Dominicstock的个人主页 - 老虎社区

Dominicstock

Dominicstock

暂无个人介绍

IP属地：未知

8关注

2粉丝

0主题

0勋章

2021-06-13

Great article. Please share!

@小虎活动:【老虎7周年】集卡瓜分百万奖金

2021-03-31

will it soar for 2nd consecutive day?

2021-03-27

Is time to go for it?

2021-03-27

Like n comment

AMD Stock Has Crashed 20%: Here's Why You Should Buy

2021-03-27

Like n comment

Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.

2021-03-18

$Ontrak, Inc.(OTRK)$Should i just cash out? Or just be abit more ambicious. 😅😅

2021-03-17

$Onconova Therapeutics(ONTX)$Up up up..💪🏻💪🏻💪🏻

2021-03-15

U sure is panic selling?

Warren Buffett's Panic Sale Of Two Stocks Cost $713 Million

2021-03-15

Nice!!

Disney: What Is Disney+ Really Worth To Shareholders

2021-03-14

$Vaccinex Inc.(VCNX)$Hopefully a bullish start for next monday.. 💪🏻💪🏻

2021-03-14

Wow..

抱歉，原内容已删除

2021-03-12

$Torchlight Energy Resources(TRCH)$Up up up

2021-03-06

$Zomedica Pharmaceuticals Corp.(ZOM)$👍🏻👍🏻👍🏻

2021-02-25

$Churchill Capital Corp IV(CCIV)$💪🏻💪🏻

2021-02-24

Thx!

