MIe的个人主页 - 老虎社区

MIe

暂无个人介绍

IP属地：未知

3关注

37粉丝

0主题

0勋章

2021-10-23

# Sea and Tesla stable to keep into 2022.

3 Top Cathie Wood Stocks to Buy Right Now

2021-10-01

Volatility in q4 … FED news, fund houses rebalancing portfolio in q4 + closing year end books before thanksgiving and year end holidays #

Stocks rebound to start October on Merck’s promising oral Covid pill

2021-11-06

Pfizer + Merck good upside revenue for covid pill cure #

Will Pfizer Outgun Merck With Oral COVID-19 Pill?

2021-10-09

Good chance buy

6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor

2021-10-01

Ark cathie active management to rebalance portfolio, trim positions and take profits in q4#

抱歉，原内容已删除

2021-12-14

Add more Nvidia on dip for future upside #

Why Nvidia Stock Keeps Dropping

2021-10-28

Tesla more trillion upside with earnings power #

We may need to start thinking about Tesla at $3 trillion

2021-11-30

#Nvidia all rounder + long term potential

抱歉，原内容已删除

2021-11-16

Nvidia for long term metaverse potential #

抱歉，原内容已删除

2021-12-10

#Musk bonus package for Xmas

抱歉，原内容已删除

2021-11-16

Facebook for metaverse potential earnings#

Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought

2021-11-06

SpaceX leader + Starlink revenue potential #

Amazon Seeks Another 4,538 Satellites to Challenge Musk’s SpaceX

2021-10-27

Tesla EV no market share power #

How a 2,360% Jump in Call Options Fired Up Tesla’s Share Surge

2021-10-19

Energy upside with energy crisis #

5 quality energy stocks with high dividend yields propelled by soaring oil prices

2021-10-10

Btc limited supply, $ upside #

What Happens to Bitcoin After All 21 Million Are Mined?

