoring includes both synthetics and real user monitoring (RUM).\nNetwork performance monitoring allows insights and analysis into network traffic flow from both hybrid and cloud environments.\nIncident management and continuous profiler improves workflows. \nSecurity monitoring provides threat detection.\n\n#3. Snowflake (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform. \nAs you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's Berkshire Hathaway (NYSE:BRK.A). Snowflake's clients include Apple (NASDAQ:AAPL), Nike (NYSE:NKE), Mastercard (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list. \n#2. Cloudflare's (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's one of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment. \n#1 Crowdstrike (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution. \nCyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.\nIf you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141541376,"gmtCreate":1625882492795,"gmtModify":1631891646360,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"Keep a lookout at FXLV. It’s backed by Mark Walhberg!","listText":"Keep a lookout at FXLV. It’s backed by Mark Walhberg!","text":"Keep a lookout at FXLV. It’s backed by Mark Walhberg!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/141541376","repostId":"1195812364","repostType":4,"repost":{"id":"1195812364","pubTimestamp":1625875523,"share":"https://www.laohu8.com/m/news/1195812364?lang=&edition=full","pubTime":"2021-07-10 08:05","market":"us","language":"en","title":"US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1195812364","media":"Renaissance Capital","summary":"Italian drug container supplier Stevanato Group plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.Shopping center REIT Phillips Edison & Company plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on l","content":"<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.</p>\n<p>Italian drug container supplier&nbsp;<b>Stevanato Group</b>(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.</p>\n<p>Shopping center REIT&nbsp;<b>Phillips Edison &amp; Company</b>(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.</p>\n<p>Known for its member-only luxury hotel brand Soho House,<b>Membership Collective Group</b>(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.</p>\n<p>Mark Wahlberg-backed fitness franchise&nbsp;<b>F45 Training</b>(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.</p>\n<p>Mortgage software provider&nbsp;<b>Blend Labs</b>(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&amp;D and S&amp;M spend.</p>\n<p><b>Bridge Investment Group</b>(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.</p>\n<p>Ocular medical device provider&nbsp;<b>Sight Sciences</b>(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.</p>\n<p>Pregnancy diagnostics company&nbsp;<b>Sera Prognostics</b>(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.</p>\n<p>A hold-over from last week, early-stage kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $79 million market cap.</p>\n<p><img src=\"https://static.tigerbbs.com/ad3dc9b07583a28aad047e44802c899e\" tg-width=\"942\" tg-height=\"732\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&amp;P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 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; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PECO":"Phillips Edison & Company, Inc.","FXLV":"F45 Training Holdings Inc.","BLND":"Blend Labs, Inc.",".DJI":"道琼斯","STVN":"Stevanato Group S.p.A.",".SPX":"S&P 500 Index","SERA":"Sera Prognostics, Inc.",".IXIC":"NASDAQ Composite","BRDG":"Bridge Investment Group Holdings Inc.","SGHT":"Sight Sciences, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195812364","content_text":"After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.\nShopping center REIT Phillips Edison & Company(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.\nKnown for its member-only luxury hotel brand Soho House,Membership Collective Group(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.\nMark Wahlberg-backed fitness franchise F45 Training(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.\nMortgage software provider Blend Labs(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&D and S&M spend.\nBridge Investment Group(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.\nOcular medical device provider Sight Sciences(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.\nPregnancy diagnostics company Sera Prognostics(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.\nA hold-over from last week, early-stage kidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $79 million market cap.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143422230,"gmtCreate":1625811379420,"gmtModify":1631884870511,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"While the rest of Asia is up..","listText":"While the rest of Asia is up..","text":"While the rest of Asia is up..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143422230","repostId":"2150732774","repostType":4,"repost":{"id":"2150732774","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1625806504,"share":"https://www.laohu8.com/m/news/2150732774?lang=&edition=full","pubTime":"2021-07-09 12:55","market":"hk","language":"en","title":"China stocks fall after inflation data; Hong Kong up","url":"https://stock-news.laohu8.com/highlight/detail?id=2150732774","media":"Reuters","summary":"* SSEC -0.7%, CSI300 -1.1%, HSI 0.7%\n* HK->Shanghai Connect daily quota used 0.7%, Shanghai->HK dail","content":"<p>* SSEC -0.7%, CSI300 -1.1%, HSI 0.7%</p>\n<p>* HK-&gt;Shanghai Connect daily quota used 0.7%, Shanghai-&gt;HK daily quota used 1.2%</p>\n<p>* FTSE China A50 -1.2%</p>\n<p>SHANGHAI, July 9 (Reuters) - China stocks fell on Friday, and are on track to post a weekly loss, as data showed the country's annual factory gate inflation remained uncomfortably high and underlined growing strains on the economy.</p>\n<p>** The CSI300 index fell 1.1% to 5,034.76 points at the end of the morning session, while the Shanghai Composite Index dipped 0.7% to 3,501.16 points.</p>\n<p>** Shenzhen's start-up board ChiNext shed 1.2%, while Shanghai's tech-focused STAR50 index lost 2.5%.</p>\n<p>** For the week, CSI300 declined 0.9%, while SSEC lost 0.5%.</p>\n<p>** China's factory gate inflation eased in June, but the annual rate stayed high. The persistently high inflationary pressures in the industrial sector prompted China's cabinet this week to flag potential policy easing measures, mainly to support smaller firms.</p>\n<p>** Investors should pay close attention to potential risks as the market now faces changes, including risks from some of China's real estate debts and the U.S. Fed's taper talk, Huaan Securities said in a note.</p>\n<p>** The brokerage recommended sectors with robust earnings growth in the first half, including semiconductor, new energy vehicles-related firms and sectors with low valuations.</p>\n<p>** In Hong Kong, the Hang Seng index added 0.7% at 27,330.71 points, while the Hong Kong China Enterprises Index&nbsp;gained 0.3% at 9,853.95.</p>\n<p>** The Hang Seng tech index&nbsp;slumped as much as 2.3% to a nine-month low before reversing course as investors hunted for bargains following a recent sharp correction.</p>\n<p>** China's securities regulator is setting up a team to review plans by Chinese companies for initial public offerings (IPOs) abroad, sources with knowledge of the matter said, including those using a corporate structure, which Beijing says has led to abuse.</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>China stocks fall after inflation data; Hong Kong up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina stocks fall after inflation data; Hong Kong up\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-09 12:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* SSEC -0.7%, CSI300 -1.1%, HSI 0.7%</p>\n<p>* HK-&gt;Shanghai Connect daily quota used 0.7%, Shanghai-&gt;HK daily quota used 1.2%</p>\n<p>* FTSE China A50 -1.2%</p>\n<p>SHANGHAI, July 9 (Reuters) - China stocks fell on Friday, and are on track to post a weekly loss, as data showed the country's annual factory gate inflation remained uncomfortably high and underlined growing strains on the economy.</p>\n<p>** The CSI300 index fell 1.1% to 5,034.76 points at the end of the morning session, while the Shanghai Composite Index dipped 0.7% to 3,501.16 points.</p>\n<p>** Shenzhen's start-up board ChiNext shed 1.2%, while Shanghai's tech-focused STAR50 index lost 2.5%.</p>\n<p>** For the week, CSI300 declined 0.9%, while SSEC lost 0.5%.</p>\n<p>** China's factory gate inflation eased in June, but the annual rate stayed high. The persistently high inflationary pressures in the industrial sector prompted China's cabinet this week to flag potential policy easing measures, mainly to support smaller firms.</p>\n<p>** Investors should pay close attention to potential risks as the market now faces changes, including risks from some of China's real estate debts and the U.S. Fed's taper talk, Huaan Securities said in a note.</p>\n<p>** The brokerage recommended sectors with robust earnings growth in the first half, including semiconductor, new energy vehicles-related firms and sectors with low valuations.</p>\n<p>** In Hong Kong, the Hang Seng index added 0.7% at 27,330.71 points, while the Hong Kong China Enterprises Index&nbsp;gained 0.3% at 9,853.95.</p>\n<p>** The Hang Seng tech index&nbsp;slumped as much as 2.3% to a nine-month low before reversing course as investors hunted for bargains following a recent sharp correction.</p>\n<p>** China's securities regulator is setting up a team to review plans by Chinese companies for initial public offerings (IPOs) abroad, sources with knowledge of the matter said, including those using a corporate structure, which Beijing says has led to abuse.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAAS":"中汽系统"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150732774","content_text":"* SSEC -0.7%, CSI300 -1.1%, HSI 0.7%\n* HK->Shanghai Connect daily quota used 0.7%, Shanghai->HK daily quota used 1.2%\n* FTSE China A50 -1.2%\nSHANGHAI, July 9 (Reuters) - China stocks fell on Friday, and are on track to post a weekly loss, as data showed the country's annual factory gate inflation remained uncomfortably high and underlined growing strains on the economy.\n** The CSI300 index fell 1.1% to 5,034.76 points at the end of the morning session, while the Shanghai Composite Index dipped 0.7% to 3,501.16 points.\n** Shenzhen's start-up board ChiNext shed 1.2%, while Shanghai's tech-focused STAR50 index lost 2.5%.\n** For the week, CSI300 declined 0.9%, while SSEC lost 0.5%.\n** China's factory gate inflation eased in June, but the annual rate stayed high. The persistently high inflationary pressures in the industrial sector prompted China's cabinet this week to flag potential policy easing measures, mainly to support smaller firms.\n** Investors should pay close attention to potential risks as the market now faces changes, including risks from some of China's real estate debts and the U.S. Fed's taper talk, Huaan Securities said in a note.\n** The brokerage recommended sectors with robust earnings growth in the first half, including semiconductor, new energy vehicles-related firms and sectors with low valuations.\n** In Hong Kong, the Hang Seng index added 0.7% at 27,330.71 points, while the Hong Kong China Enterprises Index gained 0.3% at 9,853.95.\n** The Hang Seng tech index slumped as much as 2.3% to a nine-month low before reversing course as investors hunted for bargains following a recent sharp correction.\n** China's securities regulator is setting up a team to review plans by Chinese companies for initial public offerings (IPOs) abroad, sources with knowledge of the matter said, including those using a corporate structure, which Beijing says has led to abuse.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143426509,"gmtCreate":1625811298301,"gmtModify":1631883983060,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"One of the best in genomics! Get in while it’s cheap!","listText":"One of the best in genomics! Get in while it’s cheap!","text":"One of the best in genomics! Get in while it’s cheap!","images":[{"img":"https://static.tigerbbs.com/3883485f0677b3ff168b995f994f0fed","width":"1125","height":"3185"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143426509","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":144752099,"gmtCreate":1626315971011,"gmtModify":1631891646346,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>I will short JD Logistics everyday if I’m able to.&nbsp;Freaking piece of shit!","listText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>I will short JD Logistics everyday if I’m able to.&nbsp;Freaking piece of shit!","text":"$JD LOGISTICS(02618)$I will short JD Logistics everyday if I’m able to. Freaking piece of shit!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/144752099","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574991754674212","authorId":"3574991754674212","authorIdStr":"3574991754674212","name":"宝庆府战士","avatar":"https://static.tigerbbs.com/52d7c392af72759373c3a0b3eb9a0a9b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3574991754674212"},"content":"明天可以做空了 [喷血]","text":"明天可以做空了 [喷血]","html":"明天可以做空了 [喷血]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":878892336,"gmtCreate":1637163531040,"gmtModify":1637163531040,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AYRO\">$AYRO, Inc.