抱歉，原内容已删除

2021-02-24

Good stock to hold

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3573778888485253","uuid":"3573778888485253","gmtCreate":1610704283888,"gmtModify":1614175835124,"name":"Dominicstock","pinyin":"dominicstock","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":8,"tweetSize":16,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.84%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":182630719,"gmtCreate":1623567124831,"gmtModify":1634031567815,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Great article. Please share!&nbsp;","listText":"Great article. Please share!&nbsp;","text":"Great article. Please share!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182630719","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1631884627596,"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":"【老虎7周年】集卡瓜分百万奖金","htmlText":"老虎7周年给大家发福利了，集齐TIGER五个字母即有机会瓜分百万奖金，你准备好了吗？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可参与活动</a> &#x1;如何参与？ 用户可通过完成活动页面展示的当日任务列表来获得字母卡，每完成一个任务即可随机获得一个字母，用户集齐“TIGER”五个字母即可参与瓜分百万股票代金券，每个用户单日最多可获得20张字母卡（不包括好友赠予和魔法卡）。 用户在活动期间邀请累计7名好友完成注册并开户（注册时间和开户时间均在活动期间），即可获得一张魔法卡（每人仅可获得一张魔法卡）。魔法卡可用于兑换TIGER中的任意一个字母。&#x1;如果用户的某一字母卡数量为0，则字母卡为灰色，用户可通过点击灰色的字母卡向好友索要卡片；如果用户的字母卡数量大于0，则字母卡为彩色，用户可通过点击彩色的字母卡向好友赠送卡片。当用户集齐TIGER之后将无法再索要卡片或者赠送卡片。 &#x1; &#x1;如何获得奖励？ 用户可在2021年7月1日至2021年7月2日期间进行开奖，所有集齐TIGER的客户可点击活动页面的“开奖”按钮，即可查看自己瓜分到的股票代金券奖励。在开奖时间段内未点击开奖的用户将无法获得奖励。&#x1; 奖励发放： 股票代金券将在开奖后的1个工作日内发放至用户的奖励中心，用户需要在奖励发放后的20天内前往【Tiger Trade APP &gt; 我的 &gt; 活动奖励】领取，过期未领取的奖励将自动失效。 重要提示： 本次7周年活动涉及不同国家和地区，由于各地区的监管要求不同，不同地区的活动奖励会有所区别。欲知详情，请点击下方活动链接，登陆您的账号，并点击“活动规则“查看详情。","listText":"老虎7周年给大家发福利了，集齐TIGER五个字母即有机会瓜分百万奖金，你准备好了吗？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可参与活动</a> &#x1;如何参与？ 用户可通过完成活动页面展示的当日任务列表来获得字母卡，每完成一个任务即可随机获得一个字母，用户集齐“TIGER”五个字母即可参与瓜分百万股票代金券，每个用户单日最多可获得20张字母卡（不包括好友赠予和魔法卡）。 用户在活动期间邀请累计7名好友完成注册并开户（注册时间和开户时间均在活动期间），即可获得一张魔法卡（每人仅可获得一张魔法卡）。魔法卡可用于兑换TIGER中的任意一个字母。&#x1;如果用户的某一字母卡数量为0，则字母卡为灰色，用户可通过点击灰色的字母卡向好友索要卡片；如果用户的字母卡数量大于0，则字母卡为彩色，用户可通过点击彩色的字母卡向好友赠送卡片。当用户集齐TIGER之后将无法再索要卡片或者赠送卡片。 &#x1; &#x1;如何获得奖励？ 用户可在2021年7月1日至2021年7月2日期间进行开奖，所有集齐TIGER的客户可点击活动页面的“开奖”按钮，即可查看自己瓜分到的股票代金券奖励。在开奖时间段内未点击开奖的用户将无法获得奖励。&#x1; 奖励发放： 股票代金券将在开奖后的1个工作日内发放至用户的奖励中心，用户需要在奖励发放后的20天内前往【Tiger Trade APP &gt; 我的 &gt; 活动奖励】领取，过期未领取的奖励将自动失效。 重要提示： 本次7周年活动涉及不同国家和地区，由于各地区的监管要求不同，不同地区的活动奖励会有所区别。欲知详情，请点击下方活动链接，登陆您的账号，并点击“活动规则“查看详情。","text":"老虎7周年给大家发福利了，集齐TIGER五个字母即有机会瓜分百万奖金，你准备好了吗？ 戳我即可参与活动 \u0001如何参与？ 用户可通过完成活动页面展示的当日任务列表来获得字母卡，每完成一个任务即可随机获得一个字母，用户集齐“TIGER”五个字母即可参与瓜分百万股票代金券，每个用户单日最多可获得20张字母卡（不包括好友赠予和魔法卡）。 用户在活动期间邀请累计7名好友完成注册并开户（注册时间和开户时间均在活动期间），即可获得一张魔法卡（每人仅可获得一张魔法卡）。魔法卡可用于兑换TIGER中的任意一个字母。\u0001如果用户的某一字母卡数量为0，则字母卡为灰色，用户可通过点击灰色的字母卡向好友索要卡片；如果用户的字母卡数量大于0，则字母卡为彩色，用户可通过点击彩色的字母卡向好友赠送卡片。当用户集齐TIGER之后将无法再索要卡片或者赠送卡片。 \u0001 \u0001如何获得奖励？ 用户可在2021年7月1日至2021年7月2日期间进行开奖，所有集齐TIGER的客户可点击活动页面的“开奖”按钮，即可查看自己瓜分到的股票代金券奖励。在开奖时间段内未点击开奖的用户将无法获得奖励。\u0001 奖励发放： 股票代金券将在开奖后的1个工作日内发放至用户的奖励中心，用户需要在奖励发放后的20天内前往【Tiger Trade APP > 我的 > 活动奖励】领取，过期未领取的奖励将自动失效。 重要提示： 本次7周年活动涉及不同国家和地区，由于各地区的监管要求不同，不同地区的活动奖励会有所区别。欲知详情，请点击下方活动链接，登陆您的账号，并点击“活动规则“查看详情。","images":[{"img":"https://static.tigerbbs.com/ab28db31a19b458d604a8bf02becddd3","width":"415","height":"125"},{"img":"https://static.tigerbbs.com/5227ebb594fe55b532c840acef147d7b","width":"415","height":"495"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354225411,"gmtCreate":1617180824333,"gmtModify":1634522232149,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"will it soar for 2nd consecutive&nbsp;day?&nbsp;","listText":"will it soar for 2nd consecutive&nbsp;day?&nbsp;","text":"will it soar for 2nd consecutive day?","images":[{"img":"https://static.tigerbbs.com/1cdc7c7fc59e37e45c65187681dcc1b1","width":"1125","height":"3527"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354225411","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356422180,"gmtCreate":1616808929140,"gmtModify":1634523899852,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Is time to go for it?&nbsp;","listText":"Is time to go for it?&nbsp;","text":"Is time to go for it?","images":[{"img":"https://static.tigerbbs.com/6ef30276c2820f4d8798432859ee68df","width":"1125","height":"2995"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356422180","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356426419,"gmtCreate":1616808855931,"gmtModify":1634523900214,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/356426419","repostId":"2122472374","repostType":4,"repost":{"id":"2122472374","pubTimestamp":1616770512,"share":"https://www.laohu8.com/m/news/2122472374?lang=&edition=full","pubTime":"2021-03-26 22:55","market":"us","language":"en","title":"AMD Stock Has Crashed 20%: Here's Why You Should Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2122472374","media":"Motley Fool","summary":"The high-flying chipmaker has been battered on the stock market this year, but it could soon turn around.","content":"<p><b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such as the broader sell-off in tech stocks and rival <b>Intel</b>'s (NASDAQ:INTC) resurgence under new leadership.</p>\n<p>However, <a href=\"https://laohu8.com/S/AONE\">one</a> look at the pace of AMD's growth and its outlook for the year tells us that the recent sell-off in the stock may not be justified. The chipmaker ended 2020 on a high and expects to deliver massive growth once again this year. More importantly, investors shouldn't worry too much about the potential impact of Intel's recent announcements on AMD's fortunes just yet, as the latter has enough going for it to ward off any threat from its bigger rival.</p>\n<p>Let's see why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20fce0458082e183812db30c73121bac\" tg-width=\"720\" tg-height=\"387\"><span>AMD data by YCharts</span></p>\n<h2>AMD isn't going to fall behind Intel anytime soon</h2>\n<p>AMD chipped away substantially at Intel's dominance in PC central processing units (CPUs) and server processors last year. The chipmaker ended 2020 with a 21.7% share of the x86 processor market, which includes chips used in servers, laptops, and desktops, up from 15.1% at the end of the fourth quarter of 2019.</p>\n<p>However, there has been chatter of Intel being on the path of a turnaround, as it had reclaimed some of its market share from AMD in the fourth quarter of 2020 on a quarter-over-quarter basis. That chatter has only become stronger as Chipzilla reportedly looks to erase AMD's technological leadership with aggressive capacity investments.</p>\n<p>Intel recently announced a capital expenditure budget of $20 billion for 2021, a big increase over last year's $14 billion outlay, as it looks to shore up its manufacturing. The company says that the delays it faced with the 10-nanometer (nm) and 7nm chip manufacturing processes are now fixed. In fact, Intel says that its 7nm client CPUs code-named Meteor Lake are in development and will tape in the next quarter. Intel is expected to start shipping&nbsp;its 7nm PC chips to customers in 2023, while data center chips based on the platform are also expected in that year.</p>\n<p>AMD has already been selling 7nm processors for quite some time now, giving it an advantage over Intel, which fumbled its transition to the competing 10nm platform and has remained stuck on the 14nm platform for a long time now. What's more, investors need not be afraid of Intel's progress on the 7nm front, as Chipzilla's timeline for the launch of those chips hasn't changed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d1a80e2bc655d91abe37c8c8083b1ab\" tg-width=\"700\" tg-height=\"510\"><span>Image source: Getty Images.</span></p>\n<p>In fact, AMD can be expected to raise its game by the time Intel's 7nm chips hit the market by transitioning to the competing 5nm manufacturing node within the next couple of years. A smaller processing node will allow AMD to pack more&nbsp;transistors closer to each other, leading to improved computing performance and lower power consumption.</p>\n<p>Therefore, AMD can remain ahead of Intel once it makes the transition to a smaller 5nm process node. Chipzilla is unlikely to regain its technology lead until the launch of its own 5nm process, the timeline for which is unknown right now. As it turns out, AMD's foundry partner <b>Taiwan Semiconductor Manufacturing</b> is reportedly working to increase the production capacity of 5nm chips. That should bode well for AMD, as it is expected&nbsp;to become TSMC's second-largest customer and enjoy stronger bargaining power.</p>\n<p>Additionally, AMD can be expected to keep up the pressure on Intel in the data center space after the launch&nbsp;of its latest EPYC server processors. AMD claims that the latest EPYC 7003 processors based on the 7nm process are twice as fast as Intel's competing chips. Third-party tests conducted by <i>AnandTech</i> indicate the same.</p>\n<p>More importantly, AMD has a solid lineup of clients using the latest EPYC server processors. They include&nbsp;<b>Amazon</b>, <b>Cisco</b>, <b>Dell Technologies</b>, <b>Alphabet</b>'s Google, <b>Microsoft</b>, <b>Lenovo</b>, and <b>Tencent</b>. So it won't be surprising to see AMD log big gains in the data center market in both the short and the long run.</p>\n<h2>Buy when others are fearful</h2>\n<p>AMD stock has become cheaper thanks to the recent pullback, trading&nbsp;at 38 times trailing earnings. That's really cheap compared to last year's average trailing earnings multiple of 124, thanks to the sharp spike in the company's earnings and a lower share price. The good news is that AMD's bottom-line growth is here to stay thanks to a variety of catalysts, and it may not be long before the stock price follows suit.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7df9f57ab94b1797b8d6fa062e624a07\" tg-width=\"720\" tg-height=\"387\"><span>AMD EPS Estimates for Current Fiscal Year data by YCharts</span></p>\n<p>All of this makes AMD a growth stock worth buying right now, as it continues to remain in a solid position against Intel and has additional growth drivers in the bag.</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>AMD Stock Has Crashed 20%: Here's Why You Should Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock Has Crashed 20%: Here's Why You Should Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2122472374","content_text":"Advanced Micro Devices (NASDAQ:AMD) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such as the broader sell-off in tech stocks and rival Intel's (NASDAQ:INTC) resurgence under new leadership.\nHowever, one look at the pace of AMD's growth and its outlook for the year tells us that the recent sell-off in the stock may not be justified. The chipmaker ended 2020 on a high and expects to deliver massive growth once again this year. More importantly, investors shouldn't worry too much about the potential impact of Intel's recent announcements on AMD's fortunes just yet, as the latter has enough going for it to ward off any threat from its bigger rival.\nLet's see why.\nAMD data by YCharts\nAMD isn't going to fall behind Intel anytime soon\nAMD chipped away substantially at Intel's dominance in PC central processing units (CPUs) and server processors last year. The chipmaker ended 2020 with a 21.7% share of the x86 processor market, which includes chips used in servers, laptops, and desktops, up from 15.1% at the end of the fourth quarter of 2019.\nHowever, there has been chatter of Intel being on the path of a turnaround, as it had reclaimed some of its market share from AMD in the fourth quarter of 2020 on a quarter-over-quarter basis. That chatter has only become stronger as Chipzilla reportedly looks to erase AMD's technological leadership with aggressive capacity investments.\nIntel recently announced a capital expenditure budget of $20 billion for 2021, a big increase over last year's $14 billion outlay, as it looks to shore up its manufacturing. The company says that the delays it faced with the 10-nanometer (nm) and 7nm chip manufacturing processes are now fixed. In fact, Intel says that its 7nm client CPUs code-named Meteor Lake are in development and will tape in the next quarter. Intel is expected to start shipping its 7nm PC chips to customers in 2023, while data center chips based on the platform are also expected in that year.\nAMD has already been selling 7nm processors for quite some time now, giving it an advantage over Intel, which fumbled its transition to the competing 10nm platform and has remained stuck on the 14nm platform for a long time now. What's more, investors need not be afraid of Intel's progress on the 7nm front, as Chipzilla's timeline for the launch of those chips hasn't changed.\nImage source: Getty Images.\nIn fact, AMD can be expected to raise its game by the time Intel's 7nm chips hit the market by transitioning to the competing 5nm manufacturing node within the next couple of years. A smaller processing node will allow AMD to pack more transistors closer to each other, leading to improved computing performance and lower power consumption.\nTherefore, AMD can remain ahead of Intel once it makes the transition to a smaller 5nm process node. Chipzilla is unlikely to regain its technology lead until the launch of its own 5nm process, the timeline for which is unknown right now. As it turns out, AMD's foundry partner Taiwan Semiconductor Manufacturing is reportedly working to increase the production capacity of 5nm chips. That should bode well for AMD, as it is expected to become TSMC's second-largest customer and enjoy stronger bargaining power.\nAdditionally, AMD can be expected to keep up the pressure on Intel in the data center space after the launch of its latest EPYC server processors. AMD claims that the latest EPYC 7003 processors based on the 7nm process are twice as fast as Intel's competing chips. Third-party tests conducted by AnandTech indicate the same.\nMore importantly, AMD has a solid lineup of clients using the latest EPYC server processors. They include Amazon, Cisco, Dell Technologies, Alphabet's Google, Microsoft, Lenovo, and Tencent. So it won't be surprising to see AMD log big gains in the data center market in both the short and the long run.\nBuy when others are fearful\nAMD stock has become cheaper thanks to the recent pullback, trading at 38 times trailing earnings. That's really cheap compared to last year's average trailing earnings multiple of 124, thanks to the sharp spike in the company's earnings and a lower share price. The good news is that AMD's bottom-line growth is here to stay thanks to a variety of catalysts, and it may not be long before the stock price follows suit.\nAMD EPS Estimates for Current Fiscal Year data by YCharts\nAll of this makes AMD a growth stock worth buying right now, as it continues to remain in a solid position against Intel and has additional growth drivers in the bag.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356426360,"gmtCreate":1616808843550,"gmtModify":1634523900578,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/356426360","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","pubTimestamp":1616772179,"share":"https://www.laohu8.com/m/news/1111192234?lang=&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p>\n<p>Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p>\n<p>Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p>\n<p>So far the market isn’t feeling charitable. But the sample size is only one stock.