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Vince191
2021-08-20
Hopefully
抱歉,原内容已删除
Vince191
2021-08-09
$Missfresh Limited(MF)$
Such a fraud and scam stock
Vince191
2021-07-06
Wow
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Vince191
2021-06-29
Go go
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Vince191
2021-06-26
Looks good. Aapl
Is Apple A Better Buy Than Other FAANG Stocks?
Vince191
2021-06-23
Go go
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Vince191
2021-06-22
Scary
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Vince191
2021-06-20
$XPeng Inc.(XPEV)$
all in! Pls comment tks
Vince191
2021-06-16
$XPeng Inc.(XPEV)$
to the moon 😂
Vince191
2021-06-15
$JD.com(JD)$
pls comment and like
Vince191
2021-06-13
$JD.com(JD)$
pls like and comment . Tks
Vince191
2021-06-12
Pls comment tks
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Vince191
2021-06-11
$Wal-Mart(WMT)$
for sharing
Vince191
2021-06-09
$Wal-Mart(WMT)$
for sharing
Vince191
2021-06-07
$JD.com(JD)$
for sharing
Vince191
2021-06-01
Omg
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Vince191
2021-05-31
$Qorvo(QRVO)$
for sharing
Vince191
2021-05-27
$Amazon.com(AMZN)$
for sharing
Vince191
2021-05-26
$Qorvo(QRVO)$
for sharing
Vince191
2021-05-23
$Amazon.com(AMZN)$
sigh..
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","listText":"Hopefully ","text":"Hopefully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836083074","repostId":"1171387822","repostType":4,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898712504,"gmtCreate":1628521597608,"gmtModify":1631885808512,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831131847990","authorIdStr":"3567831131847990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MF\">$Missfresh Limited(MF)$</a>Such a fraud and scam stock","listText":"<a href=\"https://laohu8.com/S/MF\">$Missfresh Limited(MF)$</a>Such a fraud and scam stock","text":"$Missfresh Limited(MF)$Such a fraud and scam stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898712504","isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157378079,"gmtCreate":1625569379191,"gmtModify":1631888800048,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831131847990","authorIdStr":"3567831131847990"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157378079","repostId":"1153955441","repostType":4,"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159885877,"gmtCreate":1624955820099,"gmtModify":1631888800050,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831131847990","authorIdStr":"3567831131847990"},"themes":[],"htmlText":"Go go","listText":"Go go","text":"Go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/159885877","repostId":"1122223844","repostType":4,"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125757215,"gmtCreate":1624698655737,"gmtModify":1631888800055,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831131847990","authorIdStr":"3567831131847990"},"themes":[],"htmlText":"Looks good. Aapl","listText":"Looks good. Aapl","text":"Looks good. Aapl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125757215","repostId":"1108941456","repostType":4,"repost":{"id":"1108941456","pubTimestamp":1624664800,"share":"https://www.laohu8.com/m/news/1108941456?lang=&edition=full","pubTime":"2021-06-26 07:46","market":"us","language":"en","title":"Is Apple A Better Buy Than Other FAANG Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1108941456","media":"seekingalpha","summary":"Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.At 26-64x this year's expected net profi","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.</li>\n <li>Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.</li>\n <li>I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb49d385ec6d3044db2f4474cbb2c57\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>MagioreStock/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Going with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.</p>\n<p><b>Are FAANG Stocks A Good Investment?</b></p>\n<p>Looking back a couple of years, the answer is pretty clear that FAANG stocks at least<i>were</i>a good investment in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae2b8e2b9caf99f74c28bafc10a0a872\" tg-width=\"635\" tg-height=\"484\"><span>Data by YCharts</span></p>\n<p>With gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.</p>\n<p>These factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef865eea7af4369048432a9c85d1d83\" tg-width=\"635\" tg-height=\"540\"><span>Data by YCharts</span></p>\n<p>At 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.</p>\n<p><b>What Investors Can Expect From Apple</b></p>\n<p>Apple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.</p>\n<p><b>Apple Versus Facebook</b></p>\n<p>Both Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fd8043ca75dcb2c38f5ffa427c8c0b9\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>Facebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d49e0007aa77608b2992a9fef2142d\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>The fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b16c9b3e2eac182d42686bcd8a98fc5\" tg-width=\"635\" tg-height=\"515\"><span>Data by YCharts</span></p>\n<p>While Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.</p>\n<p>To sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.</p>\n<p><b>Apple Versus Alphabet</b></p>\n<p>When we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6360514d097081c546a0ccacfbdc7af6\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Alphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.</p>\n<p>Nevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhat<i>smaller</i>net cash position of $80 billion, although that still makes for a very strong balance sheet, of course.</p>\n<p>All in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.</p>\n<p><b>Apple Versus Netflix And Amazon</b></p>\n<p>Looking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.</p>\n<p>This huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccc2536fa3cadf06639a89e0b211b9a\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>AMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.</p>\n<p>Netflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d84f013051fbb00b6b488f5cfed66d4\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Netflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.</p>\n<p>Amazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.</p>\n<p><b>Which Is The Best FAANG Stock To Buy?</b></p>\n<p>Not every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.</p>\n<p>Alphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.</p>\n<p>Depending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!</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>Is Apple A Better Buy Than Other FAANG Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple A Better Buy Than Other FAANG Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 07:46 GMT+8 <a href=https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108941456","content_text":"Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.