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2021-03-25

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2021-06-27

Agree

Amazon: Good Stock, Not Good Price

2021-04-22

$Viacom CBS(VIAC)$going up

2021-06-27

Wow

Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.

2021-06-23

Hold on pltr

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2021-06-26

Hm

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2021-03-27

Think this is good

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2021-04-13

$Palantir Technologies Inc.(PLTR)$Holding

2021-04-12

$Palantir Technologies Inc.(PLTR)$🚀🚀🚀

2021-03-25

[得意]

S&P 500 falls for a third straight day amid more weakness in tech shares, Powell comments

2021-03-25

[微笑]

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2021-04-20

In it long term 🤟

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2021-04-20

$Palantir Technologies Inc.(PLTR)$Hold strong, short attack on retail traders

2021-03-27

$Palantir Technologies Inc.(PLTR)$[财迷]

2021-02-20

[开心] [开心] [财迷] [财迷]

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This is consistent with some of the other mega-cap stocks I've analyzed.</li>\n <li>This article looks at what Amazon stock is most likely worth for us investors.</li>\n <li>I hope you enjoy.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/451bc93115fb453c0fcb76434c40f7f4\" tg-width=\"1536\" tg-height=\"1024\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p>\n<p>Today, Amazon (AMZN) seems to be a little overpriced based on my intrinsic value model.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a82d937a2de3f0709088e1ab4548267b\" tg-width=\"371\" tg-height=\"260\"><span>Source: Author</span></p>\n<p>You might have seen some of my other articles where I've bashed other popular stocks like Apple (AAPL) or Microsoft (MSFT). Well, I guess today it's Amazon's turn. I just try to share what I think companies are worth, and I've found that a lot of companies seem to be overpriced.</p>\n<p>In this article, I'll break down how I came up with Amazon's valuation. I know that there's tons of different opinions out there about Amazon, so I'll try to share the reasoning behind my valuation to help you make better investments in the future.</p>\n<p>Something important you should know - I'm not an expert on Amazon, and I have a really difficult time valuing growth stocks. I really doubt that I have the ability to estimate a company's future growth. I made future growth estimates by looking at past growth and making conservative estimates of the future.</p>\n<p>This method borders on \"data extrapolation\", which is making assumptions based on past data. Data extrapolation isn't great because the future is different from the past - so making future projections based on past data isn't ideal.</p>\n<p>But after valuing hundreds of companies, I've found that this kind of style does a good job of getting the valuation approximately right. I always try to set my valuations low, because it's better to buy low and make a killing than buy high and lose money.</p>\n<blockquote>\n Warren Buffett said, “The three most important words in investing are\n <b>margin of safety</b>.” That means to buy stuff on sale... That's the whole secret to great investing.\n</blockquote>\n<blockquote>\n Rule 1 Investing\n</blockquote>\n<p>This model is built on getting the valuation \"approximately right,\" and looking to buy with a large margin of safety. I hope you enjoy, and as always, I'll try to keep it clean and common sense.</p>\n<p><b>Business Model</b></p>\n<p>Where does Amazon get its money? Amazon is split into 3 segments: North America, International, and AWS.</p>\n<p>As a market leader in 2 high growth industries (E-commerce and cloud computing), Amazon will probably continue to see high growth in the future. In this section, I looked at the past revenue growth and operating margins for each of Amazon's segments, and I used this to make conservative future projections.</p>\n<p>And later, I added up the numbers from each segment to make projections for the whole company. Here's a look at AMZN's North America segment. This segment's revenue comes from retail sales and subscription service revenues.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce022c0ecacc3829cf83378211bbfd9d\" tg-width=\"640\" tg-height=\"192\"><span>Source: Author with data from 2018 10-K,2019 10-K, and 2020 10-K</span></p>\n<p>I projected declining revenue growth and strong operating margins for this segment. I projected slower revenue growth, because I figure there has to be a cap on how much money Amazon can make in North America.</p>\n<p>Hopefully, Amazon will exceed this revenue growth. But, I do think it would be a pretty incredible feat for Amazon to grow from $200B in revenue to $400B in 5 years.</p>\n<p>Here's a look at Amazon's International segment:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3d7a5bde370f55e863f58c888abc496\" tg-width=\"640\" tg-height=\"219\"><span>Source: Author with data from 2018 10-K,2019 10-K, and 2020 10-K</span></p>\n<p>For Amazon's international segment, I projected 20% annual revenue growth, and improving operating margins. I figured that operating margins would gradually improve until the margins reached a similar point to what Amazon sees in its US segment.</p>\n<p>And for Amazon's last and most exciting segment, here's AWS:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/769700013871f2cd09e8ce47cfb10966\" tg-width=\"640\" tg-height=\"203\"><span>Source: Author</span></p>\n<p>AWS is undoubtedly going to bring high growth for Amazon, and high profits. I projected that the AWS segment will probably continue to grow at a high rate. I projected a 25-30% annual revenue growth rate because cloud computing has a lot of room to grow, and according to Research and Markets, the cloud computing industry should grow at about&nbsp;17.5% CAGR&nbsp;until 2025.</p>\n<p>Additionally, I projected 28% operating margins, because the AWS business benefits from operating leverage. As more people use the software, the company is able to make higher margins as it spreads costs over more people. It's possible that Amazon could exceed 28% operating margins, so there might be upside to Amazon's fair value.</p>\n<p>These projections were added together to help us figure out what the entire company should be worth.</p>\n<p><b>Capital Allocation</b></p>\n<p>How does Amazon spend its money? You might find it interesting to analyze Amazon's capital allocation, so you can see what Amazon does with its money, and where it might be investing for the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45f5afa0f641ee1aae39aa69cc150165\" tg-width=\"619\" tg-height=\"499\"><span>Source: Author</span></p>\n<p>The biggest portion of Amazon's operating cash flows goes towards capital expenditures. From what I can tell, Amazon has not had any share activity over the past 5 years. The company has issued shares - but from the looks of the cash flow statement, it looks like they haven't raised any money from selling shares, and they haven't spent any money buying back shares.</p>\n<blockquote>\n In February 2016, the Board of Directors authorized a program to repurchase up to $5.0 billion of our common stock, with no fixed expiration.\n <i>There were no repurchases of common stock in 2018, 2019, or 2020.</i>\n</blockquote>\n<blockquote>\n Source:2020 10-K&nbsp;page 60,\n <i>emphasis added</i>\n</blockquote>\n<p>But for our purposes, this quote shows that Amazon hasn't bought back any stock over the past 3 years. They also haven't spent any money on dividends, which is good because they're a high growth company.</p>\n<p>Amazon has consistently spent money on acquisitions and paying down debt. What's really interesting is that Amazon has built up a lot of spare cash over the past 5 years. Their cash position has risen about $58B since 2016, going from about $26B at the end of 2016 to about $84B at the end of 2020.</p>\n<p>Amazon has a lot more cash than they used to, so we could see future spending go towards a dividend, share buybacks, new acquisitions, or maybe more business investments that will lead to growth.</p>\n<p><b>Valuation</b></p>\n<p>First, I used a discount rate of 7.7% for Amazon because that's what I found the company's weighted average cost of capital, or WACC, to be. I assumed an 8% cost of equity, and Amazon has averaged somewhere around a 20-30% tax rate over the past 10 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c036264f19bb10fdad477a629b40f803\" tg-width=\"361\" tg-height=\"288\"><span>Source: Author</span></p>\n<p>I used a DCF model to find Amazon's value today. In the model down below, you can see in the top 2 red boxes that I projected that the company would have lower revenue growth and strong operating margins.</p>\n<p>This model projects that Amazon will have over $850B in revenue by 2025. That's absolutely nuts if you think about it, but based on estimated revenue growth, it seems feasible.</p>\n<p>Right now, Walmart(NYSE:WMT)leads the world in revenue with about $550B. Amazon sits in third place for annual revenue, with about $390B. In 5 years, Amazon could easily have the largest revenue of any company in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95c459abcbda43e35b40379a1083ecae\" tg-width=\"640\" tg-height=\"510\"><span>Source: Author</span></p>\n<p>Down at the bottom of this model, you can see there's a red box that projects unlevered FCF margins. This basically measures how much of the company's revenue will become business profits, without including interest or debt payments. In the turquoise box, I applied the discount rate to see what the future cash flows are worth today.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3fa0846616fdc847a3fe1fdf7a09bed\" tg-width=\"267\" tg-height=\"404\"><span>Source: Author</span></p>\n<p>Today, it looks like Amazon is slightly overvalued. The model projects that the stock might be about 15% overvalued, and we could expect to make about 5% annual returns over the next 5 years if we invested today.</p>\n<p>These estimations are based on the future cash flows that the business should generate. I don't hate Amazon or anything, I just don't think that Amazon stock would make a great investment at current prices.</p>\n<p>Down at the bottom, I threw in 2 \"Buy Prices\" where Amazon stock might be more appealing. The idea behind this is that the cheaper AMZN stock gets, the higher returns we can expect.</p>\n<p>The model projects that you'd make around 15% annual returns at $2,200 per share, and you might make around 22% annual returns at $1,700 per share.</p>\n<p>\"But doesn't it seem unreasonable to set the buy price in the $2,000s when the stock's trading near $3,500?\" It does a little bit. It seems pretty unlikely that Amazon's share price will nose dive right down past $2,000.</p>\n<p>But the idea is, if we're patient, we might get an opportunity to buy these shares underpriced. Last February, Amazon traded lower than $1,900 (I wish I bought some back then). We'll probably have opportunities in the future to buy Amazon at a discount.</p>\n<p><b>Recap</b></p>\n<p>Today, it seems like Amazon is slightly overvalued, because it seems to offer about 5% annual returns over the next 5 years. That doesn't mean you should sell Amazon if you're a long time holder, because Amazon should continue to do well as a leader in E-commerce and cloud computing.</p>\n<p>But if you're looking for your next stock to invest in, Amazon seems to be too expensive right now. And if you've been eyeing Amazon for a while and you're looking to get in, now's not the best time to get into Amazon.</p>\n<p>Even if we don't invest in the stock, we can still watch Amazon as they become the company with the most revenue in the world. And there's a lot we can learn from studying Amazon and Jeff Bezos. He's a smart dude.</p>\n<p>Thank you very much for reading, and I hope that you have a great rest of your day.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: Good Stock, Not Good Price</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: Good Stock, Not Good Price\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436641-amazon-good-stock-not-good-price><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAmazon is one of the most innovative companies in the world today, leading the E-commerce industry and cloud computing services.\nUnfortunately, it's a little overpriced. This is consistent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436641-amazon-good-stock-not-good-price\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4436641-amazon-good-stock-not-good-price","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184001921","content_text":"Summary\n\nAmazon is one of the most innovative companies in the world today, leading the E-commerce industry and cloud computing services.\nUnfortunately, it's a little overpriced. This is consistent with some of the other mega-cap stocks I've analyzed.\nThis article looks at what Amazon stock is most likely worth for us investors.\nI hope you enjoy.\n\nSundry Photography/iStock Editorial via Getty Images\nToday, Amazon (AMZN) seems to be a little overpriced based on my intrinsic value model.\nSource: Author\nYou might have seen some of my other articles where I've bashed other popular stocks like Apple (AAPL) or Microsoft (MSFT). Well, I guess today it's Amazon's turn. I just try to share what I think companies are worth, and I've found that a lot of companies seem to be overpriced.\nIn this article, I'll break down how I came up with Amazon's valuation. I know that there's tons of different opinions out there about Amazon, so I'll try to share the reasoning behind my valuation to help you make better investments in the future.\nSomething important you should know - I'm not an expert on Amazon, and I have a really difficult time valuing growth stocks. I really doubt that I have the ability to estimate a company's future growth. I made future growth estimates by looking at past growth and making conservative estimates of the future.\nThis method borders on \"data extrapolation\", which is making assumptions based on past data. Data extrapolation isn't great because the future is different from the past - so making future projections based on past data isn't ideal.\nBut after valuing hundreds of companies, I've found that this kind of style does a good job of getting the valuation approximately right. I always try to set my valuations low, because it's better to buy low and make a killing than buy high and lose money.\n\n Warren Buffett said, “The three most important words in investing are\n margin of safety.” That means to buy stuff on sale... That's the whole secret to great investing.