2021-12-08

#Leverage volality buy dip

抱歉，原内容已删除

2021-12-06

Musk power Tesla Win long term #

抱歉，原内容已删除

2021-11-12

#Zoom in metaverse

抱歉，原内容已删除

2021-11-09

Jeff’s EV race invested in Rivian #

Rivian IPO Puts Slow Race to Commercial EV to Public Market Test

2021-11-05

Shell going green#

Shell to Move Away From Crude at Germany’s Biggest Refinery

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3577182936341023,"uuid":"3577182936341023","gmtCreate":1614089631195,"gmtModify":1614089631195,"name":"MIe","pinyin":"mie","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":37,"headSize":3,"tweetSize":187,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.11","exceedPercentage":"93.48%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.20","exceedPercentage":"93.67%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":120315627,"gmtCreate":1624298484569,"gmtModify":1631890918375,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Amazon diversified biz,&nbsp;steady&nbsp;long term returns #","listText":"Amazon diversified biz,&nbsp;steady&nbsp;long term returns #","text":"Amazon diversified biz, steady long term returns #","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/120315627","repostId":"1127414335","repostType":4,"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":693383140,"gmtCreate":1639970914523,"gmtModify":1639971035886,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Musk&nbsp;","listText":"Musk&nbsp;","text":"Musk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693383140","repostId":"2192076079","repostType":2,"repost":{"id":"2192076079","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1639970738,"share":"https://www.laohu8.com/m/news/2192076079?lang=&edition=full","pubTime":"2021-12-20 11:25","market":"us","language":"en","title":"Tesla's Musk says he will pay over $11 bln in taxes this year","url":"https://stock-news.laohu8.com/highlight/detail?id=2192076079","media":"Reuters","summary":"Dec 19 (Reuters) - Electric-car maker Tesla Inc's Chief Executive Officer Elon Musk said on Sunday o","content":"<p>Dec 19 (Reuters) - Electric-car maker Tesla Inc's&nbsp;Chief Executive Officer Elon Musk said on Sunday on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that he will pay more than $11 billion in taxes this year.</p>\n<p>Earlier this week, Democratic U.S. Senator Elizabeth Warren took to Twitter to say that Musk should pay taxes and stop \"freeloading off everyone else\" after Time magazine named him its \"person of the year\". </p>\n<p>Musk responded by saying that he \"will pay more taxes than any American in history this year\".</p>\n<p>Musk is the world's richest person and his company Tesla is worth about $1 trillion. Over the last few weeks, Musk has sold nearly $14 billion worth of Tesla shares.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Musk says he will pay over $11 bln in taxes this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Musk says he will pay over $11 bln in taxes this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-20 11:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dec 19 (Reuters) - Electric-car maker Tesla Inc's&nbsp;Chief Executive Officer Elon Musk said on Sunday on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that he will pay more than $11 billion in taxes this year.</p>\n<p>Earlier this week, Democratic U.S. Senator Elizabeth Warren took to Twitter to say that Musk should pay taxes and stop \"freeloading off everyone else\" after Time magazine named him its \"person of the year\". </p>\n<p>Musk responded by saying that he \"will pay more taxes than any American in history this year\".</p>\n<p>Musk is the world's richest person and his company Tesla is worth about $1 trillion. Over the last few weeks, Musk has sold nearly $14 billion worth of Tesla shares.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4555":"新能源车","BK4527":"明星科技股","BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192076079","content_text":"Dec 19 (Reuters) - Electric-car maker Tesla Inc's Chief Executive Officer Elon Musk said on Sunday on Twitter that he will pay more than $11 billion in taxes this year.\nEarlier this week, Democratic U.S. Senator Elizabeth Warren took to Twitter to say that Musk should pay taxes and stop \"freeloading off everyone else\" after Time magazine named him its \"person of the year\". \nMusk responded by saying that he \"will pay more taxes than any American in history this year\".\nMusk is the world's richest person and his company Tesla is worth about $1 trillion. Over the last few weeks, Musk has sold nearly $14 billion worth of Tesla shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690485372,"gmtCreate":1639701818830,"gmtModify":1639706344506,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Bank shares upside,&nbsp;to add in portfolio like Citi, Bac, JPMC with upcoming interest&nbsp;rates hike #","listText":"Bank shares upside,&nbsp;to add in portfolio like Citi, Bac, JPMC with upcoming interest&nbsp;rates hike #","text":"Bank shares upside, to add in portfolio like Citi, Bac, JPMC with upcoming interest rates hike #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690485372","repostId":"2192920942","repostType":4,"repost":{"id":"2192920942","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1639694745,"share":"https://www.laohu8.com/m/news/2192920942?lang=&edition=full","pubTime":"2021-12-17 06:45","market":"us","language":"en","title":"Nasdaq ends sharply lower as investors dump growth stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2192920942","media":"Reuters","summary":"* Fed to end bond purchases, signals rate hikes in 2022\n* Tech is worst among 11 S&P 500 sector inde","content":"<p>* Fed to end bond purchases, signals rate hikes in 2022</p>\n<p>* Tech is worst among 11 S&amp;P 500 sector indexes, financials rally</p>\n<p>* Lennar slips after missing quarterly profit</p>\n<p>* Indexes: Dow -0.08%, S&amp;P 500 -0.87%, Nasdaq -2.47%</p>\n<p>Dec 16 (Reuters) - The Nasdaq ended sharply lower on Thursday as the Federal Reserve's announcement of a faster end to its pandemic-era stimulus pushed investors away from Big Tech and toward more economically sensitive sectors.</p>\n<p>Nvidia,Apple,Microsoft, Amazon&nbsp;and Tesla&nbsp;tumbled between 2.6% and 6.8%, hitting the Nasdaq&nbsp;and the S&amp;P 500, while the Dow Jones Industrial Average declined marginally.</p>\n<p>Most of those heavyweight growth stocks have outperformed the broader market in 2021, with Nvidia up more than 100% year to date.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 0.08% to end at 35,897.64, while the S&amp;P 500&nbsp;lost 0.87% to 4,668.67.</p>\n<p>The Nasdaq Composite&nbsp;dropped 2.47% to 15,180.44.</p>\n<p>The U.S. central bank said on Wednesday it would end its bond purchases in March and signaled three quarter-percentage-point interest rate hikes by the end of 2022.</p>\n<p>That pleased investors who have increasingly worried about an inflation spike related to the coronavirus pandemic. But on Thursday it contributed to the sell-off in growth stocks.</p>\n<p>The S&amp;P 500 value index&nbsp;climbed 0.7%, while the growth index fell 2.1%, reflecting investors' views that high-growth stocks tend to underperform when interest rates rise. The value index includes stocks seen as more likely to do well during an economic recovery.</p>\n<p>\"You're seeing money come out of growth, as it should. If we are going into an environment where interest rates are going up, growth stocks are going to be less attractive\" said Dennis Dick, a trader at Bright Trading LLC.</p>\n<p>\"There's a lot of uncertainty as we go into 2022... We're going to have a more hawkish Fed that is going to pull away the punch bowl,\" he said.</p>\n<p>Among the 11 major S&amp;P 500 sector indexes, technology&nbsp;slumped 2.9%, while financials&nbsp;rallied 1.2%. Eight of the sectors gained, even as the overall index fell.</p>\n<p>\"The Fed gave the market what it wanted, and today I think investors are turning again to pandemic uncertainty, and they're also cautious going into the end of the year,\" said Lindsey Bell, chief investment strategist at Ally Invest, in Charlotte, North Carolina.</p>\n<p>Recent readings on surging producer and consumer prices, as well as the fast-spreading Omicron variant of the coronavirus, have fueled anxiety. The S&amp;P 500, nonetheless, remains up about 25% in 2021 and it is trading near record highs.</p>\n<p>The CBOE Volatility index, often considered Wall Street's fear gauge, slipped to a three-week low.</p>\n<p>Data showed the number of Americans filing new claims for unemployment benefits increased moderately last week, remaining at levels consistent with tightening labor market conditions.</p>\n<p>Separately, a survey showed production at U.S. factories increased to the highest level in nearly three years in November.</p>\n<p>Lennar Corp&nbsp;fell 4.1% after the homebuilder missed analysts' estimates for quarterly profit as pandemic-led supply chain issues pushed lumber costs higher and delayed house deliveries.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 69 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 43 new highs and 184 new lows.</p>\n<p>Volume on U.S. exchanges was 11.6 billion shares, in line with the average over the last 20 trading days.</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>Nasdaq ends sharply lower as investors dump growth stocks</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\">\nNasdaq ends sharply lower as investors dump growth stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-17 06:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Fed to end bond purchases, signals rate hikes in 2022</p>\n<p>* Tech is worst among 11 S&amp;P 500 sector indexes, financials rally</p>\n<p>* Lennar slips after missing quarterly profit</p>\n<p>* Indexes: Dow -0.08%, S&amp;P 500 -0.87%, Nasdaq -2.47%</p>\n<p>Dec 16 (Reuters) - The Nasdaq ended sharply lower on Thursday as the Federal Reserve's announcement of a faster end to its pandemic-era stimulus pushed investors away from Big Tech and toward more economically sensitive sectors.</p>\n<p>Nvidia,Apple,Microsoft, Amazon&nbsp;and Tesla&nbsp;tumbled between 2.6% and 6.8%, hitting the Nasdaq&nbsp;and the S&amp;P 500, while the Dow Jones Industrial Average declined marginally.</p>\n<p>Most of those heavyweight growth stocks have outperformed the broader market in 2021, with Nvidia up more than 100% year to date.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 0.08% to end at 35,897.64, while the S&amp;P 500&nbsp;lost 0.87% to 4,668.67.</p>\n<p>The Nasdaq Composite&nbsp;dropped 2.47% to 15,180.44.</p>\n<p>The U.S. central bank said on Wednesday it would end its bond purchases in March and signaled three quarter-percentage-point interest rate hikes by the end of 2022.</p>\n<p>That pleased investors who have increasingly worried about an inflation spike related to the coronavirus pandemic. But on Thursday it contributed to the sell-off in growth stocks.</p>\n<p>The S&amp;P 500 value index&nbsp;climbed 0.7%, while the growth index fell 2.1%, reflecting investors' views that high-growth stocks tend to underperform when interest rates rise. The value index includes stocks seen as more likely to do well during an economic recovery.</p>\n<p>\"You're seeing money come out of growth, as it should. If we are going into an environment where interest rates are going up, growth stocks are going to be less attractive\" said Dennis Dick, a trader at Bright Trading LLC.</p>\n<p>\"There's a lot of uncertainty as we go into 2022... We're going to have a more hawkish Fed that is going to pull away the punch bowl,\" he said.</p>\n<p>Among the 11 major S&amp;P 500 sector indexes, technology&nbsp;slumped 2.9%, while financials&nbsp;rallied 1.2%. Eight of the sectors gained, even as the overall index fell.</p>\n<p>\"The Fed gave the market what it wanted, and today I think investors are turning again to pandemic uncertainty, and they're also cautious going into the end of the year,\" said Lindsey Bell, chief investment strategist at Ally Invest, in Charlotte, North Carolina.</p>\n<p>Recent readings on surging producer and consumer prices, as well as the fast-spreading Omicron variant of the coronavirus, have fueled anxiety. The S&amp;P 500, nonetheless, remains up about 25% in 2021 and it is trading near record highs.</p>\n<p>The CBOE Volatility index, often considered Wall Street's fear gauge, slipped to a three-week low.</p>\n<p>Data showed the number of Americans filing new claims for unemployment benefits increased moderately last week, remaining at levels consistent with tightening labor market conditions.</p>\n<p>Separately, a survey showed production at U.S. factories increased to the highest level in nearly three years in November.</p>\n<p>Lennar Corp&nbsp;fell 4.1% after the homebuilder missed analysts' estimates for quarterly profit as pandemic-led supply chain issues pushed lumber costs higher and delayed house deliveries.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 69 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 43 new highs and 184 new lows.</p>\n<p>Volume on U.S. exchanges was 11.6 billion shares, in line with the average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DDM":"道指两倍做多ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","SDS":"两倍做空标普500ETF","BK4524":"宅经济概念","SH":"标普500反向ETF","DOG":"道指反向ETF","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4543":"AI","UPRO":"三倍做多标普500ETF","BK4501":"段永平概念","BK4538":"云计算","UDOW":"道指三倍做多ETF-ProShares","LEN":"莱纳建筑公司","PSQ":"纳指反向ETF","AMZN":"亚马逊","TQQQ":"纳指三倍做多ETF","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","BK4504":"桥水持仓",".DJI":"道琼斯","BK4088":"住宅建筑","SQQQ":"纳指三倍做空ETF","BK4549":"软银资本持仓","QQQ":"纳指100ETF","BK4099":"汽车制造商","BK4567":"ESG概念","BK4548":"巴美列捷福持仓","DXD":"道指两倍做空ETF",".IXIC":"NASDAQ Composite","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4554":"元宇宙及AR概念","NVDA":"英伟达","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","SDOW":"道指三倍做空ETF-ProShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192920942","content_text":"* Fed to end bond purchases, signals rate hikes in 2022\n* Tech is worst among 11 S&P 500 sector indexes, financials rally\n* Lennar slips after missing quarterly profit\n* Indexes: Dow -0.08%, S&P 500 -0.87%, Nasdaq -2.47%\nDec 16 (Reuters) - The Nasdaq ended sharply lower on Thursday as the Federal Reserve's announcement of a faster end to its pandemic-era stimulus pushed investors away from Big Tech and toward more economically sensitive sectors.\nNvidia,Apple,Microsoft, Amazon and Tesla tumbled between 2.6% and 6.8%, hitting the Nasdaq and the S&P 500, while the Dow Jones Industrial Average declined marginally.\nMost of those heavyweight growth stocks have outperformed the broader market in 2021, with Nvidia up more than 100% year to date.\nThe Dow Jones Industrial Average fell 0.08% to end at 35,897.64, while the S&P 500 lost 0.87% to 4,668.67.\nThe Nasdaq Composite dropped 2.47% to 15,180.44.\nThe U.S. central bank said on Wednesday it would end its bond purchases in March and signaled three quarter-percentage-point interest rate hikes by the end of 2022.\nThat pleased investors who have increasingly worried about an inflation spike related to the coronavirus pandemic. But on Thursday it contributed to the sell-off in growth stocks.\nThe S&P 500 value index climbed 0.7%, while the growth index fell 2.1%, reflecting investors' views that high-growth stocks tend to underperform when interest rates rise. The value index includes stocks seen as more likely to do well during an economic recovery.\n\"You're seeing money come out of growth, as it should. If we are going into an environment where interest rates are going up, growth stocks are going to be less attractive\" said Dennis Dick, a trader at Bright Trading LLC.\n\"There's a lot of uncertainty as we go into 2022... We're going to have a more hawkish Fed that is going to pull away the punch bowl,\" he said.\nAmong the 11 major S&P 500 sector indexes, technology slumped 2.9%, while financials rallied 1.2%. Eight of the sectors gained, even as the overall index fell.\n\"The Fed gave the market what it wanted, and today I think investors are turning again to pandemic uncertainty, and they're also cautious going into the end of the year,\" said Lindsey Bell, chief investment strategist at Ally Invest, in Charlotte, North Carolina.\nRecent readings on surging producer and consumer prices, as well as the fast-spreading Omicron variant of the coronavirus, have fueled anxiety. The S&P 500, nonetheless, remains up about 25% in 2021 and it is trading near record highs.\nThe CBOE Volatility index, often considered Wall Street's fear gauge, slipped to a three-week low.\nData showed the number of Americans filing new claims for unemployment benefits increased moderately last week, remaining at levels consistent with tightening labor market conditions.\nSeparately, a survey showed production at U.S. factories increased to the highest level in nearly three years in November.\nLennar Corp fell 4.1% after the homebuilder missed analysts' estimates for quarterly profit as pandemic-led supply chain issues pushed lumber costs higher and delayed house deliveries.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored decliners.\nThe S&P 500 posted 69 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 43 new highs and 184 new lows.\nVolume on U.S. exchanges was 11.6 billion shares, in line with the average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607993419,"gmtCreate":1639468908161,"gmtModify":1639471335416,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Add more&nbsp;Nvidia on dip for future upside&nbsp;#","listText":"Add more&nbsp;Nvidia on dip for future upside&nbsp;#","text":"Add more Nvidia on dip for future upside #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607993419","repostId":"1193701389","repostType":2,"repost":{"id":"1193701389","pubTimestamp":1639460770,"share":"https://www.laohu8.com/m/news/1193701389?lang=&edition=full","pubTime":"2021-12-14 13:46","market":"us","language":"en","title":"Why Nvidia Stock Keeps Dropping","url":"https://stock-news.laohu8.com/highlight/detail?id=1193701389","media":"Motley Fool","summary":"Nvidia has been a big gainer, but now other, smaller chip stocks look cheaper.","content":"<p><b>What happened</b></p>\n<p>Shares of&nbsp;semiconductor&nbsp;company&nbsp;<b>Nvidia</b>&nbsp;dropped again on Monday -- down 6.8% as of closed -- its fourth straight down day in a row. There doesn't appear to be any particular news behind today's decline, at least not specific to Nvidia.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe9777cd8866f53c260abe399593d3d0\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>So what</b></p>\n<p>From a big picture perspective, the news isn't great. CNBC reported this morning there's a risk that the ongoing chip shortage could depress Christmas shopping this year.</p>\n<p>Although high demand for high-end Nvidia graphics chips is generally good news for the company and its pricing power, the network notes that \"semiconductors are beneath the hood of an increasing number of products,\" but \"things made with chips don't just use one chip.\" Thus, even a PC manufacturer lucky enough to get hold of all the Nvidia chips it needs might not be able to sell its PC if it can't also get all the power control, memory, and other chips it also needs to build the product. Or the manufacturer might not buy the Nvidia chips in the first place if it knows it won't be able to obtain the other chips.</p>\n<p><b>Now what</b></p>\n<p>That's one risk Nvidia investors face. A bigger risk, though, may be its high-flying stock price.</p>\n<p>This morning, analysts at&nbsp;<b>JPMorgan</b>, at&nbsp;<b>UBS</b>, at&nbsp;<b>Barclays</b>,<b>Citigroup</b>, R.W. Baird, and&nbsp;<b>Evercore</b>&nbsp;ISI cited a range of semiconductor chipmakers that they like and believe are undervalued, and Nvidia wasn't one of them. Morgan recommended&nbsp;<b>Qualcomm</b>&nbsp;for its earnings upside, Evercore picked&nbsp;<b>Micron</b>&nbsp;as a stock that is \"structurally undervalued,\" and Barclays, Baird, and Citi raised their price targets on&nbsp;<b>Broadcom</b>&nbsp;based on demand for its products,TheFly.com&nbsp;reported today.</p>\n<p>Nvidia shares sell for 93 times trailing earnings. Micron is valued at less than 17 times earnings; Qualcomm is at 23 times, and Broadcom is at 47. It's pretty clear why Wall Street might consider these stocks relatively better deals than Nvidia.</p>\n<p>And it's just as clear why some investors might have decided that now is a good time to&nbsp;cash out some Nvidia stock winnings, and reinvest them in relatively&nbsp;cheaper stocks.</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>Why Nvidia Stock Keeps Dropping</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\">\nWhy Nvidia Stock Keeps Dropping\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 13:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/13/why-nvidia-stock-keeps-dropping/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of semiconductor company Nvidia dropped again on Monday -- down 6.8% as of closed -- its fourth straight down day in a row. There doesn't appear to be any particular news behind ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/13/why-nvidia-stock-keeps-dropping/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/13/why-nvidia-stock-keeps-dropping/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193701389","content_text":"What happened\nShares of semiconductor company Nvidia dropped again on Monday -- down 6.8% as of closed -- its fourth straight down day in a row. There doesn't appear to be any particular news behind today's decline, at least not specific to Nvidia.\nImage source: Getty Images.\nSo what\nFrom a big picture perspective, the news isn't great. CNBC reported this morning there's a risk that the ongoing chip shortage could depress Christmas shopping this year.\nAlthough high demand for high-end Nvidia graphics chips is generally good news for the company and its pricing power, the network notes that \"semiconductors are beneath the hood of an increasing number of products,\" but \"things made with chips don't just use one chip.\" Thus, even a PC manufacturer lucky enough to get hold of all the Nvidia chips it needs might not be able to sell its PC if it can't also get all the power control, memory, and other chips it also needs to build the product. Or the manufacturer might not buy the Nvidia chips in the first place if it knows it won't be able to obtain the other chips.\nNow what\nThat's one risk Nvidia investors face. A bigger risk, though, may be its high-flying stock price.\nThis morning, analysts at JPMorgan, at UBS, at Barclays,Citigroup, R.W. Baird, and Evercore ISI cited a range of semiconductor chipmakers that they like and believe are undervalued, and Nvidia wasn't one of them. Morgan recommended Qualcomm for its earnings upside, Evercore picked Micron as a stock that is \"structurally undervalued,\" and Barclays, Baird, and Citi raised their price targets on Broadcom based on demand for its products,TheFly.com reported today.\nNvidia shares sell for 93 times trailing earnings. Micron is valued at less than 17 times earnings; Qualcomm is at 23 times, and Broadcom is at 47. It's pretty clear why Wall Street might consider these stocks relatively better deals than Nvidia.\nAnd it's just as clear why some investors might have decided that now is a good time to cash out some Nvidia stock winnings, and reinvest them in relatively cheaper stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605984252,"gmtCreate":1639101937335,"gmtModify":1639101937680,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"#Musk bonus&nbsp;package for Xmas&nbsp;&nbsp;","listText":"#Musk bonus&nbsp;package for Xmas&nbsp;&nbsp;","text":"#Musk bonus package for Xmas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605984252","repostId":"2190641206","repostType":2,"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602972790,"gmtCreate":1638965975715,"gmtModify":1638965976096,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"#Leverage volality buy dip&nbsp;","listText":"#Leverage volality buy dip&nbsp;","text":"#Leverage volality buy dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602972790","repostId":"1119697932","repostType":4,"repost":{"id":"1119697932","pubTimestamp":1638948374,"share":"https://www.laohu8.com/m/news/1119697932?lang=&edition=full","pubTime":"2021-12-08 15:26","market":"us","language":"en","title":"The Pain Isn’t Over for Big Tech Stocks. That’s Bad for the S&P 500.","url":"https://stock-news.laohu8.com/highlight/detail?id=1119697932","media":"Barrons","summary":"Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for ","content":"<p>Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for the&nbsp;S&amp;P 500.</p>\n<p>There’s no denying that these stocks are on the up again, for now.Apple&nbsp;(AAPL),Meta Platforms&nbsp;(FB),Amazon.com&nbsp;(AMZN),Netflix&nbsp;(NFLX),Alphabet&nbsp;(GOOGL),Microsoft&nbsp;(MSFT), and&nbsp;Tesla&nbsp;(TSLA) have all risen between 3% and 10% from the low points reached in their recent pullbacks. Stocks had been sliding from mid-November until late last week, as the Federal Reserve signaled that it might move sooner than planned to halt the bond purchases it has used to prop up the economy during the pandemic.</p>\n<p>Less money moving into long-dated Treasury bonds allows their prices to fall, all else being equal, pushing yields on the debt higher. Those higher interest rates reduce the current, discounted value of future profits—and investors in these tech giants are counting on big profits many years down the line.</p>\n<p>But it’s far from certain that the pain for Big Tech stocks is over.</p>\n<p>The Fed’s change in stance will make gains hard to come by for Big Tech stocks. Central banks effectively print money to buy bonds, so the more they purchase,, the bigger their balance sheets become. Less bond buying means slower balance-sheet growth, which makes a difference for Big Tech stocks, according to Bank of America.</p>\n<p>Its data show a close correlation between the size of central-bank balance sheets and Big Tech valuations. And the aggregate size of the balance sheets of the Fed, the European Central Bank, the Bank of Japan, and the Bank of England has flattened out at about $25 trillion, while the market capitalization of the Big Tech stocks has continued to rise.</p>\n<p>The problem is that based on history, a central-bank balance sheet of about $25 trillion implies an the aggregate market capitalization for those Big Tech stocks of around $9 trillion, according to Bank of America’s data. That would mean a decline of about 20% from the current $11.3 trillion.</p>\n<p>A separate indicator also hints that the best of Big Tech’s outperformance may be over. The group’s gains have outpaced the S&amp;P 500’s by so much recently that its total market cap is now the highest portion of the S&amp;P 500’s total value since August 2020. That, of course, was just before the Big Tech stocks all experienced corrections, or declines of at least 10%.</p>\n<p>Before that, the last time Big Tech was so large compared to the broader market was in 2000, before the dotcom bubble burst.