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DeeEs

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2021-06-21

[强]

@桃李春风益点财:读懂鲍威尔的“弦外之音”！市场分水岭已经来临！

2021-06-14

Needs a strong heart to stay with PLTR

Palantir vs. C3.ai: Which Is the Better Artificial Intelligence Stock?

2021-06-10

Wow

One FAANG stock is quietly making new highs, and one strategist still sees it as a buy

2021-06-08

Expected

抱歉，原内容已删除

2021-06-08

Netflix getting a little stale

Netflix No Longer Fits in FAANG, But Here’s Who Does

2021-06-04

Can never be like last year

抱歉，原内容已删除

2021-03-30

Nice

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2021-03-30

Good amidst uncertainties

抱歉，原内容已删除

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","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164231012","repostId":"164357976","repostType":1,"repost":{"id":164357976,"gmtCreate":1624174249795,"gmtModify":1624265262965,"author":{"id":"3497328009582754","authorId":"3497328009582754","name":"桃李春风益点财","avatar":"https://static.tigerbbs.com/dc8827e0d2ccb8087a4e15cbe447ad5c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497328009582754","authorIdStr":"3497328009582754"},"themes":[],"title":"读懂鲍威尔的“弦外之音”！市场分水岭已经来临！","htmlText":"摘要：千呼万唤，翘首以盼，美联储在6月17日半夜，终于给我们发来了最新的政策更新。看似什么都没变，实则暗流涌动！鲍威尔的言外之意到底是什么？市场回了一张什么答卷？为什么说分水岭已经来临？本文聚焦本文聚焦 PART1：什么都没变？那是因为你没听懂“弦外之音” PART2：藏不住的真心：会震出内伤，还只是“膝跳反射”？ PART3：“不要和美联储作对”，但怎么做才是对？ 贝瑞研究声明：文中观点基于公开市场信息和历史数据形成，不作为直接投资建议，仅供交流，欢迎留言探讨投资见解。图注：图片源自网络，侵权请联系删除PART1：什么都没变？那是因为你没听懂“弦外之音”相信大家这两天已经被不少美联储的文章刷屏，我们也不重复无效信息，直接围绕着市场最关注的三大关键词——Taper、加息、通胀，来琢磨琢磨鲍威尔主席的新说法。 关于Taper，以后就看这个关键词 这次没有Taper。但鲍威尔已经第N次吐出了同样的关键词，这次也毫不意外，这个关键词叫substantial further progress（经济实质性的进展），而且人家还表示，当美联储决定改变路线时将会非常透明。所以，我们也别瞎猜，以后判读是否Taper，盯着美联储的文件搜索这3个单词就好。substantial further progress！substantial further progress！substantial further progress！重要的话打三遍。也顺道给大家澄清一个概念，市场上有些人把Taper和缩表混着说，其实这两者是有本质区别的。Taper是减少购买资产，但还是买——比如昨天买100，今天买90，只要还在买，就是还在投放流量性、还在“放水”，只是变少了。缩表则是不仅不买资产，还要卖资产——这才是真正的回收流动性。 关于加息：加息是假，收紧是真？ 加息是假的。首先字面上看，美联储是提升了IOER（","listText":"摘要：千呼万唤，翘首以盼，美联储在6月17日半夜，终于给我们发来了最新的政策更新。看似什么都没变，实则暗流涌动！鲍威尔的言外之意到底是什么？市场回了一张什么答卷？为什么说分水岭已经来临？本文聚焦本文聚焦 PART1：什么都没变？那是因为你没听懂“弦外之音” PART2：藏不住的真心：会震出内伤，还只是“膝跳反射”？ PART3：“不要和美联储作对”，但怎么做才是对？ 贝瑞研究声明：文中观点基于公开市场信息和历史数据形成，不作为直接投资建议，仅供交流，欢迎留言探讨投资见解。图注：图片源自网络，侵权请联系删除PART1：什么都没变？那是因为你没听懂“弦外之音”相信大家这两天已经被不少美联储的文章刷屏，我们也不重复无效信息，直接围绕着市场最关注的三大关键词——Taper、加息、通胀，来琢磨琢磨鲍威尔主席的新说法。 关于Taper，以后就看这个关键词 这次没有Taper。但鲍威尔已经第N次吐出了同样的关键词，这次也毫不意外，这个关键词叫substantial further progress（经济实质性的进展），而且人家还表示，当美联储决定改变路线时将会非常透明。所以，我们也别瞎猜，以后判读是否Taper，盯着美联储的文件搜索这3个单词就好。substantial further progress！substantial further progress！substantial further progress！重要的话打三遍。也顺道给大家澄清一个概念，市场上有些人把Taper和缩表混着说，其实这两者是有本质区别的。Taper是减少购买资产，但还是买——比如昨天买100，今天买90，只要还在买，就是还在投放流量性、还在“放水”，只是变少了。缩表则是不仅不买资产，还要卖资产——这才是真正的回收流动性。 关于加息：加息是假，收紧是真？ 加息是假的。首先字面上看，美联储是提升了IOER（","text":"摘要：千呼万唤，翘首以盼，美联储在6月17日半夜，终于给我们发来了最新的政策更新。看似什么都没变，实则暗流涌动！鲍威尔的言外之意到底是什么？市场回了一张什么答卷？为什么说分水岭已经来临？本文聚焦本文聚焦 PART1：什么都没变？那是因为你没听懂“弦外之音” PART2：藏不住的真心：会震出内伤，还只是“膝跳反射”？ PART3：“不要和美联储作对”，但怎么做才是对？ 贝瑞研究声明：文中观点基于公开市场信息和历史数据形成，不作为直接投资建议，仅供交流，欢迎留言探讨投资见解。图注：图片源自网络，侵权请联系删除PART1：什么都没变？那是因为你没听懂“弦外之音”相信大家这两天已经被不少美联储的文章刷屏，我们也不重复无效信息，直接围绕着市场最关注的三大关键词——Taper、加息、通胀，来琢磨琢磨鲍威尔主席的新说法。 关于Taper，以后就看这个关键词 这次没有Taper。但鲍威尔已经第N次吐出了同样的关键词，这次也毫不意外，这个关键词叫substantial further progress（经济实质性的进展），而且人家还表示，当美联储决定改变路线时将会非常透明。所以，我们也别瞎猜，以后判读是否Taper，盯着美联储的文件搜索这3个单词就好。substantial further progress！substantial further progress！substantial further progress！重要的话打三遍。也顺道给大家澄清一个概念，市场上有些人把Taper和缩表混着说，其实这两者是有本质区别的。Taper是减少购买资产，但还是买——比如昨天买100，今天买90，只要还在买，就是还在投放流量性、还在“放水”，只是变少了。缩表则是不仅不买资产，还要卖资产——这才是真正的回收流动性。 关于加息：加息是假，收紧是真？ 加息是假的。首先字面上看，美联储是提升了IOER（","images":[{"img":"https://static.tigerbbs.com/072fbf7244e5250b075e7b4f7dd17596","width":"1080","height":"734"},{"img":"https://static.tigerbbs.com/c1a3dbd7e334f4a1b97c3ac92e74e238","width":"605","height":"303"},{"img":"https://static.tigerbbs.com/0a6652af46f151459b15f70959441798","width":"1020","height":"1350"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164357976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185801112,"gmtCreate":1623639172936,"gmtModify":1634030806409,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"Needs a strong heart to stay with PLTR","listText":"Needs a strong heart to stay with PLTR","text":"Needs a strong heart to stay with PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/185801112","repostId":"1180874867","repostType":4,"repost":{"id":"1180874867","kind":"news","pubTimestamp":1623635718,"share":"https://www.laohu8.com/m/news/1180874867?lang=&edition=full","pubTime":"2021-06-14 09:55","market":"us","language":"en","title":"Palantir vs. C3.ai: Which Is the Better Artificial Intelligence Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1180874867","media":"Motley Fool","summary":"One is controversial; the other is exposed to more macro headwinds.","content":"<p><b>Palantir</b>&nbsp;(NYSE:PLTR)&nbsp;and&nbsp;<b>C3.ai</b>&nbsp;(NYSE:AI)&nbsp;both help organizations and companies crunch data with AI-powered tools.</p>\n<p>Palantir, which generates more than half its revenue from government contracts, wants its Gotham platform to become the \"default operating system for data\" across the U.S. government. Its Foundry platform provides data-mining tools to large commercial customers.</p>\n<p>C3.ai serves a wide range of clients across the commercial, industrial, and government sectors. It generates most of its revenue from energy giants like&nbsp;<b>Baker Hughes</b>&nbsp;and&nbsp;<b>ENGIE</b>.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0f7a2339e0b8de3ba56318f8cab73d4\" tg-width=\"2000\" tg-height=\"1076\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>Palantir -- which went public via a&nbsp;direct listing&nbsp;last September -- started trading at $10 per share, surged to the high $30s in February, and now trades in the mid-$20s. C3.ai went public at $42 per share via an IPO last December, opened at $100 on the first day, but now trades in the low $60s.</p>\n<p>Both stocks have underperformed the S&amp;P 500 this year as investors have been moving from growth to value stocks, but is one of these companies a better long-term play on the&nbsp;booming AI market?</p>\n<p><b>The differences between Palantir and C3.ai</b></p>\n<p>Palantir, which is named after the all-seeing orbs from<i>The Lord of the Ring</i>s, helps organizations accumulate data on individuals from disparate sources, then processes it with algorithms to make data-driven decisions.</p>\n<p>Palantir's biggest customer is the U.S. government, and its tools are used by the CIA, FBI, ICE, and all branches of the military. Its technology was reportedly used to hunt down Osama bin Laden in 2011, but it was also used by ICE in recent years to locate and deport undocumented immigrants.</p>\n<p>C3.ai initially only served energy companies before expanding into other markets. Unlike Palantir, which gathers data from external and internal sources, C3.ai mainly uses a company's internal operations.</p>\n<p>C3.ai's algorithms can schedule maintenance routines, detect fraud, optimize inventories, and improve CRM (customer relationship management) systems. In short, it's a lot less controversial bet than Palantir.</p>\n<p><b>How fast is Palantir growing?</b></p>\n<p>Palantir's revenue increased 47% to $1.1 billion&nbsp;in 2020. Its government revenue rose 77% as its commercial revenue grew 22%.</p>\n<p>It expanded its government contracts with the FDA, U.S. Army, and&nbsp;U.S. Air Force, and its commercial business attracted big customers including&nbsp;<b>Rio Tinto</b>,<b>PG&amp;E</b>, and&nbsp;<b>BP</b>. Its adjusted gross and operating margins expanded, but it still posted a net loss of $1.2 billion -- compared to a loss of $580 million in 2019.</p>\n<p>In the first quarter of 2021, Palantir's revenue rose 49% year-over-year to $341 million, with 76% growth in its government business and 19% growth in its commercial business. Its adjusted gross and operating margins expanded again, but its net loss again widened, from $54.3 million to $123.5 million. On the bright side, its&nbsp;adjusted EBITDA&nbsp;turned positive with a profit of $119.8 million -- but that excludes its stock-based compensation and a lot of \"one time\" expenses.</p>\n<p>Wall Street expects Palantir's revenue to rise 35% this year, while the company expects its annual revenue to increase more than 30% every year through 2025. That confident outlook indicates a belief that its government business will remain stable as it gradually gains more commercial customers, but the company could remain steeped in controversy about data-gathering and deeply unprofitable for years to come.</p>\n<p><b>How fast is C3.ai growing?</b></p>\n<p>C3.ai's revenue rose 17% to $183.2 million in&nbsp;fiscal 2021, which ended in April. That marked a significant slowdown from its 71% growth in 2020, mainly due to pandemic-related disruptions of the energy and industrial sectors.</p>\n<p>Its average contract value also decreased from $12.1 million in 2020 to $7.2 million in 2021, even as it initiated new enterprise AI projects with big customers like&nbsp;<b>3M</b>,<b>Consolidated Edison</b>,<b>Shell</b>, and the New York Power Authority. But its total number of customers rose 82% to 89 at the end of the year, which indicates its business could recover quickly after the pandemic ends. It expects its revenue to increase 33% to 35% in the current fiscal year.