\n\n\n Rule 1 Investing\n\nThis model is built on getting the valuation \"approximately right,\" and looking to buy with a large margin of safety. I hope you enjoy, and as always, I'll try to keep it clean and common sense.\nBusiness Model\nWhere does Amazon get its money? Amazon is split into 3 segments: North America, International, and AWS.\nAs a market leader in 2 high growth industries (E-commerce and cloud computing), Amazon will probably continue to see high growth in the future. In this section, I looked at the past revenue growth and operating margins for each of Amazon's segments, and I used this to make conservative future projections.\nAnd later, I added up the numbers from each segment to make projections for the whole company. Here's a look at AMZN's North America segment. This segment's revenue comes from retail sales and subscription service revenues.\nSource: Author with data from 2018 10-K,2019 10-K, and 2020 10-K\nI projected declining revenue growth and strong operating margins for this segment. I projected slower revenue growth, because I figure there has to be a cap on how much money Amazon can make in North America.\nHopefully, Amazon will exceed this revenue growth. But, I do think it would be a pretty incredible feat for Amazon to grow from $200B in revenue to $400B in 5 years.\nHere's a look at Amazon's International segment:\nSource: Author with data from 2018 10-K,2019 10-K, and 2020 10-K\nFor Amazon's international segment, I projected 20% annual revenue growth, and improving operating margins. I figured that operating margins would gradually improve until the margins reached a similar point to what Amazon sees in its US segment.\nAnd for Amazon's last and most exciting segment, here's AWS:\nSource: Author\nAWS is undoubtedly going to bring high growth for Amazon, and high profits. I projected that the AWS segment will probably continue to grow at a high rate. I projected a 25-30% annual revenue growth rate because cloud computing has a lot of room to grow, and according to Research and Markets, the cloud computing industry should grow at about 17.5% CAGR until 2025.\nAdditionally, I projected 28% operating margins, because the AWS business benefits from operating leverage. As more people use the software, the company is able to make higher margins as it spreads costs over more people. It's possible that Amazon could exceed 28% operating margins, so there might be upside to Amazon's fair value.\nThese projections were added together to help us figure out what the entire company should be worth.\nCapital Allocation\nHow does Amazon spend its money? You might find it interesting to analyze Amazon's capital allocation, so you can see what Amazon does with its money, and where it might be investing for the future.\nSource: Author\nThe biggest portion of Amazon's operating cash flows goes towards capital expenditures. From what I can tell, Amazon has not had any share activity over the past 5 years. The company has issued shares - but from the looks of the cash flow statement, it looks like they haven't raised any money from selling shares, and they haven't spent any money buying back shares.\n\n In February 2016, the Board of Directors authorized a program to repurchase up to $5.0 billion of our common stock, with no fixed expiration.\n There were no repurchases of common stock in 2018, 2019, or 2020.\n\n\n Source:2020 10-K page 60,\n emphasis added\n\nBut for our purposes, this quote shows that Amazon hasn't bought back any stock over the past 3 years. They also haven't spent any money on dividends, which is good because they're a high growth company.\nAmazon has consistently spent money on acquisitions and paying down debt. What's really interesting is that Amazon has built up a lot of spare cash over the past 5 years. Their cash position has risen about $58B since 2016, going from about $26B at the end of 2016 to about $84B at the end of 2020.\nAmazon has a lot more cash than they used to, so we could see future spending go towards a dividend, share buybacks, new acquisitions, or maybe more business investments that will lead to growth.\nValuation\nFirst, I used a discount rate of 7.7% for Amazon because that's what I found the company's weighted average cost of capital, or WACC, to be. I assumed an 8% cost of equity, and Amazon has averaged somewhere around a 20-30% tax rate over the past 10 years.\nSource: Author\nI used a DCF model to find Amazon's value today. In the model down below, you can see in the top 2 red boxes that I projected that the company would have lower revenue growth and strong operating margins.\nThis model projects that Amazon will have over $850B in revenue by 2025. That's absolutely nuts if you think about it, but based on estimated revenue growth, it seems feasible.\nRight now, Walmart(NYSE:WMT)leads the world in revenue with about $550B. Amazon sits in third place for annual revenue, with about $390B. In 5 years, Amazon could easily have the largest revenue of any company in the world.\nSource: Author\nDown at the bottom of this model, you can see there's a red box that projects unlevered FCF margins. This basically measures how much of the company's revenue will become business profits, without including interest or debt payments. In the turquoise box, I applied the discount rate to see what the future cash flows are worth today.\nSource: Author\nToday, it looks like Amazon is slightly overvalued. The model projects that the stock might be about 15% overvalued, and we could expect to make about 5% annual returns over the next 5 years if we invested today.\nThese estimations are based on the future cash flows that the business should generate. I don't hate Amazon or anything, I just don't think that Amazon stock would make a great investment at current prices.\nDown at the bottom, I threw in 2 \"Buy Prices\" where Amazon stock might be more appealing. The idea behind this is that the cheaper AMZN stock gets, the higher returns we can expect.\nThe model projects that you'd make around 15% annual returns at $2,200 per share, and you might make around 22% annual returns at $1,700 per share.\n\"But doesn't it seem unreasonable to set the buy price in the $2,000s when the stock's trading near $3,500?\" It does a little bit. It seems pretty unlikely that Amazon's share price will nose dive right down past $2,000.\nBut the idea is, if we're patient, we might get an opportunity to buy these shares underpriced. Last February, Amazon traded lower than $1,900 (I wish I bought some back then). We'll probably have opportunities in the future to buy Amazon at a discount.\nRecap\nToday, it seems like Amazon is slightly overvalued, because it seems to offer about 5% annual returns over the next 5 years. That doesn't mean you should sell Amazon if you're a long time holder, because Amazon should continue to do well as a leader in E-commerce and cloud computing.\nBut if you're looking for your next stock to invest in, Amazon seems to be too expensive right now. And if you've been eyeing Amazon for a while and you're looking to get in, now's not the best time to get into Amazon.\nEven if we don't invest in the stock, we can still watch Amazon as they become the company with the most revenue in the world. And there's a lot we can learn from studying Amazon and Jeff Bezos. He's a smart dude.\nThank you very much for reading, and I hope that you have a great rest of your day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124283240,"gmtCreate":1624767019680,"gmtModify":1633948855855,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124283240","repostId":"1104974895","repostType":4,"repost":{"id":"1104974895","pubTimestamp":1624764940,"share":"https://www.laohu8.com/m/news/1104974895?lang=&edition=full","pubTime":"2021-06-27 11:35","market":"us","language":"en","title":"Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.","url":"https://stock-news.laohu8.com/highlight/detail?id=1104974895","media":"Barrons","summary":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,wh","content":"<p>Microsoft&nbsp;is now the second company to boast a $2 trillion market capitalization, following&nbsp;Apple,which breached that level last August. And Microsoft may go higher yet.</p>\n<p>Wedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.</p>\n<p>On Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”</p>\n<p>Wall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.</p>\n<p>Ives sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”</p>\n<p><img src=\"https://static.tigerbbs.com/19e4bb0961389beaa2711931e02dc060\" tg-width=\"970\" tg-height=\"672\"><img src=\"https://static.tigerbbs.com/1a62e0638b1f4f9c28301e4d93721571\" tg-width=\"981\" tg-height=\"684\"></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>Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104974895","content_text":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.\nOn Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”\nWall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.\nIves sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125512628,"gmtCreate":1624680061964,"gmtModify":1633949656408,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"Hm","listText":"Hm","text":"Hm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125512628","repostId":"2146107083","repostType":4,"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121686356,"gmtCreate":1624461860075,"gmtModify":1634005750953,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"Hold on pltr","listText":"Hold on pltr","text":"Hold on pltr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121686356","repostId":"1111429380","repostType":2,"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376158847,"gmtCreate":1619099347589,"gmtModify":1631888426459,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIAC\">$Viacom CBS(VIAC)$</a>going up","listText":"<a href=\"https://laohu8.com/S/VIAC\">$Viacom CBS(VIAC)$</a>going up","text":"$Viacom CBS(VIAC)$going up","images":[{"img":"https://static.tigerbbs.com/d18fd8f04e97513450f7c915e68757eb","width":"1242","height":"2385"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376158847","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":371697300,"gmtCreate":1618930190700,"gmtModify":1634289801475,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"In it long term 🤟","listText":"In it long term 🤟","text":"In it long term 🤟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371697300","repostId":"1185015358","repostType":2,"repost":{"id":"1185015358","pubTimestamp":1618900475,"share":"https://www.laohu8.com/m/news/1185015358?lang=&edition=full","pubTime":"2021-04-20 14:34","market":"us","language":"en","title":"'Almost Can't Keep Up': Palantir Demo Day Affirms The Obvious","url":"https://stock-news.laohu8.com/highlight/detail?id=1185015358","media":"seekingalpha","summary":"Summary\n\nPalantir's Double Click event was not aimed at investors, but the street should take note. ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir's Double Click event was not aimed at investors, but the street should take note. After a somewhat banal demo day in January, this was a serious tour de force.</li>\n <li>Palantir demonstrated how Foundry can have a transformative impact in two entirely different industries. This included interesting granular details.</li>\n <li>Palantir has a massive head start in an entirely new class of 'data OS' software. The entry of new competitors is a sign that demand is rising rapidly.</li>\n <li>Splunk's CTO resigned the next day. Coincidence?</li>\n</ul>\n<p>Last week Palantir(NYSE:PLTR)held the first of what is to be a series of demo events dubbed \"Double Click\". Streaming to an audience of just 3.4k, this event was not aimed at investors and street analysts. It was instead a deep dive aimed at management teams and policymakers assessing potential Palantir deployments. In this article, we will summarize this event, discuss its implications, and contextualize Palantir's leading position in what is now one of the hottest areas of enterprise software.</p>\n<blockquote>\n <i>Today we're building on our inaugural demo day back in January. That event brought exceptional interest in our platform from around the globe, but in particular incredible demand in the US where we just almost can't keep up....Our two platforms, Gotham and Foundry - They're operating systems for the modern enterprise. Gotham provides an end-to-end solution, from space to mud, that integrates every single sensor, every single shooter, for US and Allied defense around the world. It is a single platform that helps you understand decide and act.Foundry is by analogy that same operating system for the enterprise. It helps you understand, decide, and act. It isn't just about analytics. It's about decisions. About making better decisions.It's not just about being more efficient. It's about winning. Winning by generating sustainable alpha by outlearning the competition, and only foundry can do this. It is a completely unique offering.-Shyam Sankar, Palantir COO</i>\n</blockquote>\n<p>Sankar also detailed the critical role that Palantir's software has played in the UK's pandemic response. The NHS has used Palantir's Foundry to manage the distribution of 7.5B PPE items. The NHS has gone on to use Palantir to manage the distribution of 33M+ vaccines, hundreds of SKUs of related supplies, across 2,500 vaccination sites. All of this incorporates Palantir's privacy protections, annealing theUK's strict data privacy regulations.</p>\n<p>Far from being some sort of log aggregator or data visualization tool, this demo illustrated how powerful Palantir's software, specifically Foundry, truly is. Whereas Palantirpreviously coveredthe more mundane and granular details of data integration and technical aspects of Palantir Apollo back in January, this was an exciting walkthrough of use-cases and applications.</p>\n<p>It's difficult to understate exactly how good it was. It was a serious tour de force. Expect analysts covering Palantir to take note. We've come a long way from a time when CNBC wasspeculating that Palantir might be some sort of 'consulting services' company.</p>\n<p>Life Sciences</p>\n<p><img src=\"https://static.tigerbbs.com/92bbaacbc77cbdeb3f0f7247cdca929b\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><i>(Image source: Palantir)</i></p>\n<p>The first of two industries covered, Palantir made the case for Foundry's role in health sciences to be expanded beyond its current use in managing sensitive data surrounding the pandemic. Palantir covered how the same tools could accelerate clinical research, by demonstrating how sensitive health data could be analyzed in a way that complies with understandably strict regulations.