\nI believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.\n\nMagioreStock/iStock Editorial via Getty Images\nArticle Thesis\nGoing with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.\nAre FAANG Stocks A Good Investment?\nLooking back a couple of years, the answer is pretty clear that FAANG stocks at leastwerea good investment in the recent past:\nData by YCharts\nWith gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.\nThese factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:\nData by YCharts\nAt 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.\nWhat Investors Can Expect From Apple\nApple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.\nApple Versus Facebook\nBoth Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:\nData by YCharts\nFacebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:\nData by YCharts\nThe fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:\nData by YCharts\nWhile Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.\nTo sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.\nApple Versus Alphabet\nWhen we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.\nData by YCharts\nAlphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.\nNevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhatsmallernet cash position of $80 billion, although that still makes for a very strong balance sheet, of course.\nAll in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.\nApple Versus Netflix And Amazon\nLooking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.\nThis huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:\nData by YCharts\nAMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.\nNetflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:\nData by YCharts\nNetflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.\nAmazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.\nWhich Is The Best FAANG Stock To Buy?\nNot every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.\nAlphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.\nDepending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123675996,"gmtCreate":1624423008415,"gmtModify":1631888800058,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831131847990","authorIdStr":"3567831131847990"},"themes":[],"htmlText":"Go go","listText":"Go go","text":"Go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123675996","repostId":"2145664330","repostType":4,"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129337273,"gmtCreate":1624358312292,"gmtModify":1631888800062,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831131847990","authorIdStr":"3567831131847990"},"themes":[],"htmlText":"Scary","listText":"Scary","text":"Scary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/129337273","repostId":"1128168014","repostType":4,"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164390645,"gmtCreate":1624169783487,"gmtModify":1631888800064,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831131847990","authorIdStr":"3567831131847990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a> all in! Pls comment tks","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a> all in! Pls comment tks","text":"$XPeng Inc.(XPEV)$ all in! 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worse..","listText":"Getting worse..","text":"Getting worse..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/192352932","repostId":"1174509827","repostType":4,"repost":{"id":"1174509827","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1621004388,"share":"https://www.laohu8.com/m/news/1174509827?lang=&edition=full","pubTime":"2021-05-14 22:59","market":"us","language":"en","title":"Delta Mandates All New Employees Must Have COVID-19 Vaccinations","url":"https://stock-news.laohu8.com/highlight/detail?id=1174509827","media":"Benzinga","summary":"Delta Air Lines, Inc. DAL 4.24% has announced a new corporate mandate requiring all future employees to be vaccinated against COVID-19 before joining the company.What Happened: The Atlanta-headquartered carrier issued a statement praising the vaccines for protecting individuals and speeding the end of the pandemic, adding that the new mandate will ensure its employees will not face a reprise of the health crisis.“Delta people have made great progress to achieve herd immunity within our workforce","content":"<p><b>Delta Air Lines, Inc.</b> DAL 4.24% has announced a new corporate mandate requiring all future employees to be vaccinated against COVID-19 before joining the company.</p>\n<p><b>What Happened:</b> The Atlanta-headquartered carrier issued a statement praising the vaccines for protecting individuals and speeding the end of the pandemic, adding that the new mandate will ensure its employees will not face a reprise of the health crisis.</p>\n<p>“Delta people have made great progress to achieve herd immunity within our workforce, so to help us maintain that trajectory, we will be requiring all new hires in the U.S. to be vaccinated against COVID-19 unless they qualify for an accommodation,” said Elizabeth Ninomiya, manager of strategic communications. “This is an important move to protect our workforce and our customers as our business recovers and demand for air travel continues to rise.”</p>\n<p>Speaking on CNN, Delta CEO Ed Bastian clarified this mandate won't apply to current employees.</p>\n<p>“I am not going to mandate and force people if they have some specific reason why they don’t want to get vaccinated,” he said. “I am going to strongly encourage them that they understand the risks of not getting vaccinated.”</p>\n<p>However, he noted employees who are not vaccinated may be excluded from certain assignments, including international flights. He added that 60% of Delta’s workforce has at least one vaccine shot.</p>\n<p><i>Related Link:CDC Says Fully Vaccinated People Can Mostly Stop Wearing Masks</i></p>\n<p><b>Why It Matters:</b> Delta is the first U.S. carrier to announce it will only hire vaccinated individuals.The New York Timesreported <b>United Airlines Holdings Inc.</b>UAL 4.73%CEO Scott Kirby voiced his support for the idea in a video forum in January, but decided not to go forward because the carrier could not “realistically be the only company” to take this action.</p>\n<p>Although most schools in the U.S. require children to have certain vaccinations, there is no precedent for companies refusing to hire people based on their vaccination status.</p>\n<p>Current federal policy on employer-mandated vaccinations is focused on the rights of current employees, not potential hires.</p>\n<p>The Equal Employment Opportunity Commission (EEOC) issued guidancelast December stating companies “may encourage or possibly require COVID-19 vaccinations” of its workforce, provided their policies are in compliance with workplace laws including the Americans with Disabilities Act and Title VII of the Civil Rights Act of 1964 (Title VII).