</p>\n<p>A poor performance by Big Tech could drag the S&amp;P 500 down. The index is weighted according to market cap, so when the biggest stocks fall, it makes more of a difference than when smaller companies decline. If the S&amp;P 500 is to post solid gains from here, it will need the help of stocks outside of Big Tech.</p>\n<p>That is also far from a certainty. The percentage of New York Stock Exchange-listed stocks that are trading above their 200-day moving averages was just under 50% as of Monday, compared with close to 100% during the best times, according to Morgan Stanley. If so many stocks keep trading at such low prices, the S&amp;P 500 should fall about 8% from its current level, the bank’s data show.</p>\n<p>One positive is that the S&amp;P 500 has risen about 4% in the four trading days since the low of its recent pullback. This week, the vast majority of stocks on the index have participated in the rally.</p>\n<p>That is a good sign, but investors will need to see the index stage a broad rally for longer in order to have confidence in the gains.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Pain Isn’t Over for Big Tech Stocks. That’s Bad for the S&P 500.</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\">\nThe Pain Isn’t Over for Big Tech Stocks. That’s Bad for the S&P 500.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 15:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/big-tech-pain-stock-market-sp500-51638909682?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for the S&P 500.\nThere’s no denying that these stocks are on the up again, for now.Apple (AAPL),Meta ...</p>\n\n<a href=\"https://www.barrons.com/articles/big-tech-pain-stock-market-sp500-51638909682?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","NFLX":"奈飞","MSFT":"微软",".SPX":"S&P 500 Index","AMZN":"亚马逊","GOOGL":"谷歌A","TSLA":"特斯拉","AAPL":"苹果",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/big-tech-pain-stock-market-sp500-51638909682?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119697932","content_text":"Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for the S&P 500.\nThere’s no denying that these stocks are on the up again, for now.Apple (AAPL),Meta Platforms (FB),Amazon.com (AMZN),Netflix (NFLX),Alphabet (GOOGL),Microsoft (MSFT), and Tesla (TSLA) have all risen between 3% and 10% from the low points reached in their recent pullbacks. Stocks had been sliding from mid-November until late last week, as the Federal Reserve signaled that it might move sooner than planned to halt the bond purchases it has used to prop up the economy during the pandemic.\nLess money moving into long-dated Treasury bonds allows their prices to fall, all else being equal, pushing yields on the debt higher. Those higher interest rates reduce the current, discounted value of future profits—and investors in these tech giants are counting on big profits many years down the line.\nBut it’s far from certain that the pain for Big Tech stocks is over.\nThe Fed’s change in stance will make gains hard to come by for Big Tech stocks. Central banks effectively print money to buy bonds, so the more they purchase,, the bigger their balance sheets become. Less bond buying means slower balance-sheet growth, which makes a difference for Big Tech stocks, according to Bank of America.\nIts data show a close correlation between the size of central-bank balance sheets and Big Tech valuations. And the aggregate size of the balance sheets of the Fed, the European Central Bank, the Bank of Japan, and the Bank of England has flattened out at about $25 trillion, while the market capitalization of the Big Tech stocks has continued to rise.\nThe problem is that based on history, a central-bank balance sheet of about $25 trillion implies an the aggregate market capitalization for those Big Tech stocks of around $9 trillion, according to Bank of America’s data. That would mean a decline of about 20% from the current $11.3 trillion.\nA separate indicator also hints that the best of Big Tech’s outperformance may be over. The group’s gains have outpaced the S&P 500’s by so much recently that its total market cap is now the highest portion of the S&P 500’s total value since August 2020. That, of course, was just before the Big Tech stocks all experienced corrections, or declines of at least 10%.\nBefore that, the last time Big Tech was so large compared to the broader market was in 2000, before the dotcom bubble burst.\nA poor performance by Big Tech could drag the S&P 500 down. The index is weighted according to market cap, so when the biggest stocks fall, it makes more of a difference than when smaller companies decline. If the S&P 500 is to post solid gains from here, it will need the help of stocks outside of Big Tech.\nThat is also far from a certainty. The percentage of New York Stock Exchange-listed stocks that are trading above their 200-day moving averages was just under 50% as of Monday, compared with close to 100% during the best times, according to Morgan Stanley. If so many stocks keep trading at such low prices, the S&P 500 should fall about 8% from its current level, the bank’s data show.\nOne positive is that the S&P 500 has risen about 4% in the four trading days since the low of its recent pullback. This week, the vast majority of stocks on the index have participated in the rally.\nThat is a good sign, but investors will need to see the index stage a broad rally for longer in order to have confidence in the gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608716438,"gmtCreate":1638789600375,"gmtModify":1638790346763,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Musk power Tesla Win &nbsp;long term #","listText":"Musk power Tesla Win &nbsp;long term #","text":"Musk power Tesla Win long term #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608716438","repostId":"1105188334","repostType":4,"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608542987,"gmtCreate":1638766042352,"gmtModify":1638766933333,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tesla upside with&nbsp;Musk more Tesla shares and control#","listText":"Tesla upside with&nbsp;Musk more Tesla shares and control#","text":"Tesla upside with Musk more Tesla shares and control#","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608542987","repostId":"1105188334","repostType":2,"repost":{"id":"1105188334","pubTimestamp":1638760294,"share":"https://www.laohu8.com/m/news/1105188334?lang=&edition=full","pubTime":"2021-12-06 11:11","market":"us","language":"en","title":"How Elon Musk sold 10 million Tesla shares and increased his Tesla holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=1105188334","media":"CNN Business","summary":"New York (CNN Business)Tesla CEO Elon Musk sold a massive stake in his company over the past several","content":"<p>New York (CNN Business)Tesla CEO Elon Musk sold a massive stake in his company over the past several weeks. And yet he owns 564,000 more shares than he did at the start of the selling spree.</p>\n<p>An analysis of his filings shows Musk is not backing away from his holdings in Tesla, despite his promise to follow a poll he sent to his Twitter followers, who called on him to sell 10% of his stake. So far he's sold 10.1 million shares — about 7 million shares short of the goal.</p>\n<p>That's because at the same time he is selling shares, he's also exercising options to buy additional stock. And he's doing so at a bargain exercise price of $6.24 a share, well below 1% of Tesla (TSLA)'s current share price. Since Musk's Twitter poll on November 6, he has exercised options to buy 10.7 million shares of Tesla. To be clear, he would have done so with or without the poll — the options were due to expire by August of 2022 if he didn't exercise them.</p>\n<p>And Tesla is poised to award Musk even more options, pending its upcoming financial results. His stake in the company is the reason Musk is the richest person on the planet.</p>\n<h4>Taxes, not Twitter, main reason for sales</h4>\n<p>Whenever he exercises options, he becomes subject to a large income-tax hit because he received those options as his primary form of compensation.</p>\n<p>He owes about $5 billion in federal income taxes on the new shares he has purchased since November 8. He also will probably owe some amount of state taxes. Musk sold off Tesla stock specifically to cover that tax hit, according to the filings.</p>\n<p>Musk also plans to exercise additional options that are set to expire next year. He still has 12.2 million of those soon-to-expire options that he has not yet exercised.</p>\n<p>If past practice is any indication, he'll sell about 5.3 million of those newly acquired shares to cover his tax bill. But that will still leave him with nearly 7 million more shares than he has today.</p>\n<p>Musk is keeping most of the shares he's acquiring, rather than selling them all, as other executives have been known to do when exercising options, including Robyn Denholm, the chair of Tesla's board.</p>\n<p>Once he's done with these soon-to-expire options, Musk will have 22.9 million fewer options than he had at the start of this process. But he'll still have 50.7 million other options that will allow him to buy that many additional shares, albeit at a higher exercise price than options he is now purchasing. He's not likely to exercise them soon, as virtually none of those options will expire until January of 2028.</p>\n<h4>More options on their way</h4>\n<p>The number of options Musk holds is likely to grow significantly in the coming year.</p>\n<p>Musk's pay package was designed to give him 12 different blocks of options once the company hits certain financial performance and market value targets. With the company now worth $1 trillion, the market value targets are all already accomplished, so it's a matter of revenue and profit targets being hit.</p>\n<p>Tesla has already accounted for three additional blocks of 8.4 million options each going to Musk soon, for a total of 25.3 new options, more than making up for the ones he is in the process of exercising. Company filings state that it is \"probable\" that the needed financial targets will be achieved soon.</p>\n<p>Analysts agree. Musk could qualify for one block of 8.4 million options with the fourth-quarter results, and two more with first quarter 2022 results, according to Wall Street's consensus forecasts. And if analysts' estimates are correct, he could get an additional 8.4 million options in the second or third quarter of 2022, and yet another blog early in 2023.</p>\n<h4>Additional stock sales</h4>\n<p>Musk sold a block of 5.4 million Tesla shares that he had previous held in trust over the course of three days shortly after the completed his Twitter poll.</p>\n<p>Most of the shares sold in those transactions were probably ones he has held since the company's 2010 initial public offering. So almost all of the $5.8 billion he received for those sales were probably judged to be long-term capital gains, taxed at a lower 20% rate, not the higher tax rate he'll pay on the exercise of the options.</p>\n<p>To hit the target of selling 10% of the Tesla shares he owned as of the date of the poll, he might need to sell about 2 million more shares to cover the tax bill for his additional 12 million options.</p>\n<p>But even if he does that, with even more options due to come his way, he's still likely to have a bigger stake in Tesla than when he began this process.</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>How Elon Musk sold 10 million Tesla shares and increased his Tesla holdings</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\">\nHow Elon Musk sold 10 million Tesla shares and increased his Tesla holdings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-06 11:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/12/05/investing/elon-musk-tesla-stock-sales/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)Tesla CEO Elon Musk sold a massive stake in his company over the past several weeks. And yet he owns 564,000 more shares than he did at the start of the selling spree.\nAn ...</p>\n\n<a href=\"https://edition.cnn.com/2021/12/05/investing/elon-musk-tesla-stock-sales/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://edition.cnn.com/2021/12/05/investing/elon-musk-tesla-stock-sales/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105188334","content_text":"New York (CNN Business)Tesla CEO Elon Musk sold a massive stake in his company over the past several weeks. And yet he owns 564,000 more shares than he did at the start of the selling spree.\nAn analysis of his filings shows Musk is not backing away from his holdings in Tesla, despite his promise to follow a poll he sent to his Twitter followers, who called on him to sell 10% of his stake. So far he's sold 10.1 million shares — about 7 million shares short of the goal.\nThat's because at the same time he is selling shares, he's also exercising options to buy additional stock. And he's doing so at a bargain exercise price of $6.24 a share, well below 1% of Tesla (TSLA)'s current share price. Since Musk's Twitter poll on November 6, he has exercised options to buy 10.7 million shares of Tesla. To be clear, he would have done so with or without the poll — the options were due to expire by August of 2022 if he didn't exercise them.\nAnd Tesla is poised to award Musk even more options, pending its upcoming financial results. His stake in the company is the reason Musk is the richest person on the planet.\nTaxes, not Twitter, main reason for sales\nWhenever he exercises options, he becomes subject to a large income-tax hit because he received those options as his primary form of compensation.\nHe owes about $5 billion in federal income taxes on the new shares he has purchased since November 8. He also will probably owe some amount of state taxes. Musk sold off Tesla stock specifically to cover that tax hit, according to the filings.\nMusk also plans to exercise additional options that are set to expire next year. He still has 12.2 million of those soon-to-expire options that he has not yet exercised.\nIf past practice is any indication, he'll sell about 5.3 million of those newly acquired shares to cover his tax bill. But that will still leave him with nearly 7 million more shares than he has today.\nMusk is keeping most of the shares he's acquiring, rather than selling them all, as other executives have been known to do when exercising options, including Robyn Denholm, the chair of Tesla's board.\nOnce he's done with these soon-to-expire options, Musk will have 22.9 million fewer options than he had at the start of this process. But he'll still have 50.7 million other options that will allow him to buy that many additional shares, albeit at a higher exercise price than options he is now purchasing. He's not likely to exercise them soon, as virtually none of those options will expire until January of 2028.\nMore options on their way\nThe number of options Musk holds is likely to grow significantly in the coming year.\nMusk's pay package was designed to give him 12 different blocks of options once the company hits certain financial performance and market value targets. With the company now worth $1 trillion, the market value targets are all already accomplished, so it's a matter of revenue and profit targets being hit.\nTesla has already accounted for three additional blocks of 8.4 million options each going to Musk soon, for a total of 25.3 new options, more than making up for the ones he is in the process of exercising. Company filings state that it is \"probable\" that the needed financial targets will be achieved soon.\nAnalysts agree. Musk could qualify for one block of 8.4 million options with the fourth-quarter results, and two more with first quarter 2022 results, according to Wall Street's consensus forecasts. And if analysts' estimates are correct, he could get an additional 8.4 million options in the second or third quarter of 2022, and yet another blog early in 2023.\nAdditional stock sales\nMusk sold a block of 5.4 million Tesla shares that he had previous held in trust over the course of three days shortly after the completed his Twitter poll.\nMost of the shares sold in those transactions were probably ones he has held since the company's 2010 initial public offering. So almost all of the $5.8 billion he received for those sales were probably judged to be long-term capital gains, taxed at a lower 20% rate, not the higher tax rate he'll pay on the exercise of the options.\nTo hit the target of selling 10% of the Tesla shares he owned as of the date of the poll, he might need to sell about 2 million more shares to cover the tax bill for his additional 12 million options.\nBut even if he does that, with even more options due to come his way, he's still likely to have a bigger stake in Tesla than when he began this process.","news_type":1},"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603427736,"gmtCreate":1638443288752,"gmtModify":1638443889845,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Agc rebrand grab for profits taking today #","listText":"Agc rebrand grab for profits taking today #","text":"Agc rebrand grab for profits taking today #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603427736","repostId":"1158072179","repostType":2,"isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603427640,"gmtCreate":1638443243991,"gmtModify":1638443283889,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Grab boon","listText":"Grab boon","text":"Grab boon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603427640","repostId":"1158072179","repostType":2,"repost":{"id":"1158072179","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638436880,"share":"https://www.laohu8.com/m/news/1158072179?lang=&edition=full","pubTime":"2021-12-02 17:21","market":"us","language":"en","title":"Grab stock Skyrocketed 32% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1158072179","media":"Tiger Newspress","summary":"Grab stock Skyrocketed 32% in premarket trading.Grab, Southeast Asia's biggest ride-hailing and food","content":"<p>Grab stock Skyrocketed 32% in premarket trading.Grab, Southeast Asia's biggest ride-hailing and food delivery firm,lists&nbsp;on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) Altimeter Growth Corp(AGC.O).</p>\n<p>The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</p>\n<p><img src=\"https://static.tigerbbs.com/755034d12dd8b016df0369d94758007a\" tg-width=\"850\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab stock Skyrocketed 32% in premarket trading</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\">\nGrab stock Skyrocketed 32% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-02 17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Grab stock Skyrocketed 32% in premarket trading.Grab, Southeast Asia's biggest ride-hailing and food delivery firm,lists&nbsp;on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) Altimeter Growth Corp(AGC.O).</p>\n<p>The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</p>\n<p><img src=\"https://static.tigerbbs.com/755034d12dd8b016df0369d94758007a\" tg-width=\"850\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158072179","content_text":"Grab stock Skyrocketed 32% in premarket trading.Grab, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) Altimeter Growth Corp(AGC.O).\nThe deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.","news_type":1},"isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609298267,"gmtCreate":1638284457666,"gmtModify":1638285215285,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Vaccine revenue&nbsp;upside&nbsp;","listText":"Vaccine revenue&nbsp;upside&nbsp;","text":"Vaccine revenue upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609298267","repostId":"1190156196","repostType":2,"repost":{"id":"1190156196","pubTimestamp":1638242388,"share":"https://www.laohu8.com/m/news/1190156196?lang=&edition=full","pubTime":"2021-11-30 11:19","market":"us","language":"en","title":"5 Vaccine Stocks to Watch as New Covid-19 Variant Strikes the Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1190156196","media":"InvestorPlace","summary":"Here are the stocks to watch as the omicron variant gives rise to a new vaccine race","content":"<p>Here are the stocks to watch as the omicron variant gives rise to a new vaccine race</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/537aabc5fd6c7ca4f614ce1b37dc0a75\" tg-width=\"1024\" tg-height=\"576\" width=\"100%\" height=\"auto\"><span>Source: Shutterstock</span></p>\n<p>As Black Friday approached, most investors were speculating on what the supply chain crisis would mean for the year’s biggest shopping holiday. By the time shopping began, though, most minds were on another news story. A new Covid-19 variant had been detected in South Africa and it was quickly spreading to Europe. Labeled the omicron variant, this new Covid-19 strain poses a threat to the pandemic recovery story. Perhaps most importantly, we don’t yet know how big that threat is. Scientists haveindicatedthat it will take at least a few weeks for them to assess the effectiveness of vaccines against the new variant, which features multiple mutations. As investors ponder what this means for markets, focus has shifted to one specific question: What does this mean for vaccine stocks?</p>\n<p>Investors have expressed concern at what the the emergence of a new variant may mean for markets. It bears noting, though, that such a scenario creates a new opportunity for vaccine stocks, specifically for a new company to pull into the lead.</p>\n<p>While&nbsp;<b>Pfizer’s</b>(NYSE:<b><u>PFE</u></b>)&nbsp;success in&nbsp;producing&nbsp;a vaccine approved for children has helped it maintain a lead over its competitors, other companies recognize the need for further innovation within the vaccine space. Scientists and researchers have yet to reach a conclusion as to how the new variant will react to current vaccines, but the companies producing them are already working around the clock.</p>\n<p>Many vaccine stocks were trending this morning as the omicron variant dominated news coverage. Let’s take a look at what the most prominent vaccine producers are saying and when we can expect to see progress.</p>\n<ul>\n <li><b>Moderna</b>(NASDAQ:<b><u>MRNA</u></b>)</li>\n <li><b>Pfizer</b>(NYSE:<b><u>PFE</u></b>)</li>\n <li><b>BioNTech</b>&nbsp;(NASDAQ:<b><u>BNTX</u></b>)</li>\n <li><b>Johnson &amp; Johnson</b>(NYSE:<b><u>JNJ</u></b>)</li>\n <li><b>Novavax</b>(NASDAQ:<b><u>NVAX</u></b>)</li>\n</ul>\n<p><b>Moderna (MRNA)</b></p>\n<p>Moderna was one of the first companies to have its executive team discuss address the omicron variant.</p>\n<p>On Sunday, CMO Paul Burton spoke to<i>BBC’s</i>Andrew Marr and said Moderna was hoping to see clinical trials of an omicron-specific booster begin within60 to 90 days. CEO Stephane Bancel recentlyspoketo<i>CNBC’s</i>“Squawk Box” on the topic of an omicron- targeting vaccine. While he stated that it will likely take months for the company to develop, produce and ship a vaccine with the ability to target that specific variant, he noted that a booster shot containing a higher 100-microgram dose could be made available much sooner.</p>\n<p>Bancel also floated the possibility of administering higher doses of the current vaccines to particularly high-risk patients, such as those in the elderly or immunocompromised categories.</p>\n<p>This talk of an effective booster that could take on the new variant has sent MRNA stock shooting up today. As of this writing, vaccine stocks are having a good day and Moderna has risen by more than 10%. Today’s gains have put it up by more than 30% for the past five days.</p>\n<p>While&nbsp;the head of drugmaker Moderna said COVID-19 vaccines are unlikely to be as effective against the Omicron variant of the coronavirus as they have been previously, sparking fresh worry in financial markets about the trajectory of the pandemic.</p>\n<p>\"There is no world, I think, where (the effectiveness) is the same level . . . we had with Delta,\" Moderna Chief Executive Stéphane Bancel told the Financial Times&nbsp;in an interview.</p>\n<p>\"I think it's going to be a material drop. I just don't know how much because we need to wait for the data. But all the scientists I've talked to . . . are like 'this is not going to be good.'\"</p>\n<p><b>Pfizer (PFE)</b></p>\n<p>No pharmaceutical company has received as much positive press for its vaccine innovations as Pfizer. Earlier this month, CEO Albert Bourla wasrecommended by one&nbsp;<i>InvestorPlace</i>&nbsp;contributorfor CEO of the year.</p>\n<p>The industry leader alsodiscussedthe new variant earlier today, stating that he believed that Pfizer’s Covid-19 pill would prove effective against it. He noted that the treatment method was designed with the thought process that most virus mutations were coming in spikes, exactly what we are seeing so far from the omicron variant. This gives him, he said, a “very high level of confidence” that the oral treatment, Paxlovid, will prove well-suited to help patients with the new Covid-19 strain.</p>\n<p>Clinical trials have found that when Paxlovid is taken with HIV drug ritonavir, it reduces hospitalization and death by 89% if taken within three days after symptoms have begun.</p>\n<p>While Bourla is still not able to offer much on the effectiveness of the company’s two-dose vaccine against the new variant, he experts it to offer at least some protection. He also said that Pfizer is already at work on a new vaccine and that it produced a DNA template on Friday, speculating that it could be ready within 100 days.</p>\n<p>It is worth noting that Pfizer has been able to create vaccines for previous variants in that timeframe but did not end up having to administer them, as the previously distributed vaccines remained effective.</p>\n<p><b>BioNTech (BNTX)</b></p>\n<p>Pfizer’s original vaccine partner isn’t missing a beat, either.</p>\n<p>The German biotech innovatortold<i>Business Insider</i>that it is already at work on the development of an adapted vaccine to combat the omicron variant. According to the company’s spokespeople, the first steps of such a process “overlap with the research necessary” to evaluate the necessity of a new shot. This approach should enable its research team to move forward as quickly as possible.</p>\n<p>Like its competitors, BioNTech expects to acquire the data necessary to determine next steps in roughly two weeks, as medical researchers rush to examine new cases. In an attempt to keep the process as efficient as possible, the company is already testing its existing vaccine doses. Like Pfizer, it claims that it will be able to ship out this adapted vaccine within 100 days should it prove necessary.</p>\n<p>Like other vaccine stocks, BNTX is having a good day as speculation regarding the vaccine mounts. Shares are up almost 4% as of this writing. Not unlike its competitor Moderna, BioNTech is up almost 20% for the week after seeing a period of mostly flatlining. Earlier this Summer,<i>InvestorPlace</i>&nbsp;analyst Louis Navelliercalledit a better buy among vaccine stocks than Pfizer.</p>\n<p><b>Johnson &amp; Johnson (JNJ)</b></p>\n<p>Like its competitors, Johnson &amp; Johnson is already at work on ways to combat the new variant. Still waiting on further data, though, the company hasstatedit “will progress [its new vaccine] into clinical studies if needed.”