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IamZhong

IamZhong

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2021-12-29

$tlry [What]

抱歉，原内容已删除

2021-12-28

Then.. whats the point.. can eat?

Didi bars employees from selling shares indefinitely - FT

2021-12-23

Yayaya

5 Red Flags for Palantir's Future

2021-12-23

$Tilray Inc.(TLRY)$when is approval?

2021-12-20

What a total fake piece of news

抱歉，原内容已删除

2021-12-19

Wow 10 yrs.. truly a fool's article..

3 Stocks That Could Be Worth More Than Apple by 2035

2021-12-18

Tencents? Provided it is not sabotaged by political reasons.

Top 10 Metaverse Stocks in META, the World's First Metaverse ETF

2021-12-17

$Tilray Inc.(TLRY)$果然speculative stock

2021-12-17

$Palantir Technologies Inc.(PLTR)$come on!

2021-11-25

Then is time to sell the other way round?

Apple Stock: Analysts Change Tune, See Strong iPhone Results

2021-11-25

This news going on for some time..

Worried About A Market Crash? Here Are 3 Things You Can Do

2021-11-24

Hahahha

Palantir Stock: A Fairy-Tale Valuation

2021-11-24

Fool.com mention nio how many times alr?

2 Top Electric Vehicle Stocks to Buy for the Long Haul

2021-11-20

$GrowGeneration Corp.(GRWG)$$Nano Dimension(NNDM)$$DermTech, Inc.(DMTK)$i closed my positions in these growth stocks post market today. sick.

2021-11-20

$Nano Dimension(NNDM)$goodbye

2021-11-19

$GrowGeneration Corp.(GRWG)$very disappointed. 看走眼。

2021-11-16

Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?

Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%

2021-11-11

$GrowGeneration Corp.(GRWG)$how much do you want to drop today, after your report (regardless good or bad)?