</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>Delta Mandates All New Employees Must Have COVID-19 Vaccinations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDelta Mandates All New Employees Must Have COVID-19 Vaccinations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-05-14 22:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Delta Air Lines, Inc.</b> DAL 4.24% has announced a new corporate mandate requiring all future employees to be vaccinated against COVID-19 before joining the company.</p>\n<p><b>What Happened:</b> The Atlanta-headquartered carrier issued a statement praising the vaccines for protecting individuals and speeding the end of the pandemic, adding that the new mandate will ensure its employees will not face a reprise of the health crisis.</p>\n<p>“Delta people have made great progress to achieve herd immunity within our workforce, so to help us maintain that trajectory, we will be requiring all new hires in the U.S. to be vaccinated against COVID-19 unless they qualify for an accommodation,” said Elizabeth Ninomiya, manager of strategic communications. “This is an important move to protect our workforce and our customers as our business recovers and demand for air travel continues to rise.”</p>\n<p>Speaking on CNN, Delta CEO Ed Bastian clarified this mandate won't apply to current employees.</p>\n<p>“I am not going to mandate and force people if they have some specific reason why they don’t want to get vaccinated,” he said. “I am going to strongly encourage them that they understand the risks of not getting vaccinated.”</p>\n<p>However, he noted employees who are not vaccinated may be excluded from certain assignments, including international flights. He added that 60% of Delta’s workforce has at least one vaccine shot.</p>\n<p><i>Related Link:CDC Says Fully Vaccinated People Can Mostly Stop Wearing Masks</i></p>\n<p><b>Why It Matters:</b> Delta is the first U.S. carrier to announce it will only hire vaccinated individuals.The New York Timesreported <b>United Airlines Holdings Inc.</b>UAL 4.73%CEO Scott Kirby voiced his support for the idea in a video forum in January, but decided not to go forward because the carrier could not “realistically be the only company” to take this action.</p>\n<p>Although most schools in the U.S. require children to have certain vaccinations, there is no precedent for companies refusing to hire people based on their vaccination status.</p>\n<p>Current federal policy on employer-mandated vaccinations is focused on the rights of current employees, not potential hires.</p>\n<p>The Equal Employment Opportunity Commission (EEOC) issued guidancelast December stating companies “may encourage or possibly require COVID-19 vaccinations” of its workforce, provided their policies are in compliance with workplace laws including the Americans with Disabilities Act and Title VII of the Civil Rights Act of 1964 (Title VII).</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DAL":"达美航空"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174509827","content_text":"Delta Air Lines, Inc. DAL 4.24% has announced a new corporate mandate requiring all future employees to be vaccinated against COVID-19 before joining the company.\nWhat Happened: The Atlanta-headquartered carrier issued a statement praising the vaccines for protecting individuals and speeding the end of the pandemic, adding that the new mandate will ensure its employees will not face a reprise of the health crisis.\n“Delta people have made great progress to achieve herd immunity within our workforce, so to help us maintain that trajectory, we will be requiring all new hires in the U.S. to be vaccinated against COVID-19 unless they qualify for an accommodation,” said Elizabeth Ninomiya, manager of strategic communications. “This is an important move to protect our workforce and our customers as our business recovers and demand for air travel continues to rise.”\nSpeaking on CNN, Delta CEO Ed Bastian clarified this mandate won't apply to current employees.\n“I am not going to mandate and force people if they have some specific reason why they don’t want to get vaccinated,” he said. “I am going to strongly encourage them that they understand the risks of not getting vaccinated.”\nHowever, he noted employees who are not vaccinated may be excluded from certain assignments, including international flights. He added that 60% of Delta’s workforce has at least one vaccine shot.\nRelated Link:CDC Says Fully Vaccinated People Can Mostly Stop Wearing Masks\nWhy It Matters: Delta is the first U.S. carrier to announce it will only hire vaccinated individuals.The New York Timesreported United Airlines Holdings Inc.UAL 4.73%CEO Scott Kirby voiced his support for the idea in a video forum in January, but decided not to go forward because the carrier could not “realistically be the only company” to take this action.\nAlthough most schools in the U.S. require children to have certain vaccinations, there is no precedent for companies refusing to hire people based on their vaccination status.\nCurrent federal policy on employer-mandated vaccinations is focused on the rights of current employees, not potential hires.\nThe Equal Employment Opportunity Commission (EEOC) issued guidancelast December stating companies “may encourage or possibly require COVID-19 vaccinations” of its workforce, provided their policies are in compliance with workplace laws including the Americans with Disabilities Act and Title VII of the Civil Rights Act of 1964 (Title VII).","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366103408,"gmtCreate":1614402756504,"gmtModify":1703477337117,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IBKR\">$Interactive Brokers(IBKR)$</a>小跌 要加仓吗","listText":"<a href=\"https://laohu8.com/S/IBKR\">$Interactive Brokers(IBKR)$</a>小跌 要加仓吗","text":"$Interactive Brokers(IBKR)$小跌 要加仓吗","images":[{"img":"https://static.tigerbbs.com/ca8132e434912662186d0e628d28e4d8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/366103408","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":836083074,"gmtCreate":1629437610798,"gmtModify":1631888800044,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"Hopefully ","listText":"Hopefully ","text":"Hopefully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836083074","repostId":"1171387822","repostType":4,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115478950,"gmtCreate":1623028966770,"gmtModify":1634096115577,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$JD.com(JD)$</a>for sharing ","listText":"<a href=\"https://laohu8.com/S/JD\">$JD.com(JD)$</a>for sharing ","text":"$JD.com(JD)$for sharing","images":[{"img":"https://static.tigerbbs.com/79a2d788047810a40147b1162a9b1c37","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/115478950","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":344365307,"gmtCreate":1618377418709,"gmtModify":1634293357734,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>yes. Finally!","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>yes. Finally!","text":"$Palantir Technologies Inc.