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cd1212
2021-11-25
$Tesla Motors(TSLA)$
Hihi to those still looking at US stocks market even when it's closed.
cd1212
2021-11-18
$Tesla Motors(TSLA)$
[微笑]
cd1212
2021-11-17
$Rivian Automotive, Inc.(RIVN)$
bubble popped[心碎]
cd1212
2021-11-10
$Tesla Motors(TSLA)$
I wonder those who sell.. how are you going to catch up with that speed of changes..
cd1212
2021-11-08
$Tesla Motors(TSLA)$
like pls
cd1212
2021-11-05
$Tiger Brokers(TIGR)$
will this go lower?
cd1212
2021-11-04
$Teladoc Health Inc.(TDOC)$
1day down 1 day up
cd1212
2021-11-03
$Tesla Motors(TSLA)$
[摊手]
cd1212
2021-11-02
$Tesla Motors(TSLA)$
1180
cd1212
2021-11-02
Like
抱歉,原内容已删除
cd1212
2021-11-02
$Tesla Motors(TSLA)$
roaring
cd1212
2021-10-28
Like and comment pls
Tesla Lands A Massive Deal And Breaks $1 Trillion: Are Shares A Buy?
cd1212
2021-10-26
$Tesla Motors(TSLA)$
[开心]
cd1212
2021-04-13
Premium report[流泪]
Credit Suisse Reiterates Above Consensus EPS for Tesla (TSLA) Ahead of 1Q21 EPS
cd1212
2021-03-29
Nice[比心]
Elon Musk Tweets Tesla Will Be Bigger Than Apple 'In A Few Months', Then Deletes Tweet
cd1212
2021-03-01
[龇牙]
'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming
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closed.","images":[{"img":"https://static.tigerbbs.com/028cf4a6f9a22ded728b7d69086d64e6","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877020091","isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878441300,"gmtCreate":1637226226379,"gmtModify":1637226226379,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[微笑] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[微笑] ","text":"$Tesla Motors(TSLA)$[微笑]","images":[{"img":"https://static.tigerbbs.com/687a0776d6f2e799758ab49eb7cc899a","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878441300","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878809572,"gmtCreate":1637162517937,"gmtModify":1637162518051,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>bubble popped[心碎] ","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>bubble popped[心碎] ","text":"$Rivian Automotive, Inc.(RIVN)$bubble popped[心碎]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878809572","isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847755124,"gmtCreate":1636555701205,"gmtModify":1636556782941,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>I wonder those who sell.. how are you going to catch up with that speed of changes..","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>I wonder those who sell.. how are you going to catch up with that speed of changes..","text":"$Tesla Motors(TSLA)$I wonder those who sell.. how are you going to catch up with that speed of changes..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847755124","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845706648,"gmtCreate":1636364986232,"gmtModify":1636365061887,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>like pls","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>like pls","text":"$Tesla Motors(TSLA)$like pls","images":[{"img":"https://static.tigerbbs.com/b0d77a9df4fd3551b45d53b7faf890e8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845706648","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":846782752,"gmtCreate":1636114445581,"gmtModify":1636114445689,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>will this go lower?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>will this go lower?","text":"$Tiger Brokers(TIGR)$will this go lower?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846782752","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848188330,"gmtCreate":1635983452892,"gmtModify":1635983452892,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>1day down 1 day up","listText":"<a href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>1day down 1 day up","text":"$Teladoc Health Inc.(TDOC)$1day down 1 day up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848188330","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841416546,"gmtCreate":1635933528752,"gmtModify":1635933528863,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[摊手] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[摊手] ","text":"$Tesla Motors(TSLA)$[摊手]","images":[{"img":"https://static.tigerbbs.com/dd7bb49a7f33dc29d7554f5489023465","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841416546","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843530121,"gmtCreate":1635840252756,"gmtModify":1635840279092,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>1180","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>1180","text":"$Tesla Motors(TSLA)$1180","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843530121","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843273180,"gmtCreate":1635837486591,"gmtModify":1635837490465,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843273180","repostId":"1173820913","repostType":2,"isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843162581,"gmtCreate":1635813601343,"gmtModify":1635813601343,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>roaring","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>roaring","text":"$Tesla Motors(TSLA)$roaring","images":[{"img":"https://static.tigerbbs.com/4d97c806fddd3b9cda0d330b015ffa68","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843162581","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":855737076,"gmtCreate":1635400166761,"gmtModify":1635400166814,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855737076","repostId":"1127302287","repostType":2,"repost":{"id":"1127302287","pubTimestamp":1635399924,"share":"https://www.laohu8.com/m/news/1127302287?lang=&edition=full","pubTime":"2021-10-28 13:45","market":"us","language":"en","title":"Tesla Lands A Massive Deal And Breaks $1 Trillion: Are Shares A Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127302287","media":"Seeking Alpha","summary":"Summary\n\nTesla added nearly $200 billion to its valuation this week following good earnings and an ~","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla added nearly $200 billion to its valuation this week following good earnings and an ~$4.2 billion deal for 100K vehicles from Hertz.</li>\n <li>The current growth trajectory and projected long-term growth offer massive potential in deliveries and revenues, but the risk-reward picture is weaker.</li>\n <li>Forecasting a mutual outcome of $400 billion in revenues and 20 million units would likely lead to very low ASPs.</li>\n <li>Long-term sustenance of the current multiple profile is countered by multiple risks including market share and competition, and industry-wide multiple re-rating.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f0cfebc83d76c5cc8908a766201917d\" tg-width=\"1536\" tg-height=\"1000\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p>\n<p>Tesla (TSLA) broke the $1,000 barrier, taking the company to the trillion club on a multi-day rally following the company reporting earnings above consensus and a massive multi-billion dollar deal with Hertz (OTCPK:HTZZ). Tesla continues to grow rapidly even at its size, with deliveries rising ~20% q/q to 241,300 units for Q3. Tesla is offering very attractive growth rates at a scale much larger than EV peers, and as such is one of the hottest names on Wall Street. Trading volumes breached 60 million, more than double Tesla's 10-day average, with dollar volume over $60 billion. Although a substantial portion of these could be quick trades to capitalize on a >12% move on the day, Tesla has been a gift that keeps on giving, and ultimately, it's possible to get stuck buying at a short-term top, much like in January. Even with a multi-quarter string of revenue and delivery boosts from the deal, the risk-reward outlook to buying at the moment is not highly convincing - while it's not necessarily a good idea to bet against Tesla, it does not seem to be the best time to buy.</p>\n<p><b>A Hertz Fleet Deal</b></p>\n<p>The Hertz deal shows that the demand for large-volume fleet EV exists, with the rental car operator putting in an order worth over 20% of its fleet size for Tesla's vehicles. With the order, Hertz will offer the largest EV in the country.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e286a4ee0a7807efc3b113fc7120d2a\" tg-width=\"1280\" tg-height=\"853\" width=\"100%\" height=\"auto\"><span>Graphic from Hertz</span></p>\n<p>Hertz is jumping behind \"rising global demand and interest\" for EV as the vehicles become more \"mainstream,\" choosing to invest $4.2 billion for Tesla vehicles over the next fourteen months, with the first deliveries and availabilities expected to commence in November.</p>\n<p>Because EV rely on public charging infrastructure, which can be limited or harder to find than gas stations, Hertz will be \"installing thousands of chargers throughout its location network,\" adding to the 3,000 supercharging network available via Tesla. In addition, Hertz's app will provide \"digitized guidance to educate customers about the electric vehicle to get them on their way quickly, and coming soon, an expedited EV rental booking process.\" Customers booking vehicles will have to know how to use certain features like Autopilot, FSD or controlling the car through the app.</p>\n<p>Hertz did recently emerge from Chapter 11 bankruptcy earlier this summer, and while some questions are raised about the exact funding for a deal of this size will come from given $3.0 billion in total liquidity, operating metrics have improved dramatically and rival 2019's pre-pandemic levels. Although revenues were ~11% lower than 2019, vehicle utilization sat at 78%, 3 percentage points behind as RPD and RPU increased significantly as prices rose. Compared to 2019 for Q2, Hertz saw RPD 53% higher to above $65 and RPU per month 48% higher to $1,557 - more expensive pricing of rental cars due to high demand and insufficient supply did aid these metrics, yet utilization rates reflect a strong rebound in the industry.</p>\n<p>For Tesla, the deal with Hertz not only signifies a large bump to revenues and deliveries through fiscal 2022 but a broader trend towards large-scale fleet acceptance in ride renting/sharing/hailing. 100,000 units represent close to 12% of Tesla's current TTM volume and about 7% of projected deliveries and revenues for FY22. It's a substantial contribution from a single customer, but it provides a bright outlook into the future of EV in ride hailing/renting - the adoption curve could come quicker than anticipated.</p>\n<p>In the broader industry, Uber (UBER) is working with multiple different players, including Kia (OTCPK:KIMTF), Arrival (ARVL) and TotalEnergies (TTE) to accelerate EV adoption while Waymo (GOOGL) and Cruise (GM) are working towards self-driving robotaxi services, which still could be years away from large-scale operations. EV can fill parts of that void, with Tesla having the necessary capacity to produce hundreds of thousands of units for fleet operators with GF Shanghai, Berlin and Texas all ramping to scale and building new capacity.