</p>\n<p>NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p>\n<p>For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p>\n<p>Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p>\n<p>RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p>\n<p>Spak rates Tesla stock Hold and has a $725 price target for shares.</p>\n<p>In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p>\n<p>Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.</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\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327631051,"gmtCreate":1616079172373,"gmtModify":1631889933610,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OTRK\">$Ontrak, Inc.(OTRK)$</a>Should i just cash out? Or just be abit more ambicious. 😅😅","listText":"<a href=\"https://laohu8.com/S/OTRK\">$Ontrak, Inc.(OTRK)$</a>Should i just cash out? Or just be abit more ambicious. 😅😅","text":"$Ontrak, Inc.(OTRK)$Should i just cash out? Or just be abit more ambicious. 😅😅","images":[{"img":"https://static.tigerbbs.com/854a444785c49dd2fad465b4079ef082","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/327631051","isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":324199589,"gmtCreate":1615971327341,"gmtModify":1703495693499,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ONTX\">$Onconova Therapeutics(ONTX)$</a>Up up up..💪🏻💪🏻💪🏻","listText":"<a href=\"https://laohu8.com/S/ONTX\">$Onconova Therapeutics(ONTX)$</a>Up up up..💪🏻💪🏻💪🏻","text":"$Onconova Therapeutics(ONTX)$Up up up..💪🏻💪🏻💪🏻","images":[{"img":"https://static.tigerbbs.com/6a249c7346161253d375a3fed7c42420","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324199589","isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":322405985,"gmtCreate":1615818951947,"gmtModify":1703493563977,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"U sure is panic selling?&nbsp;","listText":"U sure is panic selling?&nbsp;","text":"U sure is panic selling?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322405985","repostId":"2119232912","repostType":4,"repost":{"id":"2119232912","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1615813294,"share":"https://www.laohu8.com/m/news/2119232912?lang=&edition=full","pubTime":"2021-03-15 21:01","market":"us","language":"en","title":"Warren Buffett's Panic Sale Of Two Stocks Cost $713 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=2119232912","media":"Investors","summary":"Famed investor Warren Buffett is known for holding S&P 500 stocks forever. But two stocks he sold showed 2020's losers are among 2021's winners.","content":"<p>Famed investor Warren Buffett is known for holding S&amp;P 500 stocks forever. But two stocks he didn't follow his own advice on highlighted a major trend in this year's market: 2020's losers are among 2021's winners so far.</p>\n<p>Buffett unloaded <b>Berkshire Hathaway</b>'s shares of energy firm <b>Occidental Petroleum</b> and industrial <b>United Airlines</b> in the harrowing second quarter of 2020. And yet, both have powered higher in 2021's value-driven market. And not by just a little. Occidental is the S&amp;P 500's fourth-best stock this year, up 77%. And United is up more than 30%, putting it in the index's top quintile.</p>\n<p>It's easy to see why Buffett sold. Occidental was the worst stock in the S&amp;P 500 in 2020. Plunging oil prices in 2020 sent shares of Occidental down 77% in 2020. And United Airlines lost half its value in 2020, making it the fifth worst stock in the S&amp;P 500.</p>\n<p>But in the value-stock led rally of 2021, where last year's worst stocks are soaring, both these stocks are coming alive for investors looking at the right indicators now.</p>\n<p><b>The S&amp;P 500 Turns Upside Down</b></p>\n<p>Buffett is feeling the S&amp;P 500's major flip-flop in the wallet. The index's worst stocks are turning into the best ones so far in 2021. The numbers are staggering.</p>\n<p>All 50 of the worst S&amp;P 500 stocks in 2020 are up this year so far, says an Investor's Business Daily analysis of data from S&amp;P Global Market Intelligence and MarketSmith. And not by a little. The worst S&amp;P 500 stocks of 2020 are now up an average 33% in 2021 so far. That blows away the S&amp;P 500's 5% gain this year. And the bottom 10 S&amp;P 500 stocks of 2020 are doing even better: up 44.8% this year. Most are energy stocks.</p>\n<p>Some of the bounces are remarkable. Take Occidental. Shares are up more than 76.9% this year already to 30.63. That must sting Buffett a little. Shares got down to 18.30 apiece at the end of the second quarter, the period in which Buffett unloaded his nearly 19 million shares. The stock dropped in half from the start of 2020 until the end of the quarter Buffett finally sold.</p>\n<p>But those shares are worth $233 million more now. Occidental now has an IBD Relative Strength rating of 88. That means the stock is outperforming 88% of all others.</p>\n<p>And then there's United Airlines, a favorite stock with millennial investors. Shares plummeted in 2020, dropping to 34.61 in the second quarter of 2020 during which Buffett unloaded his entire stake. But the airline stock is now up 30% this year. That makes the 22.1 million shares Buffett sold worth $480 million more.</p>\n<p><b>Role Reversal Flips The S&amp;P 500</b></p>\n<p>There's no denying the pandemic and following economic shutdown caused this flip in the market's winners. Cruise line operators in the S&amp;P 500, which Buffett doesn't own, show the point.</p>\n<p><b>Carnival</b> tanked 57% in 2020 to 21.66 a share as bookings dropped off. It was the second worst stock in the S&amp;P 500 in 2020. But shares rallied 31.4% this year to 28.46, making it the 54th best S&amp;P 500 stock this year. Carnival's IBD Relative Strength is now 69. And then there's <b>Norwegian Cruise Line</b>. The stock plunged 57% in 2020, but this year? It's up 21% and sports a Relative Strength of 80. Do you know if you should buy Carnival stock now?</p>\n<p>Don't feel too bad for Buffett. Shares of Berkshire Hathaway are up 13.5% this year as many of his other value investments like railroads and financials pay off. But he's not getting much comfort from his largest public holding. <b>Apple</b>, which is nearly half his portfolio, is down 9% this year.</p>\n<p>Savvy investors know it's wise to cut losses before they swell more than 8% of your purchase price. But they also know to read what the S&amp;P 500 is telling then. And right now, it's saying last year's worst are this year's best.</p>\n<h2>The Worst S&amp;P 500 Stocks Of 2020 Are Soaring</h2>\n<table>\n <thead>\n  <tr>\n   <th>Company</th>\n   <th>Symbol</th>\n   <th>2020 % Stock Ch.</th>\n   <th>% Ch. YTD Stock</th>\n   <th>Sector</th>\n   <th>Relative Strength</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>Occidental Petroleum</td>\n   <td></td>\n   <td><b>-58.0% (worst stock of 2020)</b></td>\n   <td>76.9%</td>\n   <td>Energy</td>\n   <td>88</td>\n  </tr>\n  <tr>\n   <td>Carnival</td>\n   <td></td>\n   <td><b>-57.4%</b></td>\n   <td>31.4%</td>\n   <td>Consumer Discretionary</td>\n   <td>69</td>\n  </tr>\n  <tr>\n   <td>Norwegian Cruise</td>\n   <td></td>\n   <td><b>-56.5%</b></td>\n   <td>20.8%</td>\n   <td>Consumer Discretionary</td>\n   <td>80</td>\n  </tr>\n  <tr>\n   <td>Raytheon Technologies</td>\n   <td></td>\n   <td><b>-52.3%</b></td>\n   <td>9.8%</td>\n   <td>Industrials</td>\n   <td>38</td>\n  </tr>\n  <tr>\n   <td>United Airlines</td>\n   <td></td>\n   <td><b>-50.9%</b></td>\n   <td>30.2%</td>\n   <td>Industrials</td>\n   <td>58</td>\n  </tr>\n  <tr>\n   <td>Marathon Oil</td>\n   <td></td>\n   <td><b>-50.9%</b></td>\n   <td>82.9%</td>\n   <td>Energy</td>\n   <td>91</td>\n  </tr>\n  <tr>\n   <td>ONEOK</td>\n   <td></td>\n   <td><b>-49.3%</b></td>\n   <td>34.4%</td>\n   <td>Energy</td>\n   <td>74</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/HFC\">HollyFrontier</a></td>\n   <td></td>\n   <td><b>-49.0%</b></td>\n   <td>58.8%</td>\n   <td>Energy</td>\n   <td>77</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a></td>\n   <td></td>\n   <td><b>-47.9%</b></td>\n   <td>69.4%</td>\n   <td>Energy</td>\n   <td>91</td>\n  </tr>\n  <tr>\n   <td>Schlumberger</td>\n   <td></td>\n   <td><b>-45.7%</b></td>\n   <td>32.9%</td>\n   <td>Energy</td>\n   <td>71</td>\n  </tr>\n </tbody>\n</table>\n<h5>Sources: IBD, S&amp;P Global Market Intelligence</h5>","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>Warren Buffett's Panic Sale Of Two Stocks Cost $713 Million</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\">\nWarren Buffett's Panic Sale Of Two Stocks Cost $713 Million\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-03-15 21:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Famed investor Warren Buffett is known for holding S&amp;P 500 stocks forever. But two stocks he didn't follow his own advice on highlighted a major trend in this year's market: 2020's losers are among 2021's winners so far.</p>\n<p>Buffett unloaded <b>Berkshire Hathaway</b>'s shares of energy firm <b>Occidental Petroleum</b> and industrial <b>United Airlines</b> in the harrowing second quarter of 2020. And yet, both have powered higher in 2021's value-driven market. And not by just a little. Occidental is the S&amp;P 500's fourth-best stock this year, up 77%. And United is up more than 30%, putting it in the index's top quintile.</p>\n<p>It's easy to see why Buffett sold. Occidental was the worst stock in the S&amp;P 500 in 2020. Plunging oil prices in 2020 sent shares of Occidental down 77% in 2020. And United Airlines lost half its value in 2020, making it the fifth worst stock in the S&amp;P 500.</p>\n<p>But in the value-stock led rally of 2021, where last year's worst stocks are soaring, both these stocks are coming alive for investors looking at the right indicators now.</p>\n<p><b>The S&amp;P 500 Turns Upside Down</b></p>\n<p>Buffett is feeling the S&amp;P 500's major flip-flop in the wallet. The index's worst stocks are turning into the best ones so far in 2021. The numbers are staggering.</p>\n<p>All 50 of the worst S&amp;P 500 stocks in 2020 are up this year so far, says an Investor's Business Daily analysis of data from S&amp;P Global Market Intelligence and MarketSmith. And not by a little. The worst S&amp;P 500 stocks of 2020 are now up an average 33% in 2021 so far. That blows away the S&amp;P 500's 5% gain this year. And the bottom 10 S&amp;P 500 stocks of 2020 are doing even better: up 44.8% this year. Most are energy stocks.</p>\n<p>Some of the bounces are remarkable. Take Occidental. Shares are up more than 76.9% this year already to 30.63. That must sting Buffett a little. Shares got down to 18.30 apiece at the end of the second quarter, the period in which Buffett unloaded his nearly 19 million shares. The stock dropped in half from the start of 2020 until the end of the quarter Buffett finally sold.</p>\n<p>But those shares are worth $233 million more now. Occidental now has an IBD Relative Strength rating of 88. That means the stock is outperforming 88% of all others.</p>\n<p>And then there's United Airlines, a favorite stock with millennial investors. Shares plummeted in 2020, dropping to 34.61 in the second quarter of 2020 during which Buffett unloaded his entire stake. But the airline stock is now up 30% this year. That makes the 22.1 million shares Buffett sold worth $480 million more.</p>\n<p><b>Role Reversal Flips The S&amp;P 500</b></p>\n<p>There's no denying the pandemic and following economic shutdown caused this flip in the market's winners. Cruise line operators in the S&amp;P 500, which Buffett doesn't own, show the point.</p>\n<p><b>Carnival</b> tanked 57% in 2020 to 21.66 a share as bookings dropped off. It was the second worst stock in the S&amp;P 500 in 2020. But shares rallied 31.4% this year to 28.46, making it the 54th best S&amp;P 500 stock this year. Carnival's IBD Relative Strength is now 69. And then there's <b>Norwegian Cruise Line</b>. The stock plunged 57% in 2020, but this year? It's up 21% and sports a Relative Strength of 80. Do you know if you should buy Carnival stock now?</p>\n<p>Don't feel too bad for Buffett. Shares of Berkshire Hathaway are up 13.5% this year as many of his other value investments like railroads and financials pay off. But he's not getting much comfort from his largest public holding. <b>Apple</b>, which is nearly half his portfolio, is down 9% this year.</p>\n<p>Savvy investors know it's wise to cut losses before they swell more than 8% of your purchase price. But they also know to read what the S&amp;P 500 is telling then. And right now, it's saying last year's worst are this year's best.</p>\n<h2>The Worst S&amp;P 500 Stocks Of 2020 Are Soaring</h2>\n<table>\n <thead>\n  <tr>\n   <th>Company</th>\n   <th>Symbol</th>\n   <th>2020 % Stock Ch.</th>\n   <th>% Ch. YTD Stock</th>\n   <th>Sector</th>\n   <th>Relative Strength</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>Occidental Petroleum</td>\n   <td></td>\n   <td><b>-58.0% (worst stock of 2020)</b></td>\n   <td>76.9%</td>\n   <td>Energy</td>\n   <td>88</td>\n  </tr>\n  <tr>\n   <td>Carnival</td>\n   <td></td>\n   <td><b>-57.4%</b></td>\n   <td>31.4%</td>\n   <td>Consumer Discretionary</td>\n   <td>69</td>\n  </tr>\n  <tr>\n   <td>Norwegian Cruise</td>\n   <td></td>\n   <td><b>-56.5%</b></td>\n   <td>20.8%</td>\n   <td>Consumer Discretionary</td>\n   <td>80</td>\n  </tr>\n  <tr>\n   <td>Raytheon Technologies</td>\n   <td></td>\n   <td><b>-52.3%</b></td>\n   <td>9.8%</td>\n   <td>Industrials</td>\n   <td>38</td>\n  </tr>\n  <tr>\n   <td>United Airlines</td>\n   <td></td>\n   <td><b>-50.9%</b></td>\n   <td>30.2%</td>\n   <td>Industrials</td>\n   <td>58</td>\n  </tr>\n  <tr>\n   <td>Marathon Oil</td>\n   <td></td>\n   <td><b>-50.9%</b></td>\n   <td>82.9%</td>\n   <td>Energy</td>\n   <td>91</td>\n  </tr>\n  <tr>\n   <td>ONEOK</td>\n   <td></td>\n   <td><b>-49.3%</b></td>\n   <td>34.4%</td>\n   <td>Energy</td>\n   <td>74</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/HFC\">HollyFrontier</a></td>\n   <td></td>\n   <td><b>-49.0%</b></td>\n   <td>58.8%</td>\n   <td>Energy</td>\n   <td>77</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a></td>\n   <td></td>\n   <td><b>-47.9%</b></td>\n   <td>69.4%</td>\n   <td>Energy</td>\n   <td>91</td>\n  </tr>\n  <tr>\n   <td>Schlumberger</td>\n   <td></td>\n   <td><b>-45.7%</b></td>\n   <td>32.9%</td>\n   <td>Energy</td>\n   <td>71</td>\n  </tr>\n </tbody>\n</table>\n<h5>Sources: IBD, S&amp;P Global Market Intelligence</h5>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119232912","content_text":"Famed investor Warren Buffett is known for holding S&P 500 stocks forever. But two stocks he didn't follow his own advice on highlighted a major trend in this year's market: 2020's losers are among 2021's winners so far.