(AYRO)$</a>Is the 🐢 EV sector. &nbsp;. &nbsp; .😂😂","listText":"<a href=\"https://laohu8.com/S/AYRO\">$AYRO, Inc.(AYRO)$</a>Is the 🐢 EV sector. &nbsp;. &nbsp; .😂😂","text":"$AYRO, Inc.(AYRO)$Is the 🐢 EV sector. . .😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/878892336","isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":141573794,"gmtCreate":1625882868018,"gmtModify":1631883690028,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"Coupang is going to start operation in Singapore. Let’s see how if fares against Amazon,&nbsp;Shopee, Lazada and Qoo10.","listText":"Coupang is going to start operation in Singapore. Let’s see how if fares against Amazon,&nbsp;Shopee, Lazada and Qoo10.","text":"Coupang is going to start operation in Singapore. Let’s see how if fares against Amazon, Shopee, Lazada and Qoo10.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/141573794","repostId":"1162091150","repostType":4,"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141541376,"gmtCreate":1625882492795,"gmtModify":1631891646360,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"Keep a lookout at FXLV. It’s backed by Mark Walhberg!","listText":"Keep a lookout at FXLV. It’s backed by Mark Walhberg!","text":"Keep a lookout at FXLV. It’s backed by Mark Walhberg!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/141541376","repostId":"1195812364","repostType":4,"repost":{"id":"1195812364","pubTimestamp":1625875523,"share":"https://www.laohu8.com/m/news/1195812364?lang=&edition=full","pubTime":"2021-07-10 08:05","market":"us","language":"en","title":"US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1195812364","media":"Renaissance Capital","summary":"Italian drug container supplier Stevanato Group plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.Shopping center REIT Phillips Edison & Company plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on l","content":"<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.</p>\n<p>Italian drug container supplier&nbsp;<b>Stevanato Group</b>(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.</p>\n<p>Shopping center REIT&nbsp;<b>Phillips Edison &amp; Company</b>(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.</p>\n<p>Known for its member-only luxury hotel brand Soho House,<b>Membership Collective Group</b>(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.</p>\n<p>Mark Wahlberg-backed fitness franchise&nbsp;<b>F45 Training</b>(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.</p>\n<p>Mortgage software provider&nbsp;<b>Blend Labs</b>(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&amp;D and S&amp;M spend.</p>\n<p><b>Bridge Investment Group</b>(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.</p>\n<p>Ocular medical device provider&nbsp;<b>Sight Sciences</b>(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.</p>\n<p>Pregnancy diagnostics company&nbsp;<b>Sera Prognostics</b>(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.</p>\n<p>A hold-over from last week, early-stage kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $79 million market cap.</p>\n<p><img src=\"https://static.tigerbbs.com/ad3dc9b07583a28aad047e44802c899e\" tg-width=\"942\" tg-height=\"732\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&amp;P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 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; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PECO":"Phillips Edison & Company, Inc.","FXLV":"F45 Training Holdings Inc.","BLND":"Blend Labs, Inc.",".DJI":"道琼斯","STVN":"Stevanato Group S.p.A.",".SPX":"S&P 500 Index","SERA":"Sera Prognostics, Inc.",".IXIC":"NASDAQ Composite","BRDG":"Bridge Investment Group Holdings Inc.","SGHT":"Sight Sciences, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195812364","content_text":"After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.\nShopping center REIT Phillips Edison & Company(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.\nKnown for its member-only luxury hotel brand Soho House,Membership Collective Group(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.\nMark Wahlberg-backed fitness franchise F45 Training(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.\nMortgage software provider Blend Labs(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&D and S&M spend.\nBridge Investment Group(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.\nOcular medical device provider Sight Sciences(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.\nPregnancy diagnostics company Sera Prognostics(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.\nA hold-over from last week, early-stage kidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $79 million market cap.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341102021,"gmtCreate":1617788634663,"gmtModify":1634296507941,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341102021","repostId":"1191592028","repostType":4,"repost":{"id":"1191592028","pubTimestamp":1617788485,"share":"https://www.laohu8.com/m/news/1191592028?lang=&edition=full","pubTime":"2021-04-07 17:41","market":"us","language":"en","title":"7 Stocks That Will Survive The Semiconductor Shortage Long-Term","url":"https://stock-news.laohu8.com/highlight/detail?id=1191592028","media":"investorplace","summary":"Semiconductor stocks have been in the limelight during the ongoing chip shortage, which has been aff","content":"<p>Semiconductor stocks have been in the limelight during the ongoing chip shortage, which has been affecting a range of firms, especially in the tech andautomotivesectors. Chips have had a significant impact on technology and innovation in the past several decades. Today, we find chips in items ranging from smartphones, to air conditioners, fridges, LED bulbs, rice cookers, TVs and cars, including electric vehicles (EVs). Therefore, today’s article discusses seven stocks that will survive the semiconductor shortage long-term.</p><p>Recent research published in the<i>Software Quality Professional</i>highlights, “The semiconductor industry has been a model for innovation over the last couple of decades. The complexity of integrated circuit (IC) designs has increased, and the process to produce them has become more challenging due to variable market demand.”</p><p>Most<i>InvestorPlace.com</i>readers are familiar with the fact that the semiconductor sector is mostly based on an outsourced manufacturing model. Put another way, most semiconductor firms design chips in-house that then get manufactured elsewhere. This type of fabrication is commonly referred to as “fab” or “foundry.”</p><p>As a cyclical industry, the semiconductor sector goes through periods of booms and busts. Developments in artificial intelligence (AI), the Internet of Things, (IoT), and machine learning will increase the global demand for chips. Analysts concur the surging demand, especially the pandemic, for consumer electronics and EVs have in part contributed to the current shortage. Over the past year, chip shares have been firing on all cylinders. The widely-followed<b>PHLX Semiconductor Sector Index</b>returned about 129% in the past 12 months.</p><p>The chip industry is extremely important for our economy. According to a jointreportby the<b>Semiconductor Industry Association</b>and the<b>Boston Consulting Group</b>, “The US semiconductor industry has long been the global semiconductor leader, consistently accounting for 45% to 50% of global revenues.”Furthermore, “Growth in global semiconductor demand is projected to require a 56 percent increase in manufacturing over the next 10 years.”</p><p>With that information here are seven stocks as semiconductors continue to make the headlines:</p><ul><li><b>Applied Materials</b>(NASDAQ:<b><u>AMAT</u></b>)</li><li><b>Hyundai Motor Company</b>(OTCMKTS:<b><u>HYMTF</u></b>)</li><li><b>Kulicke &amp; Soffa Industries</b>(NASDAQ:<b><u>KLIC</u></b>)</li><li><b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>)</li><li><b>Nvidia</b>&nbsp;(NASDAQ:<b><u>NVDA</u></b>)</li><li><b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:<b><u>TSM</u></b>)</li><li><b>Texas Instruments</b>(NASDAQ:<b><u>TXN</u></b>)</li></ul><p>Semiconductors: Applied Materials (AMAT)<img src=\"https://static.tigerbbs.com/a958bed90a8af04ee3cb430b5c1ae98f\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: michelmond / Shutterstock.com</p><p><b>52-week range:</b>$46.22 – $146</p><p><b>YTD price change:</b>Up about 66%</p><p><b>Dividend yield:</b>0.7%</p><p>Santa Clara, California-based Applied Materials is one of the largest semiconductor fabrication equipment suppliers based on revenue. In other words, the group makes tools and equipment used in chip manufacturing. The company’s history goes back to 1967.</p><p>When foundries need more equipment, they turn to Applied Materials. The company also supplies LCD equipment for the flat panel display industry as well as photovoltaic (PV) technology manufacturing systems for the solar industry.</p><p>The companyreleasedfirst-quarter fiscal-year 2021 results on Feb. 18. Revenue was $5.16 billion. On a non-GAAP adjusted basis, Applied Materials reported gross margin of 45.9%, operating income of $1.50 billion, and EPS of $1.39. Cash from operations stood at $1.42 billion, and dividends paid was $201 million.</p><p>CEO Gary Dickerson said, “In our first fiscal quarter, we’ve seen a continued acceleration of demand in our semiconductor business as major macro and industry trends fuel increasing consumption of silicon across a wide range of markets and applications.”</p><p>AMAT relies on organic growth, therefore the chip shortage is providing tailwinds for the shares, which returned over 238% in the past year. Forward price-to-earnings (P/E) and price-to-sales (P/S) ratios stand at 23.81 and 7.17, respectively. April means a busy earnings season is upon us when many semiconductor stocks report. Any potential decline toward the $130 level or below would improve the margin of safety.</p><p><b>Hyundai Motor Company (HYMTF)</b><img src=\"https://static.tigerbbs.com/ded66556c6e35d4a93ae7d2c83140d3d\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Renovacio / Shutterstock.com</p><p><b>52-week range:</b>$20.29 – $71.00</p><p><b>YTD price change:</b>Up about 12%</p><p><b>Dividend yield:</b>2.9%</p><p>Our next stock comes from the automotive sector, one of the most affected industries during the current semiconductor shortage. Established in 1967, the South Korea-based Hyundai is a leading automobile manufacturer. It also owns a 34% stake in<b>Kia Motors</b>(OTCMKTS:<b><u>KIMTF</u></b>). In recent months, to the delight of investors, the company has been putting more resources intoEVs.</p><p>At the end of January, Hyundai Motor Companyannouncedits financial results for Q4 and full-year 2020. In the fourth-quarter, total sales volume declined by 4.7% year-over-year. Yet, Q4 sales revenue increased by 5.1 % YoY to 29.24 trillion KRW. Net profit grew by a massive 44% as the company recorded 1.38 trillion KRW in profit.</p><p>Analysts noted that new models, such as all-new Tucson SUV and Elantra sedan, as well as luxury brands, such as the G80 sedan and GV80 SUV of Genesis, helped boost sales momentum. In 2021, management expects a revenue growth of 14-15%.</p><p>In the past year, Hyundai shares returned 129%. The stock’s forward P/E and P/S are 4.21 and 0.15. Despite the run-up in price, the valuation is not frothy. Potential investors could consider buying the dips. I expect the company to increase its market share in the current markets and make progress in its EV penetration.</p><p><b>Kulicke &amp; Soffa Industries (KLIC)</b><img src=\"https://static.tigerbbs.com/605a1759624d2673f0a2a3dc833ba11c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Shutterstock</p><p><b>52-week range:</b>$20.10– $56.67</p><p><b>YTD price change:</b>Up about 75%</p><p><b>Dividend yield:</b>1.1%</p><p>Our next company is another semiconductor equipment stock. Singapore-based Kulicke &amp; Soffa Industries provides semiconductor, LED and electronic assembly solutions for a range of industries. It generates most of its revenue from the Asia-Pacific region.</p><p>Kulicke &amp; Soffa announced itsQ1 2021results at the beginning of February. Revenue showed a hefty 85.6% YoY increase, climbing to $267.9 million. Net income jumped by 187.2% YoY and reached $53.7 million. Diluted EPS followed a similar pattern and was up by 196.6% to hit 86 cents. Cash and equivalents were $576.7 million at the end of the period.</p><p>CEO Fusen Chen stated, “Demand has increased significantly in the December quarter driven by strength in the general semiconductor, LED and automotive markets.” The Company expects total sales revenue in Q2 2021 (ending April 3, 2021) to be approximately $300 million +/- $20 million.</p><p>KLIC stock’s price-to-book (P/B) and P/S ratios are 4.27 and 4.69. Finding undervalued growth stocks in the chip space is becoming increasingly difficult. But I expect the company to create shareholder value for many more quarters. Any decline toward $45 would offer a better opportunity to buy into the KLIC share price. Further bullish headlines regarding the semiconductor space will likely provide further momentum for the stock.