</p>\n<p>The demo walked through the development of a hypothetical prognostic model for lung cancer, starting with data governance. Where Facebook(NASDAQ:FB)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL)have sought to simplyseize healthcare data in a clandestine format(the same way Google posted pictures of everyone's house online without their permission and used scale to make it seem normal), Palantir has built a platform that empowers data owners to work with researchers. They're in control.</p>\n<p>On top of arobust suite of anonymization techniques, data governance teams have complete transparency into who has access to what data and why. This team assesses the researcher's request for data and makes sure that the access given is appropriate. This can be programmed to meet the desired data governance protocols.</p>\n<p>Once a researcher has access to the relevant data, they must develop a prognostic model. Foundry enables this process to be drastically accelerated in several ways:</p>\n<blockquote>\n <i>...Every study starts with protocol writing and feasibility testing in order to identify a cohort of patients that is both medically relevant and large enough for statistical analysis. Foundry's cohorting app shortens this process by bringing medical experts data owners and biostatisticians to acommon interface, and building a library of reusable criteria......I can easily adjust the criteria to expand the population without needing to cycle through various data experts to check counts. Traditionally updating inclusion criteria can often take a week or more,meaning months can go by before analysis begins.Next, I need to filter to patients with lung cancer. Instead of spending weeks compiling the necessary code sets and logic to define this disease state, I can search our phenotype library and pull from the experience of other experts.-Benjamin Amor, Palantir Forward Deployed Engineer</i>\n</blockquote>\n<p>Analysis work can be done in multiple environments seamlessly, including R, Python, and SQL. These are directly integrated into Foundry. This enables Foundry to leverage the massive open source support for R, which has grown tonearly 17,500 different packages. Think of R packages like little software kits/apps for data scientists.</p>\n<p><img src=\"https://static.tigerbbs.com/8357e4bfde07d67f405f41dbd6371681\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\"></p>\n<p><i>(Image Source: Palantir)</i></p>\n<p>This capability combines with cloud computing, giving data scientists the ability to offload computationally intensive workloads to high-performance computing centers. At the flick of a finger, a data scientist can spool up the massive computing power needed to analyze a large set of medical imaging data. As GPUs and other types of acceleration hardware become more powerful, the number of possibilities and speed at which they can be analyzed will continue to increase.</p>\n<p>Most importantly, the information gained from this analysis can be shared with the entire team<b>without actually having to share access to sensitive data.</b>Making all of this possible is the quick unification of data from disparate sources, many different organizations with highly variable and idiosyncratic data architectures. Foundry can not only protect sensitive data, but it can cut the time needed to standardize such data from years to weeks.</p>\n<blockquote>\n <i>The science is really accelerated, because instead of every time reinventing the wheel, you pick the parts off the shelf that you need to use. You modify them as you want, but they're reusable so we don't have to keep designing it each time.Lots of people have large data sets, but if you make them into knowledge, or you make them usable to create knowledge, that's the secret sauce. That's what Palantir gives us. That ease of use.-Ken Gersing M.D., NCATS Director of Informatics</i>\n</blockquote>\n<p>The implementation of Foundry as an organizational 'data OS' continues to build value over time, acting as a repository for information that can be leveraged later. Past research that had previously uninteresting results might accelerate future research. Palantir refers to this as the creation of \"knowledge objects\", all fully traceable back to the raw data that was used to produce them.</p>\n<p><b>Industrials</b></p>\n<p>The second half of the presentation highlighted industrial applications, the most impressive of which centered around managing complex supply chains. A Palantir engineer explained how the company has worked closely with customers to integrate their needs directly into Foundry.</p>\n<blockquote>\n <i>We've spent years working on these problems. We've actually been able to bake these hard-earned learnings back into the platform. So, now you can apply these to a specific customer's context in a matter of weeks.So, part of this is what we call software defined data integrations. Basically taking what used to take months or even years of painful manual work, and you need specialist knowledge of the underlying data sources, and actually just replacing that with a few clicks-Liam Mawe, Palantir Forward Deployed Engineer</i>\n</blockquote>\n<p>In other words, Palantir can take an insurmountable patchwork of aging ERP and CRM infrastructure and quickly integrate it into a usable platform. It can even combine this with granular data from IoT sensors. This can all be done at petabyte scale, and be up and running in a matter of days or weeks, without the need to build a new system from the ground up.</p>\n<p><img src=\"https://static.tigerbbs.com/0a562191824ecc2b9367c475408e7ff8\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"><i>(Image sources: Palantir)</i></p>\n<p>This enables companies to better manage complex supply chains, track quality control, optimize production, respond to disruptions, and scan for potential problems or weaknesses. Foundry makes this all seem so easy and intuitive because it converts impossible levels of complexity into manageable data assets. A nontechnical user can be up and running quickly.</p>\n<blockquote>\n <i>Previously it would have been impossible to respond with this level of understanding. But what's actually even more exciting here is that instead of manually comparing a few scenarios, I can actually choose the exact set of decisions that will optimize for the factors I care about most, which of course will change depending on the current circumstances.So while this might look simple, behind the scenes Foundry is comparing potentially thousands of possible scenarios to help this logistics manager make a final decision on the best outcome... keeping business running smoothly and customers on the move.Once I'm able to fully understand and react to today's challenges, the change models underpinning the supply chain critically allow simulation of future events to rebalance trade-offs effectively. So starting to shift from reaction to anticipation of the global supply chain.-Liam Mawe, Palantir Forward Deployed Engineer</i>\n</blockquote>\n<p>Managers can then take things a step further, and actually analyze hypothetical future scenarios. The granularity and accuracy of such simulations will only increase as new communications technologies (such as 5G) bring new levels of connectivity to IoT sensors and nodes.</p>\n<blockquote>\n <i>Supply chain and logistics managers were previously forced to make these incredibly complex trade-offs with only a narrow view of the available context. But now with the supply chain archetype, we can not only gain an accurate and granular view of today's risks, but can also simulate future scenarios and make adjustments to make sure ournetwork is ready to take on the challenges of tomorrow.So just to give you an idea of the speed and impact of the archetype, one of our industrial customers had an incredibly complex supply chain landscape with dozens of data sources, including 27 separate ERPs.With foundry, in hours they had their first integrated view of the supply chain. Within two days they were already proactively alerting on potential bottlenecks, and in just two weeks had identified around $50 million in working capital while simultaneously improving the robustness of the supply chain to react to future shocks.-Liam Mawe, Palantir Forward Deployed Engineer</i>\n</blockquote>\n<p>To an IT executive, this probably sounds more like a miracle than a case study. The presentation on industrials also focused on a few other use-cases, but the supply chain analysis was by far the most impressive.</p>\n<p>Deep roots are not reached by the frost</p>\n<p>The fact that a presentation that might have ignited investor interest in the stock and sent it skyrocketing wasn't promoted to investors at all tells you something very important. Demand for the type of 'data OS' that Palantir provides is heating up, and Palantir is now focused on marketing to potential customers in a very active way.</p>\n<blockquote>\n <i>This holy grail of making data actionable by tying it into the critical business systems that power a company - turning the data warehouse into a \"central nervous system\" for the business - is what's driving incredible growth at some of the most important startups in Silicon Valley, including Canva, Drizly, Figma, Notion, Loom, Clearbit, and many more.-David Ulevitch, Andreessen Horowitz</i>\n</blockquote>\n<p>This is evident by the fact that there has been a rush of VC capital into startup competitors. EvenNvidia(NASDAQ:NVDA) is scrambling to get in on the action. Earlier this year, Palantir andIBMformed a partnership together.</p>\n<p>Palantir has a nearly two-decade head start, and any advantages that might have come from working on classifiedSAP/SCIlevel software. The CTO of Splunk (SPLK)resigned the day after Palantir's Double Click event,a move that sent the stock plummeting. Coincidence?</p>\n<blockquote>\n <i>That's almost always a warning sign for anybody in the cybersecurity business, because unless they are really truly skilled and have been doing cybersecurity as their main business for a long time, they usually don't got this.-Michael Daniel, White House Cybersecurity Coordinator (2012-2017)</i>\n</blockquote>\n<p>The recent Solar Winds hack, whichenabled hackers to access Microsoft's sensitive source code, has highlighted the fact that a new cold war is being fought in cyberspace. Any startup entering this space, as well as any existing company looking to break in, will have to not only compete with Palantir's lengthy head start but will also have to provide cybersecurity capabilities that match the level of sensitivity of the data that they want to manage.</p>\n<p>This gives Palantir an additional competitive advantage that would be extremely difficult for anyone else to replicate. If you were a CEO or CTO, who would you trust to manage your digital transformation? An 'a16z backed' startup or a company with a lengthy history of classified work for the DoD?</p>\n<p>Palantir's visionary CEO may have been extremely early to the party, but he wasn't wrong.</p>\n<p><b>Conclusion</b></p>\n<blockquote>\n <i>Palantir's advisors include Condoleezza Rice and former CIA director George Tenet, who says in an interview that \"I wish we had a tool of its power\" before 9/11. General David Petraeus, the most recent former CIA chief, describes Palantir to FORBES as \"a better mousetrap when a better mousetrap was needed\" and calls Karp \"sheer brilliant.\"-Forbes Magazine, 2013</i>\n</blockquote>\n<p>Why after such a long time, is demand for Palantir's platform suddenly expanding so rapidly?</p>\n<p>In the case of the 'supply chain archetype', consider all of the investments currently being made to digitize the supply chain. There are a considerable number of companies working on autonomous trucks,which are already running commercial loads. Kroger(NYSE:KR)isbuilding out advanced picking robotic picking systems from Ocado(OTCPK:OCDGF). Boston Dynamics will roll out commercial deployments of robots that can move800 boxes per hournext year. Panasonic(OTCPK:PCRFY)plans to integrate its hardware with logistics software,recently making a $6.5B software acquisition.</p>\n<p>Will companies deploying logistics robots, advanced IoT sensors, and autonomous trucks also want to run their enterprise on a rapidly deployable 'data OS'?</p>\n<p>You bet. That's why we are long Palantir. Find our detailed analysis and information about our $50 to $100 price targethere.</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>'Almost Can't Keep Up': Palantir Demo Day Affirms The Obvious</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n'Almost Can't Keep Up': Palantir Demo Day Affirms The Obvious\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 14:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4419826-palantir-demo-day-affirms-obvious><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir's Double Click event was not aimed at investors, but the street should take note. After a somewhat banal demo day in January, this was a serious tour de force.\nPalantir demonstrated ...</p>\n\n<a href=\"https://seekingalpha.com/article/4419826-palantir-demo-day-affirms-obvious\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4419826-palantir-demo-day-affirms-obvious","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1185015358","content_text":"Summary\n\nPalantir's Double Click event was not aimed at investors, but the street should take note. After a somewhat banal demo day in January, this was a serious tour de force.\nPalantir demonstrated how Foundry can have a transformative impact in two entirely different industries. This included interesting granular details.\nPalantir has a massive head start in an entirely new class of 'data OS' software. The entry of new competitors is a sign that demand is rising rapidly.\nSplunk's CTO resigned the next day. Coincidence?\n\nLast week Palantir(NYSE:PLTR)held the first of what is to be a series of demo events dubbed \"Double Click\". Streaming to an audience of just 3.4k, this event was not aimed at investors and street analysts. It was instead a deep dive aimed at management teams and policymakers assessing potential Palantir deployments. In this article, we will summarize this event, discuss its implications, and contextualize Palantir's leading position in what is now one of the hottest areas of enterprise software.