\nBuffett unloaded Berkshire Hathaway's shares of energy firm Occidental Petroleum and industrial United Airlines in the harrowing second quarter of 2020. And yet, both have powered higher in 2021's value-driven market. And not by just a little. Occidental is the S&P 500's fourth-best stock this year, up 77%. And United is up more than 30%, putting it in the index's top quintile.\nIt's easy to see why Buffett sold. Occidental was the worst stock in the S&P 500 in 2020. Plunging oil prices in 2020 sent shares of Occidental down 77% in 2020. And United Airlines lost half its value in 2020, making it the fifth worst stock in the S&P 500.\nBut in the value-stock led rally of 2021, where last year's worst stocks are soaring, both these stocks are coming alive for investors looking at the right indicators now.\nThe S&P 500 Turns Upside Down\nBuffett is feeling the S&P 500's major flip-flop in the wallet. The index's worst stocks are turning into the best ones so far in 2021. The numbers are staggering.\nAll 50 of the worst S&P 500 stocks in 2020 are up this year so far, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence and MarketSmith. And not by a little. The worst S&P 500 stocks of 2020 are now up an average 33% in 2021 so far. That blows away the S&P 500's 5% gain this year. And the bottom 10 S&P 500 stocks of 2020 are doing even better: up 44.8% this year. Most are energy stocks.\nSome of the bounces are remarkable. Take Occidental. Shares are up more than 76.9% this year already to 30.63. That must sting Buffett a little. Shares got down to 18.30 apiece at the end of the second quarter, the period in which Buffett unloaded his nearly 19 million shares. The stock dropped in half from the start of 2020 until the end of the quarter Buffett finally sold.\nBut those shares are worth $233 million more now. Occidental now has an IBD Relative Strength rating of 88. That means the stock is outperforming 88% of all others.\nAnd then there's United Airlines, a favorite stock with millennial investors. Shares plummeted in 2020, dropping to 34.61 in the second quarter of 2020 during which Buffett unloaded his entire stake. But the airline stock is now up 30% this year. That makes the 22.1 million shares Buffett sold worth $480 million more.\nRole Reversal Flips The S&P 500\nThere's no denying the pandemic and following economic shutdown caused this flip in the market's winners. Cruise line operators in the S&P 500, which Buffett doesn't own, show the point.\nCarnival tanked 57% in 2020 to 21.66 a share as bookings dropped off. It was the second worst stock in the S&P 500 in 2020. But shares rallied 31.4% this year to 28.46, making it the 54th best S&P 500 stock this year. Carnival's IBD Relative Strength is now 69. And then there's Norwegian Cruise Line. The stock plunged 57% in 2020, but this year? It's up 21% and sports a Relative Strength of 80. Do you know if you should buy Carnival stock now?\nDon't feel too bad for Buffett. Shares of Berkshire Hathaway are up 13.5% this year as many of his other value investments like railroads and financials pay off. But he's not getting much comfort from his largest public holding. Apple, which is nearly half his portfolio, is down 9% this year.\nSavvy investors know it's wise to cut losses before they swell more than 8% of your purchase price. But they also know to read what the S&P 500 is telling then. And right now, it's saying last year's worst are this year's best.\nThe Worst S&P 500 Stocks Of 2020 Are Soaring\n\n\n\nCompany\nSymbol\n2020 % Stock Ch.\n% Ch. YTD Stock\nSector\nRelative Strength\n\n\n\n\nOccidental Petroleum\n\n-58.0% (worst stock of 2020)\n76.9%\nEnergy\n88\n\n\nCarnival\n\n-57.4%\n31.4%\nConsumer Discretionary\n69\n\n\nNorwegian Cruise\n\n-56.5%\n20.8%\nConsumer Discretionary\n80\n\n\nRaytheon Technologies\n\n-52.3%\n9.8%\nIndustrials\n38\n\n\nUnited Airlines\n\n-50.9%\n30.2%\nIndustrials\n58\n\n\nMarathon Oil\n\n-50.9%\n82.9%\nEnergy\n91\n\n\nONEOK\n\n-49.3%\n34.4%\nEnergy\n74\n\n\nHollyFrontier\n\n-49.0%\n58.8%\nEnergy\n77\n\n\nDiamondback Energy\n\n-47.9%\n69.4%\nEnergy\n91\n\n\nSchlumberger\n\n-45.7%\n32.9%\nEnergy\n71\n\n\n\nSources: IBD, S&P Global Market Intelligence","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322103286,"gmtCreate":1615778780845,"gmtModify":1703492823859,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Nice!!&nbsp;","listText":"Nice!!&nbsp;","text":"Nice!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322103286","repostId":"1141300773","repostType":4,"repost":{"id":"1141300773","pubTimestamp":1615777101,"share":"https://www.laohu8.com/m/news/1141300773?lang=&edition=full","pubTime":"2021-03-15 10:58","market":"us","language":"en","title":"Disney: What Is Disney+ Really Worth To Shareholders","url":"https://stock-news.laohu8.com/highlight/detail?id=1141300773","media":"seekingalpha","summary":"In the past 16 months, Disney+ has gained 100 million subscribers.The market has generally viewed Disney+ as a major needle mover for the company overall.My goal is to find out how much value can Disney+ add for current shareholders.Disney+ has been a major catalyst for The Walt Disney Company  since it was first announced in April of 2019. The company was clearly making a strong pitch for getting content directly to consumers through the use of streaming services. Ever since the company had acq","content":"<p><b>Summary</b></p>\n<ul>\n <li>In the past 16 months, Disney+ has gained 100 million subscribers.</li>\n <li>The market has generally viewed Disney+ as a major needle mover for the company overall.</li>\n <li>My goal is to find out how much value can Disney+ add for current shareholders.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p>Disney+ has been a major catalyst for The Walt Disney Company (DIS) since it was first announced in April of 2019. The company was clearly making a strong pitch for getting content directly to consumers through the use of streaming services. Ever since the company had acquired Bamtech in 2017, the plan was clearly to leverage this technology to change the way consumers view their content. With a huge library of content already available to the company, the only obstacle was getting the content distributed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdead1e1d98934dccef59fe49bc1246\" tg-width=\"1280\" tg-height=\"853\"><span>Source: Company</span></p>\n<p>I have a been a shareholder since the middle of 2018 and have a cost basis of $100 per share and my question is how much value is Disney+ actually adding? I am at a point of trying to figure out if the excitement around Disney+ and its incredible subscriber growth is worth the premium that the stock is currently trading at. For me, the idea of locking in a 100% return in three years would be great as this is one of the first stocks I invested in. What I want to do is try to look at Disney+ on its own and see what value I can come up for the service to see if I should continue to hold the stock long term or if I should lock in my gains and move on to other opportunities. As a disclaimer, this is purely my valuation and where I see the service going. As such, your valuation will probably differ depending on how you view a few of the assumptions I had to make. Unfortunately, the company does not break out the operating cost of Disney+, but there are some clues as to what the operating margins are, and as such, I will be pulling together what I believe are the operating margins for the service.</p>\n<p><b>What Are The Costs Of Disney+?</b></p>\n<p>The first thing I needed to find out was what were the operating expenses for Disney+? In Disney's most recent&nbsp;10-Q, they do break out what the cost are for their DTC (Direct-to-Consumer) segment, but while this includes Disney+ expenses, it also includes the expenses of ESPN+ and Hulu. So, in going through the line items of the expense side of the income statement and deciphering the footnotes, we can come to a reasonable operating income for Disney+. If you see below, the DTC segment is still operating at a loss, but these losses are starting to deteriorate and may soon become a profitable segment for Disney in the near future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc30a144042eaefbed0c83e9765c5d70\" tg-width=\"640\" tg-height=\"250\"><span>(Source: Disney 2021 Q1 10-Q)</span></p>\n<p>You can see for the quarter, the overall operating expenses come in at $2,921 million, SG&amp;A at $970 million and Depreciation and amortization at $79 million. From here, we will have to go the footnotes in order to see if we can extrapolate Disney+'s overall operating cost.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d110655bf2e940dec8116ebe66f9e9d4\" tg-width=\"640\" tg-height=\"401\"><span>(Source: Disney 2021 Q1 10-Q)</span></p>\n<p>We can see that in December of 2019, overall expenses here were $2,343 billion and in January of 2021, expenses were $2,921 million. This can be a good starting point and offer an idea of what it cost per quarter to run Disney+. This of course is an approximation because Disney+ was launched in November of 2019, so our base quarter does have some of those expenses rolled into it, but I believe it is minimal due to the fact that there is only one month of data rolled into these expenses. I should note that some of these expense increases were due to Disney's 67% ownership in Hulu and as such most likely did contribute as well to the overall operating expenses. Since we don't really know for sure what the split is between Hulu and Disney+, we will assume that all of the increase was due to Disney+ (call it a margin of safety if you will). So, given that fact we can assume that per quarter it cost about $578 million or $2,312 million a year for operating expenses. For SG&amp;A, it looks like we can safely assume about a $238 million per quarter increase attributable solely to marketing for Disney+, which works out to be about $952 million for the year. Depreciation and amortization is also tied almost directly to Disney+ at about $19 million per quarter of, $76 million for the year. You can see below that the total expenses for running Disney plus come out to be about $3,186 million per year.</p>\n<p><img src=\"https://static.tigerbbs.com/73b127864cd5486905755e3e9e44bbed\" tg-width=\"815\" tg-height=\"320\"></p>\n<p><b>What Will Revenues Be?</b></p>\n<p>This is where we have to make our biggest assumptions on what revenues will look like for Disney+. The growth in subscribers has even surprised Disney executives, with&nbsp;over 50% of subscribers being households without kids,making the value appeal for subscribers even broader. As of March 9th of 2021, total subscribers for the service&nbsp;topped 100 million, which blew past Disney's initial estimates and they have now revised their estimates to reflect between 230 and 260 million subscribers by 2024. While it will be hard to tell how realistic this goal is, the service certainly has the momentum to justify the overall growth given the potential international reach. What will be interesting to watch for is the average revenue per user (ARPU) and how that will grow as time goes on. You can see that so far for Disney+, ARPU has declined from about $5.56 to $4.03. According to the most recent 10-Q, the decline is attributable to the launch of Disney+ Hotstar service launched in India and Indonesia.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8d515e5a68c0cb68e17984492298aa4\" tg-width=\"640\" tg-height=\"156\"><span>(Source: Disney 2021 Q1 10-Q)</span></p>\n<p>As it stands with 100 million subscribers and an ARPU of $4.03, revenues so far would fall at $403 million per month or $4,836 million per year. If we assume that for this year that subscribers will grow about 6 million per month for the next nine months and an ARPU of $4 for the year we would come to 154 million subscribers and $7,392 million in revenue which we will us for our base case in our valuation of Disney+.</p>\n<p><img src=\"https://static.tigerbbs.com/cdade273a773d9de241df796dbcf680c\" tg-width=\"817\" tg-height=\"272\"></p>\n<p><b>Valuing Disney+</b></p>\n<p>One of the biggest challenges with valuation is making the assumptions in growth over a long period of time. My usual method for valuing any business is by taking a range of values of using a couple of scenarios that I believe are possible and this is how I will present my valuation. Both scenarios will assume that the high growth phase for Disney+ continues for at least the next five years and then begins to fade for the next five years. Each scenario will also assume that the number of subscribers begins at 154 million with $7,392 million in revenue based on $4 monthly ARPU and margins will begin at 34%. I have calculated Disney's overall cost of capital to be about 9.5% and this will be used in both scenarios.</p>\n<p><b>Scenario 1:</b></p>\n<p>In this scenario Disney+ will continue to grow at a high rate even after the first 5 years, although this pace will be slower than the first five years. The competition has a hard time keeping up and as such there is low churn and the platform has great sticking power, ARPU will continue to rise at a moderately high rate until it reaches about $16. As growth begins to slow, Disney will pull back on the growth marketing spend and transition to a more moderate amount of marketing to replace churn which will raise margins.</p>\n<p><img src=\"https://static.tigerbbs.com/f32924a0a6e113ef9d89fac4143d4b14\" tg-width=\"640\" tg-height=\"83\"><img src=\"https://static.tigerbbs.com/1dba93c03f1d4a4e745021aa3b1cc220\" tg-width=\"815\" tg-height=\"317\"></p>\n<p><b>Scenario 2:</b></p>\n<p>In this scenario, Disney+ growth in the first five years is slower than expected. The goal of between 230 to 240 takes a couple more years to achieve than expected and due to this lower growth ARPU does not rise nearly as fast in order to reduce churn and keep the value proposition intact. Margins will start to lower as more money is being spent to attract new subscribers and make more content. Disney+ in this instance faces more competition from other services and has to create more content which would result in some of this content being a flop.</p>\n<p><img src=\"https://static.tigerbbs.com/0aaed5ea9a63f499ddcb441b68b45994\" tg-width=\"640\" tg-height=\"82\"><img src=\"https://static.tigerbbs.com/72734aac549e172bfe59a411dcaeb81e\" tg-width=\"818\" tg-height=\"320\"></p>\n<p><b>Final Thoughts</b></p>\n<p>Based on both of my scenarios, the value of Disney+ has quite a large range. The potential for Disney+ landed in between $148 and $36 per share of added value. If you take the midpoint of these two extremes, you would land around $92 a share of added value. I will note the one item I did not include was what taxes will be in the future. I didn't model this just due to the uncertainties around future taxes and the fact that Disney may have incurred net operating losses due to the COVID-19 pandemic. Overall, this has been a helpful exercise in trying to determine what I should do going forward.