</p>\n<p>Mathai Mammen, global head of research and development at J&amp;J subsidiary Janssen Pharmaceuticals, says that the company remains confident in the “robust humoral and cell-mediated responses” that its original vaccine has elicited in patients to date, giving the company confidence in its ability to adapt its current vaccine to handle the omicron variant.</p>\n<p>Mammen added that the company has already begun work on a new vaccine for exactly that purpose and will “rapidly progress into clinical trails” if it is deemed necessary. It has beenreportedthat testing has already begun.</p>\n<p><b>Novavax (NVAX)</b></p>\n<p>A later player to the vaccine race, Novavax hasn’t had the same success in the U.S. as Pfizer or Moderna.</p>\n<p>However, the company recognizes it has a chance to make up the lost ground. In fact, it is already working to develop a vaccine to combat the omicron variant. Novavax hasstatedthat its vaccine will contain the mutated spikes that have experts worried about the variant, thereby enabling recipients to develop necessary immune responses. Its spokespeople have also stated that the testing and developing of the new vaccine will likely take “a few weeks.”</p>\n<p>While Novavax has not filed for approval for its initial Covid-19 in the U.S. yet, it received the green light from regulators in both Indonesia and the Philippines.</p>\n<p>As&nbsp;<i>InvestorPlace</i>&nbsp;Assistant News Writer&nbsp;Eddie Pan&nbsp;reported&nbsp;this morning, NVAX is a name to watch among vaccine stocks as speculation mounts. While no one is likely to know too much for at least two weeks, companies aren’t wasting any time in building on their vaccine innovations in attempt to pull ahead in the vaccine race. Novavax may not have garnered U.S. authorization yet, but it has risen to prominence by way of its global vaccine distribution work, an edge that earned it ahigh rankingamong second-shot vaccine stocks to buy.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Vaccine Stocks to Watch as New Covid-19 Variant Strikes the Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Vaccine Stocks to Watch as New Covid-19 Variant Strikes the Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 11:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are the stocks to watch as the omicron variant gives rise to a new vaccine race\nSource: Shutterstock\nAs Black Friday approached, most investors were speculating on what the supply chain crisis ...</p>\n\n<a href=\"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","MRNA":"Moderna, Inc.","JNJ":"强生","BNTX":"BioNTech SE","PFE":"辉瑞"},"source_url":"https://investorplace.com/2021/11/5-vaccine-stocks-to-watch-as-new-covid-19-variant-strikes-the-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190156196","content_text":"Here are the stocks to watch as the omicron variant gives rise to a new vaccine race\nSource: Shutterstock\nAs Black Friday approached, most investors were speculating on what the supply chain crisis would mean for the year’s biggest shopping holiday. By the time shopping began, though, most minds were on another news story. A new Covid-19 variant had been detected in South Africa and it was quickly spreading to Europe. Labeled the omicron variant, this new Covid-19 strain poses a threat to the pandemic recovery story. Perhaps most importantly, we don’t yet know how big that threat is. Scientists haveindicatedthat it will take at least a few weeks for them to assess the effectiveness of vaccines against the new variant, which features multiple mutations. As investors ponder what this means for markets, focus has shifted to one specific question: What does this mean for vaccine stocks?\nInvestors have expressed concern at what the the emergence of a new variant may mean for markets. It bears noting, though, that such a scenario creates a new opportunity for vaccine stocks, specifically for a new company to pull into the lead.\nWhile Pfizer’s(NYSE:PFE) success in producing a vaccine approved for children has helped it maintain a lead over its competitors, other companies recognize the need for further innovation within the vaccine space. Scientists and researchers have yet to reach a conclusion as to how the new variant will react to current vaccines, but the companies producing them are already working around the clock.\nMany vaccine stocks were trending this morning as the omicron variant dominated news coverage. Let’s take a look at what the most prominent vaccine producers are saying and when we can expect to see progress.\n\nModerna(NASDAQ:MRNA)\nPfizer(NYSE:PFE)\nBioNTech (NASDAQ:BNTX)\nJohnson & Johnson(NYSE:JNJ)\nNovavax(NASDAQ:NVAX)\n\nModerna (MRNA)\nModerna was one of the first companies to have its executive team discuss address the omicron variant.\nOn Sunday, CMO Paul Burton spoke toBBC’sAndrew Marr and said Moderna was hoping to see clinical trials of an omicron-specific booster begin within60 to 90 days. CEO Stephane Bancel recentlyspoketoCNBC’s“Squawk Box” on the topic of an omicron- targeting vaccine. While he stated that it will likely take months for the company to develop, produce and ship a vaccine with the ability to target that specific variant, he noted that a booster shot containing a higher 100-microgram dose could be made available much sooner.\nBancel also floated the possibility of administering higher doses of the current vaccines to particularly high-risk patients, such as those in the elderly or immunocompromised categories.\nThis talk of an effective booster that could take on the new variant has sent MRNA stock shooting up today. As of this writing, vaccine stocks are having a good day and Moderna has risen by more than 10%. Today’s gains have put it up by more than 30% for the past five days.\nWhile the head of drugmaker Moderna said COVID-19 vaccines are unlikely to be as effective against the Omicron variant of the coronavirus as they have been previously, sparking fresh worry in financial markets about the trajectory of the pandemic.\n\"There is no world, I think, where (the effectiveness) is the same level . . . we had with Delta,\" Moderna Chief Executive Stéphane Bancel told the Financial Times in an interview.\n\"I think it's going to be a material drop. I just don't know how much because we need to wait for the data. But all the scientists I've talked to . . . are like 'this is not going to be good.'\"\nPfizer (PFE)\nNo pharmaceutical company has received as much positive press for its vaccine innovations as Pfizer. Earlier this month, CEO Albert Bourla wasrecommended by one InvestorPlace contributorfor CEO of the year.\nThe industry leader alsodiscussedthe new variant earlier today, stating that he believed that Pfizer’s Covid-19 pill would prove effective against it. He noted that the treatment method was designed with the thought process that most virus mutations were coming in spikes, exactly what we are seeing so far from the omicron variant. This gives him, he said, a “very high level of confidence” that the oral treatment, Paxlovid, will prove well-suited to help patients with the new Covid-19 strain.\nClinical trials have found that when Paxlovid is taken with HIV drug ritonavir, it reduces hospitalization and death by 89% if taken within three days after symptoms have begun.\nWhile Bourla is still not able to offer much on the effectiveness of the company’s two-dose vaccine against the new variant, he experts it to offer at least some protection. He also said that Pfizer is already at work on a new vaccine and that it produced a DNA template on Friday, speculating that it could be ready within 100 days.\nIt is worth noting that Pfizer has been able to create vaccines for previous variants in that timeframe but did not end up having to administer them, as the previously distributed vaccines remained effective.\nBioNTech (BNTX)\nPfizer’s original vaccine partner isn’t missing a beat, either.\nThe German biotech innovatortoldBusiness Insiderthat it is already at work on the development of an adapted vaccine to combat the omicron variant. According to the company’s spokespeople, the first steps of such a process “overlap with the research necessary” to evaluate the necessity of a new shot. This approach should enable its research team to move forward as quickly as possible.\nLike its competitors, BioNTech expects to acquire the data necessary to determine next steps in roughly two weeks, as medical researchers rush to examine new cases. In an attempt to keep the process as efficient as possible, the company is already testing its existing vaccine doses. Like Pfizer, it claims that it will be able to ship out this adapted vaccine within 100 days should it prove necessary.\nLike other vaccine stocks, BNTX is having a good day as speculation regarding the vaccine mounts. Shares are up almost 4% as of this writing. Not unlike its competitor Moderna, BioNTech is up almost 20% for the week after seeing a period of mostly flatlining. Earlier this Summer,InvestorPlace analyst Louis Navelliercalledit a better buy among vaccine stocks than Pfizer.\nJohnson & Johnson (JNJ)\nLike its competitors, Johnson & Johnson is already at work on ways to combat the new variant. Still waiting on further data, though, the company hasstatedit “will progress [its new vaccine] into clinical studies if needed.”\nMathai Mammen, global head of research and development at J&J subsidiary Janssen Pharmaceuticals, says that the company remains confident in the “robust humoral and cell-mediated responses” that its original vaccine has elicited in patients to date, giving the company confidence in its ability to adapt its current vaccine to handle the omicron variant.\nMammen added that the company has already begun work on a new vaccine for exactly that purpose and will “rapidly progress into clinical trails” if it is deemed necessary. It has beenreportedthat testing has already begun.\nNovavax (NVAX)\nA later player to the vaccine race, Novavax hasn’t had the same success in the U.S. as Pfizer or Moderna.\nHowever, the company recognizes it has a chance to make up the lost ground. In fact, it is already working to develop a vaccine to combat the omicron variant. Novavax hasstatedthat its vaccine will contain the mutated spikes that have experts worried about the variant, thereby enabling recipients to develop necessary immune responses. Its spokespeople have also stated that the testing and developing of the new vaccine will likely take “a few weeks.”\nWhile Novavax has not filed for approval for its initial Covid-19 in the U.S. yet, it received the green light from regulators in both Indonesia and the Philippines.\nAs InvestorPlace Assistant News Writer Eddie Pan reported this morning, NVAX is a name to watch among vaccine stocks as speculation mounts. While no one is likely to know too much for at least two weeks, companies aren’t wasting any time in building on their vaccine innovations in attempt to pull ahead in the vaccine race. Novavax may not have garnered U.S. authorization yet, but it has risen to prominence by way of its global vaccine distribution work, an edge that earned it ahigh rankingamong second-shot vaccine stocks to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609001564,"gmtCreate":1638203064355,"gmtModify":1638203065058,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"#Nvidia all rounder +&nbsp;long term potential&nbsp;","listText":"#Nvidia all rounder +&nbsp;long term potential&nbsp;","text":"#Nvidia all rounder + long term potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609001564","repostId":"2186262293","repostType":4,"repost":{"id":"2186262293","pubTimestamp":1638155027,"share":"https://www.laohu8.com/m/news/2186262293?lang=&edition=full","pubTime":"2021-11-29 11:03","market":"us","language":"en","title":"Better Semiconductor Stock: Nvidia or AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2186262293","media":"Motley Fool","summary":"Which high-growth chipmaker is the better all-around investment?","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Nvidia is profiting from the robust demand for GPUs in the gaming and data center markets.</li>\n <li>AMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&amp;D and manufacturing issues.</li>\n <li>One of these chipmakers has more catalysts than the other.</li>\n</ul>\n<p>Last December, I compared two of the market's hottest semiconductor stocks: <b>Nvidia</b> (NASDAQ:NVDA) and <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>At the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against <b>Intel </b>(NASDAQ:INTC).</p>\n<p>However, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c23cc7b86d5f4cdb564f53ac3e85040\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>What I got wrong about Nvidia</h2>\n<p>I had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.</p>\n<p>Nvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.</p>\n<p>In the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.</p>\n<p>Analysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from <b>Softbank</b>, which could be stuck in regulatory limbo&nbsp;for the foreseeable future.</p>\n<h2>What I got wrong about AMD</h2>\n<p>AMD performed very well&nbsp;over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.</p>\n<p>AMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of <b>Sony</b>&nbsp;and <b>Microsoft</b>'s new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.</p>\n<p>Yet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.</p>\n<p>In the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.</p>\n<p>Analysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of <b>Xilinx</b> (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.</p>\n<h2>The valuations and upcoming challenges</h2>\n<p>Nvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.</p>\n<p>Nvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.</p>\n<p>AMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.</p>\n<p>That looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.</p>\n<p>AMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.</p>\n<h2>The winner: Nvidia</h2>\n<p>Both chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Semiconductor Stock: Nvidia or AMD</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\">\nBetter Semiconductor Stock: Nvidia or AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4567":"ESG概念","NVDA":"英伟达","BK4550":"红杉资本持仓","BK4512":"苹果概念","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4549":"软银资本持仓","BK4566":"资本集团","BK4529":"IDC概念","BK4503":"景林资产持仓","BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","AMD":"美国超微公司","BK4543":"AI"},"source_url":"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186262293","content_text":"Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and manufacturing issues.\nOne of these chipmakers has more catalysts than the other.\n\nLast December, I compared two of the market's hottest semiconductor stocks: Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD).\nAt the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against Intel (NASDAQ:INTC).\nHowever, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.\nIMAGE SOURCE: GETTY IMAGES.\nWhat I got wrong about Nvidia\nI had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.\nNvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.\nIn the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.\nAnalysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from Softbank, which could be stuck in regulatory limbo for the foreseeable future.\nWhat I got wrong about AMD\nAMD performed very well over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.\nAMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of Sony and Microsoft's new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.\nYet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.\nIn the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.\nAnalysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of Xilinx (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.\nThe valuations and upcoming challenges\nNvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.\nNvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.\nAMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to Taiwan Semiconductor Manufacturing (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.\nThat looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.\nAMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.\nThe winner: Nvidia\nBoth chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875391635,"gmtCreate":1637598963666,"gmtModify":1637598963877,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Google cloud+","listText":"Google cloud+","text":"Google cloud+","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875391635","repostId":"1133441168","repostType":4,"repost":{"id":"1133441168","pubTimestamp":1637588664,"share":"https://www.laohu8.com/m/news/1133441168?lang=&edition=full","pubTime":"2021-11-22 21:44","market":"us","language":"en","title":"Is Google Stock A Buy? Internet Search Giant Tops Among FANG Stocks In 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1133441168","media":"Investors","summary":"Will this be the year that Google stock finally outperforms other FANG stocks? Google-parent Alphabe","content":"<p>Will this be the year that Google stock finally outperforms other FANG stocks? Google-parent&nbsp;<b>Alphabet</b>(GOOGL) has so far done better than&nbsp;<b>Facebook</b>(FB),&nbsp; renamed Meta,&nbsp;<b>Amazon.com</b>(AMZN) and&nbsp;<b>Netflix</b>(NFLX).</p>\n<p>Google stock has jumped nearly 70% in 2021. GOOGL stock has approached a $2 trillion market cap. It would be the third company to reach the milestone.</p>\n<p>\"GOOGL stock has clearly been the most liked, best owned, and least debated megacap internet name,\" JPMorgan analyst Doug Anmuth said in a report to clients.</p>\n<p>Alphabet reported September-quarter earnings and revenue that topped analyst estimates. While internet search advertising revenue came in above expectations, YouTube and cloud computing sales were light in the Google earnings report. Still, Google cloud is&nbsp;picking up traction in the enterprise market.</p>\n<p>Google investments continue to ramp. Morgan Stanley forecasts that hiring will increase significantly in 2022. GOOGL stock will also face more difficult year-over-year growth comparisons in 2022 as the coronavirus emergency fades.</p>\n<p>Alphabet repurchased $12.6 billion of GOOGL stock in the September quarter vs. $12.8 billion in the second quarter.</p>\n<p>Google stock bulls trumpet a rebound in digital advertising as Covid-19 vaccinations expand, boosting global economies as industries normalize.</p>\n<p>GOOGL stock belongs to the&nbsp;IBD Leaderboard. The Leaderboard is IBD's curated list of leading stocks that stand out on technical and fundamental metrics.</p>\n<p>Google Stock: Play Store Revenue To Fall</p>\n<p>With the Android mobile operating system built into devices sold worldwide, revenue growth from the Play Store continues to be a bright spot.</p>\n<p>But a federal judge ruled Sept. 10 that&nbsp;<b>Apple</b>(AAPL) must allow mobile app developers to steer consumers to outside payment methods, granting an injunction sought by Epic Games in a year-long court battle.</p>\n<p>Google's policies have also been under scrutiny.&nbsp; Google in October said service fees at its Play Store would drop to 15% from 30% in the first year. The move will reduce revenue.</p>\n<p>Large-cap internet stocks face regulatory headwinds. In a surprise move, President Joe Biden on June 15 named Lina Khan as chairwoman of the Federal Trade Commission. Khan has been a critic of supersized technology companies. On July 20, Biden nominated Jonathan Kanter, a long-time critic of Big Tech, to lead the antitrust division at the Justice Department.</p>\n<p>Further, Biden issued an&nbsp;executive order targeting Big Tech.</p>\n<p>Under new Alphabet Chief Executive Sundar Pichai, Google has improved transparency. In its fiscal fourth-quarter earnings report, Google disclosed that its fast-growing cloud computing business is unprofitable amid high investments.&nbsp;Still, cloud computing operating margins are expected to improve.</p>\n<p>GOOGL Stock: U.S. Supreme Court Rules Against Oracle</p>\n<p>GOOGL stock broke out on April 5 after theU.S. Supreme Court ruled in Alphabet's favor&nbsp;in a copyright dispute with&nbsp;<b>Oracle</b>(ORCL) involving Android mobile software.&nbsp;But Google stock bears point to tougher regulation aimed at the search giant.</p>\n<p>The Justice Department in October 2020 filed an&nbsp;antitrust lawsuit against Google.&nbsp;The Justice Department charged that Google has harmed competition and consumers by monopolizing internet search and search-related advertising. Due to its huge cash holdings, GOOGL stock has shrugged off three fines totaling $9.3 billion levied by the European Union on antitrust grounds.</p>\n<p>The Justice Department, though, could force Google to restructure if it wins in court. Some analysts say Google stock will be worth more if the company is broken up. A legal battle likely will drag on for years.</p>\n<p>Most investors still know the company as Google, even though the internet search giant reorganized as holding company Alphabet in 2015. The restructuring move separated Google's core internet advertising business from so-called moonshots, such as autonomous vehicles and the Verily Life Sciences unit. Google stock could get a boost if Verily files an initial public offering.</p>\n<p>In a cost-savings move, Google has shut down Loon, its internet balloon project.</p>\n<p>Google stock's strength in artificial intelligence spans digital advertising, the Google Cloud Platform, YouTube and consumer hardware products. GOOGL stock is just one&nbsp;artificial intelligence stock&nbsp;to watch.</p>\n<p>At a Google developers conference in mid-May, the company demonstrated how it uses AI tools in a wide range of applications, including Google Workspace, Google Maps, virtual reality, voice-based search and photos.</p>\n<p>Google Stock: Advertising Core Business</p>\n<p>While Google has expanded into cloud computing and consumer hardware, digital advertising still makes up the lion's share of revenue. Google on June 24 said it would&nbsp;delay plans&nbsp;to have its Chrome internet browser stop supporting third-party cookies by late 2023, two years later than its initial timeframe.</p>\n<p>Amazon is taking market share from Google stock in&nbsp;internet search-related advertising, said a report from market research firm eMarketer. With Amazon gaining ground in digital advertising, Google in 2020 made a big change in how it&nbsp;handles e-commerce listings. Google has also deepened ties to&nbsp;<b>Shopify</b>(SHOP), a&nbsp;provider of e-commerce software.</p>\n<p>In December, 2019, Google co-founder Larry Page stepped down as Alphabet's CEO. Pichai, who headed the Google unit, replaced him. Google co-founder Sergey Brin stepped down as Alphabet's president.</p>\n<p>Google's profit margins remain an issue amid high investments in data centers for&nbsp;cloud computing, artificial intelligence, YouTube and consumer products.&nbsp;In early 2018, Google changed accounting methods. It switched to reporting&nbsp;GAAP earnings, or generally accepted accounting principles. GAAP earnings include stock-based compensation.</p>\n<p>Bank of America forecasts that YouTube's subscription business will reach $18 billion in revenue by 2025, up from $5 billion in 2020. In addition, YouTube is benefiting as major brands shift ad budgets from linear TV to digital channels.&nbsp;Late last year, Google reported that YouTube has more than 30 million music and premium paid subscribers, while YouTube TV has more than 3 million subscribers.</p>\n<p>GOOGL Stock: Fundamental Analysis</p>\n<p>Alphabet reported September-quarter earnings and revenue that topped analyst estimates. While internet search advertising revenue came in above expectations, YouTube and cloud computing sales missed views.</p>\n<p>Google's third quarter earnings under generally accepted accounting principles, also known as GAAP, jumped 71% to $27.99 per share, including gains on equity investments.</p>\n<p>Gross revenue rose 41% to $65.12 billion in the quarter ended Sept. 30. Analysts had estimated Google earnings of $23.73 per share on gross revenue of $63.5 billion.</p>\n<p>The company said net revenue, minus traffic acquisition costs, came in at $53.63 billion vs. estimates of $52.07 billion. Traffic acquisition costs jumped 40% to $11.49 billion.</p>\n<p>Internet search and other revenue rose 44% to $37.93 billion vs. estimates of $36.41 billion. Google said cloud-computing revenue rose 45% to $4.99 billion vs. estimates of $5.17 billion. Despite the revenue miss, Google cloud cut its operating loss almost in half to $644 million.</p>\n<p>YouTube advertising revenue rose 43% to $7.2 billion. Analysts had estimated YouTube ad revenue of $7.42 billion.</p>\n<p>Waymo Autonomous Vehicle Business</p>\n<p>A key question for investors is how much should Google's self-driving-car project Waymo and \"Other Bets\" such as the Verily Life Sciences unit figure into valuation.</p>\n<p>In early 2018, some analysts projected Waymo's long-term valuation in a range of anywhere from $75 billion to $125 billion.Expectations for autonomous vehicles, though, have been lowered recently.</p>\n<p>Waymo in early March raised $2.25 billion in funding from outside investors. including private equity firm Silver Lake, the Canada Pension Plan Investment Board and Abu Dhabi's Mubadala investment arm.</p>\n<p>While Google did not disclose Waymo's valuation in the funding round, reports said it was only $30 billion.</p>\n<p>Waymo CEO John Krafcik, head of the autonomous vehicle unit since 2015, resigned in early April. Alphabet said he would be replaced by two co-CEOs — Tekedra Mawakana and Dmitri Dolgov. Mawakana had been Waymo's chief operating officer while Dolgov was Waymo's chief technology officer.</p>\n<p>Another question is the performance of Google's hardware business. It's battling Apple&nbsp;in smartphones and Amazon in smart-home appliances.</p>\n<p>In addition, Google's new&nbsp;cloud gaming service, Stadia, launched in late 2019. However, Stadia has&nbsp;pulled back on investments&nbsp;in game creation.</p>\n<p>Also, Google in late 2019 agreed to buy smartwatch maker Fitbit for $2.1 billion. The purchase could help Google make a push into the health and fitness market, analysts say. The Fitbit deal finally closed on Jan. 14.</p>\n<p>GOOGL Stock: Technical Analysis</p>\n<p>Google's cloud computing business, meanwhile, faces tough rivals in Amazon and&nbsp;<b>Microsoft</b>(MSFT). Google brought in Thomas Kurian, a former&nbsp;<b>Oracle</b>(ORCL) executive, to improve performance in the corporate market. Bulls say Google Cloud Platform is beginning to take share as it focuses on security, open source software and data analytics.</p>\n<p>In June 2019, Google&nbsp;purchased data analytics firm Looker&nbsp;for $2.6 billion in cash. Santa Cruz, Calif.-based Looker's analytics platform uses business intelligence and data visualization tools. More acquisitions to boost Google's cloud business could be coming, analysts say.</p>\n<p>Meanwhile, Google'sRelative Strength Rating&nbsp;is 89 out of a best possible 90, according to&nbsp;IBD Stock Checkup. The best stocks tend to have an RS rating of 80 or better.