\n\nToday we're building on our inaugural demo day back in January. That event brought exceptional interest in our platform from around the globe, but in particular incredible demand in the US where we just almost can't keep up....Our two platforms, Gotham and Foundry - They're operating systems for the modern enterprise. Gotham provides an end-to-end solution, from space to mud, that integrates every single sensor, every single shooter, for US and Allied defense around the world. It is a single platform that helps you understand decide and act.Foundry is by analogy that same operating system for the enterprise. It helps you understand, decide, and act. It isn't just about analytics. It's about decisions. About making better decisions.It's not just about being more efficient. It's about winning. Winning by generating sustainable alpha by outlearning the competition, and only foundry can do this. It is a completely unique offering.-Shyam Sankar, Palantir COO\n\nSankar also detailed the critical role that Palantir's software has played in the UK's pandemic response. The NHS has used Palantir's Foundry to manage the distribution of 7.5B PPE items. The NHS has gone on to use Palantir to manage the distribution of 33M+ vaccines, hundreds of SKUs of related supplies, across 2,500 vaccination sites. All of this incorporates Palantir's privacy protections, annealing theUK's strict data privacy regulations.\nFar from being some sort of log aggregator or data visualization tool, this demo illustrated how powerful Palantir's software, specifically Foundry, truly is. Whereas Palantirpreviously coveredthe more mundane and granular details of data integration and technical aspects of Palantir Apollo back in January, this was an exciting walkthrough of use-cases and applications.\nIt's difficult to understate exactly how good it was. It was a serious tour de force. Expect analysts covering Palantir to take note. We've come a long way from a time when CNBC wasspeculating that Palantir might be some sort of 'consulting services' company.\nLife Sciences\n(Image source: Palantir)\nThe first of two industries covered, Palantir made the case for Foundry's role in health sciences to be expanded beyond its current use in managing sensitive data surrounding the pandemic. Palantir covered how the same tools could accelerate clinical research, by demonstrating how sensitive health data could be analyzed in a way that complies with understandably strict regulations.\nThe demo walked through the development of a hypothetical prognostic model for lung cancer, starting with data governance. Where Facebook(NASDAQ:FB)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL)have sought to simplyseize healthcare data in a clandestine format(the same way Google posted pictures of everyone's house online without their permission and used scale to make it seem normal), Palantir has built a platform that empowers data owners to work with researchers. They're in control.\nOn top of arobust suite of anonymization techniques, data governance teams have complete transparency into who has access to what data and why. This team assesses the researcher's request for data and makes sure that the access given is appropriate. This can be programmed to meet the desired data governance protocols.\nOnce a researcher has access to the relevant data, they must develop a prognostic model. Foundry enables this process to be drastically accelerated in several ways:\n\n...Every study starts with protocol writing and feasibility testing in order to identify a cohort of patients that is both medically relevant and large enough for statistical analysis. Foundry's cohorting app shortens this process by bringing medical experts data owners and biostatisticians to acommon interface, and building a library of reusable criteria......I can easily adjust the criteria to expand the population without needing to cycle through various data experts to check counts. Traditionally updating inclusion criteria can often take a week or more,meaning months can go by before analysis begins.Next, I need to filter to patients with lung cancer. Instead of spending weeks compiling the necessary code sets and logic to define this disease state, I can search our phenotype library and pull from the experience of other experts.-Benjamin Amor, Palantir Forward Deployed Engineer\n\nAnalysis work can be done in multiple environments seamlessly, including R, Python, and SQL. These are directly integrated into Foundry. This enables Foundry to leverage the massive open source support for R, which has grown tonearly 17,500 different packages. Think of R packages like little software kits/apps for data scientists.\n\n(Image Source: Palantir)\nThis capability combines with cloud computing, giving data scientists the ability to offload computationally intensive workloads to high-performance computing centers. At the flick of a finger, a data scientist can spool up the massive computing power needed to analyze a large set of medical imaging data. As GPUs and other types of acceleration hardware become more powerful, the number of possibilities and speed at which they can be analyzed will continue to increase.\nMost importantly, the information gained from this analysis can be shared with the entire teamwithout actually having to share access to sensitive data.Making all of this possible is the quick unification of data from disparate sources, many different organizations with highly variable and idiosyncratic data architectures. Foundry can not only protect sensitive data, but it can cut the time needed to standardize such data from years to weeks.\n\nThe science is really accelerated, because instead of every time reinventing the wheel, you pick the parts off the shelf that you need to use. You modify them as you want, but they're reusable so we don't have to keep designing it each time.Lots of people have large data sets, but if you make them into knowledge, or you make them usable to create knowledge, that's the secret sauce. That's what Palantir gives us. That ease of use.-Ken Gersing M.D., NCATS Director of Informatics\n\nThe implementation of Foundry as an organizational 'data OS' continues to build value over time, acting as a repository for information that can be leveraged later. Past research that had previously uninteresting results might accelerate future research. Palantir refers to this as the creation of \"knowledge objects\", all fully traceable back to the raw data that was used to produce them.\nIndustrials\nThe second half of the presentation highlighted industrial applications, the most impressive of which centered around managing complex supply chains. A Palantir engineer explained how the company has worked closely with customers to integrate their needs directly into Foundry.\n\nWe've spent years working on these problems. We've actually been able to bake these hard-earned learnings back into the platform. So, now you can apply these to a specific customer's context in a matter of weeks.So, part of this is what we call software defined data integrations. Basically taking what used to take months or even years of painful manual work, and you need specialist knowledge of the underlying data sources, and actually just replacing that with a few clicks-Liam Mawe, Palantir Forward Deployed Engineer\n\nIn other words, Palantir can take an insurmountable patchwork of aging ERP and CRM infrastructure and quickly integrate it into a usable platform. It can even combine this with granular data from IoT sensors. This can all be done at petabyte scale, and be up and running in a matter of days or weeks, without the need to build a new system from the ground up.\n(Image sources: Palantir)\nThis enables companies to better manage complex supply chains, track quality control, optimize production, respond to disruptions, and scan for potential problems or weaknesses. Foundry makes this all seem so easy and intuitive because it converts impossible levels of complexity into manageable data assets. A nontechnical user can be up and running quickly.\n\nPreviously it would have been impossible to respond with this level of understanding. But what's actually even more exciting here is that instead of manually comparing a few scenarios, I can actually choose the exact set of decisions that will optimize for the factors I care about most, which of course will change depending on the current circumstances.So while this might look simple, behind the scenes Foundry is comparing potentially thousands of possible scenarios to help this logistics manager make a final decision on the best outcome... keeping business running smoothly and customers on the move.Once I'm able to fully understand and react to today's challenges, the change models underpinning the supply chain critically allow simulation of future events to rebalance trade-offs effectively. So starting to shift from reaction to anticipation of the global supply chain.-Liam Mawe, Palantir Forward Deployed Engineer\n\nManagers can then take things a step further, and actually analyze hypothetical future scenarios. The granularity and accuracy of such simulations will only increase as new communications technologies (such as 5G) bring new levels of connectivity to IoT sensors and nodes.\n\nSupply chain and logistics managers were previously forced to make these incredibly complex trade-offs with only a narrow view of the available context. But now with the supply chain archetype, we can not only gain an accurate and granular view of today's risks, but can also simulate future scenarios and make adjustments to make sure ournetwork is ready to take on the challenges of tomorrow.So just to give you an idea of the speed and impact of the archetype, one of our industrial customers had an incredibly complex supply chain landscape with dozens of data sources, including 27 separate ERPs.With foundry, in hours they had their first integrated view of the supply chain. Within two days they were already proactively alerting on potential bottlenecks, and in just two weeks had identified around $50 million in working capital while simultaneously improving the robustness of the supply chain to react to future shocks.-Liam Mawe, Palantir Forward Deployed Engineer\n\nTo an IT executive, this probably sounds more like a miracle than a case study. The presentation on industrials also focused on a few other use-cases, but the supply chain analysis was by far the most impressive.\nDeep roots are not reached by the frost\nThe fact that a presentation that might have ignited investor interest in the stock and sent it skyrocketing wasn't promoted to investors at all tells you something very important. Demand for the type of 'data OS' that Palantir provides is heating up, and Palantir is now focused on marketing to potential customers in a very active way.\n\nThis holy grail of making data actionable by tying it into the critical business systems that power a company - turning the data warehouse into a \"central nervous system\" for the business - is what's driving incredible growth at some of the most important startups in Silicon Valley, including Canva, Drizly, Figma, Notion, Loom, Clearbit, and many more.-David Ulevitch, Andreessen Horowitz\n\nThis is evident by the fact that there has been a rush of VC capital into startup competitors. EvenNvidia(NASDAQ:NVDA) is scrambling to get in on the action. Earlier this year, Palantir andIBMformed a partnership together.\nPalantir has a nearly two-decade head start, and any advantages that might have come from working on classifiedSAP/SCIlevel software. The CTO of Splunk (SPLK)resigned the day after Palantir's Double Click event,a move that sent the stock plummeting. Coincidence?\n\nThat's almost always a warning sign for anybody in the cybersecurity business, because unless they are really truly skilled and have been doing cybersecurity as their main business for a long time, they usually don't got this.-Michael Daniel, White House Cybersecurity Coordinator (2012-2017)\n\nThe recent Solar Winds hack, whichenabled hackers to access Microsoft's sensitive source code, has highlighted the fact that a new cold war is being fought in cyberspace. Any startup entering this space, as well as any existing company looking to break in, will have to not only compete with Palantir's lengthy head start but will also have to provide cybersecurity capabilities that match the level of sensitivity of the data that they want to manage.\nThis gives Palantir an additional competitive advantage that would be extremely difficult for anyone else to replicate. If you were a CEO or CTO, who would you trust to manage your digital transformation? An 'a16z backed' startup or a company with a lengthy history of classified work for the DoD?\nPalantir's visionary CEO may have been extremely early to the party, but he wasn't wrong.\nConclusion\n\nPalantir's advisors include Condoleezza Rice and former CIA director George Tenet, who says in an interview that \"I wish we had a tool of its power\" before 9/11. General David Petraeus, the most recent former CIA chief, describes Palantir to FORBES as \"a better mousetrap when a better mousetrap was needed\" and calls Karp \"sheer brilliant.\"-Forbes Magazine, 2013\n\nWhy after such a long time, is demand for Palantir's platform suddenly expanding so rapidly?\nIn the case of the 'supply chain archetype', consider all of the investments currently being made to digitize the supply chain. There are a considerable number of companies working on autonomous trucks,which are already running commercial loads. Kroger(NYSE:KR)isbuilding out advanced picking robotic picking systems from Ocado(OTCPK:OCDGF). Boston Dynamics will roll out commercial deployments of robots that can move800 boxes per hournext year. Panasonic(OTCPK:PCRFY)plans to integrate its hardware with logistics software,recently making a $6.5B software acquisition.\nWill companies deploying logistics robots, advanced IoT sensors, and autonomous trucks also want to run their enterprise on a rapidly deployable 'data OS'?\nYou bet. That's why we are long Palantir. Find our detailed analysis and information about our $50 to $100 price targethere.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371057857,"gmtCreate":1618895388779,"gmtModify":1634290064011,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Hold strong, short attack on retail traders","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Hold strong, short attack on retail traders","text":"$Palantir Technologies Inc.(PLTR)$Hold strong, short attack on retail traders","images":[{"img":"https://static.tigerbbs.com/42fd619997e0f1c18d198809d65ab2ac","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371057857","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":345402476,"gmtCreate":1618327092995,"gmtModify":1634293673584,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Holding","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Holding","text":"$Palantir Technologies Inc.