</p>\n<p>With the majority of the stock price movement being attributed to Disney+, it looks like there may be justification to today's current price. That being said, the stock may be close to fully priced, especially given the current state of the rest of Disney's operating segments, most notably the Parks and Experiences segments. When I initially invested in Disney, the plan was to hold onto this stock forever, but the current valuation of Disney+ is certainly given me pause and I will need to rethink whether I should sell and move on to other opportunities. I still believe this is a great company with a long runway, but with the words of Warren Buffett in my ear, \"Price is what you pay, value is what you get\".</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>Disney: What Is Disney+ Really Worth To Shareholders</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\">\nDisney: What Is Disney+ Really Worth To Shareholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-15 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4413801-what-is-disney-plus-really-worth-to-shareholders><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIn the past 16 months, Disney+ has gained 100 million subscribers.\nThe market has generally viewed Disney+ as a major needle mover for the company overall.\nMy goal is to find out how much ...</p>\n\n<a href=\"https://seekingalpha.com/article/4413801-what-is-disney-plus-really-worth-to-shareholders\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4413801-what-is-disney-plus-really-worth-to-shareholders","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1141300773","content_text":"Summary\n\nIn the past 16 months, Disney+ has gained 100 million subscribers.\nThe market has generally viewed Disney+ as a major needle mover for the company overall.\nMy goal is to find out how much value can Disney+ add for current shareholders.\n\nIntroduction\nDisney+ has been a major catalyst for The Walt Disney Company (DIS) since it was first announced in April of 2019. The company was clearly making a strong pitch for getting content directly to consumers through the use of streaming services. Ever since the company had acquired Bamtech in 2017, the plan was clearly to leverage this technology to change the way consumers view their content. With a huge library of content already available to the company, the only obstacle was getting the content distributed.\nSource: Company\nI have a been a shareholder since the middle of 2018 and have a cost basis of $100 per share and my question is how much value is Disney+ actually adding? I am at a point of trying to figure out if the excitement around Disney+ and its incredible subscriber growth is worth the premium that the stock is currently trading at. For me, the idea of locking in a 100% return in three years would be great as this is one of the first stocks I invested in. What I want to do is try to look at Disney+ on its own and see what value I can come up for the service to see if I should continue to hold the stock long term or if I should lock in my gains and move on to other opportunities. As a disclaimer, this is purely my valuation and where I see the service going. As such, your valuation will probably differ depending on how you view a few of the assumptions I had to make. Unfortunately, the company does not break out the operating cost of Disney+, but there are some clues as to what the operating margins are, and as such, I will be pulling together what I believe are the operating margins for the service.\nWhat Are The Costs Of Disney+?\nThe first thing I needed to find out was what were the operating expenses for Disney+? In Disney's most recent 10-Q, they do break out what the cost are for their DTC (Direct-to-Consumer) segment, but while this includes Disney+ expenses, it also includes the expenses of ESPN+ and Hulu. So, in going through the line items of the expense side of the income statement and deciphering the footnotes, we can come to a reasonable operating income for Disney+. If you see below, the DTC segment is still operating at a loss, but these losses are starting to deteriorate and may soon become a profitable segment for Disney in the near future.\n(Source: Disney 2021 Q1 10-Q)\nYou can see for the quarter, the overall operating expenses come in at $2,921 million, SG&A at $970 million and Depreciation and amortization at $79 million. From here, we will have to go the footnotes in order to see if we can extrapolate Disney+'s overall operating cost.\n(Source: Disney 2021 Q1 10-Q)\nWe can see that in December of 2019, overall expenses here were $2,343 billion and in January of 2021, expenses were $2,921 million. This can be a good starting point and offer an idea of what it cost per quarter to run Disney+. This of course is an approximation because Disney+ was launched in November of 2019, so our base quarter does have some of those expenses rolled into it, but I believe it is minimal due to the fact that there is only one month of data rolled into these expenses. I should note that some of these expense increases were due to Disney's 67% ownership in Hulu and as such most likely did contribute as well to the overall operating expenses. Since we don't really know for sure what the split is between Hulu and Disney+, we will assume that all of the increase was due to Disney+ (call it a margin of safety if you will). So, given that fact we can assume that per quarter it cost about $578 million or $2,312 million a year for operating expenses. For SG&A, it looks like we can safely assume about a $238 million per quarter increase attributable solely to marketing for Disney+, which works out to be about $952 million for the year. Depreciation and amortization is also tied almost directly to Disney+ at about $19 million per quarter of, $76 million for the year. You can see below that the total expenses for running Disney plus come out to be about $3,186 million per year.\n\nWhat Will Revenues Be?\nThis is where we have to make our biggest assumptions on what revenues will look like for Disney+. The growth in subscribers has even surprised Disney executives, with over 50% of subscribers being households without kids,making the value appeal for subscribers even broader. As of March 9th of 2021, total subscribers for the service topped 100 million, which blew past Disney's initial estimates and they have now revised their estimates to reflect between 230 and 260 million subscribers by 2024. While it will be hard to tell how realistic this goal is, the service certainly has the momentum to justify the overall growth given the potential international reach. What will be interesting to watch for is the average revenue per user (ARPU) and how that will grow as time goes on. You can see that so far for Disney+, ARPU has declined from about $5.56 to $4.03. According to the most recent 10-Q, the decline is attributable to the launch of Disney+ Hotstar service launched in India and Indonesia.\n(Source: Disney 2021 Q1 10-Q)\nAs it stands with 100 million subscribers and an ARPU of $4.03, revenues so far would fall at $403 million per month or $4,836 million per year. If we assume that for this year that subscribers will grow about 6 million per month for the next nine months and an ARPU of $4 for the year we would come to 154 million subscribers and $7,392 million in revenue which we will us for our base case in our valuation of Disney+.\n\nValuing Disney+\nOne of the biggest challenges with valuation is making the assumptions in growth over a long period of time. My usual method for valuing any business is by taking a range of values of using a couple of scenarios that I believe are possible and this is how I will present my valuation. Both scenarios will assume that the high growth phase for Disney+ continues for at least the next five years and then begins to fade for the next five years. Each scenario will also assume that the number of subscribers begins at 154 million with $7,392 million in revenue based on $4 monthly ARPU and margins will begin at 34%. I have calculated Disney's overall cost of capital to be about 9.5% and this will be used in both scenarios.\nScenario 1:\nIn this scenario Disney+ will continue to grow at a high rate even after the first 5 years, although this pace will be slower than the first five years. The competition has a hard time keeping up and as such there is low churn and the platform has great sticking power, ARPU will continue to rise at a moderately high rate until it reaches about $16. As growth begins to slow, Disney will pull back on the growth marketing spend and transition to a more moderate amount of marketing to replace churn which will raise margins.\n\nScenario 2:\nIn this scenario, Disney+ growth in the first five years is slower than expected. The goal of between 230 to 240 takes a couple more years to achieve than expected and due to this lower growth ARPU does not rise nearly as fast in order to reduce churn and keep the value proposition intact. Margins will start to lower as more money is being spent to attract new subscribers and make more content. Disney+ in this instance faces more competition from other services and has to create more content which would result in some of this content being a flop.\n\nFinal Thoughts\nBased on both of my scenarios, the value of Disney+ has quite a large range. The potential for Disney+ landed in between $148 and $36 per share of added value. If you take the midpoint of these two extremes, you would land around $92 a share of added value. I will note the one item I did not include was what taxes will be in the future. I didn't model this just due to the uncertainties around future taxes and the fact that Disney may have incurred net operating losses due to the COVID-19 pandemic. Overall, this has been a helpful exercise in trying to determine what I should do going forward.\nWith the majority of the stock price movement being attributed to Disney+, it looks like there may be justification to today's current price. That being said, the stock may be close to fully priced, especially given the current state of the rest of Disney's operating segments, most notably the Parks and Experiences segments. When I initially invested in Disney, the plan was to hold onto this stock forever, but the current valuation of Disney+ is certainly given me pause and I will need to rethink whether I should sell and move on to other opportunities. I still believe this is a great company with a long runway, but with the words of Warren Buffett in my ear, \"Price is what you pay, value is what you get\".","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326433772,"gmtCreate":1615694719696,"gmtModify":1703492161646,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VCNX\">$Vaccinex Inc.(VCNX)$</a>Hopefully a bullish start for next monday.. 💪🏻💪🏻","listText":"<a href=\"https://laohu8.com/S/VCNX\">$Vaccinex Inc.(VCNX)$</a>Hopefully a bullish start for next monday.. 💪🏻💪🏻","text":"$Vaccinex Inc.(VCNX)$Hopefully a bullish start for next monday.. 💪🏻💪🏻","images":[{"img":"https://static.tigerbbs.com/8611344ce0f7b4ec51ca679af805978f","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326433772","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":326433959,"gmtCreate":1615694636071,"gmtModify":1703492160271,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Wow..&nbsp;","listText":"Wow..&nbsp;","text":"Wow..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326433959","repostId":"1100027772","repostType":4,"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328873285,"gmtCreate":1615515556247,"gmtModify":1703490284653,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>Up up up","listText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>Up up up","text":"$Torchlight Energy Resources(TRCH)$Up up up","images":[{"img":"https://static.tigerbbs.com/7b9ab4fff9dda8ec925dfdb2192464ef","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328873285","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":320091187,"gmtCreate":1614987337349,"gmtModify":1703483921752,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>👍🏻👍🏻👍🏻","listText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>👍🏻👍🏻👍🏻","text":"$Zomedica Pharmaceuticals Corp.(ZOM)$👍🏻👍🏻👍🏻","images":[{"img":"https://static.tigerbbs.com/7cbef2542e1f30e9f0f467fc869c1431","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320091187","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":361508404,"gmtCreate":1614244163708,"gmtModify":1631885752222,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>💪🏻💪🏻","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>💪🏻💪🏻","text":"$Churchill Capital Corp IV(CCIV)$💪🏻💪🏻","images":[{"img":"https://static.tigerbbs.com/6c37b3c31fe6f20cca82a7930b3dd8ad","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361508404","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":363751559,"gmtCreate":1614175349671,"gmtModify":1634550872151,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Thx!&nbsp;","listText":"Thx!&nbsp;","text":"Thx!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363751559","repostId":"1138795890","repostType":4,"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363753359,"gmtCreate":1614175247571,"gmtModify":1634550872612,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Good stock to hold","listText":"Good stock to hold","text":"Good stock to hold","images":[{"img":"https://static.tigerbbs.com/5f72c5e714f02b3652c8f688c93f0fc6","width":"1125","height":"3617"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363753359","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":356426419,"gmtCreate":1616808855931,"gmtModify":1634523900214,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/356426419","repostId":"2122472374","repostType":4,"repost":{"id":"2122472374","pubTimestamp":1616770512,"share":"https://www.laohu8.com/m/news/2122472374?lang=&edition=full","pubTime":"2021-03-26 22:55","market":"us","language":"en","title":"AMD Stock Has Crashed 20%: Here's Why You Should Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2122472374","media":"Motley Fool","summary":"The high-flying chipmaker has been battered on the stock market this year, but it could soon turn around.","content":"<p><b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such as the broader sell-off in tech stocks and rival <b>Intel</b>'s (NASDAQ:INTC) resurgence under new leadership.</p>\n<p>However, <a href=\"https://laohu8.com/S/AONE\">one</a> look at the pace of AMD's growth and its outlook for the year tells us that the recent sell-off in the stock may not be justified. The chipmaker ended 2020 on a high and expects to deliver massive growth once again this year. More importantly, investors shouldn't worry too much about the potential impact of Intel's recent announcements on AMD's fortunes just yet, as the latter has enough going for it to ward off any threat from its bigger rival.</p>\n<p>Let's see why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20fce0458082e183812db30c73121bac\" tg-width=\"720\" tg-height=\"387\"><span>AMD data by YCharts</span></p>\n<h2>AMD isn't going to fall behind Intel anytime soon</h2>\n<p>AMD chipped away substantially at Intel's dominance in PC central processing units (CPUs) and server processors last year. The chipmaker ended 2020 with a 21.7% share of the x86 processor market, which includes chips used in servers, laptops, and desktops, up from 15.1% at the end of the fourth quarter of 2019.