</p>\n<p><b>Continuing Along the Growth Trajectory</b></p>\n<p>Tesla's Q3 results speak for themselves, with the company firing on all cylinders as performance metrics across the board reached new highs.</p>\n<p>The company saw its \"best-ever net income, operating profit and gross profit,\" with operating margins higher than expected, operating cash flow reaching a record, its highest production levels at Fremont, and strong growth in multiple metrics. Auto revenues rose 58% y/y and 18% q/q, slightly lagging deliveries' ~20% q/q growth as ASPs slipped 6% y/y. Higher contribution from China likely was a large factor in the ASP decline, as well as in the uptick in deliveries, with the region reportedly accounting for 133,238 vehicles during the quarter, or 55.2%; this came in higher than predicted as ASPs trended lower. That figure is 6.3 percentage points higher than Q2, with September's ~56,000 units delivered and exported a whopping 70% higher than June.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd4f9c664d1a45c750aac76ffc372b2a\" tg-width=\"640\" tg-height=\"732\" width=\"100%\" height=\"auto\"><span>Graphic from Tesla</span></p>\n<p>Deliveries have started to hit a hyper-growth trajectory over the trailing four quarters, with growth emerging in Q3 2020. Since then, Tesla has nearly doubled deliveries, a much faster rate than pre-pandemic growth as EV adoption and capacity increases. At the moment, Tesla's annual capacity is close to 1.1 million, or nearly 40% higher than TTM deliveries, giving the company much more room to grow ahead of completion in Berlin and Texas.</p>\n<p><b>Hard To Buy Here</b></p>\n<p>Even with growth rates and operating metrics impressing across the board, it's hard to chalk out a positive risk-reward outlook after shares ran higher this week - the earnings and $4.2 billion Hertz deal added at one point nearly $200 billion to Tesla's valuation, or close to $175 billion at the high in just the two days since the deal was announced. Are the new synergies from the deal and/or earnings good enough to support buying a company worth over 15% more following that announcement? Here, that does not look to be the case.</p>\n<p>Over the short-term, such frenzied trading and rapid, high percentage rallies are typically very short-lived - Tesla's last pre-split rally to $900 in early 2020 saw the stock shed 20% in under a week, and a strong rally to nearly $900 post-split in early 2021 saw shares hold for a month after a 10% drop before shedding another 35% through March. Short-term trades can pay off, but from a long-term standpoint, the outlook is bright, but the return potential, not as much.</p>\n<p>Tesla projects that it can drive long-term average annual growth of 50% in deliveries, which, from 900,000 deliveries possible for FY21, would see Tesla doing about 4.5 million vehicles per year in 2025. Extending that growth rate further to 2030 would see Tesla delivering 34 million vehicles, or half of global automotive volumes from 2020; this seems to be a very unrealistic scenario, even as Tesla stated that the goal is to have 20 million deliveries by then. To reach that figure, Tesla would have to grow at about 35% annual from 2025's projected figure. All in all, 2025's deliveries could be close to 5% of total global automotive sales volumes while 2030's could be near 20%. Given the competition in the industry, it's hard to see Tesla driving that much market share alone and beating out competition by that far of a margin - even Apple (AAPL) only commands near 15% market share in smartphones, where it's widely seen among the top three in the industry.</p>\n<p>With that forecast, Tesla is also seeing a path to $400 billion in revenues - this would assume that revenue growth slows much faster y/y than deliveries - driving deliveries to 20 million requires 5 years of ~33% average annual growth following 4 years of 50% annual growth while revenues would grow for 5 years at ~20% average annual growth for 5 years following 4 years of 34% average annual growth.</p>\n<p>To hit both of those figures, revenues at $400 billion on deliveries of 20 million, Tesla would have to cut its ASPs significantly, down to $25,000 by 2027 and ~$16,500 by 2029, assuming growth rates in energy storage and other aspects of the business continue. Tesla does envision itself in most major spaces - small/mid/large SUV, sedan/trucks, as well as in affordable <$25,000 models and robotaxis; however, those most likely wouldn't amount to a sub $20,000 ASP, meaning that there are some substantial doubts raised about the feasibility of both targets occurring mutually by 2030. The other possibility that is not included here is that Tesla does not sell a robotaxi fleet but rather manages a multi-million unit fleet itself, therefore having a fair proportion of targeted 2030 volumes not reflected in ASPs.</p>\n<p>Should Tesla be overshooting the delivery figures, revenues are likely very misguided; but should Tesla in fact be correct in targeting 20 million vehicles through multiple market opportunities, revenues could be completely sandbagging that potential. Time will tell in this regard.</p>\n<p>Back to market share - Tesla would likely be seeing around the high-teens to 20% of global automotive volumes by 2030 based ontrendswithin the industry. Yet it's hard to see Tesla achieving and maintaining such a stronghold as startups like XPeng (XPEV) and NIO (NIO) challenge it heavily on price and tech (though both are primarily confined to China geographically still) while ICE leaders are aggressively pushing to EV. Therefore, it's possible that the EV industry will remain fragmented and Tesla will not be able to hold a monopolistic grip on the sector, where it dominates volumes and dictates the industry. The company has just north of 4% total market share, and with competition heating up rapidly, the only scenario to see market share gains possibly reach that degree would be if production capacities reach that 15 million and remain over 50% higher than peers' EV manufacturing capabilities.</p>\n<p>In the long-term picture, the broader outlook is that EV will become the new norm, with manufacturers agreeing to work towards 40% to 50% volumes in EV. The overall goal still looks to be an EV-dominant or even full-EV future. Hundreds of new EV models are expected to hit the roads by 2030, greatly increasing the selection to consumers and overall supply volume of the vehicle type. With ICE vehicles as the old 'gold standard' and EV expected to become the 'new', ultimately the valuation premiums for industry disruption and tech are likely to fade and reflect similar multiples to the ICE cohort - at that time, in the long run, a majority of manufacturers will likely all be competing in the same vehicle type, with similar specs and technology. Although Tesla has been ahead of the curve, peers are catching up, and losing a disruption multiple from competitive/market share pressures and lower revenue growth rates, and valuations in the industry falling similar to what ICE manufacturers have experienced, the current 'gold standard' could see fair value at 3x sales and 21x earnings (14% net margin on $400 billion revenues), providing just an ample ~20% upside. Tesla does offer very attractive growth rates and sometimes unpredictable potential, but there's likely to be much better buying opportunities in the future as the risk-reward picture looks unfavorable at the moment.</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>Tesla Lands A Massive Deal And Breaks $1 Trillion: Are Shares A Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Lands A Massive Deal And Breaks $1 Trillion: Are Shares A Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-28 13:45 GMT+8 <a href=https://seekingalpha.com/article/4462564-tesla-tsla-massive-deal-breaks-1-trillion-shares-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla added nearly $200 billion to its valuation this week following good earnings and an ~$4.2 billion deal for 100K vehicles from Hertz.\nThe current growth trajectory and projected long-...</p>\n\n<a href=\"https://seekingalpha.com/article/4462564-tesla-tsla-massive-deal-breaks-1-trillion-shares-buy\">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://seekingalpha.com/article/4462564-tesla-tsla-massive-deal-breaks-1-trillion-shares-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127302287","content_text":"Summary\n\nTesla added nearly $200 billion to its valuation this week following good earnings and an ~$4.2 billion deal for 100K vehicles from Hertz.\nThe current growth trajectory and projected long-term growth offer massive potential in deliveries and revenues, but the risk-reward picture is weaker.\nForecasting a mutual outcome of $400 billion in revenues and 20 million units would likely lead to very low ASPs.\nLong-term sustenance of the current multiple profile is countered by multiple risks including market share and competition, and industry-wide multiple re-rating.\n\nJustin Sullivan/Getty Images News\nTesla (TSLA) broke the $1,000 barrier, taking the company to the trillion club on a multi-day rally following the company reporting earnings above consensus and a massive multi-billion dollar deal with Hertz (OTCPK:HTZZ). Tesla continues to grow rapidly even at its size, with deliveries rising ~20% q/q to 241,300 units for Q3. Tesla is offering very attractive growth rates at a scale much larger than EV peers, and as such is one of the hottest names on Wall Street. Trading volumes breached 60 million, more than double Tesla's 10-day average, with dollar volume over $60 billion. Although a substantial portion of these could be quick trades to capitalize on a >12% move on the day, Tesla has been a gift that keeps on giving, and ultimately, it's possible to get stuck buying at a short-term top, much like in January. Even with a multi-quarter string of revenue and delivery boosts from the deal, the risk-reward outlook to buying at the moment is not highly convincing - while it's not necessarily a good idea to bet against Tesla, it does not seem to be the best time to buy.\nA Hertz Fleet Deal\nThe Hertz deal shows that the demand for large-volume fleet EV exists, with the rental car operator putting in an order worth over 20% of its fleet size for Tesla's vehicles. With the order, Hertz will offer the largest EV in the country.\nGraphic from Hertz\nHertz is jumping behind \"rising global demand and interest\" for EV as the vehicles become more \"mainstream,\" choosing to invest $4.2 billion for Tesla vehicles over the next fourteen months, with the first deliveries and availabilities expected to commence in November.\nBecause EV rely on public charging infrastructure, which can be limited or harder to find than gas stations, Hertz will be \"installing thousands of chargers throughout its location network,\" adding to the 3,000 supercharging network available via Tesla. In addition, Hertz's app will provide \"digitized guidance to educate customers about the electric vehicle to get them on their way quickly, and coming soon, an expedited EV rental booking process.\" Customers booking vehicles will have to know how to use certain features like Autopilot, FSD or controlling the car through the app.