(PLTR)$yes. Finally!","images":[{"img":"https://static.tigerbbs.com/48045b2b256951058b173104520cc918","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344365307","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":159885877,"gmtCreate":1624955820099,"gmtModify":1631888800050,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"Go go","listText":"Go go","text":"Go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/159885877","repostId":"1122223844","repostType":4,"repost":{"id":"1122223844","pubTimestamp":1624955173,"share":"https://www.laohu8.com/m/news/1122223844?lang=&edition=full","pubTime":"2021-06-29 16:26","market":"us","language":"en","title":"Why Tesla Stock Jumped on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1122223844","media":"Motley Fool","summary":"Could the electric car maker's recall in China actually be a good thing?","content":"<p><b>What happened</b></p>\n<p>Shares of <b>Tesla</b>(NASDAQ:TSLA) jumped on Monday. The electric car maker's shares rose as much as 2.5%. </p>\n<p>The growth stock's gain oddly follows an announcement of a voluntary recall of nearly 300,000 vehicles in China. Interestingly, a close look at the recall shows a reason why investors may be cheering the move.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6453a3bfcd6cd1f24760fb76ce55e549\" tg-width=\"700\" tg-height=\"466\"><span>IMAGE SOURCE: TESLA.</span></p>\n<p><b>So what</b></p>\n<p>China's vehicle safety organization, State Administration for Market Regulation (SAMR), announced over the weekend that Tesla was voluntarily recalling over 285,000 vehicles in the country. An issue with Tesla's driver-assist system in its Model 3 and Y vehicles in the market reportedly meant that the technology could be accidentally turned on or off under particular circumstances.</p>\n<p>Though it's considered a recall, drivers won't need to take their cars to a service station. The fix has been deployed as a remote software update. It could be argued that the rapid fix via a software update puts the spotlight on the company's software prowess. This could impress not only investors, but also Chinese consumers.</p>\n<p><b>Now what</b></p>\n<p>The stock's sharp gain on Monday adds to its recent momentum. Shares are up more than 20% since June 3. However, the stock is still down substantially from an all-time high of just over $900.</p>\n<p>Investors will get insight into Tesla's recent performance when the company reports second-quarter results next month. The report is usually released at some point in the second half of July.</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>Why Tesla Stock Jumped on Monday</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\">\nWhy Tesla Stock Jumped on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 16:26 GMT+8 <a href=https://www.fool.com/investing/2021/06/28/why-tesla-stock-jumped-on-monday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of Tesla(NASDAQ:TSLA) jumped on Monday. The electric car maker's shares rose as much as 2.5%. \nThe growth stock's gain oddly follows an announcement of a voluntary recall of ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/28/why-tesla-stock-jumped-on-monday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/06/28/why-tesla-stock-jumped-on-monday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122223844","content_text":"What happened\nShares of Tesla(NASDAQ:TSLA) jumped on Monday. The electric car maker's shares rose as much as 2.5%. \nThe growth stock's gain oddly follows an announcement of a voluntary recall of nearly 300,000 vehicles in China. Interestingly, a close look at the recall shows a reason why investors may be cheering the move.\nIMAGE SOURCE: TESLA.\nSo what\nChina's vehicle safety organization, State Administration for Market Regulation (SAMR), announced over the weekend that Tesla was voluntarily recalling over 285,000 vehicles in the country. An issue with Tesla's driver-assist system in its Model 3 and Y vehicles in the market reportedly meant that the technology could be accidentally turned on or off under particular circumstances.\nThough it's considered a recall, drivers won't need to take their cars to a service station. The fix has been deployed as a remote software update. It could be argued that the rapid fix via a software update puts the spotlight on the company's software prowess. This could impress not only investors, but also Chinese consumers.\nNow what\nThe stock's sharp gain on Monday adds to its recent momentum. Shares are up more than 20% since June 3. However, the stock is still down substantially from an all-time high of just over $900.\nInvestors will get insight into Tesla's recent performance when the company reports second-quarter results next month. The report is usually released at some point in the second half of July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164390645,"gmtCreate":1624169783487,"gmtModify":1631888800064,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a> all in! Pls comment tks","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a> all in! Pls comment tks","text":"$XPeng Inc.(XPEV)$ all in! Pls comment tks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164390645","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359534693,"gmtCreate":1616411465412,"gmtModify":1631889258862,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AQB\">$AquaBounty Technologies, Inc.(AQB)$</a>i still gonna buy more if it dips down to 6ish..","listText":"<a href=\"https://laohu8.com/S/AQB\">$AquaBounty Technologies, Inc.(AQB)$</a>i still gonna buy more if it dips down to 6ish..","text":"$AquaBounty Technologies, Inc.(AQB)$i still gonna buy more if it dips down to 6ish..","images":[{"img":"https://static.tigerbbs.com/a266b8b776cd117f29d3dd64fbc093f8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/359534693","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":328674540,"gmtCreate":1615525327280,"gmtModify":1703490435475,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"I did averaging down..","listText":"I did averaging down..","text":"I did averaging down..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/328674540","repostId":"328966427","repostType":1,"repost":{"id":328966427,"gmtCreate":1615480120069,"gmtModify":1703489813074,"author":{"id":"3572778703995834","authorId":"3572778703995834","name":"Bubu11","avatar":"https://static.tigerbbs.com/31828bc012c38bded447d80a4aeb0d96","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572778703995834","idStr":"3572778703995834"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AQB\">$AquaBounty Technologies, Inc.(AQB)$</a>should I avg down?","listText":"<a href=\"https://laohu8.com/S/AQB\">$AquaBounty Technologies, Inc.(AQB)$</a>should I avg down?","text":"$AquaBounty Technologies, Inc.