</p><p><b>Microsoft (MSFT)</b><img src=\"https://static.tigerbbs.com/621219977ed046c7c7577a7550f325bf\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: NYCStock / Shutterstock.com</p><p><b>52-week range:</b>$162.30 – $249.96</p><p><b>YTD price change:</b>Up about 12%</p><p><b>Dividend yield:</b>0.9%</p><p>Our next company, Microsoft, does not immediately come to mind as a semiconductor stocks. As one of the biggest technology companies of the world, the firm is best known for its Windows operating systems, Office productivity suite and increasingly for Microsoft Azure, its cloud services.</p><p>The company has recentlyannouncedit would start making its own chips so that it could rely less on<b>Intel’s</b>(NASDAQ:<b><u>INTC</u></b>) technology. In November 2020, the company introduced theMicrosoft Plutonprocessor. On another note, co-founded Bill Gates has recentlyinvestedin “Luminous, a small start-up building an artificial intelligence chip.”</p><p>Management announcedQ2 2021results at the end of January. Revenue increased by 17% YoY to hit $43.1 billion. The biggest revenue driver was the intelligent cloud segment with a hefty 23% YoY increase. Net income rose by 33% YoY and reached $15.5 billion. Diluted EPS also jumped by 34% YoY to $2.03. Cash and equivalents at the end of period stood at $132 billion.</p><p>Amy Hood, Microsoft CFO, cited “For FY21, with our strong performance in the first half of the fiscal year and our outlook for Q3, we expect to deliver another full year of double-digit revenue and operating income growth, as well as healthy operating margin expansion even after excluding the impact of the change in accounting estimate and COVID-related savings.”</p><p>MSFT stock’sforward P/Eand P/S are 30.86 and 12.42. In recent days, the company made the headlines when it announced that it has secured a massive Pentagon contract worth over $20 billion. Investors were delighted. Over the past 12 months, the shares have returned 61%. Given Microsoft’s resources and agility, we can expect the company to make inroads in chip manufacturing in the coming quarters. With this new initiative under its belt too, the company is likely to increase shareholder value throughout the rest of the year.</p><p><b>Nvidia (NVDA)</b><img src=\"https://static.tigerbbs.com/5bbb6bf546e62eeed04f797f6a76e666\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Antonio Baccardi / Shutterstock.com</p><p><b>52-week range:</b>$257 – $614.90</p><p><b>YTD price change:</b>Up about 6%</p><p><b>Dividend yield:</b>0.1%</p><p>With a market capitalization (cap) of about $343 billion, the Santa Clara, California-based Nvidia is one of the most important chip companies. It focuses on personal computer (PC) graphics, graphics processing units (GPU) and AI. Nvidia is well-known for its GPU chips and Tegra Processors. Its GPU product brands are aimed at specialized markets, including GeForce for gamers, Quadro for designers, Tesla and DGX for AI data scientists and big data researchers, and GRID for cloud-based visual computing users.</p><p>In late February, the companyannouncedQ4 and full-year results. The record quarterly revenue of $5 billion meant an increase of 61% YoY and 6% sequentially. Non-GAAP EPS was $3.10, up 64% YoY and 7% sequentially.Nvidia reports revenue in four segments:</p><ul><li>Data Center (Q4 revenue was a record $1.9 billion)</li><li>Gaming (Q4 revenue was a record $2.5 billion)</li><li>Professional Visualization (Q4 revenue was $307 million)</li><li>Automotive (Q4 revenue was $145 million)</li></ul><p>In the past 12 months, NVDA stock is up about 116%. As a result, forward P/E and P/S ratios of 41.32 and 20.81 point to a frothy valuation. Coupled with sectoral volatility and rising Treasury yields, short-term profit-taking in the shares is likely. Buy-and-hold investors could regard any move toward the $500 level as a better entry point. In the long-run, Nvidia’s fast-growing top and bottom lines will lead to new record-highs in the share price.</p><p><b>Taiwan Semiconductor Manufacturing (TSM)</b><img src=\"https://static.tigerbbs.com/18b55d7461583e734f7c9ad217852772\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Shutterstock</p><p><b>52-week range:</b>$47.72 – $142.20</p><p><b>YTD price change:</b>Up about 12%</p><p><b>Dividend yield:</b>1.4%</p><p>Taiwan-based Taiwan Semiconductor Manufacturing is the world’s largest semiconductor foundry. It is highly regarded for its semiconductor process technology, and currently serves over 500 customers worldwide. The company dominates the fab side of the semiconductor space.</p><p>In mid-January, TSM announced Q4 fiscal year 2020results. Consolidated revenue showed an increase of 14% YoY. Net income was also up 23% YoY. Diluted EPS was $0.97 per ADR unit, increasing 23% YoY.</p><p>Wendell Huang, VP and Chief Financial Officer, cited, “Moving into first quarter 2021, we expect our business to be supported by HPC-related demand, recovery in the automotive segment, and a milder smartphone seasonality than in recent years.”</p><p>In the past 52 weeks, TSM stock is up close to 160%. Forward P/E and P/S ratios are 32.79 and 13.74, respectively. The company is expected to release Q1 results in the coming days. Potential investors might want to analyze the metrics and wait for a potential pull-back in the share price. A decline toward the $110 level would improve the margin of safety. The global chip shortage should mean strong demand for the company.</p><p><b>Texas Instruments</b>(TXN)<img src=\"https://static.tigerbbs.com/13099a1e3228a09a4693e631a28c271a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Katherine Welles / Shutterstock.com</p><p><b>52-week range:</b>$105.30 – $197.58</p><p><b>YTD price change:</b>Up about 19%</p><p><b>Dividend yield:</b>2.1%</p><p>For our next stock, Texas Instruments, we go from Taiwan to Dallas, Texas. The company focuses on analog chips and embedded processors. With 14 manufacturing sites worldwide, the chip group provides 80,000 products for over 100,000 customers, which mostly come from the consumer electronics, automotive and industrial markets.</p><p>TXNannouncedQ4 and full-year results in late January.Revenue was $4.08 billion, an increase of 22% YoY.Net income came at $1.69 billion, up 58% YoY.EPS of $1.80 also meant an increase of 61% YoY.Free cash flow during the quarter was $1.9 billion. Analysts concurred that it was a robust quarter for the group.</p><p>CEO Rich Templeton commented, “Together, our dividends and stock repurchases reflect our continued commitment to return all free cash flow to our owners. TI’s first quarter outlook is for revenue in the range of $3.79 billion to $4.11 billion and earnings per share between $1.44 and $1.66.”</p><p>In the past year, TXN shares returned over 85%. The stock’s forward P/E and P/S ratios are 30.03 and 12.71 respectively. Buy-and-hold investors could consider an investment around $180 or below. During April, the shares should be under the radar.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks That Will Survive The Semiconductor Shortage Long-Term</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Stocks That Will Survive The Semiconductor Shortage Long-Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-07 17:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/7-stocks-that-will-survive-the-semiconductor-shortage-long-term/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor stocks have been in the limelight during the ongoing chip shortage, which has been affecting a range of firms, especially in the tech andautomotivesectors. Chips have had a significant ...</p>\n\n<a href=\"https://investorplace.com/2021/04/7-stocks-that-will-survive-the-semiconductor-shortage-long-term/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","TSM":"台积电","KLIC":"库力索法半导体","TXN":"德州仪器","AMAT":"应用材料","HYMTF":"Hyundai Motor Co., Ltd.","NVDA":"英伟达"},"source_url":"https://investorplace.com/2021/04/7-stocks-that-will-survive-the-semiconductor-shortage-long-term/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191592028","content_text":"Semiconductor stocks have been in the limelight during the ongoing chip shortage, which has been affecting a range of firms, especially in the tech andautomotivesectors. Chips have had a significant impact on technology and innovation in the past several decades. Today, we find chips in items ranging from smartphones, to air conditioners, fridges, LED bulbs, rice cookers, TVs and cars, including electric vehicles (EVs). Therefore, today’s article discusses seven stocks that will survive the semiconductor shortage long-term.Recent research published in theSoftware Quality Professionalhighlights, “The semiconductor industry has been a model for innovation over the last couple of decades. The complexity of integrated circuit (IC) designs has increased, and the process to produce them has become more challenging due to variable market demand.”MostInvestorPlace.comreaders are familiar with the fact that the semiconductor sector is mostly based on an outsourced manufacturing model. Put another way, most semiconductor firms design chips in-house that then get manufactured elsewhere. This type of fabrication is commonly referred to as “fab” or “foundry.”As a cyclical industry, the semiconductor sector goes through periods of booms and busts. Developments in artificial intelligence (AI), the Internet of Things, (IoT), and machine learning will increase the global demand for chips. Analysts concur the surging demand, especially the pandemic, for consumer electronics and EVs have in part contributed to the current shortage. Over the past year, chip shares have been firing on all cylinders. The widely-followedPHLX Semiconductor Sector Indexreturned about 129% in the past 12 months.The chip industry is extremely important for our economy. According to a jointreportby theSemiconductor Industry Associationand theBoston Consulting Group, “The US semiconductor industry has long been the global semiconductor leader, consistently accounting for 45% to 50% of global revenues.”Furthermore, “Growth in global semiconductor demand is projected to require a 56 percent increase in manufacturing over the next 10 years.”With that information here are seven stocks as semiconductors continue to make the headlines:Applied Materials(NASDAQ:AMAT)Hyundai Motor Company(OTCMKTS:HYMTF)Kulicke & Soffa Industries(NASDAQ:KLIC)Microsoft(NASDAQ:MSFT)Nvidia (NASDAQ:NVDA)Taiwan Semiconductor Manufacturing (NYSE:TSM)Texas Instruments(NASDAQ:TXN)Semiconductors: Applied Materials (AMAT)Source: michelmond / Shutterstock.com52-week range:$46.22 – $146YTD price change:Up about 66%Dividend yield:0.7%Santa Clara, California-based Applied Materials is one of the largest semiconductor fabrication equipment suppliers based on revenue. In other words, the group makes tools and equipment used in chip manufacturing. The company’s history goes back to 1967.When foundries need more equipment, they turn to Applied Materials. The company also supplies LCD equipment for the flat panel display industry as well as photovoltaic (PV) technology manufacturing systems for the solar industry.The companyreleasedfirst-quarter fiscal-year 2021 results on Feb. 18. Revenue was $5.16 billion. On a non-GAAP adjusted basis, Applied Materials reported gross margin of 45.9%, operating income of $1.50 billion, and EPS of $1.39. Cash from operations stood at $1.42 billion, and dividends paid was $201 million.CEO Gary Dickerson said, “In our first fiscal quarter, we’ve seen a continued acceleration of demand in our semiconductor business as major macro and industry trends fuel increasing consumption of silicon across a wide range of markets and applications.”AMAT relies on organic growth, therefore the chip shortage is providing tailwinds for the shares, which returned over 238% in the past year. Forward price-to-earnings (P/E) and price-to-sales (P/S) ratios stand at 23.81 and 7.17, respectively. April means a busy earnings season is upon us when many semiconductor stocks report. Any potential decline toward the $130 level or below would improve the margin of safety.Hyundai Motor Company (HYMTF)Source: Renovacio / Shutterstock.com52-week range:$20.29 – $71.00YTD price change:Up about 12%Dividend yield:2.9%Our next stock comes from the automotive sector, one of the most affected industries during the current semiconductor shortage. Established in 1967, the South Korea-based Hyundai is a leading automobile manufacturer. It also owns a 34% stake inKia Motors(OTCMKTS:KIMTF). In recent months, to the delight of investors, the company has been putting more resources intoEVs.At the end of January, Hyundai Motor Companyannouncedits financial results for Q4 and full-year 2020. In the fourth-quarter, total sales volume declined by 4.7% year-over-year. Yet, Q4 sales revenue increased by 5.1 % YoY to 29.24 trillion KRW. Net profit grew by a massive 44% as the company recorded 1.38 trillion KRW in profit.Analysts noted that new models, such as all-new Tucson SUV and Elantra sedan, as well as luxury brands, such as the G80 sedan and GV80 SUV of Genesis, helped boost sales momentum. In 2021, management expects a revenue growth of 14-15%.In