\nHertz did recently emerge from Chapter 11 bankruptcy earlier this summer, and while some questions are raised about the exact funding for a deal of this size will come from given $3.0 billion in total liquidity, operating metrics have improved dramatically and rival 2019's pre-pandemic levels. Although revenues were ~11% lower than 2019, vehicle utilization sat at 78%, 3 percentage points behind as RPD and RPU increased significantly as prices rose. Compared to 2019 for Q2, Hertz saw RPD 53% higher to above $65 and RPU per month 48% higher to $1,557 - more expensive pricing of rental cars due to high demand and insufficient supply did aid these metrics, yet utilization rates reflect a strong rebound in the industry.\nFor Tesla, the deal with Hertz not only signifies a large bump to revenues and deliveries through fiscal 2022 but a broader trend towards large-scale fleet acceptance in ride renting/sharing/hailing. 100,000 units represent close to 12% of Tesla's current TTM volume and about 7% of projected deliveries and revenues for FY22. It's a substantial contribution from a single customer, but it provides a bright outlook into the future of EV in ride hailing/renting - the adoption curve could come quicker than anticipated.\nIn the broader industry, Uber (UBER) is working with multiple different players, including Kia (OTCPK:KIMTF), Arrival (ARVL) and TotalEnergies (TTE) to accelerate EV adoption while Waymo (GOOGL) and Cruise (GM) are working towards self-driving robotaxi services, which still could be years away from large-scale operations. EV can fill parts of that void, with Tesla having the necessary capacity to produce hundreds of thousands of units for fleet operators with GF Shanghai, Berlin and Texas all ramping to scale and building new capacity.\nContinuing Along the Growth Trajectory\nTesla's Q3 results speak for themselves, with the company firing on all cylinders as performance metrics across the board reached new highs.\nThe company saw its \"best-ever net income, operating profit and gross profit,\" with operating margins higher than expected, operating cash flow reaching a record, its highest production levels at Fremont, and strong growth in multiple metrics. Auto revenues rose 58% y/y and 18% q/q, slightly lagging deliveries' ~20% q/q growth as ASPs slipped 6% y/y. Higher contribution from China likely was a large factor in the ASP decline, as well as in the uptick in deliveries, with the region reportedly accounting for 133,238 vehicles during the quarter, or 55.2%; this came in higher than predicted as ASPs trended lower. That figure is 6.3 percentage points higher than Q2, with September's ~56,000 units delivered and exported a whopping 70% higher than June.\nGraphic from Tesla\nDeliveries have started to hit a hyper-growth trajectory over the trailing four quarters, with growth emerging in Q3 2020. Since then, Tesla has nearly doubled deliveries, a much faster rate than pre-pandemic growth as EV adoption and capacity increases. At the moment, Tesla's annual capacity is close to 1.1 million, or nearly 40% higher than TTM deliveries, giving the company much more room to grow ahead of completion in Berlin and Texas.\nHard To Buy Here\nEven with growth rates and operating metrics impressing across the board, it's hard to chalk out a positive risk-reward outlook after shares ran higher this week - the earnings and $4.2 billion Hertz deal added at one point nearly $200 billion to Tesla's valuation, or close to $175 billion at the high in just the two days since the deal was announced. Are the new synergies from the deal and/or earnings good enough to support buying a company worth over 15% more following that announcement? Here, that does not look to be the case.\nOver the short-term, such frenzied trading and rapid, high percentage rallies are typically very short-lived - Tesla's last pre-split rally to $900 in early 2020 saw the stock shed 20% in under a week, and a strong rally to nearly $900 post-split in early 2021 saw shares hold for a month after a 10% drop before shedding another 35% through March. Short-term trades can pay off, but from a long-term standpoint, the outlook is bright, but the return potential, not as much.\nTesla projects that it can drive long-term average annual growth of 50% in deliveries, which, from 900,000 deliveries possible for FY21, would see Tesla doing about 4.5 million vehicles per year in 2025. Extending that growth rate further to 2030 would see Tesla delivering 34 million vehicles, or half of global automotive volumes from 2020; this seems to be a very unrealistic scenario, even as Tesla stated that the goal is to have 20 million deliveries by then. To reach that figure, Tesla would have to grow at about 35% annual from 2025's projected figure. All in all, 2025's deliveries could be close to 5% of total global automotive sales volumes while 2030's could be near 20%. Given the competition in the industry, it's hard to see Tesla driving that much market share alone and beating out competition by that far of a margin - even Apple (AAPL) only commands near 15% market share in smartphones, where it's widely seen among the top three in the industry.\nWith that forecast, Tesla is also seeing a path to $400 billion in revenues - this would assume that revenue growth slows much faster y/y than deliveries - driving deliveries to 20 million requires 5 years of ~33% average annual growth following 4 years of 50% annual growth while revenues would grow for 5 years at ~20% average annual growth for 5 years following 4 years of 34% average annual growth.\nTo hit both of those figures, revenues at $400 billion on deliveries of 20 million, Tesla would have to cut its ASPs significantly, down to $25,000 by 2027 and ~$16,500 by 2029, assuming growth rates in energy storage and other aspects of the business continue. Tesla does envision itself in most major spaces - small/mid/large SUV, sedan/trucks, as well as in affordable <$25,000 models and robotaxis; however, those most likely wouldn't amount to a sub $20,000 ASP, meaning that there are some substantial doubts raised about the feasibility of both targets occurring mutually by 2030. The other possibility that is not included here is that Tesla does not sell a robotaxi fleet but rather manages a multi-million unit fleet itself, therefore having a fair proportion of targeted 2030 volumes not reflected in ASPs.\nShould Tesla be overshooting the delivery figures, revenues are likely very misguided; but should Tesla in fact be correct in targeting 20 million vehicles through multiple market opportunities, revenues could be completely sandbagging that potential. Time will tell in this regard.\nBack to market share - Tesla would likely be seeing around the high-teens to 20% of global automotive volumes by 2030 based ontrendswithin the industry. Yet it's hard to see Tesla achieving and maintaining such a stronghold as startups like XPeng (XPEV) and NIO (NIO) challenge it heavily on price and tech (though both are primarily confined to China geographically still) while ICE leaders are aggressively pushing to EV. Therefore, it's possible that the EV industry will remain fragmented and Tesla will not be able to hold a monopolistic grip on the sector, where it dominates volumes and dictates the industry. The company has just north of 4% total market share, and with competition heating up rapidly, the only scenario to see market share gains possibly reach that degree would be if production capacities reach that 15 million and remain over 50% higher than peers' EV manufacturing capabilities.\nIn the long-term picture, the broader outlook is that EV will become the new norm, with manufacturers agreeing to work towards 40% to 50% volumes in EV. The overall goal still looks to be an EV-dominant or even full-EV future. Hundreds of new EV models are expected to hit the roads by 2030, greatly increasing the selection to consumers and overall supply volume of the vehicle type. With ICE vehicles as the old 'gold standard' and EV expected to become the 'new', ultimately the valuation premiums for industry disruption and tech are likely to fade and reflect similar multiples to the ICE cohort - at that time, in the long run, a majority of manufacturers will likely all be competing in the same vehicle type, with similar specs and technology. Although Tesla has been ahead of the curve, peers are catching up, and losing a disruption multiple from competitive/market share pressures and lower revenue growth rates, and valuations in the industry falling similar to what ICE manufacturers have experienced, the current 'gold standard' could see fair value at 3x sales and 21x earnings (14% net margin on $400 billion revenues), providing just an ample ~20% upside. Tesla does offer very attractive growth rates and sometimes unpredictable potential, but there's likely to be much better buying opportunities in the future as the risk-reward picture looks unfavorable at the moment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856464954,"gmtCreate":1635208141117,"gmtModify":1635208141421,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[开心] ","text":"$Tesla Motors(TSLA)$[开心]","images":[{"img":"https://static.tigerbbs.com/6042f7c251f90b1586739907b6125910","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856464954","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":345679278,"gmtCreate":1618313781294,"gmtModify":1634293788423,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Premium report[流泪] ","listText":"Premium report[流泪] ","text":"Premium report[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345679278","repostId":"2127019352","repostType":2,"repost":{"id":"2127019352","pubTimestamp":1618308060,"share":"https://www.laohu8.com/m/news/2127019352?lang=&edition=full","pubTime":"2021-04-13 18:01","market":"us","language":"en","title":"Credit Suisse Reiterates Above Consensus EPS for Tesla (TSLA) Ahead of 1Q21 EPS","url":"https://stock-news.laohu8.com/highlight/detail?id=2127019352","media":"StreetInsider","summary":"Credit Suisse analyst Dan Levy reiterated a Neutral rating and $800.00 price target on Tesla (NASDAQ","content":"<html><body><div>\n<div>\n<div>\n<img src=\"https://www.streetinsider.com/images/summaries/1248/resize_TESLALOGO.jpg\"/>\n</div>\n</div>\n\t\t\t\n\t\tCredit Suisse analyst Dan Levy reiterated a Neutral rating and $800.00 price target on Tesla (NASDAQ: TSLA) ahead of consensus ...<br/><br/>(Premium-only article. Please sign in or upgrade to SI Premium to view.)\t</div></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Credit Suisse Reiterates Above Consensus EPS for Tesla (TSLA) Ahead of 1Q21 EPS</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\">\nCredit Suisse Reiterates Above Consensus EPS for Tesla (TSLA) Ahead of 1Q21 EPS\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-13 18:01 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=18252394><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Credit Suisse analyst Dan Levy reiterated a Neutral rating and $800.00 price target on Tesla (NASDAQ: TSLA) ahead of consensus ...(Premium-only article. Please sign in or upgrade to SI Premium to view...