</p>\n<p>C3.ai's adjusted gross margin stayed flat in fiscal 2021 as its operating margin remained in the red, but its net loss narrowed year-over-year from $69.4 million to $55.7 million. It doesn't calculate its profits in adjusted EBITDA terms, and analysts expect it to stay unprofitable for the foreseeable future.</p>\n<p><b>The valuations and verdict</b></p>\n<p>Palantir and C3.ai trade at 31 and 26 times this year's sales, respectively. Those high price-to-sales ratios indicate neither stock is cheap in this market, especially as&nbsp;investors rotate&nbsp;from growth to value stocks.</p>\n<p>That said, it makes more sense to invest in the company that is more dependent on stable government customers than the one that relies heavily on the macro-sensitive energy and industrial sectors. It also makes more sense to invest in the company with superior revenue growth if both stocks are trading at comparable price-to-sales ratios.</p>\n<p>Therefore, Palantir might be more controversial than C3.ai, but I believe it's the better growth play in the AI market. C3.ai's long-term prospects still look bright, but its stock remains too expensive relative to its growth.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir vs. C3.ai: Which Is the Better Artificial Intelligence Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir vs. C3.ai: Which Is the Better Artificial Intelligence Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/13/palantir-vs-c3ai-which-is-the-better-artificial-in/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir (NYSE:PLTR) and C3.ai (NYSE:AI) both help organizations and companies crunch data with AI-powered tools.\nPalantir, which generates more than half its revenue from government contracts, wants ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/13/palantir-vs-c3ai-which-is-the-better-artificial-in/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc.","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/06/13/palantir-vs-c3ai-which-is-the-better-artificial-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180874867","content_text":"Palantir (NYSE:PLTR) and C3.ai (NYSE:AI) both help organizations and companies crunch data with AI-powered tools.\nPalantir, which generates more than half its revenue from government contracts, wants its Gotham platform to become the \"default operating system for data\" across the U.S. government. Its Foundry platform provides data-mining tools to large commercial customers.\nC3.ai serves a wide range of clients across the commercial, industrial, and government sectors. It generates most of its revenue from energy giants like Baker Hughes and ENGIE.\nIMAGE SOURCE: GETTY IMAGES.\nPalantir -- which went public via a direct listing last September -- started trading at $10 per share, surged to the high $30s in February, and now trades in the mid-$20s. C3.ai went public at $42 per share via an IPO last December, opened at $100 on the first day, but now trades in the low $60s.\nBoth stocks have underperformed the S&P 500 this year as investors have been moving from growth to value stocks, but is one of these companies a better long-term play on the booming AI market?\nThe differences between Palantir and C3.ai\nPalantir, which is named after the all-seeing orbs fromThe Lord of the Rings, helps organizations accumulate data on individuals from disparate sources, then processes it with algorithms to make data-driven decisions.\nPalantir's biggest customer is the U.S. government, and its tools are used by the CIA, FBI, ICE, and all branches of the military. Its technology was reportedly used to hunt down Osama bin Laden in 2011, but it was also used by ICE in recent years to locate and deport undocumented immigrants.\nC3.ai initially only served energy companies before expanding into other markets. Unlike Palantir, which gathers data from external and internal sources, C3.ai mainly uses a company's internal operations.\nC3.ai's algorithms can schedule maintenance routines, detect fraud, optimize inventories, and improve CRM (customer relationship management) systems. In short, it's a lot less controversial bet than Palantir.\nHow fast is Palantir growing?\nPalantir's revenue increased 47% to $1.1 billion in 2020. Its government revenue rose 77% as its commercial revenue grew 22%.\nIt expanded its government contracts with the FDA, U.S. Army, and U.S. Air Force, and its commercial business attracted big customers including Rio Tinto,PG&E, and BP. Its adjusted gross and operating margins expanded, but it still posted a net loss of $1.2 billion -- compared to a loss of $580 million in 2019.\nIn the first quarter of 2021, Palantir's revenue rose 49% year-over-year to $341 million, with 76% growth in its government business and 19% growth in its commercial business. Its adjusted gross and operating margins expanded again, but its net loss again widened, from $54.3 million to $123.5 million. On the bright side, its adjusted EBITDA turned positive with a profit of $119.8 million -- but that excludes its stock-based compensation and a lot of \"one time\" expenses.\nWall Street expects Palantir's revenue to rise 35% this year, while the company expects its annual revenue to increase more than 30% every year through 2025. That confident outlook indicates a belief that its government business will remain stable as it gradually gains more commercial customers, but the company could remain steeped in controversy about data-gathering and deeply unprofitable for years to come.\nHow fast is C3.ai growing?\nC3.ai's revenue rose 17% to $183.2 million in fiscal 2021, which ended in April. That marked a significant slowdown from its 71% growth in 2020, mainly due to pandemic-related disruptions of the energy and industrial sectors.\nIts average contract value also decreased from $12.1 million in 2020 to $7.2 million in 2021, even as it initiated new enterprise AI projects with big customers like 3M,Consolidated Edison,Shell, and the New York Power Authority. But its total number of customers rose 82% to 89 at the end of the year, which indicates its business could recover quickly after the pandemic ends. It expects its revenue to increase 33% to 35% in the current fiscal year.\nC3.ai's adjusted gross margin stayed flat in fiscal 2021 as its operating margin remained in the red, but its net loss narrowed year-over-year from $69.4 million to $55.7 million. It doesn't calculate its profits in adjusted EBITDA terms, and analysts expect it to stay unprofitable for the foreseeable future.\nThe valuations and verdict\nPalantir and C3.ai trade at 31 and 26 times this year's sales, respectively. Those high price-to-sales ratios indicate neither stock is cheap in this market, especially as investors rotate from growth to value stocks.\nThat said, it makes more sense to invest in the company that is more dependent on stable government customers than the one that relies heavily on the macro-sensitive energy and industrial sectors. It also makes more sense to invest in the company with superior revenue growth if both stocks are trading at comparable price-to-sales ratios.\nTherefore, Palantir might be more controversial than C3.ai, but I believe it's the better growth play in the AI market. C3.ai's long-term prospects still look bright, but its stock remains too expensive relative to its growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189675396,"gmtCreate":1623263113315,"gmtModify":1634035210583,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/189675396","repostId":"1141275388","repostType":4,"repost":{"id":"1141275388","kind":"news","pubTimestamp":1623243740,"share":"https://www.laohu8.com/m/news/1141275388?lang=&edition=full","pubTime":"2021-06-09 21:02","market":"us","language":"en","title":"One FAANG stock is quietly making new highs, and one strategist still sees it as a buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1141275388","media":"cnbc","summary":"TheS&P 500may be struggling to crack its record high, but one FAANG stock is already there.Facebookmade a fresh all-time high on Tuesday for a second day in a row. The rest of the FAANG stocks —Apple,Amazon,NetflixandGoogle parent Alphabet— have not broken through to their own since at least April.In the same interview, Gina Sanchez, CEO of Chantico Global and chief market strategist at Lido Advisors, said Amazon looks to be one of the better picks of the bunch.Amazon trades at 51.5 times forwar","content":"<div>\n<p>TheS&P 500may be struggling to crack its record high, but one FAANG stock is already there.\nFacebookmade a fresh all-time high on Tuesday for a second day in a row. The rest of the FAANG stocks —Apple...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/facebook-stock-smashes-record-and-strategist-still-sees-it-as-a-buy.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>One FAANG stock is quietly making new highs, and one strategist still sees it as a buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nOne FAANG stock is quietly making new highs, and one strategist still sees it as a buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/09/facebook-stock-smashes-record-and-strategist-still-sees-it-as-a-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TheS&P 500may be struggling to crack its record high, but one FAANG stock is already there.\nFacebookmade a fresh all-time high on Tuesday for a second day in a row. The rest of the FAANG stocks —Apple...