(PLTR)$Holding","images":[{"img":"https://static.tigerbbs.com/3a6b84064ee08822a023741ebedb0cff","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345402476","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":342732809,"gmtCreate":1618241425701,"gmtModify":1634294200280,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>🚀🚀🚀","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>🚀🚀🚀","text":"$Palantir Technologies Inc.(PLTR)$🚀🚀🚀","images":[{"img":"https://static.tigerbbs.com/2e63cece4849626b96bac7c1b9b52ca6","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342732809","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356262147,"gmtCreate":1616780089589,"gmtModify":1634524018454,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"Think this is good","listText":"Think this is good","text":"Think this is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356262147","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":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356266527,"gmtCreate":1616780057069,"gmtModify":1634524018693,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[财迷]&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$[财迷]","images":[{"img":"https://static.tigerbbs.com/85914e931afa5619cc1f9c2e6d1ac2f7","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356266527","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":358859693,"gmtCreate":1616681145612,"gmtModify":1634524583364,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358859693","repostId":"1126422288","repostType":4,"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358850936,"gmtCreate":1616681090125,"gmtModify":1634524584086,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358850936","repostId":"1185338749","repostType":4,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358824475,"gmtCreate":1616681043897,"gmtModify":1634524584687,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358824475","repostId":"1126422288","repostType":4,"repost":{"id":"1126422288","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616680822,"share":"https://www.laohu8.com/m/news/1126422288?lang=&edition=full","pubTime":"2021-03-25 22:00","market":"us","language":"en","title":"Some “meme” stocks rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1126422288","media":"Tiger Newspress","summary":"Some “meme” stocks rebound in Thursday morning trading.The shares of GameStop is up 11%,Koss is up 9","content":"<p>Some “meme” stocks rebound&nbsp;in Thursday morning trading.The shares of GameStop is up 11%,Koss is up 9%,AMC Entertainment is up 6%.</p><p><img src=\"https://static.tigerbbs.com/2e175596fd8712309d527beb74accde6\" tg-width=\"374\" tg-height=\"662\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some “meme” stocks rebound</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\">\nSome “meme” stocks rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-25 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some “meme” stocks rebound&nbsp;in Thursday morning trading.The shares of GameStop is up 11%,Koss is up 9%,AMC Entertainment is up 6%.</p><p><img src=\"https://static.tigerbbs.com/2e175596fd8712309d527beb74accde6\" tg-width=\"374\" tg-height=\"662\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KOSS":"高斯电子","GME":"游戏驿站","AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126422288","content_text":"Some “meme” stocks rebound in Thursday morning trading.The shares of GameStop is up 11%,Koss is up 9%,AMC Entertainment is up 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387251070,"gmtCreate":1613750424990,"gmtModify":1634552359381,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"[开心]&nbsp;[开心]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[开心] [开心] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387251070","repostId":"1161529893","repostType":4,"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":358859693,"gmtCreate":1616681145612,"gmtModify":1634524583364,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358859693","repostId":"1126422288","repostType":4,"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124281885,"gmtCreate":1624767046147,"gmtModify":1631888361456,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124281885","repostId":"1184001921","repostType":4,"repost":{"id":"1184001921","pubTimestamp":1624763737,"share":"https://www.laohu8.com/m/news/1184001921?lang=&edition=full","pubTime":"2021-06-27 11:15","market":"us","language":"en","title":"Amazon: Good Stock, Not Good Price","url":"https://stock-news.laohu8.com/highlight/detail?id=1184001921","media":"seekingalpha","summary":"Summary\n\nAmazon is one of the most innovative companies in the world today, leading the E-commerce i","content":"<p><b>Summary</b></p>\n<ul>\n <li>Amazon is one of the most innovative companies in the world today, leading the E-commerce industry and cloud computing services.</li>\n <li>Unfortunately, it's a little overpriced. This is consistent with some of the other mega-cap stocks I've analyzed.</li>\n <li>This article looks at what Amazon stock is most likely worth for us investors.</li>\n <li>I hope you enjoy.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/451bc93115fb453c0fcb76434c40f7f4\" tg-width=\"1536\" tg-height=\"1024\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p>\n<p>Today, Amazon (AMZN) seems to be a little overpriced based on my intrinsic value model.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a82d937a2de3f0709088e1ab4548267b\" tg-width=\"371\" tg-height=\"260\"><span>Source: Author</span></p>\n<p>You might have seen some of my other articles where I've bashed other popular stocks like Apple (AAPL) or Microsoft (MSFT). Well, I guess today it's Amazon's turn. I just try to share what I think companies are worth, and I've found that a lot of companies seem to be overpriced.</p>\n<p>In this article, I'll break down how I came up with Amazon's valuation. I know that there's tons of different opinions out there about Amazon, so I'll try to share the reasoning behind my valuation to help you make better investments in the future.</p>\n<p>Something important you should know - I'm not an expert on Amazon, and I have a really difficult time valuing growth stocks. I really doubt that I have the ability to estimate a company's future growth. I made future growth estimates by looking at past growth and making conservative estimates of the future.</p>\n<p>This method borders on \"data extrapolation\", which is making assumptions based on past data. Data extrapolation isn't great because the future is different from the past - so making future projections based on past data isn't ideal.</p>\n<p>But after valuing hundreds of companies, I've found that this kind of style does a good job of getting the valuation approximately right. I always try to set my valuations low, because it's better to buy low and make a killing than buy high and lose money.</p>\n<blockquote>\n Warren Buffett said, “The three most important words in investing are\n <b>margin of safety</b>.” That means to buy stuff on sale... That's the whole secret to great investing.\n</blockquote>\n<blockquote>\n Rule 1 Investing\n</blockquote>\n<p>This model is built on getting the valuation \"approximately right,\" and looking to buy with a large margin of safety. I hope you enjoy, and as always, I'll try to keep it clean and common sense.</p>\n<p><b>Business Model</b></p>\n<p>Where does Amazon get its money? Amazon is split into 3 segments: North America, International, and AWS.</p>\n<p>As a market leader in 2 high growth industries (E-commerce and cloud computing), Amazon will probably continue to see high growth in the future. In this section, I looked at the past revenue growth and operating margins for each of Amazon's segments, and I used this to make conservative future projections.</p>\n<p>And later, I added up the numbers from each segment to make projections for the whole company. Here's a look at AMZN's North America segment. This segment's revenue comes from retail sales and subscription service revenues.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce022c0ecacc3829cf83378211bbfd9d\" tg-width=\"640\" tg-height=\"192\"><span>Source: Author with data from 2018 10-K,2019 10-K, and 2020 10-K</span></p>\n<p>I projected declining revenue growth and strong operating margins for this segment. I projected slower revenue growth, because I figure there has to be a cap on how much money Amazon can make in North America.</p>\n<p>Hopefully, Amazon will exceed this revenue growth. But, I do think it would be a pretty incredible feat for Amazon to grow from $200B in revenue to $400B in 5 years.</p>\n<p>Here's a look at Amazon's International segment:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3d7a5bde370f55e863f58c888abc496\" tg-width=\"640\" tg-height=\"219\"><span>Source: Author with data from 2018 10-K,2019 10-K, and 2020 10-K</span></p>\n<p>For Amazon's international segment, I projected 20% annual revenue growth, and improving operating margins. I figured that operating margins would gradually improve until the margins reached a similar point to what Amazon sees in its US segment.</p>\n<p>And for Amazon's last and most exciting segment, here's AWS:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/769700013871f2cd09e8ce47cfb10966\" tg-width=\"640\" tg-height=\"203\"><span>Source: Author</span></p>\n<p>AWS is undoubtedly going to bring high growth for Amazon, and high profits. I projected that the AWS segment will probably continue to grow at a high rate. I projected a 25-30% annual revenue growth rate because cloud computing has a lot of room to grow, and according to Research and Markets, the cloud computing industry should grow at about&nbsp;17.5% CAGR&nbsp;until 2025.</p>\n<p>Additionally, I projected 28% operating margins, because the AWS business benefits from operating leverage. As more people use the software, the company is able to make higher margins as it spreads costs over more people. It's possible that Amazon could exceed 28% operating margins, so there might be upside to Amazon's fair value.</p>\n<p>These projections were added together to help us figure out what the entire company should be worth.</p>\n<p><b>Capital Allocation</b></p>\n<p>How does Amazon spend its money? You might find it interesting to analyze Amazon's capital allocation, so you can see what Amazon does with its money, and where it might be investing for the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45f5afa0f641ee1aae39aa69cc150165\" tg-width=\"619\" tg-height=\"499\"><span>Source: Author</span></p>\n<p>The biggest portion of Amazon's operating cash flows goes towards capital expenditures. From what I can tell, Amazon has not had any share activity over the past 5 years. The company has issued shares - but from the looks of the cash flow statement, it looks like they haven't raised any money from selling shares, and they haven't spent any money buying back shares.</p>\n<blockquote>\n In February 2016, the Board of Directors authorized a program to repurchase up to $5.0 billion of our common stock, with no fixed expiration.\n <i>There were no repurchases of common stock in 2018, 2019, or 2020.</i>\n</blockquote>\n<blockquote>\n Source:2020 10-K&nbsp;page 60,\n <i>emphasis added</i>\n</blockquote>\n<p>But for our purposes, this quote shows that Amazon hasn't bought back any stock over the past 3 years. They also haven't spent any money on dividends, which is good because they're a high growth company.</p>\n<p>Amazon has consistently spent money on acquisitions and paying down debt. What's really interesting is that Amazon has built up a lot of spare cash over the past 5 years. Their cash position has risen about $58B since 2016, going from about $26B at the end of 2016 to about $84B at the end of 2020.</p>\n<p>Amazon has a lot more cash than they used to, so we could see future spending go towards a dividend, share buybacks, new acquisitions, or maybe more business investments that will lead to growth.</p>\n<p><b>Valuation</b></p>\n<p>First, I used a discount rate of 7.7% for Amazon because that's what I found the company's weighted average cost of capital, or WACC, to be. I assumed an 8% cost of equity, and Amazon has averaged somewhere around a 20-30% tax rate over the past 10 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c036264f19bb10fdad477a629b40f803\" tg-width=\"361\" tg-height=\"288\"><span>Source: Author</span></p>\n<p>I used a DCF model to find Amazon's value today. In the model down below, you can see in the top 2 red boxes that I projected that the company would have lower revenue growth and strong operating margins.</p>\n<p>This model projects that Amazon will have over $850B in revenue by 2025. That's absolutely nuts if you think about it, but based on estimated revenue growth, it seems feasible.</p>\n<p>Right now, Walmart(NYSE:WMT)leads the world in revenue with about $550B. Amazon sits in third place for annual revenue, with about $390B. In 5 years, Amazon could easily have the largest revenue of any company in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95c459abcbda43e35b40379a1083ecae\" tg-width=\"640\" tg-height=\"510\"><span>Source: Author</span></p>\n<p>Down at the bottom of this model, you can see there's a red box that projects unlevered FCF margins. This basically measures how much of the company's revenue will become business profits, without including interest or debt payments. In the turquoise box, I applied the discount rate to see what the future cash flows are worth today.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3fa0846616fdc847a3fe1fdf7a09bed\" tg-width=\"267\" tg-height=\"404\"><span>Source: Author</span></p>\n<p>Today, it looks like Amazon is slightly overvalued. The model projects that the stock might be about 15% overvalued, and we could expect to make about 5% annual returns over the next 5 years if we invested today.</p>\n<p>These estimations are based on the future cash flows that the business should generate. I don't hate Amazon or anything, I just don't think that Amazon stock would make a great investment at current prices.</p>\n<p>Down at the bottom, I threw in 2 \"Buy Prices\" where Amazon stock might be more appealing. The idea behind this is that the cheaper AMZN stock gets, the higher returns we can expect.</p>\n<p>The model projects that you'd make around 15% annual returns at $2,200 per share, and you might make around 22% annual returns at $1,700 per share.</p>\n<p>\"But doesn't it seem unreasonable to set the buy price in the $2,000s when the stock's trading near $3,500?