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18252394\">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.streetinsider.com/dr/news.php?id=18252394","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127019352","content_text":"Credit Suisse analyst Dan Levy reiterated a Neutral rating and $800.00 price target on Tesla (NASDAQ: TSLA) ahead of consensus ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352477347,"gmtCreate":1616999818489,"gmtModify":1634523213247,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice[比心] ","listText":"Nice[比心] ","text":"Nice[比心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352477347","repostId":"2122140073","repostType":2,"repost":{"id":"2122140073","pubTimestamp":1616869374,"share":"https://www.laohu8.com/m/news/2122140073?lang=&edition=full","pubTime":"2021-03-28 02:22","market":"us","language":"en","title":"Elon Musk Tweets Tesla Will Be Bigger Than Apple 'In A Few Months', Then Deletes Tweet","url":"https://stock-news.laohu8.com/highlight/detail?id=2122140073","media":"Benzinga","summary":"Tesla IncCEO Elon Musk on Friday suggested on Twitter that Tesla could soon be bigger than Apple Inc .What Happened:On Friday, a Twitter exchange began when the user@WholeMarsBlogwrote, \"Tesla is going to be bigger than Apple.\" The @WholeMarsBlog account often promotes Tesla, especially Tesla's \"Full Self-Driving.\". I think there is a >0% chance Tesla could be the biggest company. In the same Twitter exchange, another user wrote that they loved \"the direction of that arrow,\" to which Musk respon","content":"<html><body><img height=\"400\" src=\"https://s1.yimg.com/uu/api/res/1.2/mxtc4OY1UYGEzG1w9bejhQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/Benzinga/b3e2cf89feffbfb04693b6b712d6a04d\" title=\"\" width=\"600\"/>\n<p><strong>Tesla Inc</strong> (NASDAQ: TSLA) CEO Elon Musk on Friday suggested on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that Tesla could soon be bigger than <strong>Apple Inc</strong> (NASDAQ: AAPL).</p>\n<p><strong>What Happened: </strong>On Friday, a Twitter exchange began when the user @WholeMarsBlog wrote, \"Tesla is going to be bigger than Apple.\" The @WholeMarsBlog account often promotes Tesla, especially Tesla's \"Full Self-Driving.\"</p>\n<p>Musk responded to the tweet, saying, \"I think there is a >0% chance Tesla could be the biggest company\".</p>\n<blockquote>\n<p dir=\"ltr\" lang=\"en\">I think there is a >0% chance Tesla could be the biggest company</p>\n<p>— Elon Musk (@elonmusk) March 26, 2021</p>\n</blockquote>\n<p>In the same Twitter exchange, another user wrote that they loved \"the direction of that arrow,\" to which Musk responded: \"Probably within a few months.\"</p>\n<p>Musk then deleted this tweet after it was sent. However, it was unclear whether he was asked to remove the tweet or thought it was not the right time to express such a statement.</p>\n<p>Some users took the screenshot of Musk's deleted tweet and re-posted it.</p>\n<p><strong>Why It Matters: </strong>Musk has gotten into regulatory hot water in the past because of his tweets, such as the infamous “funding secured” message he sent in 2018 that drew the attention of the Securities and Exchange Commission.</p>\n<p>On Thursday, the National Labor Relations Board ordered Musk to remove an \"unlawful tweet\" from 2018 that the board claimed threatened Tesla workers hoping to unionize. </p>\n<p>The CEO's tweet was in response to increased efforts by workers to form a union with the United Auto Workers at Tesla's Fremont factory.<strong> </strong></p>\n<p>Musk wrote in 2018, \"Nothing stopping Tesla team at our car plant from voting union. Could do so tmrw if they wanted. But why pay union dues & give up stock options for Nothing? Our safety record is 2X better than when plant was UAW & everybody already gets healthcare.\"<strong> </strong></p>\n<p><strong>See more from Benzinga</strong></p>\n<ul>\n<li>Click here for options trades from Benzinga</li>\n<li>Amazon Goes On Twitter Offensive Against US Sens. Sanders, Warren Amid Unionization Campaign</li>\n<li>Saudi Aramco Sees Profit Fall Nearly 45% On Lower Oil Demand</li>\n</ul>\n<p><i>© 2021 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.</i></p></body></html>","source":"yahoofinance","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>Elon Musk Tweets Tesla Will Be Bigger Than Apple 'In A Few Months', Then Deletes Tweet</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\">\nElon Musk Tweets Tesla Will Be Bigger Than Apple 'In A Few Months', Then Deletes Tweet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-28 02:22 GMT+8 <a href=https://finance.yahoo.com/news/elon-musk-tweets-tesla-bigger-182254979.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc (NASDAQ: TSLA) CEO Elon Musk on Friday suggested on Twitter that Tesla could soon be bigger than Apple Inc (NASDAQ: AAPL).\nWhat Happened: On Friday, a Twitter exchange began when the user @...</p>\n\n<a href=\"https://finance.yahoo.com/news/elon-musk-tweets-tesla-bigger-182254979.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/bYTE5TFidMvsqbneFHt0ig--~B/aD00MDA7dz02MDA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/lv2s7E9pAw21CVdts688mA--~B/aD00MDA7dz02MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/Benzinga/b3e2cf89feffbfb04693b6b712d6a04d","relate_stocks":{"TSLA":"特斯拉","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/elon-musk-tweets-tesla-bigger-182254979.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2122140073","content_text":"Tesla Inc (NASDAQ: TSLA) CEO Elon Musk on Friday suggested on Twitter that Tesla could soon be bigger than Apple Inc (NASDAQ: AAPL).\nWhat Happened: On Friday, a Twitter exchange began when the user @WholeMarsBlog wrote, \"Tesla is going to be bigger than Apple.\" The @WholeMarsBlog account often promotes Tesla, especially Tesla's \"Full Self-Driving.\"\nMusk responded to the tweet, saying, \"I think there is a >0% chance Tesla could be the biggest company\".\n\nI think there is a >0% chance Tesla could be the biggest company\n— Elon Musk (@elonmusk) March 26, 2021\n\nIn the same Twitter exchange, another user wrote that they loved \"the direction of that arrow,\" to which Musk responded: \"Probably within a few months.\"\nMusk then deleted this tweet after it was sent. However, it was unclear whether he was asked to remove the tweet or thought it was not the right time to express such a statement.\nSome users took the screenshot of Musk's deleted tweet and re-posted it.\nWhy It Matters: Musk has gotten into regulatory hot water in the past because of his tweets, such as the infamous “funding secured” message he sent in 2018 that drew the attention of the Securities and Exchange Commission.\nOn Thursday, the National Labor Relations Board ordered Musk to remove an \"unlawful tweet\" from 2018 that the board claimed threatened Tesla workers hoping to unionize. \nThe CEO's tweet was in response to increased efforts by workers to form a union with the United Auto Workers at Tesla's Fremont factory. \nMusk wrote in 2018, \"Nothing stopping Tesla team at our car plant from voting union. Could do so tmrw if they wanted. But why pay union dues & give up stock options for Nothing? Our safety record is 2X better than when plant was UAW & everybody already gets healthcare.\" \nSee more from Benzinga\n\nClick here for options trades from Benzinga\nAmazon Goes On Twitter Offensive Against US Sens. Sanders, Warren Amid Unionization Campaign\nSaudi Aramco Sees Profit Fall Nearly 45% On Lower Oil Demand\n\n© 2021 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362162325,"gmtCreate":1614608448167,"gmtModify":1703478800941,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[龇牙] ","listText":"[龇牙] ","text":"[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362162325","repostId":"1105841550","repostType":4,"repost":{"id":"1105841550","pubTimestamp":1614600153,"share":"https://www.laohu8.com/m/news/1105841550?lang=&edition=full","pubTime":"2021-03-01 20:02","market":"us","language":"en","title":"'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1105841550","media":"zerohedge","summary":"Summary:\n\n In today's equity update we are following up on our\n analysis of the Tesla-Bitcoin-Ark ri","content":"<p><u><b>Summary:</b></u></p>\n<blockquote>\n In today's equity update we are following up on our\n <b>analysis of the Tesla-Bitcoin-Ark risk cluster</b>showing an updated positions analysis, cross-correlations in the flagship Ark Innovation ETF, and an drawdown analysis. Yesterday, was another bad session for this risk cluster and Ark Invest had a day with outflows across all their ETFs highlighting that risk sentiment has changed. With the founder's bold move to increase the position in Tesla during the week the risk has gone up that this risk cluster could turn into an ugly forced selling dynamic causing pain in not only Tesla, Bitcoin, and Ark funds, but also US biotechnology stocks where Ark Invest is a major holder with high ownership in selected names.\n</blockquote>\n<p>A little over a month ago we first flagged the Tesla-Bitcoin-Ark risk cluster as something to take note off as short-term correlation between Tesla and Bitcoin was shooting up. A survey from Charles Schwab also confirmed our suspicion that there is a big overlap as these two instruments are among the top five holdings by millennials. Our analysis quickly led us to Ark Invest with its famous Ark Innovation ETF which had a big position in Tesla and its charismatic founder Cathie Wood is a big believer in the so-called disruptive innovation culture of Silicon Valley. This class of people believe firmly in technology as mainly good for society in all its aspects and that Bitcoin is a protection against future wealth confiscation which is most likely inevitable due to historically high wealth inequality.</p>\n<p>This disruptive innovation culture is powerful. It is presented by some of the wealthiest people of this planet. Endless presentation about innovation and institutions like the Singularity University promote these views. Behind Bitcoin you find a huge online marketing machine sucking ordinary people into the game. Recently wealthy people such as Elon Musk has openly supported Bitcoin, first in writing and later in action adding $1.5bn to Tesla’s balance sheet and thereby significantly increasing its earnings volatility. The triangle of Tesla-Bitcoin-Ark and their respective momentum has reinforced each other creating a positive feedback loop luring more investors into these instruments. As we have seen this week the ‘tower of risk’ is beginning to show cracks.</p>\n<p><b>Ark position update and Cathie Wood’s bold move and the risk to biotechnology</b></p>\n<p>This week Tesla-Bitcoin-Ark all came under pressure from negative voices in governments over Bitcoin and beginning noise over real competition for Tesla in the coming years. The risk cluster was clearly moving together, and correlations started rising. On Tuesday, volatility picked up across the board and at one point Cathie Wood felt it was necessary to go public supporting her funds and said that she had increased their position in Tesla using big numbers in the future to justify increasing the risk. This is a bold move, but it increases the risk considerably. When you are at risk of seeing sizeable outflows, you should start reducing the most illiquid positions first while you can control the situation. Because if you are forced to do it by redemptions the game changes dramatically.