(AQB)$should I avg down?","images":[{"img":"https://static.tigerbbs.com/fe3c18f73b3298bec75bb3e99d364307","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328966427","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323043264,"gmtCreate":1615293059358,"gmtModify":1703486866592,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>cheer up","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>cheer up","text":"$Tiger Brokers(TIGR)$cheer up","images":[{"img":"https://static.tigerbbs.com/8f8d414b7b5b5ac7cc219f8c95831c69","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/323043264","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":329731064,"gmtCreate":1615278969758,"gmtModify":1703486638707,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>up up up","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>up up up","text":"$Tiger Brokers(TIGR)$up up up","images":[{"img":"https://static.tigerbbs.com/b18bfedefa0a52413ce375ffdc28b512","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/329731064","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":898712504,"gmtCreate":1628521597608,"gmtModify":1631885808512,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MF\">$Missfresh Limited(MF)$</a>Such a fraud and scam stock","listText":"<a href=\"https://laohu8.com/S/MF\">$Missfresh Limited(MF)$</a>Such a fraud and scam stock","text":"$Missfresh Limited(MF)$Such a fraud and scam stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898712504","isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186373186,"gmtCreate":1623475862945,"gmtModify":1634032603364,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"Pls comment tks","listText":"Pls comment tks","text":"Pls comment tks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/186373186","repostId":"1104635261","repostType":4,"repost":{"id":"1104635261","pubTimestamp":1623470020,"share":"https://www.laohu8.com/m/news/1104635261?lang=&edition=full","pubTime":"2021-06-12 11:53","market":"us","language":"en","title":"AMC Bet by Hedge Fund Unravels Thanks to Meme-Stock Traders","url":"https://stock-news.laohu8.com/highlight/detail?id=1104635261","media":"The Wall Street Journal","summary":"Losses by Mudrick Capital show the risks of exposure to meme stocks.\n\nA multipronged bet onAMC Enter","content":"<blockquote>\n <b>Losses by Mudrick Capital show the risks of exposure to meme stocks.</b>\n</blockquote>\n<p>A multipronged bet onAMC Entertainment HoldingsInc.AMC15.39%boomeranged this month on Mudrick Capital Management LP, the latest hedge fund to fall victim to swarming day traders.</p>\n<p>Mudrick’s flagship fund lost about 10% in just a few days as a jump in AMC’s stock price unexpectedly triggered changes in the value of derivatives the fund held as part of a complex trading strategy, people familiar with the matter said.</p>\n<p>The setback comes months after a group of traders organizing on social media helped send the price ofGameStopCorp.GME5.88%and other stocks soaring in January, well beyond many investors’ views of underlying fundamentals.</p>\n<p>The development prompted many hedge funds to slash their exposure to meme stocks. Mudrick Capital’s losses highlight how risky retaining significant exposure to such companies can be—even backfiring on a hedge-fund manager who was mostly in sync with the bullishness of individual investors.</p>\n<p>Jason Mudrick, the firm’s founder, had been trading AMC stock, options and bonds for months, surfing a surge of enthusiasm for the theater chain among individual investors. But he also sold call options, derivative contracts meant to hedge the fund’s exposure to AMC should the stock price founder. Those derivative contracts, which gave its buyers the right to buy AMC stock from Mudrick at roughly $40 in the future, ballooned into liabilities when a resurgence ofReddit-fueled buyingrecently pushed AMC’s stock to new records, the people said.</p>\n<p>As part of the broader AMC strategy, executives at Mudrick Capital were in talks with AMC to buy additional shares from the company in late May. On June 1, AMC disclosed that Mudrick Capital had agreed to buy $230.5 million of new stock directly from the company at $27.12 apiece, a premium over where it was then trading.</p>\n<p>Mudrick immediately sold the stock at a profit, a quick flip that was reported by Bloomberg News and that sparked backlash on social media.</p>\n<p>“Mudrick didn’t stab AMC in the back…They shot themselves in the foot,” read one post on Reddit’s Wall Street Bets forum on June 1. Other posts around that time referenced Mudrick as “losers,” “scum bags” and “a large waving pile of s—t with no future.” Members of the forum urged each other to buy and hold.</p>\n<p>Inside Mudrick, executives were growing apprehensive as the AMC rally gained steam. The firm’s risk committee met on the evening of June 1 after the stock closed at $32 and decided to exit all debt and derivative positions the following day.</p>\n<p>It was a day too late.</p>\n<p>AMC’s stock price blew past $40in a matter of hours June 2, hitting an intraday high of $72.62.Call option prices soaredamid a frenzy of trading that Mudrick Capital contributed to and, by the end of the week, the winning trade had turned into a bust, costing the fund hundreds of millions of dollars in losses. Mudrick Capital made a roughly 5% return on the debt it sold but after accounting for its options trade, the fund took a net loss of about 5.4% on AMC.</p>\n<p>Mr. Mudrick’s fund is still up about 12% for the year, one of the people said. Meanwhile, investors who bought AMC stock at the start of the year and held on have gained about 2000%.</p>\n<p>The impact of social media-fueled day traders has become a defining market development this year, costing top hedge funds billions of dollars in losses, sparking a congressional hearing anddrawing scrutinyfrom the U.S. Securities and Exchange Commission. More hedge funds now track individual investors’ sentiment on social media and pay greater attention to companies with smaller market values whose stock price may be more susceptible to the enthusiasms of individual investors.</p>\n<p>Mr. Mudrick specializes in distressed debt investing, often lending to troubled companies at high interest rates or swapping their existing debt for equity in bankruptcy court. Mudrick manages about $3.5 billion in investments firmwide and holds large, illiquid stakes in E-cigarette maker NJOY Holdings Inc. and satellite communications companyGlobalstarInc.from such exchanges. The flagship fund reported returns of about 17% annually from 2018 to 2020, according to data from HSBC Alternative Investment Group.</p>\n<p>But distressed investing opportunities have grownharder to findas easy money from the Federal Reserve has given even struggling companies open access to debt markets. Mr. Mudrick has explored other strategies, launching several special-purpose acquisition companiesand, in the case of AMC, ultimately buying stock in block trades.