\" It does a little bit. It seems pretty unlikely that Amazon's share price will nose dive right down past $2,000.</p>\n<p>But the idea is, if we're patient, we might get an opportunity to buy these shares underpriced. Last February, Amazon traded lower than $1,900 (I wish I bought some back then). We'll probably have opportunities in the future to buy Amazon at a discount.</p>\n<p><b>Recap</b></p>\n<p>Today, it seems like Amazon is slightly overvalued, because it seems to offer about 5% annual returns over the next 5 years. That doesn't mean you should sell Amazon if you're a long time holder, because Amazon should continue to do well as a leader in E-commerce and cloud computing.</p>\n<p>But if you're looking for your next stock to invest in, Amazon seems to be too expensive right now. And if you've been eyeing Amazon for a while and you're looking to get in, now's not the best time to get into Amazon.</p>\n<p>Even if we don't invest in the stock, we can still watch Amazon as they become the company with the most revenue in the world. And there's a lot we can learn from studying Amazon and Jeff Bezos. He's a smart dude.</p>\n<p>Thank you very much for reading, and I hope that you have a great rest of your day.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: Good Stock, Not Good Price</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: Good Stock, Not Good Price\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436641-amazon-good-stock-not-good-price><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAmazon is one of the most innovative companies in the world today, leading the E-commerce industry and cloud computing services.\nUnfortunately, it's a little overpriced. This is consistent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436641-amazon-good-stock-not-good-price\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4436641-amazon-good-stock-not-good-price","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184001921","content_text":"Summary\n\nAmazon is one of the most innovative companies in the world today, leading the E-commerce industry and cloud computing services.\nUnfortunately, it's a little overpriced. This is consistent with some of the other mega-cap stocks I've analyzed.\nThis article looks at what Amazon stock is most likely worth for us investors.\nI hope you enjoy.\n\nSundry Photography/iStock Editorial via Getty Images\nToday, Amazon (AMZN) seems to be a little overpriced based on my intrinsic value model.\nSource: Author\nYou might have seen some of my other articles where I've bashed other popular stocks like Apple (AAPL) or Microsoft (MSFT). Well, I guess today it's Amazon's turn. I just try to share what I think companies are worth, and I've found that a lot of companies seem to be overpriced.\nIn this article, I'll break down how I came up with Amazon's valuation. I know that there's tons of different opinions out there about Amazon, so I'll try to share the reasoning behind my valuation to help you make better investments in the future.\nSomething important you should know - I'm not an expert on Amazon, and I have a really difficult time valuing growth stocks. I really doubt that I have the ability to estimate a company's future growth. I made future growth estimates by looking at past growth and making conservative estimates of the future.\nThis method borders on \"data extrapolation\", which is making assumptions based on past data. Data extrapolation isn't great because the future is different from the past - so making future projections based on past data isn't ideal.\nBut after valuing hundreds of companies, I've found that this kind of style does a good job of getting the valuation approximately right. I always try to set my valuations low, because it's better to buy low and make a killing than buy high and lose money.\n\n Warren Buffett said, “The three most important words in investing are\n margin of safety.” That means to buy stuff on sale... That's the whole secret to great investing.\n\n\n Rule 1 Investing\n\nThis model is built on getting the valuation \"approximately right,\" and looking to buy with a large margin of safety. I hope you enjoy, and as always, I'll try to keep it clean and common sense.\nBusiness Model\nWhere does Amazon get its money? Amazon is split into 3 segments: North America, International, and AWS.\nAs a market leader in 2 high growth industries (E-commerce and cloud computing), Amazon will probably continue to see high growth in the future. In this section, I looked at the past revenue growth and operating margins for each of Amazon's segments, and I used this to make conservative future projections.\nAnd later, I added up the numbers from each segment to make projections for the whole company. Here's a look at AMZN's North America segment. This segment's revenue comes from retail sales and subscription service revenues.\nSource: Author with data from 2018 10-K,2019 10-K, and 2020 10-K\nI projected declining revenue growth and strong operating margins for this segment. I projected slower revenue growth, because I figure there has to be a cap on how much money Amazon can make in North America.\nHopefully, Amazon will exceed this revenue growth. But, I do think it would be a pretty incredible feat for Amazon to grow from $200B in revenue to $400B in 5 years.\nHere's a look at Amazon's International segment:\nSource: Author with data from 2018 10-K,2019 10-K, and 2020 10-K\nFor Amazon's international segment, I projected 20% annual revenue growth, and improving operating margins. I figured that operating margins would gradually improve until the margins reached a similar point to what Amazon sees in its US segment.\nAnd for Amazon's last and most exciting segment, here's AWS:\nSource: Author\nAWS is undoubtedly going to bring high growth for Amazon, and high profits. I projected that the AWS segment will probably continue to grow at a high rate. I projected a 25-30% annual revenue growth rate because cloud computing has a lot of room to grow, and according to Research and Markets, the cloud computing industry should grow at about 17.5% CAGR until 2025.\nAdditionally, I projected 28% operating margins, because the AWS business benefits from operating leverage. As more people use the software, the company is able to make higher margins as it spreads costs over more people. It's possible that Amazon could exceed 28% operating margins, so there might be upside to Amazon's fair value.\nThese projections were added together to help us figure out what the entire company should be worth.\nCapital Allocation\nHow does Amazon spend its money? You might find it interesting to analyze Amazon's capital allocation, so you can see what Amazon does with its money, and where it might be investing for the future.\nSource: Author\nThe biggest portion of Amazon's operating cash flows goes towards capital expenditures. From what I can tell, Amazon has not had any share activity over the past 5 years. The company has issued shares - but from the looks of the cash flow statement, it looks like they haven't raised any money from selling shares, and they haven't spent any money buying back shares.\n\n In February 2016, the Board of Directors authorized a program to repurchase up to $5.0 billion of our common stock, with no fixed expiration.\n There were no repurchases of common stock in 2018, 2019, or 2020.\n\n\n Source:2020 10-K page 60,\n emphasis added\n\nBut for our purposes, this quote shows that Amazon hasn't bought back any stock over the past 3 years. They also haven't spent any money on dividends, which is good because they're a high growth company.\nAmazon has consistently spent money on acquisitions and paying down debt. What's really interesting is that Amazon has built up a lot of spare cash over the past 5 years. Their cash position has risen about $58B since 2016, going from about $26B at the end of 2016 to about $84B at the end of 2020.\nAmazon has a lot more cash than they used to, so we could see future spending go towards a dividend, share buybacks, new acquisitions, or maybe more business investments that will lead to growth.\nValuation\nFirst, I used a discount rate of 7.7% for Amazon because that's what I found the company's weighted average cost of capital, or WACC, to be. I assumed an 8% cost of equity, and Amazon has averaged somewhere around a 20-30% tax rate over the past 10 years.\nSource: Author\nI used a DCF model to find Amazon's value today. In the model down below, you can see in the top 2 red boxes that I projected that the company would have lower revenue growth and strong operating margins.\nThis model projects that Amazon will have over $850B in revenue by 2025. That's absolutely nuts if you think about it, but based on estimated revenue growth, it seems feasible.\nRight now, Walmart(NYSE:WMT)leads the world in revenue with about $550B. Amazon sits in third place for annual revenue, with about $390B. In 5 years, Amazon could easily have the largest revenue of any company in the world.\nSource: Author\nDown at the bottom of this model, you can see there's a red box that projects unlevered FCF margins. This basically measures how much of the company's revenue will become business profits, without including interest or debt payments. In the turquoise box, I applied the discount rate to see what the future cash flows are worth today.\nSource: Author\nToday, it looks like Amazon is slightly overvalued. The model projects that the stock might be about 15% overvalued, and we could expect to make about 5% annual returns over the next 5 years if we invested today.\nThese estimations are based on the future cash flows that the business should generate. I don't hate Amazon or anything, I just don't think that Amazon stock would make a great investment at current prices.\nDown at the bottom, I threw in 2 \"Buy Prices\" where Amazon stock might be more appealing. The idea behind this is that the cheaper AMZN stock gets, the higher returns we can expect.\nThe model projects that you'd make around 15% annual returns at $2,200 per share, and you might make around 22% annual returns at $1,700 per share.\n\"But doesn't it seem unreasonable to set the buy price in the $2,000s when the stock's trading near $3,500?\" It does a little bit. It seems pretty unlikely that Amazon's share price will nose dive right down past $2,000.\nBut the idea is, if we're patient, we might get an opportunity to buy these shares underpriced. Last February, Amazon traded lower than $1,900 (I wish I bought some back then). We'll probably have opportunities in the future to buy Amazon at a discount.\nRecap\nToday, it seems like Amazon is slightly overvalued, because it seems to offer about 5% annual returns over the next 5 years. That doesn't mean you should sell Amazon if you're a long time holder, because Amazon should continue to do well as a leader in E-commerce and cloud computing.\nBut if you're looking for your next stock to invest in, Amazon seems to be too expensive right now. And if you've been eyeing Amazon for a while and you're looking to get in, now's not the best time to get into Amazon.\nEven if we don't invest in the stock, we can still watch Amazon as they become the company with the most revenue in the world. And there's a lot we can learn from studying Amazon and Jeff Bezos. He's a smart dude.\nThank you very much for reading, and I hope that you have a great rest of your day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376158847,"gmtCreate":1619099347589,"gmtModify":1631888426459,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIAC\">$Viacom CBS(VIAC)$</a>going up","listText":"<a href=\"https://laohu8.com/S/VIAC\">$Viacom CBS(VIAC)$</a>going up","text":"$Viacom CBS(VIAC)$going up","images":[{"img":"https://static.tigerbbs.com/d18fd8f04e97513450f7c915e68757eb","width":"1242","height":"2385"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376158847","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":124283240,"gmtCreate":1624767019680,"gmtModify":1633948855855,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124283240","repostId":"1104974895","repostType":4,"repost":{"id":"1104974895","pubTimestamp":1624764940,"share":"https://www.laohu8.com/m/news/1104974895?lang=&edition=full","pubTime":"2021-06-27 11:35","market":"us","language":"en","title":"Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.","url":"https://stock-news.laohu8.com/highlight/detail?id=1104974895","media":"Barrons","summary":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,wh","content":"<p>Microsoft&nbsp;is now the second company to boast a $2 trillion market capitalization, following&nbsp;Apple,which breached that level last August. And Microsoft may go higher yet.</p>\n<p>Wedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.</p>\n<p>On Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”</p>\n<p>Wall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.</p>\n<p>Ives sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”</p>\n<p><img src=\"https://static.tigerbbs.com/19e4bb0961389beaa2711931e02dc060\" tg-width=\"970\" tg-height=\"672\"><img src=\"https://static.tigerbbs.com/1a62e0638b1f4f9c28301e4d93721571\" tg-width=\"981\" tg-height=\"684\"></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>Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104974895","content_text":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.\nOn Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”\nWall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.\nIves sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121686356,"gmtCreate":1624461860075,"gmtModify":1634005750953,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"Hold on pltr","listText":"Hold on pltr","text":"Hold on pltr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121686356","repostId":"1111429380","repostType":2,"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125512628,"gmtCreate":1624680061964,"gmtModify":1633949656408,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"Hm","listText":"Hm","text":"Hm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125512628","repostId":"2146107083","repostType":4,"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356262147,"gmtCreate":1616780089589,"gmtModify":1634524018454,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"Think this is good","listText":"Think this is good","text":"Think this is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356262147","repostId":"2122472374","repostType":4,"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345402476,"gmtCreate":1618327092995,"gmtModify":1634293673584,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Holding","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Holding","text":"$Palantir Technologies Inc.