</p>\n<p>The tables below show updated Ark Invest positions as of yesterday’s close. There are still 26 stocks where Ark Invest holds more than 10% of the outstanding shares. This could become a serious problem if Ark Invest is suddenly caught in a negative feedback loop together with Tesla and Bitcoin. But also note how US biotechnology stocks are overrepresented in this list of stocks with high ownership in percentage of outstanding shares. If Ark Invest suddenly experience across the board outflows, like it did yesterday, then they can suddenly be the forced seller in US biotechnology stocks where they are the whale. This could cascade into the overall US biotechnology segment although the group is diverse.</p>\n<p><i>Stocks held by Ark Invest funds with combined ownership above 10% of outstanding shares</i></p>\n<p><img src=\"https://static.tigerbbs.com/b97684f80243d32efc06f3379d51d4fb\" tg-width=\"500\" tg-height=\"353\">Source: Ark Invest, Bloomberg, and Saxo Group</p>\n<p>The table below shows the largest positions across all funds. Here Tesla has now jumped to 7% of AUM and the first five positions now account for 21.6% of AUM. The five biggest stocks are Tesla, Teladoc Health, Square, Roku, and Baidu. Square just recently reported disappointing Q4 earnings and announced the purchase of $170mn of Bitcoin increasing the risk and feedback loop further in this risk cluster. In the Ark Innovation ETF itself, Tesla is now 10.2% of assets and together with Roku (6%) and Square (5.4%) these three stocks represent 21.6% of assets. If you look at the 10 largest positions in the Ark Innovation ETF then the red thread is that they all come with very high equity valuations and thus low implied equity risk premiums. They are all also mostly equity financed, except for Tesla, which means that the WACC, cost of capital, predominantly come from the cost of equity. With low implied equity risk premiums, the risk-free rate dominates much more than for a company such as say Microsoft or Apple. This means that the rising interest rates could suddenly cause a huge shift in equity valuations. Not because the future is different but because the cost of capital has changed.</p>\n<p><i>Top positions in terms of Ark Invest AUM across all funds</i></p>\n<p><img src=\"https://static.tigerbbs.com/7e06fcb66d5a52e629b48c9cab492586\" tg-width=\"500\" tg-height=\"302\">Source: Ark Invest, Bloomberg, and Saxo Group</p>\n<p><u><b>Correlations on the rise and drawdown outlier</b></u></p>\n<p>The best sign of risk going haywire is always fast rising cross-correlations whether it is on asset classes or single stocks. The chart below shows the 10-day moving cross-correlation in the Ark Innovation ETF since early 2020. It has recently moved to around 0.6 and while it is not a new record the direction is up and has been fast coming from only 0.2 from a few weeks ago. The next week will be critical for the Tesla-Bitcoin-Ark risk cluster as negative feedback loops can be violent and very unpredictable in their outcome.</p>\n<p><img src=\"https://static.tigerbbs.com/ab96aaafda10c2371b1d3a1a14c4a48a\" tg-width=\"500\" tg-height=\"280\"><i>Source: Bloomberg and Saxo Group</i></p>\n<p>Another way of looking at risk is by plotting Ark Innovation ETF drawdowns against that of Nasdaq 100 since December 2015.<b>The ETF has typically experienced a drawdown that is 1.22 times larger than that of Nasdaq 100</b>. As of yesterday, the ratio stands at 2.44 and thus illustrates that something idiosyncratic is taking place at Ark Innovation ETF.</p>\n<p><img src=\"https://static.tigerbbs.com/80db26e42e2910071718ff22a1ff3f2b\" tg-width=\"500\" tg-height=\"308\"><b>If outflows continue today and Tesla comes under pressure again then this indicator could very well hit a new record in terms of being an outlier signaling a negative feedback loop on risk has started.</b></p>","source":"lsy1583725640930","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>'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 20:02 GMT+8 <a href=https://www.zerohedge.com/markets/build-me-ark-tsunami-risk-tesla-bitcoin-cathie-wood-coming><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary:\n\n In today's equity update we are following up on our\n analysis of the Tesla-Bitcoin-Ark risk clustershowing an updated positions analysis, cross-correlations in the flagship Ark Innovation ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/build-me-ark-tsunami-risk-tesla-bitcoin-cathie-wood-coming\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKW":"ARK Next Generation Internation ETF","TSLA":"特斯拉","ARKG":"ARK Genomic Revolution ETF","GBTC":"Grayscale Bitcoin Trust","ARKK":"ARK Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKR":"Ark Restaurants Corp"},"source_url":"https://www.zerohedge.com/markets/build-me-ark-tsunami-risk-tesla-bitcoin-cathie-wood-coming","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105841550","content_text":"Summary:\n\n In today's equity update we are following up on our\n analysis of the Tesla-Bitcoin-Ark risk clustershowing an updated positions analysis, cross-correlations in the flagship Ark Innovation ETF, and an drawdown analysis. Yesterday, was another bad session for this risk cluster and Ark Invest had a day with outflows across all their ETFs highlighting that risk sentiment has changed. With the founder's bold move to increase the position in Tesla during the week the risk has gone up that this risk cluster could turn into an ugly forced selling dynamic causing pain in not only Tesla, Bitcoin, and Ark funds, but also US biotechnology stocks where Ark Invest is a major holder with high ownership in selected names.\n\nA little over a month ago we first flagged the Tesla-Bitcoin-Ark risk cluster as something to take note off as short-term correlation between Tesla and Bitcoin was shooting up. A survey from Charles Schwab also confirmed our suspicion that there is a big overlap as these two instruments are among the top five holdings by millennials. Our analysis quickly led us to Ark Invest with its famous Ark Innovation ETF which had a big position in Tesla and its charismatic founder Cathie Wood is a big believer in the so-called disruptive innovation culture of Silicon Valley. This class of people believe firmly in technology as mainly good for society in all its aspects and that Bitcoin is a protection against future wealth confiscation which is most likely inevitable due to historically high wealth inequality.\nThis disruptive innovation culture is powerful. It is presented by some of the wealthiest people of this planet. Endless presentation about innovation and institutions like the Singularity University promote these views. Behind Bitcoin you find a huge online marketing machine sucking ordinary people into the game. Recently wealthy people such as Elon Musk has openly supported Bitcoin, first in writing and later in action adding $1.5bn to Tesla’s balance sheet and thereby significantly increasing its earnings volatility. The triangle of Tesla-Bitcoin-Ark and their respective momentum has reinforced each other creating a positive feedback loop luring more investors into these instruments. As we have seen this week the ‘tower of risk’ is beginning to show cracks.\nArk position update and Cathie Wood’s bold move and the risk to biotechnology\nThis week Tesla-Bitcoin-Ark all came under pressure from negative voices in governments over Bitcoin and beginning noise over real competition for Tesla in the coming years. The risk cluster was clearly moving together, and correlations started rising. On Tuesday, volatility picked up across the board and at one point Cathie Wood felt it was necessary to go public supporting her funds and said that she had increased their position in Tesla using big numbers in the future to justify increasing the risk. This is a bold move, but it increases the risk considerably. When you are at risk of seeing sizeable outflows, you should start reducing the most illiquid positions first while you can control the situation. Because if you are forced to do it by redemptions the game changes dramatically.\nThe tables below show updated Ark Invest positions as of yesterday’s close. There are still 26 stocks where Ark Invest holds more than 10% of the outstanding shares. This could become a serious problem if Ark Invest is suddenly caught in a negative feedback loop together with Tesla and Bitcoin. But also note how US biotechnology stocks are overrepresented in this list of stocks with high ownership in percentage of outstanding shares. If Ark Invest suddenly experience across the board outflows, like it did yesterday, then they can suddenly be the forced seller in US biotechnology stocks where they are the whale. This could cascade into the overall US biotechnology segment although the group is diverse.\nStocks held by Ark Invest funds with combined ownership above 10% of outstanding shares\nSource: Ark Invest, Bloomberg, and Saxo Group\nThe table below shows the largest positions across all funds. Here Tesla has now jumped to 7% of AUM and the first five positions now account for 21.6% of AUM. The five biggest stocks are Tesla, Teladoc Health, Square, Roku, and Baidu. Square just recently reported disappointing Q4 earnings and announced the purchase of $170mn of Bitcoin increasing the risk and feedback loop further in this risk cluster. In the Ark Innovation ETF itself, Tesla is now 10.2% of assets and together with Roku (6%) and Square (5.4%) these three stocks represent 21.6% of assets. If you look at the 10 largest positions in the Ark Innovation ETF then the red thread is that they all come with very high equity valuations and thus low implied equity risk premiums. They are all also mostly equity financed, except for Tesla, which means that the WACC, cost of capital, predominantly come from the cost of equity. With low implied equity risk premiums, the risk-free rate dominates much more than for a company such as say Microsoft or Apple. This means that the rising interest rates could suddenly cause a huge shift in equity valuations. Not because the future is different but because the cost of capital has changed.\nTop positions in terms of Ark Invest AUM across all funds\nSource: Ark Invest, Bloomberg, and Saxo Group\nCorrelations on the rise and drawdown outlier\nThe best sign of risk going haywire is always fast rising cross-correlations whether it is on asset classes or single stocks. The chart below shows the 10-day moving cross-correlation in the Ark Innovation ETF since early 2020. It has recently moved to around 0.6 and while it is not a new record the direction is up and has been fast coming from only 0.2 from a few weeks ago. The next week will be critical for the Tesla-Bitcoin-Ark risk cluster as negative feedback loops can be violent and very unpredictable in their outcome.