2021-11-10

Okokok

Don't Get Too Comfortable: The Crash May Be Coming

2021-11-10

$DermTech, Inc.(DMTK)$已经没希望了。

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[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696560973","repostId":"1161513507","repostType":4,"isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696112507,"gmtCreate":1640649536719,"gmtModify":1640649537114,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Then.. whats the point.. can eat?","listText":"Then.. whats the point.. can eat?","text":"Then.. whats the point.. can eat?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/696112507","repostId":"2194101666","repostType":2,"repost":{"id":"2194101666","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1640649070,"share":"https://www.laohu8.com/m/news/2194101666?lang=&edition=full","pubTime":"2021-12-28 07:51","market":"us","language":"en","title":"Didi bars employees from selling shares indefinitely - FT","url":"https://stock-news.laohu8.com/highlight/detail?id=2194101666","media":"Reuters","summary":"(Reuters) - Chinese ride-hailing giant Didi Global Inc has barred current and former employees from ","content":"<p>(Reuters) - Chinese ride-hailing giant Didi Global Inc has barred current and former employees from selling shares of the company indefinitely, the Financial Times reported on Monday, citing people familiar with the matter.</p>\n<p>The 180-day lock-up period post the company's initial public offering during which current and former staff were not permitted to sell shares was supposed to end on Dec. 27, but the prohibition has been extended without a new end date, the report said.</p>\n<p>Employees will not be able to sell shares until after the company has listed in Hong Kong, according to the report.</p>\n<p>Didi did not immediately respond to a Reuters request for comment.</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\" 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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\">\nDidi bars employees from selling shares indefinitely - FT\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-28 07:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Reuters) - Chinese ride-hailing giant Didi Global Inc has barred current and former employees from selling shares of the company indefinitely, the Financial Times reported on Monday, citing people familiar with the matter.</p>\n<p>The 180-day lock-up period post the company's initial public offering during which current and former staff were not permitted to sell shares was supposed to end on Dec. 27, but the prohibition has been extended without a new end date, the report said.</p>\n<p>Employees will not be able to sell shares until after the company has listed in Hong Kong, according to the report.</p>\n<p>Didi did not immediately respond to a Reuters request for comment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4539":"次新股","BK4526":"热门中概股","DIDI":"滴滴(已退市)","BK4561":"索罗斯持仓","BK4535":"淡马锡持仓","BK4022":"陆运","BK4505":"高瓴资本持仓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194101666","content_text":"(Reuters) - Chinese ride-hailing giant Didi Global Inc has barred current and former employees from selling shares of the company indefinitely, the Financial Times reported on Monday, citing people familiar with the matter.\nThe 180-day lock-up period post the company's initial public offering during which current and former staff were not permitted to sell shares was supposed to end on Dec. 27, but the prohibition has been extended without a new end date, the report said.\nEmployees will not be able to sell shares until after the company has listed in Hong Kong, according to the report.\nDidi did not immediately respond to a Reuters request for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698040581,"gmtCreate":1640268502750,"gmtModify":1640268517690,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Yayaya","listText":"Yayaya","text":"Yayaya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698040581","repostId":"2193146721","repostType":2,"repost":{"id":"2193146721","kind":"highlight","pubTimestamp":1640265900,"share":"https://www.laohu8.com/m/news/2193146721?lang=&edition=full","pubTime":"2021-12-23 21:25","market":"us","language":"en","title":"5 Red Flags for Palantir's Future","url":"https://stock-news.laohu8.com/highlight/detail?id=2193146721","media":"Motley Fool","summary":"The data mining firm's stock has dropped to a 52-week low for five reasons.","content":"<p>Last September, I bought a large position in <b>Palantir Technologies</b> (NYSE:PLTR)&nbsp;at just under $10 per share after it went public through a direct listing. The market's interest in the data mining firm was muted at first, but its stock skyrocketed to $45 per share during the Reddit-fueled rally in late January.</p>\n<p>I sold a third of my position at the time to take out my original investment, then held on to the rest as Palantir's stock tumbled back to the high teens. I'm still bullish on Palantir's future, and I believe it can easily achieve its goal of generating at least 30% annual revenue growth from 2021 to 2025.</p>\n<p>That being said, I think it's still important for bullish investors to recognize Palantir's weaknesses. So today, I'll take a look at five red flags that might limit Palantir's near-term gains.</p>\n<h2>1. All that red ink</h2>\n<p>Palantir generated $1.09 billion in revenue in 2020, but it posted a whopping net loss of $1.17 billion.</p>\n<p>In the first nine months of 2021, its revenue rose 44% year over year to $1.11 billion, while its net loss narrowed from $1.02 billion to $364 million. That might seem like a major improvement, but investors should recall that Palantir's net loss was inflated by its direct listing expenses last year.</p>\n<p>If we look back at Palantir's history, the company has actually never been profitable since its inception 18 years ago. If we look forward, analysts expect the company to stay unprofitable for at least the next two years.</p>\n<h2>2. The rise of RAVEn</h2>\n<p>Palantir generates just over half of its revenue from government contracts. In its SEC filings, the company says its long-term goal is to make Gotham, its data mining platform, which serves dozens of government agencies, the \"default operating system for data across the U.S. government.\"</p>\n<p>But earlier this year, a leaked government document revealed that Immigration and Customs Enforcement (ICE) wanted to replace FALCON, the agency's customized version of Gotham, with a new in-house platform called RAVEn. ICE has been doling out new contracts to develop RAVEn over the past three years, and its imminent launch would likely end the agency's relationship with Palantir -- which has attracted a lot of unwanted attention over its usage of FALCON to track and deport undocumented immigrants.</p>\n<p>If other government agencies follow ICE's lead and adopt RAVEn or develop their own in-house data mining platforms, Palantir's government-facing business -- which already reported decelerating revenue growth over the past two quarters -- could face an unprecedented slowdown.</p>\n<h2>3. Its ongoing stock dilution</h2>\n<p>Palantir's number of weighted-average shares rose 70% year over year at the end of 2020 following its direct listing. In the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.</p>\n<p>Palantir's share count continues to rise because it relies heavily on its stock-based compensation (which consumed 55% of its revenue in the first nine months of 2021) to fund its operations in lieu of cash. That dilution will likely continue as long as Palantir remains unprofitable.</p>\n<h2>4. Its high valuation</h2>\n<p>That dilution will also prevent Palantir's high valuations from cooling off. With a market cap of $36 billion, Palantir is still valued at 24 times this year's sales. The bulls will argue that Palantir's target of generating more than 30% annual sales growth justifies that higher price-to-sales ratio, but it's easy to find stocks with comparable growth rates at lower valuations.</p>\n<p>For example, <b>C3.ai</b> (NYSE:AI), which provides AI algorithms to government and large enterprise customers, expects to generate 35%-36% sales growth this year -- but its stock trades at just 13 times that forecast.</p>\n<h2>5. Insiders are selling shares as its price declines</h2>\n<p>Over the past three months, Palantir's insiders sold 12.6 million shares while buying 11.8 million shares. That balance between sellers and buyers isn't too jarring, but Palantir's stock has also lost about a third of its value over the past three months, and is trading near its 52-week low.</p>\n<p>If a stock has dropped to a 52-week low, I'd like to see its insiders buy more shares than they're selling to consider it a potential turnaround play. Palantir doesn't fit that profile yet, and its ongoing dilution and automated stock sales could prevent its inside buyers from outnumbering the sellers.</p>\n<h2>Why I'm staying bullish on Palantir</h2>\n<p>Palantir faces a lot of challenges, and it could remain out of favor as inflation-related fears drive investors away from higher-growth tech stocks.</p>\n<p>But over the long term, I still expect Palantir to leverage its battle-hardened reputation to secure more government clients and expand its enterprise business. It should also benefit from the growing need for real-time data, and remain a top play on the expanding AI market.</p>\n<p>Therefore, investors who can stomach the near-term volatility should stick with Palantir. Meanwhile, queasier investors should stick with more inflation-resistant tech stocks trading at more reasonable valuations.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Red Flags for Palantir's Future</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\">\n5 Red Flags for Palantir's Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 21:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/23/5-red-flags-for-palantirs-future/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last September, I bought a large position in Palantir Technologies (NYSE:PLTR) at just under $10 per share after it went public through a direct listing. The market's interest in the data mining firm ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/23/5-red-flags-for-palantirs-future/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/12/23/5-red-flags-for-palantirs-future/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193146721","content_text":"Last September, I bought a large position in Palantir Technologies (NYSE:PLTR) at just under $10 per share after it went public through a direct listing. The market's interest in the data mining firm was muted at first, but its stock skyrocketed to $45 per share during the Reddit-fueled rally in late January.\nI sold a third of my position at the time to take out my original investment, then held on to the rest as Palantir's stock tumbled back to the high teens. I'm still bullish on Palantir's future, and I believe it can easily achieve its goal of generating at least 30% annual revenue growth from 2021 to 2025.\nThat being said, I think it's still important for bullish investors to recognize Palantir's weaknesses. So today, I'll take a look at five red flags that might limit Palantir's near-term gains.\n1. All that red ink\nPalantir generated $1.09 billion in revenue in 2020, but it posted a whopping net loss of $1.17 billion.\nIn the first nine months of 2021, its revenue rose 44% year over year to $1.11 billion, while its net loss narrowed from $1.02 billion to $364 million. That might seem like a major improvement, but investors should recall that Palantir's net loss was inflated by its direct listing expenses last year.\nIf we look back at Palantir's history, the company has actually never been profitable since its inception 18 years ago. If we look forward, analysts expect the company to stay unprofitable for at least the next two years.\n2. The rise of RAVEn\nPalantir generates just over half of its revenue from government contracts. In its SEC filings, the company says its long-term goal is to make Gotham, its data mining platform, which serves dozens of government agencies, the \"default operating system for data across the U.S. government.\"\nBut earlier this year, a leaked government document revealed that Immigration and Customs Enforcement (ICE) wanted to replace FALCON, the agency's customized version of Gotham, with a new in-house platform called RAVEn. ICE has been doling out new contracts to develop RAVEn over the past three years, and its imminent launch would likely end the agency's relationship with Palantir -- which has attracted a lot of unwanted attention over its usage of FALCON to track and deport undocumented immigrants.\nIf other government agencies follow ICE's lead and adopt RAVEn or develop their own in-house data mining platforms, Palantir's government-facing business -- which already reported decelerating revenue growth over the past two quarters -- could face an unprecedented slowdown.\n3. Its ongoing stock dilution\nPalantir's number of weighted-average shares rose 70% year over year at the end of 2020 following its direct listing. In the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.\nPalantir's share count continues to rise because it relies heavily on its stock-based compensation (which consumed 55% of its revenue in the first nine months of 2021) to fund its operations in lieu of cash. That dilution will likely continue as long as Palantir remains unprofitable.\n4. Its high valuation\nThat dilution will also prevent Palantir's high valuations from cooling off. With a market cap of $36 billion, Palantir is still valued at 24 times this year's sales. The bulls will argue that Palantir's target of generating more than 30% annual sales growth justifies that higher price-to-sales ratio, but it's easy to find stocks with comparable growth rates at lower valuations.\nFor example, C3.ai (NYSE:AI), which provides AI algorithms to government and large enterprise customers, expects to generate 35%-36% sales growth this year -- but its stock trades at just 13 times that forecast.\n5. Insiders are selling shares as its price declines\nOver the past three months, Palantir's insiders sold 12.6 million shares while buying 11.8 million shares. That balance between sellers and buyers isn't too jarring, but Palantir's stock has also lost about a third of its value over the past three months, and is trading near its 52-week low.\nIf a stock has dropped to a 52-week low, I'd like to see its insiders buy more shares than they're selling to consider it a potential turnaround play. Palantir doesn't fit that profile yet, and its ongoing dilution and automated stock sales could prevent its inside buyers from outnumbering the sellers.\nWhy I'm staying bullish on Palantir\nPalantir faces a lot of challenges, and it could remain out of favor as inflation-related fears drive investors away from higher-growth tech stocks.\nBut over the long term, I still expect Palantir to leverage its battle-hardened reputation to secure more government clients and expand its enterprise business. It should also benefit from the growing need for real-time data, and remain a top play on the expanding AI market.\nTherefore, investors who can stomach the near-term volatility should stick with Palantir. Meanwhile, queasier investors should stick with more inflation-resistant tech stocks trading at more reasonable valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691268377,"gmtCreate":1640209884550,"gmtModify":1640209884853,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>when is approval?","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>when is approval?","text":"$Tilray Inc.(TLRY)$when is approval?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691268377","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693850165,"gmtCreate":1640004977790,"gmtModify":1640004978139,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"What a total fake piece of news","listText":"What a total fake piece of news","text":"What a total fake piece of news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693850165","repostId":"2192184643","repostType":2,"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699796903,"gmtCreate":1639888875034,"gmtModify":1639891461329,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Wow 10 yrs.. truly a fool's article..","listText":"Wow 10 yrs.. truly a fool's article..","text":"Wow 10 yrs.. truly a fool's article..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699796903","repostId":"2192035909","repostType":2,"repost":{"id":"2192035909","kind":"highlight","pubTimestamp":1639886839,"share":"https://www.laohu8.com/m/news/2192035909?lang=&edition=full","pubTime":"2021-12-19 12:07","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Apple by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2192035909","media":"Motley Fool","summary":"These companies could eclipse the iPhone maker's market cap in the long run.","content":"<p><a href=\"https://laohu8.com/S/AAPL\"><b>Apple</b></a> is currently the world's most valuable&nbsp;company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ancillary products and services to drive growth.</p>\n<p>The tech giant generated a whopping $365.8 billion in revenue in fiscal 2021, an increase of 33% over the prior year. The fact that Apple is growing at an eye-popping pace despite being a mega-cap company is impressive, but it's not surprising as its products and services are in great demand. More importantly, Apple isn't resting on its laurels and is looking to push the envelope by seizing emerging tech trends and moving into new markets.</p>\n<p>As such, Apple is pulling several strings to ensure that it remains the world's most valuable company for a long time to come. However, the likes of <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a>, <a href=\"https://laohu8.com/S/ASML\"><b>ASML Holding</b> </a>, and <a href=\"https://laohu8.com/S/AMZN\"><b>Amazon</b> </a> could become more valuable than Apple by 2035, thanks to the fast-growing markets they operate in. Let's see why that may be the case.</p>\n<p>1. <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a></p>\n<p>Nvidia has a market cap&nbsp;of $707 billion. It is worth noting that the graphics card specialist's market cap has grown at a much faster pace than that of Apple's in the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/014d345dc7df797b4ee5e9f0e2288910\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>NVDA data by YCharts</p>\n<p>Nvidia shares have stepped on the gas since 2016. They have gone supersonic in the past couple of years as it has become clear that its graphics cards play an important role in powering several applications ranging from gaming consoles to personal computers to data centers and autonomous vehicles. The massive demand for Nvidia's graphics cards is evident from the company's recent results.</p>\n<p>The company has generated&nbsp;$19.3 billion in revenue in the first nine months of fiscal 2022, a jump of 65% over the prior-year period. Its adjusted earnings have increased 81% in the first nine months of the year to $3.12 per share. This terrific growth has been driven by two key catalysts -- gaming and data centers.</p>\n<p>Nvidia absolutely dominates these two markets. The company has an 83% share&nbsp;of discrete graphics cards that power gaming PCs, while its share of the booming data center accelerator market reportedly stood at 80.6% a&nbsp;year ago. The good part is that both these markets are expected to add billions of dollars of revenue in the future. The GPU (graphics processing unit) market, for instance, is expected to clock a 33% annual growth rate through 2028 and hit $246 billion in value, according to a third-party estimate.</p>\n<p>The use of GPUs as data-center accelerators is increasing&nbsp;at 42% a year, a pace that's expected to continue through 2027. Throw in budding catalysts such as the omniverse and self-driving cars, and it is easy to see why Nvidia's earnings are expected to increase&nbsp;at an annual pace of close to 40% for the next five years. That's way higher than Apple's projected earnings growth rate&nbsp;of 15% over the same period, which further indicates why Nvidia could be a solid candidate to overtake Apple's market cap in the next 15 years.</p>\n<p>2. <a href=\"https://laohu8.com/S/ASML\"><b>ASML Holding</b> </a></p>\n<p>Apple was unable to make enough iPhones and iPads last quarter due to supply chain constraints arising out of the global chip shortage, and that cost&nbsp;the tech giant $6 billion in revenue. ASML is <a href=\"https://laohu8.com/S/AONE.U\">one</a> company that could help get more chips into the hands of Apple and others that are suffering from a lack of chips on account of the semiconductor shortage.</p>\n<p>This is probably one of the reasons why ASML stock has been a top performer in 2021 and has outpaced Apple's gains by a significant margin this year.</p>\n<p><img src=\"https://static.tigerbbs.com/6aab71d6833e529191334d42cac0289f\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AAPL data by YCharts</p>\n<p>It won't be surprising to see this trend continue as the demand for ASML's machines that help foundries make chips has gone through the roof. Net bookings for ASML's machines increased&nbsp;to 6.2 billion euros in the third quarter of 2021, more than double as compared to net bookings of 2.87 billion euros in the year-ago period.</p>\n<p>The Dutch giant reported a 32% increase in revenue during the quarter to 5.24 billion euros. The fact that ASML's bookings increased at a faster pace than the actual revenue indicates that it can sustain its impressive top-line growth by fulfilling more of its orders and turning the backlog into actual sales. The company is on track to finish 2021 with 35% revenue growth, and Wall Street's estimates suggest that it can keep growing at such an impressive pace for a long time to come.</p>\n<p>Venture capital firm Air Street Capital estimates that ASML could hit $500 billion in market cap next year, which would be a huge jump over its current market cap of $311 billion. What's more, ASML's earnings are expected&nbsp;to grow at almost 30% a year for the next five years, which is double Apple's projected growth.</p>\n<p>ASML seems to be in a solid position to deliver on Wall Street's forecasts as the semiconductor market is expected to generate&nbsp;$1 trillion in revenue by 2030, a big jump from 2018 levels of $466 billion. Foundries would need to spend more money on equipment to cater to the huge demand, and this could supercharge ASML in the long run as it is the biggest player in the market for photolithography machines.</p>\n<p>3. <a href=\"https://laohu8.com/S/AMZN\"><b>Amazon</b> </a></p>\n<p>Amazon is yet another stock that has easily outpaced Apple's gains in the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/e823ea95df1ad4c8e9cc5d870dc478b7\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AAPL data by YCharts</p>\n<p>Amazon's focus on diversifying itself from a vanilla e-commerce company into a leading provider of cloud computing services, video streaming, music streaming, and on dominating the markets it operates in has helped the company grow at an eye-popping pace and hit a market cap&nbsp;of $1.7 trillion. This tech stock is expected to keep up its tremendous growth in the coming years, with earnings expected&nbsp;to increase at a compound annual growth rate of 36%.</p>\n<p>Again, this is much higher than Apple's projected growth rate. That's because Amazon is on track to take advantage of several fast-growing end markets. For instance, the company's Amazon Web Services (AWS) cloud computing division holds&nbsp;a 32% share of the $150 billion cloud infrastructure market. Third-party estimates peg the size of the global cloud computing market&nbsp;at $927 billion by 2027, which should ensure a high pace of growth in the AWS segment.</p>\n<p>Amazon's AWS revenue had jumped&nbsp;39% year over year in the third quarter to $16 billion, outpacing the growth in the e-commerce segments. Meanwhile, Amazon holds 40% of the U.S. e-commerce market that's expected to hit $8 trillion in revenue by 2030. All this indicates that the company's top line could jump big time in the coming years compared to its trailing-12-month revenue&nbsp;of $458 billion.</p>\n<p>As such, Amazon stock could continue to be a better growth pick than Apple in the next decade and beyond. It may eventually eclipse the iPhone maker's market cap in the long run, considering its much faster pace of growth.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks That Could Be Worth More Than Apple by 2035</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\">\n3 Stocks That Could Be Worth More Than Apple by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 12:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is currently the world's most valuable company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4566":"资本集团","BK4507":"流媒体概念","BK4527":"明星科技股","BK4505":"高瓴资本持仓","AAPL":"苹果","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念"},"source_url":"https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192035909","content_text":"Apple is currently the world's most valuable company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ancillary products and services to drive growth.\nThe tech giant generated a whopping $365.8 billion in revenue in fiscal 2021, an increase of 33% over the prior year. The fact that Apple is growing at an eye-popping pace despite being a mega-cap company is impressive, but it's not surprising as its products and services are in great demand. More importantly, Apple isn't resting on its laurels and is looking to push the envelope by seizing emerging tech trends and moving into new markets.\nAs such, Apple is pulling several strings to ensure that it remains the world's most valuable company for a long time to come. However, the likes of Nvidia , ASML Holding , and Amazon  could become more valuable than Apple by 2035, thanks to the fast-growing markets they operate in. Let's see why that may be the case.\n1. Nvidia \nNvidia has a market cap of $707 billion. It is worth noting that the graphics card specialist's market cap has grown at a much faster pace than that of Apple's in the past decade.\n\nNVDA data by YCharts\nNvidia shares have stepped on the gas since 2016. They have gone supersonic in the past couple of years as it has become clear that its graphics cards play an important role in powering several applications ranging from gaming consoles to personal computers to data centers and autonomous vehicles. The massive demand for Nvidia's graphics cards is evident from the company's recent results.\nThe company has generated $19.3 billion in revenue in the first nine months of fiscal 2022, a jump of 65% over the prior-year period. Its adjusted earnings have increased 81% in the first nine months of the year to $3.12 per share. This terrific growth has been driven by two key catalysts -- gaming and data centers.\nNvidia absolutely dominates these two markets. The company has an 83% share of discrete graphics cards that power gaming PCs, while its share of the booming data center accelerator market reportedly stood at 80.6% a year ago. The good part is that both these markets are expected to add billions of dollars of revenue in the future. The GPU (graphics processing unit) market, for instance, is expected to clock a 33% annual growth rate through 2028 and hit $246 billion in value, according to a third-party estimate.