</p>\n<p>Google Stock: Is It A Buy Now?</p>\n<p>Google stock owns an Accumulation/Distribution Rating of B-minus. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.</p>\n<p>The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.</p>\n<p>GOOGL stock holds an IBD Composite Rating of 98 out of a best possible 99.</p>\n<p>IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.</p>\n<p>According to&nbsp;IBD MarketSmith analysis, Google stock has a flat base entry point of 2,925.17. As of&nbsp; Nov. 22, GOOGL stock trades in a buy zone, which extends to 3,071.44.</p>","source":"lsy1610449120050","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>Is Google Stock A Buy? Internet Search Giant Tops Among FANG Stocks In 2021</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\">\nIs Google Stock A Buy? Internet Search Giant Tops Among FANG Stocks In 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 21:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/technology/google-stock-buy-now/?src=A00220><strong>Investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Will this be the year that Google stock finally outperforms other FANG stocks? Google-parent Alphabet(GOOGL) has so far done better than Facebook(FB),  renamed Meta, Amazon.com(AMZN) and Netflix(NFLX)...</p>\n\n<a href=\"https://www.investors.com/news/technology/google-stock-buy-now/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.investors.com/news/technology/google-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133441168","content_text":"Will this be the year that Google stock finally outperforms other FANG stocks? Google-parent Alphabet(GOOGL) has so far done better than Facebook(FB),  renamed Meta, Amazon.com(AMZN) and Netflix(NFLX).\nGoogle stock has jumped nearly 70% in 2021. GOOGL stock has approached a $2 trillion market cap. It would be the third company to reach the milestone.\n\"GOOGL stock has clearly been the most liked, best owned, and least debated megacap internet name,\" JPMorgan analyst Doug Anmuth said in a report to clients.\nAlphabet reported September-quarter earnings and revenue that topped analyst estimates. While internet search advertising revenue came in above expectations, YouTube and cloud computing sales were light in the Google earnings report. Still, Google cloud is picking up traction in the enterprise market.\nGoogle investments continue to ramp. Morgan Stanley forecasts that hiring will increase significantly in 2022. GOOGL stock will also face more difficult year-over-year growth comparisons in 2022 as the coronavirus emergency fades.\nAlphabet repurchased $12.6 billion of GOOGL stock in the September quarter vs. $12.8 billion in the second quarter.\nGoogle stock bulls trumpet a rebound in digital advertising as Covid-19 vaccinations expand, boosting global economies as industries normalize.\nGOOGL stock belongs to the IBD Leaderboard. The Leaderboard is IBD's curated list of leading stocks that stand out on technical and fundamental metrics.\nGoogle Stock: Play Store Revenue To Fall\nWith the Android mobile operating system built into devices sold worldwide, revenue growth from the Play Store continues to be a bright spot.\nBut a federal judge ruled Sept. 10 that Apple(AAPL) must allow mobile app developers to steer consumers to outside payment methods, granting an injunction sought by Epic Games in a year-long court battle.\nGoogle's policies have also been under scrutiny.  Google in October said service fees at its Play Store would drop to 15% from 30% in the first year. The move will reduce revenue.\nLarge-cap internet stocks face regulatory headwinds. In a surprise move, President Joe Biden on June 15 named Lina Khan as chairwoman of the Federal Trade Commission. Khan has been a critic of supersized technology companies. On July 20, Biden nominated Jonathan Kanter, a long-time critic of Big Tech, to lead the antitrust division at the Justice Department.\nFurther, Biden issued an executive order targeting Big Tech.\nUnder new Alphabet Chief Executive Sundar Pichai, Google has improved transparency. In its fiscal fourth-quarter earnings report, Google disclosed that its fast-growing cloud computing business is unprofitable amid high investments. Still, cloud computing operating margins are expected to improve.\nGOOGL Stock: U.S. Supreme Court Rules Against Oracle\nGOOGL stock broke out on April 5 after theU.S. Supreme Court ruled in Alphabet's favor in a copyright dispute with Oracle(ORCL) involving Android mobile software. But Google stock bears point to tougher regulation aimed at the search giant.\nThe Justice Department in October 2020 filed an antitrust lawsuit against Google. The Justice Department charged that Google has harmed competition and consumers by monopolizing internet search and search-related advertising. Due to its huge cash holdings, GOOGL stock has shrugged off three fines totaling $9.3 billion levied by the European Union on antitrust grounds.\nThe Justice Department, though, could force Google to restructure if it wins in court. Some analysts say Google stock will be worth more if the company is broken up. A legal battle likely will drag on for years.\nMost investors still know the company as Google, even though the internet search giant reorganized as holding company Alphabet in 2015. The restructuring move separated Google's core internet advertising business from so-called moonshots, such as autonomous vehicles and the Verily Life Sciences unit. Google stock could get a boost if Verily files an initial public offering.\nIn a cost-savings move, Google has shut down Loon, its internet balloon project.\nGoogle stock's strength in artificial intelligence spans digital advertising, the Google Cloud Platform, YouTube and consumer hardware products. GOOGL stock is just one artificial intelligence stock to watch.\nAt a Google developers conference in mid-May, the company demonstrated how it uses AI tools in a wide range of applications, including Google Workspace, Google Maps, virtual reality, voice-based search and photos.\nGoogle Stock: Advertising Core Business\nWhile Google has expanded into cloud computing and consumer hardware, digital advertising still makes up the lion's share of revenue. Google on June 24 said it would delay plans to have its Chrome internet browser stop supporting third-party cookies by late 2023, two years later than its initial timeframe.\nAmazon is taking market share from Google stock in internet search-related advertising, said a report from market research firm eMarketer. With Amazon gaining ground in digital advertising, Google in 2020 made a big change in how it handles e-commerce listings. Google has also deepened ties to Shopify(SHOP), a provider of e-commerce software.\nIn December, 2019, Google co-founder Larry Page stepped down as Alphabet's CEO. Pichai, who headed the Google unit, replaced him. Google co-founder Sergey Brin stepped down as Alphabet's president.\nGoogle's profit margins remain an issue amid high investments in data centers for cloud computing, artificial intelligence, YouTube and consumer products. In early 2018, Google changed accounting methods. It switched to reporting GAAP earnings, or generally accepted accounting principles. GAAP earnings include stock-based compensation.\nBank of America forecasts that YouTube's subscription business will reach $18 billion in revenue by 2025, up from $5 billion in 2020. In addition, YouTube is benefiting as major brands shift ad budgets from linear TV to digital channels. Late last year, Google reported that YouTube has more than 30 million music and premium paid subscribers, while YouTube TV has more than 3 million subscribers.\nGOOGL Stock: Fundamental Analysis\nAlphabet reported September-quarter earnings and revenue that topped analyst estimates. While internet search advertising revenue came in above expectations, YouTube and cloud computing sales missed views.\nGoogle's third quarter earnings under generally accepted accounting principles, also known as GAAP, jumped 71% to $27.99 per share, including gains on equity investments.\nGross revenue rose 41% to $65.12 billion in the quarter ended Sept. 30. Analysts had estimated Google earnings of $23.73 per share on gross revenue of $63.5 billion.\nThe company said net revenue, minus traffic acquisition costs, came in at $53.63 billion vs. estimates of $52.07 billion. Traffic acquisition costs jumped 40% to $11.49 billion.\nInternet search and other revenue rose 44% to $37.93 billion vs. estimates of $36.41 billion. Google said cloud-computing revenue rose 45% to $4.99 billion vs. estimates of $5.17 billion. Despite the revenue miss, Google cloud cut its operating loss almost in half to $644 million.\nYouTube advertising revenue rose 43% to $7.2 billion. Analysts had estimated YouTube ad revenue of $7.42 billion.\nWaymo Autonomous Vehicle Business\nA key question for investors is how much should Google's self-driving-car project Waymo and \"Other Bets\" such as the Verily Life Sciences unit figure into valuation.\nIn early 2018, some analysts projected Waymo's long-term valuation in a range of anywhere from $75 billion to $125 billion.Expectations for autonomous vehicles, though, have been lowered recently.\nWaymo in early March raised $2.25 billion in funding from outside investors. including private equity firm Silver Lake, the Canada Pension Plan Investment Board and Abu Dhabi's Mubadala investment arm.\nWhile Google did not disclose Waymo's valuation in the funding round, reports said it was only $30 billion.\nWaymo CEO John Krafcik, head of the autonomous vehicle unit since 2015, resigned in early April. Alphabet said he would be replaced by two co-CEOs — Tekedra Mawakana and Dmitri Dolgov. Mawakana had been Waymo's chief operating officer while Dolgov was Waymo's chief technology officer.\nAnother question is the performance of Google's hardware business. It's battling Apple in smartphones and Amazon in smart-home appliances.\nIn addition, Google's new cloud gaming service, Stadia, launched in late 2019. However, Stadia has pulled back on investments in game creation.\nAlso, Google in late 2019 agreed to buy smartwatch maker Fitbit for $2.1 billion. The purchase could help Google make a push into the health and fitness market, analysts say. The Fitbit deal finally closed on Jan. 14.\nGOOGL Stock: Technical Analysis\nGoogle's cloud computing business, meanwhile, faces tough rivals in Amazon and Microsoft(MSFT). Google brought in Thomas Kurian, a former Oracle(ORCL) executive, to improve performance in the corporate market. Bulls say Google Cloud Platform is beginning to take share as it focuses on security, open source software and data analytics.\nIn June 2019, Google purchased data analytics firm Looker for $2.6 billion in cash. Santa Cruz, Calif.-based Looker's analytics platform uses business intelligence and data visualization tools. More acquisitions to boost Google's cloud business could be coming, analysts say.\nMeanwhile, Google'sRelative Strength Rating is 89 out of a best possible 90, according to IBD Stock Checkup. The best stocks tend to have an RS rating of 80 or better.\nGoogle Stock: Is It A Buy Now?\nGoogle stock owns an Accumulation/Distribution Rating of B-minus. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading.\nThe rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.\nGOOGL stock holds an IBD Composite Rating of 98 out of a best possible 99.\nIBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.\nAccording to IBD MarketSmith analysis, Google stock has a flat base entry point of 2,925.17. As of  Nov. 22, GOOGL stock trades in a buy zone, which extends to 3,071.44.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872353520,"gmtCreate":1637447883501,"gmtModify":1637447883668,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"#Nvidia + Arm capabilities a&nbsp; +","listText":"#Nvidia + Arm capabilities a&nbsp; +","text":"#Nvidia + Arm capabilities a +","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872353520","repostId":"1133904871","repostType":4,"repost":{"id":"1133904871","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637246459,"share":"https://www.laohu8.com/m/news/1133904871?lang=&edition=full","pubTime":"2021-11-18 22:40","market":"us","language":"en","title":"Nvidia shares surged more than 11% to a new high","url":"https://stock-news.laohu8.com/highlight/detail?id=1133904871","media":"老虎资讯综合","summary":"Nvidia shares surged more than 11% to a new high as the chip maker topped Wall Street expectations w","content":"<p>Nvidia shares surged more than 11% to a new high&nbsp;as&nbsp;the chip maker topped Wall Street expectations with another quarter of record sales and said it expects data-center sales to keep outpacing gaming sales.</p>\n<p><img src=\"https://static.tigerbbs.com/7db41ed8ba51e41cccdac2ae459e3aee\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>In the third quarter, gaming sales rose 42% to a record $3.22 billion, surpassing last quarter’s previous high mark of $3.05 billion, while analysts surveyed by FactSet had expected Nvidia gaming sales of $3.13 billion.</p>\n<p>On the data-center side, sales rose increased 55% to a record $2.94 billion up from a previous high mark of $2.37 billion from the year-ago period, while analysts expected sales of $2.75 billion. On the conference call, Nvidia Chief Executive Jensen Huang said half of those sales were to cloud and cloud-service providers, with the other half coming from businesses spanning various industries.</p>\n<p>Much in the way of the third-quarter results, Colette Kress, Nvidia’s chief financial officer, said on the call that the company expects data-center sales to grow faster sequentially than gaming in the fourth quarter. A little more than a year ago, sales of data-center chips surpassed gaming sales for the first time, but that soon switched back.</p>\n<p>Kress told MarketWatch in an interview that while the data-center opportunity in front of the company is “quite large,” there are still opportunities in gaming.</p>\n<p>“They’re both important: It’s not like one child is better than the other, we adore both children,” Kress told MarketWatch.</p>\n<p>Nvidia reported third-quarter net income of $2.46 billion, or 97 cents a share, compared with $1.34 billion, or 53 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were $1.17 a share, compared with 73 cents a share in the year-ago period.</p>\n<p>Revenue soared to a record $7.1 billion, up 50% from $4.73 billion in the year-ago quarter. Analysts had estimated adjusted earnings of $1.11 a share on revenue of $6.82 billion. Nvidia executives forecasted revenue between $6.66 billion to $6.94 billion in August.</p>\n<p>For the fourth, or current, quarter, the Santa Clara, Calif.-based chip maker forecast revenue of $7.25 billion to $7.55 billion, while analysts surveyed by FactSet have forecast revenue of $6.89 billion on average.</p>\n<p>Addressing capacity shortages, Huang said Nvidia had a “spectacular” amount of foundry capacity “particularly starting the second half of this year and going forward.”</p>\n<p>“Last year was a wake-up call for everybody to be much more mindful about taking supply chain for granted and we were fortunate to have such good partners,” Huang said on the call.</p>\n<p>Recently, the U.K. said it was conducting an in-depth investigationof Nvidia’s plans to acquired Arm Ltd. In the U.S., the company said it was also working with the Federal Trade Commission to address concerns raised by the $40 billion deal.</p>\n<p>The earnings report follows Nvidia’s GTC event last week,in which the company unveiled several new AI products to give developers the tools they need to build out virtual worlds in the so-called metaverse.</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>Nvidia shares surged more than 11% to a new high</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\">\nNvidia shares surged more than 11% to a new high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-18 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nvidia shares surged more than 11% to a new high&nbsp;as&nbsp;the chip maker topped Wall Street expectations with another quarter of record sales and said it expects data-center sales to keep outpacing gaming sales.</p>\n<p><img src=\"https://static.tigerbbs.com/7db41ed8ba51e41cccdac2ae459e3aee\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>In the third quarter, gaming sales rose 42% to a record $3.22 billion, surpassing last quarter’s previous high mark of $3.05 billion, while analysts surveyed by FactSet had expected Nvidia gaming sales of $3.13 billion.</p>\n<p>On the data-center side, sales rose increased 55% to a record $2.94 billion up from a previous high mark of $2.37 billion from the year-ago period, while analysts expected sales of $2.75 billion. On the conference call, Nvidia Chief Executive Jensen Huang said half of those sales were to cloud and cloud-service providers, with the other half coming from businesses spanning various industries.</p>\n<p>Much in the way of the third-quarter results, Colette Kress, Nvidia’s chief financial officer, said on the call that the company expects data-center sales to grow faster sequentially than gaming in the fourth quarter. A little more than a year ago, sales of data-center chips surpassed gaming sales for the first time, but that soon switched back.</p>\n<p>Kress told MarketWatch in an interview that while the data-center opportunity in front of the company is “quite large,” there are still opportunities in gaming.</p>\n<p>“They’re both important: It’s not like one child is better than the other, we adore both children,” Kress told MarketWatch.</p>\n<p>Nvidia reported third-quarter net income of $2.46 billion, or 97 cents a share, compared with $1.34 billion, or 53 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were $1.17 a share, compared with 73 cents a share in the year-ago period.</p>\n<p>Revenue soared to a record $7.1 billion, up 50% from $4.73 billion in the year-ago quarter. Analysts had estimated adjusted earnings of $1.11 a share on revenue of $6.82 billion. Nvidia executives forecasted revenue between $6.66 billion to $6.94 billion in August.</p>\n<p>For the fourth, or current, quarter, the Santa Clara, Calif.-based chip maker forecast revenue of $7.25 billion to $7.55 billion, while analysts surveyed by FactSet have forecast revenue of $6.89 billion on average.</p>\n<p>Addressing capacity shortages, Huang said Nvidia had a “spectacular” amount of foundry capacity “particularly starting the second half of this year and going forward.”</p>\n<p>“Last year was a wake-up call for everybody to be much more mindful about taking supply chain for granted and we were fortunate to have such good partners,” Huang said on the call.</p>\n<p>Recently, the U.K. said it was conducting an in-depth investigationof Nvidia’s plans to acquired Arm Ltd. In the U.S., the company said it was also working with the Federal Trade Commission to address concerns raised by the $40 billion deal.</p>\n<p>The earnings report follows Nvidia’s GTC event last week,in which the company unveiled several new AI products to give developers the tools they need to build out virtual worlds in the so-called metaverse.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133904871","content_text":"Nvidia shares surged more than 11% to a new high as the chip maker topped Wall Street expectations with another quarter of record sales and said it expects data-center sales to keep outpacing gaming sales.\n\nIn the third quarter, gaming sales rose 42% to a record $3.22 billion, surpassing last quarter’s previous high mark of $3.05 billion, while analysts surveyed by FactSet had expected Nvidia gaming sales of $3.13 billion.\nOn the data-center side, sales rose increased 55% to a record $2.94 billion up from a previous high mark of $2.37 billion from the year-ago period, while analysts expected sales of $2.75 billion. On the conference call, Nvidia Chief Executive Jensen Huang said half of those sales were to cloud and cloud-service providers, with the other half coming from businesses spanning various industries.\nMuch in the way of the third-quarter results, Colette Kress, Nvidia’s chief financial officer, said on the call that the company expects data-center sales to grow faster sequentially than gaming in the fourth quarter. A little more than a year ago, sales of data-center chips surpassed gaming sales for the first time, but that soon switched back.\nKress told MarketWatch in an interview that while the data-center opportunity in front of the company is “quite large,” there are still opportunities in gaming.\n“They’re both important: It’s not like one child is better than the other, we adore both children,” Kress told MarketWatch.\nNvidia reported third-quarter net income of $2.46 billion, or 97 cents a share, compared with $1.34 billion, or 53 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were $1.17 a share, compared with 73 cents a share in the year-ago period.\nRevenue soared to a record $7.1 billion, up 50% from $4.73 billion in the year-ago quarter. Analysts had estimated adjusted earnings of $1.11 a share on revenue of $6.82 billion. Nvidia executives forecasted revenue between $6.66 billion to $6.94 billion in August.\nFor the fourth, or current, quarter, the Santa Clara, Calif.-based chip maker forecast revenue of $7.25 billion to $7.55 billion, while analysts surveyed by FactSet have forecast revenue of $6.89 billion on average.\nAddressing capacity shortages, Huang said Nvidia had a “spectacular” amount of foundry capacity “particularly starting the second half of this year and going forward.”\n“Last year was a wake-up call for everybody to be much more mindful about taking supply chain for granted and we were fortunate to have such good partners,” Huang said on the call.\nRecently, the U.K. said it was conducting an in-depth investigationof Nvidia’s plans to acquired Arm Ltd. In the U.S., the company said it was also working with the Federal Trade Commission to address concerns raised by the $40 billion deal.\nThe earnings report follows Nvidia’s GTC event last week,in which the company unveiled several new AI products to give developers the tools they need to build out virtual worlds in the so-called metaverse.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871556694,"gmtCreate":1637098470135,"gmtModify":1637098470878,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"#EV green power&nbsp;","listText":"#EV green power&nbsp;","text":"#EV green power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871556694","repostId":"1119459427","repostType":4,"repost":{"id":"1119459427","pubTimestamp":1637045319,"share":"https://www.laohu8.com/m/news/1119459427?lang=&edition=full","pubTime":"2021-11-16 14:48","market":"us","language":"en","title":"These Are The 6 Best EV Stocks To Buy And Watch Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1119459427","media":"Investor's Business Daily","summary":"EV stocks have multiplied in Tesla's (TSLA) wake and aselectric cars look to go mainstream— but not ","content":"<p>EV stocks have multiplied&nbsp;in&nbsp;<b>Tesla</b>'s (TSLA) wake and aselectric cars look to go mainstream— but not all are created equal.Some car stocks are more readythan others for an EV future. Here are the top-rated electric vehicle makers.</p>\n<p>Are Electric Vehicle Stocks A Good Buy?</p>\n<p>Companies with strong track records of earnings growth and market outperformance that are forming bullish chart patterns are the best candidates for stocks to buy and watch, according toCAN SLIM guidelines.</p>\n<p>But most of the new EV stocks have neither. They include<b>Fisker</b>(FSR),<b>Canoo</b>(GOEV),<b>Faraday Future</b>(FFIE),<b>Lordstown</b>(RIDE) and<b>Xos</b>(XOS). In fact, many of these EV startups aren't delivering or producing electric vehicles yet.</p>\n<p>However, two startups have begun selling their first electric vehicles, bringing in revenue.<b>Lucid Motors</b>(LCID) began deliveries of the Air, a luxury electric sedan Oct. 30.<b>Rivian Automotive</b>(RIVN) has also started delivering the R1T, an electric pickup, with the R1S SUV due before year-end.</p>\n<p>Meanwhile, Chinese EV stocks like&nbsp;<b>Nio</b>(NIO),<b>Xpeng</b>(XPEV) and&nbsp;<b>Li Auto</b>(LI) sell tens of thousands of vehicles, but are unprofitable for now. Then there are legacy auto giants like&nbsp;<b>General Motors</b>(GM),<b>Ford</b>(F) and China's&nbsp;<b>BYD Co.</b>(BYDDF) that are transforming into electric-vehicle powerhouses.</p>\n<p><b>Ferrari</b>(RACE) will launchits first all-electric supercarin 2025, joining the ranks of EV stocks after rejecting the shift to electric vehicles for decades.</p>\n<p>Electric Car Stocks Include Battery Stocks, Charging Stocks, EV Suppliers</p>\n<p>The growing universe of EV stocks doesn't end with carmakers. Other companies make car batteries and car charging stations. Among them are EV charging networks&nbsp;<b>ChargePoint</b>(CHPT),<b>EVgo</b>(EVGO),<b>Blink Charging</b>(BLNK) and&nbsp;<b>Wallbox</b>(WBX).</p>\n<p><b>Hyliion</b>(HYLN) is developing electric powertrains for big-rig trucks as well as powertrains that can be compatible with renewable natural gas and hydrogen fuel cells.</p>\n<p><b>Romeo Power</b>(RMO) makes battery packs for commercial EV fleets. And&nbsp;<b>QuantumScape</b>(QS) touts a major breakthrough in solid-state lithium metal batteries.</p>\n<p><b>Magna</b>(MGA) provided components for the Chevy Bolt EV and will make battery enclosures for GM's Hummer electric truck, due in late 2021. It already makes e-drive gearboxes for Nio and Xpeng. Magna also will make the Fisker Ocean SUV, due out late next year.</p>\n<p>Best EV Stocks To Buy Or Watch</p>\n<p>The recent market sell-off has left the charts of several EV stocks badly damaged. But these stocks had the best mix of fundamentals and technicals, as of Nov. 15.</p>\n<p>Tesla stock&nbsp;has an IBDComposite Rating&nbsp;of 99 and anEPS Ratingof 72. Shares are extended from a 900.50buy point, meaning they are not in a properbuy zone. TSLA stock slid sharply last week.CEO Elon Musk unloaded nearly $7 billion of shares. Musk is likely to sell even more, though the timing is unclear.</p>\n<p>The top auto and EV stock by market cap predicts 50% average annual growth in vehicle deliveries, with 2021 expected to be faster than that pace. In 2020, deliveries grew 36% to 499,647. Its first electric pickup truck, the Cybertruck, is due in late 2022. The newModel S Plaid is Telsa's fastest car yet, going from zero to 60 miles per hour in less than two seconds.</p>\n<p>GM stock&nbsp;has an IBD Composite Rating of 80 and an EPS Rating of 43. Shares are out of range from a 58.70 buy point off adouble-bottom base, according to&nbsp;Market&nbsp;Smith chart analysis. On Nov. 17, GM will open its Factory Zero all-electric assembly plant in Michigan.General Motors on June 16 again hiked its spending on electric and autonomous vehiclesto $35 billion through 2025. It aims to launch 30 new EVs around the world by then. Those vehicles will include a Hummer electric truck, set to arrive in late 2021; luxury Cadillac electric SUV, coming by mid-2022; and a Hummer electric SUV, due by early 2023.