\nSource: Bloomberg and Saxo Group\nAnother way of looking at risk is by plotting Ark Innovation ETF drawdowns against that of Nasdaq 100 since December 2015.The ETF has typically experienced a drawdown that is 1.22 times larger than that of Nasdaq 100. As of yesterday, the ratio stands at 2.44 and thus illustrates that something idiosyncratic is taking place at Ark Innovation ETF.\nIf outflows continue today and Tesla comes under pressure again then this indicator could very well hit a new record in terms of being an outlier signaling a negative feedback loop on risk has started.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":855737076,"gmtCreate":1635400166761,"gmtModify":1635400166814,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855737076","repostId":"1127302287","repostType":2,"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878441300,"gmtCreate":1637226226379,"gmtModify":1637226226379,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[微笑] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[微笑] ","text":"$Tesla 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closed.","text":"$Tesla Motors(TSLA)$Hihi to those still looking at US stocks market even when it's closed.","images":[{"img":"https://static.tigerbbs.com/028cf4a6f9a22ded728b7d69086d64e6","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877020091","isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878809572,"gmtCreate":1637162517937,"gmtModify":1637162518051,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>bubble popped[心碎] ","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>bubble popped[心碎] 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pls","images":[{"img":"https://static.tigerbbs.com/b0d77a9df4fd3551b45d53b7faf890e8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845706648","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":846782752,"gmtCreate":1636114445581,"gmtModify":1636114445689,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>will this go lower?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>will this go lower?","text":"$Tiger Brokers(TIGR)$will this go lower?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846782752","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847755124,"gmtCreate":1636555701205,"gmtModify":1636556782941,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>I wonder those who sell.. how are you going to catch up with that speed of changes..","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>I wonder those who sell.. how are you going to catch up with that speed of changes..","text":"$Tesla Motors(TSLA)$I wonder those who sell.. how are you going to catch up with that 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up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848188330","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841416546,"gmtCreate":1635933528752,"gmtModify":1635933528863,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[摊手] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[摊手] ","text":"$Tesla Motors(TSLA)$[摊手]","images":[{"img":"https://static.tigerbbs.com/dd7bb49a7f33dc29d7554f5489023465","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841416546","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843530121,"gmtCreate":1635840252756,"gmtModify":1635840279092,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>1180","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>1180","text":"$Tesla Motors(TSLA)$1180","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843530121","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843273180,"gmtCreate":1635837486591,"gmtModify":1635837490465,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843273180","repostId":"1173820913","repostType":2,"repost":{"id":"1173820913","pubTimestamp":1635832693,"share":"https://www.laohu8.com/m/news/1173820913?lang=&edition=full","pubTime":"2021-11-02 13:58","market":"us","language":"en","title":"Musk ‘Emphasizes’ Hertz Deal Not Signed in Tweet on Tesla Chart","url":"https://stock-news.laohu8.com/highlight/detail?id=1173820913","media":"Bloomberg","summary":"Elon Musk said Tesla Inc. hasn’t yet signed a contract with Hertz Global Holdings Inc.\nMusk was repl","content":"<p>Elon Musk said Tesla Inc. hasn’t yet signed a contract with Hertz Global Holdings Inc.</p>\n<p>Musk was replying to a tweet from an account named Tesla Silicon Valley Club, which showed a chart ofTesla’s rising stock price along with a thank you to the company’s chief executive officer, the world’s richest person.</p>\n<p>News ofHertz’s order on Oct. 25, only around four months after the company emerged from bankruptcy, sent Tesla’s shares up 13% on the day and its market value past $1 trillion for the first time. The rally has continued, with the stock closing at a record high in New York Monday. Hertz, which trades over the counter ahead of a relisting on the Nasdaq Stock Market, has climbed 38% since the start of last week.</p>\n<p>The order for 100,000 vehicles is equivalent to about a tenth of what Tesla can produce annually. Florida-based Hertz said it would be paying full price.</p>\n<p>“The initial interest is exceeding our expectations,” Hertz’s interim CEO Mark Fields said last week as traffic to the company’s website soared, especially for its Tesla rental portal. “It shows that our message got through.”</p>\n<p>Hertz has hired seven-time Super Bowl-winning quarterback Tom Brady to star in advertisements showcasing the new Teslas.</p>\n<p>Calls to Hertz representatives in Asia weren’t immediately answered.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk ‘Emphasizes’ Hertz Deal Not Signed in Tweet on Tesla Chart</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\">\nMusk ‘Emphasizes’ Hertz Deal Not Signed in Tweet on Tesla Chart\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-02 13:58 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-11-02/musk-emphasizes-hertz-deal-not-signed-in-tweet-on-tesla-chart><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk said Tesla Inc. hasn’t yet signed a contract with Hertz Global Holdings Inc.\nMusk was replying to a tweet from an account named Tesla Silicon Valley Club, which showed a chart ofTesla’s ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-11-02/musk-emphasizes-hertz-deal-not-signed-in-tweet-on-tesla-chart\">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.bloomberg.com/news/articles/2021-11-02/musk-emphasizes-hertz-deal-not-signed-in-tweet-on-tesla-chart","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173820913","content_text":"Elon Musk said Tesla Inc. hasn’t yet signed a contract with Hertz Global Holdings Inc.\nMusk was replying to a tweet from an account named Tesla Silicon Valley Club, which showed a chart ofTesla’s rising stock price along with a thank you to the company’s chief executive officer, the world’s richest person.\nNews ofHertz’s order on Oct. 25, only around four months after the company emerged from bankruptcy, sent Tesla’s shares up 13% on the day and its market value past $1 trillion for the first time. The rally has continued, with the stock closing at a record high in New York Monday. Hertz, which trades over the counter ahead of a relisting on the Nasdaq Stock Market, has climbed 38% since the start of last week.\nThe order for 100,000 vehicles is equivalent to about a tenth of what Tesla can produce annually. Florida-based Hertz said it would be paying full price.\n“The initial interest is exceeding our expectations,” Hertz’s interim CEO Mark Fields said last week as traffic to the company’s website soared, especially for its Tesla rental portal. “It shows that our message got through.”\nHertz has hired seven-time Super Bowl-winning quarterback Tom Brady to star in advertisements showcasing the new Teslas.\nCalls to Hertz representatives in Asia weren’t immediately answered.","news_type":1},"isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843162581,"gmtCreate":1635813601343,"gmtModify":1635813601343,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>roaring","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>roaring","text":"$Tesla Motors(TSLA)$roaring","images":[{"img":"https://static.tigerbbs.com/4d97c806fddd3b9cda0d330b015ffa68","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843162581","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":856464954,"gmtCreate":1635208141117,"gmtModify":1635208141421,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>[开心] ","text":"$Tesla Motors(TSLA)$[开心]","images":[{"img":"https://static.tigerbbs.com/6042f7c251f90b1586739907b6125910","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856464954","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":345679278,"gmtCreate":1618313781294,"gmtModify":1634293788423,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Premium report[流泪] ","listText":"Premium report[流泪] ","text":"Premium report[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345679278","repostId":"2127019352","repostType":2,"repost":{"id":"2127019352","pubTimestamp":1618308060,"share":"https://www.laohu8.com/m/news/2127019352?lang=&edition=full","pubTime":"2021-04-13 18:01","market":"us","language":"en","title":"Credit Suisse Reiterates Above Consensus EPS for Tesla (TSLA) Ahead of 1Q21 EPS","url":"https://stock-news.laohu8.com/highlight/detail?id=2127019352","media":"StreetInsider","summary":"Credit Suisse analyst Dan Levy reiterated a Neutral rating and $800.00 price target on Tesla (NASDAQ","content":"<html><body><div>\n<div>\n<div>\n<img src=\"https://www.streetinsider.com/images/summaries/1248/resize_TESLALOGO.jpg\"/>\n</div>\n</div>\n\t\t\t\n\t\tCredit Suisse analyst Dan Levy reiterated a Neutral rating and $800.00 price target on Tesla (NASDAQ: TSLA) ahead of consensus ...<br/><br/>(Premium-only article. Please sign in or upgrade to SI Premium to view.)\t</div></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Credit Suisse Reiterates Above Consensus EPS for Tesla (TSLA) Ahead of 1Q21 EPS</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\">\nCredit Suisse Reiterates Above Consensus EPS for Tesla (TSLA) Ahead of 1Q21 EPS\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-13 18:01 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=18252394><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Credit Suisse analyst Dan Levy reiterated a Neutral rating and $800.00 price target on Tesla (NASDAQ: TSLA) ahead of consensus ...(Premium-only article. Please sign in or upgrade to SI Premium to view...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18252394\">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.streetinsider.com/dr/news.php?id=18252394","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127019352","content_text":"Credit Suisse analyst Dan Levy reiterated a Neutral rating and $800.00 price target on Tesla (NASDAQ: TSLA) ahead of consensus ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352477347,"gmtCreate":1616999818489,"gmtModify":1634523213247,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice[比心] ","listText":"Nice[比心] ","text":"Nice[比心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352477347","repostId":"2122140073","repostType":2,"repost":{"id":"2122140073","pubTimestamp":1616869374,"share":"https://www.laohu8.com/m/news/2122140073?lang=&edition=full","pubTime":"2021-03-28 02:22","market":"us","language":"en","title":"Elon Musk Tweets Tesla Will Be Bigger Than Apple 'In A Few Months', Then Deletes Tweet","url":"https://stock-news.laohu8.com/highlight/detail?id=2122140073","media":"Benzinga","summary":"Tesla IncCEO Elon Musk on Friday suggested on Twitter that Tesla could soon be bigger than Apple Inc .What Happened:On Friday, a Twitter exchange began when the user@WholeMarsBlogwrote, \"Tesla is going to be bigger than Apple.