\nThe use of GPUs as data-center accelerators is increasing at 42% a year, a pace that's expected to continue through 2027. Throw in budding catalysts such as the omniverse and self-driving cars, and it is easy to see why Nvidia's earnings are expected to increase at an annual pace of close to 40% for the next five years. That's way higher than Apple's projected earnings growth rate of 15% over the same period, which further indicates why Nvidia could be a solid candidate to overtake Apple's market cap in the next 15 years.\n2. ASML Holding \nApple was unable to make enough iPhones and iPads last quarter due to supply chain constraints arising out of the global chip shortage, and that cost the tech giant $6 billion in revenue. ASML is one company that could help get more chips into the hands of Apple and others that are suffering from a lack of chips on account of the semiconductor shortage.\nThis is probably one of the reasons why ASML stock has been a top performer in 2021 and has outpaced Apple's gains by a significant margin this year.\n\nAAPL data by YCharts\nIt won't be surprising to see this trend continue as the demand for ASML's machines that help foundries make chips has gone through the roof. Net bookings for ASML's machines increased to 6.2 billion euros in the third quarter of 2021, more than double as compared to net bookings of 2.87 billion euros in the year-ago period.\nThe Dutch giant reported a 32% increase in revenue during the quarter to 5.24 billion euros. The fact that ASML's bookings increased at a faster pace than the actual revenue indicates that it can sustain its impressive top-line growth by fulfilling more of its orders and turning the backlog into actual sales. The company is on track to finish 2021 with 35% revenue growth, and Wall Street's estimates suggest that it can keep growing at such an impressive pace for a long time to come.\nVenture capital firm Air Street Capital estimates that ASML could hit $500 billion in market cap next year, which would be a huge jump over its current market cap of $311 billion. What's more, ASML's earnings are expected to grow at almost 30% a year for the next five years, which is double Apple's projected growth.\nASML seems to be in a solid position to deliver on Wall Street's forecasts as the semiconductor market is expected to generate $1 trillion in revenue by 2030, a big jump from 2018 levels of $466 billion. Foundries would need to spend more money on equipment to cater to the huge demand, and this could supercharge ASML in the long run as it is the biggest player in the market for photolithography machines.\n3. Amazon \nAmazon is yet another stock that has easily outpaced Apple's gains in the past decade.\n\nAAPL data by YCharts\nAmazon's focus on diversifying itself from a vanilla e-commerce company into a leading provider of cloud computing services, video streaming, music streaming, and on dominating the markets it operates in has helped the company grow at an eye-popping pace and hit a market cap of $1.7 trillion. This tech stock is expected to keep up its tremendous growth in the coming years, with earnings expected to increase at a compound annual growth rate of 36%.\nAgain, this is much higher than Apple's projected growth rate. That's because Amazon is on track to take advantage of several fast-growing end markets. For instance, the company's Amazon Web Services (AWS) cloud computing division holds a 32% share of the $150 billion cloud infrastructure market. Third-party estimates peg the size of the global cloud computing market at $927 billion by 2027, which should ensure a high pace of growth in the AWS segment.\nAmazon's AWS revenue had jumped 39% year over year in the third quarter to $16 billion, outpacing the growth in the e-commerce segments. Meanwhile, Amazon holds 40% of the U.S. e-commerce market that's expected to hit $8 trillion in revenue by 2030. All this indicates that the company's top line could jump big time in the coming years compared to its trailing-12-month revenue of $458 billion.\nAs such, Amazon stock could continue to be a better growth pick than Apple in the next decade and beyond. It may eventually eclipse the iPhone maker's market cap in the long run, considering its much faster pace of growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699850497,"gmtCreate":1639784372829,"gmtModify":1639792862109,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Tencents? Provided it is not sabotaged by political reasons.","listText":"Tencents? Provided it is not sabotaged by political reasons.","text":"Tencents? Provided it is not sabotaged by political reasons.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699850497","repostId":"2192597562","repostType":4,"repost":{"id":"2192597562","kind":"highlight","pubTimestamp":1639752981,"share":"https://www.laohu8.com/m/news/2192597562?lang=&edition=full","pubTime":"2021-12-17 22:56","market":"us","language":"en","title":"Top 10 Metaverse Stocks in META, the World's First Metaverse ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=2192597562","media":"Motley Fool","summary":"The Roundhill Ball Metaverse ETF's five largest holdings are Nvidia, Roblox, Microsoft, Meta Platforms, and Unity Software.","content":"<p>Investors are abuzz about the metaverse. This term catapulted into the mainstream in late October when the social media giant formerly known as Facebook announced it was changing its corporate name to <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (NASDAQ:FB) to reflect its focus on the metaverse.</p>\n<p>The metaverse, which is essentially a melding of the physical and virtual worlds, is widely viewed as the next evolution of the internet. Market size projections for the metaverse vary widely, so suffice it to say this space is poised to be massive.</p>\n<p>Let's take a look at the <b><a href=\"https://laohu8.com/S/META\">Roundhill Ball Metaverse ETF</a> </b>(NYSEMKT:META), the world's first metaverse exchange-traded fund (ETF). You might decide that one or more of this ETF's holdings are worth further exploration or that you want to buy the ETF itself.</p>\n<h2>Roundhill Ball Metaverse ETF: Performance and the basics</h2>\n<p>This ETF only began trading on June 30, 2021, so it's too soon to make any judgments about its performance. That said, since its inception, it's down 2.1% through Dec. 16. This performance lags that of the broader market, as the <b>S&amp;P 500 </b>index has returned 9.5% and the tech-heavy <b>Nasdaq Composite</b> has gained 4.7% over this period.</p>\n<p>The Roundhill Ball Metaverse ETF is an index fund that's designed to track the performance of the Ball Metaverse Index, which consists of a portfolio of worldwide companies involved in the metaverse. It had 40 holdings as of Dec. 16. The fund is rebalanced quarterly and has an expense ratio of 0.75%, which is moderately reasonable.</p>\n<p>This ETF is far from a pure play on the metaverse, as its holdings are mostly huge companies that are involved in multiple businesses.</p>\n<h2>Roundhill Ball Metaverse ETF: Top 10 stock holdings</h2>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Holding No.&nbsp;</b></p></th>\n   <th><p><b>&nbsp;Company</b></p></th>\n   <th><p><b>Market Cap&nbsp;</b></p></th>\n   <th><p>Wall Street's Projected Annualized EPS Growth Over Next 5 Years</p></th>\n   <th><p><b>Weight (% of Portfolio)</b></p></th>\n   <th><p><b>YTD 2021 Return&nbsp;</b></p></th>\n  </tr>\n </thead>\n <thead></thead>\n <tbody>\n  <tr>\n   <td width=\"101\"><p>1</p></td>\n   <td width=\"198\"><p><b>Nvidia </b>(NASDAQ:NVDA)</p></td>\n   <td width=\"108\"><p>$710 billion</p></td>\n   <td>39.4%</td>\n   <td width=\"102\"><p>10.6%</p></td>\n   <td width=\"108\"><p>118%</p></td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>2</p></td>\n   <td width=\"198\"><p><b>Roblox </b>(NYSE:RBLX)</p></td>\n   <td width=\"108\"><p>$55 billion</p></td>\n   <td>N/A</td>\n   <td width=\"102\"><p>8.6%</p></td>\n   <td width=\"108\"><p>N/A*</p></td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>3</p></td>\n   <td width=\"198\"><p><b>Microsoft </b>(NASDAQ:MSFT)</p></td>\n   <td width=\"108\"><p>$2.4 trillion</p></td>\n   <td>16.5%</td>\n   <td width=\"102\">7.7%</td>\n   <td width=\"108\">47.3%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>4</p></td>\n   <td width=\"198\"><p><b>Meta Platforms</b></p></td>\n   <td width=\"108\"><p>$932 billion</p></td>\n   <td>21.4%</td>\n   <td width=\"102\">6.6%</td>\n   <td width=\"108\">22.6%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>5</p></td>\n   <td width=\"198\"><p><b>Unity Software </b>(NYSE:U)</p></td>\n   <td width=\"108\"><p>$38 billion</p></td>\n   <td>N/A</td>\n   <td width=\"102\">4.9%</td>\n   <td width=\"108\">(13%)</td>\n  </tr>\n  <tr>\n   <td><p>6</p></td>\n   <td><p><b>Apple</b></p></td>\n   <td>$2.8 trillion</td>\n   <td>15.7%</td>\n   <td>4.2%</td>\n   <td>30.6%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>7</p></td>\n   <td width=\"198\"><p><b>Amazon.com</b></p></td>\n   <td width=\"108\"><p>$1.7 trillion</p></td>\n   <td>36%</td>\n   <td width=\"102\">4.2%</td>\n   <td width=\"108\">3.7%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>8</p></td>\n   <td width=\"198\"><p><b>Autodesk</b></p></td>\n   <td width=\"108\"><p>$59 billion</p></td>\n   <td>28.8%</td>\n   <td width=\"102\">4.1%</td>\n   <td width=\"108\">(11.7%)</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>9</p></td>\n   <td width=\"198\"><p><b>Qualcomm</b></p></td>\n   <td width=\"108\"><p>$200 billion</p></td>\n   <td>25.6%</td>\n   <td width=\"102\">3.9%</td>\n   <td width=\"108\">19.1%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>10</p></td>\n   <td width=\"198\"><p><b>Tencent Holdings</b></p></td>\n   <td width=\"108\"><p>$545 billion</p></td>\n   <td>3.7%</td>\n   <td width=\"102\"><p>3.9%</p></td>\n   <td width=\"108\">(20.8%)</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>Total Top 10</p></td>\n   <td width=\"198\"><p>N/A</p></td>\n   <td width=\"108\"><p>N/A</p></td>\n   <td>N/A</td>\n   <td width=\"102\"><p>58.7%</p></td>\n   <td width=\"108\"><p>N/A</p></td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>N/A</p></td>\n   <td width=\"198\"><p><b>S&amp;P 500</b> / <b>Nasdaq Composite Indexes</b></p></td>\n   <td width=\"108\"><p>N/A</p></td>\n   <td>N/A</td>\n   <td width=\"102\"><p>N/A</p></td>\n   <td width=\"108\">26% / 17.8%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data sources: Roundhill Ball Metaverse ETF, Yahoo! Finance, and YCharts. EPS = earnings per share. YTD = year to date. *Roblox went public via a direct listing on March 10, 2021; its stock is up 47.6% from the opening price on the first trading day. Data to Dec. 16, 2021.</p>\n<p>Below is a brief look at how the top five companies in this ETF are involved in the metaverse.</p>\n<p>Nvidia is a \"pick-and-shovel\" play on the metaverse. That is, the computer gaming and tech giant provides the tools other companies need to create their own metaverses. Most notable among these tools is its recently launched Omniverse platform. The \"Omniverse brings together Nvidia's expertise in AI [artificial intelligence], simulation, graphics, and computing infrastructure,\" CEO Jensen Huang said last month in the company's release of its stellar fiscal third-quarter results.</p>\n<p>Roblox (No. 2) and Unity Software (No. 5) are gaming engines that can be used to create virtual worlds. They're both relatively new to the public markets: Roblox went public in March 2021 via a direct listing on the New York Stock Exchange and Unity held its initial public offering (IPO) in September 2020. Both companies are rapidly growing revenue, but neither is profitable from an accounting standpoint.</p>\n<p>Microsoft has been building Mesh, its mixed-reality platform that will power Microsoft Teams and other applications. Users will be able to access Mesh on the company's enterprise-focused augmented-reality headset HoloLens 2, as well as virtual reality (VR) headsets, mobile phones, tablets, or PCs using any Mesh-enabled app.</p>\n<p>Last week, Meta Platforms took its first leap into the metaverse via its public launch of Horizon Worlds to adults in the U.S. and Canada. Horizon Worlds is a free social VR platform in which users equipped with the company's Oculus Quest 2 VR headsets can interact.</p>\n<h2>A solid way to invest in the metaverse</h2>\n<p>The Roundhill Ball Metaverse ETF looks like a solid way for investors to get exposure to the metaverse. The drawback of ETFs is the same as their advantage: diversification. Indeed, investors willing to do some work and select individual stocks should have a decent shot at outperforming this fund.</p>\n<p>If you're looking for a larger company that's profitable, it's probably hard to go wrong with Nvidia, Microsoft, Amazon, or Apple. Meta Platforms (the former Facebook) isn't as good a bet. It has higher regulatory risk than the other big U.S.-based tech companies, in my view. Moreover, it has nearly all its (revenue) eggs in one basket because it generates almost all of its revenue from digital advertising.</p>\n<p>Risk-averse investors should steer clear of Tencent Holdings because it's headquartered in China. The Chinese government has been cracking down on tech companies, making their regulatory risk high.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Metaverse Stocks in META, the World's First Metaverse ETF</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop 10 Metaverse Stocks in META, the World's First Metaverse ETF\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 22:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/17/invest-in-metaverse-stocks-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are abuzz about the metaverse. This term catapulted into the mainstream in late October when the social media giant formerly known as Facebook announced it was changing its corporate name to...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/17/invest-in-metaverse-stocks-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4565":"NFT概念","BK4528":"SaaS概念","IPO":"Renaissance IPO ETF","BK4516":"特朗普概念","BK4023":"应用软件","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","RBLX":"Roblox Corporation","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4508":"社交媒体","BK4524":"宅经济概念","BK4535":"淡马锡持仓","MSFT":"微软","BK4538":"云计算","BK4077":"互动媒体与服务","BK4543":"AI","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4097":"系统软件","BK4547":"WSB热门概念","VR":"GLOBAL X METAVERSE ETF","NVDA":"英伟达","BK4504":"桥水持仓","BK4085":"互动家庭娱乐","BK4549":"软银资本持仓","U":"Unity Software Inc.","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2021/12/17/invest-in-metaverse-stocks-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192597562","content_text":"Investors are abuzz about the metaverse. This term catapulted into the mainstream in late October when the social media giant formerly known as Facebook announced it was changing its corporate name to Meta Platforms (NASDAQ:FB) to reflect its focus on the metaverse.\nThe metaverse, which is essentially a melding of the physical and virtual worlds, is widely viewed as the next evolution of the internet. Market size projections for the metaverse vary widely, so suffice it to say this space is poised to be massive.\nLet's take a look at the Roundhill Ball Metaverse ETF (NYSEMKT:META), the world's first metaverse exchange-traded fund (ETF). You might decide that one or more of this ETF's holdings are worth further exploration or that you want to buy the ETF itself.\nRoundhill Ball Metaverse ETF: Performance and the basics\nThis ETF only began trading on June 30, 2021, so it's too soon to make any judgments about its performance. That said, since its inception, it's down 2.1% through Dec. 16. This performance lags that of the broader market, as the S&P 500 index has returned 9.5% and the tech-heavy Nasdaq Composite has gained 4.7% over this period.\nThe Roundhill Ball Metaverse ETF is an index fund that's designed to track the performance of the Ball Metaverse Index, which consists of a portfolio of worldwide companies involved in the metaverse. It had 40 holdings as of Dec. 16. The fund is rebalanced quarterly and has an expense ratio of 0.75%, which is moderately reasonable.\nThis ETF is far from a pure play on the metaverse, as its holdings are mostly huge companies that are involved in multiple businesses.\nRoundhill Ball Metaverse ETF: Top 10 stock holdings\n\n\n\nHolding No. \n Company\nMarket Cap \nWall Street's Projected Annualized EPS Growth Over Next 5 Years\nWeight (% of Portfolio)\nYTD 2021 Return \n\n\n\n\n\n1\nNvidia (NASDAQ:NVDA)\n$710 billion\n39.4%\n10.6%\n118%\n\n\n2\nRoblox (NYSE:RBLX)\n$55 billion\nN/A\n8.6%\nN/A*\n\n\n3\nMicrosoft (NASDAQ:MSFT)\n$2.4 trillion\n16.5%\n7.7%\n47.3%\n\n\n4\nMeta Platforms\n$932 billion\n21.4%\n6.6%\n22.6%\n\n\n5\nUnity Software (NYSE:U)\n$38 billion\nN/A\n4.9%\n(13%)\n\n\n6\nApple\n$2.8 trillion\n15.7%\n4.2%\n30.6%\n\n\n7\nAmazon.com\n$1.7 trillion\n36%\n4.2%\n3.7%\n\n\n8\nAutodesk\n$59 billion\n28.8%\n4.1%\n(11.7%)\n\n\n9\nQualcomm\n$200 billion\n25.6%\n3.9%\n19.1%\n\n\n10\nTencent Holdings\n$545 billion\n3.7%\n3.9%\n(20.8%)\n\n\nTotal Top 10\nN/A\nN/A\nN/A\n58.7%\nN/A\n\n\nN/A\nS&P 500 / Nasdaq Composite Indexes\nN/A\nN/A\nN/A\n26% / 17.8%\n\n\n\nData sources: Roundhill Ball Metaverse ETF, Yahoo! Finance, and YCharts. EPS = earnings per share. YTD = year to date. *Roblox went public via a direct listing on March 10, 2021; its stock is up 47.6% from the opening price on the first trading day. Data to Dec. 16, 2021.\nBelow is a brief look at how the top five companies in this ETF are involved in the metaverse.\nNvidia is a \"pick-and-shovel\" play on the metaverse. That is, the computer gaming and tech giant provides the tools other companies need to create their own metaverses. Most notable among these tools is its recently launched Omniverse platform. The \"Omniverse brings together Nvidia's expertise in AI [artificial intelligence], simulation, graphics, and computing infrastructure,\" CEO Jensen Huang said last month in the company's release of its stellar fiscal third-quarter results.\nRoblox (No. 2) and Unity Software (No. 5) are gaming engines that can be used to create virtual worlds. They're both relatively new to the public markets: Roblox went public in March 2021 via a direct listing on the New York Stock Exchange and Unity held its initial public offering (IPO) in September 2020. Both companies are rapidly growing revenue, but neither is profitable from an accounting standpoint.\nMicrosoft has been building Mesh, its mixed-reality platform that will power Microsoft Teams and other applications. Users will be able to access Mesh on the company's enterprise-focused augmented-reality headset HoloLens 2, as well as virtual reality (VR) headsets, mobile phones, tablets, or PCs using any Mesh-enabled app.\nLast week, Meta Platforms took its first leap into the metaverse via its public launch of Horizon Worlds to adults in the U.S. and Canada. Horizon Worlds is a free social VR platform in which users equipped with the company's Oculus Quest 2 VR headsets can interact.\nA solid way to invest in the metaverse\nThe Roundhill Ball Metaverse ETF looks like a solid way for investors to get exposure to the metaverse. The drawback of ETFs is the same as their advantage: diversification. Indeed, investors willing to do some work and select individual stocks should have a decent shot at outperforming this fund.\nIf you're looking for a larger company that's profitable, it's probably hard to go wrong with Nvidia, Microsoft, Amazon, or Apple. Meta Platforms (the former Facebook) isn't as good a bet. It has higher regulatory risk than the other big U.S.-based tech companies, in my view. Moreover, it has nearly all its (revenue) eggs in one basket because it generates almost all of its revenue from digital advertising.\nRisk-averse investors should steer clear of Tencent Holdings because it's headquartered in China. The Chinese government has been cracking down on tech companies, making their regulatory risk high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699318086,"gmtCreate":1639748491316,"gmtModify":1639748491645,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>果然speculative stock","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>果然speculative stock","text":"$Tilray Inc.(TLRY)$果然speculative stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699318086","isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699086623,"gmtCreate":1639722749908,"gmtModify":1639722750247,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>come on!","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>come on!","text":"$Palantir Technologies Inc.(PLTR)$come on!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699086623","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874588982,"gmtCreate":1637801579647,"gmtModify":1637801579798,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Then is time to sell the other way round?","listText":"Then is time to sell the other way round?","text":"Then is time to sell the other way round?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874588982","repostId":"1110509260","repostType":4,"repost":{"id":"1110509260","kind":"news","pubTimestamp":1637798779,"share":"https://www.laohu8.com/m/news/1110509260?lang=&edition=full","pubTime":"2021-11-25 08:06","market":"us","language":"en","title":"Apple Stock: Analysts Change Tune, See Strong iPhone Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1110509260","media":"TheStreet","summary":"Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.As Apple stock tries to hang tight to all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.Figure 1: Apple's latest iPhone model, the iPho","content":"<p>Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.</p>\n<p>As Apple stock&nbsp;tries to hang tight to&nbsp;all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c7f6dcaeee8725e993989601e0a7c8e\" tg-width=\"1240\" tg-height=\"697\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's latest iPhone model, the iPhone 13.</span></p>\n<p>Today, the Apple Maven looks at more data points coming from Wall Street suggesting that the iPhone will likely have a strong holiday quarter of sales in 2021.</p>\n<p><b>iPhone: a contrarian view at first</b></p>\n<p>Few analysts dared to make bold, optimistic predictions about iPhone sales in the near term. Apple performed superbly in calendar 2020, particularly after the launch of the iPhone 12. See graph below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cbdaab51ac6923579d5a04e59afb0c9\" tg-width=\"829\" tg-height=\"584\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p>\n<p>One of the few to defy the consensus view that tough comps would lead to unimpressive growth in 2021-2022 was Wedbush’s Dan Ives.In our conversation of a few months ago, he stated:</p>\n<blockquote>\n “What the Street underestimates is how massive and elongated this super cycle is. If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. […] 5G does not get fully embraced for the next two or three years, until the networks are built out.”\n</blockquote>\n<p>Recently, Dan Ives&nbsp;called for 80 million iPhone units sold&nbsp;in fiscal Q1 that ends next month. I calculated that, at an estimated ASP (average selling price) of $900 that relies on a heavy blend of higher-end devices sold, iPhone revenues could increase 10% over last year’s number, which in turn had already been a record quarter of performance for Apple’s smartphone segment.</p>\n<p><b>Slowly becoming consensus</b></p>\n<p>Now, other analysts are starting to think that the iPhone will perform well, even in the near term. JPMorgan’s&nbsp;Samik Chatterjee, who thinks that AAPL stock has about 12% upside from here to a share price target of $180,seesstrength in Greater China.</p>\n<p>The analyst disclosed that October has been a great month of sales for the iPhone in the country: 10.8 million units shipped, the highest in any month since 2014. Mr. Chatterjee’s belief that this figure “hints toward a strong start for the iPhone 13 cycle in the region\" suggests that China will continue to see outstanding revenue growth. As a reminder, Apple delivered 57% top-line increase in fiscal Q1 last year.</p>\n<p>Even one of the most bearish on Wall Street, New Street’s Pierre Ferragu, appears to believe in upside potential to iPhone sales this quarter. Henotesthat iOS has grabbed 2 percentage points of market share from Android in China, although he continues to think that AAPL stock has 40%-plus downside risk from current levels.</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>Apple Stock: Analysts Change Tune, See Strong iPhone Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Analysts Change Tune, See Strong iPhone Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 08:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/apple-stock-iphone-strength-has-become-consensus><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.\nAs Apple stock tries to hang ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-iphone-strength-has-become-consensus\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-iphone-strength-has-become-consensus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110509260","content_text":"Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.\nAs Apple stock tries to hang tight to all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.\nFigure 1: Apple's latest iPhone model, the iPhone 13.\nToday, the Apple Maven looks at more data points coming from Wall Street suggesting that the iPhone will likely have a strong holiday quarter of sales in 2021.\niPhone: a contrarian view at first\nFew analysts dared to make bold, optimistic predictions about iPhone sales in the near term. Apple performed superbly in calendar 2020, particularly after the launch of the iPhone 12. See graph below.\nFigure 2: iPhone revenue growth since F19.\nOne of the few to defy the consensus view that tough comps would lead to unimpressive growth in 2021-2022 was Wedbush’s Dan Ives.In our conversation of a few months ago, he stated:\n\n “What the Street underestimates is how massive and elongated this super cycle is. If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. […] 5G does not get fully embraced for the next two or three years, until the networks are built out.”\n\nRecently, Dan Ives called for 80 million iPhone units sold in fiscal Q1 that ends next month. I calculated that, at an estimated ASP (average selling price) of $900 that relies on a heavy blend of higher-end devices sold, iPhone revenues could increase 10% over last year’s number, which in turn had already been a record quarter of performance for Apple’s smartphone segment.\nSlowly becoming consensus\nNow, other analysts are starting to think that the iPhone will perform well, even in the near term. JPMorgan’s Samik Chatterjee, who thinks that AAPL stock has about 12% upside from here to a share price target of $180,seesstrength in Greater China.\nThe analyst disclosed that October has been a great month of sales for the iPhone in the country: 10.8 million units shipped, the highest in any month since 2014. Mr. Chatterjee’s belief that this figure “hints toward a strong start for the iPhone 13 cycle in the region\" suggests that China will continue to see outstanding revenue growth. As a reminder, Apple delivered 57% top-line increase in fiscal Q1 last year.\nEven one of the most bearish on Wall Street, New Street’s Pierre Ferragu, appears to believe in upside potential to iPhone sales this quarter. Henotesthat iOS has grabbed 2 percentage points of market share from Android in China, although he continues to think that AAPL stock has 40%-plus downside risk from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874583582,"gmtCreate":1637801490586,"gmtModify":1637801490750,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"This news going on for some time..","listText":"This news going on for some time..","text":"This news going on for some time..