</p>\n<p>Ford stock&nbsp;has a Composite Rating of 88 and an EPS Rating of 36. Shares are far extended from a 16.55 entry. The company recently&nbsp;reinstated the Ford stock dividend and hiked full-year outlook. In late May,Ford hiked spending on electric vehicles to more than $30 billionby 2025, and expects 40% of its global sales to be fully electric by 2030. Its goal is to launch 16 fully electric cars by 2022. Ford has received 150,000 reservations for the F-150 Lightning, its first electric truck. That Cybertruck rival is due by mid-2022. Ford also owns 12% of Rivian.</p>\n<p>Lucid stock&nbsp;has a Composite Rating of 62 and an EPS Rating of 4. Lucid stock is far beyond buying range from a 28.49 cup-with-handle entry. On Monday,the new Lucid Air EV won&nbsp;MotorTrend's coveted \"2022 Car of the Year\" award, ahead of Lucid's first earnings report. Red-hot Lucid went on a tear in the past weeks after starting its first EV deliveries. The startup should start generating revenue while profits are still a way off. Lucid's Air Dream edition outguns the longest-range Tesla car by more than 100 miles. The Air Dream starts at $169,000, with more affordable versions to follow.</p>\n<p><b>BYD</b>(BYDDF) has no Composite Rating and an EPS Rating of 36, but it is profitable. Shares are extended from a 35.35 double-bottom entry. The Chinese car and battery giant is making a big shift to electrification, which shows early signs of success.October sales of BYD's electric and hybrid-electric vehicles more than tripled, rising by roughly 10,000 for a fifth straight month. BYD, a long-time holding of Warren Buffett's&nbsp;<b>BerkshireHathaway</b>(BRKB), also has begun selling EVs in Norway, starting with the Tang SUV.</p>\n<p>Xpeng stock&nbsp;has a Composite Rating of 61 and an EPS Rating of 7. Shares are back below a 48.08 buy point in a choppy cup base. Another EV startup, China's Xpeng also more than tripled October EV sales, continuing a hot sales streak.<b>Alibaba</b>(BABA)-backed Xpeng already sells two electric SUVs and two electric sedans, an impressive lineup for a young EV company. A new flagship SUV, possibly called the G-7, may be coming in 2022, along with a highly advanced driver-assist system and a self-driving car service.</p>\n<p>In the near term,EV stocks will continue feeling the squeezefrom the global chip shortage that is affecting the overall auto industry. But longer term, more government support is likely headed for electric vehicles, while prices are coming down.</p>","source":"lsy1610612141385","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>These Are The 6 Best EV Stocks To Buy And Watch Now</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\">\nThese Are The 6 Best EV Stocks To Buy And Watch Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 14:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/best-ev-stocks-buy-now-electric-cars/?src=A00220><strong>Investor's Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>EV stocks have multiplied in Tesla's (TSLA) wake and aselectric cars look to go mainstream— but not all are created equal.Some car stocks are more readythan others for an EV future. Here are the top-...</p>\n\n<a href=\"https://www.investors.com/news/best-ev-stocks-buy-now-electric-cars/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","BYDDY":"比亚迪ADR","F":"福特汽车","002594":"比亚迪","LCID":"Lucid Group Inc","GM":"通用汽车","01211":"比亚迪股份","TSLA":"特斯拉"},"source_url":"https://www.investors.com/news/best-ev-stocks-buy-now-electric-cars/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119459427","content_text":"EV stocks have multiplied in Tesla's (TSLA) wake and aselectric cars look to go mainstream— but not all are created equal.Some car stocks are more readythan others for an EV future. Here are the top-rated electric vehicle makers.\nAre Electric Vehicle Stocks A Good Buy?\nCompanies with strong track records of earnings growth and market outperformance that are forming bullish chart patterns are the best candidates for stocks to buy and watch, according toCAN SLIM guidelines.\nBut most of the new EV stocks have neither. They includeFisker(FSR),Canoo(GOEV),Faraday Future(FFIE),Lordstown(RIDE) andXos(XOS). In fact, many of these EV startups aren't delivering or producing electric vehicles yet.\nHowever, two startups have begun selling their first electric vehicles, bringing in revenue.Lucid Motors(LCID) began deliveries of the Air, a luxury electric sedan Oct. 30.Rivian Automotive(RIVN) has also started delivering the R1T, an electric pickup, with the R1S SUV due before year-end.\nMeanwhile, Chinese EV stocks like Nio(NIO),Xpeng(XPEV) and Li Auto(LI) sell tens of thousands of vehicles, but are unprofitable for now. Then there are legacy auto giants like General Motors(GM),Ford(F) and China's BYD Co.(BYDDF) that are transforming into electric-vehicle powerhouses.\nFerrari(RACE) will launchits first all-electric supercarin 2025, joining the ranks of EV stocks after rejecting the shift to electric vehicles for decades.\nElectric Car Stocks Include Battery Stocks, Charging Stocks, EV Suppliers\nThe growing universe of EV stocks doesn't end with carmakers. Other companies make car batteries and car charging stations. Among them are EV charging networks ChargePoint(CHPT),EVgo(EVGO),Blink Charging(BLNK) and Wallbox(WBX).\nHyliion(HYLN) is developing electric powertrains for big-rig trucks as well as powertrains that can be compatible with renewable natural gas and hydrogen fuel cells.\nRomeo Power(RMO) makes battery packs for commercial EV fleets. And QuantumScape(QS) touts a major breakthrough in solid-state lithium metal batteries.\nMagna(MGA) provided components for the Chevy Bolt EV and will make battery enclosures for GM's Hummer electric truck, due in late 2021. It already makes e-drive gearboxes for Nio and Xpeng. Magna also will make the Fisker Ocean SUV, due out late next year.\nBest EV Stocks To Buy Or Watch\nThe recent market sell-off has left the charts of several EV stocks badly damaged. But these stocks had the best mix of fundamentals and technicals, as of Nov. 15.\nTesla stock has an IBDComposite Rating of 99 and anEPS Ratingof 72. Shares are extended from a 900.50buy point, meaning they are not in a properbuy zone. TSLA stock slid sharply last week.CEO Elon Musk unloaded nearly $7 billion of shares. Musk is likely to sell even more, though the timing is unclear.\nThe top auto and EV stock by market cap predicts 50% average annual growth in vehicle deliveries, with 2021 expected to be faster than that pace. In 2020, deliveries grew 36% to 499,647. Its first electric pickup truck, the Cybertruck, is due in late 2022. The newModel S Plaid is Telsa's fastest car yet, going from zero to 60 miles per hour in less than two seconds.\nGM stock has an IBD Composite Rating of 80 and an EPS Rating of 43. Shares are out of range from a 58.70 buy point off adouble-bottom base, according to Market Smith chart analysis. On Nov. 17, GM will open its Factory Zero all-electric assembly plant in Michigan.General Motors on June 16 again hiked its spending on electric and autonomous vehiclesto $35 billion through 2025. It aims to launch 30 new EVs around the world by then. Those vehicles will include a Hummer electric truck, set to arrive in late 2021; luxury Cadillac electric SUV, coming by mid-2022; and a Hummer electric SUV, due by early 2023.\nFord stock has a Composite Rating of 88 and an EPS Rating of 36. Shares are far extended from a 16.55 entry. The company recently reinstated the Ford stock dividend and hiked full-year outlook. In late May,Ford hiked spending on electric vehicles to more than $30 billionby 2025, and expects 40% of its global sales to be fully electric by 2030. Its goal is to launch 16 fully electric cars by 2022. Ford has received 150,000 reservations for the F-150 Lightning, its first electric truck. That Cybertruck rival is due by mid-2022. Ford also owns 12% of Rivian.\nLucid stock has a Composite Rating of 62 and an EPS Rating of 4. Lucid stock is far beyond buying range from a 28.49 cup-with-handle entry. On Monday,the new Lucid Air EV won MotorTrend's coveted \"2022 Car of the Year\" award, ahead of Lucid's first earnings report. Red-hot Lucid went on a tear in the past weeks after starting its first EV deliveries. The startup should start generating revenue while profits are still a way off. Lucid's Air Dream edition outguns the longest-range Tesla car by more than 100 miles. The Air Dream starts at $169,000, with more affordable versions to follow.\nBYD(BYDDF) has no Composite Rating and an EPS Rating of 36, but it is profitable. Shares are extended from a 35.35 double-bottom entry. The Chinese car and battery giant is making a big shift to electrification, which shows early signs of success.October sales of BYD's electric and hybrid-electric vehicles more than tripled, rising by roughly 10,000 for a fifth straight month. BYD, a long-time holding of Warren Buffett's BerkshireHathaway(BRKB), also has begun selling EVs in Norway, starting with the Tang SUV.\nXpeng stock has a Composite Rating of 61 and an EPS Rating of 7. Shares are back below a 48.08 buy point in a choppy cup base. Another EV startup, China's Xpeng also more than tripled October EV sales, continuing a hot sales streak.Alibaba(BABA)-backed Xpeng already sells two electric SUVs and two electric sedans, an impressive lineup for a young EV company. A new flagship SUV, possibly called the G-7, may be coming in 2022, along with a highly advanced driver-assist system and a self-driving car service.\nIn the near term,EV stocks will continue feeling the squeezefrom the global chip shortage that is affecting the overall auto industry. But longer term, more government support is likely headed for electric vehicles, while prices are coming down.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871020642,"gmtCreate":1637003376983,"gmtModify":1637005319698,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"# Tesla power in autonomous software and lleading edge in&nbsp;green EV&nbsp;","listText":"# Tesla power in autonomous software and lleading edge in&nbsp;green EV&nbsp;","text":"# Tesla power in autonomous software and lleading edge in green EV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871020642","repostId":"1163118124","repostType":4,"repost":{"id":"1163118124","pubTimestamp":1636726239,"share":"https://www.laohu8.com/m/news/1163118124?lang=&edition=full","pubTime":"2021-11-12 22:10","market":"us","language":"en","title":"Tesla: $1 Trillion Of Speculation","url":"https://stock-news.laohu8.com/highlight/detail?id=1163118124","media":"Forbes","summary":"Tesla’s  market cap surpassed the trillion-dollar mark, driven by a post-earnings rally that got a boost from the announcement of a 100,000-vehicle order from Hertz , which might not even happen.Even if it does come to pass, the Hertz order is a drop in the bucket of growth expectations baked into Tesla’s valuation. Tesla needs 155 Hertz-sized orders to justify the revenue expectations in its stock price. Put another way, the $1.2 trillion valuation implies Tesla owns 60%+ of the entire global p","content":"<p>Tesla’s (TSLA) market cap surpassed the trillion-dollar mark, driven by a post-earnings rally that got a boost from the announcement of a 100,000-vehicle order from Hertz (HTZ), which might&nbsp;not even happen.</p>\n<p>Even if it does come to pass, the Hertz order is a drop in the bucket of growth expectations baked into Tesla’s valuation. Tesla needs 155 Hertz-sized orders to justify the revenue expectations in its stock price. Put another way, the $1.2 trillion valuation implies Tesla owns 60%+ of the entire global passenger EV market and becomes more profitable than Apple (AAPL) by 2030.</p>\n<p>This report provides objective perspective on how outrageously high the valuation of Tesla stock is and the clear impracticality of the company meeting the expectations baked into its valuation.</p>\n<p><b>Tesla’s Valuation vs. Competitors Makes No Sense</b></p>\n<p>Tesla’s market cap is now greater than the next 10 largest (ranked by market cap) auto manufacturers combined.</p>\n<p><b>Figure 1:&nbsp;Tesla’s Market Cap Vs. Competitors</b></p>\n<p><img src=\"https://static.tigerbbs.com/fb58977e39c2d0ce868e80de26d098d9\" tg-width=\"925\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>This valuation comes despite Tesla selling less than 1/50th&nbsp;of the vehicles than the combined total sold by the next 10 largest automakers over the trailing twelve months ended the first half of 2021. See Figure 2.</p>\n<p>I cannot conceive of a straight-faced argument for the disconnect between Tesla’s valuation and its vehicle sales compared to its competitors.</p>\n<p><b>Figure 2:&nbsp;Tesla’s Car Sales Vs. Competitors</b></p>\n<p><img src=\"https://static.tigerbbs.com/7fe8de12677dc13fe01f38fbafdcab27\" tg-width=\"946\" tg-height=\"397\" referrerpolicy=\"no-referrer\">* Stellantis sales estimated as Fiat Chrysler and PSA Group’s 2H20 sales and Stellantis’ 1H21 sales. Stellantis was formed as a merger between the two in January 2021.</p>\n<p><b>Is the Hertz Deal Really Worth $100 Billion+ in Market Cap?</b></p>\n<p>Even if Hertz eventually agrees to buy 100,000 Tesla Model 3s, I do not think it is worth the $100 billion in market cap, or $1 million per vehicle, that we saw investors give Tesla’s market cap after the Hertz deal made headlines. Even Elon Musk questioned the surge in share price, noting that the price movement was “strange” given that Tesla is “very much a production ramp problem, not a demand problem.”</p>\n<p>This $100 billion market cap jump makes even less sense in the context of Tesla’s&nbsp;sky-high valuation&nbsp;before the announcement. Clearly, the feasibility of Tesla meeting the sales expectations embedded in its market cap plays no role in its valuation. For those that do care about&nbsp;expectations investing, I did the math and Tesla needs to successfully deliver on 155 Hertz-sized deals to meet the sales implied by a $1.2 trillion market cap.</p>\n<p><b>Will the Hertz Deal Result in Any Profits – If It Goes Through?</b></p>\n<p>After Elon Musk&nbsp;tweeted&nbsp;on November 1, 2021 that “no contract has been signed yet”, the Hertz deal reminds me of another&nbsp;famous tweet: \"am considering taking Tesla private at $420. Funding secured.”</p>\n<p>Even if the deal does go through, the pricing terms are very unclear. Elon insists that no cars will be sold at a discount. Meanwhile, Hertz CEO Mark Fields has made it clear that he is playing the field and working on getting cars from all EV manufacturers on his lot.</p>\n<p>Either Tesla is selling cars at a (large or small) discount, the deal terms are wrong, or the deal does not get done. If the deal gets done, I do not expect it to be profitable. Rental car companies are accustomed to getting discounts for bulk orders, and I see no reason for Hertz to expect to pay list prices on a deal for so many cars.</p>\n<p>At the end of the day, I’m not sure pricing matters because I don't think the Hertz deal gets done. This affair is more about headlines and fueling speculation than doing any real business.</p>\n<p><b>Tesla’s Global Market Share Getting Smaller</b></p>\n<p>Tesla’s first-mover is already eroding, and its market share continues to decline. In the first half of 2021, Tesla sold 14.6% of the EVs&nbsp;sold worldwide&nbsp;compared to 18.8% over the same period in 2020.</p>\n<p>Rising volumes, and falling market share are to be expected in a nascent industry. The problem is that Tesla’s isn’t priced for declining market share. It is priced for massive market share gains, unheard of gains in nearly any industry across the globe, especially in an industry as large and competitive as passenger vehicles.</p>\n<p><b>Reverse DCF Math: Valuation Implies Tesla Will Own 60%+ of the Global Passenger EV Market</b></p>\n<p>At its current average selling price (ASP) of ~$51k, Tesla’s stock price of ~1,200/share implies the firm will sell 16 million vehicles in 2030 (versus ~800k TTM), or 60% of the&nbsp;projected base case global EV passenger vehicle market&nbsp;in 2030. For reference, Adam Jonas, a Morgan Stanley analyst with a price target of $1,600/share, projects Tesla will sell&nbsp;8.1 million vehicles&nbsp;in 2030.</p>\n<p>I think it is unlikely that Tesla will sell such a high volume of vehicles at a $51k ASP, yet the implied vehicle sales based on lower ASPs look even more impractical.</p>\n<p>As detailed in the next section, this analysis assumes Tesla achieves profit margins twice as high as Toyota (TM) and quadruples its current auto manufacturing efficiency. In other words, I aim to provide inarguably best-case scenarios for assessing the expectations reflected in Tesla’s stock price.</p>\n<p>Per Figure 3, Tesla’s current valuation implies that, in 2030, it will sell the following number of vehicles based on these ASP benchmarks:</p>\n<ul>\n <li>16 million vehicles – current ASP of $51k</li>\n <li>21 million vehicles – ASP of $38k (average new car price in the U.S. in 2020)</li>\n <li>46 million vehicles – ASP of $17k (equal to General Motors over the TTM)</li>\n</ul>\n<p>If Tesla achieves those EV sales, the implied market share for the company would be the following (assuming global passenger EV sales reach 25.8 million in 2030, the&nbsp;base case projection from the IEA):</p>\n<ul>\n <li>60% for 16 million vehicles</li>\n <li>80% for 21 million vehicles</li>\n <li>179% for 46 million vehicles</li>\n</ul>\n<p>If I assume the&nbsp;IEA’s best case&nbsp;for global passenger EV sales in 2030, 46.8 million vehicles, the above vehicle sales represent:</p>\n<ul>\n <li>33% for 16 million vehicles</li>\n <li>44% for 21 million vehicles</li>\n <li>98% for 46 million vehicles</li>\n</ul>\n<p><b>Figure 3:&nbsp;Tesla’s Implied Vehicle Sales in 2030 to Justify Current Valuation</b></p>\n<p><img src=\"https://static.tigerbbs.com/9c6d6230910209d16f55e6e527130d43\" tg-width=\"960\" tg-height=\"376\" referrerpolicy=\"no-referrer\"><b>The Math Shows that Tesla Must be More Profitable Than Apple</b></p>\n<p>Here are the assumptions I use in my&nbsp;reverse discounted cash flow (DCF) model&nbsp;to calculate the implied production levels above.</p>\n<p>To justify its current price of ~$1,200/share, Tesla must:</p>\n<ul>\n <li>immediately achieve a 17.2% NOPAT margin (double Toyota’s margin, which is the highest of the large-scale automakers I cover), compared to Tesla’s TTM margin of 7.7%) and</li>\n <li>grow revenue by 38% compounded annually for the next decade.</li>\n</ul>\n<p>In this&nbsp;scenario, Tesla generates&nbsp;<b>$783 billion</b>&nbsp;in revenue in 2030, which is 102% of the combined revenues of Toyota, General Motors, Ford (F), Honda Motor Corp (HMC), and Stellantis (STLA) over the TTM.</p>\n<p>This scenario also implies Tesla generates $135 billion in net operating profit after-tax (NOPAT) in 2030, or 45% higher than Apple’s (AAPL) TTM NOPAT, which, at $93 billion, is the highest of all&nbsp;companies my firm covers.</p>\n<p><b>TSLA Has 60%+ Downside If Morgan Stanley Is Right About Sales</b></p>\n<p>If I assume Tesla reaches Morgan Stanley’s estimate of selling 8.1 million cars in 2030 (which implies a 31% share of the global passenger EV market in 2030), at an ASP of $38k, the stock is worth just $483/share. Details:</p>\n<ul>\n <li>NOPAT margin improves to 17.2% and</li>\n <li>revenue grows 27% compounded annually over the next decade, then</li>\n</ul>\n<p>the stock is worth just $483/share today – 60% downside to the current price.&nbsp;See the math behind this reverse DCF scenario. In this scenario, Tesla grows NOPAT to $60 billion, or nearly 17x its TTM NOPAT, and just 3% below Alphabet’s (GOOGL) TTM NOPAT.</p>\n<p><b>TSLA Has 88%+ Downside Even with 28% Market Share and Realistic Margins</b></p>\n<p>If I estimate more reasonable (but still very optimistic) margins and market share achievements for Tesla, the stock is worth just $148/share. Here’s the math:</p>\n<ul>\n <li>NOPAT margin improves to 8.5% (equal to General Motors’ TTM margin, compared to Tesla’s TTM margin of 7.7%) and</li>\n <li>revenue grows by consensus estimates from 2021-2023 and</li>\n <li>revenue grows 18% a year from 2024-2030, then</li>\n</ul>\n<p>the stock is worth just $148/share today – an 88% downside to the current price.</p>\n<p>In this&nbsp;scenario, Tesla sells 7.2 million cars (at an ASP of 38k) and owns 28% of the global passenger EV market in 2030. If Tesla fails to meet these expectations, then the stock is worth less than $148/share.</p>\n<p>Also, for this scenario, I assume a much more realistic NOPAT margin, 8.5%, for Tesla. Given the expansion required of the business, struggles to be profitable to date, and formidable competition, I think Tesla will be lucky to achieve and sustain a margin as high as 8.5% from 2021-2030.</p>\n<p>Figure 4 compares the firm’s historical NOPAT to the NOPAT implied by its current stock price, the 8.1 million vehicle sales scenario, and the 7.2 million vehicle sales scenario to illustrate just how high the expectations baked into Tesla’s stock price remain. For additional context, I show Toyota’s, General Motors’, and Apple’s TTM NOPAT.</p>\n<p><b>Figure 4: Tesla’s Historical and Implied NOPAT: DCF Valuation Scenarios</b></p>\n<p><img src=\"https://static.tigerbbs.com/25d334530f3477d58879490d628fa8ef\" tg-width=\"936\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p>\n<p>Each of the above scenarios assumes Tesla’s&nbsp;invested capital&nbsp;grows 14% compounded annually through 2030. For reference, Tesla’s invested capital grew 53% compounded annually from 2010-2020 and 29% compounded annually from 2015-2020. Invested capital at the end of 3Q21 grew 21% YoY. Tesla’s property, plant, and equipment has grown even faster, at 58% compounded annually, since 2010.</p>\n<p>A 14% CAGR represents 1/4th&nbsp;the CAGR of Tesla’s property, plant, and equipment since 2010 and assumes the company can build future plants and produce cars 4x more efficiently than it has so far.</p>\n<p>In other words, I aim to provide inarguably best-case scenarios for assessing the expectations for future market share and profits reflected in Tesla’s stock market valuation.</p>\n<p><b>Why Tesla’s $1 Trillion Valuation Is Ridiculous</b></p>\n<p>Now that I’ve shown how high the expectations baked into Tesla’s valuation are, I’ll present some of the many challenges Tesla faces to meet those expectations.</p>\n<p><b>Tesla Remains “Just” a Car Company, Despite Bulls’ Arguments Otherwise.</b>One of the most common arguments bulls make to justify Tesla’s valuation is that the company is more than just a car company. Instead, the argument goes: Tesla is a software, tech, insurance, energy, transportation, “insert any other blank” company. However, the financials bear out a different picture and show the other businesses are more hype than substance. At this point, Tesla is a only car company and generates the entirety of its profits from vehicles.</p>\n<p>Per Figure 5, Tesla generated 88% of revenue from Automotive Sales in 3Q21, which is up from 87% in 3Q20, and above the quarterly average of 86% since 3Q19. For reference, automotive sales made up 87% and 93% of General Motors’ and Ford’s 3Q21 revenue respectively.</p>\n<p><b>Figure 5:&nbsp;Tesla’s Revenue Breakdown: 3Q19 – 3Q21</b></p>\n<p><img src=\"https://static.tigerbbs.com/4b77f52dfd7a9cb05f19a91ac8811919\" tg-width=\"960\" tg-height=\"419\" referrerpolicy=\"no-referrer\">Tesla’s two other segments, Energy generation and storage and Services and other, which make up 12% of revenue in 3Q21, are unprofitable. Over the TTM, Tesla generated $10.8 billion in gross profit. $11.2 billion came from its Automotive segment while Energy generation and storage and Services and other racked up gross losses of $113 million and $263 million. Despite many claims and promises to the contrary over the years, Tesla doesn’t generate gross profit doing anything but selling cars.</p>\n<p><b>Insurance Business Is Not Material.</b>&nbsp;Tesla bulls will also point to Tesla’s insurance business as another way to drive profit growth. I’ve&nbsp;previously covered&nbsp;how Tesla insurance does not have the competitive advantages that bulls ascribe to it and has a long way to go before it can get meaningfully off the ground.</p>\n<p>Even if Tesla’s insurance business gets off the ground, I would not expect it to make much money. For example, from 2004-2006, General Motors generated about $70 per car sold in GAAP net income from its insurance business. If I assume Tesla can generate the same level of business, Tesla insurance would result in just $57 million in GAAP net income based on TTM vehicles sold.</p>\n<p>Bulls will counter that Tesla will be so much better at insurance than GM and that GM is not a good comp. There is no way to know for sure. Nevertheless, I concede that anything is possible, but the likelihood of Tesla’s insurance business being material profit producer is extremely low.</p>\n<p>Regardless of how successful Tesla insurance is, the potential profits from it are nowhere near enough to help to justify the expectations baked into Tesla’s stock price.</p>\n<p><b>Production Capacity Growth Will Require Billions of $.</b>Current and expected production capacities of all known Tesla factories equals ~2.7 million vehicles, or 12.9 million short of the 2030 production implied by its stock price. See Figure 6.</p>\n<p>In other words, despite the new factories coming online, Tesla must spend billions and build many new manufacturing plants before it can approach the capacity needed to sell the number of cars implied by its valuation.</p>\n<p>Given the&nbsp;many issues&nbsp;in ramping production in the past, investors should not assume Tesla can increase its production by 5x without any problems.</p>\n<p><b>Figure 6:&nbsp;Tesla’s Pending Production Shortfall</b></p>\n<p><img src=\"https://static.tigerbbs.com/7d0c946fecb2fd037adac367c7c5b7c2\" tg-width=\"960\" tg-height=\"285\" referrerpolicy=\"no-referrer\">*Projection based on&nbsp;InsideEVs estimate&nbsp;of 600,000 vehicles per year</p>\n<p>**Optimistic assumption based on Texas being Tesla’s biggest factory and&nbsp;possibly the largest factory&nbsp;in the United States</p>\n<p><b>Incumbents Must Fail for Tesla to Meet Growth Expectations.</b>For many years now, incumbent automakers have spent billions of dollars building out their EV offerings. Automakers other than Tesla already account for 85% of&nbsp;global EV sales&nbsp;through the first half of 2021.</p>\n<p>The global EV market is simply not big enough for Tesla to achieve the sales expectations in its valuation unless nearly all of the incumbents reverse course and completely fail to sell EVs.</p>\n<p>Here are the projections from the large incumbent automakers that have provided specific goals for future EV production.</p>\n<ul>\n <li>Volkswagen Group projects that&nbsp;50% of its global sales&nbsp;will be fully electric by 2030</li>\n <li>Stellantis projects&nbsp;70%&nbsp;and&nbsp;40%&nbsp;of its European and North American sales, respectively, will be fully electric by 2030</li>\n <li>Ford&nbsp;projects&nbsp;that 40% of its sales will be fully electric by 2030.