</p>\n<p>Mr. Mudrick initially applied his typical playbook to AMC, buying bonds for as little as 20 cents on the dollar,lending the company $100 millionin December and swapping some bonds into new shares. Theater attendance, already under pressure, had disappeared almost entirely amid Covid-19 pandemic lockdowns, and AMC stock traded as low as $2. He reasoned that consumers would regain their appetite for big-screen entertainment this year as more Americans got vaccinated.</p>\n<p>Day traders took theirfirst run at AMC in late January, urging each other on with the social-media rallying cry of #SaveAMC and briefly lifting the stock to around $20. AMC’s rising equity value boosted debt prices—one bond Mudrick Capital owned doubled within a week—quickly rewarding Mr. Mudrick’s bullishness. AMC capitalized on its surging stock priceto raise nearly $1 billion in new financingin late January, enabling it to ward off a previously expected bankruptcy filing.</p>\n<p>Around that time, Mr. Mudrick sold call options on AMC stock, producing immediate income to offset potential losses if the theater chain did face problems. The derivatives gave buyers the option to buy AMC shares from Mudrick Capital for about $40—viewed as a seeming improbability when the stock was trading below $10.</p>\n<p>Mr. Mudrick remained in contact with AMC Chief Executive Adam Aron about providing additional funding, leading to his recent share purchase. But he kept the derivative contracts outstanding as an insurance policy, one of the people familiar with the matter said.</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>AMC Bet by Hedge Fund Unravels Thanks to Meme-Stock Traders</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\">\nAMC Bet by Hedge Fund Unravels Thanks to Meme-Stock Traders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 11:53 GMT+8 <a href=https://www.wsj.com/articles/amc-bet-by-hedge-fund-unravels-thanks-to-meme-stock-traders-11623431320?mod=markets_lead_pos2><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Losses by Mudrick Capital show the risks of exposure to meme stocks.\n\nA multipronged bet onAMC Entertainment HoldingsInc.AMC15.39%boomeranged this month on Mudrick Capital Management LP, the latest ...</p>\n\n<a href=\"https://www.wsj.com/articles/amc-bet-by-hedge-fund-unravels-thanks-to-meme-stock-traders-11623431320?mod=markets_lead_pos2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.wsj.com/articles/amc-bet-by-hedge-fund-unravels-thanks-to-meme-stock-traders-11623431320?mod=markets_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104635261","content_text":"Losses by Mudrick Capital show the risks of exposure to meme stocks.\n\nA multipronged bet onAMC Entertainment HoldingsInc.AMC15.39%boomeranged this month on Mudrick Capital Management LP, the latest hedge fund to fall victim to swarming day traders.\nMudrick’s flagship fund lost about 10% in just a few days as a jump in AMC’s stock price unexpectedly triggered changes in the value of derivatives the fund held as part of a complex trading strategy, people familiar with the matter said.\nThe setback comes months after a group of traders organizing on social media helped send the price ofGameStopCorp.GME5.88%and other stocks soaring in January, well beyond many investors’ views of underlying fundamentals.\nThe development prompted many hedge funds to slash their exposure to meme stocks. Mudrick Capital’s losses highlight how risky retaining significant exposure to such companies can be—even backfiring on a hedge-fund manager who was mostly in sync with the bullishness of individual investors.\nJason Mudrick, the firm’s founder, had been trading AMC stock, options and bonds for months, surfing a surge of enthusiasm for the theater chain among individual investors. But he also sold call options, derivative contracts meant to hedge the fund’s exposure to AMC should the stock price founder. Those derivative contracts, which gave its buyers the right to buy AMC stock from Mudrick at roughly $40 in the future, ballooned into liabilities when a resurgence ofReddit-fueled buyingrecently pushed AMC’s stock to new records, the people said.\nAs part of the broader AMC strategy, executives at Mudrick Capital were in talks with AMC to buy additional shares from the company in late May. On June 1, AMC disclosed that Mudrick Capital had agreed to buy $230.5 million of new stock directly from the company at $27.12 apiece, a premium over where it was then trading.\nMudrick immediately sold the stock at a profit, a quick flip that was reported by Bloomberg News and that sparked backlash on social media.\n“Mudrick didn’t stab AMC in the back…They shot themselves in the foot,” read one post on Reddit’s Wall Street Bets forum on June 1. Other posts around that time referenced Mudrick as “losers,” “scum bags” and “a large waving pile of s—t with no future.” Members of the forum urged each other to buy and hold.\nInside Mudrick, executives were growing apprehensive as the AMC rally gained steam. The firm’s risk committee met on the evening of June 1 after the stock closed at $32 and decided to exit all debt and derivative positions the following day.\nIt was a day too late.\nAMC’s stock price blew past $40in a matter of hours June 2, hitting an intraday high of $72.62.Call option prices soaredamid a frenzy of trading that Mudrick Capital contributed to and, by the end of the week, the winning trade had turned into a bust, costing the fund hundreds of millions of dollars in losses. Mudrick Capital made a roughly 5% return on the debt it sold but after accounting for its options trade, the fund took a net loss of about 5.4% on AMC.\nMr. Mudrick’s fund is still up about 12% for the year, one of the people said. Meanwhile, investors who bought AMC stock at the start of the year and held on have gained about 2000%.\nThe impact of social media-fueled day traders has become a defining market development this year, costing top hedge funds billions of dollars in losses, sparking a congressional hearing anddrawing scrutinyfrom the U.S. Securities and Exchange Commission. More hedge funds now track individual investors’ sentiment on social media and pay greater attention to companies with smaller market values whose stock price may be more susceptible to the enthusiasms of individual investors.\nMr. Mudrick specializes in distressed debt investing, often lending to troubled companies at high interest rates or swapping their existing debt for equity in bankruptcy court. Mudrick manages about $3.5 billion in investments firmwide and holds large, illiquid stakes in E-cigarette maker NJOY Holdings Inc. and satellite communications companyGlobalstarInc.from such exchanges. The flagship fund reported returns of about 17% annually from 2018 to 2020, according to data from HSBC Alternative Investment Group.\nBut distressed investing opportunities have grownharder to findas easy money from the Federal Reserve has given even struggling companies open access to debt markets. Mr. Mudrick has explored other strategies, launching several special-purpose acquisition companiesand, in the case of AMC, ultimately buying stock in block trades.