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874583582","repostId":"1100178242","repostType":4,"repost":{"id":"1100178242","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1637920008,"share":"https://www.laohu8.com/m/news/1100178242?lang=&edition=full","pubTime":"2021-11-26 17:46","market":"us","language":"en","title":"Worried About A Market Crash? Here Are 3 Things You Can Do","url":"https://stock-news.laohu8.com/highlight/detail?id=1100178242","media":"Benzinga","summary":"COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has so","content":"<p>COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has soared back up to the number&nbsp;one&nbsp;spot as a new variant spreads across South Africa.</p>\n<p>Asia stocks outside Japan slid over 2%, Europe and U.S. stock futures are down sharply, oil prices drops almost 5%, the safe-haven yen is up around three-quarters of a percent, and U.S. Treasury yields are down almost 10 basis points.</p>\n<p>Little is known of the variant, detected in South Africa, Botswana and Hong Kong, but scientists reckon it has an unusual combination of mutations and may be able to evade immune responses or make it more transmissible.</p>\n<p>The news comes as Europe already battles a resurgent COVID-19 outbreak, triggering fresh restrictions that raise uncertainty over the near-term economic outlook.</p>\n<p>Thin liquidity following Thursday's U.S. Thanksgiving Day holiday likely exacerbates price moves for sure, but there's little doubt overnight headlines have taken markets by surprise on Friday.</p>\n<p>It’s been another great year for investors, with the&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;up another 25.4% on the year. The S&amp;P 500 has also made it more than a year since its last 10% correction, and some investors are growing concerned that a combination of historically high stock valuations, rising inflation,&nbsp;the&nbsp;COVID-19 variant and the possibility that&nbsp;aggressive Federal Reserve tightening could trigger a market crash in the next couple of quarters.</p>\n<p><img src=\"https://static.tigerbbs.com/1f999347452cfb2fdd30570431642cb9\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>Historically, the S&amp;P 500 has averaged about one 10% pullback per yearsince 1950. Long-term investors have no reason to fear temporary market pullbacks, but there are ways to prepare for the next stock market crash to reduce your risk and take advantage of the potential buying opportunity. Here are three things to do before the next stock market crash.</p>\n<p><b>1. Diversify Your Portfolio</b></p>\n<p>Not all market sectors and asset classes take the same hit when the stock market crashes, but it’s difficult to predict beforehand which stocks will be hit hardest. The market crash in 2008 hit bank and housing stocks hardest, while the crash in 2020 was particularly bad for travel and retail stocks. Growth stocks also tend to take a harder hit than value stocks during market crashes. By diversifying your portfolio into different types of stocks, bonds, commodities and other investments, you are ensuring that your portfolio won’t be overexposed to the worst parts of the next market crash or underexposed to any investments that may avoid the sell-off.</p>\n<p><b>2. Raise Cash</b></p>\n<p>There have been countless pullbacks, crashes and recessions throughout history. One strategy that has worked every single time for long-term investors during those periods is buying the dip. But to buy the dip, you must have cash or margin available.</p>\n<p>If you are 100% invested, your hands will be tied and your only option may be tosell stockat the worst possible time. Market crashes are nearly impossible to predict, so there’s no need to dump all your stocks now and transition to all cash. But raising the amount of cash in your account to 10%, 20% or whatever level makes you feel more comfortable allows you to be opportunistic when the next crash happens.</p>\n<p><b>3. Maintain A Watch List</b></p>\n<p>Investors tend to not make the best, most rational decisions during the worst of a stock market crash. It’s best if you have a plan of action before the crash so that you aren’t trying to make emotional decisions when it seems like the sky is falling.</p>\n<p>Before the stock market turns south, make a list of stocks you may potentially be interested in buying on the dip. Research these companies and vet them prior to the crash so that all you have to do when the opportunity to buy the dip arises is click that “buy” button.</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>Worried About A Market Crash? Here Are 3 Things You Can Do</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\">\nWorried About A Market Crash? Here Are 3 Things You Can Do\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-11-26 17:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has soared back up to the number&nbsp;one&nbsp;spot as a new variant spreads across South Africa.</p>\n<p>Asia stocks outside Japan slid over 2%, Europe and U.S. stock futures are down sharply, oil prices drops almost 5%, the safe-haven yen is up around three-quarters of a percent, and U.S. Treasury yields are down almost 10 basis points.</p>\n<p>Little is known of the variant, detected in South Africa, Botswana and Hong Kong, but scientists reckon it has an unusual combination of mutations and may be able to evade immune responses or make it more transmissible.</p>\n<p>The news comes as Europe already battles a resurgent COVID-19 outbreak, triggering fresh restrictions that raise uncertainty over the near-term economic outlook.</p>\n<p>Thin liquidity following Thursday's U.S. Thanksgiving Day holiday likely exacerbates price moves for sure, but there's little doubt overnight headlines have taken markets by surprise on Friday.</p>\n<p>It’s been another great year for investors, with the&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;up another 25.4% on the year. The S&amp;P 500 has also made it more than a year since its last 10% correction, and some investors are growing concerned that a combination of historically high stock valuations, rising inflation,&nbsp;the&nbsp;COVID-19 variant and the possibility that&nbsp;aggressive Federal Reserve tightening could trigger a market crash in the next couple of quarters.</p>\n<p><img src=\"https://static.tigerbbs.com/1f999347452cfb2fdd30570431642cb9\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>Historically, the S&amp;P 500 has averaged about one 10% pullback per yearsince 1950. Long-term investors have no reason to fear temporary market pullbacks, but there are ways to prepare for the next stock market crash to reduce your risk and take advantage of the potential buying opportunity. Here are three things to do before the next stock market crash.</p>\n<p><b>1. Diversify Your Portfolio</b></p>\n<p>Not all market sectors and asset classes take the same hit when the stock market crashes, but it’s difficult to predict beforehand which stocks will be hit hardest. The market crash in 2008 hit bank and housing stocks hardest, while the crash in 2020 was particularly bad for travel and retail stocks. Growth stocks also tend to take a harder hit than value stocks during market crashes. By diversifying your portfolio into different types of stocks, bonds, commodities and other investments, you are ensuring that your portfolio won’t be overexposed to the worst parts of the next market crash or underexposed to any investments that may avoid the sell-off.</p>\n<p><b>2. Raise Cash</b></p>\n<p>There have been countless pullbacks, crashes and recessions throughout history. One strategy that has worked every single time for long-term investors during those periods is buying the dip. But to buy the dip, you must have cash or margin available.</p>\n<p>If you are 100% invested, your hands will be tied and your only option may be tosell stockat the worst possible time. Market crashes are nearly impossible to predict, so there’s no need to dump all your stocks now and transition to all cash. But raising the amount of cash in your account to 10%, 20% or whatever level makes you feel more comfortable allows you to be opportunistic when the next crash happens.</p>\n<p><b>3. Maintain A Watch List</b></p>\n<p>Investors tend to not make the best, most rational decisions during the worst of a stock market crash. It’s best if you have a plan of action before the crash so that you aren’t trying to make emotional decisions when it seems like the sky is falling.</p>\n<p>Before the stock market turns south, make a list of stocks you may potentially be interested in buying on the dip. Research these companies and vet them prior to the crash so that all you have to do when the opportunity to buy the dip arises is click that “buy” button.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100178242","content_text":"COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has soared back up to the number one spot as a new variant spreads across South Africa.\nAsia stocks outside Japan slid over 2%, Europe and U.S. stock futures are down sharply, oil prices drops almost 5%, the safe-haven yen is up around three-quarters of a percent, and U.S. Treasury yields are down almost 10 basis points.\nLittle is known of the variant, detected in South Africa, Botswana and Hong Kong, but scientists reckon it has an unusual combination of mutations and may be able to evade immune responses or make it more transmissible.\nThe news comes as Europe already battles a resurgent COVID-19 outbreak, triggering fresh restrictions that raise uncertainty over the near-term economic outlook.\nThin liquidity following Thursday's U.S. Thanksgiving Day holiday likely exacerbates price moves for sure, but there's little doubt overnight headlines have taken markets by surprise on Friday.\nIt’s been another great year for investors, with the SPDR S&P 500 ETF Trust up another 25.4% on the year. The S&P 500 has also made it more than a year since its last 10% correction, and some investors are growing concerned that a combination of historically high stock valuations, rising inflation, the COVID-19 variant and the possibility that aggressive Federal Reserve tightening could trigger a market crash in the next couple of quarters.\n\nHistorically, the S&P 500 has averaged about one 10% pullback per yearsince 1950. Long-term investors have no reason to fear temporary market pullbacks, but there are ways to prepare for the next stock market crash to reduce your risk and take advantage of the potential buying opportunity. Here are three things to do before the next stock market crash.\n1. Diversify Your Portfolio\nNot all market sectors and asset classes take the same hit when the stock market crashes, but it’s difficult to predict beforehand which stocks will be hit hardest. The market crash in 2008 hit bank and housing stocks hardest, while the crash in 2020 was particularly bad for travel and retail stocks. Growth stocks also tend to take a harder hit than value stocks during market crashes. By diversifying your portfolio into different types of stocks, bonds, commodities and other investments, you are ensuring that your portfolio won’t be overexposed to the worst parts of the next market crash or underexposed to any investments that may avoid the sell-off.\n2. Raise Cash\nThere have been countless pullbacks, crashes and recessions throughout history. One strategy that has worked every single time for long-term investors during those periods is buying the dip. But to buy the dip, you must have cash or margin available.\nIf you are 100% invested, your hands will be tied and your only option may be tosell stockat the worst possible time. Market crashes are nearly impossible to predict, so there’s no need to dump all your stocks now and transition to all cash. But raising the amount of cash in your account to 10%, 20% or whatever level makes you feel more comfortable allows you to be opportunistic when the next crash happens.\n3. Maintain A Watch List\nInvestors tend to not make the best, most rational decisions during the worst of a stock market crash. It’s best if you have a plan of action before the crash so that you aren’t trying to make emotional decisions when it seems like the sky is falling.\nBefore the stock market turns south, make a list of stocks you may potentially be interested in buying on the dip. Research these companies and vet them prior to the crash so that all you have to do when the opportunity to buy the dip arises is click that “buy” button.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874315356,"gmtCreate":1637730117785,"gmtModify":1637730117907,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Hahahha","listText":"Hahahha","text":"Hahahha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874315356","repostId":"1133450259","repostType":4,"repost":{"id":"1133450259","kind":"news","pubTimestamp":1637724451,"share":"https://www.laohu8.com/m/news/1133450259?lang=&edition=full","pubTime":"2021-11-24 11:27","market":"us","language":"en","title":"Palantir Stock: A Fairy-Tale Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1133450259","media":"Seeking Alpha","summary":"Summary\n\nPalantir’s valuation is impossible to defend.\nPalantir will remain dependent on government ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir’s valuation is impossible to defend.</li>\n <li>Palantir will remain dependent on government for income.</li>\n <li>The private sector opportunity is over-hyped.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p>\n<p>Palantir (PLTR) is a software business with one of the most ridiculous values in the stock market today. Palantir has developed into a valuation that neither makes sense nor is supported by concrete business results, despite its growth opportunity in AI-assisted software analytics.</p>\n<p><b>Palantir: Heavily Dependent On Government</b></p>\n<p>Palantir must be one of the most overvalued stocks in history because it ticks all the conditions. Palantir manages to trade at a market value of $43 billion by specializing in surveillance, big data, and having the US government as a client. After the company issued its shares on the exchange through a direct listing, its market value was significantly larger than $43 billion. Insiders of a corporation sell shares while the company receives no money in a direct listing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd2709688f9042bf5fcce1709d8d33b4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Instead, an IPO raises funds to invest in the company. Roughly a year ago, Palantir’s shares started trading at $10 a share. The stock, and the market capitalization, have proven highly volatile, as the stock price surged as high as $45. PLTR has since settled for a trading range of $20 - $30 and the company, as well as its business model, continues to attract a great deal of interest and attention.</p>\n<p><b>Palantir Has One Of The Best Features A Stock Can Have: A Sexy Story!</b></p>\n<p>Palantir is right in the thick of a massive money-making opportunity: big data analytics. Information, or data, is a valuable commodity, and the ever-increasing speed with which businesses are embracing full digital transformation makes for a compelling story. Palantir's principal business is to assist organizations, particularly governments, in sifting through massive volumes of data in order to forecast and enhance decision-making. In the corporate realm, this can mean increasing conversions, whereas in government, it might mean supporting public health measures or assisting the US military in dealing with bad guys.</p>\n<p>Palantir is collaborating closely with the US government in a number of ways, and in exchange, Palantir is getting a lot of federal cheese. The company recently obtained an&nbsp;$823&nbsp;million deal with the US military to assist in the development of data architecture for intelligence systems.</p>\n<p>Palantir's revenue is rapidly increasing, but keep in mind that the company is primarily reliant on governments. Revenues from government bodies have increased by 57% year-to-date, to $658.4 million. Revenues from companies were reported as $450.6 million, compared to $350.3 million a year ago. Relative revenue contributions of the government and the private sector were 59% and 41% and last year, 55% and 45%. These percentages tell an important story deserving to be clarified, as they contradict the prevailing narrative.</p>\n<p>The prevailing narrative is that Palantir will move away from the government business and generate significant growth in the private sector. Expanding on the above-mentioned percentages, Palantir’s reliance on government has increased in 9M 2021, compared to 9M 2020, and government revenues are growing at a much faster rate than revenues sourced from the private sector.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94983df06a9f7beac6c9efc9b601d5de\" tg-width=\"640\" tg-height=\"103\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p>\n<p><b>Persistent Losses Despite Soaring Revenues</b></p>\n<p>Palantir's long-term growth possibility in big data is frequently mentioned in bullish analysis, and with good cause. We've all learnt this through the rise of Metaverse Platforms (FB), which was one of the first corporations to collect massive amounts of data in order to monetize its customers. Palantir does have attractive growth prospects: It just reported that 3Q revenues were up 36% to $392 million, and the company expects an annual revenue growth rate of 40% for the year. The company has also stated that it expects at least 30% revenue growth from this year until 2025. While I do not contest that Palantir has potential for revenue growth, there are concerns I think are inadequately reflected in the company’s valuation.</p>\n<p>One anticipated issue is that, while Palantir may be experiencing considerable revenue growth, how much of that increase actually reaches Palantir's shareholders? The answer, not a lot. Reviewing the last filing of financial statements, we can see that despite an eye-popping sales increase of 44% year-to-date, Palantir is not anywhere close to generating profits. Losses in 3Q were $102.1 million and the loss year-to-date is $364.2 million.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3cd7fa51065ca16c4f29735f97f885a\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p>\n<p>Palantir's lack of profitability is a major issue, and I keep asking myself, \"How long will shareholders tolerate Palantir losing so much money every quarter?\"</p>\n<p>The fact that Palantir is not a startup adds to my concerns (which would be a feasible justification for losing so much money). Palantir, on the other hand, which was formed nearly two decades ago and has raised an estimated $2.6 billion in funding, continues to lose money. This is a track record that I find difficult to justify, particularly given Palantir's present multiple.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8aeae26e41a3e34c539c821ce941d1a8\" tg-width=\"640\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Crunchbase</span></p>\n<p><b>What Are You Paying For, Exactly?</b></p>\n<p>Palantir is doing an excellent job of presenting its potential, and the stock has a growth stock feel to it.</p>\n<p>But since profits are not showing up on the profit statement after nearly two decades of operations, why exactly are investors paying a multiple of 28? Not even Netflix (NFLX) gets a multiple of 20 and it has been one of the fastest growing companies not only in the U.S., but in the world over the past two decades. The multiple is very hard to defend and not fitting for a company that is growing sales quickly.</p>\n<p>On that note, Palantir isn’t exactly doubling sales every year. A 30% growth rate is good, but not impressive. And why would anyone want to overpay for Palantir’s sales growth, if competitors such as Splunk (SPLK) can be acquired for far lower sales multiples?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bebcab5d6bcfef1fa26b4e3a5c9ad27\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>A Few Words on Risks</b></p>\n<p>Palantir is growing revenues at around 30% annually, but if this growth can be maintained over the long term is another question. Also, can Palantir really turn a profit in the future, and if so, when? Why Palantir receives such a high multiple is beyond me. The big data company is one of the most overvalued and overhyped I've ever seen, which is why I consider Palantir's biggest risk as the excessively inflated multiple.</p>\n<p><b>My Conclusion</b></p>\n<p>It's absurd to pay 28 times revenues for a company that is losing money. The potential for revenue growth is undeniable; after all, big data is big business. However, after two decades of operations, shareholders should be able to expect a little more from Palantir, particularly management, in the form of profits or stock buybacks, or something similar. Palantir has done a fantastic job benefiting its selling shareholders, yet there is no deal to be had because there are no earnings. Palantir's valuation is a fairy tale, and like all fairy tales, it ends in a nasty awakening.</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>Palantir Stock: A Fairy-Tale Valuation</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\">\nPalantir Stock: A Fairy-Tale Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-24 11:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4471364-palantir-stock-fairy-tale-valuation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir’s valuation is impossible to defend.\nPalantir will remain dependent on government for income.\nThe private sector opportunity is over-hyped.\n\nMichael Vi/iStock Editorial via Getty ...</p>\n\n<a href=\"https://seekingalpha.com/article/4471364-palantir-stock-fairy-tale-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4471364-palantir-stock-fairy-tale-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133450259","content_text":"Summary\n\nPalantir’s valuation is impossible to defend.\nPalantir will remain dependent on government for income.\nThe private sector opportunity is over-hyped.\n\nMichael Vi/iStock Editorial via Getty Images\nPalantir (PLTR) is a software business with one of the most ridiculous values in the stock market today. Palantir has developed into a valuation that neither makes sense nor is supported by concrete business results, despite its growth opportunity in AI-assisted software analytics.\nPalantir: Heavily Dependent On Government\nPalantir must be one of the most overvalued stocks in history because it ticks all the conditions. Palantir manages to trade at a market value of $43 billion by specializing in surveillance, big data, and having the US government as a client. After the company issued its shares on the exchange through a direct listing, its market value was significantly larger than $43 billion. Insiders of a corporation sell shares while the company receives no money in a direct listing.\nData by YCharts\nInstead, an IPO raises funds to invest in the company. Roughly a year ago, Palantir’s shares started trading at $10 a share. The stock, and the market capitalization, have proven highly volatile, as the stock price surged as high as $45. PLTR has since settled for a trading range of $20 - $30 and the company, as well as its business model, continues to attract a great deal of interest and attention.\nPalantir Has One Of The Best Features A Stock Can Have: A Sexy Story!\nPalantir is right in the thick of a massive money-making opportunity: big data analytics. Information, or data, is a valuable commodity, and the ever-increasing speed with which businesses are embracing full digital transformation makes for a compelling story. Palantir's principal business is to assist organizations, particularly governments, in sifting through massive volumes of data in order to forecast and enhance decision-making. In the corporate realm, this can mean increasing conversions, whereas in government, it might mean supporting public health measures or assisting the US military in dealing with bad guys.\nPalantir is collaborating closely with the US government in a number of ways, and in exchange, Palantir is getting a lot of federal cheese. The company recently obtained an $823 million deal with the US military to assist in the development of data architecture for intelligence systems.\nPalantir's revenue is rapidly increasing, but keep in mind that the company is primarily reliant on governments. Revenues from government bodies have increased by 57% year-to-date, to $658.4 million. Revenues from companies were reported as $450.6 million, compared to $350.3 million a year ago. Relative revenue contributions of the government and the private sector were 59% and 41% and last year, 55% and 45%. These percentages tell an important story deserving to be clarified, as they contradict the prevailing narrative.\nThe prevailing narrative is that Palantir will move away from the government business and generate significant growth in the private sector. Expanding on the above-mentioned percentages, Palantir’s reliance on government has increased in 9M 2021, compared to 9M 2020, and government revenues are growing at a much faster rate than revenues sourced from the private sector.\nSource: Palantir\nPersistent Losses Despite Soaring Revenues\nPalantir's long-term growth possibility in big data is frequently mentioned in bullish analysis, and with good cause. We've all learnt this through the rise of Metaverse Platforms (FB), which was one of the first corporations to collect massive amounts of data in order to monetize its customers. Palantir does have attractive growth prospects: It just reported that 3Q revenues were up 36% to $392 million, and the company expects an annual revenue growth rate of 40% for the year. The company has also stated that it expects at least 30% revenue growth from this year until 2025. While I do not contest that Palantir has potential for revenue growth, there are concerns I think are inadequately reflected in the company’s valuation.\nOne anticipated issue is that, while Palantir may be experiencing considerable revenue growth, how much of that increase actually reaches Palantir's shareholders? The answer, not a lot. Reviewing the last filing of financial statements, we can see that despite an eye-popping sales increase of 44% year-to-date, Palantir is not anywhere close to generating profits. Losses in 3Q were $102.1 million and the loss year-to-date is $364.2 million.\nSource: Palantir\nPalantir's lack of profitability is a major issue, and I keep asking myself, \"How long will shareholders tolerate Palantir losing so much money every quarter?\"\nThe fact that Palantir is not a startup adds to my concerns (which would be a feasible justification for losing so much money). Palantir, on the other hand, which was formed nearly two decades ago and has raised an estimated $2.6 billion in funding, continues to lose money. This is a track record that I find difficult to justify, particularly given Palantir's present multiple.\nSource: Crunchbase\nWhat Are You Paying For, Exactly?\nPalantir is doing an excellent job of presenting its potential, and the stock has a growth stock feel to it.\nBut since profits are not showing up on the profit statement after nearly two decades of operations, why exactly are investors paying a multiple of 28? Not even Netflix (NFLX) gets a multiple of 20 and it has been one of the fastest growing companies not only in the U.S., but in the world over the past two decades. The multiple is very hard to defend and not fitting for a company that is growing sales quickly.\nOn that note, Palantir isn’t exactly doubling sales every year. A 30% growth rate is good, but not impressive. And why would anyone want to overpay for Palantir’s sales growth, if competitors such as Splunk (SPLK) can be acquired for far lower sales multiples?