the past year, Hyundai shares returned 129%. The stock’s forward P/E and P/S are 4.21 and 0.15. Despite the run-up in price, the valuation is not frothy. Potential investors could consider buying the dips. I expect the company to increase its market share in the current markets and make progress in its EV penetration.Kulicke & Soffa Industries (KLIC)Source: Shutterstock52-week range:$20.10– $56.67YTD price change:Up about 75%Dividend yield:1.1%Our next company is another semiconductor equipment stock. Singapore-based Kulicke & Soffa Industries provides semiconductor, LED and electronic assembly solutions for a range of industries. It generates most of its revenue from the Asia-Pacific region.Kulicke & Soffa announced itsQ1 2021results at the beginning of February. Revenue showed a hefty 85.6% YoY increase, climbing to $267.9 million. Net income jumped by 187.2% YoY and reached $53.7 million. Diluted EPS followed a similar pattern and was up by 196.6% to hit 86 cents. Cash and equivalents were $576.7 million at the end of the period.CEO Fusen Chen stated, “Demand has increased significantly in the December quarter driven by strength in the general semiconductor, LED and automotive markets.” The Company expects total sales revenue in Q2 2021 (ending April 3, 2021) to be approximately $300 million +/- $20 million.KLIC stock’s price-to-book (P/B) and P/S ratios are 4.27 and 4.69. Finding undervalued growth stocks in the chip space is becoming increasingly difficult. But I expect the company to create shareholder value for many more quarters. Any decline toward $45 would offer a better opportunity to buy into the KLIC share price. Further bullish headlines regarding the semiconductor space will likely provide further momentum for the stock.Microsoft (MSFT)Source: NYCStock / Shutterstock.com52-week range:$162.30 – $249.96YTD price change:Up about 12%Dividend yield:0.9%Our next company, Microsoft, does not immediately come to mind as a semiconductor stocks. As one of the biggest technology companies of the world, the firm is best known for its Windows operating systems, Office productivity suite and increasingly for Microsoft Azure, its cloud services.The company has recentlyannouncedit would start making its own chips so that it could rely less onIntel’s(NASDAQ:INTC) technology. In November 2020, the company introduced theMicrosoft Plutonprocessor. On another note, co-founded Bill Gates has recentlyinvestedin “Luminous, a small start-up building an artificial intelligence chip.”Management announcedQ2 2021results at the end of January. Revenue increased by 17% YoY to hit $43.1 billion. The biggest revenue driver was the intelligent cloud segment with a hefty 23% YoY increase. Net income rose by 33% YoY and reached $15.5 billion. Diluted EPS also jumped by 34% YoY to $2.03. Cash and equivalents at the end of period stood at $132 billion.Amy Hood, Microsoft CFO, cited “For FY21, with our strong performance in the first half of the fiscal year and our outlook for Q3, we expect to deliver another full year of double-digit revenue and operating income growth, as well as healthy operating margin expansion even after excluding the impact of the change in accounting estimate and COVID-related savings.”MSFT stock’sforward P/Eand P/S are 30.86 and 12.42. In recent days, the company made the headlines when it announced that it has secured a massive Pentagon contract worth over $20 billion. Investors were delighted. Over the past 12 months, the shares have returned 61%. Given Microsoft’s resources and agility, we can expect the company to make inroads in chip manufacturing in the coming quarters. With this new initiative under its belt too, the company is likely to increase shareholder value throughout the rest of the year.Nvidia (NVDA)Source: Antonio Baccardi / Shutterstock.com52-week range:$257 – $614.90YTD price change:Up about 6%Dividend yield:0.1%With a market capitalization (cap) of about $343 billion, the Santa Clara, California-based Nvidia is one of the most important chip companies. It focuses on personal computer (PC) graphics, graphics processing units (GPU) and AI. Nvidia is well-known for its GPU chips and Tegra Processors. Its GPU product brands are aimed at specialized markets, including GeForce for gamers, Quadro for designers, Tesla and DGX for AI data scientists and big data researchers, and GRID for cloud-based visual computing users.In late February, the companyannouncedQ4 and full-year results. The record quarterly revenue of $5 billion meant an increase of 61% YoY and 6% sequentially. Non-GAAP EPS was $3.10, up 64% YoY and 7% sequentially.Nvidia reports revenue in four segments:Data Center (Q4 revenue was a record $1.9 billion)Gaming (Q4 revenue was a record $2.5 billion)Professional Visualization (Q4 revenue was $307 million)Automotive (Q4 revenue was $145 million)In the past 12 months, NVDA stock is up about 116%. As a result, forward P/E and P/S ratios of 41.32 and 20.81 point to a frothy valuation. Coupled with sectoral volatility and rising Treasury yields, short-term profit-taking in the shares is likely. Buy-and-hold investors could regard any move toward the $500 level as a better entry point. In the long-run, Nvidia’s fast-growing top and bottom lines will lead to new record-highs in the share price.Taiwan Semiconductor Manufacturing (TSM)Source: Shutterstock52-week range:$47.72 – $142.20YTD price change:Up about 12%Dividend yield:1.4%Taiwan-based Taiwan Semiconductor Manufacturing is the world’s largest semiconductor foundry. It is highly regarded for its semiconductor process technology, and currently serves over 500 customers worldwide. The company dominates the fab side of the semiconductor space.In mid-January, TSM announced Q4 fiscal year 2020results. Consolidated revenue showed an increase of 14% YoY. Net income was also up 23% YoY. Diluted EPS was $0.97 per ADR unit, increasing 23% YoY.Wendell Huang, VP and Chief Financial Officer, cited, “Moving into first quarter 2021, we expect our business to be supported by HPC-related demand, recovery in the automotive segment, and a milder smartphone seasonality than in recent years.”In the past 52 weeks, TSM stock is up close to 160%. Forward P/E and P/S ratios are 32.79 and 13.74, respectively. The company is expected to release Q1 results in the coming days. Potential investors might want to analyze the metrics and wait for a potential pull-back in the share price. A decline toward the $110 level would improve the margin of safety. The global chip shortage should mean strong demand for the company.Texas Instruments(TXN)Source: Katherine Welles / Shutterstock.com52-week range:$105.30 – $197.58YTD price change:Up about 19%Dividend yield:2.1%For our next stock, Texas Instruments, we go from Taiwan to Dallas, Texas. The company focuses on analog chips and embedded processors. With 14 manufacturing sites worldwide, the chip group provides 80,000 products for over 100,000 customers, which mostly come from the consumer electronics, automotive and industrial markets.TXNannouncedQ4 and full-year results in late January.Revenue was $4.08 billion, an increase of 22% YoY.Net income came at $1.69 billion, up 58% YoY.EPS of $1.80 also meant an increase of 61% YoY.Free cash flow during the quarter was $1.9 billion. Analysts concurred that it was a robust quarter for the group.CEO Rich Templeton commented, “Together, our dividends and stock repurchases reflect our continued commitment to return all free cash flow to our owners. TI’s first quarter outlook is for revenue in the range of $3.79 billion to $4.11 billion and earnings per share between $1.44 and $1.66.”In the past year, TXN shares returned over 85%. The stock’s forward P/E and P/S ratios are 30.03 and 12.71 respectively. Buy-and-hold investors could consider an investment around $180 or below. During April, the shares should be under the radar.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":878830360,"gmtCreate":1637163707568,"gmtModify":1637163707621,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ALPP\">$Alpine 4 Holdings Inc.(ALPP)$</a>Should’ve soldthis piece of junk!!","listText":"<a href=\"https://laohu8.com/S/ALPP\">$Alpine 4 Holdings Inc.(ALPP)$</a>Should’ve soldthis piece of junk!!","text":"$Alpine 4 Holdings Inc.(ALPP)$Should’ve soldthis piece of junk!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878830360","isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878831045,"gmtCreate":1637163883657,"gmtModify":1637163883657,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ABML\">$American Battery Metals Corporation(ABML)$</a>C’mon! Recycle more battery, the world need a company like yours!!","listText":"<a href=\"https://laohu8.com/S/ABML\">$American Battery Metals Corporation(ABML)$</a>C’mon! Recycle more battery, the world need a company like yours!!","text":"$American Battery Metals Corporation(ABML)$C’mon! Recycle more battery, the world need a company like yours!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878831045","isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878839485,"gmtCreate":1637163828051,"gmtModify":1637163828051,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SIRC\">$Solar Integrated Roofing Corporation(SIRC)$</a>I can see the ☀️ I can see the ☀️with ❤️ but when can my stock&nbsp;fall in ❤️ with 💵💵","listText":"<a href=\"https://laohu8.com/S/SIRC\">$Solar Integrated Roofing Corporation(SIRC)$</a>I can see the ☀️ I can see the ☀️with ❤️ but when can my stock&nbsp;fall in ❤️ with 💵💵","text":"$Solar Integrated Roofing Corporation(SIRC)$I can see the ☀️ I can see the ☀️with ❤️ but when can my stock fall in ❤️ with 💵💵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878839485","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178490178,"gmtCreate":1626830397794,"gmtModify":1631891646343,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>Is a fine example of how long a stock can keep dropping. Been dropping for 2 months and there is no end in sight. Up 1% a day the next day drop 3%, say what got 800 over warehouse and bought over&nbsp;other logistics company. Sorry, I really don’t understand a growth company like JD has this kind of performance&nbsp;🤷🏻🤷🏻&nbsp;","listText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>Is a fine example of how long a stock can keep dropping. Been dropping for 2 months and there is no end in sight. Up 1% a day the next day drop 3%, say what got 800 over warehouse and bought over&nbsp;other logistics company. Sorry, I really don’t understand a growth company like JD has this kind of performance&nbsp;🤷🏻🤷🏻&nbsp;","text":"$JD LOGISTICS(02618)$Is a fine example of how long a stock can keep dropping. Been dropping for 2 months and there is no end in sight. Up 1% a day the next day drop 3%, say what got 800 over warehouse and bought over other logistics company. Sorry, I really don’t understand a growth company like JD has this kind of performance 🤷🏻🤷🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178490178","isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143422230,"gmtCreate":1625811379420,"gmtModify":1631884870511,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"While the rest of Asia is up..","listText":"While the rest of Asia is up..","text":"While the rest of Asia is up..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143422230","repostId":"2150732774","repostType":4,"repost":{"id":"2150732774","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1625806504,"share":"https://www.laohu8.com/m/news/2150732774?lang=&edition=full","pubTime":"2021-07-09 12:55","market":"hk","language":"en","title":"China stocks fall after inflation data; Hong Kong up","url":"https://stock-news.laohu8.com/highlight/detail?id=2150732774","media":"Reuters","summary":"* SSEC -0.7%, CSI300 -1.1%, HSI 0.7%\n* HK->Shanghai Connect daily quota used 0.7%, Shanghai->HK dail","content":"<p>* SSEC -0.7%, CSI300 -1.1%, HSI 0.7%</p>\n<p>* HK-&gt;Shanghai Connect daily quota used 0.7%, Shanghai-&gt;HK daily quota used 1.2%</p>\n<p>* FTSE China A50 -1.2%</p>\n<p>SHANGHAI, July 9 (Reuters) - China stocks fell on Friday, and are on track to post a weekly loss, as data showed the country's annual factory gate inflation remained uncomfortably high and underlined growing strains on the economy.</p>\n<p>** The CSI300 index fell 1.1% to 5,034.76 points at the end of the morning session, while the Shanghai Composite Index dipped 0.7% to 3,501.16 points.</p>\n<p>** Shenzhen's start-up board ChiNext shed 1.2%, while Shanghai's tech-focused STAR50 index lost 2.5%.</p>\n<p>** For the week, CSI300 declined 0.9%, while SSEC lost 0.5%.</p>\n<p>** China's factory gate inflation eased in June, but the annual rate stayed high. The persistently high inflationary pressures in the industrial sector prompted China's cabinet this week to flag potential policy easing measures, mainly to support smaller firms.</p>\n<p>** Investors should pay close attention to potential risks as the market now faces changes, including risks from some of China's real estate debts and the U.S. Fed's taper talk, Huaan Securities said in a note.</p>\n<p>** The brokerage recommended sectors with robust earnings growth in the first half, including semiconductor, new energy vehicles-related firms and sectors with low valuations.