(PLTR)$Holding","images":[{"img":"https://static.tigerbbs.com/3a6b84064ee08822a023741ebedb0cff","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345402476","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":342732809,"gmtCreate":1618241425701,"gmtModify":1634294200280,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>🚀🚀🚀","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>🚀🚀🚀","text":"$Palantir Technologies Inc.(PLTR)$🚀🚀🚀","images":[{"img":"https://static.tigerbbs.com/2e63cece4849626b96bac7c1b9b52ca6","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342732809","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":358850936,"gmtCreate":1616681090125,"gmtModify":1634524584086,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358850936","repostId":"1185338749","repostType":4,"repost":{"id":"1185338749","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616679071,"share":"https://www.laohu8.com/m/news/1185338749?lang=&edition=full","pubTime":"2021-03-25 21:31","market":"us","language":"en","title":"S&P 500 falls for a third straight day amid more weakness in tech shares, Powell comments","url":"https://stock-news.laohu8.com/highlight/detail?id=1185338749","media":"Tiger Newspress","summary":"U.S. stocks fell on Thursday as the market continued to struggle in recent weeks, especially high-gr","content":"<p>U.S. stocks fell on Thursday as the market continued to struggle in recent weeks, especially high-growth technology names.</p><p>The Dow Jones Industrial Average slid 147 points, while the S&amp;P 500 dipped 0.5%, falling for a third straight day. The Nasdaq Composite declined 0.9%. Apple, Netflix, Amazon and Facebook all traded in negative territory. Tesla fell another 2%.</p><p><img src=\"https://static.tigerbbs.com/4a4bab88a261d8049848e6cd5cd858ff\" tg-width=\"1023\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p><p>\"The weakness in technology stocks is undeniable, but it likely won't be a straight line down for the sector and there will be zigs and zags along the way,\" said David Bahnsen, chief investment officer at The Bahnsen Group. \"Tech stock valuations are too high and are screaming for a correction.\"</p><p>Oil prices fell about 3% Thursday as demand concerns rekindled with fresh coronavirus pandemic lockdowns.</p><p>The rollover in futures came as Federal Reserve Chairman&nbsp;Jerome Powell hinted at one day starting to remove the stimulus&nbsp;that has boosted the market during the pandemic.</p><p>\"As we make substantial further progress toward our goals, we'll gradually roll back the amount of Treasurys and mortgage-backed securities we've bought,\" Powell told NPR's \"Morning Edition.\" \"We will very gradually over time and with great transparency, when the economy has all but fully recovered, we will be pulling back the support that we provided during emergency times.\"</p><p>Investors pored over a better-than-expected reading on weekly jobless claims. The Labor Department said first-time claims for unemployment insurance&nbsp;totaled 684,000 for the week ended March 20, lower than an estimate of 735,000 from economists surveyed by Dow Jones.</p><p>A steep sell-off in technology shares led the broader market lower on Wednesday. The S&amp;P 500 fell 0.6% in the previous session, while the tech-heavy Nasdaq dropped 2% to close at its session low. Apple,&nbsp;Facebook&nbsp;and&nbsp;Netflix&nbsp;all slid more than 2%, while&nbsp;Tesla&nbsp;fell 4.8%.</p><p>Pressure on equities came even as bond yields continued to decline from recent highs. The 10-year Treasury yield dipped 3 basis points to 1.61% Wednesday, falling for a third day after the rate hit a 14-month high last week.</p><p>The three major averages are all on track to post a losing week, with the S&amp;P 500 falling 0.6% through Wednesday’s close. The Nasdaq has fallen 1.9% this week.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 falls for a third straight day amid more weakness in tech shares, Powell comments</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\">\nS&P 500 falls for a third straight day amid more weakness in tech shares, Powell comments\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-25 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks fell on Thursday as the market continued to struggle in recent weeks, especially high-growth technology names.</p><p>The Dow Jones Industrial Average slid 147 points, while the S&amp;P 500 dipped 0.5%, falling for a third straight day. The Nasdaq Composite declined 0.9%. Apple, Netflix, Amazon and Facebook all traded in negative territory. Tesla fell another 2%.</p><p><img src=\"https://static.tigerbbs.com/4a4bab88a261d8049848e6cd5cd858ff\" tg-width=\"1023\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p><p>\"The weakness in technology stocks is undeniable, but it likely won't be a straight line down for the sector and there will be zigs and zags along the way,\" said David Bahnsen, chief investment officer at The Bahnsen Group. \"Tech stock valuations are too high and are screaming for a correction.\"</p><p>Oil prices fell about 3% Thursday as demand concerns rekindled with fresh coronavirus pandemic lockdowns.</p><p>The rollover in futures came as Federal Reserve Chairman&nbsp;Jerome Powell hinted at one day starting to remove the stimulus&nbsp;that has boosted the market during the pandemic.</p><p>\"As we make substantial further progress toward our goals, we'll gradually roll back the amount of Treasurys and mortgage-backed securities we've bought,\" Powell told NPR's \"Morning Edition.\" \"We will very gradually over time and with great transparency, when the economy has all but fully recovered, we will be pulling back the support that we provided during emergency times.\"</p><p>Investors pored over a better-than-expected reading on weekly jobless claims. The Labor Department said first-time claims for unemployment insurance&nbsp;totaled 684,000 for the week ended March 20, lower than an estimate of 735,000 from economists surveyed by Dow Jones.</p><p>A steep sell-off in technology shares led the broader market lower on Wednesday. The S&amp;P 500 fell 0.6% in the previous session, while the tech-heavy Nasdaq dropped 2% to close at its session low. Apple,&nbsp;Facebook&nbsp;and&nbsp;Netflix&nbsp;all slid more than 2%, while&nbsp;Tesla&nbsp;fell 4.8%.</p><p>Pressure on equities came even as bond yields continued to decline from recent highs. The 10-year Treasury yield dipped 3 basis points to 1.61% Wednesday, falling for a third day after the rate hit a 14-month high last week.</p><p>The three major averages are all on track to post a losing week, with the S&amp;P 500 falling 0.6% through Wednesday’s close. The Nasdaq has fallen 1.9% this week.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185338749","content_text":"U.S. stocks fell on Thursday as the market continued to struggle in recent weeks, especially high-growth technology names.The Dow Jones Industrial Average slid 147 points, while the S&P 500 dipped 0.5%, falling for a third straight day. The Nasdaq Composite declined 0.9%. Apple, Netflix, Amazon and Facebook all traded in negative territory. Tesla fell another 2%.\"The weakness in technology stocks is undeniable, but it likely won't be a straight line down for the sector and there will be zigs and zags along the way,\" said David Bahnsen, chief investment officer at The Bahnsen Group. \"Tech stock valuations are too high and are screaming for a correction.\"Oil prices fell about 3% Thursday as demand concerns rekindled with fresh coronavirus pandemic lockdowns.The rollover in futures came as Federal Reserve Chairman Jerome Powell hinted at one day starting to remove the stimulus that has boosted the market during the pandemic.\"As we make substantial further progress toward our goals, we'll gradually roll back the amount of Treasurys and mortgage-backed securities we've bought,\" Powell told NPR's \"Morning Edition.\" \"We will very gradually over time and with great transparency, when the economy has all but fully recovered, we will be pulling back the support that we provided during emergency times.\"Investors pored over a better-than-expected reading on weekly jobless claims. The Labor Department said first-time claims for unemployment insurance totaled 684,000 for the week ended March 20, lower than an estimate of 735,000 from economists surveyed by Dow Jones.A steep sell-off in technology shares led the broader market lower on Wednesday. The S&P 500 fell 0.6% in the previous session, while the tech-heavy Nasdaq dropped 2% to close at its session low. Apple, Facebook and Netflix all slid more than 2%, while Tesla fell 4.8%.Pressure on equities came even as bond yields continued to decline from recent highs. The 10-year Treasury yield dipped 3 basis points to 1.61% Wednesday, falling for a third day after the rate hit a 14-month high last week.The three major averages are all on track to post a losing week, with the S&P 500 falling 0.6% through Wednesday’s close. The Nasdaq has fallen 1.9% this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358824475,"gmtCreate":1616681043897,"gmtModify":1634524584687,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358824475","repostId":"1126422288","repostType":4,"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371697300,"gmtCreate":1618930190700,"gmtModify":1634289801475,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"In it long term 🤟","listText":"In it long term 🤟","text":"In it long term 🤟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371697300","repostId":"1185015358","repostType":2,"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371057857,"gmtCreate":1618895388779,"gmtModify":1634290064011,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Hold strong, short attack on retail traders","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Hold strong, short attack on retail traders","text":"$Palantir Technologies Inc.(PLTR)$Hold strong, short attack on retail traders","images":[{"img":"https://static.tigerbbs.com/42fd619997e0f1c18d198809d65ab2ac","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371057857","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356266527,"gmtCreate":1616780057069,"gmtModify":1634524018693,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[财迷]&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$[财迷]","images":[{"img":"https://static.tigerbbs.com/85914e931afa5619cc1f9c2e6d1ac2f7","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356266527","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":387251070,"gmtCreate":1613750424990,"gmtModify":1634552359381,"author":{"id":"3575019409404952","authorId":"3575019409404952","authorIdStr":"3575019409404952","name":"BlankTrader","avatar":"https://static.tigerbbs.com/ee529534fc07f1ba05bacdda297a3cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575019409404952"},"themes":[],"htmlText":"[开心]&nbsp;[开心]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[开心] [开心] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387251070","repostId":"1161529893","repostType":4,"repost":{"id":"1161529893","pubTimestamp":1613733842,"share":"https://www.laohu8.com/m/news/1161529893?lang=&edition=full","pubTime":"2021-02-19 19:24","market":"us","language":"en","title":"Goldman Sachs is joining the robo-investing party — should you?","url":"https://stock-news.laohu8.com/highlight/detail?id=1161529893","media":"Marketwatch","summary":"‘Much like in Vegas, the house generally wins,” said Vance Barse, a San Diego, California-based financial advisor who runs a company called Your Dedicated Fiduciary.Robo investing has become increasingly ubiquitous on practically every brokerage platform. Until Tuesday, Goldman Sachs GS, -0.91% restricted its robo-advisory service, Marcus, to people who had at least $10 million to invest.Now anyone with at least $1,000 to invest in can access the same trading algorithms that have been used by so","content":"<blockquote>\n ‘Much like in Vegas, the house generally wins,” said Vance Barse, a San Diego, California-based financial advisor who runs a company called Your Dedicated Fiduciary.\n</blockquote>\n<p>Robo investing has become increasingly ubiquitous on practically every brokerage platform. Until Tuesday, Goldman Sachs GS, -0.91% restricted its robo-advisory service, Marcus, to people who had at least $10 million to invest.</p>\n<p>Now anyone with at least $1,000 to invest in can access the same trading algorithms that have been used by some of Goldman Sachs’ wealthiest clients for a 0.35% annual advisory fee. But investing experts say there are more costs to consider before jumping on the robo-investing train.</p>\n<p>“Much like in Vegas, the house generally wins,” said Vance Barse, a San Diego, California-based financial advisor who runs a company called Your Dedicated Fiduciary.</p>\n<p>Although the 35 basis-point price tag is a “loss leader” to Goldman Sachs, he said companies typically make such offers in order to attract clients to cross-sell them banking products.</p>\n<p>“People forget that banks are ultimately in the business of making money,” he said.</p>\n<p>Goldman Sachs declined to comment.</p>\n<p>The company is among other major financial-services firms offering digital advisers, including Vanguard, Fidelity and Schwab SCHW, +1.03% and startups such as Betterment and Wealthfront.</p>\n<p>Fees for robo advisers can start at around 0.25%, and increase to 1% and above for traditional brokers. A survey of nearly 1,000 financial planners by Inside Information, a trade publication, found that the bigger the portfolio, the lower the percentage clients paid in fees.</p>\n<p>The median annual charge hovered at around 1% for portfolios of $1 million or less, and 0.5% for portfolios worth $5 million to $10 million.</p>\n<p>Robo advisers like those on offer from Goldman Sachs and Betterment differ from robo platforms like Robinhood. The former suggest portfolios focused on exchange-traded funds, while Robinhood allows users to invest in individual ETFs, stocks, options and even cryptocurrencies.</p>\n<p><b>Robo investing as a self-driving car</b></p>\n<p>Consumers have turned to robo-investing at unprecedented levels during the pandemic.</p>\n<p>The rate of new accounts opened jumped between 50% and 300% during the first quarter of 2020 compared to the fourth quarter of last year, according to a May report published by research and advisory firm Aite Group.</p>\n<p>So what is rob-investing? Think of it like a self-driving car.