</li>\n <li>Toyota&nbsp;projects&nbsp;that it will sell 2 million EVs by 2030</li>\n <li>Honda&nbsp;plans&nbsp;to sell only EVs in China by 2030</li>\n <li>BMW&nbsp;expects&nbsp;at least half its sales to be zero-emission vehicles by 2030</li>\n <li>Daimler, manufacturer of Mercedes Benz,&nbsp;expects&nbsp;half its sales to be “EV and hybrid by 2025”</li>\n <li>General Motors is&nbsp;targeting&nbsp;EV sales of “more than 1 million” by 2025</li>\n <li>Volvo&nbsp;plans&nbsp;to sell only fully electric vehicles by 2030</li>\n <li>Nissan&nbsp;projects&nbsp;40% of U.S. sales to be EVs by 2030</li>\n</ul>\n<p>Based on these projections, I estimate how many EVs each company aims to produce[1]&nbsp;by 2030 and the market share implied by that production as a percentage of&nbsp;base-case global passenger EV sales in 2030.</p>\n<ul>\n <li>Volkswagen Group: 5.5 million, 21% market share</li>\n <li>Stellantis: 3.6 million[2], 14% market share</li>\n <li>Ford: 2.2 million, 9% market share</li>\n <li>Toyota: 2 million, 8% market share</li>\n <li>Honda (in China): 1.5 million, 6% market share</li>\n <li>BMW: 1.3 million, 5% market share</li>\n <li>Mercedes Benz: 1.2+ million, 5% market share</li>\n <li>General Motors: 1+ million, 4% market share</li>\n <li>Volvo: 700,000, 3% market share</li>\n <li>Nissan (in U.S.): 500,000, 2% market share</li>\n <li><b>Total = 19+ million vehicles and 75% market share</b></li>\n</ul>\n<p>These estimates do not include other incumbents and new entrants (e.g. Jaguar Land Rover, NIO Inc. [NIO], Rivian [RIVN], Ludic [LCID] and more) or other Chinese EV makers because I could not find specific projections for EV production. Nevertheless, I am confident that their combined market share will be more than zero.</p>\n<p>The point is that the rest of the world is not planning to stand by, give up existing market share, and let Tesla own majority of the EV market. Many very experienced and successful automakers are spending many multiples of what Tesla is spending to compete in the EV market.</p>\n<p>The bottom line is that it is hard to make a straight-faced argument that Tesla can achieve the sales implied by its valuation in a competitive market.</p>\n<p><b>Incumbents Can Afford to Spend More than Tesla.</b>Incumbents already have infrastructure to produce and sell vehicles at scale, and they are spending billions of dollars to compete in the EV market. Ford, Volkswagen, General Motors, and Stellantis alone are planning to spend at least $280 billion through 2025 and produce over 12 million EVs by 2030.</p>\n<p>Given the huge investments from multiple competitors, I expect the EV market will be extremely competitive, as manufacturers fight for profits and market share. The “winner take all” outcome implied by Tesla’s valuation is extremely unlikely. Perhaps, Bernstein analyst Toni Sacconaghi&nbsp;said it best, “the automotive industry is an increasingly global and hypercompetitive industry and I believe that surplus profits and technology innovation will likely be competed away over time, as has been the case historically.\" In such a market, Tesla cannot achieve the market share implied by its valuation.</p>\n<p>Unlike Tesla, the incumbents generate plenty of free cash flow (FCF) to fund their EV investments and don’t have to dilute existing shareholders to expand EV capacity as Tesla does. For instance, over the last five years, General Motors, Stellantis, and Ford generated a cumulative $12.4 billion, $7.1, and $6.1 billion in free cash flow while Tesla burned -$19.5 billion.</p>\n<p><b>FSD Continues to Overpromise And Underdeliver.</b>Full-self driving (FSD) has been consistently plagued by issues that, unfortunately, have deadly consequences. Industry research provider Guidehouse Insights ranks Tesla last in its&nbsp;2021 ranking&nbsp;of Automated Driver Systems (ADS), and states flatly, “Tesla needs a thorough rethink of its approach to developing ADS. It has overpromised with its marketing for nearly 5 years and severely underdelivered.”</p>\n<p>Per Figure 7, Tesla lags the competition by quite a large margin, as it’s the only company that falls into the \"Followers\" category.</p>\n<p>The most recent problems with Tesla’s FSD version 10.3 forced the company to&nbsp;roll back the update&nbsp;as users reported false crash warnings and other problems with autosteer and cruise control. These issues resulted in Tesla recalling nearly 12,000 vehicles because “a communication error may cause a false forward-collision warning or unexpected activation of the emergency brakes,”&nbsp;according&nbsp;to the National Highway Traffic Safety Administration (NHTSA).</p>\n<p>While the roll out of an updated 10.3.1 has restarted, Tesla’s haphazard approach to deploying FSD remains unsettling and led Guidehouse Insights to&nbsp;note, “Tesla’s approach to testing its system is fundamentally at odds with virtually every other company in this industry.”</p>\n<p><b>Figure 7:&nbsp;Tesla Ranks Last Amongst Automated Driver Systems</b></p>\n<p><img src=\"https://static.tigerbbs.com/6ddd92d3ed67347fa0741599f91ce31d\" tg-width=\"919\" tg-height=\"739\" width=\"100%\" height=\"auto\"></p>\n<p>Alphabet’s Waymo&nbsp;routinely&nbsp;ranks as the best automated driving system. Importantly, many of the firms ranked ahead of Tesla are focused solely on building automated driving systems and are not distracted by scaling up automobile production, delivery logistics, and the general day-to-day operations of producing cars. Even so, other direct competitors such as GM Super Cruise also get&nbsp;better scores&nbsp;from&nbsp;third-party organizations.</p>\n<p><b>Increased Regulatory Risk.</b>While Tesla has mysteriously avoided regulatory crackdown on its sales of FSD and practice of beta testing software on live drivers and roads, renewed requests from the NHTSA/National Transportation Safety Board (NTSB) signal that Tesla might be held accountable for practices that many find highly misleading and dangerous to citizens.</p>\n<p>Missy Cummings, recently&nbsp;appointed&nbsp;as senior advisor for safety at the NHTSA, has expressed concerns about Tesla’s FSD in the past, tweeting as far back as 2019 that Tesla’s “autopilot easily cause mode confusion, is unreliable and unsafe” and that “NHTSA should require Tesla turn it off.”</p>\n<p>More recently, Tesla requested “confidential business information treatment” on its responses to a litany of information requests the NHTSA made as part of its investigation into FSD. If approved, the public would likely never see Tesla’s responses to key questions pertaining to Tesla not issuing a recall for Autopilot after multiple accidents involving parked emergency vehicles, the selection criteria for Tesla’s FSD beta testing program, and the non-disclosure agreements Tesla was making drivers sign before they could use the beta system.</p>\n<p>The NHTSA is not alone in criticizing Tesla and its FSD rollout. On October 26, 2021, the head of the U.S. NTSB, Jennifer Homendy, said that Tesla has not yet officially responded to the NTSB regarding its safety recommendations while calling the use of full self-driving ”misleading.” She stated, “my biggest concern is that Tesla is rolling out full self-driving technology in beta on city streets with untrained drivers and they have not addressed our recommendations that we’ve issued as a result of numerous investigations of Tesla crashes.”</p>\n<p><b>Battery Technologies Are Nothing Special.</b>Tesla announced it will be switching to a lithium iron phosphate (LFP) battery in all standard range cars. These batteries are already being used in vehicles built in the Shanghai factory, and this switch is expected to bring down costs. The timing of this change comes as other battery producers, in partnership with incumbent auto manufacturers, are ramping up production, which should drive down battery costs for all EV makers. In other words, the competitive advantages of a cheaper battery may be short-lived, as incumbents build economies of scale in their own supply chain in the coming years.</p>\n<p>Additionally, while the much heralded 4680 cylindrical battery, produced by Panasonic for Tesla, and&nbsp;nearly ready for production, should bring a higher energy density in a more efficient package, competitors’ offerings all aim to provide the same.</p>\n<p>General Motor’s Ultium platform will enable up to 400-450 miles of range, and the firm is building a new battery research facility aimed at building batteries capable of 600 miles on a single charge. General Motors recently announced a joint venture with LG Chem to build a second U.S. battery cell plant, which is&nbsp;expected&nbsp;to have an annual capacity of 35 gigawatt hours, or slightly above the 30 gigawatt hour capacity of its first Lordstown battery plant. Morgan Stanley analyst Adam Jonas&nbsp;noted&nbsp;that the “formation of Ultium/Ultium Cells LLC will prove to be a critical point of strategic differentiation that will ultimately drive value creation for [GM] shareholders.”</p>\n<p>Ford’s Mustang Mach-E became the&nbsp;first electric SUV&nbsp;not made by Tesla to reach an EPA-rated range of up to 300 miles, and the company recently entered a partnership with SK Innovation to build three U.S.-based battery plants to power 1 million EVs annually.</p>\n<p>On its own, LG Chem plans to expand its existing U.S. facilities and build two more plants that will produce both pouch cells used by General Motors, Ford, Jaguar, Audi, Porsche, and more, as well as the cylindrical cells used by Tesla.</p>\n<p>Ultimately, the race for the “perfect” battery is less important than the race to procure battery supplies to build the number of EVs each manufacturer aims to produce in the coming years. The incumbents have proven they can maintain and win a race to procure supplies, and they’ve only been doing it for multiple decades now.</p>\n<p><b>Not All Supply Issues Can Be Coded Away.</b>To its credit, Tesla managed the global chip shortage relatively well by re-writing software to allow the use of alternative chips. However, not all supply issues can be solved via software, as evidenced by the growing wait times for Tesla’s vehicles. As Electrek&nbsp;notes, Tesla recently updated its delivery timelines for new orders, and depending upon specs, some vehicles won’t be delivered until September 2022 if ordered today. New orders for the Model 3 Standard Range Plus, which is Tesla’s cheapest vehicle, are currently on pace to be delivered in May 2022, or seven months from now.</p>\n<p>While certainly not unique to Tesla, extended delivery/wait times give consumers ample time to comparison shop and possibly switch orders to a competitor’s EV that would be available sooner.</p>\n<p>Delivery delays aren’t exclusive to in-production vehicles, but Tesla’s future vehicles as well. The much-hyped Cybertruck has recently been delayed again, this time until at least 2023 (compared to an original late 2021 release), which ultimately gives competitors more time to establish a presence in the EV truck market. I recently outlined the many competitors in the EV truck market in my&nbsp;report on Rivian.</p>\n<p><b>Putting It All Together: Tesla Provides Poor Risk/Reward</b></p>\n<p>Given the challenges ahead for Tesla, coupled with a valuation that implies it will take 60%+ of the global EV market share, I think it is clear: Tesla’s stock offers poor risk/reward.</p>\n<p>Tesla has proven risky to short, but investors need not buy shares today at such an elevated price.</p>\n<p>If you’re buying Tesla at its current valuation, you’re not only betting that it will be the only winner of the electrification of the global automotive fleet, but that it will somehow be twice as profitable as Toyota and achieve at least 60% market share. With anything less than total market domination, TSLA presents large downside risk.</p>","source":"fors","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: $1 Trillion Of Speculation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: $1 Trillion Of Speculation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-12 22:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.forbes.com/sites/greatspeculations/2021/11/09/tesla-1-trillion-of-speculation/?sh=34ca1f2f77eb><strong>Forbes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s (TSLA) market cap surpassed the trillion-dollar mark, driven by a post-earnings rally that got a boost from the announcement of a 100,000-vehicle order from Hertz (HTZ), which might not even ...</p>\n\n<a href=\"https://www.forbes.com/sites/greatspeculations/2021/11/09/tesla-1-trillion-of-speculation/?sh=34ca1f2f77eb\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.forbes.com/sites/greatspeculations/2021/11/09/tesla-1-trillion-of-speculation/?sh=34ca1f2f77eb","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163118124","content_text":"Tesla’s (TSLA) market cap surpassed the trillion-dollar mark, driven by a post-earnings rally that got a boost from the announcement of a 100,000-vehicle order from Hertz (HTZ), which might not even happen.\nEven if it does come to pass, the Hertz order is a drop in the bucket of growth expectations baked into Tesla’s valuation. Tesla needs 155 Hertz-sized orders to justify the revenue expectations in its stock price. Put another way, the $1.2 trillion valuation implies Tesla owns 60%+ of the entire global passenger EV market and becomes more profitable than Apple (AAPL) by 2030.\nThis report provides objective perspective on how outrageously high the valuation of Tesla stock is and the clear impracticality of the company meeting the expectations baked into its valuation.\nTesla’s Valuation vs. Competitors Makes No Sense\nTesla’s market cap is now greater than the next 10 largest (ranked by market cap) auto manufacturers combined.\nFigure 1: Tesla’s Market Cap Vs. Competitors\n\nThis valuation comes despite Tesla selling less than 1/50th of the vehicles than the combined total sold by the next 10 largest automakers over the trailing twelve months ended the first half of 2021. See Figure 2.\nI cannot conceive of a straight-faced argument for the disconnect between Tesla’s valuation and its vehicle sales compared to its competitors.\nFigure 2: Tesla’s Car Sales Vs. Competitors\n* Stellantis sales estimated as Fiat Chrysler and PSA Group’s 2H20 sales and Stellantis’ 1H21 sales. Stellantis was formed as a merger between the two in January 2021.\nIs the Hertz Deal Really Worth $100 Billion+ in Market Cap?\nEven if Hertz eventually agrees to buy 100,000 Tesla Model 3s, I do not think it is worth the $100 billion in market cap, or $1 million per vehicle, that we saw investors give Tesla’s market cap after the Hertz deal made headlines. Even Elon Musk questioned the surge in share price, noting that the price movement was “strange” given that Tesla is “very much a production ramp problem, not a demand problem.”\nThis $100 billion market cap jump makes even less sense in the context of Tesla’s sky-high valuation before the announcement. Clearly, the feasibility of Tesla meeting the sales expectations embedded in its market cap plays no role in its valuation. For those that do care about expectations investing, I did the math and Tesla needs to successfully deliver on 155 Hertz-sized deals to meet the sales implied by a $1.2 trillion market cap.\nWill the Hertz Deal Result in Any Profits – If It Goes Through?\nAfter Elon Musk tweeted on November 1, 2021 that “no contract has been signed yet”, the Hertz deal reminds me of another famous tweet: \"am considering taking Tesla private at $420. Funding secured.”\nEven if the deal does go through, the pricing terms are very unclear. Elon insists that no cars will be sold at a discount. Meanwhile, Hertz CEO Mark Fields has made it clear that he is playing the field and working on getting cars from all EV manufacturers on his lot.\nEither Tesla is selling cars at a (large or small) discount, the deal terms are wrong, or the deal does not get done. If the deal gets done, I do not expect it to be profitable. Rental car companies are accustomed to getting discounts for bulk orders, and I see no reason for Hertz to expect to pay list prices on a deal for so many cars.\nAt the end of the day, I’m not sure pricing matters because I don't think the Hertz deal gets done. This affair is more about headlines and fueling speculation than doing any real business.\nTesla’s Global Market Share Getting Smaller\nTesla’s first-mover is already eroding, and its market share continues to decline. In the first half of 2021, Tesla sold 14.6% of the EVs sold worldwide compared to 18.8% over the same period in 2020.\nRising volumes, and falling market share are to be expected in a nascent industry. The problem is that Tesla’s isn’t priced for declining market share. It is priced for massive market share gains, unheard of gains in nearly any industry across the globe, especially in an industry as large and competitive as passenger vehicles.\nReverse DCF Math: Valuation Implies Tesla Will Own 60%+ of the Global Passenger EV Market\nAt its current average selling price (ASP) of ~$51k, Tesla’s stock price of ~1,200/share implies the firm will sell 16 million vehicles in 2030 (versus ~800k TTM), or 60% of the projected base case global EV passenger vehicle market in 2030. For reference, Adam Jonas, a Morgan Stanley analyst with a price target of $1,600/share, projects Tesla will sell 8.1 million vehicles in 2030.\nI think it is unlikely that Tesla will sell such a high volume of vehicles at a $51k ASP, yet the implied vehicle sales based on lower ASPs look even more impractical.\nAs detailed in the next section, this analysis assumes Tesla achieves profit margins twice as high as Toyota (TM) and quadruples its current auto manufacturing efficiency. In other words, I aim to provide inarguably best-case scenarios for assessing the expectations reflected in Tesla’s stock price.\nPer Figure 3, Tesla’s current valuation implies that, in 2030, it will sell the following number of vehicles based on these ASP benchmarks:\n\n16 million vehicles – current ASP of $51k\n21 million vehicles – ASP of $38k (average new car price in the U.S. in 2020)\n46 million vehicles – ASP of $17k (equal to General Motors over the TTM)\n\nIf Tesla achieves those EV sales, the implied market share for the company would be the following (assuming global passenger EV sales reach 25.8 million in 2030, the base case projection from the IEA):\n\n60% for 16 million vehicles\n80% for 21 million vehicles\n179% for 46 million vehicles\n\nIf I assume the IEA’s best case for global passenger EV sales in 2030, 46.8 million vehicles, the above vehicle sales represent:\n\n33% for 16 million vehicles\n44% for 21 million vehicles\n98% for 46 million vehicles\n\nFigure 3: Tesla’s Implied Vehicle Sales in 2030 to Justify Current Valuation\nThe Math Shows that Tesla Must be More Profitable Than Apple\nHere are the assumptions I use in my reverse discounted cash flow (DCF) model to calculate the implied production levels above.\nTo justify its current price of ~$1,200/share, Tesla must:\n\nimmediately achieve a 17.2% NOPAT margin (double Toyota’s margin, which is the highest of the large-scale automakers I cover), compared to Tesla’s TTM margin of 7.7%) and\ngrow revenue by 38% compounded annually for the next decade.\n\nIn this scenario, Tesla generates $783 billion in revenue in 2030, which is 102% of the combined revenues of Toyota, General Motors, Ford (F), Honda Motor Corp (HMC), and Stellantis (STLA) over the TTM.\nThis scenario also implies Tesla generates $135 billion in net operating profit after-tax (NOPAT) in 2030, or 45% higher than Apple’s (AAPL) TTM NOPAT, which, at $93 billion, is the highest of all companies my firm covers.\nTSLA Has 60%+ Downside If Morgan Stanley Is Right About Sales\nIf I assume Tesla reaches Morgan Stanley’s estimate of selling 8.1 million cars in 2030 (which implies a 31% share of the global passenger EV market in 2030), at an ASP of $38k, the stock is worth just $483/share. Details:\n\nNOPAT margin improves to 17.2% and\nrevenue grows 27% compounded annually over the next decade, then\n\nthe stock is worth just $483/share today – 60% downside to the current price. See the math behind this reverse DCF scenario. In this scenario, Tesla grows NOPAT to $60 billion, or nearly 17x its TTM NOPAT, and just 3% below Alphabet’s (GOOGL) TTM NOPAT.\nTSLA Has 88%+ Downside Even with 28% Market Share and Realistic Margins\nIf I estimate more reasonable (but still very optimistic) margins and market share achievements for Tesla, the stock is worth just $148/share. Here’s the math:\n\nNOPAT margin improves to 8.5% (equal to General Motors’ TTM margin, compared to Tesla’s TTM margin of 7.7%) and\nrevenue grows by consensus estimates from 2021-2023 and\nrevenue grows 18% a year from 2024-2030, then\n\nthe stock is worth just $148/share today – an 88% downside to the current price.\nIn this scenario, Tesla sells 7.2 million cars (at an ASP of 38k) and owns 28% of the global passenger EV market in 2030. If Tesla fails to meet these expectations, then the stock is worth less than $148/share.\nAlso, for this scenario, I assume a much more realistic NOPAT margin, 8.5%, for Tesla. Given the expansion required of the business, struggles to be profitable to date, and formidable competition, I think Tesla will be lucky to achieve and sustain a margin as high as 8.5% from 2021-2030.\nFigure 4 compares the firm’s historical NOPAT to the NOPAT implied by its current stock price, the 8.1 million vehicle sales scenario, and the 7.2 million vehicle sales scenario to illustrate just how high the expectations baked into Tesla’s stock price remain. For additional context, I show Toyota’s, General Motors’, and Apple’s TTM NOPAT.\nFigure 4: Tesla’s Historical and Implied NOPAT: DCF Valuation Scenarios\n\nEach of the above scenarios assumes Tesla’s invested capital grows 14% compounded annually through 2030. For reference, Tesla’s invested capital grew 53% compounded annually from 2010-2020 and 29% compounded annually from 2015-2020. Invested capital at the end of 3Q21 grew 21% YoY. Tesla’s property, plant, and equipment has grown even faster, at 58% compounded annually, since 2010.\nA 14% CAGR represents 1/4th the CAGR of Tesla’s property, plant, and equipment since 2010 and assumes the company can build future plants and produce cars 4x more efficiently than it has so far.\nIn other words, I aim to provide inarguably best-case scenarios for assessing the expectations for future market share and profits reflected in Tesla’s stock market valuation.\nWhy Tesla’s $1 Trillion Valuation Is Ridiculous\nNow that I’ve shown how high the expectations baked into Tesla’s valuation are, I’ll present some of the many challenges Tesla faces to meet those expectations.\nTesla Remains “Just” a Car Company, Despite Bulls’ Arguments Otherwise.One of the most common arguments bulls make to justify Tesla’s valuation is that the company is more than just a car company. Instead, the argument goes: Tesla is a software, tech, insurance, energy, transportation, “insert any other blank” company. However, the financials bear out a different picture and show the other businesses are more hype than substance. At this point, Tesla is a only car company and generates the entirety of its profits from vehicles.\nPer Figure 5, Tesla generated 88% of revenue from Automotive Sales in 3Q21, which is up from 87% in 3Q20, and above the quarterly average of 86% since 3Q19. For reference, automotive sales made up 87% and 93% of General Motors’ and Ford’s 3Q21 revenue respectively.\nFigure 5: Tesla’s Revenue Breakdown: 3Q19 – 3Q21\nTesla’s two other segments, Energy generation and storage and Services and other, which make up 12% of revenue in 3Q21, are unprofitable. Over the TTM, Tesla generated $10.8 billion in gross profit. $11.2 billion came from its Automotive segment while Energy generation and storage and Services and other racked up gross losses of $113 million and $263 million. Despite many claims and promises to the contrary over the years, Tesla doesn’t generate gross profit doing anything but selling cars.\nInsurance Business Is Not Material. Tesla bulls will also point to Tesla’s insurance business as another way to drive profit growth. I’ve previously covered how Tesla insurance does not have the competitive advantages that bulls ascribe to it and has a long way to go before it can get meaningfully off the ground.\nEven if Tesla’s insurance business gets off the ground, I would not expect it to make much money. For example, from 2004-2006, General Motors generated about $70 per car sold in GAAP net income from its insurance business. If I assume Tesla can generate the same level of business, Tesla insurance would result in just $57 million in GAAP net income based on TTM vehicles sold.\nBulls will counter that Tesla will be so much better at insurance than GM and that GM is not a good comp. There is no way to know for sure. Nevertheless, I concede that anything is possible, but the likelihood of Tesla’s insurance business being material profit producer is extremely low.\nRegardless of how successful Tesla insurance is, the potential profits from it are nowhere near enough to help to justify the expectations baked into Tesla’s stock price.\nProduction Capacity Growth Will Require Billions of $.Current and expected production capacities of all known Tesla factories equals ~2.7 million vehicles, or 12.9 million short of the 2030 production implied by its stock price. See Figure 6.\nIn other words, despite the new factories coming online, Tesla must spend billions and build many new manufacturing plants before it can approach the capacity needed to sell the number of cars implied by its valuation.\nGiven the many issues in ramping production in the past, investors should not assume Tesla can increase its production by 5x without any problems.\nFigure 6: Tesla’s Pending Production Shortfall\n*Projection based on InsideEVs estimate of 600,000 vehicles per year\n**Optimistic assumption based on Texas being Tesla’s biggest factory and possibly the largest factory in the United States\nIncumbents Must Fail for Tesla to Meet Growth Expectations.For many years now, incumbent automakers have spent billions of dollars building out their EV offerings. Automakers other than Tesla already account for 85% of global EV sales through the first half of 2021.\nThe global EV market is simply not big enough for Tesla to achieve the sales expectations in its valuation unless nearly all of the incumbents reverse course and completely fail to sell EVs.\nHere are the projections from the large incumbent automakers that have provided specific goals for future EV production.\n\nVolkswagen Group projects that 50% of its global sales will be fully electric by 2030\nStellantis projects 70% and 40% of its European and North American sales, respectively, will be fully electric by 2030\nFord projects that 40% of its sales will be fully electric by 2030.\nToyota projects that it will sell 2 million EVs by 2030\nHonda plans to sell only EVs in China by 2030\nBMW expects at least half its sales to be zero-emission vehicles by 2030\nDaimler, manufacturer of Mercedes Benz, expects half its sales to be “EV and hybrid by 2025”\nGeneral Motors is targeting EV sales of “more than 1 million” by 2025\nVolvo plans to sell only fully electric vehicles by 2030\nNissan projects 40% of U.S. sales to be EVs by 2030\n\nBased on these projections, I estimate how many EVs each company aims to produce[1] by 2030 and the market share implied by that production as a percentage of base-case global passenger EV sales in 2030.