\nData by YCharts\nA Few Words on Risks\nPalantir is growing revenues at around 30% annually, but if this growth can be maintained over the long term is another question. Also, can Palantir really turn a profit in the future, and if so, when? Why Palantir receives such a high multiple is beyond me. The big data company is one of the most overvalued and overhyped I've ever seen, which is why I consider Palantir's biggest risk as the excessively inflated multiple.\nMy Conclusion\nIt's absurd to pay 28 times revenues for a company that is losing money. The potential for revenue growth is undeniable; after all, big data is big business. However, after two decades of operations, shareholders should be able to expect a little more from Palantir, particularly management, in the form of profits or stock buybacks, or something similar. Palantir has done a fantastic job benefiting its selling shareholders, yet there is no deal to be had because there are no earnings. Palantir's valuation is a fairy tale, and like all fairy tales, it ends in a nasty awakening.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874312136,"gmtCreate":1637730029628,"gmtModify":1637731043060,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Fool.com mention nio how many times alr?","listText":"Fool.com mention nio how many times alr?","text":"Fool.com mention nio how many times alr?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874312136","repostId":"2185384641","repostType":4,"repost":{"id":"2185384641","kind":"highlight","pubTimestamp":1637726361,"share":"https://www.laohu8.com/m/news/2185384641?lang=&edition=full","pubTime":"2021-11-24 11:59","market":"us","language":"en","title":"2 Top Electric Vehicle Stocks to Buy for the Long Haul","url":"https://stock-news.laohu8.com/highlight/detail?id=2185384641","media":"Motley Fool","summary":"These companies are focusing on the strength of their technologies. That just might separate them from the pack.","content":"<p>Between the legacy automakers pivoting their businesses and start-ups looking to make a splash in the near future, the transportation sector will likely be significantly more electrified by the start of the next decade. That creates a $5 trillion market, even if electric vehicle (EV) penetration is still only 30% by 2030, according to Wedbush analyst Dan Ives.</p>\n<p><b>Lucid Group</b> (NASDAQ:LCID) CEO and chief technology officer Peter Rawlinson believes the winners in that market will be the leaders in EV technology. Considering Rawlinson was the lead engineer on the team that developed <b>Tesla</b>'s first mass-market car, the luxury Model S, he carries credibility in that department. Now he runs a company he believes has better in-house technology than his former employer and leader in the space. It remains to be seen if he's right, but Lucid is off to a good start. His new venture, and <b>Nio</b> (NYSE:NIO), another EV tech leader overseas, would make two solid, yet diverse, options for investors looking to hold EV stocks for the long haul.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4241a146a062e107e1624659efdcd684\" tg-width=\"700\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>Lucid Air interior. Image source: Lucid Group.</span></p>\n<h2>1. Lucid: Accelerating off the start line</h2>\n<p>In just a matter of the past several weeks, Lucid delivered its first vehicles to customers and was lauded by MotorTrend with the 2022 Car of the Year award for those vehicles. The Lucid Air electric sedan will come in four model options, ranging from the $77,400 Pure to the top-of-the-line Dream Edition that sells for $169,000.</p>\n<p>Lucid is initially working to fill out the 520 reservations for the Dream Edition, which also has been given an industry-high battery range rating of 520 miles by the U.S. Environmental Protection Agency (EPA). The company says it has six model trim variations that exceed a 450-mile range on a single battery charge. That's an important factor to address range anxiety for many potential customers who may be hesitant to transition from internal combustion to electric vehicles.</p>\n<p>It's not just the battery the company believes sets it apart, as Lucid's entire tech platform was developed in-house. That also includes control and battery management software, the electric motors, transmission, and an onboard boost charger to increase charging rates. The company also plans to use that expertise to supply other original equipment manufacturers (OEMs) in the future. And Lucid intends to move beyond EVs into energy storage systems for residential, commercial, and utility-scale use.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F649721%2Fniobatteryswap.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Nio EV chargers and battery swap station. Image source: Nio.</span></p>\n<h2>2. Nio: Fighting for the biggest markets</h2>\n<p>Nio is trying to become a leader in EV technology in the world's biggest EV markets: China, and now Europe. Like Lucid, it is coming out with a new, high-tech luxury sedan offering. The ET7 will be offered in both Norway and Germany by the end of 2022, in addition to its early 2022 launch in China.</p>\n<p>Nio began delivering vehicles more than three years ago, and it has worked to differentiate itself with its technology. A prime example is the battery swap stations the company has in China and soon will deploy in Norway and beyond. These allow customers to save money upfront on the battery and instead pay a subscription to enable three-minute battery exchanges to receive a fully charged unit. Nio has more than 550 power swap stations in China to support its battery-as-a-service subscription model.</p>\n<p>Nio is also in the midst of expanding its capacity to more than double its current capabilities. That work, and supply chain constraints, put a dent in the company's recent delivery performance. While that should be temporary, it highlighted the coming competition in its home market, as fellow Chinese EV maker <b>Xpeng</b>&nbsp;delivered more of its EVs in the third quarter than Nio for the first time.</p>\n<h2>Not an easy road</h2>\n<p>Xpeng's third-quarter deliveries jumped 48% sequentially over the previous quarter, while Nio's grew by less than 12%. Xpeng is also challenging Nio with its technology, recently announcing new smart EV technologies for charging and autonomous driving. And Xpeng also just unveiled its new smart SUV at an auto show in China this week, which it will also offer internationally.</p>\n<p>The road to long-term success for both Nio and Lucid won't be an easy <a href=\"https://laohu8.com/S/AONE.U\">one</a>. But both have a good start with the technology and customer interest to make it work. Investors in the EV sector should be in for the long run since it's in such early innings, but Lucid and Nio may be two of the best to hold for the long haul.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Top Electric Vehicle Stocks to Buy for the Long Haul</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Top Electric Vehicle Stocks to Buy for the Long Haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-24 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/23/2-top-electric-vehicles-stocks-to-buy-for-the-long/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Between the legacy automakers pivoting their businesses and start-ups looking to make a splash in the near future, the transportation sector will likely be significantly more electrified by the start ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/23/2-top-electric-vehicles-stocks-to-buy-for-the-long/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/11/23/2-top-electric-vehicles-stocks-to-buy-for-the-long/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185384641","content_text":"Between the legacy automakers pivoting their businesses and start-ups looking to make a splash in the near future, the transportation sector will likely be significantly more electrified by the start of the next decade. That creates a $5 trillion market, even if electric vehicle (EV) penetration is still only 30% by 2030, according to Wedbush analyst Dan Ives.\nLucid Group (NASDAQ:LCID) CEO and chief technology officer Peter Rawlinson believes the winners in that market will be the leaders in EV technology. Considering Rawlinson was the lead engineer on the team that developed Tesla's first mass-market car, the luxury Model S, he carries credibility in that department. Now he runs a company he believes has better in-house technology than his former employer and leader in the space. It remains to be seen if he's right, but Lucid is off to a good start. His new venture, and Nio (NYSE:NIO), another EV tech leader overseas, would make two solid, yet diverse, options for investors looking to hold EV stocks for the long haul.\nLucid Air interior. Image source: Lucid Group.\n1. Lucid: Accelerating off the start line\nIn just a matter of the past several weeks, Lucid delivered its first vehicles to customers and was lauded by MotorTrend with the 2022 Car of the Year award for those vehicles. The Lucid Air electric sedan will come in four model options, ranging from the $77,400 Pure to the top-of-the-line Dream Edition that sells for $169,000.\nLucid is initially working to fill out the 520 reservations for the Dream Edition, which also has been given an industry-high battery range rating of 520 miles by the U.S. Environmental Protection Agency (EPA). The company says it has six model trim variations that exceed a 450-mile range on a single battery charge. That's an important factor to address range anxiety for many potential customers who may be hesitant to transition from internal combustion to electric vehicles.\nIt's not just the battery the company believes sets it apart, as Lucid's entire tech platform was developed in-house. That also includes control and battery management software, the electric motors, transmission, and an onboard boost charger to increase charging rates. The company also plans to use that expertise to supply other original equipment manufacturers (OEMs) in the future. And Lucid intends to move beyond EVs into energy storage systems for residential, commercial, and utility-scale use.\nNio EV chargers and battery swap station. Image source: Nio.\n2. Nio: Fighting for the biggest markets\nNio is trying to become a leader in EV technology in the world's biggest EV markets: China, and now Europe. Like Lucid, it is coming out with a new, high-tech luxury sedan offering. The ET7 will be offered in both Norway and Germany by the end of 2022, in addition to its early 2022 launch in China.\nNio began delivering vehicles more than three years ago, and it has worked to differentiate itself with its technology. A prime example is the battery swap stations the company has in China and soon will deploy in Norway and beyond. These allow customers to save money upfront on the battery and instead pay a subscription to enable three-minute battery exchanges to receive a fully charged unit. Nio has more than 550 power swap stations in China to support its battery-as-a-service subscription model.\nNio is also in the midst of expanding its capacity to more than double its current capabilities. That work, and supply chain constraints, put a dent in the company's recent delivery performance. While that should be temporary, it highlighted the coming competition in its home market, as fellow Chinese EV maker Xpeng delivered more of its EVs in the third quarter than Nio for the first time.\nNot an easy road\nXpeng's third-quarter deliveries jumped 48% sequentially over the previous quarter, while Nio's grew by less than 12%. Xpeng is also challenging Nio with its technology, recently announcing new smart EV technologies for charging and autonomous driving. And Xpeng also just unveiled its new smart SUV at an auto show in China this week, which it will also offer internationally.\nThe road to long-term success for both Nio and Lucid won't be an easy one. But both have a good start with the technology and customer interest to make it work. Investors in the EV sector should be in for the long run since it's in such early innings, but Lucid and Nio may be two of the best to hold for the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872025076,"gmtCreate":1637378204815,"gmtModify":1637378205209,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a><a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a><a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>i closed my positions in these growth stocks post market today. sick.","listText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a><a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a><a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>i closed my positions in these growth stocks post market today. sick.","text":"$GrowGeneration Corp.(GRWG)$$Nano Dimension(NNDM)$$DermTech, Inc.(DMTK)$i closed my positions in these growth stocks post market today. sick.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872025076","isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876476085,"gmtCreate":1637355717895,"gmtModify":1637355718368,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a>goodbye","listText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a>goodbye","text":"$Nano Dimension(NNDM)$goodbye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876476085","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876356638,"gmtCreate":1637276482177,"gmtModify":1637276482295,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>very disappointed. 看走眼。","listText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>very disappointed. 看走眼。","text":"$GrowGeneration Corp.(GRWG)$very disappointed. 看走眼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876356638","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871152524,"gmtCreate":1637040848646,"gmtModify":1637040848798,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","listText":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","text":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871152524","repostId":"1116429379","repostType":2,"repost":{"id":"1116429379","kind":"news","pubTimestamp":1637033648,"share":"https://www.laohu8.com/m/news/1116429379?lang=&edition=full","pubTime":"2021-11-16 11:34","market":"us","language":"en","title":"Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1116429379","media":"Thestreet","summary":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street h","content":"<p>As Apple stock(<b>AAPL</b>)&nbsp;continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.</p>\n<p>Today, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.</p>\n<p>The not-so-bullish case</p>\n<p>Mr. Sacconaghi has been cautious of AAPL since he&nbsp;downgraded&nbsp;the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&amp;P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.</p>\n<p>In August, I&nbsp;reviewed Bernstein’s thesis&nbsp;in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.</p>\n<p>Also, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&amp;P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.</p>\n<p>Add App Store to the list</p>\n<p>Now, the analyst has&nbsp;added&nbsp;one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.</p>\n<p>Bernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.</p>\n<p>Apple Maven’s take</p>\n<p>Regarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.</p>\n<p>Regarding the App Store, I have slowly&nbsp;shifted from more to less concerned&nbsp;about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.</p>\n<p>Even Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.</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>Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%</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\">\nSell AAPL? Why This Expert Sees Apple Stock Dipping 12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116429379","content_text":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.\nToday, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.\nThe not-so-bullish case\nMr. Sacconaghi has been cautious of AAPL since he downgraded the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.\nIn August, I reviewed Bernstein’s thesis in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.\nAlso, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.\nAdd App Store to the list\nNow, the analyst has added one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.\nBernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.\nApple Maven’s take\nRegarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.\nRegarding the App Store, I have slowly shifted from more to less concerned about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.\nEven Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870109465,"gmtCreate":1636591145281,"gmtModify":1636591145388,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>how much do you want to drop today, after your report (regardless&nbsp;good or bad)?","listText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>how much do you want to drop today, after your report (regardless&nbsp;good or bad)?","text":"$GrowGeneration Corp.(GRWG)$how much do you want to drop today, after your report (regardless good or bad)?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870109465","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847490715,"gmtCreate":1636542084527,"gmtModify":1636542084879,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Okokok","listText":"Okokok","text":"Okokok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847490715","repostId":"1179287524","repostType":2,"repost":{"id":"1179287524","kind":"news","pubTimestamp":1636532973,"share":"https://www.laohu8.com/m/news/1179287524?lang=&edition=full","pubTime":"2021-11-10 16:29","market":"us","language":"en","title":"Don't Get Too Comfortable: The Crash May Be Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1179287524","media":"seekingalpha","summary":"Summary\n\nTech stocks are surging left and right like it's 1999 all over again.\nThe S&P 500's cyclica","content":"<p>Summary</p>\n<ul>\n <li>Tech stocks are surging left and right like it's 1999 all over again.</li>\n <li>The S&amp;P 500's cyclically adjusted P/E ratio was higher just once before now. Yes, you guessed it, leading up to the 2000 market top.</li>\n <li>While technology is leading the charge, sky-high valuations seem to be widespread amongst multiple sectors.</li>\n <li>A correction in ultra-high multiple names combined with multiple compression in more mature companies could cause a market meltdown soon.</li>\n <li>Looking for a helping hand in the market? Members of The Financial Prophet get exclusive ideas and guidance to navigate any climate.</li>\n</ul>\n<p>There is extensive froth in the stock market right now, and you don't have to go far or dig deep to see what I mean.</p>\n<p><b>The S&amp;P 500/SPX</b>(SP500)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2323fa4ed6b27420f5433954b61f797b\" tg-width=\"727\" tg-height=\"772\" width=\"100%\" height=\"auto\"><span>Source: StockCharts.com</span></p>\n<p>The S&amp;P 500 has now gained about 10% since I&nbsp;began calling to an end&nbsp;to the recent pullback at the lows several weeks ago. We've seen remarkable gains in a short time frame, as the SPX has appreciated in 18 out of its last 20 trading sessions. Moreover, the major stock average is up by about 35% over the previous year.</p>\n<p>Technically, the image is significantly overheated right now. The relative strength index (\"RSI\") is nearing 80, the highest level in over a year. The last time the RSI surged to 80 was right before the 10% correction last September. Moreover, the full stochastic is elevated and looks ready to turn downward, implying a possible shift in sentiment.</p>\n<p><b>Invesco Nasdaq 100 ETF</b>(QQQ)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fc9224a93768c8e3e6fca68a191e0da\" tg-width=\"721\" tg-height=\"772\" width=\"100%\" height=\"auto\"><span>Source: StockCharts.com</span></p>\n<p>The Nasdaq 100 is even worse. QQQ looks like it topped out at $400, about a 15% gain from recent lows just several weeks ago. The RSI reached the absurdly high 80 levels and is hovering around 77, signaling highly overbought technical conditions. Incredibly, were looking at about a 43% gain over the last year here. Several other technical elements jump out. QQQ's price is now about 7% above its 50-day moving average. Again, the last time we saw anything close to this disconnect was the short-term top going into September 2020. Now we see the full stochastic turning downward, and the black candle at the recent top could mean that high-flying tech stocks are ready to head lower for now.</p>\n<p>Tech Stocks Gone Wild</p>\n<p>There is no shortage of froth in the tech sector today. I don't mean just technically, as fundamentally, some valuations seem absurd right now.</p>\n<p><b>NVIDIA</b>(NVDA)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fee6e0df3997c0eb900abe5f6c0fc89\" tg-width=\"723\" tg-height=\"772\" width=\"100%\" height=\"auto\"><span>Source: StockCharts.com</span></p>\n<p>Nvidia is a great company, and the stock has performed exceptionally well lately. Possibly too well, as shares have nearly tripled in just about one year, and the company is approaching a forward&nbsp;P/E valuation of 80 now. Also, if you thought an RSI of 80 was high, check out Nvidia pushing up to around 90 right now. In some cases, an 80 P/E ratio could make sense, but Nvidia is not likely to show exceptional earnings growth in future years. On the contrary, projections illustrate the probability of modest EPS growth in upcoming years.</p>\n<p>Therefore, Nvidia with a forward P/E ratio of 80 doesn't make sense in my mind. Additionally, the company is now around a $750 billion valuation with just about $25 billion in revenues set to come in this year. Thus, Nvidia is trading at about 30 times sales right now.</p>\n<p>Thirty times sales, what? Is Nvidia a rapidly growing small-cap tech or biotechnology firm? No, it is not. Nvidia is the top tech stock gone wild lately. It is now a mega-cap tech name, the&nbsp;number 7 weight wise&nbsp;company in the S&amp;P 500, and it looks hugely overvalued at this point.</p>\n<p>I am no Nvidia bear, and I owned shares in prior quarters. Possibly the only reason I don't own Nvidia now is that I have AMD in my portfolio. However, with the stock now 36% above its 50-day MA on essentially no news, things are getting absurd.</p>\n<p>Nvidia could drop by 33% from here, and it would still be relatively expensive at $200 with a forward multiple above $50.</p>\n<p><b>Tesla</b>(TSLA)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c21876fcb512c6599d06c5e93452165\" tg-width=\"726\" tg-height=\"771\" width=\"100%\" height=\"auto\"><span>Source: StockCharts.com</span></p>\n<p>If you thought Nvidia's valuation was an end to the madness, it's not, likely only the beginning. Let's talk about Tesla for a minute. Now, I am a long-term supporter of Tesla, I've owned the company's shares for a long time, and I've written many positive articles about the company. The first article I ever wrote on Seeking Alpha was \"Will Tesla Become A Trillion Dollar Company?\" Now, Tesla became a trillion-dollar company much sooner than I anticipated, and I took profits in the stock at around $1,200 recently.</p>\n<p>I still like Tesla longer-term, but let's face it, we're dealing with a stock that has expanded by about 4.5X over the last year (this is on top of a remarkable runup the previous year). While it might not be fair to judge Tesla's valuation on its 190 forward P/E multiple, I think the stock is richly priced at 22 times sales.</p>\n<p>Technically, the image is mind-boggling, as Tesla recently surged to 50% above its 50-day MA and hit an RSI level well above 90. Tesla is now the fifth-largest S&amp;P 500 component and accounts for about 2.5% of the major average's weight.</p>\n<p>Tesla is not the only stock to go wild in the EV space. We see other players like Lucid (LCID) hitting ludicrous valuations. Lucid now trades at a valuation of&nbsp;around $70 billion, while analysts anticipate the company to bring in about $1.7 billion in revenues next year. We're looking at a forward P/S ratio of about 40 here now. Lucid is another stock that has been up by about 4.5X over the last year, and this is another nameI took profits in recently.</p>\n<p>Tesla could drop to around $800 - 900 support, roughly around a 25-33% pullback from recent highs. The stock would look far more attractive then.</p>\n<p><b>Advanced Micro Devices</b>(AMD)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/008840326856d3681371b0d0f4f384d4\" tg-width=\"727\" tg-height=\"773\" width=\"100%\" height=\"auto\"><span>Source: StockCharts.com</span></p>\n<p>AMD has been one of my favorite stocks recently, and this is one that I'm still long for now. However, the recent runup has been intense. We see an RSI closing in on 90, and this name has nearly doubled over the last year. Yet, at about&nbsp;ten times sales&nbsp;and a forward P/E below 50, it seems relatively cheap to names like Nvidia and others right now. Incredibly, right?</p>\n<p>The list of big tech stocks surging lately can go on and on, but I want to look at the most prominent tech stock in the world that is not surging lately. I think it is pretty telling what Apple's stock is doing right now.</p>\n<p>AMD could use about a 20% discount around here. A forward P/E ratio closer to 40 would make the stock much more attractive at approximately $120 a share. I am using spreads to hedge my position here. Otherwise, I would take profits now.</p>\n<p><b>Apple</b>(AAPL)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63d6d781b612860c8e34e5d7f53f2988\" tg-width=\"731\" tg-height=\"771\" width=\"100%\" height=\"auto\"><span>Source: StockCharts.com - Apple could get its P/E ratio compressed to around 20, implying a price of about $112 for its shares.</span></p>\n<p>So, what is Apple doing lately? Well, not much, as the stock is not skyrocketing to new ATHs as many other technology names are right now. It appears that Apple topped out in early September and has failed to make new highs since. Now, we see a lower high being put in, and Apple looks like it could trade sideways or even head lower for now.</p>\n<p>Now, I spoke about&nbsp;Apple being dead money&nbsp;in my previous article on the company, but there is a good reason for this, in my view. While Apple is not trading at 80 or 50 times forward earnings projections, the company is trading at about27 times forward earning&nbsp;sexpectations. The problem is that while AMD, Nvidia, Tesla, and others are still strong growth stories, Apple likely has minimal growth potential in the next few years.</p>\n<p>Analysts are typically bullish on Apple but predict low single-digit revenue and EPS growth in future years. So, why is Apple trading at such a premium multiple? After all, 27 times forward earnings are not cheap, and even in the current environment, a company should have robust growth prospects for the next several years.</p>\n<p>Apple seems overvalued here, and the company does not deserve such a premium multiple given the probability for stagnant growth in the next several years. Therefore, we could see multiple compression in Apple from now on, and the company's downturn could drag the broader down as well.</p>\n<p>The problem is that Apple accounts for a substantial portion of the S&amp;P 500's weight (6%). Another problem is that Apple is not alone, and this may come as a surprise to many people, but Apple is not even the most significant component of the SPX.</p>\n<p><b>Microsoft</b>(MSFT):</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9788532fa13a3b90f86289660c2cb238\" tg-width=\"726\" tg-height=\"771\" width=\"100%\" height=\"auto\"><span>Source: StockCharts.com -Microsoft's stock would look much more attractive with a forward P/E ratio of about 30, suggesting a 20% correction for the stock. Microsoft at $270 looks like a much better buy than it is now.