</p>\n<p>However, there has been chatter of Intel being on the path of a turnaround, as it had reclaimed some of its market share from AMD in the fourth quarter of 2020 on a quarter-over-quarter basis. That chatter has only become stronger as Chipzilla reportedly looks to erase AMD's technological leadership with aggressive capacity investments.</p>\n<p>Intel recently announced a capital expenditure budget of $20 billion for 2021, a big increase over last year's $14 billion outlay, as it looks to shore up its manufacturing. The company says that the delays it faced with the 10-nanometer (nm) and 7nm chip manufacturing processes are now fixed. In fact, Intel says that its 7nm client CPUs code-named Meteor Lake are in development and will tape in the next quarter. Intel is expected to start shipping&nbsp;its 7nm PC chips to customers in 2023, while data center chips based on the platform are also expected in that year.</p>\n<p>AMD has already been selling 7nm processors for quite some time now, giving it an advantage over Intel, which fumbled its transition to the competing 10nm platform and has remained stuck on the 14nm platform for a long time now. What's more, investors need not be afraid of Intel's progress on the 7nm front, as Chipzilla's timeline for the launch of those chips hasn't changed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d1a80e2bc655d91abe37c8c8083b1ab\" tg-width=\"700\" tg-height=\"510\"><span>Image source: Getty Images.</span></p>\n<p>In fact, AMD can be expected to raise its game by the time Intel's 7nm chips hit the market by transitioning to the competing 5nm manufacturing node within the next couple of years. A smaller processing node will allow AMD to pack more&nbsp;transistors closer to each other, leading to improved computing performance and lower power consumption.</p>\n<p>Therefore, AMD can remain ahead of Intel once it makes the transition to a smaller 5nm process node. Chipzilla is unlikely to regain its technology lead until the launch of its own 5nm process, the timeline for which is unknown right now. As it turns out, AMD's foundry partner <b>Taiwan Semiconductor Manufacturing</b> is reportedly working to increase the production capacity of 5nm chips. That should bode well for AMD, as it is expected&nbsp;to become TSMC's second-largest customer and enjoy stronger bargaining power.</p>\n<p>Additionally, AMD can be expected to keep up the pressure on Intel in the data center space after the launch&nbsp;of its latest EPYC server processors. AMD claims that the latest EPYC 7003 processors based on the 7nm process are twice as fast as Intel's competing chips. Third-party tests conducted by <i>AnandTech</i> indicate the same.</p>\n<p>More importantly, AMD has a solid lineup of clients using the latest EPYC server processors. They include&nbsp;<b>Amazon</b>, <b>Cisco</b>, <b>Dell Technologies</b>, <b>Alphabet</b>'s Google, <b>Microsoft</b>, <b>Lenovo</b>, and <b>Tencent</b>. So it won't be surprising to see AMD log big gains in the data center market in both the short and the long run.</p>\n<h2>Buy when others are fearful</h2>\n<p>AMD stock has become cheaper thanks to the recent pullback, trading&nbsp;at 38 times trailing earnings. That's really cheap compared to last year's average trailing earnings multiple of 124, thanks to the sharp spike in the company's earnings and a lower share price. The good news is that AMD's bottom-line growth is here to stay thanks to a variety of catalysts, and it may not be long before the stock price follows suit.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7df9f57ab94b1797b8d6fa062e624a07\" tg-width=\"720\" tg-height=\"387\"><span>AMD EPS Estimates for Current Fiscal Year data by YCharts</span></p>\n<p>All of this makes AMD a growth stock worth buying right now, as it continues to remain in a solid position against Intel and has additional growth drivers in the bag.</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>AMD Stock Has Crashed 20%: Here's Why You Should Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock Has Crashed 20%: Here's Why You Should Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2122472374","content_text":"Advanced Micro Devices (NASDAQ:AMD) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such as the broader sell-off in tech stocks and rival Intel's (NASDAQ:INTC) resurgence under new leadership.\nHowever, one look at the pace of AMD's growth and its outlook for the year tells us that the recent sell-off in the stock may not be justified. The chipmaker ended 2020 on a high and expects to deliver massive growth once again this year. More importantly, investors shouldn't worry too much about the potential impact of Intel's recent announcements on AMD's fortunes just yet, as the latter has enough going for it to ward off any threat from its bigger rival.\nLet's see why.\nAMD data by YCharts\nAMD isn't going to fall behind Intel anytime soon\nAMD chipped away substantially at Intel's dominance in PC central processing units (CPUs) and server processors last year. The chipmaker ended 2020 with a 21.7% share of the x86 processor market, which includes chips used in servers, laptops, and desktops, up from 15.1% at the end of the fourth quarter of 2019.\nHowever, there has been chatter of Intel being on the path of a turnaround, as it had reclaimed some of its market share from AMD in the fourth quarter of 2020 on a quarter-over-quarter basis. That chatter has only become stronger as Chipzilla reportedly looks to erase AMD's technological leadership with aggressive capacity investments.\nIntel recently announced a capital expenditure budget of $20 billion for 2021, a big increase over last year's $14 billion outlay, as it looks to shore up its manufacturing. The company says that the delays it faced with the 10-nanometer (nm) and 7nm chip manufacturing processes are now fixed. In fact, Intel says that its 7nm client CPUs code-named Meteor Lake are in development and will tape in the next quarter. Intel is expected to start shipping its 7nm PC chips to customers in 2023, while data center chips based on the platform are also expected in that year.\nAMD has already been selling 7nm processors for quite some time now, giving it an advantage over Intel, which fumbled its transition to the competing 10nm platform and has remained stuck on the 14nm platform for a long time now. What's more, investors need not be afraid of Intel's progress on the 7nm front, as Chipzilla's timeline for the launch of those chips hasn't changed.\nImage source: Getty Images.\nIn fact, AMD can be expected to raise its game by the time Intel's 7nm chips hit the market by transitioning to the competing 5nm manufacturing node within the next couple of years. A smaller processing node will allow AMD to pack more transistors closer to each other, leading to improved computing performance and lower power consumption.\nTherefore, AMD can remain ahead of Intel once it makes the transition to a smaller 5nm process node. Chipzilla is unlikely to regain its technology lead until the launch of its own 5nm process, the timeline for which is unknown right now. As it turns out, AMD's foundry partner Taiwan Semiconductor Manufacturing is reportedly working to increase the production capacity of 5nm chips. That should bode well for AMD, as it is expected to become TSMC's second-largest customer and enjoy stronger bargaining power.\nAdditionally, AMD can be expected to keep up the pressure on Intel in the data center space after the launch of its latest EPYC server processors. AMD claims that the latest EPYC 7003 processors based on the 7nm process are twice as fast as Intel's competing chips. Third-party tests conducted by AnandTech indicate the same.\nMore importantly, AMD has a solid lineup of clients using the latest EPYC server processors. They include Amazon, Cisco, Dell Technologies, Alphabet's Google, Microsoft, Lenovo, and Tencent. So it won't be surprising to see AMD log big gains in the data center market in both the short and the long run.\nBuy when others are fearful\nAMD stock has become cheaper thanks to the recent pullback, trading at 38 times trailing earnings. That's really cheap compared to last year's average trailing earnings multiple of 124, thanks to the sharp spike in the company's earnings and a lower share price. The good news is that AMD's bottom-line growth is here to stay thanks to a variety of catalysts, and it may not be long before the stock price follows suit.\nAMD EPS Estimates for Current Fiscal Year data by YCharts\nAll of this makes AMD a growth stock worth buying right now, as it continues to remain in a solid position against Intel and has additional growth drivers in the bag.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328873285,"gmtCreate":1615515556247,"gmtModify":1703490284653,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>Up up up","listText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>Up up up","text":"$Torchlight Energy Resources(TRCH)$Up up up","images":[{"img":"https://static.tigerbbs.com/7b9ab4fff9dda8ec925dfdb2192464ef","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328873285","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":320091187,"gmtCreate":1614987337349,"gmtModify":1703483921752,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>👍🏻👍🏻👍🏻","listText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>👍🏻👍🏻👍🏻","text":"$Zomedica Pharmaceuticals Corp.(ZOM)$👍🏻👍🏻👍🏻","images":[{"img":"https://static.tigerbbs.com/7cbef2542e1f30e9f0f467fc869c1431","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320091187","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356426360,"gmtCreate":1616808843550,"gmtModify":1634523900578,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/356426360","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","pubTimestamp":1616772179,"share":"https://www.laohu8.com/m/news/1111192234?lang=&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p>\n<p>Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p>\n<p>Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p>\n<p>So far the market isn’t feeling charitable. But the sample size is only one stock.</p>\n<p>NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p>\n<p>For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p>\n<p>Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p>\n<p>RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p>\n<p>Spak rates Tesla stock Hold and has a $725 price target for shares.</p>\n<p>In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p>\n<p>Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.</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\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327631051,"gmtCreate":1616079172373,"gmtModify":1631889933610,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OTRK\">$Ontrak, Inc.(OTRK)$</a>Should i just cash out? Or just be abit more ambicious. 😅😅","listText":"<a href=\"https://laohu8.com/S/OTRK\">$Ontrak, Inc.(OTRK)$</a>Should i just cash out? Or just be abit more ambicious. 😅😅","text":"$Ontrak, Inc.(OTRK)$Should i just cash out? Or just be abit more ambicious. 😅😅","images":[{"img":"https://static.tigerbbs.com/854a444785c49dd2fad465b4079ef082","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/327631051","isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":361508404,"gmtCreate":1614244163708,"gmtModify":1631885752222,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>💪🏻💪🏻","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>💪🏻💪🏻","text":"$Churchill Capital Corp IV(CCIV)$💪🏻💪🏻","images":[{"img":"https://static.tigerbbs.com/6c37b3c31fe6f20cca82a7930b3dd8ad","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361508404","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":322103286,"gmtCreate":1615778780845,"gmtModify":1703492823859,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Nice!!&nbsp;","listText":"Nice!!&nbsp;","text":"Nice!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322103286","repostId":"1141300773","repostType":4,"repost":{"id":"1141300773","pubTimestamp":1615777101,"share":"https://www.laohu8.com/m/news/1141300773?lang=&edition=full","pubTime":"2021-03-15 10:58","market":"us","language":"en","title":"Disney: What Is Disney+ Really Worth To Shareholders","url":"https://stock-news.laohu8.com/highlight/detail?id=1141300773","media":"seekingalpha","summary":"In the past 16 months, Disney+ has gained 100 million subscribers.The market has generally viewed Disney+ as a major needle mover for the company overall.My goal is to find out how much value can Disney+ add for current shareholders.Disney+ has been a major catalyst for The Walt Disney Company  since it was first announced in April of 2019. The company was clearly making a strong pitch for getting content directly to consumers through the use of streaming services. Ever since the company had acq","content":"<p><b>Summary</b></p>\n<ul>\n <li>In the past 16 months, Disney+ has gained 100 million subscribers.</li>\n <li>The market has generally viewed Disney+ as a major needle mover for the company overall.</li>\n <li>My goal is to find out how much value can Disney+ add for current shareholders.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p>Disney+ has been a major catalyst for The Walt Disney Company (DIS) since it was first announced in April of 2019. The company was clearly making a strong pitch for getting content directly to consumers through the use of streaming services. Ever since the company had acquired Bamtech in 2017, the plan was clearly to leverage this technology to change the way consumers view their content. With a huge library of content already available to the company, the only obstacle was getting the content distributed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdead1e1d98934dccef59fe49bc1246\" tg-width=\"1280\" tg-height=\"853\"><span>Source: Company</span></p>\n<p>I have a been a shareholder since the middle of 2018 and have a cost basis of $100 per share and my question is how much value is Disney+ actually adding? I am at a point of trying to figure out if the excitement around Disney+ and its incredible subscriber growth is worth the premium that the stock is currently trading at. For me, the idea of locking in a 100% return in three years would be great as this is one of the first stocks I invested in. What I want to do is try to look at Disney+ on its own and see what value I can come up for the service to see if I should continue to hold the stock long term or if I should lock in my gains and move on to other opportunities. As a disclaimer, this is purely my valuation and where I see the service going. As such, your valuation will probably differ depending on how you view a few of the assumptions I had to make. Unfortunately, the company does not break out the operating cost of Disney+, but there are some clues as to what the operating margins are, and as such, I will be pulling together what I believe are the operating margins for the service.</p>\n<p><b>What Are The Costs Of Disney+?