</p>\n<p>** In Hong Kong, the Hang Seng index added 0.7% at 27,330.71 points, while the Hong Kong China Enterprises Index&nbsp;gained 0.3% at 9,853.95.</p>\n<p>** The Hang Seng tech index&nbsp;slumped as much as 2.3% to a nine-month low before reversing course as investors hunted for bargains following a recent sharp correction.</p>\n<p>** China's securities regulator is setting up a team to review plans by Chinese companies for initial public offerings (IPOs) abroad, sources with knowledge of the matter said, including those using a corporate structure, which Beijing says has led to abuse.</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>China stocks fall after inflation data; Hong Kong up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina stocks fall after inflation data; Hong Kong up\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-09 12:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* SSEC -0.7%, CSI300 -1.1%, HSI 0.7%</p>\n<p>* HK-&gt;Shanghai Connect daily quota used 0.7%, Shanghai-&gt;HK daily quota used 1.2%</p>\n<p>* FTSE China A50 -1.2%</p>\n<p>SHANGHAI, July 9 (Reuters) - China stocks fell on Friday, and are on track to post a weekly loss, as data showed the country's annual factory gate inflation remained uncomfortably high and underlined growing strains on the economy.</p>\n<p>** The CSI300 index fell 1.1% to 5,034.76 points at the end of the morning session, while the Shanghai Composite Index dipped 0.7% to 3,501.16 points.</p>\n<p>** Shenzhen's start-up board ChiNext shed 1.2%, while Shanghai's tech-focused STAR50 index lost 2.5%.</p>\n<p>** For the week, CSI300 declined 0.9%, while SSEC lost 0.5%.</p>\n<p>** China's factory gate inflation eased in June, but the annual rate stayed high. The persistently high inflationary pressures in the industrial sector prompted China's cabinet this week to flag potential policy easing measures, mainly to support smaller firms.</p>\n<p>** Investors should pay close attention to potential risks as the market now faces changes, including risks from some of China's real estate debts and the U.S. Fed's taper talk, Huaan Securities said in a note.</p>\n<p>** The brokerage recommended sectors with robust earnings growth in the first half, including semiconductor, new energy vehicles-related firms and sectors with low valuations.</p>\n<p>** In Hong Kong, the Hang Seng index added 0.7% at 27,330.71 points, while the Hong Kong China Enterprises Index&nbsp;gained 0.3% at 9,853.95.</p>\n<p>** The Hang Seng tech index&nbsp;slumped as much as 2.3% to a nine-month low before reversing course as investors hunted for bargains following a recent sharp correction.</p>\n<p>** China's securities regulator is setting up a team to review plans by Chinese companies for initial public offerings (IPOs) abroad, sources with knowledge of the matter said, including those using a corporate structure, which Beijing says has led to abuse.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAAS":"中汽系统"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150732774","content_text":"* SSEC -0.7%, CSI300 -1.1%, HSI 0.7%\n* HK->Shanghai Connect daily quota used 0.7%, Shanghai->HK daily quota used 1.2%\n* FTSE China A50 -1.2%\nSHANGHAI, July 9 (Reuters) - China stocks fell on Friday, and are on track to post a weekly loss, as data showed the country's annual factory gate inflation remained uncomfortably high and underlined growing strains on the economy.\n** The CSI300 index fell 1.1% to 5,034.76 points at the end of the morning session, while the Shanghai Composite Index dipped 0.7% to 3,501.16 points.\n** Shenzhen's start-up board ChiNext shed 1.2%, while Shanghai's tech-focused STAR50 index lost 2.5%.\n** For the week, CSI300 declined 0.9%, while SSEC lost 0.5%.\n** China's factory gate inflation eased in June, but the annual rate stayed high. The persistently high inflationary pressures in the industrial sector prompted China's cabinet this week to flag potential policy easing measures, mainly to support smaller firms.\n** Investors should pay close attention to potential risks as the market now faces changes, including risks from some of China's real estate debts and the U.S. Fed's taper talk, Huaan Securities said in a note.\n** The brokerage recommended sectors with robust earnings growth in the first half, including semiconductor, new energy vehicles-related firms and sectors with low valuations.\n** In Hong Kong, the Hang Seng index added 0.7% at 27,330.71 points, while the Hong Kong China Enterprises Index gained 0.3% at 9,853.95.\n** The Hang Seng tech index slumped as much as 2.3% to a nine-month low before reversing course as investors hunted for bargains following a recent sharp correction.\n** China's securities regulator is setting up a team to review plans by Chinese companies for initial public offerings (IPOs) abroad, sources with knowledge of the matter said, including those using a corporate structure, which Beijing says has led to abuse.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149830423,"gmtCreate":1625713237962,"gmtModify":1631891646366,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>Is a piece of 💩","listText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>Is a piece of 💩","text":"$JD LOGISTICS(02618)$Is a piece of 💩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/149830423","isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":878898935,"gmtCreate":1637163428612,"gmtModify":1637165885904,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HMBL\">$HUMBL Inc.(HMBL)$</a>This stock is too humble until the price is humble too.😄😄","listText":"<a href=\"https://laohu8.com/S/HMBL\">$HUMBL Inc.(HMBL)$</a>This stock is too humble until the price is humble too.😄😄","text":"$HUMBL Inc.(HMBL)$This stock is too humble until the price is humble too.😄😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878898935","isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170962178,"gmtCreate":1626400170494,"gmtModify":1631891646345,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>and it keeps dropping dropping and dropping. What’s new?🤷🏻","listText":"<a href=\"https://laohu8.com/S/02618\">$JD LOGISTICS(02618)$</a>and it keeps dropping dropping and dropping. What’s new?🤷🏻","text":"$JD LOGISTICS(02618)$and it keeps dropping dropping and dropping. What’s new?🤷🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170962178","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141547730,"gmtCreate":1625882754620,"gmtModify":1631891646349,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"This is all the stocks&nbsp;that I would buy on a dip. Exponential growth in the near future!","listText":"This is all the stocks&nbsp;that I would buy on a dip. Exponential growth in the near future!","text":"This is all the stocks that I would buy on a dip. Exponential growth in the near future!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141547730","repostId":"2150370120","repostType":4,"repost":{"id":"2150370120","pubTimestamp":1625879410,"share":"https://www.laohu8.com/m/news/2150370120?lang=&edition=full","pubTime":"2021-07-10 09:10","market":"us","language":"en","title":"Top 10 Cloud Stocks to Buy on the Next Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2150370120","media":"Motley Fool","summary":"How can you capitalize on secular growth trends like digital transformation, artificial intelligence (AI), cybersecurity, analytics, video streaming, work from anywhere, the gig economy, and more? Last time, I covered stocks six through 10 on the list, and today I cover my top five!","content":"<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.</p>\n<p>If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.</p>\n<p>Cloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?</p>\n<p>I'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.</p>\n<p>#10.<b>salesforce.com</b>&nbsp;(NYSE:CRM) is the leader in customer relationship management (CRM). <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiring<b>Slack</b> (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.</p>\n<p>#9.<b>DocuSign</b>(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.</p>\n<p>#8.<b>Twilio</b> (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:</p>\n<ul>\n <li><b>Messaging:</b> You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.</li>\n <li><b>Customer engagement:</b>Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.</li>\n <li><b>Marketing:</b>Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.</li>\n <li><b>Business email services:</b> Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.</li>\n</ul>\n<p>#7<b>The Trade Desk</b> (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. Think<b>Roku</b> (NASDAQ:ROKU), YouTube, part of<b>Alphabet</b> (NASDAQ:GOOGL),<b>Amazon</b> Prime (NASDAQ:AMZN),<b>Disney</b>'s Disney+&nbsp;(NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.</p>\n<p>#6.<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b> (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.</p>\n<p>In case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.&nbsp;</p>\n<p><i>Cloud computing</i> refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.&nbsp;</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?&nbsp;</p>\n<p>#5. <b>Zscaler</b> (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion.&nbsp;</p>\n<p>#4. <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions.&nbsp;</p>\n<p>Datadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with <b>Microsoft</b> (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> to provide real-time monitoring and threat detection across the <b>Salesforce</b> (NASDAQ:DDOG)&nbsp;platform.</p>\n<p>From a product perspective, here are the highlights:</p>\n<ul>\n <li><b>Application performance monitoring (APM) </b>provides visibility into application functionality and health.&nbsp;</li>\n <li><b>Infrastructure monitoring </b>allows businesses to monitor IT infrastructure.</li>\n <li><b>Log management </b>provides visualization and data for any performance problems.</li>\n <li><b>User experience monitoring </b>includes both synthetics and real user monitoring (RUM).</li>\n <li><b>Network performance monitoring </b>allows insights and analysis into network traffic flow from both hybrid and cloud environments.</li>\n <li><b>Incident management and continuous profiler </b>improves workflows.&nbsp;</li>\n <li><b>Security monitoring </b>provides threat detection.</li>\n</ul>\n<p>#3. <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></b> (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform.&nbsp;</p>\n<p>As you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's <b>Berkshire Hathaway</b> (NYSE:BRK.A). Snowflake's clients include <b>Apple</b> (NASDAQ:AAPL), <b>Nike</b> (NYSE:NKE), <b>Mastercard</b> (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list.&nbsp;</p>\n<p>#2. <b>Cloudflare</b>'s (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's <a href=\"https://laohu8.com/S/AONE\">one</a> of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment.&nbsp;</p>\n<p>#1 <b>Crowdstrike</b> (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution.&nbsp;</p>\n<p>Cyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.</p>\n<p>If you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Cloud Stocks to Buy on the Next Dip</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\">\nTop 10 Cloud Stocks to Buy on the Next Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWLO":"Twilio Inc","TTD":"Trade Desk Inc.","CRWD":"CrowdStrike Holdings, Inc.","SNOW":"Snowflake","DDOG":"Datadog","CRM":"赛富时","DOCU":"Docusign","ZS":"Zscaler Inc.","NET":"Cloudflare, Inc.","ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150370120","content_text":"Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.\nIf you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.\nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.\nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?\nI'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.\n#10.salesforce.com (NYSE:CRM) is the leader in customer relationship management (CRM). Salesforce is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiringSlack (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.\n#9.DocuSign(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.\n#8.Twilio (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:\n\nMessaging: You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.\nCustomer engagement:Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.\nMarketing:Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.\nBusiness email services: Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.\n\n#7The Trade Desk (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. ThinkRoku (NASDAQ:ROKU), YouTube, part ofAlphabet (NASDAQ:GOOGL),Amazon Prime (NASDAQ:AMZN),Disney's Disney+ (NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.\n#6.Zoom Video (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.\nIn case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective. \nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines. \nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio? \n#5. Zscaler (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion. \n#4. Datadog (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions. \nDatadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with Microsoft (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with Salesforce to provide real-time monitoring and threat detection across the Salesforce (NASDAQ:DDOG) platform.