</span></p>\n<p>Talk about being overbought technically. Just look at Microsoft. The RSI here is approaching 80, the stock is up by nearly 60% over the last year, and Microsoft is now the most valuable company globally. Yes, this $2.52 trillion behemoth now accounts for around 6.35% of the SPX's weight. Now, I wish I could say that Microsoft is relatively inexpensive, but that is far from true. On the contrary, Microsoft trades at a whopping37 times forward earnings&nbsp;expectations.</p>\n<p>Granted, Microsoft offers better growth prospects than Apple in future years, but nearly 40 times forward estimates for a stock that could increase earnings by about 10-15% next year is very expensive. We don't typically value huge companies relative to their sales, but Microsoft now trades at a ridiculously high 15 times TTM sales.</p>\n<p>I also want to emphasize the growing influence of big tech in the S&amp;P 500 and other major averages. The top seven weighted holdings in the S&amp;P 500 are seven giant tech companies that account for a whopping27% of the index's weight. It's not difficult to imagine what will happen to the S&amp;P 500 and other major stock indexes when this massive tech bubble unwinds or corrects down the line.</p>\n<p><b>S&amp;P 500 Shiller P/E ratio</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2758adbaf32d04dd18b08589062e6f62\" tg-width=\"1669\" tg-height=\"739\" width=\"100%\" height=\"auto\"><span>Source:multpl.com</span></p>\n<p>I spoke about Microsoft's lofty forward P/E ratio, but it is essentially in line with the Shiller/cyclically adjusted P/E ratio on the entire S&amp;P 500 right now. So, we see that this phenomenon of remarkably high valuations is not only concentrated in tech but is widespread right now. We also see that similar valuations have only been observed once before in history. Yes, around the height of the dot-com bubble, some of us know how that turned out, and the outcome was unfavorable for stocks.</p>\n<p>Another factor I want to go over is that while I use a forward P/E in many instances, no one knows what company earnings will be next year. We saw quite a few&nbsp;misses last quarter, far more disappointing results than was expected. Apple and Amazon (AMZN) are just a couple of examples, but many more big names missed guidance.</p>\n<p><b>Therefore, if we look at TTM P/E multiples:</b></p>\n<ul>\n <li>Microsoft: 42</li>\n <li>Apple: 27</li>\n <li>Nvidia: 90</li>\n <li>Tesla: 228</li>\n <li>AMD: 63</li>\n <li>Lucid: N/A</li>\n</ul>\n<p>The Bottom Line</p>\n<p>We see many names trading at extremely high valuations right now. Moreover, many prominent companies and major stock market averages are grossly overbought technically. While I focused primarily on the dominant tech companies that account for a massive part of the S&amp;P 500's total weight, the frothy valuations go well beyond technology. The stock market, in general, looks frothy here technically, as well as from a fundamental perspective. Now, we could see a dynamic where the ultra-high multiple names that have skyrocketed lately begin to pull back. Simultaneously, we could see companies like Apple trade sideways or ever move lower due to growth concerns and subsequent multiple contractions. The result could be a \"deflation\" of the current bubble, which could cause a correction or even a mini-crash to occur as we advance into next year.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Get Too Comfortable: The Crash May Be 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\">\nDon't Get Too Comfortable: The Crash May Be Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-10 16:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4467619-dont-get-too-comfortable-the-crash-is-coming><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTech stocks are surging left and right like it's 1999 all over again.\nThe S&P 500's cyclically adjusted P/E ratio was higher just once before now. Yes, you guessed it, leading up to the 2000 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4467619-dont-get-too-comfortable-the-crash-is-coming\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4467619-dont-get-too-comfortable-the-crash-is-coming","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1179287524","content_text":"Summary\n\nTech stocks are surging left and right like it's 1999 all over again.\nThe S&P 500's cyclically adjusted P/E ratio was higher just once before now. Yes, you guessed it, leading up to the 2000 market top.\nWhile technology is leading the charge, sky-high valuations seem to be widespread amongst multiple sectors.\nA correction in ultra-high multiple names combined with multiple compression in more mature companies could cause a market meltdown soon.\nLooking for a helping hand in the market? Members of The Financial Prophet get exclusive ideas and guidance to navigate any climate.\n\nThere is extensive froth in the stock market right now, and you don't have to go far or dig deep to see what I mean.\nThe S&P 500/SPX(SP500)\nSource: StockCharts.com\nThe S&P 500 has now gained about 10% since I began calling to an end to the recent pullback at the lows several weeks ago. We've seen remarkable gains in a short time frame, as the SPX has appreciated in 18 out of its last 20 trading sessions. Moreover, the major stock average is up by about 35% over the previous year.\nTechnically, the image is significantly overheated right now. The relative strength index (\"RSI\") is nearing 80, the highest level in over a year. The last time the RSI surged to 80 was right before the 10% correction last September. Moreover, the full stochastic is elevated and looks ready to turn downward, implying a possible shift in sentiment.\nInvesco Nasdaq 100 ETF(QQQ)\nSource: StockCharts.com\nThe Nasdaq 100 is even worse. QQQ looks like it topped out at $400, about a 15% gain from recent lows just several weeks ago. The RSI reached the absurdly high 80 levels and is hovering around 77, signaling highly overbought technical conditions. Incredibly, were looking at about a 43% gain over the last year here. Several other technical elements jump out. QQQ's price is now about 7% above its 50-day moving average. Again, the last time we saw anything close to this disconnect was the short-term top going into September 2020. Now we see the full stochastic turning downward, and the black candle at the recent top could mean that high-flying tech stocks are ready to head lower for now.\nTech Stocks Gone Wild\nThere is no shortage of froth in the tech sector today. I don't mean just technically, as fundamentally, some valuations seem absurd right now.\nNVIDIA(NVDA)\nSource: StockCharts.com\nNvidia is a great company, and the stock has performed exceptionally well lately. Possibly too well, as shares have nearly tripled in just about one year, and the company is approaching a forward P/E valuation of 80 now. Also, if you thought an RSI of 80 was high, check out Nvidia pushing up to around 90 right now. In some cases, an 80 P/E ratio could make sense, but Nvidia is not likely to show exceptional earnings growth in future years. On the contrary, projections illustrate the probability of modest EPS growth in upcoming years.\nTherefore, Nvidia with a forward P/E ratio of 80 doesn't make sense in my mind. Additionally, the company is now around a $750 billion valuation with just about $25 billion in revenues set to come in this year. Thus, Nvidia is trading at about 30 times sales right now.\nThirty times sales, what? Is Nvidia a rapidly growing small-cap tech or biotechnology firm? No, it is not. Nvidia is the top tech stock gone wild lately. It is now a mega-cap tech name, the number 7 weight wise company in the S&P 500, and it looks hugely overvalued at this point.\nI am no Nvidia bear, and I owned shares in prior quarters. Possibly the only reason I don't own Nvidia now is that I have AMD in my portfolio. However, with the stock now 36% above its 50-day MA on essentially no news, things are getting absurd.\nNvidia could drop by 33% from here, and it would still be relatively expensive at $200 with a forward multiple above $50.\nTesla(TSLA)\nSource: StockCharts.com\nIf you thought Nvidia's valuation was an end to the madness, it's not, likely only the beginning. Let's talk about Tesla for a minute. Now, I am a long-term supporter of Tesla, I've owned the company's shares for a long time, and I've written many positive articles about the company. The first article I ever wrote on Seeking Alpha was \"Will Tesla Become A Trillion Dollar Company?\" Now, Tesla became a trillion-dollar company much sooner than I anticipated, and I took profits in the stock at around $1,200 recently.\nI still like Tesla longer-term, but let's face it, we're dealing with a stock that has expanded by about 4.5X over the last year (this is on top of a remarkable runup the previous year). While it might not be fair to judge Tesla's valuation on its 190 forward P/E multiple, I think the stock is richly priced at 22 times sales.\nTechnically, the image is mind-boggling, as Tesla recently surged to 50% above its 50-day MA and hit an RSI level well above 90. Tesla is now the fifth-largest S&P 500 component and accounts for about 2.5% of the major average's weight.\nTesla is not the only stock to go wild in the EV space. We see other players like Lucid (LCID) hitting ludicrous valuations. Lucid now trades at a valuation of around $70 billion, while analysts anticipate the company to bring in about $1.7 billion in revenues next year. We're looking at a forward P/S ratio of about 40 here now. Lucid is another stock that has been up by about 4.5X over the last year, and this is another nameI took profits in recently.\nTesla could drop to around $800 - 900 support, roughly around a 25-33% pullback from recent highs. The stock would look far more attractive then.\nAdvanced Micro Devices(AMD)\nSource: StockCharts.com\nAMD has been one of my favorite stocks recently, and this is one that I'm still long for now. However, the recent runup has been intense. We see an RSI closing in on 90, and this name has nearly doubled over the last year. Yet, at about ten times sales and a forward P/E below 50, it seems relatively cheap to names like Nvidia and others right now. Incredibly, right?\nThe list of big tech stocks surging lately can go on and on, but I want to look at the most prominent tech stock in the world that is not surging lately. I think it is pretty telling what Apple's stock is doing right now.\nAMD could use about a 20% discount around here. A forward P/E ratio closer to 40 would make the stock much more attractive at approximately $120 a share. I am using spreads to hedge my position here. Otherwise, I would take profits now.\nApple(AAPL)\nSource: StockCharts.com - Apple could get its P/E ratio compressed to around 20, implying a price of about $112 for its shares.\nSo, what is Apple doing lately? Well, not much, as the stock is not skyrocketing to new ATHs as many other technology names are right now. It appears that Apple topped out in early September and has failed to make new highs since. Now, we see a lower high being put in, and Apple looks like it could trade sideways or even head lower for now.\nNow, I spoke about Apple being dead money in my previous article on the company, but there is a good reason for this, in my view. While Apple is not trading at 80 or 50 times forward earnings projections, the company is trading at about27 times forward earning sexpectations. The problem is that while AMD, Nvidia, Tesla, and others are still strong growth stories, Apple likely has minimal growth potential in the next few years.\nAnalysts are typically bullish on Apple but predict low single-digit revenue and EPS growth in future years. So, why is Apple trading at such a premium multiple? After all, 27 times forward earnings are not cheap, and even in the current environment, a company should have robust growth prospects for the next several years.\nApple seems overvalued here, and the company does not deserve such a premium multiple given the probability for stagnant growth in the next several years. Therefore, we could see multiple compression in Apple from now on, and the company's downturn could drag the broader down as well.\nThe problem is that Apple accounts for a substantial portion of the S&P 500's weight (6%). Another problem is that Apple is not alone, and this may come as a surprise to many people, but Apple is not even the most significant component of the SPX.\nMicrosoft(MSFT):\nSource: StockCharts.com -Microsoft's stock would look much more attractive with a forward P/E ratio of about 30, suggesting a 20% correction for the stock. Microsoft at $270 looks like a much better buy than it is now.\nTalk about being overbought technically. Just look at Microsoft. The RSI here is approaching 80, the stock is up by nearly 60% over the last year, and Microsoft is now the most valuable company globally. Yes, this $2.52 trillion behemoth now accounts for around 6.35% of the SPX's weight. Now, I wish I could say that Microsoft is relatively inexpensive, but that is far from true. On the contrary, Microsoft trades at a whopping37 times forward earnings expectations.\nGranted, Microsoft offers better growth prospects than Apple in future years, but nearly 40 times forward estimates for a stock that could increase earnings by about 10-15% next year is very expensive. We don't typically value huge companies relative to their sales, but Microsoft now trades at a ridiculously high 15 times TTM sales.\nI also want to emphasize the growing influence of big tech in the S&P 500 and other major averages. The top seven weighted holdings in the S&P 500 are seven giant tech companies that account for a whopping27% of the index's weight. It's not difficult to imagine what will happen to the S&P 500 and other major stock indexes when this massive tech bubble unwinds or corrects down the line.\nS&P 500 Shiller P/E ratio\nSource:multpl.com\nI spoke about Microsoft's lofty forward P/E ratio, but it is essentially in line with the Shiller/cyclically adjusted P/E ratio on the entire S&P 500 right now. So, we see that this phenomenon of remarkably high valuations is not only concentrated in tech but is widespread right now. We also see that similar valuations have only been observed once before in history. Yes, around the height of the dot-com bubble, some of us know how that turned out, and the outcome was unfavorable for stocks.\nAnother factor I want to go over is that while I use a forward P/E in many instances, no one knows what company earnings will be next year. We saw quite a few misses last quarter, far more disappointing results than was expected. Apple and Amazon (AMZN) are just a couple of examples, but many more big names missed guidance.\nTherefore, if we look at TTM P/E multiples:\n\nMicrosoft: 42\nApple: 27\nNvidia: 90\nTesla: 228\nAMD: 63\nLucid: N/A\n\nThe Bottom Line\nWe see many names trading at extremely high valuations right now. Moreover, many prominent companies and major stock market averages are grossly overbought technically. While I focused primarily on the dominant tech companies that account for a massive part of the S&P 500's total weight, the frothy valuations go well beyond technology. The stock market, in general, looks frothy here technically, as well as from a fundamental perspective. Now, we could see a dynamic where the ultra-high multiple names that have skyrocketed lately begin to pull back. Simultaneously, we could see companies like Apple trade sideways or ever move lower due to growth concerns and subsequent multiple contractions. The result could be a \"deflation\" of the current bubble, which could cause a correction or even a mini-crash to occur as we advance into next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847892487,"gmtCreate":1636504816128,"gmtModify":1636505011156,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>已经没希望了。","listText":"<a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>已经没希望了。","text":"$DermTech, Inc.(DMTK)$已经没希望了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847892487","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":696112507,"gmtCreate":1640649536719,"gmtModify":1640649537114,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Then.. whats the point.. can eat?","listText":"Then.. whats the point.. can eat?","text":"Then.. whats the point.. can eat?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/696112507","repostId":"2194101666","repostType":2,"repost":{"id":"2194101666","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1640649070,"share":"https://www.laohu8.com/m/news/2194101666?lang=&edition=full","pubTime":"2021-12-28 07:51","market":"us","language":"en","title":"Didi bars employees from selling shares indefinitely - FT","url":"https://stock-news.laohu8.com/highlight/detail?id=2194101666","media":"Reuters","summary":"(Reuters) - Chinese ride-hailing giant Didi Global Inc has barred current and former employees from ","content":"<p>(Reuters) - Chinese ride-hailing giant Didi Global Inc has barred current and former employees from selling shares of the company indefinitely, the Financial Times reported on Monday, citing people familiar with the matter.</p>\n<p>The 180-day lock-up period post the company's initial public offering during which current and former staff were not permitted to sell shares was supposed to end on Dec. 27, but the prohibition has been extended without a new end date, the report said.</p>\n<p>Employees will not be able to sell shares until after the company has listed in Hong Kong, according to the report.</p>\n<p>Didi did not immediately respond to a Reuters request for comment.</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>Didi bars employees from selling shares indefinitely - FT</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\">\nDidi bars employees from selling shares indefinitely - FT\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-28 07:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Reuters) - Chinese ride-hailing giant Didi Global Inc has barred current and former employees from selling shares of the company indefinitely, the Financial Times reported on Monday, citing people familiar with the matter.</p>\n<p>The 180-day lock-up period post the company's initial public offering during which current and former staff were not permitted to sell shares was supposed to end on Dec. 27, but the prohibition has been extended without a new end date, the report said.</p>\n<p>Employees will not be able to sell shares until after the company has listed in Hong Kong, according to the report.</p>\n<p>Didi did not immediately respond to a Reuters request for comment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4539":"次新股","BK4526":"热门中概股","DIDI":"滴滴(已退市)","BK4561":"索罗斯持仓","BK4535":"淡马锡持仓","BK4022":"陆运","BK4505":"高瓴资本持仓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194101666","content_text":"(Reuters) - Chinese ride-hailing giant Didi Global Inc has barred current and former employees from selling shares of the company indefinitely, the Financial Times reported on Monday, citing people familiar with the matter.\nThe 180-day lock-up period post the company's initial public offering during which current and former staff were not permitted to sell shares was supposed to end on Dec. 27, but the prohibition has been extended without a new end date, the report said.\nEmployees will not be able to sell shares until after the company has listed in Hong Kong, according to the report.\nDidi did not immediately respond to a Reuters request for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":105877109,"gmtCreate":1620293892401,"gmtModify":1631883800111,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>回跌破90?","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>回跌破90?","text":"$Unity Software Inc.(U)$回跌破90?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/105877109","isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699850497,"gmtCreate":1639784372829,"gmtModify":1639792862109,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Tencents? Provided it is not sabotaged by political reasons.","listText":"Tencents? Provided it is not sabotaged by political reasons.","text":"Tencents? Provided it is not sabotaged by political reasons.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699850497","repostId":"2192597562","repostType":4,"repost":{"id":"2192597562","kind":"highlight","pubTimestamp":1639752981,"share":"https://www.laohu8.com/m/news/2192597562?lang=&edition=full","pubTime":"2021-12-17 22:56","market":"us","language":"en","title":"Top 10 Metaverse Stocks in META, the World's First Metaverse ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=2192597562","media":"Motley Fool","summary":"The Roundhill Ball Metaverse ETF's five largest holdings are Nvidia, Roblox, Microsoft, Meta Platforms, and Unity Software.","content":"<p>Investors are abuzz about the metaverse. This term catapulted into the mainstream in late October when the social media giant formerly known as Facebook announced it was changing its corporate name to <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (NASDAQ:FB) to reflect its focus on the metaverse.</p>\n<p>The metaverse, which is essentially a melding of the physical and virtual worlds, is widely viewed as the next evolution of the internet. Market size projections for the metaverse vary widely, so suffice it to say this space is poised to be massive.</p>\n<p>Let's take a look at the <b><a href=\"https://laohu8.com/S/META\">Roundhill Ball Metaverse ETF</a> </b>(NYSEMKT:META), the world's first metaverse exchange-traded fund (ETF). You might decide that one or more of this ETF's holdings are worth further exploration or that you want to buy the ETF itself.</p>\n<h2>Roundhill Ball Metaverse ETF: Performance and the basics</h2>\n<p>This ETF only began trading on June 30, 2021, so it's too soon to make any judgments about its performance. That said, since its inception, it's down 2.1% through Dec. 16. This performance lags that of the broader market, as the <b>S&amp;P 500 </b>index has returned 9.5% and the tech-heavy <b>Nasdaq Composite</b> has gained 4.7% over this period.</p>\n<p>The Roundhill Ball Metaverse ETF is an index fund that's designed to track the performance of the Ball Metaverse Index, which consists of a portfolio of worldwide companies involved in the metaverse. It had 40 holdings as of Dec. 16. The fund is rebalanced quarterly and has an expense ratio of 0.75%, which is moderately reasonable.</p>\n<p>This ETF is far from a pure play on the metaverse, as its holdings are mostly huge companies that are involved in multiple businesses.</p>\n<h2>Roundhill Ball Metaverse ETF: Top 10 stock holdings</h2>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Holding No.&nbsp;</b></p></th>\n   <th><p><b>&nbsp;Company</b></p></th>\n   <th><p><b>Market Cap&nbsp;</b></p></th>\n   <th><p>Wall Street's Projected Annualized EPS Growth Over Next 5 Years</p></th>\n   <th><p><b>Weight (% of Portfolio)</b></p></th>\n   <th><p><b>YTD 2021 Return&nbsp;</b></p></th>\n  </tr>\n </thead>\n <thead></thead>\n <tbody>\n  <tr>\n   <td width=\"101\"><p>1</p></td>\n   <td width=\"198\"><p><b>Nvidia </b>(NASDAQ:NVDA)</p></td>\n   <td width=\"108\"><p>$710 billion</p></td>\n   <td>39.4%</td>\n   <td width=\"102\"><p>10.6%</p></td>\n   <td width=\"108\"><p>118%</p></td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>2</p></td>\n   <td width=\"198\"><p><b>Roblox </b>(NYSE:RBLX)</p></td>\n   <td width=\"108\"><p>$55 billion</p></td>\n   <td>N/A</td>\n   <td width=\"102\"><p>8.6%</p></td>\n   <td width=\"108\"><p>N/A*</p></td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>3</p></td>\n   <td width=\"198\"><p><b>Microsoft </b>(NASDAQ:MSFT)</p></td>\n   <td width=\"108\"><p>$2.4 trillion</p></td>\n   <td>16.5%</td>\n   <td width=\"102\">7.7%</td>\n   <td width=\"108\">47.3%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>4</p></td>\n   <td width=\"198\"><p><b>Meta Platforms</b></p></td>\n   <td width=\"108\"><p>$932 billion</p></td>\n   <td>21.4%</td>\n   <td width=\"102\">6.6%</td>\n   <td width=\"108\">22.6%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>5</p></td>\n   <td width=\"198\"><p><b>Unity Software </b>(NYSE:U)</p></td>\n   <td width=\"108\"><p>$38 billion</p></td>\n   <td>N/A</td>\n   <td width=\"102\">4.9%</td>\n   <td width=\"108\">(13%)</td>\n  </tr>\n  <tr>\n   <td><p>6</p></td>\n   <td><p><b>Apple</b></p></td>\n   <td>$2.8 trillion</td>\n   <td>15.7%</td>\n   <td>4.2%</td>\n   <td>30.6%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>7</p></td>\n   <td width=\"198\"><p><b>Amazon.com</b></p></td>\n   <td width=\"108\"><p>$1.7 trillion</p></td>\n   <td>36%</td>\n   <td width=\"102\">4.2%</td>\n   <td width=\"108\">3.7%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>8</p></td>\n   <td width=\"198\"><p><b>Autodesk</b></p></td>\n   <td width=\"108\"><p>$59 billion</p></td>\n   <td>28.8%</td>\n   <td width=\"102\">4.1%</td>\n   <td width=\"108\">(11.7%)</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>9</p></td>\n   <td width=\"198\"><p><b>Qualcomm</b></p></td>\n   <td width=\"108\"><p>$200 billion</p></td>\n   <td>25.6%</td>\n   <td width=\"102\">3.9%</td>\n   <td width=\"108\">19.1%</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>10</p></td>\n   <td width=\"198\"><p><b>Tencent Holdings</b></p></td>\n   <td width=\"108\"><p>$545 billion</p></td>\n   <td>3.7%</td>\n   <td width=\"102\"><p>3.9%</p></td>\n   <td width=\"108\">(20.8%)</td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>Total Top 10</p></td>\n   <td width=\"198\"><p>N/A</p></td>\n   <td width=\"108\"><p>N/A</p></td>\n   <td>N/A</td>\n   <td width=\"102\"><p>58.7%</p></td>\n   <td width=\"108\"><p>N/A</p></td>\n  </tr>\n  <tr>\n   <td width=\"101\"><p>N/A</p></td>\n   <td width=\"198\"><p><b>S&amp;P 500</b> / <b>Nasdaq Composite Indexes</b></p></td>\n   <td width=\"108\"><p>N/A</p></td>\n   <td>N/A</td>\n   <td width=\"102\"><p>N/A</p></td>\n   <td width=\"108\">26% / 17.8%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data sources: Roundhill Ball Metaverse ETF, Yahoo! Finance, and YCharts. EPS = earnings per share. YTD = year to date. *Roblox went public via a direct listing on March 10, 2021; its stock is up 47.6% from the opening price on the first trading day. Data to Dec. 16, 2021.</p>\n<p>Below is a brief look at how the top five companies in this ETF are involved in the metaverse.</p>\n<p>Nvidia is a \"pick-and-shovel\" play on the metaverse. That is, the computer gaming and tech giant provides the tools other companies need to create their own metaverses. Most notable among these tools is its recently launched Omniverse platform. The \"Omniverse brings together Nvidia's expertise in AI [artificial intelligence], simulation, graphics, and computing infrastructure,\" CEO Jensen Huang said last month in the company's release of its stellar fiscal third-quarter results.</p>\n<p>Roblox (No. 2) and Unity Software (No. 5) are gaming engines that can be used to create virtual worlds. They're both relatively new to the public markets: Roblox went public in March 2021 via a direct listing on the New York Stock Exchange and Unity held its initial public offering (IPO) in September 2020. Both companies are rapidly growing revenue, but neither is profitable from an accounting standpoint.</p>\n<p>Microsoft has been building Mesh, its mixed-reality platform that will power Microsoft Teams and other applications. Users will be able to access Mesh on the company's enterprise-focused augmented-reality headset HoloLens 2, as well as virtual reality (VR) headsets, mobile phones, tablets, or PCs using any Mesh-enabled app.