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/facebook-stock-smashes-record-and-strategist-still-sees-it-as-a-buy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊","NFLX":"奈飞","GOOG":"谷歌"},"source_url":"https://www.cnbc.com/2021/06/09/facebook-stock-smashes-record-and-strategist-still-sees-it-as-a-buy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1141275388","content_text":"TheS&P 500may be struggling to crack its record high, but one FAANG stock is already there.\nFacebookmade a fresh all-time high on Tuesday for a second day in a row. The rest of the FAANG stocks —Apple,Amazon,NetflixandGoogle parent Alphabet— have not broken through to their own since at least April.\nMichael Binger, president of Gradient Investments, says Facebook’s win streak is not over.\n“Facebook is continuing to be a buy for us. We own it I would add more if you don’t own it here. It’s the best consumer-driven internet play out there in my opinion. They’ve got a great advertising platform, 18 to 20% growth for the next several years. You’re getting that at a reasonable price,” Binger told CNBC’s “Trading Nation” on Tuesday.\nFacebook is the second-best FAANG performer this year, behind Alphabet, rising 22%.\nBut, that’s not the only stock in the bunch that Binger likes. He highlights Alphabet as one of his other top picks. On Alphabet, he says the company is a “leader of the pack” with its Google search and YouTube video platform.\nApple, too, is a buy for Binger after its sharp pullback. That stock has fallen 13% from a January peak.\n“I see Apple as a core holding, we own it, we love it and I think you could buy it right here on this pullback. The PE multiple has actually come down to the low-20s right now. So, I like Apple here,” he said.\nIn the same interview, Gina Sanchez, CEO of Chantico Global and chief market strategist at Lido Advisors, said Amazon looks to be one of the better picks of the bunch.\n“This is where that fine nuance between growth and price leads you to growth-at-a-reasonable price,” Sanchez said. “Amazon, even though it’s probably one of the most highly priced of all of the FAANGs, has a more interesting road ahead because they had strong growth during the pandemic. They’re probably going to lock in those consumers, their cloud business is still growing dramatically, and so the roadmap for them is very good.”\nAmazon trades at 51.5 times forward earnings. Facebook, the cheapest of the bunch, trades with a multiple of less than 24 times.\n“When you look at these interesting stocks, Amazon seems fairly priced given that it has still significant growth to come,” she said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117897480,"gmtCreate":1623128041840,"gmtModify":1634036638181,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"Expected&nbsp;","listText":"Expected&nbsp;","text":"Expected","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/117897480","repostId":"2141827253","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117897320,"gmtCreate":1623127978860,"gmtModify":1631886132513,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"Netflix getting a little stale","listText":"Netflix getting a little stale","text":"Netflix getting a little stale","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/117897320","repostId":"1132295574","repostType":4,"repost":{"id":"1132295574","kind":"news","pubTimestamp":1623122984,"share":"https://www.laohu8.com/m/news/1132295574?lang=&edition=full","pubTime":"2021-06-08 11:29","market":"us","language":"en","title":"Netflix No Longer Fits in FAANG, But Here’s Who Does","url":"https://stock-news.laohu8.com/highlight/detail?id=1132295574","media":"The Street","summary":"With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in fav","content":"<blockquote><b>With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in favor of FANGMAN.</b></blockquote><p>Nearly a decade ago, TheStreet’s founderJim Cramercoined the acronym FANG, later updated to FAANG, for companies supremely dominant in their respective markets and their stocks’ resulting proclivity for outperformance.</p><p>For the nascent streaming industry, Netflix’s&nbsp;(<b>NFLX</b>) -Get Report&nbsp;position was among the most secure in the shorthand slang for tech titans Facebook&nbsp;(<b>FB</b>) -Get Report&nbsp;in social media, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;in consumer devices, Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;in e-commerce and Alphabet&nbsp;(<b>GOOGL</b>) -Get Report&nbsp;in search.</p><p>However, as more and more players enter the streaming space, perhaps Netflix's dominance and therefore its place in Cramer’s coinage might be more tenuous.</p><p>Indeed, while the Los Gatos, California-based company still leads the pack in terms of subscriber share, the lead is shrinking. Per a recent report from Ampere Analysis, Netflix’s market share was cut by nearly one-third, from 29% to 20% of the total market, as competitors like Disney&nbsp;(<b>DIS</b>) -Get Report&nbsp;have challenged for the streaming crown and seriously damaged the company’s growth story.</p><p>“I think it’s been disconnected from the [rest of the FAANG] group for a while now given its business is extremely different from other members,” Joel Kulina, SVP of Equity Trading at Wedbush Securities said. “It's still a good proxy for large cap growth sentiment but that’s about it.”</p><p><b>Microsoft Moving In?</b></p><p>Given the shortcoming of Netflix in terms of fitting in with the rest of FAANG, debate has been kickstarted over a potential replacement.</p><p>While FAANG was built upon dominance in a particular industry by Cramer, each of the companies that encompass the acronym, save Netflix, have become diversified companies with benefits from multiple industries and strong network effects.</p><p>Apple’s pivot to services has been well-publicized and undergirded its long-term bull thesis; Alphabet has expanded very successfully into video through its acquisition of Youtube and rapidly grown its cloud business while it continues to make many bets in fields as disparate as video games and autonomous vehicles; Facebook has acquired to assert dominance in social media; and Amazon’s cloud dominance has overshadowed its retail beginnings to bolster all of its businesses.</p><p>Through these platforms that branch across numerous industries, each company has been able to benefit from mutualistic business models that cement their status as a dominant tech player. The same cannot be said for Netflix. In order to correct for this glaring dissimilarity, Microsoft&nbsp;(<b>MSFT</b>) -Get Report&nbsp;might be a perfect replacement.</p><p>While the Redmond, Washington-based company has long held a stranglehold on operating systems as its core business, its forays into gaming, advertising and especially cloud computing have taken the company to new heights. In fact, about one-third of the company’s overall revenue is now derived from its cloud business, building upon its longstanding dominance in software.</p><p>Indeed, as CEO Satya Nadella teases a major update to Windows operating systems at the company’s Build 2021 event in late May while signaling an intention to dive deeper than ever into cutting edge technology in cloud, the dominant and well-diversified company is clearly more similar to Facebook, Amazon, Apple and Google than Netflix’s decidedly concentrated business. Like those other companies, Microsoft is dominant in one area of the business while still growing rapidly in others.</p><p>Further, while Cramer did not envision the group as a valuation-based grouping, the staggering gap between Netflix and the rest of its FAANG peers is becoming only more notable. While Netflix sports a still healthy market cap of just over $200 billion, it pales in comparison to the market cap’s of the rest of the grouping, which range from just under $1 trillion in Facebook's case to in excess of $2 trillion for Apple.</p><p>In terms of market-moving ability, this leaves Netflix as somewhat of a laggard and therefore less useful for the grouping’s service as a market indicator.</p><p><b>Addition, Not Subtraction</b></p><p>Still, part of the ubiquity of the FAANG name is not entirely based upon its application to markets. A great degree of credit belongs to the catchiness of the name itself, meaning FAAMG or FAMGA might leave a great deal to be desired in terms of catching on.</p><p>As a result, Wedbush’s Kulina argues that Netflix need not be removed. Instead, he argues for the addition of both Microsoft and his chosen semiconductor stalwart Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;to result in the catchy FANGMAN.</p><p>“Many have tried to include Microsoft in with others but it doesn’t roll off the tongue as easily,” he commented. “FANGMAN has been one of the better ones I’ve come across, easy to say; includes large cap growth names across various pockets of tech.”</p><p>Certainly Nvidia would also fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.</p><p>In terms of diversifying, CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.</p><p>While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group.</p><p>As such, Netflix may not need to be removed from FAANG as it still clings to a lead in streaming amidst the wave of entrants to the industry, but it may need to at least move into a slightly more crowded market mnemonic.