</b></p>\n<p>The first thing I needed to find out was what were the operating expenses for Disney+? In Disney's most recent&nbsp;10-Q, they do break out what the cost are for their DTC (Direct-to-Consumer) segment, but while this includes Disney+ expenses, it also includes the expenses of ESPN+ and Hulu. So, in going through the line items of the expense side of the income statement and deciphering the footnotes, we can come to a reasonable operating income for Disney+. If you see below, the DTC segment is still operating at a loss, but these losses are starting to deteriorate and may soon become a profitable segment for Disney in the near future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc30a144042eaefbed0c83e9765c5d70\" tg-width=\"640\" tg-height=\"250\"><span>(Source: Disney 2021 Q1 10-Q)</span></p>\n<p>You can see for the quarter, the overall operating expenses come in at $2,921 million, SG&amp;A at $970 million and Depreciation and amortization at $79 million. From here, we will have to go the footnotes in order to see if we can extrapolate Disney+'s overall operating cost.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d110655bf2e940dec8116ebe66f9e9d4\" tg-width=\"640\" tg-height=\"401\"><span>(Source: Disney 2021 Q1 10-Q)</span></p>\n<p>We can see that in December of 2019, overall expenses here were $2,343 billion and in January of 2021, expenses were $2,921 million. This can be a good starting point and offer an idea of what it cost per quarter to run Disney+. This of course is an approximation because Disney+ was launched in November of 2019, so our base quarter does have some of those expenses rolled into it, but I believe it is minimal due to the fact that there is only one month of data rolled into these expenses. I should note that some of these expense increases were due to Disney's 67% ownership in Hulu and as such most likely did contribute as well to the overall operating expenses. Since we don't really know for sure what the split is between Hulu and Disney+, we will assume that all of the increase was due to Disney+ (call it a margin of safety if you will). So, given that fact we can assume that per quarter it cost about $578 million or $2,312 million a year for operating expenses. For SG&amp;A, it looks like we can safely assume about a $238 million per quarter increase attributable solely to marketing for Disney+, which works out to be about $952 million for the year. Depreciation and amortization is also tied almost directly to Disney+ at about $19 million per quarter of, $76 million for the year. You can see below that the total expenses for running Disney plus come out to be about $3,186 million per year.</p>\n<p><img src=\"https://static.tigerbbs.com/73b127864cd5486905755e3e9e44bbed\" tg-width=\"815\" tg-height=\"320\"></p>\n<p><b>What Will Revenues Be?</b></p>\n<p>This is where we have to make our biggest assumptions on what revenues will look like for Disney+. The growth in subscribers has even surprised Disney executives, with&nbsp;over 50% of subscribers being households without kids,making the value appeal for subscribers even broader. As of March 9th of 2021, total subscribers for the service&nbsp;topped 100 million, which blew past Disney's initial estimates and they have now revised their estimates to reflect between 230 and 260 million subscribers by 2024. While it will be hard to tell how realistic this goal is, the service certainly has the momentum to justify the overall growth given the potential international reach. What will be interesting to watch for is the average revenue per user (ARPU) and how that will grow as time goes on. You can see that so far for Disney+, ARPU has declined from about $5.56 to $4.03. According to the most recent 10-Q, the decline is attributable to the launch of Disney+ Hotstar service launched in India and Indonesia.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8d515e5a68c0cb68e17984492298aa4\" tg-width=\"640\" tg-height=\"156\"><span>(Source: Disney 2021 Q1 10-Q)</span></p>\n<p>As it stands with 100 million subscribers and an ARPU of $4.03, revenues so far would fall at $403 million per month or $4,836 million per year. If we assume that for this year that subscribers will grow about 6 million per month for the next nine months and an ARPU of $4 for the year we would come to 154 million subscribers and $7,392 million in revenue which we will us for our base case in our valuation of Disney+.</p>\n<p><img src=\"https://static.tigerbbs.com/cdade273a773d9de241df796dbcf680c\" tg-width=\"817\" tg-height=\"272\"></p>\n<p><b>Valuing Disney+</b></p>\n<p>One of the biggest challenges with valuation is making the assumptions in growth over a long period of time. My usual method for valuing any business is by taking a range of values of using a couple of scenarios that I believe are possible and this is how I will present my valuation. Both scenarios will assume that the high growth phase for Disney+ continues for at least the next five years and then begins to fade for the next five years. Each scenario will also assume that the number of subscribers begins at 154 million with $7,392 million in revenue based on $4 monthly ARPU and margins will begin at 34%. I have calculated Disney's overall cost of capital to be about 9.5% and this will be used in both scenarios.</p>\n<p><b>Scenario 1:</b></p>\n<p>In this scenario Disney+ will continue to grow at a high rate even after the first 5 years, although this pace will be slower than the first five years. The competition has a hard time keeping up and as such there is low churn and the platform has great sticking power, ARPU will continue to rise at a moderately high rate until it reaches about $16. As growth begins to slow, Disney will pull back on the growth marketing spend and transition to a more moderate amount of marketing to replace churn which will raise margins.</p>\n<p><img src=\"https://static.tigerbbs.com/f32924a0a6e113ef9d89fac4143d4b14\" tg-width=\"640\" tg-height=\"83\"><img src=\"https://static.tigerbbs.com/1dba93c03f1d4a4e745021aa3b1cc220\" tg-width=\"815\" tg-height=\"317\"></p>\n<p><b>Scenario 2:</b></p>\n<p>In this scenario, Disney+ growth in the first five years is slower than expected. The goal of between 230 to 240 takes a couple more years to achieve than expected and due to this lower growth ARPU does not rise nearly as fast in order to reduce churn and keep the value proposition intact. Margins will start to lower as more money is being spent to attract new subscribers and make more content. Disney+ in this instance faces more competition from other services and has to create more content which would result in some of this content being a flop.</p>\n<p><img src=\"https://static.tigerbbs.com/0aaed5ea9a63f499ddcb441b68b45994\" tg-width=\"640\" tg-height=\"82\"><img src=\"https://static.tigerbbs.com/72734aac549e172bfe59a411dcaeb81e\" tg-width=\"818\" tg-height=\"320\"></p>\n<p><b>Final Thoughts</b></p>\n<p>Based on both of my scenarios, the value of Disney+ has quite a large range. The potential for Disney+ landed in between $148 and $36 per share of added value. If you take the midpoint of these two extremes, you would land around $92 a share of added value. I will note the one item I did not include was what taxes will be in the future. I didn't model this just due to the uncertainties around future taxes and the fact that Disney may have incurred net operating losses due to the COVID-19 pandemic. Overall, this has been a helpful exercise in trying to determine what I should do going forward.</p>\n<p>With the majority of the stock price movement being attributed to Disney+, it looks like there may be justification to today's current price. That being said, the stock may be close to fully priced, especially given the current state of the rest of Disney's operating segments, most notably the Parks and Experiences segments. When I initially invested in Disney, the plan was to hold onto this stock forever, but the current valuation of Disney+ is certainly given me pause and I will need to rethink whether I should sell and move on to other opportunities. I still believe this is a great company with a long runway, but with the words of Warren Buffett in my ear, \"Price is what you pay, value is what you get\".</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>Disney: What Is Disney+ Really Worth To Shareholders</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\">\nDisney: What Is Disney+ Really Worth To Shareholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-15 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4413801-what-is-disney-plus-really-worth-to-shareholders><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIn the past 16 months, Disney+ has gained 100 million subscribers.\nThe market has generally viewed Disney+ as a major needle mover for the company overall.\nMy goal is to find out how much ...</p>\n\n<a href=\"https://seekingalpha.com/article/4413801-what-is-disney-plus-really-worth-to-shareholders\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4413801-what-is-disney-plus-really-worth-to-shareholders","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1141300773","content_text":"Summary\n\nIn the past 16 months, Disney+ has gained 100 million subscribers.\nThe market has generally viewed Disney+ as a major needle mover for the company overall.\nMy goal is to find out how much value can Disney+ add for current shareholders.\n\nIntroduction\nDisney+ has been a major catalyst for The Walt Disney Company (DIS) since it was first announced in April of 2019. The company was clearly making a strong pitch for getting content directly to consumers through the use of streaming services. Ever since the company had acquired Bamtech in 2017, the plan was clearly to leverage this technology to change the way consumers view their content. With a huge library of content already available to the company, the only obstacle was getting the content distributed.\nSource: Company\nI have a been a shareholder since the middle of 2018 and have a cost basis of $100 per share and my question is how much value is Disney+ actually adding? I am at a point of trying to figure out if the excitement around Disney+ and its incredible subscriber growth is worth the premium that the stock is currently trading at. For me, the idea of locking in a 100% return in three years would be great as this is one of the first stocks I invested in. What I want to do is try to look at Disney+ on its own and see what value I can come up for the service to see if I should continue to hold the stock long term or if I should lock in my gains and move on to other opportunities. As a disclaimer, this is purely my valuation and where I see the service going. As such, your valuation will probably differ depending on how you view a few of the assumptions I had to make. Unfortunately, the company does not break out the operating cost of Disney+, but there are some clues as to what the operating margins are, and as such, I will be pulling together what I believe are the operating margins for the service.\nWhat Are The Costs Of Disney+?\nThe first thing I needed to find out was what were the operating expenses for Disney+? In Disney's most recent 10-Q, they do break out what the cost are for their DTC (Direct-to-Consumer) segment, but while this includes Disney+ expenses, it also includes the expenses of ESPN+ and Hulu. So, in going through the line items of the expense side of the income statement and deciphering the footnotes, we can come to a reasonable operating income for Disney+. If you see below, the DTC segment is still operating at a loss, but these losses are starting to deteriorate and may soon become a profitable segment for Disney in the near future.\n(Source: Disney 2021 Q1 10-Q)\nYou can see for the quarter, the overall operating expenses come in at $2,921 million, SG&A at $970 million and Depreciation and amortization at $79 million. From here, we will have to go the footnotes in order to see if we can extrapolate Disney+'s overall operating cost.\n(Source: Disney 2021 Q1 10-Q)\nWe can see that in December of 2019, overall expenses here were $2,343 billion and in January of 2021, expenses were $2,921 million. This can be a good starting point and offer an idea of what it cost per quarter to run Disney+. This of course is an approximation because Disney+ was launched in November of 2019, so our base quarter does have some of those expenses rolled into it, but I believe it is minimal due to the fact that there is only one month of data rolled into these expenses. I should note that some of these expense increases were due to Disney's 67% ownership in Hulu and as such most likely did contribute as well to the overall operating expenses. Since we don't really know for sure what the split is between Hulu and Disney+, we will assume that all of the increase was due to Disney+ (call it a margin of safety if you will). So, given that fact we can assume that per quarter it cost about $578 million or $2,312 million a year for operating expenses. For SG&A, it looks like we can safely assume about a $238 million per quarter increase attributable solely to marketing for Disney+, which works out to be about $952 million for the year. Depreciation and amortization is also tied almost directly to Disney+ at about $19 million per quarter of, $76 million for the year. You can see below that the total expenses for running Disney plus come out to be about $3,186 million per year.\n\nWhat Will Revenues Be?\nThis is where we have to make our biggest assumptions on what revenues will look like for Disney+. The growth in subscribers has even surprised Disney executives, with over 50% of subscribers being households without kids,making the value appeal for subscribers even broader. As of March 9th of 2021, total subscribers for the service topped 100 million, which blew past Disney's initial estimates and they have now revised their estimates to reflect between 230 and 260 million subscribers by 2024. While it will be hard to tell how realistic this goal is, the service certainly has the momentum to justify the overall growth given the potential international reach. What will be interesting to watch for is the average revenue per user (ARPU) and how that will grow as time goes on. You can see that so far for Disney+, ARPU has declined from about $5.56 to $4.03. According to the most recent 10-Q, the decline is attributable to the launch of Disney+ Hotstar service launched in India and Indonesia.\n(Source: Disney 2021 Q1 10-Q)\nAs it stands with 100 million subscribers and an ARPU of $4.03, revenues so far would fall at $403 million per month or $4,836 million per year. If we assume that for this year that subscribers will grow about 6 million per month for the next nine months and an ARPU of $4 for the year we would come to 154 million subscribers and $7,392 million in revenue which we will us for our base case in our valuation of Disney+.