\nMr. Mudrick initially applied his typical playbook to AMC, buying bonds for as little as 20 cents on the dollar,lending the company $100 millionin December and swapping some bonds into new shares. Theater attendance, already under pressure, had disappeared almost entirely amid Covid-19 pandemic lockdowns, and AMC stock traded as low as $2. He reasoned that consumers would regain their appetite for big-screen entertainment this year as more Americans got vaccinated.\nDay traders took theirfirst run at AMC in late January, urging each other on with the social-media rallying cry of #SaveAMC and briefly lifting the stock to around $20. AMC’s rising equity value boosted debt prices—one bond Mudrick Capital owned doubled within a week—quickly rewarding Mr. Mudrick’s bullishness. AMC capitalized on its surging stock priceto raise nearly $1 billion in new financingin late January, enabling it to ward off a previously expected bankruptcy filing.\nAround that time, Mr. Mudrick sold call options on AMC stock, producing immediate income to offset potential losses if the theater chain did face problems. The derivatives gave buyers the option to buy AMC shares from Mudrick Capital for about $40—viewed as a seeming improbability when the stock was trading below $10.\nMr. Mudrick remained in contact with AMC Chief Executive Adam Aron about providing additional funding, leading to his recent share purchase. But he kept the derivative contracts outstanding as an insurance policy, one of the people familiar with the matter said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188028019,"gmtCreate":1623417178931,"gmtModify":1631888037413,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WMT\">$Wal-Mart(WMT)$</a>for sharing ","listText":"<a href=\"https://laohu8.com/S/WMT\">$Wal-Mart(WMT)$</a>for sharing ","text":"$Wal-Mart(WMT)$for sharing","images":[{"img":"https://static.tigerbbs.com/6f7d02eb94ccf802b967743b439d080a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188028019","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":119323308,"gmtCreate":1622521130904,"gmtModify":1634100853834,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/119323308","repostId":"1163643126","repostType":4,"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341117319,"gmtCreate":1617792852631,"gmtModify":1634296490495,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>looks weak..","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>looks weak..","text":"$Palantir Technologies Inc.(PLTR)$looks weak..","images":[{"img":"https://static.tigerbbs.com/3e4a9fd4ba29ea7f6a440d96cf26b5e7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341117319","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340891499,"gmtCreate":1617367894911,"gmtModify":1634521221736,"author":{"id":"3567831131847990","authorId":"3567831131847990","name":"Vince191","avatar":"https://static.tigerbbs.com/021f127f2de4ea90e277a2ec3af5b498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567831131847990","idStr":"3567831131847990"},"themes":[],"htmlText":"Wanna by NVDA","listText":"Wanna by NVDA","text":"Wanna by NVDA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340891499","repostId":"1158992788","repostType":4,"repost":{"id":"1158992788","pubTimestamp":1617365040,"share":"https://www.laohu8.com/m/news/1158992788?lang=&edition=full","pubTime":"2021-04-02 20:04","market":"us","language":"en","title":"2 Top Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1158992788","media":"Motley Fool","summary":"These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.The hot stock of the day might sound too good to pass up, but your long-term investment portfolio should focus on stocks that should have strong fundamentals both today and a decade into the future. It's hard to see 10 years into the future, and the unexpected can always leap up to disrupt a sound narrative.However, there are steps we can take to identify companies wi","content":"<blockquote>These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.</blockquote><p>The hot stock of the day might sound too good to pass up, but your long-term investment portfolio should focus on stocks that should have strong fundamentals both today and a decade into the future. It's hard to see 10 years into the future, and the unexpected can always leap up to disrupt a sound narrative.</p><p>However, there are steps we can take to identify companies with stellar growth opportunities and sustainable competitive advantages. Some mega-trends are relatively easy to predict, and the best companies enabling those trends are likely to outperform the market over the long term. With a 10-year time horizon, we don't have to take as much care to limit volatility or nitpickvaluation ratios. A decade from now, the winners will have ridden out economic cycles and grown enough to justify all but the most aggressive valuations today.</p><p>These two stocks have established businesses, exposure to major tech trends, and reputable products in growth categories. They're great building blocks for your investment portfolio.</p><p><b>NVIDIA</b></p><p><b>NVIDIA</b>(NASDAQ:NVDA)rose to prominence as a leader in the design and production of graphics processing units (GPU) for computers. The company's products have evolved to become important components in data centers, cryptocurrency mining hardware, autonomous vehicles, and robotics. This aligns NVDIA's fortunes directly with some of thedisruptive technology trendsthat are expected to define the next decade. As blockchain, AI, security, remote connectivity, and video gaming become more prominent, demand for NVIDIA's industry-leading products will also grow.</p><p>The company is also in advanced discussions to acquire a licensed chip design company called Arm, which would expand NVIDIA's operations into a new growth avenue. That'd be especially true if moves from<b>Apple</b>and others to manufacture chips internally boost demand for chip design services.</p><p>The story has a fair share of risks. The semiconductor industry is notoriously cyclical, as demand and pricing can fluctuate drastically based on theproduct replacement cycle, rather than global macroeconomic conditions. Plus, a serious decline in highly volatile cryptocurrency prices could also see a steep drop in demand for the chips used in mining. NVIDIA trades at more than 38 timesforward earnings, nearly 19 timesprice to book, and has anenterprise-value-to-EBITDAratio above 55. If bad news creeps in, share prices could crater quickly.</p><p>Still, NVIDIA is growing rapidly, and its products have an excellent reputation. The company is deeply connected to all of the most exciting technology trends of the next decade, and there's an enormous opportunity ahead for shareholders. It's good to hold today, and it could be much larger in the future.