</p>","source":"lsy1610613172068","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>Netflix No Longer Fits in FAANG, But Here’s Who Does</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix No Longer Fits in FAANG, But Here’s Who Does\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/netflix-no-longer-fits-in-faang-heres-who-does><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in favor of FANGMAN.Nearly a decade ago, TheStreet’s founderJim Cramercoined the acronym FANG, later ...</p>\n\n<a href=\"https://www.thestreet.com/investing/netflix-no-longer-fits-in-faang-heres-who-does\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","MSFT":"微软","NVDA":"英伟达"},"source_url":"https://www.thestreet.com/investing/netflix-no-longer-fits-in-faang-heres-who-does","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132295574","content_text":"With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in favor of FANGMAN.Nearly a decade ago, TheStreet’s founderJim Cramercoined the acronym FANG, later updated to FAANG, for companies supremely dominant in their respective markets and their stocks’ resulting proclivity for outperformance.For the nascent streaming industry, Netflix’s (NFLX) -Get Report position was among the most secure in the shorthand slang for tech titans Facebook (FB) -Get Report in social media, Apple (AAPL) -Get Report in consumer devices, Amazon (AMZN) -Get Report in e-commerce and Alphabet (GOOGL) -Get Report in search.However, as more and more players enter the streaming space, perhaps Netflix's dominance and therefore its place in Cramer’s coinage might be more tenuous.Indeed, while the Los Gatos, California-based company still leads the pack in terms of subscriber share, the lead is shrinking. Per a recent report from Ampere Analysis, Netflix’s market share was cut by nearly one-third, from 29% to 20% of the total market, as competitors like Disney (DIS) -Get Report have challenged for the streaming crown and seriously damaged the company’s growth story.“I think it’s been disconnected from the [rest of the FAANG] group for a while now given its business is extremely different from other members,” Joel Kulina, SVP of Equity Trading at Wedbush Securities said. “It's still a good proxy for large cap growth sentiment but that’s about it.”Microsoft Moving In?Given the shortcoming of Netflix in terms of fitting in with the rest of FAANG, debate has been kickstarted over a potential replacement.While FAANG was built upon dominance in a particular industry by Cramer, each of the companies that encompass the acronym, save Netflix, have become diversified companies with benefits from multiple industries and strong network effects.Apple’s pivot to services has been well-publicized and undergirded its long-term bull thesis; Alphabet has expanded very successfully into video through its acquisition of Youtube and rapidly grown its cloud business while it continues to make many bets in fields as disparate as video games and autonomous vehicles; Facebook has acquired to assert dominance in social media; and Amazon’s cloud dominance has overshadowed its retail beginnings to bolster all of its businesses.Through these platforms that branch across numerous industries, each company has been able to benefit from mutualistic business models that cement their status as a dominant tech player. The same cannot be said for Netflix. In order to correct for this glaring dissimilarity, Microsoft (MSFT) -Get Report might be a perfect replacement.While the Redmond, Washington-based company has long held a stranglehold on operating systems as its core business, its forays into gaming, advertising and especially cloud computing have taken the company to new heights. In fact, about one-third of the company’s overall revenue is now derived from its cloud business, building upon its longstanding dominance in software.Indeed, as CEO Satya Nadella teases a major update to Windows operating systems at the company’s Build 2021 event in late May while signaling an intention to dive deeper than ever into cutting edge technology in cloud, the dominant and well-diversified company is clearly more similar to Facebook, Amazon, Apple and Google than Netflix’s decidedly concentrated business. Like those other companies, Microsoft is dominant in one area of the business while still growing rapidly in others.Further, while Cramer did not envision the group as a valuation-based grouping, the staggering gap between Netflix and the rest of its FAANG peers is becoming only more notable. While Netflix sports a still healthy market cap of just over $200 billion, it pales in comparison to the market cap’s of the rest of the grouping, which range from just under $1 trillion in Facebook's case to in excess of $2 trillion for Apple.In terms of market-moving ability, this leaves Netflix as somewhat of a laggard and therefore less useful for the grouping’s service as a market indicator.Addition, Not SubtractionStill, part of the ubiquity of the FAANG name is not entirely based upon its application to markets. A great degree of credit belongs to the catchiness of the name itself, meaning FAAMG or FAMGA might leave a great deal to be desired in terms of catching on.As a result, Wedbush’s Kulina argues that Netflix need not be removed. Instead, he argues for the addition of both Microsoft and his chosen semiconductor stalwart Nvidia (NVDA) -Get Report to result in the catchy FANGMAN.“Many have tried to include Microsoft in with others but it doesn’t roll off the tongue as easily,” he commented. “FANGMAN has been one of the better ones I’ve come across, easy to say; includes large cap growth names across various pockets of tech.”Certainly Nvidia would also fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.In terms of diversifying, CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group.As such, Netflix may not need to be removed from FAANG as it still clings to a lead in streaming amidst the wave of entrants to the industry, but it may need to at least move into a slightly more crowded market mnemonic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116513687,"gmtCreate":1622811111349,"gmtModify":1634097799896,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"Can never be like last year","listText":"Can never be like last year","text":"Can never be like last year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/116513687","repostId":"2140403667","repostType":4,"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355596626,"gmtCreate":1617082082365,"gmtModify":1634522748950,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355596626","repostId":"2123526410","repostType":4,"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355596042,"gmtCreate":1617081966286,"gmtModify":1634522749411,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"Good amidst uncertainties","listText":"Good amidst uncertainties","text":"Good amidst uncertainties","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/355596042","repostId":"2123251014","repostType":4,"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":185801112,"gmtCreate":1623639172936,"gmtModify":1634030806409,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"Needs a strong heart to stay with PLTR","listText":"Needs a strong heart to stay with PLTR","text":"Needs a strong heart to stay with PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/185801112","repostId":"1180874867","repostType":4,"repost":{"id":"1180874867","kind":"news","pubTimestamp":1623635718,"share":"https://www.laohu8.com/m/news/1180874867?lang=&edition=full","pubTime":"2021-06-14 09:55","market":"us","language":"en","title":"Palantir vs. C3.ai: Which Is the Better Artificial Intelligence Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1180874867","media":"Motley Fool","summary":"One is controversial; the other is exposed to more macro headwinds.","content":"<p><b>Palantir</b>&nbsp;(NYSE:PLTR)&nbsp;and&nbsp;<b>C3.ai</b>&nbsp;(NYSE:AI)&nbsp;both help organizations and companies crunch data with AI-powered tools.</p>\n<p>Palantir, which generates more than half its revenue from government contracts, wants its Gotham platform to become the \"default operating system for data\" across the U.S. government. Its Foundry platform provides data-mining tools to large commercial customers.</p>\n<p>C3.ai serves a wide range of clients across the commercial, industrial, and government sectors. It generates most of its revenue from energy giants like&nbsp;<b>Baker Hughes</b>&nbsp;and&nbsp;<b>ENGIE</b>.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0f7a2339e0b8de3ba56318f8cab73d4\" tg-width=\"2000\" tg-height=\"1076\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>Palantir -- which went public via a&nbsp;direct listing&nbsp;last September -- started trading at $10 per share, surged to the high $30s in February, and now trades in the mid-$20s. C3.ai went public at $42 per share via an IPO last December, opened at $100 on the first day, but now trades in the low $60s.</p>\n<p>Both stocks have underperformed the S&amp;P 500 this year as investors have been moving from growth to value stocks, but is one of these companies a better long-term play on the&nbsp;booming AI market?</p>\n<p><b>The differences between Palantir and C3.ai</b></p>\n<p>Palantir, which is named after the all-seeing orbs from<i>The Lord of the Ring</i>s, helps organizations accumulate data on individuals from disparate sources, then processes it with algorithms to make data-driven decisions.