\nFrom a product perspective, here are the highlights:\n\nApplication performance monitoring (APM) provides visibility into application functionality and health. \nInfrastructure monitoring allows businesses to monitor IT infrastructure.\nLog management provides visualization and data for any performance problems.\nUser experience monitoring includes both synthetics and real user monitoring (RUM).\nNetwork performance monitoring allows insights and analysis into network traffic flow from both hybrid and cloud environments.\nIncident management and continuous profiler improves workflows. \nSecurity monitoring provides threat detection.\n\n#3. Snowflake (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform. \nAs you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's Berkshire Hathaway (NYSE:BRK.A). Snowflake's clients include Apple (NASDAQ:AAPL), Nike (NYSE:NKE), Mastercard (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list. \n#2. Cloudflare's (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's one of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment. \n#1 Crowdstrike (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution. \nCyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.\nIf you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347400219,"gmtCreate":1618506480331,"gmtModify":1631893939028,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"Money moved to Coinbase!","listText":"Money moved to Coinbase!","text":"Money moved to Coinbase!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347400219","repostId":"1118467025","repostType":4,"repost":{"id":"1118467025","pubTimestamp":1618499868,"share":"https://www.laohu8.com/m/news/1118467025?lang=&edition=full","pubTime":"2021-04-15 23:17","market":"us","language":"en","title":"MARA Stock: Why Is Marathon Digital Crashing Despite the Coinbase IPO?","url":"https://stock-news.laohu8.com/highlight/detail?id=1118467025","media":"investorplace","summary":"MARA stock is down more than 15% Wednesday as COIN slumped following its Nasdaq debut.Marathon Digit","content":"<blockquote>MARA stock is down more than 15% Wednesday as COIN slumped following its Nasdaq debut.</blockquote><p>Marathon Digital fell about 7%&nbsp;in Thursday&nbsp;morning  trading.<img src=\"https://static.tigerbbs.com/3046103f1ef518a4b695d47573bc31aa\" tg-width=\"708\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p><p>Anticipation for the<b>Coinbase</b>(NASDAQ:<b><u>COIN</u></b>) IPO (initial public offering) was a bullish support for cryptocurrency equities including<b>Marathon Digital</b>(NASDAQ:<b><u>MARA</u></b>) on Monday and Tuesday. Yet it appears that support has transformed into pressure, with MARA stock down more than 15% Wednesday.</p><p>Opening at $381,COIN surged in early trading&nbsp;Wednesday&nbsp;before entering a decline to a low of $310 and rebounding slightly to end the day down 14%. That declinehurt a number of cryptocurrency playsincluding MARA stock,<b>Riot Blockchain</b>(NASDAQ:<b><u>RIOT</u></b>) and<b>MicroStrategy</b>(NASDAQ:<b><u>MSTR</u></b>), the latter of which are down 15% and 13% respectively.</p><p>Coinbase had a reference price of $250, which helps to explain the downtrend since the open. However, the simple fact that the stock ended the trading day lower than it started certainly put a dampener oncryptocurrency bulls’ exuberance this week.</p><p>Over the past weeks, Marathon Digital has beenoutperforming its sector peers and the wider markets. That might be because MARA stock is highly correlated with the price of<b>Bitcoin</b>(CCC:<b>BTC-USD</b>), as<i>InvestorPlace’s</i>Chris Markoch discussed a few weeks ago.</p><p>Bitcoin is down slightly (1%) in trading Wednesday, but it’s more likely Wednesday’s decline in Marathon Digital is because “speculators [got] ahead of themselves in MARA stock,”in the words of<i>InvestorPlace</i>contributor Ian Bezekon April 2.</p>","source":"lsy1606302653667","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>MARA Stock: Why Is Marathon Digital Crashing Despite the Coinbase IPO?</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\">\nMARA Stock: Why Is Marathon Digital Crashing Despite the Coinbase IPO?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/mara-stock-why-is-marathon-digital-crashing-despite-the-coinbase-ipo/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MARA stock is down more than 15% Wednesday as COIN slumped following its Nasdaq debut.Marathon Digital fell about 7% in Thursday morning  trading.Anticipation for theCoinbase(NASDAQ:COIN) IPO (initial...</p>\n\n<a href=\"https://investorplace.com/2021/04/mara-stock-why-is-marathon-digital-crashing-despite-the-coinbase-ipo/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MARA":"Marathon Digital Holdings Inc"},"source_url":"https://investorplace.com/2021/04/mara-stock-why-is-marathon-digital-crashing-despite-the-coinbase-ipo/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118467025","content_text":"MARA stock is down more than 15% Wednesday as COIN slumped following its Nasdaq debut.Marathon Digital fell about 7% in Thursday morning  trading.Anticipation for theCoinbase(NASDAQ:COIN) IPO (initial public offering) was a bullish support for cryptocurrency equities includingMarathon Digital(NASDAQ:MARA) on Monday and Tuesday. Yet it appears that support has transformed into pressure, with MARA stock down more than 15% Wednesday.Opening at $381,COIN surged in early trading Wednesday before entering a decline to a low of $310 and rebounding slightly to end the day down 14%. That declinehurt a number of cryptocurrency playsincluding MARA stock,Riot Blockchain(NASDAQ:RIOT) andMicroStrategy(NASDAQ:MSTR), the latter of which are down 15% and 13% respectively.Coinbase had a reference price of $250, which helps to explain the downtrend since the open. However, the simple fact that the stock ended the trading day lower than it started certainly put a dampener oncryptocurrency bulls’ exuberance this week.Over the past weeks, Marathon Digital has beenoutperforming its sector peers and the wider markets. That might be because MARA stock is highly correlated with the price ofBitcoin(CCC:BTC-USD), asInvestorPlace’sChris Markoch discussed a few weeks ago.Bitcoin is down slightly (1%) in trading Wednesday, but it’s more likely Wednesday’s decline in Marathon Digital is because “speculators [got] ahead of themselves in MARA stock,”in the words ofInvestorPlacecontributor Ian Bezekon April 2.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341102116,"gmtCreate":1617788662635,"gmtModify":1631893939069,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341102116","repostId":"1155592825","repostType":4,"repost":{"id":"1155592825","pubTimestamp":1617787968,"share":"https://www.laohu8.com/m/news/1155592825?lang=&edition=full","pubTime":"2021-04-07 17:32","market":"us","language":"en","title":"Best Stocks for 2021: Still Charging Up, Don’t Count NIO out Just Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=1155592825","media":"investorplace","summary":"Chinese electric vehicle (EV) makerNio(NYSE:NIO) hasn’t exactly wowed investors thus far in 2021. Do","content":"<p>Chinese electric vehicle (EV) maker<b>Nio</b>(NYSE:<b><u>NIO</u></b>) hasn’t exactly wowed investors thus far in 2021. Down about 18% year-to-date, NIO stock is either an obvious buy on every dip or a too-volatile name that ought to be avoided, depending on who you ask.</p><p><img src=\"https://static.tigerbbs.com/de64ef7424a41df0c883c361220b278d\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: xiaorui / Shutterstock.com</p><p>That said, let’s take a closer look at how the company fared in the first three months of the year.</p><p>Niodelivered just over 20,000 vehicles in the first quarter of 2021, a 423% increase year-over-year.&nbsp; Additionally, 7,257 vehicles delivered in March marked a new monthly record and 373% growth over the same month in 2020.</p><p>The strong sales numbers came despite the companyclosing its Heifei production plant for five daysin late March due to the ongoing semiconductor shortage. The company initially said thatsupply constraint would slightly reduce the number of vehicles deliveredin the first quarter, but ultimately met its initial outlook.</p><p>However, Nio also said itschip shortage is likely to hit production in Q2 of 2020.</p><p>Chip Shortage Hurting EV makers</p><p>The ongoing semiconductor shortage is probably the single biggest story for NIO stock right now, though trade tensions with China are certainly uncomfortably high for investors in foreign stocks. That said, low tariffs and friendly international relations will mean very little to Nio stockholders unless their electric vehicle company is producing electric vehicles.</p><p>Unfortunately for NIO and other automakers,the chip shortage could continue into 2022. And it’scompounded by a foam shortage. This is an issue because automakers use foam in their seats. But that foam is made from oil refinery byproducts, which have been in short supply due to refineries suspending operations.</p><p>Infrastructure Plan for Charging Stations</p><p>Moreover, news thatthe Biden administration is eyeing these supply chain constraintsmight reassure investors, but the biggest benefit from Biden could be his$2.3 billion infrastructure proposal, which includes$174 billion for promoting EVs and EV charging stations. In turn, a big government investment to expand charging networks would dramaticallywiden the market for EVs.</p><p>However, the President isn’t nearly as keen on China as he is on EVs — which is bad news for NIO stock. The ongoing trade war between the two nations saw recent trade talks in the second half of March, which didn’t end particularly well; theU.S. Securities and Exchange Commission decided to go ahead and instate Trump-era measures regarding the auditing and delisting of Chinese stocks.</p><p>With that, the trade war has been a major downer for Chinese companies across the board, but particularly volatile for EV makers. Investor enthusiasm for this sector has surged in the past year, but just because EV bulls were right doesn’t mean NIO bulls will be.</p><p>Overall, electric vehicles are here to stay. But it’s anybody’s guess which specific companies will be around in six months, let alone the automaking juggernauts of tomorrow.</p><p>Bottom Line on NIO Stock</p><p>I’m not suggesting NIO stock is poised to crash any time soon, but investors should be aware that the entire sector is quite frothy right now. Gains are outsized, but so too are losses. It makes sense that big headlines regarding the chip shortage and the trade war have seriously impacted NIO stock.</p><p>When Nio reported Q4 and full-year 2020 earnings on March 1, an earnings miss was offset by arevenue beat and strong delivery numbers. Majorgrowth in vehicle marginswas a clear highlight pointing towards increased profitability for the company.</p><p>Also, Nio recentlyfiled paperwork to list on the Hong Kong exchanges, which will broaden its ability to raise capital. And the company has recentlyregistered a trademark for a new model of car, which should excite investors and customers alike.</p><p>So, while there may be some negativity surrounding NIO stock, the EV company looks like it could make a comeback as we move further into 2021.</p>","source":"lsy1606302653667","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>Best Stocks for 2021: Still Charging Up, Don’t Count NIO out Just Yet</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\">\nBest Stocks for 2021: Still Charging Up, Don’t Count NIO out Just Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-07 17:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/best-stocks-for-2021-still-charging-up-dont-count-nio-out-just-yet/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese electric vehicle (EV) makerNio(NYSE:NIO) hasn’t exactly wowed investors thus far in 2021. Down about 18% year-to-date, NIO stock is either an obvious buy on every dip or a too-volatile name ...</p>\n\n<a href=\"https://investorplace.com/2021/04/best-stocks-for-2021-still-charging-up-dont-count-nio-out-just-yet/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2021/04/best-stocks-for-2021-still-charging-up-dont-count-nio-out-just-yet/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155592825","content_text":"Chinese electric vehicle (EV) makerNio(NYSE:NIO) hasn’t exactly wowed investors thus far in 2021. Down about 18% year-to-date, NIO stock is either an obvious buy on every dip or a too-volatile name that ought to be avoided, depending on who you ask.Source: xiaorui / Shutterstock.comThat said, let’s take a closer look at how the company fared in the first three months of the year.Niodelivered just over 20,000 vehicles in the first quarter of 2021, a 423% increase year-over-year.  