</p><p><b>Microsoft</b></p><p><b>Microsoft</b>(NASDAQ:MSFT)is famous for its Windows operating system and the Office software suite, but it is also one of the major players incloud services. The company also owns the networking and employment social media platform LinkedIn, has a large video game business, and sells the popular Surface brand of touchscreen computers.</p><p>Microsoft has a rare combination of favorable characteristics. The company enjoys stability through enormous scale and product diversity, but it is also delivering exceptional growth -- that's not common. For the first six months of fiscal 2021, total sales increased nearly 15% over the prior year. The company's Azure server products and cloud services grew 50% year over year in the most recent quarter. That segment has expanded to exceed the revenue produced by Microsoft's flagship personal computing products. Almost every business is tech-enabled now, and the inevitable growth of software as a service (SaaS), cybersecurity, and remote collaboration is a catalyst for cloud service providers.</p><p>Microsoft is in direct competition with fearsome heavy-hitters including<b>Amazon</b>,<b>Alphabet</b>, and Apple. That's certainly a risk. That said, Azure is second only to AWS in the cloud market, with 20% share. Encouragingly, it has actually gained market share over the past year. Microsoft will grow by merely maintaining share in the next decade, as cloud services are expected to expand nearly 20% annually.</p><p>At a forward P/E ratio of only 28.7, there's too much upside potential here relative to the risks associated with competition. Microsoft has the established business to make it a relatively safe stock, and it also provides growth potential to outpace the market.</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>2 Top Stocks You Can Buy and Hold for the Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Top Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 20:04 GMT+8 <a href=https://www.fool.com/investing/2021/04/02/2-top-stocks-you-can-buy-and-hold-for-the-next-dec/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.The hot stock of the day might sound too good to pass up, but your ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/02/2-top-stocks-you-can-buy-and-hold-for-the-next-dec/\">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","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/04/02/2-top-stocks-you-can-buy-and-hold-for-the-next-dec/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158992788","content_text":"These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.The hot stock of the day might sound too good to pass up, but your long-term investment portfolio should focus on stocks that should have strong fundamentals both today and a decade into the future. It's hard to see 10 years into the future, and the unexpected can always leap up to disrupt a sound narrative.However, there are steps we can take to identify companies with stellar growth opportunities and sustainable competitive advantages. Some mega-trends are relatively easy to predict, and the best companies enabling those trends are likely to outperform the market over the long term. With a 10-year time horizon, we don't have to take as much care to limit volatility or nitpickvaluation ratios. A decade from now, the winners will have ridden out economic cycles and grown enough to justify all but the most aggressive valuations today.These two stocks have established businesses, exposure to major tech trends, and reputable products in growth categories. They're great building blocks for your investment portfolio.NVIDIANVIDIA(NASDAQ:NVDA)rose to prominence as a leader in the design and production of graphics processing units (GPU) for computers. The company's products have evolved to become important components in data centers, cryptocurrency mining hardware, autonomous vehicles, and robotics. This aligns NVDIA's fortunes directly with some of thedisruptive technology trendsthat are expected to define the next decade. As blockchain, AI, security, remote connectivity, and video gaming become more prominent, demand for NVIDIA's industry-leading products will also grow.The company is also in advanced discussions to acquire a licensed chip design company called Arm, which would expand NVIDIA's operations into a new growth avenue. That'd be especially true if moves fromAppleand others to manufacture chips internally boost demand for chip design services.The story has a fair share of risks. The semiconductor industry is notoriously cyclical, as demand and pricing can fluctuate drastically based on theproduct replacement cycle, rather than global macroeconomic conditions. Plus, a serious decline in highly volatile cryptocurrency prices could also see a steep drop in demand for the chips used in mining. NVIDIA trades at more than 38 timesforward earnings, nearly 19 timesprice to book, and has anenterprise-value-to-EBITDAratio above 55. If bad news creeps in, share prices could crater quickly.Still, NVIDIA is growing rapidly, and its products have an excellent reputation. The company is deeply connected to all of the most exciting technology trends of the next decade, and there's an enormous opportunity ahead for shareholders. It's good to hold today, and it could be much larger in the future.MicrosoftMicrosoft(NASDAQ:MSFT)is famous for its Windows operating system and the Office software suite, but it is also one of the major players incloud services. The company also owns the networking and employment social media platform LinkedIn, has a large video game business, and sells the popular Surface brand of touchscreen computers.Microsoft has a rare combination of favorable characteristics. The company enjoys stability through enormous scale and product diversity, but it is also delivering exceptional growth -- that's not common. For the first six months of fiscal 2021, total sales increased nearly 15% over the prior year. The company's Azure server products and cloud services grew 50% year over year in the most recent quarter. That segment has expanded to exceed the revenue produced by Microsoft's flagship personal computing products. Almost every business is tech-enabled now, and the inevitable growth of software as a service (SaaS), cybersecurity, and remote collaboration is a catalyst for cloud service providers.Microsoft is in direct competition with fearsome heavy-hitters includingAmazon,Alphabet, and Apple. That's certainly a risk. That said, Azure is second only to AWS in the cloud market, with 20% share. Encouragingly, it has actually gained market share over the past year. Microsoft will grow by merely maintaining share in the next decade, as cloud services are expected to expand nearly 20% annually.At a forward P/E ratio of only 28.7, there's too much upside potential here relative to the risks associated with competition. Microsoft has the established business to make it a relatively safe stock, and it also provides growth potential to outpace the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}