</p>\n<p>Palantir's biggest customer is the U.S. government, and its tools are used by the CIA, FBI, ICE, and all branches of the military. Its technology was reportedly used to hunt down Osama bin Laden in 2011, but it was also used by ICE in recent years to locate and deport undocumented immigrants.</p>\n<p>C3.ai initially only served energy companies before expanding into other markets. Unlike Palantir, which gathers data from external and internal sources, C3.ai mainly uses a company's internal operations.</p>\n<p>C3.ai's algorithms can schedule maintenance routines, detect fraud, optimize inventories, and improve CRM (customer relationship management) systems. In short, it's a lot less controversial bet than Palantir.</p>\n<p><b>How fast is Palantir growing?</b></p>\n<p>Palantir's revenue increased 47% to $1.1 billion&nbsp;in 2020. Its government revenue rose 77% as its commercial revenue grew 22%.</p>\n<p>It expanded its government contracts with the FDA, U.S. Army, and&nbsp;U.S. Air Force, and its commercial business attracted big customers including&nbsp;<b>Rio Tinto</b>,<b>PG&amp;E</b>, and&nbsp;<b>BP</b>. Its adjusted gross and operating margins expanded, but it still posted a net loss of $1.2 billion -- compared to a loss of $580 million in 2019.</p>\n<p>In the first quarter of 2021, Palantir's revenue rose 49% year-over-year to $341 million, with 76% growth in its government business and 19% growth in its commercial business. Its adjusted gross and operating margins expanded again, but its net loss again widened, from $54.3 million to $123.5 million. On the bright side, its&nbsp;adjusted EBITDA&nbsp;turned positive with a profit of $119.8 million -- but that excludes its stock-based compensation and a lot of \"one time\" expenses.</p>\n<p>Wall Street expects Palantir's revenue to rise 35% this year, while the company expects its annual revenue to increase more than 30% every year through 2025. That confident outlook indicates a belief that its government business will remain stable as it gradually gains more commercial customers, but the company could remain steeped in controversy about data-gathering and deeply unprofitable for years to come.</p>\n<p><b>How fast is C3.ai growing?</b></p>\n<p>C3.ai's revenue rose 17% to $183.2 million in&nbsp;fiscal 2021, which ended in April. That marked a significant slowdown from its 71% growth in 2020, mainly due to pandemic-related disruptions of the energy and industrial sectors.</p>\n<p>Its average contract value also decreased from $12.1 million in 2020 to $7.2 million in 2021, even as it initiated new enterprise AI projects with big customers like&nbsp;<b>3M</b>,<b>Consolidated Edison</b>,<b>Shell</b>, and the New York Power Authority. But its total number of customers rose 82% to 89 at the end of the year, which indicates its business could recover quickly after the pandemic ends. It expects its revenue to increase 33% to 35% in the current fiscal year.</p>\n<p>C3.ai's adjusted gross margin stayed flat in fiscal 2021 as its operating margin remained in the red, but its net loss narrowed year-over-year from $69.4 million to $55.7 million. It doesn't calculate its profits in adjusted EBITDA terms, and analysts expect it to stay unprofitable for the foreseeable future.</p>\n<p><b>The valuations and verdict</b></p>\n<p>Palantir and C3.ai trade at 31 and 26 times this year's sales, respectively. Those high price-to-sales ratios indicate neither stock is cheap in this market, especially as&nbsp;investors rotate&nbsp;from growth to value stocks.</p>\n<p>That said, it makes more sense to invest in the company that is more dependent on stable government customers than the one that relies heavily on the macro-sensitive energy and industrial sectors. It also makes more sense to invest in the company with superior revenue growth if both stocks are trading at comparable price-to-sales ratios.</p>\n<p>Therefore, Palantir might be more controversial than C3.ai, but I believe it's the better growth play in the AI market. C3.ai's long-term prospects still look bright, but its stock remains too expensive relative to its growth.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir vs. C3.ai: Which Is the Better Artificial Intelligence Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir vs. C3.ai: Which Is the Better Artificial Intelligence Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/13/palantir-vs-c3ai-which-is-the-better-artificial-in/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir (NYSE:PLTR) and C3.ai (NYSE:AI) both help organizations and companies crunch data with AI-powered tools.\nPalantir, which generates more than half its revenue from government contracts, wants ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/13/palantir-vs-c3ai-which-is-the-better-artificial-in/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc.","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/06/13/palantir-vs-c3ai-which-is-the-better-artificial-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180874867","content_text":"Palantir (NYSE:PLTR) and C3.ai (NYSE:AI) both help organizations and companies crunch data with AI-powered tools.\nPalantir, which generates more than half its revenue from government contracts, wants its Gotham platform to become the \"default operating system for data\" across the U.S. government. Its Foundry platform provides data-mining tools to large commercial customers.\nC3.ai serves a wide range of clients across the commercial, industrial, and government sectors. It generates most of its revenue from energy giants like Baker Hughes and ENGIE.\nIMAGE SOURCE: GETTY IMAGES.\nPalantir -- which went public via a direct listing last September -- started trading at $10 per share, surged to the high $30s in February, and now trades in the mid-$20s. C3.ai went public at $42 per share via an IPO last December, opened at $100 on the first day, but now trades in the low $60s.\nBoth stocks have underperformed the S&P 500 this year as investors have been moving from growth to value stocks, but is one of these companies a better long-term play on the booming AI market?\nThe differences between Palantir and C3.ai\nPalantir, which is named after the all-seeing orbs fromThe Lord of the Rings, helps organizations accumulate data on individuals from disparate sources, then processes it with algorithms to make data-driven decisions.\nPalantir's biggest customer is the U.S. government, and its tools are used by the CIA, FBI, ICE, and all branches of the military. Its technology was reportedly used to hunt down Osama bin Laden in 2011, but it was also used by ICE in recent years to locate and deport undocumented immigrants.\nC3.ai initially only served energy companies before expanding into other markets. Unlike Palantir, which gathers data from external and internal sources, C3.ai mainly uses a company's internal operations.\nC3.ai's algorithms can schedule maintenance routines, detect fraud, optimize inventories, and improve CRM (customer relationship management) systems. In short, it's a lot less controversial bet than Palantir.\nHow fast is Palantir growing?\nPalantir's revenue increased 47% to $1.1 billion in 2020. Its government revenue rose 77% as its commercial revenue grew 22%.\nIt expanded its government contracts with the FDA, U.S. Army, and U.S. Air Force, and its commercial business attracted big customers including Rio Tinto,PG&E, and BP. Its adjusted gross and operating margins expanded, but it still posted a net loss of $1.2 billion -- compared to a loss of $580 million in 2019.\nIn the first quarter of 2021, Palantir's revenue rose 49% year-over-year to $341 million, with 76% growth in its government business and 19% growth in its commercial business. Its adjusted gross and operating margins expanded again, but its net loss again widened, from $54.3 million to $123.5 million. On the bright side, its adjusted EBITDA turned positive with a profit of $119.8 million -- but that excludes its stock-based compensation and a lot of \"one time\" expenses.\nWall Street expects Palantir's revenue to rise 35% this year, while the company expects its annual revenue to increase more than 30% every year through 2025. That confident outlook indicates a belief that its government business will remain stable as it gradually gains more commercial customers, but the company could remain steeped in controversy about data-gathering and deeply unprofitable for years to come.\nHow fast is C3.ai growing?\nC3.ai's revenue rose 17% to $183.2 million in fiscal 2021, which ended in April. That marked a significant slowdown from its 71% growth in 2020, mainly due to pandemic-related disruptions of the energy and industrial sectors.\nIts average contract value also decreased from $12.1 million in 2020 to $7.2 million in 2021, even as it initiated new enterprise AI projects with big customers like 3M,Consolidated Edison,Shell, and the New York Power Authority. But its total number of customers rose 82% to 89 at the end of the year, which indicates its business could recover quickly after the pandemic ends. It expects its revenue to increase 33% to 35% in the current fiscal year.\nC3.ai's adjusted gross margin stayed flat in fiscal 2021 as its operating margin remained in the red, but its net loss narrowed year-over-year from $69.4 million to $55.7 million. It doesn't calculate its profits in adjusted EBITDA terms, and analysts expect it to stay unprofitable for the foreseeable future.