Additionally, 7,257 vehicles delivered in March marked a new monthly record and 373% growth over the same month in 2020.The strong sales numbers came despite the companyclosing its Heifei production plant for five daysin late March due to the ongoing semiconductor shortage. The company initially said thatsupply constraint would slightly reduce the number of vehicles deliveredin the first quarter, but ultimately met its initial outlook.However, Nio also said itschip shortage is likely to hit production in Q2 of 2020.Chip Shortage Hurting EV makersThe ongoing semiconductor shortage is probably the single biggest story for NIO stock right now, though trade tensions with China are certainly uncomfortably high for investors in foreign stocks. That said, low tariffs and friendly international relations will mean very little to Nio stockholders unless their electric vehicle company is producing electric vehicles.Unfortunately for NIO and other automakers,the chip shortage could continue into 2022. And it’scompounded by a foam shortage. This is an issue because automakers use foam in their seats. But that foam is made from oil refinery byproducts, which have been in short supply due to refineries suspending operations.Infrastructure Plan for Charging StationsMoreover, news thatthe Biden administration is eyeing these supply chain constraintsmight reassure investors, but the biggest benefit from Biden could be his$2.3 billion infrastructure proposal, which includes$174 billion for promoting EVs and EV charging stations. In turn, a big government investment to expand charging networks would dramaticallywiden the market for EVs.However, the President isn’t nearly as keen on China as he is on EVs — which is bad news for NIO stock. The ongoing trade war between the two nations saw recent trade talks in the second half of March, which didn’t end particularly well; theU.S. Securities and Exchange Commission decided to go ahead and instate Trump-era measures regarding the auditing and delisting of Chinese stocks.With that, the trade war has been a major downer for Chinese companies across the board, but particularly volatile for EV makers. Investor enthusiasm for this sector has surged in the past year, but just because EV bulls were right doesn’t mean NIO bulls will be.Overall, electric vehicles are here to stay. But it’s anybody’s guess which specific companies will be around in six months, let alone the automaking juggernauts of tomorrow.Bottom Line on NIO StockI’m not suggesting NIO stock is poised to crash any time soon, but investors should be aware that the entire sector is quite frothy right now. Gains are outsized, but so too are losses. It makes sense that big headlines regarding the chip shortage and the trade war have seriously impacted NIO stock.When Nio reported Q4 and full-year 2020 earnings on March 1, an earnings miss was offset by arevenue beat and strong delivery numbers. Majorgrowth in vehicle marginswas a clear highlight pointing towards increased profitability for the company.Also, Nio recentlyfiled paperwork to list on the Hong Kong exchanges, which will broaden its ability to raise capital. And the company has recentlyregistered a trademark for a new model of car, which should excite investors and customers alike.So, while there may be some negativity surrounding NIO stock, the EV company looks like it could make a comeback as we move further into 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361279783,"gmtCreate":1614243237342,"gmtModify":1631889053261,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPSH\">$CPS Technologies Corp(CPSH)$</a>long","listText":"<a href=\"https://laohu8.com/S/CPSH\">$CPS Technologies Corp(CPSH)$</a>long","text":"$CPS Technologies Corp(CPSH)$long","images":[{"img":"https://static.tigerbbs.com/0297a4e416f1be1f4fde32eb10d2b498","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361279783","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":878472496,"gmtCreate":1637227185705,"gmtModify":1637227185793,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>Time to short this ugly asf ev car! Zero car produced but market cap third biggest in the industry! What a joke!","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>Time to short this ugly asf ev car! Zero car produced but market cap third biggest in the industry! What a joke!","text":"$Rivian Automotive, Inc.(RIVN)$Time to short this ugly asf ev car! Zero car produced but market cap third biggest in the industry! What a joke!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878472496","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878208489,"gmtCreate":1637194282998,"gmtModify":1637200025685,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/STNE\">$StoneCo(STNE)$</a>https://investorplace.com/2021/11/stne-stock-why-the-buffett-backed-fintech-stoneco-is-getting-slammed-today/","listText":"<a href=\"https://laohu8.com/S/STNE\">$StoneCo(STNE)$</a>https://investorplace.com/2021/11/stne-stock-why-the-buffett-backed-fintech-stoneco-is-getting-slammed-today/","text":"$StoneCo(STNE)$https://investorplace.com/2021/11/stne-stock-why-the-buffett-backed-fintech-stoneco-is-getting-slammed-today/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878208489","isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347400628,"gmtCreate":1618506428464,"gmtModify":1631893939041,"author":{"id":"3562802595382226","authorId":"3562802595382226","authorIdStr":"3562802595382226","name":"RktCapital","avatar":"https://static.tigerbbs.com/34b04fc66dba6961953214e2a99d127b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562802595382226"},"themes":[],"htmlText":"No, it’s fair valued.","listText":"No, it’s fair valued.","text":"No, it’s fair valued.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/347400628","repostId":"1181372898","repostType":4,"repost":{"id":"1181372898","pubTimestamp":1618501265,"share":"https://www.laohu8.com/m/news/1181372898?lang=&edition=full","pubTime":"2021-04-15 23:41","market":"us","language":"en","title":"Is Palantir Actually Overvalued?","url":"https://stock-news.laohu8.com/highlight/detail?id=1181372898","media":"seekingalpha","summary":"(April 15) Palantir fell nearlr 3% in Thursday morning  trading.SummaryPalantir looks very expensive","content":"<p>(April 15)&nbsp;Palantir fell nearlr 3%&nbsp;in Thursday&nbsp;morning  trading.</p><p><img src=\"https://static.tigerbbs.com/48094c753cf8466f8f6f524a7349fba1\" tg-width=\"658\" tg-height=\"395\"></p><p><b>Summary</b></p><ul><li>Palantir looks very expensive at first sight. But could that be justified?</li><li>The company looks a lot stronger than many other hyped-up growth stocks when it comes to margins, market positioning, etc.</li><li>We showcase ways to enter a position in Palantir at a more attractive price.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/534db15a589a6170b395a97ae7d469e8\" tg-width=\"768\" tg-height=\"418\" referrerpolicy=\"no-referrer\"><span>Photo by wildpixel/iStock via Getty Images</span></p><p><b>Article Thesis</b></p><p>Palantir (PLTR), at 150 times this year's expected earnings, looks very expensive. But when we take a closer look, the price might be justified, as Palantir has a compelling ultra-long-term growth outlook due to a strong position in an absolute growth market. Despite a seemingly very high valuation, Palantir's shares could be a solid long-term investment.</p><p><b>Palantir Is Not A Typical Stock I Like</b></p><p>In general, I am mostly focused on dividend-paying stocks that trade at reasonable or cheap valuations, with some \"growth at a reasonable price\" (GARP) added in. Stocks trading at 100 times forward earnings, or even higher than that, are not at all typical of what I like to write about, and what I personally invest in. I have been quite critical of many stocks that trade at what I believe are too-high valuations. Nevertheless, I see Palantir as a stock that has a lot of potential in the long run, and that seems worthy of consideration, despite a seemingly very high valuation.</p><p>The reasoning for why I like Palantir, despite it trading at a quite high valuation, rests on three main pillars:</p><p><b>1. Palantir is active in an absolute growth market that will grow for decades</b></p><p>Big data, data analysis, and artificial intelligence are not short-term trends that will play out in a couple of years, but rather megatrends that will most likely become ever more important. 20 years from now, 30 years from now, and likely even farther in the future, big data and artificial intelligence will still be growth markets.</p><p><b>2. Palantir has a very clear industry leadership position</b></p><p>Many hyped-up growth companies are active in a highly fought-over market, oftentimes there is no clear, large moat for first-movers and current market leaders. I believe that in Palantir's case, that is not true. The company has developed a wide range of products and offerings for customers that are very unique, and where competition is not looking like a major concern. On top of that, Palantir has established very strong connections with government agencies and the military, which will be hard to replicate for eventual competitors. This does, I believe, result in a high likelihood that Palantir will not only be the leading player in the near term, but that it will retain this position for a long time. I personally am not so sure about the future leadership position of other current hyped-up leaders, including Tesla (TSLA) in EVs, Beyond Meat (BYND) in plant-based meat alternatives, etc.</p><p><b>3. The industry Palantir is active in has great characteristics</b></p><p>Big data and artificial intelligence are not only absolute growth markets, they also, as part of the software/service tech industry, offer a range of highly compelling characteristics. First, the software industry has, on average, very high gross and operating margins. This is, at least partially, the result of relatively low proportional costs, as there is no expensive manufacturing infrastructure needed.High gross margins&nbsp;are one of the common traits shared by companies that are able to deliver strong long-term share price gains.</p><p>The software industry is also capital extensive, which means that free cash flows, on average, are relatively high. There is no need to build out a lot of expensive infrastructure such as manufacturing plants, which translates into attractive free cash generation that can be used for tuck-in acquisitions, debt reduction, etc.</p><p>Third, the software industry overall is not cyclical. As software is an essential part of our daily lives and of doing business, customers don't scale back their use of software during a recession or any other type of crisis. In Palantir's case, where government agencies are a major customer, resilience is even stronger. Compared to many other growth industries, including EVs, renewable energy, etc. these very attractive traits are very pronounced for software companies, including Palantir. As an example of the attractiveness of Palantir's business mode, let's look at its gross margins versus those of other hyped growth stocks:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd5c147cb9babf998cfd35649f4cad22\" tg-width=\"635\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p>Clearly, Palantir is in a class of its own compared to Tesla, Beyond Meat, Peloton (PTON), or Canadian Solar (CSIQ) (as a stand-in for most solar and renewable stocks).</p><p><b>Palantir's Valuation - How High Is It?</b></p><p>Looking at current earnings per share estimates for this year, which stand at $0.16, Palantir is trading for around 150 times this year's earnings. That is, of course, an extremely high valuation in absolute terms.</p><p>However, it should be considered that Palantir is just beginning to generate positive net profits. Shortly after breaking even, net profits can't be expected to be very high yet. But due to two key reasons, Palantir's earnings should grow meaningfully in coming years. First, the nature of the market the company is active in will allow for strong revenue growth going forward. On top of that, thanks to the fact that Palantir generates very high gross margins, each additional dollar of revenue that the company generates in the future should help a lot in improving profitability. When a company like Palantir adds $1 billion in additional sales, that will do a lot more for its bottom line compared to most other companies, that won't see profits grow as much due to lower margins.</p><p>Analysts are thus, not surprisingly, forecasting strong earnings per share growth over the next two years:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4a7db46186418a049678d1ecf17ff30\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p>Whereas Palantir trades for around 150 times this year's earnings, the stock trades for 118 times 2022's earnings, and for 97 times 2023's earnings. Those aren't low valuations at all, but it can make sense to look at how companies such as Netflix (NFLX) or Amazon (AMZN) were valued in their younger days.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c82732cfdc04638279f1d9e77e9c1e4\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p>Not too long ago, these companies were trading for 200-300 times net profits, despite having reached a much larger size already. Palantir, with stronger gross margins and a smaller size, is not trading for 200 or even 300 times net earnings. Since we all know that buying Amazon or Netflix five years ago was a great decision, Palantir's current valuation may indeed not be unreasonable.