</p>\n<p>Last week, Meta Platforms took its first leap into the metaverse via its public launch of Horizon Worlds to adults in the U.S. and Canada. Horizon Worlds is a free social VR platform in which users equipped with the company's Oculus Quest 2 VR headsets can interact.</p>\n<h2>A solid way to invest in the metaverse</h2>\n<p>The Roundhill Ball Metaverse ETF looks like a solid way for investors to get exposure to the metaverse. The drawback of ETFs is the same as their advantage: diversification. Indeed, investors willing to do some work and select individual stocks should have a decent shot at outperforming this fund.</p>\n<p>If you're looking for a larger company that's profitable, it's probably hard to go wrong with Nvidia, Microsoft, Amazon, or Apple. Meta Platforms (the former Facebook) isn't as good a bet. It has higher regulatory risk than the other big U.S.-based tech companies, in my view. Moreover, it has nearly all its (revenue) eggs in one basket because it generates almost all of its revenue from digital advertising.</p>\n<p>Risk-averse investors should steer clear of Tencent Holdings because it's headquartered in China. The Chinese government has been cracking down on tech companies, making their regulatory risk high.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Metaverse Stocks in META, the World's First Metaverse ETF</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop 10 Metaverse Stocks in META, the World's First Metaverse ETF\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 22:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/17/invest-in-metaverse-stocks-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are abuzz about the metaverse. This term catapulted into the mainstream in late October when the social media giant formerly known as Facebook announced it was changing its corporate name to...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/17/invest-in-metaverse-stocks-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4565":"NFT概念","BK4528":"SaaS概念","IPO":"Renaissance IPO ETF","BK4516":"特朗普概念","BK4023":"应用软件","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","RBLX":"Roblox Corporation","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4508":"社交媒体","BK4524":"宅经济概念","BK4535":"淡马锡持仓","MSFT":"微软","BK4538":"云计算","BK4077":"互动媒体与服务","BK4543":"AI","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4097":"系统软件","BK4547":"WSB热门概念","VR":"GLOBAL X METAVERSE ETF","NVDA":"英伟达","BK4504":"桥水持仓","BK4085":"互动家庭娱乐","BK4549":"软银资本持仓","U":"Unity Software Inc.","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2021/12/17/invest-in-metaverse-stocks-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192597562","content_text":"Investors are abuzz about the metaverse. This term catapulted into the mainstream in late October when the social media giant formerly known as Facebook announced it was changing its corporate name to Meta Platforms (NASDAQ:FB) to reflect its focus on the metaverse.\nThe metaverse, which is essentially a melding of the physical and virtual worlds, is widely viewed as the next evolution of the internet. Market size projections for the metaverse vary widely, so suffice it to say this space is poised to be massive.\nLet's take a look at the Roundhill Ball Metaverse ETF (NYSEMKT:META), the world's first metaverse exchange-traded fund (ETF). You might decide that one or more of this ETF's holdings are worth further exploration or that you want to buy the ETF itself.\nRoundhill Ball Metaverse ETF: Performance and the basics\nThis ETF only began trading on June 30, 2021, so it's too soon to make any judgments about its performance. That said, since its inception, it's down 2.1% through Dec. 16. This performance lags that of the broader market, as the S&P 500 index has returned 9.5% and the tech-heavy Nasdaq Composite has gained 4.7% over this period.\nThe Roundhill Ball Metaverse ETF is an index fund that's designed to track the performance of the Ball Metaverse Index, which consists of a portfolio of worldwide companies involved in the metaverse. It had 40 holdings as of Dec. 16. The fund is rebalanced quarterly and has an expense ratio of 0.75%, which is moderately reasonable.\nThis ETF is far from a pure play on the metaverse, as its holdings are mostly huge companies that are involved in multiple businesses.\nRoundhill Ball Metaverse ETF: Top 10 stock holdings\n\n\n\nHolding No. \n Company\nMarket Cap \nWall Street's Projected Annualized EPS Growth Over Next 5 Years\nWeight (% of Portfolio)\nYTD 2021 Return \n\n\n\n\n\n1\nNvidia (NASDAQ:NVDA)\n$710 billion\n39.4%\n10.6%\n118%\n\n\n2\nRoblox (NYSE:RBLX)\n$55 billion\nN/A\n8.6%\nN/A*\n\n\n3\nMicrosoft (NASDAQ:MSFT)\n$2.4 trillion\n16.5%\n7.7%\n47.3%\n\n\n4\nMeta Platforms\n$932 billion\n21.4%\n6.6%\n22.6%\n\n\n5\nUnity Software (NYSE:U)\n$38 billion\nN/A\n4.9%\n(13%)\n\n\n6\nApple\n$2.8 trillion\n15.7%\n4.2%\n30.6%\n\n\n7\nAmazon.com\n$1.7 trillion\n36%\n4.2%\n3.7%\n\n\n8\nAutodesk\n$59 billion\n28.8%\n4.1%\n(11.7%)\n\n\n9\nQualcomm\n$200 billion\n25.6%\n3.9%\n19.1%\n\n\n10\nTencent Holdings\n$545 billion\n3.7%\n3.9%\n(20.8%)\n\n\nTotal Top 10\nN/A\nN/A\nN/A\n58.7%\nN/A\n\n\nN/A\nS&P 500 / Nasdaq Composite Indexes\nN/A\nN/A\nN/A\n26% / 17.8%\n\n\n\nData sources: Roundhill Ball Metaverse ETF, Yahoo! Finance, and YCharts. EPS = earnings per share. YTD = year to date. *Roblox went public via a direct listing on March 10, 2021; its stock is up 47.6% from the opening price on the first trading day. Data to Dec. 16, 2021.\nBelow is a brief look at how the top five companies in this ETF are involved in the metaverse.\nNvidia is a \"pick-and-shovel\" play on the metaverse. That is, the computer gaming and tech giant provides the tools other companies need to create their own metaverses. Most notable among these tools is its recently launched Omniverse platform. The \"Omniverse brings together Nvidia's expertise in AI [artificial intelligence], simulation, graphics, and computing infrastructure,\" CEO Jensen Huang said last month in the company's release of its stellar fiscal third-quarter results.\nRoblox (No. 2) and Unity Software (No. 5) are gaming engines that can be used to create virtual worlds. They're both relatively new to the public markets: Roblox went public in March 2021 via a direct listing on the New York Stock Exchange and Unity held its initial public offering (IPO) in September 2020. Both companies are rapidly growing revenue, but neither is profitable from an accounting standpoint.\nMicrosoft has been building Mesh, its mixed-reality platform that will power Microsoft Teams and other applications. Users will be able to access Mesh on the company's enterprise-focused augmented-reality headset HoloLens 2, as well as virtual reality (VR) headsets, mobile phones, tablets, or PCs using any Mesh-enabled app.\nLast week, Meta Platforms took its first leap into the metaverse via its public launch of Horizon Worlds to adults in the U.S. and Canada. Horizon Worlds is a free social VR platform in which users equipped with the company's Oculus Quest 2 VR headsets can interact.\nA solid way to invest in the metaverse\nThe Roundhill Ball Metaverse ETF looks like a solid way for investors to get exposure to the metaverse. The drawback of ETFs is the same as their advantage: diversification. Indeed, investors willing to do some work and select individual stocks should have a decent shot at outperforming this fund.\nIf you're looking for a larger company that's profitable, it's probably hard to go wrong with Nvidia, Microsoft, Amazon, or Apple. Meta Platforms (the former Facebook) isn't as good a bet. It has higher regulatory risk than the other big U.S.-based tech companies, in my view. Moreover, it has nearly all its (revenue) eggs in one basket because it generates almost all of its revenue from digital advertising.\nRisk-averse investors should steer clear of Tencent Holdings because it's headquartered in China. The Chinese government has been cracking down on tech companies, making their regulatory risk high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826880276,"gmtCreate":1634003257402,"gmtModify":1634003257509,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>应该是要突破12-13","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>应该是要突破12-13","text":"$Tiger Brokers(TIGR)$应该是要突破12-13","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/826880276","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363140698,"gmtCreate":1614117804514,"gmtModify":1631888672616,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NEE\">$NextEra(NEE)$</a>靠你了!","listText":"<a href=\"https://laohu8.com/S/NEE\">$NextEra(NEE)$</a>靠你了!","text":"$NextEra(NEE)$靠你了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/363140698","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517266787513625","authorId":"3517266787513625","name":"Ben__","avatar":"https://static.tigerbbs.com/480207e027ab2eef39515bdff391ff4e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3517266787513625","authorIdStr":"3517266787513625"},"content":"他是长期股 没有你想的爆升的","text":"他是长期股 没有你想的爆升的","html":"他是长期股 没有你想的爆升的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844089875,"gmtCreate":1636377318787,"gmtModify":1636377612454,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Thanks&nbsp;<a href=\"https://laohu8.com/U/3566385558470298\">@Venus_M</a>","listText":"Thanks&nbsp;<a href=\"https://laohu8.com/U/3566385558470298\">@Venus_M</a>","text":"Thanks @Venus_M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/844089875","repostId":"844001458","repostType":1,"repost":{"id":844001458,"gmtCreate":1636374207071,"gmtModify":1636378703510,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【发奖】万圣节抓鬼大作战","htmlText":"恭喜以下虎友获得666虎币 <a href=\"https://laohu8.com/U/3576456086582950\">@tungngie</a>,<a href=\"https://laohu8.com/U/3577615574373101\">@JZ8</a>,<a href=\"https://laohu8.com/U/4088149090977750\">@Fenger1188</a>,<a href=\"https://laohu8.com/U/3569197567080839\">@A10A10</a>,<a href=\"https://laohu8.com/U/4089383496572850\">@WanEH</a>,<a href=\"https://laohu8.com/U/4094036033038600\">@zerolih</a>,<a href=\"https://laohu8.com/U/4087985010001390\">@flystyle</a>,<a href=\"https://laohu8.com/U/4087795679119030\">@fcclgh</a>,<a href=\"https://laohu8.com/U/4089812543711440\">@Tiramisu2020</a>,<a href=\"https://laohu8.com/U/3582432838333258\">@刻在你心底的名字</a>,<a href=\"https://laohu8.com/U/3574672033798806\">@MT17</a>,<a href=\"https://laohu8.com/U/4088982780423920\">@Desw</a>,<a href=\"https://laohu8.com/U/4091612576314620\">@A灋一</a>,","listText":"恭喜以下虎友获得666虎币 <a href=\"https://laohu8.com/U/3576456086582950\">@tungngie</a>,<a href=\"https://laohu8.com/U/3577615574373101\">@JZ8</a>,<a href=\"https://laohu8.com/U/4088149090977750\">@Fenger1188</a>,<a href=\"https://laohu8.com/U/3569197567080839\">@A10A10</a>,<a href=\"https://laohu8.com/U/4089383496572850\">@WanEH</a>,<a href=\"https://laohu8.com/U/4094036033038600\">@zerolih</a>,<a href=\"https://laohu8.com/U/4087985010001390\">@flystyle</a>,<a href=\"https://laohu8.com/U/4087795679119030\">@fcclgh</a>,<a href=\"https://laohu8.com/U/4089812543711440\">@Tiramisu2020</a>,<a href=\"https://laohu8.com/U/3582432838333258\">@刻在你心底的名字</a>,<a href=\"https://laohu8.com/U/3574672033798806\">@MT17</a>,<a href=\"https://laohu8.com/U/4088982780423920\">@Desw</a>,<a href=\"https://laohu8.com/U/4091612576314620\">@A灋一</a>,","text":"恭喜以下虎友获得666虎币 @tungngie,@JZ8,@Fenger1188,@A10A10,@WanEH,@zerolih,@flystyle,@fcclgh,@Tiramisu2020,@刻在你心底的名字,@MT17,@Desw,@A灋一,","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844001458","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566385558470298","authorIdStr":"3566385558470298"},"content":"i found your twin bro! he's now following you 🤭 i mixed up you and him actually only last week then i realise u both 2 diff person [LOL]","text":"i found your twin bro! he's now following you 🤭 i mixed up you and him actually only last week then i realise u both 2 diff person [LOL]","html":"i found your twin bro! he's now following you 🤭 i mixed up you and him actually only last week then i realise u both 2 diff person [LOL]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822235246,"gmtCreate":1634133813580,"gmtModify":1634133824632,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>is there another term for worse than disappointing?","listText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>is there another term for worse than disappointing?","text":"$GrowGeneration Corp.(GRWG)$is there another term for worse than disappointing?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/822235246","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322626739,"gmtCreate":1615804522121,"gmtModify":1703493212525,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNOX\">$Nano-X Imaging Ltd.(NNOX)$</a>what happened?","listText":"<a href=\"https://laohu8.com/S/NNOX\">$Nano-X Imaging Ltd.(NNOX)$</a>what happened?","text":"$Nano-X Imaging Ltd.(NNOX)$what happened?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/322626739","isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357933805,"gmtCreate":1617229512607,"gmtModify":1634521986512,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUTU\">$Futu Holdings Limited(FUTU)$</a>谢谢合作!","listText":"<a href=\"https://laohu8.com/S/FUTU\">$Futu Holdings Limited(FUTU)$</a>谢谢合作!","text":"$Futu Holdings Limited(FUTU)$谢谢合作!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/357933805","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388658002,"gmtCreate":1613055010306,"gmtModify":1703768919380,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>how come nobody talks about this stock?","listText":"<a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>how come nobody talks about this stock?","text":"$DermTech, Inc.(DMTK)$how come nobody talks about this stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/388658002","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574587136063563","authorId":"3574587136063563","name":"波比的姐姐","avatar":"https://static.tigerbbs.com/88e31b92e4c96808dc17493c5df9f559","crmLevel":2,"crmLevelSwitch":0,"idStr":"3574587136063563","authorIdStr":"3574587136063563"},"content":"持有半个月了","text":"持有半个月了","html":"持有半个月了"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698040581,"gmtCreate":1640268502750,"gmtModify":1640268517690,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Yayaya","listText":"Yayaya","text":"Yayaya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698040581","repostId":"2193146721","repostType":2,"repost":{"id":"2193146721","kind":"highlight","pubTimestamp":1640265900,"share":"https://www.laohu8.com/m/news/2193146721?lang=&edition=full","pubTime":"2021-12-23 21:25","market":"us","language":"en","title":"5 Red Flags for Palantir's Future","url":"https://stock-news.laohu8.com/highlight/detail?id=2193146721","media":"Motley Fool","summary":"The data mining firm's stock has dropped to a 52-week low for five reasons.","content":"<p>Last September, I bought a large position in <b>Palantir Technologies</b> (NYSE:PLTR)&nbsp;at just under $10 per share after it went public through a direct listing. The market's interest in the data mining firm was muted at first, but its stock skyrocketed to $45 per share during the Reddit-fueled rally in late January.</p>\n<p>I sold a third of my position at the time to take out my original investment, then held on to the rest as Palantir's stock tumbled back to the high teens. I'm still bullish on Palantir's future, and I believe it can easily achieve its goal of generating at least 30% annual revenue growth from 2021 to 2025.</p>\n<p>That being said, I think it's still important for bullish investors to recognize Palantir's weaknesses. So today, I'll take a look at five red flags that might limit Palantir's near-term gains.</p>\n<h2>1. All that red ink</h2>\n<p>Palantir generated $1.09 billion in revenue in 2020, but it posted a whopping net loss of $1.17 billion.</p>\n<p>In the first nine months of 2021, its revenue rose 44% year over year to $1.11 billion, while its net loss narrowed from $1.02 billion to $364 million. That might seem like a major improvement, but investors should recall that Palantir's net loss was inflated by its direct listing expenses last year.</p>\n<p>If we look back at Palantir's history, the company has actually never been profitable since its inception 18 years ago. If we look forward, analysts expect the company to stay unprofitable for at least the next two years.</p>\n<h2>2. The rise of RAVEn</h2>\n<p>Palantir generates just over half of its revenue from government contracts. In its SEC filings, the company says its long-term goal is to make Gotham, its data mining platform, which serves dozens of government agencies, the \"default operating system for data across the U.S. government.\"</p>\n<p>But earlier this year, a leaked government document revealed that Immigration and Customs Enforcement (ICE) wanted to replace FALCON, the agency's customized version of Gotham, with a new in-house platform called RAVEn. ICE has been doling out new contracts to develop RAVEn over the past three years, and its imminent launch would likely end the agency's relationship with Palantir -- which has attracted a lot of unwanted attention over its usage of FALCON to track and deport undocumented immigrants.</p>\n<p>If other government agencies follow ICE's lead and adopt RAVEn or develop their own in-house data mining platforms, Palantir's government-facing business -- which already reported decelerating revenue growth over the past two quarters -- could face an unprecedented slowdown.</p>\n<h2>3. Its ongoing stock dilution</h2>\n<p>Palantir's number of weighted-average shares rose 70% year over year at the end of 2020 following its direct listing. In the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.</p>\n<p>Palantir's share count continues to rise because it relies heavily on its stock-based compensation (which consumed 55% of its revenue in the first nine months of 2021) to fund its operations in lieu of cash. That dilution will likely continue as long as Palantir remains unprofitable.</p>\n<h2>4. Its high valuation</h2>\n<p>That dilution will also prevent Palantir's high valuations from cooling off. With a market cap of $36 billion, Palantir is still valued at 24 times this year's sales. The bulls will argue that Palantir's target of generating more than 30% annual sales growth justifies that higher price-to-sales ratio, but it's easy to find stocks with comparable growth rates at lower valuations.</p>\n<p>For example, <b>C3.ai</b> (NYSE:AI), which provides AI algorithms to government and large enterprise customers, expects to generate 35%-36% sales growth this year -- but its stock trades at just 13 times that forecast.</p>\n<h2>5. Insiders are selling shares as its price declines</h2>\n<p>Over the past three months, Palantir's insiders sold 12.6 million shares while buying 11.8 million shares. That balance between sellers and buyers isn't too jarring, but Palantir's stock has also lost about a third of its value over the past three months, and is trading near its 52-week low.</p>\n<p>If a stock has dropped to a 52-week low, I'd like to see its insiders buy more shares than they're selling to consider it a potential turnaround play. Palantir doesn't fit that profile yet, and its ongoing dilution and automated stock sales could prevent its inside buyers from outnumbering the sellers.</p>\n<h2>Why I'm staying bullish on Palantir</h2>\n<p>Palantir faces a lot of challenges, and it could remain out of favor as inflation-related fears drive investors away from higher-growth tech stocks.</p>\n<p>But over the long term, I still expect Palantir to leverage its battle-hardened reputation to secure more government clients and expand its enterprise business. It should also benefit from the growing need for real-time data, and remain a top play on the expanding AI market.</p>\n<p>Therefore, investors who can stomach the near-term volatility should stick with Palantir. Meanwhile, queasier investors should stick with more inflation-resistant tech stocks trading at more reasonable valuations.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Red Flags for Palantir's Future</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\">\n5 Red Flags for Palantir's Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 21:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/23/5-red-flags-for-palantirs-future/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last September, I bought a large position in Palantir Technologies (NYSE:PLTR) at just under $10 per share after it went public through a direct listing. The market's interest in the data mining firm ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/23/5-red-flags-for-palantirs-future/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/12/23/5-red-flags-for-palantirs-future/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193146721","content_text":"Last September, I bought a large position in Palantir Technologies (NYSE:PLTR) at just under $10 per share after it went public through a direct listing. The market's interest in the data mining firm was muted at first, but its stock skyrocketed to $45 per share during the Reddit-fueled rally in late January.\nI sold a third of my position at the time to take out my original investment, then held on to the rest as Palantir's stock tumbled back to the high teens. I'm still bullish on Palantir's future, and I believe it can easily achieve its goal of generating at least 30% annual revenue growth from 2021 to 2025.\nThat being said, I think it's still important for bullish investors to recognize Palantir's weaknesses. So today, I'll take a look at five red flags that might limit Palantir's near-term gains.\n1. All that red ink\nPalantir generated $1.09 billion in revenue in 2020, but it posted a whopping net loss of $1.17 billion.\nIn the first nine months of 2021, its revenue rose 44% year over year to $1.11 billion, while its net loss narrowed from $1.02 billion to $364 million. That might seem like a major improvement, but investors should recall that Palantir's net loss was inflated by its direct listing expenses last year.\nIf we look back at Palantir's history, the company has actually never been profitable since its inception 18 years ago. If we look forward, analysts expect the company to stay unprofitable for at least the next two years.\n2. The rise of RAVEn\nPalantir generates just over half of its revenue from government contracts. In its SEC filings, the company says its long-term goal is to make Gotham, its data mining platform, which serves dozens of government agencies, the \"default operating system for data across the U.S. government.\"\nBut earlier this year, a leaked government document revealed that Immigration and Customs Enforcement (ICE) wanted to replace FALCON, the agency's customized version of Gotham, with a new in-house platform called RAVEn. ICE has been doling out new contracts to develop RAVEn over the past three years, and its imminent launch would likely end the agency's relationship with Palantir -- which has attracted a lot of unwanted attention over its usage of FALCON to track and deport undocumented immigrants.\nIf other government agencies follow ICE's lead and adopt RAVEn or develop their own in-house data mining platforms, Palantir's government-facing business -- which already reported decelerating revenue growth over the past two quarters -- could face an unprecedented slowdown.\n3. Its ongoing stock dilution\nPalantir's number of weighted-average shares rose 70% year over year at the end of 2020 following its direct listing. In the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.\nPalantir's share count continues to rise because it relies heavily on its stock-based compensation (which consumed 55% of its revenue in the first nine months of 2021) to fund its operations in lieu of cash. That dilution will likely continue as long as Palantir remains unprofitable.\n4. Its high valuation\nThat dilution will also prevent Palantir's high valuations from cooling off. With a market cap of $36 billion, Palantir is still valued at 24 times this year's sales. The bulls will argue that Palantir's target of generating more than 30% annual sales growth justifies that higher price-to-sales ratio, but it's easy to find stocks with comparable growth rates at lower valuations.\nFor example, C3.ai (NYSE:AI), which provides AI algorithms to government and large enterprise customers, expects to generate 35%-36% sales growth this year -- but its stock trades at just 13 times that forecast.\n5. Insiders are selling shares as its price declines\nOver the past three months, Palantir's insiders sold 12.6 million shares while buying 11.8 million shares. That balance between sellers and buyers isn't too jarring, but Palantir's stock has also lost about a third of its value over the past three months, and is trading near its 52-week low.\nIf a stock has dropped to a 52-week low, I'd like to see its insiders buy more shares than they're selling to consider it a potential turnaround play. Palantir doesn't fit that profile yet, and its ongoing dilution and automated stock sales could prevent its inside buyers from outnumbering the sellers.\nWhy I'm staying bullish on Palantir\nPalantir faces a lot of challenges, and it could remain out of favor as inflation-related fears drive investors away from higher-growth tech stocks.\nBut over the long term, I still expect Palantir to leverage its battle-hardened reputation to secure more government clients and expand its enterprise business. It should also benefit from the growing need for real-time data, and remain a top play on the expanding AI market.\nTherefore, investors who can stomach the near-term volatility should stick with Palantir. Meanwhile, queasier investors should stick with more inflation-resistant tech stocks trading at more reasonable valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874583582,"gmtCreate":1637801490586,"gmtModify":1637801490750,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"This news going on for some time..","listText":"This news going on for some time..","text":"This news going on for some time..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874583582","repostId":"1100178242","repostType":4,"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871152524,"gmtCreate":1637040848646,"gmtModify":1637040848798,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","listText":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","text":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871152524","repostId":"1116429379","repostType":2,"repost":{"id":"1116429379","kind":"news","pubTimestamp":1637033648,"share":"https://www.laohu8.com/m/news/1116429379?lang=&edition=full","pubTime":"2021-11-16 11:34","market":"us","language":"en","title":"Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1116429379","media":"Thestreet","summary":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street h","content":"<p>As Apple stock(<b>AAPL</b>)&nbsp;continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.</p>\n<p>Today, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.</p>\n<p>The not-so-bullish case</p>\n<p>Mr. Sacconaghi has been cautious of AAPL since he&nbsp;downgraded&nbsp;the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&amp;P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.</p>\n<p>In August, I&nbsp;reviewed Bernstein’s thesis&nbsp;in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.</p>\n<p>Also, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&amp;P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.</p>\n<p>Add App Store to the list</p>\n<p>Now, the analyst has&nbsp;added&nbsp;one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.</p>\n<p>Bernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.</p>\n<p>Apple Maven’s take</p>\n<p>Regarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.