\nThe valuations and verdict\nPalantir and C3.ai trade at 31 and 26 times this year's sales, respectively. Those high price-to-sales ratios indicate neither stock is cheap in this market, especially as investors rotate from growth to value stocks.\nThat said, it makes more sense to invest in the company that is more dependent on stable government customers than the one that relies heavily on the macro-sensitive energy and industrial sectors. It also makes more sense to invest in the company with superior revenue growth if both stocks are trading at comparable price-to-sales ratios.\nTherefore, Palantir might be more controversial than C3.ai, but I believe it's the better growth play in the AI market. C3.ai's long-term prospects still look bright, but its stock remains too expensive relative to its growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355596042,"gmtCreate":1617081966286,"gmtModify":1634522749411,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"Good amidst uncertainties","listText":"Good amidst uncertainties","text":"Good amidst uncertainties","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/355596042","repostId":"2123251014","repostType":4,"repost":{"id":"2123251014","kind":"news","pubTimestamp":1617081499,"share":"https://www.laohu8.com/m/news/2123251014?lang=&edition=full","pubTime":"2021-03-30 13:18","market":"us","language":"en","title":"3 Big Dividend Stocks Yielding at Least 8%; Analysts Say ‘Buy’","url":"https://stock-news.laohu8.com/highlight/detail?id=2123251014","media":"TipRanks","summary":"We’ll talk about dividend stocks, but we’ll get there through tax policy. The connection is simple: ","content":"<div>\n<p>We’ll talk about dividend stocks, but we’ll get there through tax policy. The connection is simple: Government spending is going up – as exemplified by the $1.9 trillion COVID stimulus bill passed ...</p>\n\n<a href=\"https://finance.yahoo.com/news/3-big-dividend-stocks-yielding-154319998.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Big Dividend Stocks Yielding at Least 8%; Analysts Say ‘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\">\n3 Big Dividend Stocks Yielding at Least 8%; Analysts Say ‘Buy’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-30 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/3-big-dividend-stocks-yielding-154319998.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We’ll talk about dividend stocks, but we’ll get there through tax policy. The connection is simple: Government spending is going up – as exemplified by the $1.9 trillion COVID stimulus bill passed ...</p>\n\n<a href=\"https://finance.yahoo.com/news/3-big-dividend-stocks-yielding-154319998.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/LZ.LW4ELgQLZry1grl9Chg--~B/aD0zNjE7dz0xMDI0O2FwcGlkPXl0YWNoeW9u/https://s.yimg.com/uu/api/res/1.2/S6UUx1bsOhBYr3dcTB_t7Q--~B/aD0zNjE7dz0xMDI0O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/tipranks_452/809e7c615e361ab7f72ee6afe5b0144e","relate_stocks":{"MBT":"移动电信","TWO":"TWO HARBORS INVESTMENT CORP","ABR":"阿伯房地产信托"},"source_url":"https://finance.yahoo.com/news/3-big-dividend-stocks-yielding-154319998.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2123251014","content_text":"We’ll talk about dividend stocks, but we’ll get there through tax policy. The connection is simple: Government spending is going up – as exemplified by the $1.9 trillion COVID stimulus bill passed this month, stimulative cash infusions into the economy are likely to boost consumer spending, and there are worries that the Biden Administration has no plans to pay for its increased spending.Several tax proposals made into the Democratic Party discourse in last year’s election, and President Biden was elected on at least an implicit promise to raise taxes on wealthier taxpayers.Should the progressive Democrats push these proposals into law, it will make an immediate, and likely negative, impact on the stock markets. And that brings us to dividend stocks.These traditionally defensive investments offer investors a ready income stream through the dividend payments, no matter how the market moves. The key factor is the yield, or the return rate of the dividend.Wall Street’s analysts have been doing some of the footwork for us, pinpointing dividend-paying stocks that have kept up high yields, at least 8% to be exact. Opening up the TipRanks database, we examine the details behind those payments to find out what else makes these stocks compelling buys.Arbor Realty Trust (ABR)The first dividend stock we’ll look at is Arbor Realty Trust, a direct lender in the apartment complex segment. Arbor funds small loans for Fannie Mae and Freddie Mac; in the fourth quarter last year, ending on December 31, the company originated over $2.7 billion in loans.Arbor's business is growing, and that is visible in both the company’s stock value and the quarterly results. ABR reported year-over-year revenue increases in each quarter of 2020 – even in the first quarter, during which EPS came in negative due to the corona crisis. In the most recent quarter, 4Q20, the company showed $125.6 million in total revenues, up 54% from the year ago quarter. EPS came in at 80 cents per share, compared to 72 cents in Q3 and 34 cents in 4Q19. Turning to the share value, ABR is up 211% in the last 12 months, far outpacing the broader markets.The company also provides investors with a strong dividend. Arbor has a 2-year history of keeping the payment reliable, and the current payment, sent out earlier this month for 33 cents per common share, marked the seventh dividend increase in the last 9 quarters. At $1.32 annualized, the dividend yields 8.57%, far higher than the 1.78% average found among peer companies.5-star analyst Stephen DeLaney, of JMP, is impressed with Arbor’s overall position, especially regarding the company's ability to produce strong agency volumes.\"Agency originations in the fourth quarter were $2.75B, an impressive increase of 88% from $1.47B in the third quarter. The pipeline for new originations is showing no signs of a slowdown yet and the company expects the agency lending momentum to continue into the first half of 2021. The agency servicing portfolio now sits at $24.6B and produces ~ $110M of recurring annual revenue, which is largely prepayment protected,\" DeLaney wrote.DeLaney points out that agency credit quality remains solid, noting: \"Loans in payment forbearance remain manageable with just 0.5% in Arbor’s $18.3B Fannie portfolio, while loans in forbearance in the company’s $4.9B Freddie Mac portfolio totaled 5.2%.\"To this end, DeLaney rates ABR shares an Outperform (i.e. Buy), and his $18 price target implies a 16% upside for the coming year.Overall, there are 4 recent reviews on file for Arbor Realty, and they are all Buys – making the analyst consensus view here a Strong Buy. The average price target currently stands at $16.75, which indicates room for 8% growth from current levels. (See ABR stock analysis on TipRanks)Mobile Telesystems (MBT)Next up, we’ll switch lanes and look at Russia’s largest mobile network operator. Mobile and wireless networks are big business, and Mobile Telesystems (MTS) operates in Russia, Belarus, and Armenia. The company offers a range of services, including cellular networks; local telephone service; and broadband.MTS doesn’t put its eggs in one basket. The company announced last week a $10 million stake in the AI chip developing Kneron, an investment that it hopes will pay for itself through chip distribution rights in Russia and the development of an exclusive line of AI-enabled smart devices.In its recent Q4/full year 2020 report, MTS showed positive growth on a number of key metrics. The company’s total group revenue for 2020 grew 5.2% year-over-year, to reach 494.9 billion rubles (US$6.5 billion). This was driven in part by a 6.4% increase in mobile service revenue in Russia during the fourth quarter. MTS showed a sequential quarterly gain of 230,000 active mobile subscribers in Q4. Pay-TV subscriptions grew 44% in 2020, and broadband subscriptions grew more than 10% yoy in the fourth quarter.MTS has an active dividend policy, regularly paying out twice per year, and adjusting the payment in to keep it in line with earnings. The most recent dividend went out in October of last year, at 19 cents per common share. This gives a 9.79% yield, a highly favorable comparison to the average yield found in the tech sector, of less than 1%. Also of note for return-minded investors, the company’s board approved a 15 billion ruble stock buyback in 2021. This comes to $198 million in US currency.J.P. Morgan analyst Alexei Gogolev takes a bullish stance on Mobile Telesystems, noting: “We are encouraged with MTS strong start of 2021 with continued mobile service growth as well as commitment for higher than expected shareholder remuneration despite elevated capex.