\" The @WholeMarsBlog account often promotes Tesla, especially Tesla's \"Full Self-Driving.\". I think there is a >0% chance Tesla could be the biggest company. In the same Twitter exchange, another user wrote that they loved \"the direction of that arrow,\" to which Musk respon","content":"<html><body><img height=\"400\" src=\"https://s1.yimg.com/uu/api/res/1.2/mxtc4OY1UYGEzG1w9bejhQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/Benzinga/b3e2cf89feffbfb04693b6b712d6a04d\" title=\"\" width=\"600\"/>\n<p><strong>Tesla Inc</strong> (NASDAQ: TSLA) CEO Elon Musk on Friday suggested on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that Tesla could soon be bigger than <strong>Apple Inc</strong> (NASDAQ: AAPL).</p>\n<p><strong>What Happened: </strong>On Friday, a Twitter exchange began when the user @WholeMarsBlog wrote, \"Tesla is going to be bigger than Apple.\" The @WholeMarsBlog account often promotes Tesla, especially Tesla's \"Full Self-Driving.\"</p>\n<p>Musk responded to the tweet, saying, \"I think there is a >0% chance Tesla could be the biggest company\".</p>\n<blockquote>\n<p dir=\"ltr\" lang=\"en\">I think there is a >0% chance Tesla could be the biggest company</p>\n<p>— Elon Musk (@elonmusk) March 26, 2021</p>\n</blockquote>\n<p>In the same Twitter exchange, another user wrote that they loved \"the direction of that arrow,\" to which Musk responded: \"Probably within a few months.\"</p>\n<p>Musk then deleted this tweet after it was sent. However, it was unclear whether he was asked to remove the tweet or thought it was not the right time to express such a statement.</p>\n<p>Some users took the screenshot of Musk's deleted tweet and re-posted it.</p>\n<p><strong>Why It Matters: </strong>Musk has gotten into regulatory hot water in the past because of his tweets, such as the infamous “funding secured” message he sent in 2018 that drew the attention of the Securities and Exchange Commission.</p>\n<p>On Thursday, the National Labor Relations Board ordered Musk to remove an \"unlawful tweet\" from 2018 that the board claimed threatened Tesla workers hoping to unionize. </p>\n<p>The CEO's tweet was in response to increased efforts by workers to form a union with the United Auto Workers at Tesla's Fremont factory.<strong> </strong></p>\n<p>Musk wrote in 2018, \"Nothing stopping Tesla team at our car plant from voting union. Could do so tmrw if they wanted. But why pay union dues & give up stock options for Nothing? Our safety record is 2X better than when plant was UAW & everybody already gets healthcare.\"<strong> </strong></p>\n<p><strong>See more from Benzinga</strong></p>\n<ul>\n<li>Click here for options trades from Benzinga</li>\n<li>Amazon Goes On Twitter Offensive Against US Sens. Sanders, Warren Amid Unionization Campaign</li>\n<li>Saudi Aramco Sees Profit Fall Nearly 45% On Lower Oil Demand</li>\n</ul>\n<p><i>© 2021 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.</i></p></body></html>","source":"yahoofinance","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>Elon Musk Tweets Tesla Will Be Bigger Than Apple 'In A Few Months', Then Deletes Tweet</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\">\nElon Musk Tweets Tesla Will Be Bigger Than Apple 'In A Few Months', Then Deletes Tweet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-28 02:22 GMT+8 <a href=https://finance.yahoo.com/news/elon-musk-tweets-tesla-bigger-182254979.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc (NASDAQ: TSLA) CEO Elon Musk on Friday suggested on Twitter that Tesla could soon be bigger than Apple Inc (NASDAQ: AAPL).\nWhat Happened: On Friday, a Twitter exchange began when the user @...</p>\n\n<a href=\"https://finance.yahoo.com/news/elon-musk-tweets-tesla-bigger-182254979.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/bYTE5TFidMvsqbneFHt0ig--~B/aD00MDA7dz02MDA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/lv2s7E9pAw21CVdts688mA--~B/aD00MDA7dz02MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/Benzinga/b3e2cf89feffbfb04693b6b712d6a04d","relate_stocks":{"TSLA":"特斯拉","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/elon-musk-tweets-tesla-bigger-182254979.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2122140073","content_text":"Tesla Inc (NASDAQ: TSLA) CEO Elon Musk on Friday suggested on Twitter that Tesla could soon be bigger than Apple Inc (NASDAQ: AAPL).\nWhat Happened: On Friday, a Twitter exchange began when the user @WholeMarsBlog wrote, \"Tesla is going to be bigger than Apple.\" The @WholeMarsBlog account often promotes Tesla, especially Tesla's \"Full Self-Driving.\"\nMusk responded to the tweet, saying, \"I think there is a >0% chance Tesla could be the biggest company\".\n\nI think there is a >0% chance Tesla could be the biggest company\n— Elon Musk (@elonmusk) March 26, 2021\n\nIn the same Twitter exchange, another user wrote that they loved \"the direction of that arrow,\" to which Musk responded: \"Probably within a few months.\"\nMusk then deleted this tweet after it was sent. However, it was unclear whether he was asked to remove the tweet or thought it was not the right time to express such a statement.\nSome users took the screenshot of Musk's deleted tweet and re-posted it.\nWhy It Matters: Musk has gotten into regulatory hot water in the past because of his tweets, such as the infamous “funding secured” message he sent in 2018 that drew the attention of the Securities and Exchange Commission.\nOn Thursday, the National Labor Relations Board ordered Musk to remove an \"unlawful tweet\" from 2018 that the board claimed threatened Tesla workers hoping to unionize. \nThe CEO's tweet was in response to increased efforts by workers to form a union with the United Auto Workers at Tesla's Fremont factory. \nMusk wrote in 2018, \"Nothing stopping Tesla team at our car plant from voting union. Could do so tmrw if they wanted. But why pay union dues & give up stock options for Nothing? Our safety record is 2X better than when plant was UAW & everybody already gets healthcare.\" \nSee more from Benzinga\n\nClick here for options trades from Benzinga\nAmazon Goes On Twitter Offensive Against US Sens. Sanders, Warren Amid Unionization Campaign\nSaudi Aramco Sees Profit Fall Nearly 45% On Lower Oil Demand\n\n© 2021 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362162325,"gmtCreate":1614608448167,"gmtModify":1703478800941,"author":{"id":"3571377316940818","authorId":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[龇牙] ","listText":"[龇牙] ","text":"[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362162325","repostId":"1105841550","repostType":4,"repost":{"id":"1105841550","pubTimestamp":1614600153,"share":"https://www.laohu8.com/m/news/1105841550?lang=&edition=full","pubTime":"2021-03-01 20:02","market":"us","language":"en","title":"'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1105841550","media":"zerohedge","summary":"Summary:\n\n In today's equity update we are following up on our\n analysis of the Tesla-Bitcoin-Ark ri","content":"<p><u><b>Summary:</b></u></p>\n<blockquote>\n In today's equity update we are following up on our\n <b>analysis of the Tesla-Bitcoin-Ark risk cluster</b>showing an updated positions analysis, cross-correlations in the flagship Ark Innovation ETF, and an drawdown analysis. Yesterday, was another bad session for this risk cluster and Ark Invest had a day with outflows across all their ETFs highlighting that risk sentiment has changed. With the founder's bold move to increase the position in Tesla during the week the risk has gone up that this risk cluster could turn into an ugly forced selling dynamic causing pain in not only Tesla, Bitcoin, and Ark funds, but also US biotechnology stocks where Ark Invest is a major holder with high ownership in selected names.\n</blockquote>\n<p>A little over a month ago we first flagged the Tesla-Bitcoin-Ark risk cluster as something to take note off as short-term correlation between Tesla and Bitcoin was shooting up. A survey from Charles Schwab also confirmed our suspicion that there is a big overlap as these two instruments are among the top five holdings by millennials. Our analysis quickly led us to Ark Invest with its famous Ark Innovation ETF which had a big position in Tesla and its charismatic founder Cathie Wood is a big believer in the so-called disruptive innovation culture of Silicon Valley. This class of people believe firmly in technology as mainly good for society in all its aspects and that Bitcoin is a protection against future wealth confiscation which is most likely inevitable due to historically high wealth inequality.</p>\n<p>This disruptive innovation culture is powerful. It is presented by some of the wealthiest people of this planet. Endless presentation about innovation and institutions like the Singularity University promote these views. Behind Bitcoin you find a huge online marketing machine sucking ordinary people into the game. Recently wealthy people such as Elon Musk has openly supported Bitcoin, first in writing and later in action adding $1.5bn to Tesla’s balance sheet and thereby significantly increasing its earnings volatility. The triangle of Tesla-Bitcoin-Ark and their respective momentum has reinforced each other creating a positive feedback loop luring more investors into these instruments. As we have seen this week the ‘tower of risk’ is beginning to show cracks.</p>\n<p><b>Ark position update and Cathie Wood’s bold move and the risk to biotechnology</b></p>\n<p>This week Tesla-Bitcoin-Ark all came under pressure from negative voices in governments over Bitcoin and beginning noise over real competition for Tesla in the coming years. The risk cluster was clearly moving together, and correlations started rising. On Tuesday, volatility picked up across the board and at one point Cathie Wood felt it was necessary to go public supporting her funds and said that she had increased their position in Tesla using big numbers in the future to justify increasing the risk. This is a bold move, but it increases the risk considerably. When you are at risk of seeing sizeable outflows, you should start reducing the most illiquid positions first while you can control the situation. Because if you are forced to do it by redemptions the game changes dramatically.