</p>\n<p>You put in your destination, buckle up in the backseat and your driver (robo adviser) will get there. You, the passenger, can’t easily slam the breaks if you fear your driver is leading you in the wrong direction. Nor can you put your foot on the gas pedal if you’re in a rush and want to get to your destination faster.</p>\n<p>Robo-investing platforms use advanced-trading algorithm software to design investment portfolios based on factors such as an individual’s appetite for risk-taking and desired short-term and long-term returns.</p>\n<p>There are over 200 platforms that provide these services charging typically no more than a 0.5% annual advisory fee, compared to the 1% annual fee human investment advisors charge.</p>\n<p>And rather than investing entirely on your own, which can become a second job and lead to emotional investment decisions, robo advisers handle buying and selling assets.</p>\n<p>Cynthia Loh, Schwab vice president of Digital Advice and Innovation, disagrees, and argues that robo investing doesn’t mean giving technology control of your money. Schwab, she said, has a team of investment experts who oversee investment strategy and keep watch during periods of market volatility, although some services have more input from humans than others.</p>\n<p>As she recently wrote on MarketWatch: “One common misconception about automated investing is that choosing a robo adviser essentially means handing control of your money over to robots. The truth is that robo solutions have a combination of automated and human components running things behind the scenes.”</p>\n<p><b>Robos appeal to inexperienced investors</b></p>\n<p>Robo investing tends to appeal to inexperienced investors or ones who don’t have the time or energy to manage their own portfolios. These investors can take comfort in the “set it and forget it approach to investing and overtime let the markets do their thing,” Barse said.</p>\n<p>That makes it much easier to stomach market volatility knowing that you don’t necessarily have to make spur-of-the-moment decisions to buy or sell assets, said Tiffany Lam-Balfour, an investing and retirement specialist at NerdWallet.</p>\n<p>“When you’re investing, you don’t want to keep looking at the market and going ‘Oh I need to get out of this,’” she said. “You want to leave it to the professionals to get you through it because they know what your time horizon is, and they’ll adjust your portfolio automatically for you.”</p>\n<p>That said, “you can’t just expect your investments will only go up. Even if you had the world’s best human financial adviser you can’t expect that.”</p>\n<p>Others disagree, and say robo advisers appeal to older investors. “Planning for and paying yourself in retirement is complex. There are many options out there to help investors through it, and robo investing is one of them,” Loh said.</p>\n<p>“Many thoughtful, long-term investors have discovered that they want a more modern, streamlined, and inexpensive way to invest, and robo investing fits the bill. They are happy to let technology handle the mundane activities that are harder and more time-consuming for investors to do themselves,” she added.</p>\n<p><b>There is often no door to knock on</b></p>\n<p>Your robo adviser only knows what you tell it. The simplistic questionnaire you’re required to fill out will on most robo-investing platforms will collect information on your annual income, desired age to retire and the level of risk you’re willing to take on.</p>\n<p>It won’t however know if you just had a child and would like to begin saving for their education down the road or if you recently lost your job.</p>\n<p>“The question then becomes to whom does that person go to for advice and does that platform offer that and if so, to what level of complexity?” said Barse.</p>\n<p>Not all platforms give individualized investment advice and the hybrid models that do offer advice from a human tend to charge higher annual fees.</p>\n<p>Additionally, a robo adviser won’t necessarily “manage your money with tax efficiency at front of mind,” said Roger Ma, a certified financial planner at Lifelaidout, a New York City-based financial advisory group.</p>\n<p>For instance, one common way investors offset the taxes they pay on long-term investments is by selling assets that have accrued losses. Traditional advisers often specialize in constructing portfolios that lead to the most tax-efficient outcomes, said Ma, who is the author of “Work Your Money, Not Your Life”.</p>\n<p>But with robo investing, the trades that are made for you are the same ones that are being made for a slew of other investors who may fall under a different tax-bracket than you.</p>\n<p>On top of that, while robo investing may feel like a simplistic way to get into investing, especially for beginners it can “overcomplicate investing,” Ma said.</p>\n<p>“If you are just looking to dip your toe in and you want to feel like you’re invested in a diversified portfolio, I wouldn’t say definitely don’t do a robo adviser,” he said.</p>\n<p>Don’t rule out investing through a target-date fund that selects a single fund to invest in and adjusts the position over time based on their investment goals, he added.</p>\n<p>But not everyone can tell the difference between robo advice and advice from a human being. In 2015, MarketWatch asked four prominent robo advisers and four of the traditional, flesh-and-blood variety to construct portfolios for a hypothetical 35-year-old investor with $40,000 to invest.</p>\n<p>The results were, perhaps, surprising for critics of robo advisers. The robots’ suggestions were “not massively different” from what the human advisers proposed, said Michael Kitces, Pinnacle Advisory Group’s research director, after reviewing the results.</p>\n<p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs is joining the robo-investing party — should you?</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\">\nGoldman Sachs is joining the robo-investing party — should you?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-19 19:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/goldman-sachs-is-joining-the-robo-investing-party-should-you-11613658128?mod=home-page><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Much like in Vegas, the house generally wins,” said Vance Barse, a San Diego, California-based financial advisor who runs a company called Your Dedicated Fiduciary.\n\nRobo investing has become ...</p>\n\n<a href=\"https://www.marketwatch.com/story/goldman-sachs-is-joining-the-robo-investing-party-should-you-11613658128?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/goldman-sachs-is-joining-the-robo-investing-party-should-you-11613658128?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161529893","content_text":"‘Much like in Vegas, the house generally wins,” said Vance Barse, a San Diego, California-based financial advisor who runs a company called Your Dedicated Fiduciary.\n\nRobo investing has become increasingly ubiquitous on practically every brokerage platform. Until Tuesday, Goldman Sachs GS, -0.91% restricted its robo-advisory service, Marcus, to people who had at least $10 million to invest.\nNow anyone with at least $1,000 to invest in can access the same trading algorithms that have been used by some of Goldman Sachs’ wealthiest clients for a 0.35% annual advisory fee. But investing experts say there are more costs to consider before jumping on the robo-investing train.\n“Much like in Vegas, the house generally wins,” said Vance Barse, a San Diego, California-based financial advisor who runs a company called Your Dedicated Fiduciary.\nAlthough the 35 basis-point price tag is a “loss leader” to Goldman Sachs, he said companies typically make such offers in order to attract clients to cross-sell them banking products.\n“People forget that banks are ultimately in the business of making money,” he said.\nGoldman Sachs declined to comment.\nThe company is among other major financial-services firms offering digital advisers, including Vanguard, Fidelity and Schwab SCHW, +1.03% and startups such as Betterment and Wealthfront.\nFees for robo advisers can start at around 0.25%, and increase to 1% and above for traditional brokers. A survey of nearly 1,000 financial planners by Inside Information, a trade publication, found that the bigger the portfolio, the lower the percentage clients paid in fees.\nThe median annual charge hovered at around 1% for portfolios of $1 million or less, and 0.5% for portfolios worth $5 million to $10 million.\nRobo advisers like those on offer from Goldman Sachs and Betterment differ from robo platforms like Robinhood. The former suggest portfolios focused on exchange-traded funds, while Robinhood allows users to invest in individual ETFs, stocks, options and even cryptocurrencies.\nRobo investing as a self-driving car\nConsumers have turned to robo-investing at unprecedented levels during the pandemic.\nThe rate of new accounts opened jumped between 50% and 300% during the first quarter of 2020 compared to the fourth quarter of last year, according to a May report published by research and advisory firm Aite Group.\nSo what is rob-investing? Think of it like a self-driving car.\nYou put in your destination, buckle up in the backseat and your driver (robo adviser) will get there. You, the passenger, can’t easily slam the breaks if you fear your driver is leading you in the wrong direction. Nor can you put your foot on the gas pedal if you’re in a rush and want to get to your destination faster.\nRobo-investing platforms use advanced-trading algorithm software to design investment portfolios based on factors such as an individual’s appetite for risk-taking and desired short-term and long-term returns.\nThere are over 200 platforms that provide these services charging typically no more than a 0.5% annual advisory fee, compared to the 1% annual fee human investment advisors charge.\nAnd rather than investing entirely on your own, which can become a second job and lead to emotional investment decisions, robo advisers handle buying and selling assets.\nCynthia Loh, Schwab vice president of Digital Advice and Innovation, disagrees, and argues that robo investing doesn’t mean giving technology control of your money. Schwab, she said, has a team of investment experts who oversee investment strategy and keep watch during periods of market volatility, although some services have more input from humans than others.\nAs she recently wrote on MarketWatch: “One common misconception about automated investing is that choosing a robo adviser essentially means handing control of your money over to robots. The truth is that robo solutions have a combination of automated and human components running things behind the scenes.”\nRobos appeal to inexperienced investors\nRobo investing tends to appeal to inexperienced investors or ones who don’t have the time or energy to manage their own portfolios. These investors can take comfort in the “set it and forget it approach to investing and overtime let the markets do their thing,” Barse said.\nThat makes it much easier to stomach market volatility knowing that you don’t necessarily have to make spur-of-the-moment decisions to buy or sell assets, said Tiffany Lam-Balfour, an investing and retirement specialist at NerdWallet.\n“When you’re investing, you don’t want to keep looking at the market and going ‘Oh I need to get out of this,’” she said. “You want to leave it to the professionals to get you through it because they know what your time horizon is, and they’ll adjust your portfolio automatically for you.”\nThat said, “you can’t just expect your investments will only go up. Even if you had the world’s best human financial adviser you can’t expect that.”\nOthers disagree, and say robo advisers appeal to older investors. “Planning for and paying yourself in retirement is complex. There are many options out there to help investors through it, and robo investing is one of them,” Loh said.\n“Many thoughtful, long-term investors have discovered that they want a more modern, streamlined, and inexpensive way to invest, and robo investing fits the bill. They are happy to let technology handle the mundane activities that are harder and more time-consuming for investors to do themselves,” she added.\nThere is often no door to knock on\nYour robo adviser only knows what you tell it. The simplistic questionnaire you’re required to fill out will on most robo-investing platforms will collect information on your annual income, desired age to retire and the level of risk you’re willing to take on.\nIt won’t however know if you just had a child and would like to begin saving for their education down the road or if you recently lost your job.\n“The question then becomes to whom does that person go to for advice and does that platform offer that and if so, to what level of complexity?” said Barse.\nNot all platforms give individualized investment advice and the hybrid models that do offer advice from a human tend to charge higher annual fees.\nAdditionally, a robo adviser won’t necessarily “manage your money with tax efficiency at front of mind,” said Roger Ma, a certified financial planner at Lifelaidout, a New York City-based financial advisory group.\nFor instance, one common way investors offset the taxes they pay on long-term investments is by selling assets that have accrued losses. Traditional advisers often specialize in constructing portfolios that lead to the most tax-efficient outcomes, said Ma, who is the author of “Work Your Money, Not Your Life”.\nBut with robo investing, the trades that are made for you are the same ones that are being made for a slew of other investors who may fall under a different tax-bracket than you.\nOn top of that, while robo investing may feel like a simplistic way to get into investing, especially for beginners it can “overcomplicate investing,” Ma said.\n“If you are just looking to dip your toe in and you want to feel like you’re invested in a diversified portfolio, I wouldn’t say definitely don’t do a robo adviser,” he said.\nDon’t rule out investing through a target-date fund that selects a single fund to invest in and adjusts the position over time based on their investment goals, he added.\nBut not everyone can tell the difference between robo advice and advice from a human being. In 2015, MarketWatch asked four prominent robo advisers and four of the traditional, flesh-and-blood variety to construct portfolios for a hypothetical 35-year-old investor with $40,000 to invest.\nThe results were, perhaps, surprising for critics of robo advisers. The robots’ suggestions were “not massively different” from what the human advisers proposed, said Michael Kitces, Pinnacle Advisory Group’s research director, after reviewing the results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}