\"The analyst added, \"We highlight strong fundamentals in the MTS story, supported by the healthy state of the Russian wireless market and no signs of incremental worsening of competitive positioning. We like MTS’ total shareholder returns (which are boosted by both dividends and share buybacks) and view the name as the best way to play the Russian telecom space.”To this end, Gogolev puts an Overweight (i.e. Buy) rating on MBT shares, and his $11 price target suggest a 33% one-year upside potential.So far, MBT has slipped under the radar of Wall Street’s analyst corps; the dearth of recent reviews leaves the stock with a Moderate Buy consensus rating. The shares are selling for $8.25, with an average price target, $11.10, matching Gogolev’s. (See MBT stock analysis on TipRanks)Two Harbors Investment (TWO)We’ll wrap up our high-yield dividend list with Two Harbors Investment, a real estate investment trust (REIT) with a portfolio focus on residential mortgage-backed securities (RMBS) mortgage servicing rights (MSR). The company states that ‘other financial assets’ make up between 5% and 10% of the portfolio.Looking back at recent performance, Two Harbors shows some mixed results from the end of 2020. In the fourth quarter, the company reported comprehensive income of $113.5 million, compared to $219 million in the previous quarter. Core earnings, however, rose quarter-over-quarter, from $75.5 billion to $82 million. Book value also came in strong at $7.63, up 3.5% from the prior quarter.Like most REITs, Two Harbors pays out a reliable dividend. The company reduced the payment early in 2020, at the height of the COVID pandemic crisis, but has raised it twice since then. The current payment is 17 cents per common share, declared on March 18 for payment on April 29. At this rate, which annualizes to 68 cents, the dividend yields a strong 9.3%.Covering Two Harbors for JMP Securities, analyst Trevor Cranston expects \"attractive dividend to persist,\" and believes \"the company should trade at a higher premium due to generally lower spread risk and low interest rate sensitivity.\"However, Cranston points out that investing in TWO stock is not without risk.\"We view the greatest risk to shares at these levels to be the outstanding lawsuit with the company’s former external manager. While the company has not established a contingent liability and we do not have a reasonable basis for estimating one, we acknowledge the risk that the lawsuit may result in a charge in the future that would lower the company’s book value and, therefore, also likely impact the stock price. While we believe a premium valuation for TWO is justified given fundamentals, we believe investors should also remain aware of this legal situation when investing in the company’s shares,\" Cranston opined.In line with these comments, the analyst rates TWO an Outperform (i.e. Buy), along with an $8 price target to imply a 10% upside.Overall, Two Harbors has 5 recent reviews, and they break down to 3 Buys and 2 Holds, for a Moderate Buy analyst consensus rating. The shares are selling for $7.25, and their $7.75 average target suggests a modest upside of 7%. (See TWO stock analysis on TipRanks)To find good ideas for dividend stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189675396,"gmtCreate":1623263113315,"gmtModify":1634035210583,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/189675396","repostId":"1141275388","repostType":4,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117897480,"gmtCreate":1623128041840,"gmtModify":1634036638181,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"Expected&nbsp;","listText":"Expected&nbsp;","text":"Expected","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/117897480","repostId":"2141827253","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117897320,"gmtCreate":1623127978860,"gmtModify":1631886132513,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"Netflix getting a little stale","listText":"Netflix getting a little stale","text":"Netflix getting a little stale","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/117897320","repostId":"1132295574","repostType":4,"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116513687,"gmtCreate":1622811111349,"gmtModify":1634097799896,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"Can never be like last year","listText":"Can never be like last year","text":"Can never be like last year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/116513687","repostId":"2140403667","repostType":4,"repost":{"id":"2140403667","kind":"highlight","pubTimestamp":1622809265,"share":"https://www.laohu8.com/m/news/2140403667?lang=&edition=full","pubTime":"2021-06-04 20:21","market":"us","language":"en","title":"Cathie Wood Is Doubling Down on These 3 Stock Rebound Bets","url":"https://stock-news.laohu8.com/highlight/detail?id=2140403667","media":"Motley Fool","summary":"Find out how the star investor has dealt with a downturn.","content":"<p>Investors in individual stocks rarely pay much attention to exchange-traded funds (ETFs). Most ETFs passively track major indexes like the <b>S&amp;P 500</b>, making them useful for those who are content with matching the market rather than beating it.</p>\n<p>Cathie Wood, however, has turned the ETF world upside down. She runs the popular ARK Invest family of actively managed ETFs, and <a href=\"https://laohu8.com/S/AONE\">one</a> of the benefits that individual investors have is getting to see Wood's trades within a day after she makes them.</p>\n<p>Many of Wood's top picks have gotten hammered in recent months, but that hasn't changed the investing strategy that has served her so well in 2020. Below, we'll look at three stocks, in particular, that Wood is buying now as she bets on a rebound for the innovative companies she favors.</p>\n<h2>1. Etsy</h2>\n<p><b>Etsy </b>(NASDAQ:ETSY) was a huge growth story in 2020, with shares of the e-commerce marketplace for handcrafted and other unique items soaring more than 300% last year. Yet after starting 2021 with continued positive momentum from a successful holiday season, Etsy's stock has fallen roughly 30% from its highs in early March.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fed1dcdd52e1433c25d86b25ff0990bd\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<p>Etsy wasn't on Wood's radar until June 2, when the <b><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> </b>(NYSEMKT:ARKW) invested about $27 million in the e-commerce stock. That was enough to give Etsy an overall allocation of almost half a percent of the assets of the ETF.</p>\n<p>What might have prompted the move was Etsy's acquisition of London-based apparel-resale platform provider Depop. Etsy is spending $1.6 billion to add exposure to this fast-growing niche of the retail industry. While Wood hasn't added shares of <b>Poshmark </b>(NASDAQ:POSH) or other industry players, it's possible that she sees the combination of Etsy's and Depop's businesses as an opportunity. Etsy shareholders applauded the deal, and ARK investors hope that Wood will be right in the timing of her purchase.</p>\n<h2>2. Okta</h2>\n<p><b>Okta </b>(NASDAQ:OKTA) has also given investors a wild ride over the past 1-1/2 years. 2020 brought huge returns for the cloud-based identity verification and cybersecurity specialist, with shares gaining 120% last year. However, the stock has fallen more than 25% from its February highs and is down more than 15% so far in 2021.</p>\n<p>Okta has played a significant role in ARK's Next-Generation Internet ETF for some time. It now makes up about 1.4% of the fund's assets, with a big boost having come just last week as ARK made a roughly $25 million buy of Okta shares on May 27.</p>\n<p>Wood likes companies with ambitious growth plans, and Okta has jumped at the chance to expand with its recent $6.5 billion acquisition of Auth0. Yet some fear that the purchase was too pricey, especially given the costs of integrating Auth0 into Okta's existing business, and they're not entirely happy about expectations for operating losses in 2021 after Okta posted a modest operating profit in 2020.</p>\n<p>Nevertheless, digital security is undoubtedly a growing market, and the digital transformations that so many companies are going through will give Okta plenty of opportunities to pick up new business. Wood apparently believes Okta is well-positioned to take full advantage of those trends well into the future.</p>\n<h2>3. <a href=\"https://laohu8.com/S/TWTR\">Twitter</a></h2>\n<p>Finally, <b>Twitter </b>(NYSE:TWTR) has become a big favorite of Wood's ETFs. The social media company holds the No. 3 spot in the Next Generation Internet ETF and also makes the grade in Wood's cornerstone <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> </b>(NYSEMKT:ARKK), with total positions worth about $640 million at recent prices.</p>\n<p>Twitter did well in 2020, rising nearly 70%, and continued to push higher to begin 2021. Yet after a recent 25% pullback, the stock is barely higher for the year. That has Wood jumping at the chance to add shares, with purchases of nearly 1 million shares on May 24 and 25 and more than 750,000 shares the previous week.</p>\n<p>One of Twitter's challenges over time has been monetization, and the microblogging specialist is pursuing several potential courses of action to address it. A potential $3 monthly subscription version could generate organic revenue from users, while rolling out advertising for its new Fleets disappearing-post service could bring in more money from marketers. That could be what turns the tide and gets Twitter's stock back moving in the right direction again.</p>\n<h2>Watch for Wood</h2>\n<p>Cathie Wood has a big following because of her long-term mindset and attention to promising trends throughout the economy. If her views on those trends are correct, then turnarounds for Twitter, Okta, and Etsy could be lucrative opportunities for ARK Invest shareholders.