</p>\n<p>Regarding the App Store, I have slowly&nbsp;shifted from more to less concerned&nbsp;about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.</p>\n<p>Even Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.</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>Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%</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\">\nSell AAPL? Why This Expert Sees Apple Stock Dipping 12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116429379","content_text":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.\nToday, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.\nThe not-so-bullish case\nMr. Sacconaghi has been cautious of AAPL since he downgraded the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.\nIn August, I reviewed Bernstein’s thesis in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.\nAlso, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.\nAdd App Store to the list\nNow, the analyst has added one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.\nBernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.\nApple Maven’s take\nRegarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.\nRegarding the App Store, I have slowly shifted from more to less concerned about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.\nEven Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857017034,"gmtCreate":1635494729553,"gmtModify":1635494729963,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"[捂脸]&nbsp;","listText":"[捂脸]&nbsp;","text":"[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857017034","repostId":"1103014145","repostType":4,"repost":{"id":"1103014145","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635494639,"share":"https://www.laohu8.com/m/news/1103014145?lang=&edition=full","pubTime":"2021-10-29 16:03","market":"us","language":"en","title":"Amazon slid more than 4% in premarket trading as it missed sales estimates for the second straight quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1103014145","media":"Tiger Newspress","summary":"Amazon slid more than 4% in premarket trading as itmissed sales estimates for the second straight qu","content":"<p>Amazon slid more than 4% in premarket trading as itmissed&nbsp;sales estimates for the second straight quarter.<img src=\"https://static.tigerbbs.com/1be5084c916792ce4eb7e2f73b8bfc23\" tg-width=\"771\" tg-height=\"569\" width=\"100%\" height=\"auto\">According to the financial report,itssalesinthe third quarterrose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.</p>\n<p>Its&nbsp;Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.</p>\n<p>Among them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.</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>Amazon slid more than 4% in premarket trading as it missed sales estimates for the second straight quarter</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\">\nAmazon slid more than 4% in premarket trading as it missed sales estimates for the second straight quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-29 16:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Amazon slid more than 4% in premarket trading as itmissed&nbsp;sales estimates for the second straight quarter.<img src=\"https://static.tigerbbs.com/1be5084c916792ce4eb7e2f73b8bfc23\" tg-width=\"771\" tg-height=\"569\" width=\"100%\" height=\"auto\">According to the financial report,itssalesinthe third quarterrose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.</p>\n<p>Its&nbsp;Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.</p>\n<p>Among them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103014145","content_text":"Amazon slid more than 4% in premarket trading as itmissed sales estimates for the second straight quarter.According to the financial report,itssalesinthe third quarterrose 12% to $110.8 billion, compared with $96.1 billion in the second quarter of 2020. The figure was lower than Wall Street's previous forecast of $111.81 billion in net sales, and was thought to be the result of slowing growth after the surge in online shopping.\nIts Net profit was US $3.2 billion, down 50.2% from US $6.3 billion in the same period last year.\nAmong them, product sales were US $54.88 billion, up 4% year-on-year, and service sales were US $55.93 billion, up 29% year-on-year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850210608,"gmtCreate":1634601550632,"gmtModify":1634601550956,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"佩服。我算是顾客之一。","listText":"佩服。我算是顾客之一。","text":"佩服。我算是顾客之一。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850210608","repostId":"1182037885","repostType":4,"repost":{"id":"1182037885","kind":"news","pubTimestamp":1634600311,"share":"https://www.laohu8.com/m/news/1182037885?lang=&edition=full","pubTime":"2021-10-19 07:38","market":"us","language":"en","title":"‘CoComelon’ Owner Moonbug Weighs Sale, IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1182037885","media":"The Wall Street Journal","summary":"Company is seeking a valuation of at least $3 billion in a sale, potentially more in an IPO\nThe show","content":"<p>Company is seeking a valuation of at least $3 billion in a sale, potentially more in an IPO</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8842753cc2beef89502e18797fd51815\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\"><span>The show ‘CoComelon’ was a breakout hit during the pandemic. Now the company behind it has received interest from multiple suitors.</span></p>\n<p>Moonbug Entertainment Ltd., the company behind the hit children’s show “CoComelon,” is looking to cash in on its popularity by either selling itself or going public, according to people familiar with the matter.</p>\n<p>“CoComelon,” with its lilting nursery rhymes on subjects like putting on shoes, has been a&nbsp;breakout hit of the Covid-19 pandemic, with busy parents parking their children in front of the TV to sing along with computer-generated toddlers. It became even more popular when&nbsp;Netflix&nbsp;Inc.&nbsp;in July struck a deal to launch a spinoff of the series for three seasons.</p>\n<p>The company has&nbsp;received interest from multiple suitors&nbsp;and is seeking a valuation of more than $3 billion, some of the people said. One suitor is a company backed by private-equity giant&nbsp;Blackstone&nbsp;Inc.&nbsp;run by former&nbsp;Walt Disney&nbsp;Co.&nbsp;executives Kevin Mayer and Tom Staggs, the people said.</p>\n<p>There is no guarantee that the conversations with potential acquirers will result in a deal, the people said. Moonbug is also weighing an initial public offering, which executives believe would result in a valuation significantly higher than $3 billion, some of the people said.</p>\n<p>The growing appetite for TV shows and movies sparked by the rise of new streaming services has kicked off a flurry of mergers and acquisitions in Hollywood as independent studios look to cash in on the gold rush. Messrs. Mayer and Staggs are on the hunt for shows and movies they can build entertainment franchises around and recently spent $900 million&nbsp;to acquire Hello Sunshine, the media company founded by Reese Witherspoon. Last month, Netflix said it was buying the rights to&nbsp;stories by children’s author Roald Dahlfor an undisclosed sum.</p>\n<p>Moonbug is on pace to generate roughly $100 million in profit this year, according to people familiar with the matter, through a combination of licensing, advertising and selling merchandise related to its popular shows. Moonbug is expecting profits to double next year to roughly $200 million, as it acquires new shows and licenses them to distributors around the globe. By the end of 2021, Moonbug expects to have at least 100 licensing partners, up from 15 at the beginning of the year.</p>\n<p>Moonbug has raised $265 million from investors including Felix Capital,Goldman Sachs Group&nbsp;Inc.&nbsp;and merchant bank Raine Group, which owns a majority stake, one of the people said. The last funding round, a $120 million infusion in 2020, valued the company at nearly $1 billion, the person said.</p>\n<p>Moonbug is looking to meet the growing appetite for children’s content as the pipeline for popular shows from traditional TV networks runs dry. Demand for children’s content grew by nearly 58% since the beginning of 2020, according to Parrot Analytics, far outpacing the increase in overall demand for content.</p>\n<p>There weren’t any shows from traditional networks of the caliber of Nickelodeon’s “Paw Patrol” or “Dora the Explorer” to meet that demand, said Cyma Zarghami, the former president of&nbsp;ViacomCBS&nbsp;Inc.’s&nbsp;brand Nickelodeon who has founded her own children’s content company, Mimo Studios.</p>\n<p>London-based Moonbug was co-founded in 2018 by Rene Rechtman and John Robson, former employees of&nbsp;Disney&nbsp;and ViacomCBS’s Paramount Pictures. Moonbug scouts for popular children’s shows and characters on video platforms like YouTube—including the suspender-clad educational narrator “Blippi” and early-childhood series “Little Baby Bum”—and builds franchises that could include streaming-TV deals, movies and merchandise.</p>\n<p>Paying a steep premium for a content company carries risks. There is no guarantee that the pipeline of programming from Moonbug will produce shows as popular as early hits like “CoComelon.” The company could also face competition from buyers who identify emerging shows on YouTube and build franchises around them before they appear on Moonbug’s radar.</p>\n<p>Other companies in the children’s space have also explored cashing in.</p>\n<p>Pocketwatch Inc., which manages the popular children’s entertainment franchise “Ryan’s World,” recently tapped investment bank&nbsp;Lazard&nbsp;Ltd.to explore options that include selling the business or raising funding to bankroll acquisitions, according to people familiar with the matter. Pocketwatch follows a similar playbook to Moonbug, licensing popular video content with franchise potential, selling merchandise and developing spinoffs.</p>\n<p>Entertainment One, the studio behind Peppa Pig,sold in 2019&nbsp;to games company&nbsp;Hasbro&nbsp;Inc.&nbsp;for $3.8 billion.</p>\n<p>Moonbug got a major endorsement in July when Netflix ordered three seasons of “CoComelon Lane,” a spinoff of the popular “CoComelon” franchise on YouTube. “CoComelon” was already a hit on YouTube; it generated more than 1.5 billion views on the video platform over the last month, according to analytics firm Social Blade, which translated into as much as $6.1 million in advertising revenue.</p>\n<p>A deal for Moonbug Entertainment would be the second major deal struck by Messrs. Mayer and Staggs for their Blackstone-backed entertainment venture. The as-yet unnamed company is aiming to build an independent entertainment company for Hollywood’s streaming era, acquiring studios that own intellectual property that they are free to license to any network or streaming service, The Wall Street Journal reported.</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>‘CoComelon’ Owner Moonbug Weighs Sale, IPO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n‘CoComelon’ Owner Moonbug Weighs Sale, IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-19 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/cocomelon-owner-moonbug-weighs-sale-ipo-11634591850?mod=hp_lista_pos5><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company is seeking a valuation of at least $3 billion in a sale, potentially more in an IPO\nThe show ‘CoComelon’ was a breakout hit during the pandemic. Now the company behind it has received interest...</p>\n\n<a href=\"https://www.wsj.com/articles/cocomelon-owner-moonbug-weighs-sale-ipo-11634591850?mod=hp_lista_pos5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/cocomelon-owner-moonbug-weighs-sale-ipo-11634591850?mod=hp_lista_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182037885","content_text":"Company is seeking a valuation of at least $3 billion in a sale, potentially more in an IPO\nThe show ‘CoComelon’ was a breakout hit during the pandemic. Now the company behind it has received interest from multiple suitors.\nMoonbug Entertainment Ltd., the company behind the hit children’s show “CoComelon,” is looking to cash in on its popularity by either selling itself or going public, according to people familiar with the matter.\n“CoComelon,” with its lilting nursery rhymes on subjects like putting on shoes, has been a breakout hit of the Covid-19 pandemic, with busy parents parking their children in front of the TV to sing along with computer-generated toddlers. It became even more popular when Netflix Inc. in July struck a deal to launch a spinoff of the series for three seasons.\nThe company has received interest from multiple suitors and is seeking a valuation of more than $3 billion, some of the people said. One suitor is a company backed by private-equity giant Blackstone Inc. run by former Walt Disney Co. executives Kevin Mayer and Tom Staggs, the people said.\nThere is no guarantee that the conversations with potential acquirers will result in a deal, the people said. Moonbug is also weighing an initial public offering, which executives believe would result in a valuation significantly higher than $3 billion, some of the people said.\nThe growing appetite for TV shows and movies sparked by the rise of new streaming services has kicked off a flurry of mergers and acquisitions in Hollywood as independent studios look to cash in on the gold rush. Messrs. Mayer and Staggs are on the hunt for shows and movies they can build entertainment franchises around and recently spent $900 million to acquire Hello Sunshine, the media company founded by Reese Witherspoon. Last month, Netflix said it was buying the rights to stories by children’s author Roald Dahlfor an undisclosed sum.\nMoonbug is on pace to generate roughly $100 million in profit this year, according to people familiar with the matter, through a combination of licensing, advertising and selling merchandise related to its popular shows. Moonbug is expecting profits to double next year to roughly $200 million, as it acquires new shows and licenses them to distributors around the globe. By the end of 2021, Moonbug expects to have at least 100 licensing partners, up from 15 at the beginning of the year.\nMoonbug has raised $265 million from investors including Felix Capital,Goldman Sachs Group Inc. and merchant bank Raine Group, which owns a majority stake, one of the people said. The last funding round, a $120 million infusion in 2020, valued the company at nearly $1 billion, the person said.\nMoonbug is looking to meet the growing appetite for children’s content as the pipeline for popular shows from traditional TV networks runs dry. Demand for children’s content grew by nearly 58% since the beginning of 2020, according to Parrot Analytics, far outpacing the increase in overall demand for content.\nThere weren’t any shows from traditional networks of the caliber of Nickelodeon’s “Paw Patrol” or “Dora the Explorer” to meet that demand, said Cyma Zarghami, the former president of ViacomCBS Inc.’s brand Nickelodeon who has founded her own children’s content company, Mimo Studios.\nLondon-based Moonbug was co-founded in 2018 by Rene Rechtman and John Robson, former employees of Disney and ViacomCBS’s Paramount Pictures. Moonbug scouts for popular children’s shows and characters on video platforms like YouTube—including the suspender-clad educational narrator “Blippi” and early-childhood series “Little Baby Bum”—and builds franchises that could include streaming-TV deals, movies and merchandise.\nPaying a steep premium for a content company carries risks. There is no guarantee that the pipeline of programming from Moonbug will produce shows as popular as early hits like “CoComelon.” The company could also face competition from buyers who identify emerging shows on YouTube and build franchises around them before they appear on Moonbug’s radar.\nOther companies in the children’s space have also explored cashing in.\nPocketwatch Inc., which manages the popular children’s entertainment franchise “Ryan’s World,” recently tapped investment bank Lazard Ltd.to explore options that include selling the business or raising funding to bankroll acquisitions, according to people familiar with the matter. Pocketwatch follows a similar playbook to Moonbug, licensing popular video content with franchise potential, selling merchandise and developing spinoffs.\nEntertainment One, the studio behind Peppa Pig,sold in 2019 to games company Hasbro Inc. for $3.8 billion.\nMoonbug got a major endorsement in July when Netflix ordered three seasons of “CoComelon Lane,” a spinoff of the popular “CoComelon” franchise on YouTube. “CoComelon” was already a hit on YouTube; it generated more than 1.5 billion views on the video platform over the last month, according to analytics firm Social Blade, which translated into as much as $6.1 million in advertising revenue.\nA deal for Moonbug Entertainment would be the second major deal struck by Messrs. Mayer and Staggs for their Blackstone-backed entertainment venture. The as-yet unnamed company is aiming to build an independent entertainment company for Hollywood’s streaming era, acquiring studios that own intellectual property that they are free to license to any network or streaming service, The Wall Street Journal reported.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884940131,"gmtCreate":1631849958723,"gmtModify":1631883804740,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>凭合作消息抄高股价。看来几天后应该会掉。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>凭合作消息抄高股价。看来几天后应该会掉。","text":"$Palantir Technologies Inc.(PLTR)$凭合作消息抄高股价。看来几天后应该会掉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/884940131","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882037961,"gmtCreate":1631630316753,"gmtModify":1631886064612,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>cry","listText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>cry","text":"$GrowGeneration Corp.(GRWG)$cry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882037961","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836612014,"gmtCreate":1629475180938,"gmtModify":1631884206044,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APPS\">$Digital Turbine(APPS)$</a>u behave like china stocks..","listText":"<a href=\"https://laohu8.com/S/APPS\">$Digital Turbine(APPS)$</a>u behave like china stocks..","text":"$Digital Turbine(APPS)$u behave like china stocks..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836612014","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838776873,"gmtCreate":1629433235692,"gmtModify":1631886064703,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"But alr say many times?","listText":"But alr say many times?","text":"But alr say many times?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838776873","repostId":"2160884793","repostType":4,"repost":{"id":"2160884793","kind":"highlight","pubTimestamp":1629429639,"share":"https://www.laohu8.com/m/news/2160884793?lang=&edition=full","pubTime":"2021-08-20 11:20","market":"us","language":"en","title":"'Something will give' in U.S. stock market amid 'discomforting sentiment signals,' Citi warns","url":"https://stock-news.laohu8.com/highlight/detail?id=2160884793","media":"MarketWatch","summary":"'The Street is too complacent,' say Citi analysts\nCiti analysts 'discern some clouds on the horizon,","content":"<p>'The Street is too complacent,' say Citi analysts</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b2b9e64f6cb727f681071e88726285b\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Citi analysts 'discern some clouds on the horizon,' warning that the bank's panic/euphoria model signals losses are coming for stocks.</span></p>\n<p>A U.S. stock-market pullback of 10% \"seems quite reasonable\" and any catalyst for weakness should be closely watched as valuations are no longer attractive amid a long stretch of \"discomforting sentiment signals,\" according to Citigroup analysts.</p>\n<p>\"Our panic/euphoria model remains very elevated and is warning of coming losses,\" the analysts said in a Citi research note after markets closed Wednesday. \"This is the longest period of ebullient readings without a market correction since 1999/2000 and we anticipate that something will give.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25999badfb9afac9ab54f5855e6b6536\" tg-width=\"700\" tg-height=\"552\" referrerpolicy=\"no-referrer\"><span>CITI RESEARCH NOTE ON U.S. STRATEGY</span></p>\n<p>The U.S. stock market has seen an unusual number of new all-time highs this year.</p>\n<p>\"The Street is too complacent,\" the Citi analysts warned. \"Intriguingly, we find our conversations with clients to have a qualitative element of not worrying about higher taxes,\" or the Federal Reserve tapering its bond purchases, or inflation -- despite a June survey finding that more than half thought inflation could prove \"sticky\" in lasting as long as 12 months.</p>\n<p>In a note this week, Darrell Cronk, chief investment officer of Wells Fargo &amp; Co.'s wealth and investment management division, put inflation at the top of his list of 10 market risks while noting the S&amp;P 500 index has soared in the pandemic without a pullback of at least 5% since last October.</p>\n<p>U.S. stocks were mixed on Thursday. Major benchmarks had closed lower the day before as investors reacted in part to the release Wednesday afternoon of the Fed's policy meeting minutes, which showed most of its top officials considered it appropriate to begin slowing its pace of monthly bond purchases later this year.</p>\n<p>But some Wall Street analysts already had been anticipating that tapering could begin as soon as this year , and Cronk said in his note that \"it is time to begin removing emergency monetary policy.\"</p>\n<p>The S&amp;P 500 index rose 0.1% on Thursday, while the Dow Jones Industrial Average fell&nbsp;nearly 0.2% and the Nasdaq Composite rose&nbsp;0.1%.</p>\n<p>Citi's \"panic/euphoria model\" has signaled \"overly bullish investors\" for many months, the bank's analysts said. \"A pullback may be imminent especially as earnings growth slows.\"</p>\n<p>Companies' earnings reports for the second quarter have largely been strong , with many investors pointing to the results as an example of peak growth in the economic rebound from the Covid-19 crisis of 2020.</p>\n<p>Meanwhile, Goldman Sachs Group economists have lowered their forecast for third-quarter U.S. growth to 5.5% from 9%, citing the larger-than-expected impact of the delta variant of the coronavirus on the economic expansion and inflation.</p>\n<p>Citi's economic surprise index has \"slumped\" for major economies, according to the bank's research report. \"The delta variant may be the cause of the recent declines alongside supply chain disruptions, but it is bothersome and could translate into earnings issues down the line,\" the Citi analysts wrote in the note.</p>\n<p>\"We can discern some clouds on the horizon,\" they said.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>'Something will give' in U.S. stock market amid 'discomforting sentiment signals,' Citi warns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n'Something will give' in U.S. stock market amid 'discomforting sentiment signals,' Citi warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/something-will-give-in-u-s-stock-market-amid-discomforting-sentiment-signals-citi-warns-11629393465?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>'The Street is too complacent,' say Citi analysts\nCiti analysts 'discern some clouds on the horizon,' warning that the bank's panic/euphoria model signals losses are coming for stocks.\nA U.S. stock-...</p>\n\n<a href=\"https://www.marketwatch.com/story/something-will-give-in-u-s-stock-market-amid-discomforting-sentiment-signals-citi-warns-11629393465?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/something-will-give-in-u-s-stock-market-amid-discomforting-sentiment-signals-citi-warns-11629393465?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160884793","content_text":"'The Street is too complacent,' say Citi analysts\nCiti analysts 'discern some clouds on the horizon,' warning that the bank's panic/euphoria model signals losses are coming for stocks.\nA U.S. stock-market pullback of 10% \"seems quite reasonable\" and any catalyst for weakness should be closely watched as valuations are no longer attractive amid a long stretch of \"discomforting sentiment signals,\" according to Citigroup analysts.\n\"Our panic/euphoria model remains very elevated and is warning of coming losses,\" the analysts said in a Citi research note after markets closed Wednesday. \"This is the longest period of ebullient readings without a market correction since 1999/2000 and we anticipate that something will give.\"\nCITI RESEARCH NOTE ON U.S. STRATEGY\nThe U.S. stock market has seen an unusual number of new all-time highs this year.\n\"The Street is too complacent,\" the Citi analysts warned. \"Intriguingly, we find our conversations with clients to have a qualitative element of not worrying about higher taxes,\" or the Federal Reserve tapering its bond purchases, or inflation -- despite a June survey finding that more than half thought inflation could prove \"sticky\" in lasting as long as 12 months.\nIn a note this week, Darrell Cronk, chief investment officer of Wells Fargo & Co.'s wealth and investment management division, put inflation at the top of his list of 10 market risks while noting the S&P 500 index has soared in the pandemic without a pullback of at least 5% since last October.\nU.S. stocks were mixed on Thursday. Major benchmarks had closed lower the day before as investors reacted in part to the release Wednesday afternoon of the Fed's policy meeting minutes, which showed most of its top officials considered it appropriate to begin slowing its pace of monthly bond purchases later this year.\nBut some Wall Street analysts already had been anticipating that tapering could begin as soon as this year , and Cronk said in his note that \"it is time to begin removing emergency monetary policy.\"\nThe S&P 500 index rose 0.1% on Thursday, while the Dow Jones Industrial Average fell nearly 0.2% and the Nasdaq Composite rose 0.1%.\nCiti's \"panic/euphoria model\" has signaled \"overly bullish investors\" for many months, the bank's analysts said. \"A pullback may be imminent especially as earnings growth slows.\"\nCompanies' earnings reports for the second quarter have largely been strong , with many investors pointing to the results as an example of peak growth in the economic rebound from the Covid-19 crisis of 2020.\nMeanwhile, Goldman Sachs Group economists have lowered their forecast for third-quarter U.S. growth to 5.5% from 9%, citing the larger-than-expected impact of the delta variant of the coronavirus on the economic expansion and inflation.\nCiti's economic surprise index has \"slumped\" for major economies, according to the bank's research report. \"The delta variant may be the cause of the recent declines alongside supply chain disruptions, but it is bothersome and could translate into earnings issues down the line,\" the Citi analysts wrote in the note.\n\"We can discern some clouds on the horizon,\" they said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195859766,"gmtCreate":1621285573855,"gmtModify":1631886457579,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"IamZhong","avatar":"https://static.tigerbbs.com/3e52a0b5ff1390e09fa1d349bc20337b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>crap","listText":"<a href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>crap","text":"$Innerscope Hearing Technologies, Inc.(INND)$crap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195859766","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}