\n\nValuing Disney+\nOne of the biggest challenges with valuation is making the assumptions in growth over a long period of time. My usual method for valuing any business is by taking a range of values of using a couple of scenarios that I believe are possible and this is how I will present my valuation. Both scenarios will assume that the high growth phase for Disney+ continues for at least the next five years and then begins to fade for the next five years. Each scenario will also assume that the number of subscribers begins at 154 million with $7,392 million in revenue based on $4 monthly ARPU and margins will begin at 34%. I have calculated Disney's overall cost of capital to be about 9.5% and this will be used in both scenarios.\nScenario 1:\nIn this scenario Disney+ will continue to grow at a high rate even after the first 5 years, although this pace will be slower than the first five years. The competition has a hard time keeping up and as such there is low churn and the platform has great sticking power, ARPU will continue to rise at a moderately high rate until it reaches about $16. As growth begins to slow, Disney will pull back on the growth marketing spend and transition to a more moderate amount of marketing to replace churn which will raise margins.\n\nScenario 2:\nIn this scenario, Disney+ growth in the first five years is slower than expected. The goal of between 230 to 240 takes a couple more years to achieve than expected and due to this lower growth ARPU does not rise nearly as fast in order to reduce churn and keep the value proposition intact. Margins will start to lower as more money is being spent to attract new subscribers and make more content. Disney+ in this instance faces more competition from other services and has to create more content which would result in some of this content being a flop.\n\nFinal Thoughts\nBased on both of my scenarios, the value of Disney+ has quite a large range. The potential for Disney+ landed in between $148 and $36 per share of added value. If you take the midpoint of these two extremes, you would land around $92 a share of added value. I will note the one item I did not include was what taxes will be in the future. I didn't model this just due to the uncertainties around future taxes and the fact that Disney may have incurred net operating losses due to the COVID-19 pandemic. Overall, this has been a helpful exercise in trying to determine what I should do going forward.\nWith the majority of the stock price movement being attributed to Disney+, it looks like there may be justification to today's current price. That being said, the stock may be close to fully priced, especially given the current state of the rest of Disney's operating segments, most notably the Parks and Experiences segments. When I initially invested in Disney, the plan was to hold onto this stock forever, but the current valuation of Disney+ is certainly given me pause and I will need to rethink whether I should sell and move on to other opportunities. I still believe this is a great company with a long runway, but with the words of Warren Buffett in my ear, \"Price is what you pay, value is what you get\".","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324199589,"gmtCreate":1615971327341,"gmtModify":1703495693499,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ONTX\">$Onconova Therapeutics(ONTX)$</a>Up up up..💪🏻💪🏻💪🏻","listText":"<a href=\"https://laohu8.com/S/ONTX\">$Onconova Therapeutics(ONTX)$</a>Up up up..💪🏻💪🏻💪🏻","text":"$Onconova Therapeutics(ONTX)$Up up up..💪🏻💪🏻💪🏻","images":[{"img":"https://static.tigerbbs.com/6a249c7346161253d375a3fed7c42420","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324199589","isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":326433772,"gmtCreate":1615694719696,"gmtModify":1703492161646,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VCNX\">$Vaccinex Inc.(VCNX)$</a>Hopefully a bullish start for next monday.. 💪🏻💪🏻","listText":"<a href=\"https://laohu8.com/S/VCNX\">$Vaccinex Inc.(VCNX)$</a>Hopefully a bullish start for next monday.. 💪🏻💪🏻","text":"$Vaccinex Inc.(VCNX)$Hopefully a bullish start for next monday.. 💪🏻💪🏻","images":[{"img":"https://static.tigerbbs.com/8611344ce0f7b4ec51ca679af805978f","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326433772","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":326433959,"gmtCreate":1615694636071,"gmtModify":1703492160271,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Wow..&nbsp;","listText":"Wow..&nbsp;","text":"Wow..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326433959","repostId":"1100027772","repostType":4,"repost":{"id":"1100027772","pubTimestamp":1615559187,"share":"https://www.laohu8.com/m/news/1100027772?lang=&edition=full","pubTime":"2021-03-12 22:26","market":"us","language":"en","title":"Google Faces ‘Very Large’ EU Advertising Probe, Vestager Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1100027772","media":"Bloomberg","summary":"Technology still a high priority as Covid forces people online\nRegulators started looking at Google’","content":"<ul>\n <li>Technology still a high priority as Covid forces people online</li>\n <li>Regulators started looking at Google’s data practices in 2019</li>\n</ul>\n<p>European Union Competition Commissioner Margrethe Vestager said Google faces a “very large investigation” into its advertising business, adding a new front to a decade-long antitrust battle.</p>\n<p>Technology “is really a high priority for us because what has happened over these last 12 months has changed a lot of habits,” Vestager told an online event Friday.</p>\n<p>Vestager’s investigation into the “Google ads ecosystem” is one of series of tech probes she cited, including investigations into&nbsp;Apple Inc.’s app store and payment system,Facebook Inc.’s marketplace and data. Her most advanced investigation into&nbsp;Amazon.com Inc.&nbsp;focuses on how its control of seller data may be “dramatically reducing the risks of Amazon retail compared to the risk” run by traders on the platform.</p>\n<p>Regulators&nbsp;gathered&nbsp;information in January on Google’s practices in the “advertising technology value chain” according to questionnaires sent to publishers and ad firms. The EU has been examining Google’s data practices since 2019 and has widened the scope to look at Google’s plans to phase out third-party cookies, which the U.K.’s antitrust authority isinvestigatingamid complaints from publishers.</p>\n<p>“We will use every tool that we have to the fullest” with antitrust action necessary “to make sure that the marketplace is fair,” Vestager said on the event organized by the European retailers’ association, EuroCommerce.</p>\n<p>Google didn’t immediately respond to a request for comment on Vestager’s remarks.</p>\n<p>Vestager previously said she’s taking a&nbsp;keen interest&nbsp;in Google’s advertising business in order to “fully understand” it and respond to people who “are uncomfortable as to how it works.” She said in January she didn’t know if regulators would open a formal probe to scrutinize the issues more deeply.</p>\n<p>The Dane has already fined Google more than $9 billion euros after three earlier antitrust investigations found the company breached the law over its shopping service, Android mobile phone operating system and advertising business. Regulators have also looked at the company’s travel and local search services.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Faces ‘Very Large’ EU Advertising Probe, Vestager Says</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\">\nGoogle Faces ‘Very Large’ EU Advertising Probe, Vestager Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 22:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-03-12/google-faces-very-large-eu-advertising-probe-vestager-says?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology still a high priority as Covid forces people online\nRegulators started looking at Google’s data practices in 2019\n\nEuropean Union Competition Commissioner Margrethe Vestager said Google ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-03-12/google-faces-very-large-eu-advertising-probe-vestager-says?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.bloomberg.com/news/articles/2021-03-12/google-faces-very-large-eu-advertising-probe-vestager-says?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100027772","content_text":"Technology still a high priority as Covid forces people online\nRegulators started looking at Google’s data practices in 2019\n\nEuropean Union Competition Commissioner Margrethe Vestager said Google faces a “very large investigation” into its advertising business, adding a new front to a decade-long antitrust battle.\nTechnology “is really a high priority for us because what has happened over these last 12 months has changed a lot of habits,” Vestager told an online event Friday.\nVestager’s investigation into the “Google ads ecosystem” is one of series of tech probes she cited, including investigations into Apple Inc.’s app store and payment system,Facebook Inc.’s marketplace and data. Her most advanced investigation into Amazon.com Inc. focuses on how its control of seller data may be “dramatically reducing the risks of Amazon retail compared to the risk” run by traders on the platform.\nRegulators gathered information in January on Google’s practices in the “advertising technology value chain” according to questionnaires sent to publishers and ad firms. The EU has been examining Google’s data practices since 2019 and has widened the scope to look at Google’s plans to phase out third-party cookies, which the U.K.’s antitrust authority isinvestigatingamid complaints from publishers.\n“We will use every tool that we have to the fullest” with antitrust action necessary “to make sure that the marketplace is fair,” Vestager said on the event organized by the European retailers’ association, EuroCommerce.\nGoogle didn’t immediately respond to a request for comment on Vestager’s remarks.\nVestager previously said she’s taking a keen interest in Google’s advertising business in order to “fully understand” it and respond to people who “are uncomfortable as to how it works.” She said in January she didn’t know if regulators would open a formal probe to scrutinize the issues more deeply.\nThe Dane has already fined Google more than $9 billion euros after three earlier antitrust investigations found the company breached the law over its shopping service, Android mobile phone operating system and advertising business. Regulators have also looked at the company’s travel and local search services.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363751559,"gmtCreate":1614175349671,"gmtModify":1634550872151,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Thx!&nbsp;","listText":"Thx!&nbsp;","text":"Thx!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363751559","repostId":"1138795890","repostType":4,"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182630719,"gmtCreate":1623567124831,"gmtModify":1634031567815,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Great article. Please share!&nbsp;","listText":"Great article. Please share!&nbsp;","text":"Great article. Please share!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182630719","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1631884627596,"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":"【老虎7周年】集卡瓜分百万奖金","htmlText":"老虎7周年给大家发福利了，集齐TIGER五个字母即有机会瓜分百万奖金，你准备好了吗？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可参与活动</a> &#x1;如何参与？ 用户可通过完成活动页面展示的当日任务列表来获得字母卡，每完成一个任务即可随机获得一个字母，用户集齐“TIGER”五个字母即可参与瓜分百万股票代金券，每个用户单日最多可获得20张字母卡（不包括好友赠予和魔法卡）。 用户在活动期间邀请累计7名好友完成注册并开户（注册时间和开户时间均在活动期间），即可获得一张魔法卡（每人仅可获得一张魔法卡）。魔法卡可用于兑换TIGER中的任意一个字母。&#x1;如果用户的某一字母卡数量为0，则字母卡为灰色，用户可通过点击灰色的字母卡向好友索要卡片；如果用户的字母卡数量大于0，则字母卡为彩色，用户可通过点击彩色的字母卡向好友赠送卡片。当用户集齐TIGER之后将无法再索要卡片或者赠送卡片。 &#x1; &#x1;如何获得奖励？ 用户可在2021年7月1日至2021年7月2日期间进行开奖，所有集齐TIGER的客户可点击活动页面的“开奖”按钮，即可查看自己瓜分到的股票代金券奖励。在开奖时间段内未点击开奖的用户将无法获得奖励。&#x1; 奖励发放： 股票代金券将在开奖后的1个工作日内发放至用户的奖励中心，用户需要在奖励发放后的20天内前往【Tiger Trade APP &gt; 我的 &gt; 活动奖励】领取，过期未领取的奖励将自动失效。 重要提示： 本次7周年活动涉及不同国家和地区，由于各地区的监管要求不同，不同地区的活动奖励会有所区别。欲知详情，请点击下方活动链接，登陆您的账号，并点击“活动规则“查看详情。","listText":"老虎7周年给大家发福利了，集齐TIGER五个字母即有机会瓜分百万奖金，你准备好了吗？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可参与活动</a> &#x1;如何参与？ 用户可通过完成活动页面展示的当日任务列表来获得字母卡，每完成一个任务即可随机获得一个字母，用户集齐“TIGER”五个字母即可参与瓜分百万股票代金券，每个用户单日最多可获得20张字母卡（不包括好友赠予和魔法卡）。 用户在活动期间邀请累计7名好友完成注册并开户（注册时间和开户时间均在活动期间），即可获得一张魔法卡（每人仅可获得一张魔法卡）。魔法卡可用于兑换TIGER中的任意一个字母。&#x1;如果用户的某一字母卡数量为0，则字母卡为灰色，用户可通过点击灰色的字母卡向好友索要卡片；如果用户的字母卡数量大于0，则字母卡为彩色，用户可通过点击彩色的字母卡向好友赠送卡片。当用户集齐TIGER之后将无法再索要卡片或者赠送卡片。 &#x1; &#x1;如何获得奖励？ 用户可在2021年7月1日至2021年7月2日期间进行开奖，所有集齐TIGER的客户可点击活动页面的“开奖”按钮，即可查看自己瓜分到的股票代金券奖励。在开奖时间段内未点击开奖的用户将无法获得奖励。&#x1; 奖励发放： 股票代金券将在开奖后的1个工作日内发放至用户的奖励中心，用户需要在奖励发放后的20天内前往【Tiger Trade APP &gt; 我的 &gt; 活动奖励】领取，过期未领取的奖励将自动失效。 重要提示： 本次7周年活动涉及不同国家和地区，由于各地区的监管要求不同，不同地区的活动奖励会有所区别。欲知详情，请点击下方活动链接，登陆您的账号，并点击“活动规则“查看详情。","text":"老虎7周年给大家发福利了，集齐TIGER五个字母即有机会瓜分百万奖金，你准备好了吗？ 戳我即可参与活动 \u0001如何参与？ 用户可通过完成活动页面展示的当日任务列表来获得字母卡，每完成一个任务即可随机获得一个字母，用户集齐“TIGER”五个字母即可参与瓜分百万股票代金券，每个用户单日最多可获得20张字母卡（不包括好友赠予和魔法卡）。 用户在活动期间邀请累计7名好友完成注册并开户（注册时间和开户时间均在活动期间），即可获得一张魔法卡（每人仅可获得一张魔法卡）。魔法卡可用于兑换TIGER中的任意一个字母。\u0001如果用户的某一字母卡数量为0，则字母卡为灰色，用户可通过点击灰色的字母卡向好友索要卡片；如果用户的字母卡数量大于0，则字母卡为彩色，用户可通过点击彩色的字母卡向好友赠送卡片。当用户集齐TIGER之后将无法再索要卡片或者赠送卡片。 \u0001 \u0001如何获得奖励？ 用户可在2021年7月1日至2021年7月2日期间进行开奖，所有集齐TIGER的客户可点击活动页面的“开奖”按钮，即可查看自己瓜分到的股票代金券奖励。在开奖时间段内未点击开奖的用户将无法获得奖励。\u0001 奖励发放： 股票代金券将在开奖后的1个工作日内发放至用户的奖励中心，用户需要在奖励发放后的20天内前往【Tiger Trade APP > 我的 > 活动奖励】领取，过期未领取的奖励将自动失效。 重要提示： 本次7周年活动涉及不同国家和地区，由于各地区的监管要求不同，不同地区的活动奖励会有所区别。欲知详情，请点击下方活动链接，登陆您的账号，并点击“活动规则“查看详情。","images":[{"img":"https://static.tigerbbs.com/ab28db31a19b458d604a8bf02becddd3","width":"415","height":"125"},{"img":"https://static.tigerbbs.com/5227ebb594fe55b532c840acef147d7b","width":"415","height":"495"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354225411,"gmtCreate":1617180824333,"gmtModify":1634522232149,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"will it soar for 2nd consecutive&nbsp;day?&nbsp;","listText":"will it soar for 2nd consecutive&nbsp;day?&nbsp;","text":"will it soar for 2nd consecutive day?","images":[{"img":"https://static.tigerbbs.com/1cdc7c7fc59e37e45c65187681dcc1b1","width":"1125","height":"3527"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354225411","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356422180,"gmtCreate":1616808929140,"gmtModify":1634523899852,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"Is time to go for it?&nbsp;","listText":"Is time to go for it?&nbsp;","text":"Is time to go for it?","images":[{"img":"https://static.tigerbbs.com/6ef30276c2820f4d8798432859ee68df","width":"1125","height":"2995"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356422180","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":322405985,"gmtCreate":1615818951947,"gmtModify":1703493563977,"author":{"id":"3573778888485253","authorId":"3573778888485253","name":"Dominicstock","avatar":"https://static.tigerbbs.com/4235ef2bff30bfc26f0060c8917afcc7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573778888485253","authorIdStr":"3573778888485253"},"themes":[],"htmlText":"U sure is panic selling?&nbsp;","listText":"U sure is panic selling?&nbsp;","text":"U sure is panic selling?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322405985","repostId":"2119232912","repostType":4,"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}