</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>Cathie Wood Is Doubling Down on These 3 Stock Rebound Bets</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\">\nCathie Wood Is Doubling Down on These 3 Stock Rebound Bets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 20:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/04/cathie-wood-is-doubling-down-on-these-3-stock-rebo/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in individual stocks rarely pay much attention to exchange-traded funds (ETFs). Most ETFs passively track major indexes like the S&P 500, making them useful for those who are content with ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/04/cathie-wood-is-doubling-down-on-these-3-stock-rebo/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc.","OKTA":"Okta Inc.","TWTR":"Twitter"},"source_url":"https://www.fool.com/investing/2021/06/04/cathie-wood-is-doubling-down-on-these-3-stock-rebo/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140403667","content_text":"Investors in individual stocks rarely pay much attention to exchange-traded funds (ETFs). Most ETFs passively track major indexes like the S&P 500, making them useful for those who are content with matching the market rather than beating it.\nCathie Wood, however, has turned the ETF world upside down. She runs the popular ARK Invest family of actively managed ETFs, and one of the benefits that individual investors have is getting to see Wood's trades within a day after she makes them.\nMany of Wood's top picks have gotten hammered in recent months, but that hasn't changed the investing strategy that has served her so well in 2020. Below, we'll look at three stocks, in particular, that Wood is buying now as she bets on a rebound for the innovative companies she favors.\n1. Etsy\nEtsy (NASDAQ:ETSY) was a huge growth story in 2020, with shares of the e-commerce marketplace for handcrafted and other unique items soaring more than 300% last year. Yet after starting 2021 with continued positive momentum from a successful holiday season, Etsy's stock has fallen roughly 30% from its highs in early March.\nImage source: Getty Images.\nEtsy wasn't on Wood's radar until June 2, when the ARK Next Generation Internet ETF (NYSEMKT:ARKW) invested about $27 million in the e-commerce stock. That was enough to give Etsy an overall allocation of almost half a percent of the assets of the ETF.\nWhat might have prompted the move was Etsy's acquisition of London-based apparel-resale platform provider Depop. Etsy is spending $1.6 billion to add exposure to this fast-growing niche of the retail industry. While Wood hasn't added shares of Poshmark (NASDAQ:POSH) or other industry players, it's possible that she sees the combination of Etsy's and Depop's businesses as an opportunity. Etsy shareholders applauded the deal, and ARK investors hope that Wood will be right in the timing of her purchase.\n2. Okta\nOkta (NASDAQ:OKTA) has also given investors a wild ride over the past 1-1/2 years. 2020 brought huge returns for the cloud-based identity verification and cybersecurity specialist, with shares gaining 120% last year. However, the stock has fallen more than 25% from its February highs and is down more than 15% so far in 2021.\nOkta has played a significant role in ARK's Next-Generation Internet ETF for some time. It now makes up about 1.4% of the fund's assets, with a big boost having come just last week as ARK made a roughly $25 million buy of Okta shares on May 27.\nWood likes companies with ambitious growth plans, and Okta has jumped at the chance to expand with its recent $6.5 billion acquisition of Auth0. Yet some fear that the purchase was too pricey, especially given the costs of integrating Auth0 into Okta's existing business, and they're not entirely happy about expectations for operating losses in 2021 after Okta posted a modest operating profit in 2020.\nNevertheless, digital security is undoubtedly a growing market, and the digital transformations that so many companies are going through will give Okta plenty of opportunities to pick up new business. Wood apparently believes Okta is well-positioned to take full advantage of those trends well into the future.\n3. Twitter\nFinally, Twitter (NYSE:TWTR) has become a big favorite of Wood's ETFs. The social media company holds the No. 3 spot in the Next Generation Internet ETF and also makes the grade in Wood's cornerstone ARK Innovation ETF (NYSEMKT:ARKK), with total positions worth about $640 million at recent prices.\nTwitter did well in 2020, rising nearly 70%, and continued to push higher to begin 2021. Yet after a recent 25% pullback, the stock is barely higher for the year. That has Wood jumping at the chance to add shares, with purchases of nearly 1 million shares on May 24 and 25 and more than 750,000 shares the previous week.\nOne of Twitter's challenges over time has been monetization, and the microblogging specialist is pursuing several potential courses of action to address it. A potential $3 monthly subscription version could generate organic revenue from users, while rolling out advertising for its new Fleets disappearing-post service could bring in more money from marketers. That could be what turns the tide and gets Twitter's stock back moving in the right direction again.\nWatch for Wood\nCathie Wood has a big following because of her long-term mindset and attention to promising trends throughout the economy. If her views on those trends are correct, then turnarounds for Twitter, Okta, and Etsy could be lucrative opportunities for ARK Invest shareholders.","news_type":1},"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355596626,"gmtCreate":1617082082365,"gmtModify":1634522748950,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355596626","repostId":"2123526410","repostType":4,"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164231012,"gmtCreate":1624205765936,"gmtModify":1634009483390,"author":{"id":"3577014847254731","authorId":"3577014847254731","name":"DeeEs","avatar":"https://static.tigerbbs.com/314c01419655106002a500d6d5310b20","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577014847254731","authorIdStr":"3577014847254731"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164231012","repostId":"164357976","repostType":1,"repost":{"id":164357976,"gmtCreate":1624174249795,"gmtModify":1624265262965,"author":{"id":"3497328009582754","authorId":"3497328009582754","name":"桃李春风益点财","avatar":"https://static.tigerbbs.com/dc8827e0d2ccb8087a4e15cbe447ad5c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497328009582754","authorIdStr":"3497328009582754"},"themes":[],"title":"读懂鲍威尔的“弦外之音”！市场分水岭已经来临！","htmlText":"摘要：千呼万唤，翘首以盼，美联储在6月17日半夜，终于给我们发来了最新的政策更新。看似什么都没变，实则暗流涌动！鲍威尔的言外之意到底是什么？市场回了一张什么答卷？为什么说分水岭已经来临？本文聚焦本文聚焦 PART1：什么都没变？那是因为你没听懂“弦外之音” PART2：藏不住的真心：会震出内伤，还只是“膝跳反射”？ PART3：“不要和美联储作对”，但怎么做才是对？ 贝瑞研究声明：文中观点基于公开市场信息和历史数据形成，不作为直接投资建议，仅供交流，欢迎留言探讨投资见解。图注：图片源自网络，侵权请联系删除PART1：什么都没变？那是因为你没听懂“弦外之音”相信大家这两天已经被不少美联储的文章刷屏，我们也不重复无效信息，直接围绕着市场最关注的三大关键词——Taper、加息、通胀，来琢磨琢磨鲍威尔主席的新说法。 关于Taper，以后就看这个关键词 这次没有Taper。但鲍威尔已经第N次吐出了同样的关键词，这次也毫不意外，这个关键词叫substantial further progress（经济实质性的进展），而且人家还表示，当美联储决定改变路线时将会非常透明。所以，我们也别瞎猜，以后判读是否Taper，盯着美联储的文件搜索这3个单词就好。substantial further progress！substantial further progress！substantial further progress！重要的话打三遍。也顺道给大家澄清一个概念，市场上有些人把Taper和缩表混着说，其实这两者是有本质区别的。Taper是减少购买资产，但还是买——比如昨天买100，今天买90，只要还在买，就是还在投放流量性、还在“放水”，只是变少了。缩表则是不仅不买资产，还要卖资产——这才是真正的回收流动性。 关于加息：加息是假，收紧是真？ 加息是假的。首先字面上看，美联储是提升了IOER（","listText":"摘要：千呼万唤，翘首以盼，美联储在6月17日半夜，终于给我们发来了最新的政策更新。看似什么都没变，实则暗流涌动！鲍威尔的言外之意到底是什么？市场回了一张什么答卷？为什么说分水岭已经来临？本文聚焦本文聚焦 PART1：什么都没变？那是因为你没听懂“弦外之音” PART2：藏不住的真心：会震出内伤，还只是“膝跳反射”？ PART3：“不要和美联储作对”，但怎么做才是对？ 贝瑞研究声明：文中观点基于公开市场信息和历史数据形成，不作为直接投资建议，仅供交流，欢迎留言探讨投资见解。图注：图片源自网络，侵权请联系删除PART1：什么都没变？那是因为你没听懂“弦外之音”相信大家这两天已经被不少美联储的文章刷屏，我们也不重复无效信息，直接围绕着市场最关注的三大关键词——Taper、加息、通胀，来琢磨琢磨鲍威尔主席的新说法。 关于Taper，以后就看这个关键词 这次没有Taper。但鲍威尔已经第N次吐出了同样的关键词，这次也毫不意外，这个关键词叫substantial further progress（经济实质性的进展），而且人家还表示，当美联储决定改变路线时将会非常透明。所以，我们也别瞎猜，以后判读是否Taper，盯着美联储的文件搜索这3个单词就好。substantial further progress！substantial further progress！substantial further progress！重要的话打三遍。也顺道给大家澄清一个概念，市场上有些人把Taper和缩表混着说，其实这两者是有本质区别的。Taper是减少购买资产，但还是买——比如昨天买100，今天买90，只要还在买，就是还在投放流量性、还在“放水”，只是变少了。缩表则是不仅不买资产，还要卖资产——这才是真正的回收流动性。 关于加息：加息是假，收紧是真？ 加息是假的。首先字面上看，美联储是提升了IOER（","text":"摘要：千呼万唤，翘首以盼，美联储在6月17日半夜，终于给我们发来了最新的政策更新。看似什么都没变，实则暗流涌动！鲍威尔的言外之意到底是什么？市场回了一张什么答卷？为什么说分水岭已经来临？本文聚焦本文聚焦 PART1：什么都没变？那是因为你没听懂“弦外之音” PART2：藏不住的真心：会震出内伤，还只是“膝跳反射”？ PART3：“不要和美联储作对”，但怎么做才是对？ 贝瑞研究声明：文中观点基于公开市场信息和历史数据形成，不作为直接投资建议，仅供交流，欢迎留言探讨投资见解。图注：图片源自网络，侵权请联系删除PART1：什么都没变？那是因为你没听懂“弦外之音”相信大家这两天已经被不少美联储的文章刷屏，我们也不重复无效信息，直接围绕着市场最关注的三大关键词——Taper、加息、通胀，来琢磨琢磨鲍威尔主席的新说法。 关于Taper，以后就看这个关键词 这次没有Taper。但鲍威尔已经第N次吐出了同样的关键词，这次也毫不意外，这个关键词叫substantial further progress（经济实质性的进展），而且人家还表示，当美联储决定改变路线时将会非常透明。所以，我们也别瞎猜，以后判读是否Taper，盯着美联储的文件搜索这3个单词就好。substantial further progress！substantial further progress！substantial further progress！重要的话打三遍。也顺道给大家澄清一个概念，市场上有些人把Taper和缩表混着说，其实这两者是有本质区别的。Taper是减少购买资产，但还是买——比如昨天买100，今天买90，只要还在买，就是还在投放流量性、还在“放水”，只是变少了。缩表则是不仅不买资产，还要卖资产——这才是真正的回收流动性。 关于加息：加息是假，收紧是真？ 加息是假的。首先字面上看，美联储是提升了IOER（","images":[{"img":"https://static.tigerbbs.com/072fbf7244e5250b075e7b4f7dd17596","width":"1080","height":"734"},{"img":"https://static.tigerbbs.com/c1a3dbd7e334f4a1b97c3ac92e74e238","width":"605","height":"303"},{"img":"https://static.tigerbbs.com/0a6652af46f151459b15f70959441798","width":"1020","height":"1350"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164357976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}