</p><p>When we assume that current estimates for 2023's net earnings are correct, and that Palantir will be able to grow its earnings per share by 25% a year through the 2020s, then net earnings would total $1.23 in 2030. Put a 35 times earnings multiple on that, and shares would be valued at $43, which would lead to annual returns of ~6%.</p><p>A 35 times earnings multiple may be on the conservative side still - after all, even a giant such as Amazon is trading at 72 times earnings today. Palantir may also be able to grow its earnings per share at a higher pace than 25% a year during the 2020s. Lastly, Palantir may be way more profitable in 2023 compared to what analysts are forecasting right now (after all, the company has&nbsp;easily beaten estimates&nbsp;in the past), which would lead to higher EPS in 2030 as well, assuming an unchanged growth rate. In a more bullish scenario, where Palantir earns $0.30 in 2023, grows its EPS by 30% a year through 2030 and trades at 40 times net earnings in 2030, the stock could be worth $75 nine years from now, delivering 200% in that scenario. I'm not saying that this will happen - no one can know that right now. But I believe that, with reasonable assumptions, it can be argued that Palantir's shares may not be all that overpriced right now.</p><p><b>How To Get Into Palantir At A Lower Price</b></p><p>For those that like the company, but that deem shares a little too expensive, selling covered calls or cash-secured puts could be an interesting choice. Due to a high implied volatility, option premiums are quite high. If you buy 100 shares at $25 and sell a $30 call with expiry in June 2022 at $6.30, you effectively entered a position at $18.70, or a 25% discount to the current price. There is a risk of shares getting called away, but even in that scenario, one would still generate a return of 45% ($36.30/$25) in 14 months, which would not at all be unattractive.</p><p>Similarly, entering a position via cash-secured puts (e.g. Jan 2022 puts with a strike price selling for$3.00right now) could be a way to get a sizeable discount versus the current share price.</p><p><b>Takeaway</b></p><p>At first sight, Palantir looks quite expensive, trading for around 150 times net earnings. But when we take a closer look, the above-average quality, strong growth outlook, and great market position, Palantir may well be worth its current price. I see it as one of the most favorable among the hyped-up growth stocks - which I see as overvalued in most cases - and believe that investors who buy Palantir's shares right here may very well do fine in the long run. I still believe that utilizing option strategies to enter a position at a lower effective price could be a good idea though, as this is highly rewarding thanks to very high option premiums.</p><p>Palantir looks quite expensive but unlike many other hyped-up names, it could be worth its current valuation, I believe. I believe that the stock is interesting for very long-term oriented investors that want to see Palantir's potential play out over the next decades.</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>Is Palantir Actually Overvalued?</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\">\nIs Palantir Actually Overvalued?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 23:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4419080-is-palantir-actually-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(April 15) Palantir fell nearlr 3% in Thursday morning  trading.SummaryPalantir looks very expensive at first sight. But could that be justified?The company looks a lot stronger than many other hyped-...</p>\n\n<a href=\"https://seekingalpha.com/article/4419080-is-palantir-actually-overvalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4419080-is-palantir-actually-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1181372898","content_text":"(April 15) Palantir fell nearlr 3% in Thursday morning  trading.SummaryPalantir looks very expensive at first sight. But could that be justified?The company looks a lot stronger than many other hyped-up growth stocks when it comes to margins, market positioning, etc.We showcase ways to enter a position in Palantir at a more attractive price.Photo by wildpixel/iStock via Getty ImagesArticle ThesisPalantir (PLTR), at 150 times this year's expected earnings, looks very expensive. But when we take a closer look, the price might be justified, as Palantir has a compelling ultra-long-term growth outlook due to a strong position in an absolute growth market. Despite a seemingly very high valuation, Palantir's shares could be a solid long-term investment.Palantir Is Not A Typical Stock I LikeIn general, I am mostly focused on dividend-paying stocks that trade at reasonable or cheap valuations, with some \"growth at a reasonable price\" (GARP) added in. Stocks trading at 100 times forward earnings, or even higher than that, are not at all typical of what I like to write about, and what I personally invest in. I have been quite critical of many stocks that trade at what I believe are too-high valuations. Nevertheless, I see Palantir as a stock that has a lot of potential in the long run, and that seems worthy of consideration, despite a seemingly very high valuation.The reasoning for why I like Palantir, despite it trading at a quite high valuation, rests on three main pillars:1. Palantir is active in an absolute growth market that will grow for decadesBig data, data analysis, and artificial intelligence are not short-term trends that will play out in a couple of years, but rather megatrends that will most likely become ever more important. 20 years from now, 30 years from now, and likely even farther in the future, big data and artificial intelligence will still be growth markets.2. Palantir has a very clear industry leadership positionMany hyped-up growth companies are active in a highly fought-over market, oftentimes there is no clear, large moat for first-movers and current market leaders. I believe that in Palantir's case, that is not true. The company has developed a wide range of products and offerings for customers that are very unique, and where competition is not looking like a major concern. On top of that, Palantir has established very strong connections with government agencies and the military, which will be hard to replicate for eventual competitors. This does, I believe, result in a high likelihood that Palantir will not only be the leading player in the near term, but that it will retain this position for a long time. I personally am not so sure about the future leadership position of other current hyped-up leaders, including Tesla (TSLA) in EVs, Beyond Meat (BYND) in plant-based meat alternatives, etc.3. The industry Palantir is active in has great characteristicsBig data and artificial intelligence are not only absolute growth markets, they also, as part of the software/service tech industry, offer a range of highly compelling characteristics. First, the software industry has, on average, very high gross and operating margins. This is, at least partially, the result of relatively low proportional costs, as there is no expensive manufacturing infrastructure needed.High gross margins are one of the common traits shared by companies that are able to deliver strong long-term share price gains.The software industry is also capital extensive, which means that free cash flows, on average, are relatively high. There is no need to build out a lot of expensive infrastructure such as manufacturing plants, which translates into attractive free cash generation that can be used for tuck-in acquisitions, debt reduction, etc.Third, the software industry overall is not cyclical. As software is an essential part of our daily lives and of doing business, customers don't scale back their use of software during a recession or any other type of crisis. In Palantir's case, where government agencies are a major customer, resilience is even stronger. Compared to many other growth industries, including EVs, renewable energy, etc. these very attractive traits are very pronounced for software companies, including Palantir. As an example of the attractiveness of Palantir's business mode, let's look at its gross margins versus those of other hyped growth stocks:Data by YChartsClearly, Palantir is in a class of its own compared to Tesla, Beyond Meat, Peloton (PTON), or Canadian Solar (CSIQ) (as a stand-in for most solar and renewable stocks).Palantir's Valuation - How High Is It?Looking at current earnings per share estimates for this year, which stand at $0.16, Palantir is trading for around 150 times this year's earnings. That is, of course, an extremely high valuation in absolute terms.However, it should be considered that Palantir is just beginning to generate positive net profits. Shortly after breaking even, net profits can't be expected to be very high yet. But due to two key reasons, Palantir's earnings should grow meaningfully in coming years. First, the nature of the market the company is active in will allow for strong revenue growth going forward. On top of that, thanks to the fact that Palantir generates very high gross margins, each additional dollar of revenue that the company generates in the future should help a lot in improving profitability. When a company like Palantir adds $1 billion in additional sales, that will do a lot more for its bottom line compared to most other companies, that won't see profits grow as much due to lower margins.Analysts are thus, not surprisingly, forecasting strong earnings per share growth over the next two years:Data by YChartsWhereas Palantir trades for around 150 times this year's earnings, the stock trades for 118 times 2022's earnings, and for 97 times 2023's earnings. Those aren't low valuations at all, but it can make sense to look at how companies such as Netflix (NFLX) or Amazon (AMZN) were valued in their younger days.Data by YChartsNot too long ago, these companies were trading for 200-300 times net profits, despite having reached a much larger size already. Palantir, with stronger gross margins and a smaller size, is not trading for 200 or even 300 times net earnings. Since we all know that buying Amazon or Netflix five years ago was a great decision, Palantir's current valuation may indeed not be unreasonable.When we assume that current estimates for 2023's net earnings are correct, and that Palantir will be able to grow its earnings per share by 25% a year through the 2020s, then net earnings would total $1.23 in 2030. Put a 35 times earnings multiple on that, and shares would be valued at $43, which would lead to annual returns of ~6%.A 35 times earnings multiple may be on the conservative side still - after all, even a giant such as Amazon is trading at 72 times earnings today. Palantir may also be able to grow its earnings per share at a higher pace than 25% a year during the 2020s. Lastly, Palantir may be way more profitable in 2023 compared to what analysts are forecasting right now (after all, the company has easily beaten estimates in the past), which would lead to higher EPS in 2030 as well, assuming an unchanged growth rate. In a more bullish scenario, where Palantir earns $0.30 in 2023, grows its EPS by 30% a year through 2030 and trades at 40 times net earnings in 2030, the stock could be worth $75 nine years from now, delivering 200% in that scenario. I'm not saying that this will happen - no one can know that right now. But I believe that, with reasonable assumptions, it can be argued that Palantir's shares may not be all that overpriced right now.How To Get Into Palantir At A Lower PriceFor those that like the company, but that deem shares a little too expensive, selling covered calls or cash-secured puts could be an interesting choice. Due to a high implied volatility, option premiums are quite high. If you buy 100 shares at $25 and sell a $30 call with expiry in June 2022 at $6.30, you effectively entered a position at $18.70, or a 25% discount to the current price. There is a risk of shares getting called away, but even in that scenario, one would still generate a return of 45% ($36.30/$25) in 14 months, which would not at all be unattractive.Similarly, entering a position via cash-secured puts (e.g. Jan 2022 puts with a strike price selling for$3.00right now) could be a way to get a sizeable discount versus the current share price.TakeawayAt first sight, Palantir looks quite expensive, trading for around 150 times net earnings. But when we take a closer look, the above-average quality, strong growth outlook, and great market position, Palantir may well be worth its current price. I see it as one of the most favorable among the hyped-up growth stocks - which I see as overvalued in most cases - and believe that investors who buy Palantir's shares right here may very well do fine in the long run. I still believe that utilizing option strategies to enter a position at a lower effective price could be a good idea though, as this is highly rewarding thanks to very high option premiums.Palantir looks quite expensive but unlike many other hyped-up names, it could be worth its current valuation, I believe. I believe that the stock is interesting for very long-term oriented investors that want to see Palantir's potential play out over the next decades.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}