</p>\n<p>The tables below show updated Ark Invest positions as of yesterday’s close. There are still 26 stocks where Ark Invest holds more than 10% of the outstanding shares. This could become a serious problem if Ark Invest is suddenly caught in a negative feedback loop together with Tesla and Bitcoin. But also note how US biotechnology stocks are overrepresented in this list of stocks with high ownership in percentage of outstanding shares. If Ark Invest suddenly experience across the board outflows, like it did yesterday, then they can suddenly be the forced seller in US biotechnology stocks where they are the whale. This could cascade into the overall US biotechnology segment although the group is diverse.</p>\n<p><i>Stocks held by Ark Invest funds with combined ownership above 10% of outstanding shares</i></p>\n<p><img src=\"https://static.tigerbbs.com/b97684f80243d32efc06f3379d51d4fb\" tg-width=\"500\" tg-height=\"353\">Source: Ark Invest, Bloomberg, and Saxo Group</p>\n<p>The table below shows the largest positions across all funds. Here Tesla has now jumped to 7% of AUM and the first five positions now account for 21.6% of AUM. The five biggest stocks are Tesla, Teladoc Health, Square, Roku, and Baidu. Square just recently reported disappointing Q4 earnings and announced the purchase of $170mn of Bitcoin increasing the risk and feedback loop further in this risk cluster. In the Ark Innovation ETF itself, Tesla is now 10.2% of assets and together with Roku (6%) and Square (5.4%) these three stocks represent 21.6% of assets. If you look at the 10 largest positions in the Ark Innovation ETF then the red thread is that they all come with very high equity valuations and thus low implied equity risk premiums. They are all also mostly equity financed, except for Tesla, which means that the WACC, cost of capital, predominantly come from the cost of equity. With low implied equity risk premiums, the risk-free rate dominates much more than for a company such as say Microsoft or Apple. This means that the rising interest rates could suddenly cause a huge shift in equity valuations. Not because the future is different but because the cost of capital has changed.</p>\n<p><i>Top positions in terms of Ark Invest AUM across all funds</i></p>\n<p><img src=\"https://static.tigerbbs.com/7e06fcb66d5a52e629b48c9cab492586\" tg-width=\"500\" tg-height=\"302\">Source: Ark Invest, Bloomberg, and Saxo Group</p>\n<p><u><b>Correlations on the rise and drawdown outlier</b></u></p>\n<p>The best sign of risk going haywire is always fast rising cross-correlations whether it is on asset classes or single stocks. The chart below shows the 10-day moving cross-correlation in the Ark Innovation ETF since early 2020. It has recently moved to around 0.6 and while it is not a new record the direction is up and has been fast coming from only 0.2 from a few weeks ago. The next week will be critical for the Tesla-Bitcoin-Ark risk cluster as negative feedback loops can be violent and very unpredictable in their outcome.</p>\n<p><img src=\"https://static.tigerbbs.com/ab96aaafda10c2371b1d3a1a14c4a48a\" tg-width=\"500\" tg-height=\"280\"><i>Source: Bloomberg and Saxo Group</i></p>\n<p>Another way of looking at risk is by plotting Ark Innovation ETF drawdowns against that of Nasdaq 100 since December 2015.<b>The ETF has typically experienced a drawdown that is 1.22 times larger than that of Nasdaq 100</b>. As of yesterday, the ratio stands at 2.44 and thus illustrates that something idiosyncratic is taking place at Ark Innovation ETF.</p>\n<p><img src=\"https://static.tigerbbs.com/80db26e42e2910071718ff22a1ff3f2b\" tg-width=\"500\" tg-height=\"308\"><b>If outflows continue today and Tesla comes under pressure again then this indicator could very well hit a new record in terms of being an outlier signaling a negative feedback loop on risk has started.</b></p>","source":"lsy1583725640930","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>'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 20:02 GMT+8 <a href=https://www.zerohedge.com/markets/build-me-ark-tsunami-risk-tesla-bitcoin-cathie-wood-coming><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary:\n\n In today's equity update we are following up on our\n analysis of the Tesla-Bitcoin-Ark risk clustershowing an updated positions analysis, cross-correlations in the flagship Ark Innovation ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/build-me-ark-tsunami-risk-tesla-bitcoin-cathie-wood-coming\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKW":"ARK Next Generation Internation ETF","TSLA":"特斯拉","ARKG":"ARK Genomic Revolution ETF","GBTC":"Grayscale Bitcoin Trust","ARKK":"ARK Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKR":"Ark Restaurants Corp"},"source_url":"https://www.zerohedge.com/markets/build-me-ark-tsunami-risk-tesla-bitcoin-cathie-wood-coming","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105841550","content_text":"Summary:\n\n In today's equity update we are following up on our\n analysis of the Tesla-Bitcoin-Ark risk clustershowing an updated positions analysis, cross-correlations in the flagship Ark Innovation ETF, and an drawdown analysis. Yesterday, was another bad session for this risk cluster and Ark Invest had a day with outflows across all their ETFs highlighting that risk sentiment has changed. With the founder's bold move to increase the position in Tesla during the week the risk has gone up that this risk cluster could turn into an ugly forced selling dynamic causing pain in not only Tesla, Bitcoin, and Ark funds, but also US biotechnology stocks where Ark Invest is a major holder with high ownership in selected names.\n\nA little over a month ago we first flagged the Tesla-Bitcoin-Ark risk cluster as something to take note off as short-term correlation between Tesla and Bitcoin was shooting up. A survey from Charles Schwab also confirmed our suspicion that there is a big overlap as these two instruments are among the top five holdings by millennials. Our analysis quickly led us to Ark Invest with its famous Ark Innovation ETF which had a big position in Tesla and its charismatic founder Cathie Wood is a big believer in the so-called disruptive innovation culture of Silicon Valley. This class of people believe firmly in technology as mainly good for society in all its aspects and that Bitcoin is a protection against future wealth confiscation which is most likely inevitable due to historically high wealth inequality.\nThis disruptive innovation culture is powerful. It is presented by some of the wealthiest people of this planet. Endless presentation about innovation and institutions like the Singularity University promote these views. Behind Bitcoin you find a huge online marketing machine sucking ordinary people into the game. Recently wealthy people such as Elon Musk has openly supported Bitcoin, first in writing and later in action adding $1.5bn to Tesla’s balance sheet and thereby significantly increasing its earnings volatility. The triangle of Tesla-Bitcoin-Ark and their respective momentum has reinforced each other creating a positive feedback loop luring more investors into these instruments. As we have seen this week the ‘tower of risk’ is beginning to show cracks.\nArk position update and Cathie Wood’s bold move and the risk to biotechnology\nThis week Tesla-Bitcoin-Ark all came under pressure from negative voices in governments over Bitcoin and beginning noise over real competition for Tesla in the coming years. The risk cluster was clearly moving together, and correlations started rising. On Tuesday, volatility picked up across the board and at one point Cathie Wood felt it was necessary to go public supporting her funds and said that she had increased their position in Tesla using big numbers in the future to justify increasing the risk. This is a bold move, but it increases the risk considerably. When you are at risk of seeing sizeable outflows, you should start reducing the most illiquid positions first while you can control the situation. Because if you are forced to do it by redemptions the game changes dramatically.\nThe tables below show updated Ark Invest positions as of yesterday’s close. There are still 26 stocks where Ark Invest holds more than 10% of the outstanding shares. This could become a serious problem if Ark Invest is suddenly caught in a negative feedback loop together with Tesla and Bitcoin. But also note how US biotechnology stocks are overrepresented in this list of stocks with high ownership in percentage of outstanding shares. If Ark Invest suddenly experience across the board outflows, like it did yesterday, then they can suddenly be the forced seller in US biotechnology stocks where they are the whale. This could cascade into the overall US biotechnology segment although the group is diverse.\nStocks held by Ark Invest funds with combined ownership above 10% of outstanding shares\nSource: Ark Invest, Bloomberg, and Saxo Group\nThe table below shows the largest positions across all funds. Here Tesla has now jumped to 7% of AUM and the first five positions now account for 21.6% of AUM. The five biggest stocks are Tesla, Teladoc Health, Square, Roku, and Baidu. Square just recently reported disappointing Q4 earnings and announced the purchase of $170mn of Bitcoin increasing the risk and feedback loop further in this risk cluster. In the Ark Innovation ETF itself, Tesla is now 10.2% of assets and together with Roku (6%) and Square (5.4%) these three stocks represent 21.6% of assets. If you look at the 10 largest positions in the Ark Innovation ETF then the red thread is that they all come with very high equity valuations and thus low implied equity risk premiums. They are all also mostly equity financed, except for Tesla, which means that the WACC, cost of capital, predominantly come from the cost of equity. With low implied equity risk premiums, the risk-free rate dominates much more than for a company such as say Microsoft or Apple. This means that the rising interest rates could suddenly cause a huge shift in equity valuations. Not because the future is different but because the cost of capital has changed.\nTop positions in terms of Ark Invest AUM across all funds\nSource: Ark Invest, Bloomberg, and Saxo Group\nCorrelations on the rise and drawdown outlier\nThe best sign of risk going haywire is always fast rising cross-correlations whether it is on asset classes or single stocks. The chart below shows the 10-day moving cross-correlation in the Ark Innovation ETF since early 2020. It has recently moved to around 0.6 and while it is not a new record the direction is up and has been fast coming from only 0.2 from a few weeks ago. The next week will be critical for the Tesla-Bitcoin-Ark risk cluster as negative feedback loops can be violent and very unpredictable in their outcome.\nSource: Bloomberg and Saxo Group\nAnother way of looking at risk is by plotting Ark Innovation ETF drawdowns against that of Nasdaq 100 since December 2015.The ETF has typically experienced a drawdown that is 1.22 times larger than that of Nasdaq 100. As of yesterday, the ratio stands at 2.44 and thus illustrates that something idiosyncratic is taking place at Ark Innovation ETF.\nIf outflows continue today and Tesla comes under pressure again then this indicator could very well hit a new record in terms of being an outlier signaling a negative feedback loop on risk has started.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}