\n\nVolkswagen Group: 5.5 million, 21% market share\nStellantis: 3.6 million[2], 14% market share\nFord: 2.2 million, 9% market share\nToyota: 2 million, 8% market share\nHonda (in China): 1.5 million, 6% market share\nBMW: 1.3 million, 5% market share\nMercedes Benz: 1.2+ million, 5% market share\nGeneral Motors: 1+ million, 4% market share\nVolvo: 700,000, 3% market share\nNissan (in U.S.): 500,000, 2% market share\nTotal = 19+ million vehicles and 75% market share\n\nThese estimates do not include other incumbents and new entrants (e.g. Jaguar Land Rover, NIO Inc. [NIO], Rivian [RIVN], Ludic [LCID] and more) or other Chinese EV makers because I could not find specific projections for EV production. Nevertheless, I am confident that their combined market share will be more than zero.\nThe point is that the rest of the world is not planning to stand by, give up existing market share, and let Tesla own majority of the EV market. Many very experienced and successful automakers are spending many multiples of what Tesla is spending to compete in the EV market.\nThe bottom line is that it is hard to make a straight-faced argument that Tesla can achieve the sales implied by its valuation in a competitive market.\nIncumbents Can Afford to Spend More than Tesla.Incumbents already have infrastructure to produce and sell vehicles at scale, and they are spending billions of dollars to compete in the EV market. Ford, Volkswagen, General Motors, and Stellantis alone are planning to spend at least $280 billion through 2025 and produce over 12 million EVs by 2030.\nGiven the huge investments from multiple competitors, I expect the EV market will be extremely competitive, as manufacturers fight for profits and market share. The “winner take all” outcome implied by Tesla’s valuation is extremely unlikely. Perhaps, Bernstein analyst Toni Sacconaghi said it best, “the automotive industry is an increasingly global and hypercompetitive industry and I believe that surplus profits and technology innovation will likely be competed away over time, as has been the case historically.\" In such a market, Tesla cannot achieve the market share implied by its valuation.\nUnlike Tesla, the incumbents generate plenty of free cash flow (FCF) to fund their EV investments and don’t have to dilute existing shareholders to expand EV capacity as Tesla does. For instance, over the last five years, General Motors, Stellantis, and Ford generated a cumulative $12.4 billion, $7.1, and $6.1 billion in free cash flow while Tesla burned -$19.5 billion.\nFSD Continues to Overpromise And Underdeliver.Full-self driving (FSD) has been consistently plagued by issues that, unfortunately, have deadly consequences. Industry research provider Guidehouse Insights ranks Tesla last in its 2021 ranking of Automated Driver Systems (ADS), and states flatly, “Tesla needs a thorough rethink of its approach to developing ADS. It has overpromised with its marketing for nearly 5 years and severely underdelivered.”\nPer Figure 7, Tesla lags the competition by quite a large margin, as it’s the only company that falls into the \"Followers\" category.\nThe most recent problems with Tesla’s FSD version 10.3 forced the company to roll back the update as users reported false crash warnings and other problems with autosteer and cruise control. These issues resulted in Tesla recalling nearly 12,000 vehicles because “a communication error may cause a false forward-collision warning or unexpected activation of the emergency brakes,” according to the National Highway Traffic Safety Administration (NHTSA).\nWhile the roll out of an updated 10.3.1 has restarted, Tesla’s haphazard approach to deploying FSD remains unsettling and led Guidehouse Insights to note, “Tesla’s approach to testing its system is fundamentally at odds with virtually every other company in this industry.”\nFigure 7: Tesla Ranks Last Amongst Automated Driver Systems\n\nAlphabet’s Waymo routinely ranks as the best automated driving system. Importantly, many of the firms ranked ahead of Tesla are focused solely on building automated driving systems and are not distracted by scaling up automobile production, delivery logistics, and the general day-to-day operations of producing cars. Even so, other direct competitors such as GM Super Cruise also get better scores from third-party organizations.\nIncreased Regulatory Risk.While Tesla has mysteriously avoided regulatory crackdown on its sales of FSD and practice of beta testing software on live drivers and roads, renewed requests from the NHTSA/National Transportation Safety Board (NTSB) signal that Tesla might be held accountable for practices that many find highly misleading and dangerous to citizens.\nMissy Cummings, recently appointed as senior advisor for safety at the NHTSA, has expressed concerns about Tesla’s FSD in the past, tweeting as far back as 2019 that Tesla’s “autopilot easily cause mode confusion, is unreliable and unsafe” and that “NHTSA should require Tesla turn it off.”\nMore recently, Tesla requested “confidential business information treatment” on its responses to a litany of information requests the NHTSA made as part of its investigation into FSD. If approved, the public would likely never see Tesla’s responses to key questions pertaining to Tesla not issuing a recall for Autopilot after multiple accidents involving parked emergency vehicles, the selection criteria for Tesla’s FSD beta testing program, and the non-disclosure agreements Tesla was making drivers sign before they could use the beta system.\nThe NHTSA is not alone in criticizing Tesla and its FSD rollout. On October 26, 2021, the head of the U.S. NTSB, Jennifer Homendy, said that Tesla has not yet officially responded to the NTSB regarding its safety recommendations while calling the use of full self-driving ”misleading.” She stated, “my biggest concern is that Tesla is rolling out full self-driving technology in beta on city streets with untrained drivers and they have not addressed our recommendations that we’ve issued as a result of numerous investigations of Tesla crashes.”\nBattery Technologies Are Nothing Special.Tesla announced it will be switching to a lithium iron phosphate (LFP) battery in all standard range cars. These batteries are already being used in vehicles built in the Shanghai factory, and this switch is expected to bring down costs. The timing of this change comes as other battery producers, in partnership with incumbent auto manufacturers, are ramping up production, which should drive down battery costs for all EV makers. In other words, the competitive advantages of a cheaper battery may be short-lived, as incumbents build economies of scale in their own supply chain in the coming years.\nAdditionally, while the much heralded 4680 cylindrical battery, produced by Panasonic for Tesla, and nearly ready for production, should bring a higher energy density in a more efficient package, competitors’ offerings all aim to provide the same.\nGeneral Motor’s Ultium platform will enable up to 400-450 miles of range, and the firm is building a new battery research facility aimed at building batteries capable of 600 miles on a single charge. General Motors recently announced a joint venture with LG Chem to build a second U.S. battery cell plant, which is expected to have an annual capacity of 35 gigawatt hours, or slightly above the 30 gigawatt hour capacity of its first Lordstown battery plant. Morgan Stanley analyst Adam Jonas noted that the “formation of Ultium/Ultium Cells LLC will prove to be a critical point of strategic differentiation that will ultimately drive value creation for [GM] shareholders.”\nFord’s Mustang Mach-E became the first electric SUV not made by Tesla to reach an EPA-rated range of up to 300 miles, and the company recently entered a partnership with SK Innovation to build three U.S.-based battery plants to power 1 million EVs annually.\nOn its own, LG Chem plans to expand its existing U.S. facilities and build two more plants that will produce both pouch cells used by General Motors, Ford, Jaguar, Audi, Porsche, and more, as well as the cylindrical cells used by Tesla.\nUltimately, the race for the “perfect” battery is less important than the race to procure battery supplies to build the number of EVs each manufacturer aims to produce in the coming years. The incumbents have proven they can maintain and win a race to procure supplies, and they’ve only been doing it for multiple decades now.\nNot All Supply Issues Can Be Coded Away.To its credit, Tesla managed the global chip shortage relatively well by re-writing software to allow the use of alternative chips. However, not all supply issues can be solved via software, as evidenced by the growing wait times for Tesla’s vehicles. As Electrek notes, Tesla recently updated its delivery timelines for new orders, and depending upon specs, some vehicles won’t be delivered until September 2022 if ordered today. New orders for the Model 3 Standard Range Plus, which is Tesla’s cheapest vehicle, are currently on pace to be delivered in May 2022, or seven months from now.\nWhile certainly not unique to Tesla, extended delivery/wait times give consumers ample time to comparison shop and possibly switch orders to a competitor’s EV that would be available sooner.\nDelivery delays aren’t exclusive to in-production vehicles, but Tesla’s future vehicles as well. The much-hyped Cybertruck has recently been delayed again, this time until at least 2023 (compared to an original late 2021 release), which ultimately gives competitors more time to establish a presence in the EV truck market. I recently outlined the many competitors in the EV truck market in my report on Rivian.\nPutting It All Together: Tesla Provides Poor Risk/Reward\nGiven the challenges ahead for Tesla, coupled with a valuation that implies it will take 60%+ of the global EV market share, I think it is clear: Tesla’s stock offers poor risk/reward.\nTesla has proven risky to short, but investors need not buy shares today at such an elevated price.\nIf you’re buying Tesla at its current valuation, you’re not only betting that it will be the only winner of the electrification of the global automotive fleet, but that it will somehow be twice as profitable as Toyota and achieve at least 60% market share. With anything less than total market domination, TSLA presents large downside risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871020165,"gmtCreate":1637003326205,"gmtModify":1637005323607,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tesla’s&nbsp;leading&nbsp;edge in autonomous software and green #","listText":"Tesla’s&nbsp;leading&nbsp;edge in autonomous software and green #","text":"Tesla’s leading edge in autonomous software and green #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871020165","repostId":"1163118124","repostType":4,"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871069738,"gmtCreate":1636998440571,"gmtModify":1636998440763,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nvidia for long term metaverse potential #","listText":"Nvidia for long term metaverse potential #","text":"Nvidia for long term metaverse potential #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871069738","repostId":"2183204021","repostType":4,"repost":{"id":"2183204021","pubTimestamp":1636976898,"share":"https://www.laohu8.com/m/news/2183204021?lang=&edition=full","pubTime":"2021-11-15 19:48","market":"us","language":"en","title":"3 Growth Stocks That Could Set You Up for Life","url":"https://stock-news.laohu8.com/highlight/detail?id=2183204021","media":"Motley Fool","summary":"You've probably heard the phrase \"think long term\" so often that it's become a cliché. Don't let familiarity breed contempt, though. A long-term perspective in investing can make the difference between success and failure.There are plenty of stocks that hold the potential to be winners over the long term. However, some especially stand out because of their exceptional risk-reward profiles. Here are three such growth stocks that could set you up for life.E-commerce will increase in importance. Ca","content":"<p>You've probably heard the phrase \"think long term\" so often that it's become a cliché. Don't let familiarity breed contempt, though. A long-term perspective in investing can make the difference between success and failure.</p>\n<p>There are plenty of stocks that hold the potential to be winners over the long term. However, some especially stand out because of their exceptional risk-reward profiles. Here are three such growth stocks that could set you up for life.</p>\n<h2>1. <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></h2>\n<p>E-commerce will increase in importance. Cash will increasingly give way to digital payment methods. The Latin American economy will expand along with its burgeoning middle class. These are easy predictions to make that have a high probability of coming true. <b>MercadoLibre</b> (NASDAQ:MELI) is one company that's set to profit from each of these trends.</p>\n<p>Some have called MercadoLibre the \"<b><a href=\"https://laohu8.com/S/EBAY\">eBay</a></b>&nbsp;of Latin America.\" Others dubbed the company the \"<b>Amazon.com</b> of Latin America.\" Both comparisons have merit. But MercadoLibre's business model has its own unique twist.</p>\n<p>The company dominates the Latin American e-commerce market. It also offers logistics services to businesses in the region. Its payments platform, including digital wallets, is growing in popularity. So is its credit business that provides loans to merchants and consumers.</p>\n<p>E-commerce market penetration in Latin America is expected to double by 2025 and continue to grow for decades to come. MercadoLibre's fintech opportunity could be even greater. This stock could deliver a 10X return with the tailwinds at its back.</p>\n<h2>2. Nvidia</h2>\n<p>Some companies receive accolades that they really don't deserve. But when my Motley Fool colleague Trevor Jennewine recently wrote that <b>Nvidia</b> (NASDAQ:NVDA) is one of the top companies shaping the future of technology, I agreed 100%.</p>\n<p>Nvidia is best known for its graphics process units (GPUs) that power video games. However, the company now makes nearly as much money from selling GPUs for use in data centers. Both areas should continue to be major growth drivers for Nvidia.</p>\n<p>The company also has a big opportunity in the self-driving car market. Nvidia isn't just a chipmaker. It has also developed software on top of its chips to create a platform specifically designed for autonomous vehicles.</p>\n<p>Then there's the most potentially disruptive arena of all -- the metaverse. Nvidia CEO Jensen Huang thinks the metaverse economy could eventually be bigger than the economy of the physical world. And Nvidia's technology is poised to provide the foundation for the metaverse.</p>\n<p>Don't fret that Nvidia already has a market cap of close to $760 billion. This stock still has plenty of room to run.</p>\n<h2>3. Intuitive Surgical</h2>\n<p>I'd nominate&nbsp;<b>Intuitive Surgical</b> (NASDAQ:ISRG) to any list of the top companies shaping the future of healthcare. Intuitive single-handedly pioneered the robotic surgical systems market. And it's in the strongest position to take robotic surgical technology to the next level.</p>\n<p>Intuitive actually doesn't have to advance the technology one bit to have a big growth opportunity. The company estimates that there are 6 million procedures performed each year for which it already has products and the necessary regulatory clearances. That's roughly five times the number of procedures for which its robotic systems were used last year.</p>\n<p>The company also stands to benefit from demographic trends. The populations of major countries across the world are aging. This will almost certainly drive demand for the surgical procedures for which Intuitive's systems are used the most right now.</p>\n<p>However, Intuitive <i>is</i> advancing robotic surgical systems technology. It believes there are 20 million soft-tissue surgical procedures performed annually that it can target with new products and clearances. Intuitive Surgical is worth around $125 billion today. I think it could be a $1 trillion-plus company in the future.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Growth Stocks That Could Set You Up for Life</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 Growth Stocks That Could Set You Up for Life\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 19:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/15/3-growth-stocks-that-could-set-you-up-for-life/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You've probably heard the phrase \"think long term\" so often that it's become a cliché. Don't let familiarity breed contempt, though. A long-term perspective in investing can make the difference ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/15/3-growth-stocks-that-could-set-you-up-for-life/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ISRG":"直觉外科公司","MELI":"MercadoLibre","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/15/3-growth-stocks-that-could-set-you-up-for-life/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183204021","content_text":"You've probably heard the phrase \"think long term\" so often that it's become a cliché. Don't let familiarity breed contempt, though. A long-term perspective in investing can make the difference between success and failure.\nThere are plenty of stocks that hold the potential to be winners over the long term. However, some especially stand out because of their exceptional risk-reward profiles. Here are three such growth stocks that could set you up for life.\n1. MercadoLibre\nE-commerce will increase in importance. Cash will increasingly give way to digital payment methods. The Latin American economy will expand along with its burgeoning middle class. These are easy predictions to make that have a high probability of coming true. MercadoLibre (NASDAQ:MELI) is one company that's set to profit from each of these trends.\nSome have called MercadoLibre the \"eBay of Latin America.\" Others dubbed the company the \"Amazon.com of Latin America.\" Both comparisons have merit. But MercadoLibre's business model has its own unique twist.\nThe company dominates the Latin American e-commerce market. It also offers logistics services to businesses in the region. Its payments platform, including digital wallets, is growing in popularity. So is its credit business that provides loans to merchants and consumers.\nE-commerce market penetration in Latin America is expected to double by 2025 and continue to grow for decades to come. MercadoLibre's fintech opportunity could be even greater. This stock could deliver a 10X return with the tailwinds at its back.\n2. Nvidia\nSome companies receive accolades that they really don't deserve. But when my Motley Fool colleague Trevor Jennewine recently wrote that Nvidia (NASDAQ:NVDA) is one of the top companies shaping the future of technology, I agreed 100%.\nNvidia is best known for its graphics process units (GPUs) that power video games. However, the company now makes nearly as much money from selling GPUs for use in data centers. Both areas should continue to be major growth drivers for Nvidia.\nThe company also has a big opportunity in the self-driving car market. Nvidia isn't just a chipmaker. It has also developed software on top of its chips to create a platform specifically designed for autonomous vehicles.\nThen there's the most potentially disruptive arena of all -- the metaverse. Nvidia CEO Jensen Huang thinks the metaverse economy could eventually be bigger than the economy of the physical world. And Nvidia's technology is poised to provide the foundation for the metaverse.\nDon't fret that Nvidia already has a market cap of close to $760 billion. This stock still has plenty of room to run.\n3. Intuitive Surgical\nI'd nominate Intuitive Surgical (NASDAQ:ISRG) to any list of the top companies shaping the future of healthcare. Intuitive single-handedly pioneered the robotic surgical systems market. And it's in the strongest position to take robotic surgical technology to the next level.\nIntuitive actually doesn't have to advance the technology one bit to have a big growth opportunity. The company estimates that there are 6 million procedures performed each year for which it already has products and the necessary regulatory clearances. That's roughly five times the number of procedures for which its robotic systems were used last year.\nThe company also stands to benefit from demographic trends. The populations of major countries across the world are aging. This will almost certainly drive demand for the surgical procedures for which Intuitive's systems are used the most right now.\nHowever, Intuitive is advancing robotic surgical systems technology. It believes there are 20 million soft-tissue surgical procedures performed annually that it can target with new products and clearances. Intuitive Surgical is worth around $125 billion today. I think it could be a $1 trillion-plus company in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871069529,"gmtCreate":1636998378645,"gmtModify":1636998378803,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Facebook for metaverse potential earnings#","listText":"Facebook for metaverse potential earnings#","text":"Facebook for metaverse potential earnings#","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871069529","repostId":"2183046479","repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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 Goes Dumpster Diving: 3 Stocks She Just Bought</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 Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWLO":"Twilio Inc","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879582272,"gmtCreate":1636738542887,"gmtModify":1636738543041,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Metaverse potential like Facebook, Nvidia #","listText":"Metaverse potential like Facebook, Nvidia #","text":"Metaverse potential like Facebook, Nvidia #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879582272","repostId":"1147029332","repostType":2,"repost":{"id":"1147029332","pubTimestamp":1636630087,"share":"https://www.laohu8.com/m/news/1147029332?lang=&edition=full","pubTime":"2021-11-11 19:28","market":"us","language":"en","title":"Want To Bet On Metaverse? Jim Cramer Says These 4 Stocks Are The Way To Go","url":"https://stock-news.laohu8.com/highlight/detail?id=1147029332","media":"Benzinga","summary":"Television host Jim Cramer has come up with four names that he says investors should buy if they wan","content":"<p>Television host&nbsp;<b>Jim Cramer</b>&nbsp;has come&nbsp;up with four names that he says investors should buy if they want to latch on to the metaverse bandwagon.</p>\n<p><b>What Happened:</b>The host of the CNBC “Mad Money” show&nbsp;said&nbsp;Wednesday that&nbsp;<b>Facebook Inc</b>&nbsp;parent&nbsp;<b>Meta</b>,<b>Nvidia Inc</b>,&nbsp;<b>Unity Software Inc</b>, and&nbsp;<b>Roblox Corp</b>&nbsp;are his metaverse choices.</p>\n<p>“These are the companies that are currently doing the best work in the metaverse. In the end, I think it will succeed or fail based on its ability to create powerful experiences.”</p>\n<p>Cramer said that while many companies will try to claim “they got a piece of the metaverse” but for now it is the four stock names he mentioned that “have you covered,” as per CNBC.</p>\n<p>The former hedge fund manager laid out different use cases for the metaverse including providing mental health support for lonely seniors and sports.</p>\n<p><b>Why It Matters:</b>&nbsp;On Wednesday,Unity said it was acquiring&nbsp;<b>Weta Digital</b>, a visual effects company, for $1.625 billion. Weta, the largest single-site VFX studio in the world, is associated with hit films such as “The Lord Of The Rings” and “Avatar.” Cramer noted the purchase in his commentary on Wednesday.</p>\n<p>Unity posted a&nbsp;mild earnings beat&nbsp;on Wednesday. The company reported a loss per share of $0.06 beating an estimate of a loss per share of $0.07.</p>\n<p>Gaming firm Roblox reported&nbsp;revenue growth of 102%&nbsp;year-over-year to $509.3 million for the third quarter on Monday.</p>\n<p>Last month, Facebook&nbsp;rebranded as Meta&nbsp;in a big bet on the metaverse. The company called metaverse the “next evolution of social connection.”</p>\n<p>As per Cramer, he knows that the rebranded Facebook “can do more for mental health.”</p>","source":"lsy1606299360108","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>Want To Bet On Metaverse? Jim Cramer Says These 4 Stocks Are The Way To Go</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\">\nWant To Bet On Metaverse? Jim Cramer Says These 4 Stocks Are The Way To Go\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-11 19:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/21/11/24034555/want-to-bet-on-metaverse-jim-cramer-says-these-4-stocks-are-the-way-to-go><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Television host Jim Cramer has come up with four names that he says investors should buy if they want to latch on to the metaverse bandwagon.\nWhat Happened:The host of the CNBC “Mad Money” show said ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/11/24034555/want-to-bet-on-metaverse-jim-cramer-says-these-4-stocks-are-the-way-to-go\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","RBLX":"Roblox Corporation","U":"Unity Software Inc."},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/21/11/24034555/want-to-bet-on-metaverse-jim-cramer-says-these-4-stocks-are-the-way-to-go","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147029332","content_text":"Television host Jim Cramer has come up with four names that he says investors should buy if they want to latch on to the metaverse bandwagon.\nWhat Happened:The host of the CNBC “Mad Money” show said Wednesday that Facebook Inc parent Meta,Nvidia Inc, Unity Software Inc, and Roblox Corp are his metaverse choices.\n“These are the companies that are currently doing the best work in the metaverse. In the end, I think it will succeed or fail based on its ability to create powerful experiences.”\nCramer said that while many companies will try to claim “they got a piece of the metaverse” but for now it is the four stock names he mentioned that “have you covered,” as per CNBC.\nThe former hedge fund manager laid out different use cases for the metaverse including providing mental health support for lonely seniors and sports.\nWhy It Matters: On Wednesday,Unity said it was acquiring Weta Digital, a visual effects company, for $1.625 billion. Weta, the largest single-site VFX studio in the world, is associated with hit films such as “The Lord Of The Rings” and “Avatar.” Cramer noted the purchase in his commentary on Wednesday.\nUnity posted a mild earnings beat on Wednesday. The company reported a loss per share of $0.06 beating an estimate of a loss per share of $0.07.\nGaming firm Roblox reported revenue growth of 102% year-over-year to $509.3 million for the third quarter on Monday.\nLast month, Facebook rebranded as Meta in a big bet on the metaverse. The company called metaverse the “next evolution of social connection.”\nAs per Cramer, he knows that the rebranded Facebook “can do more for mental health.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879129325,"gmtCreate":1636692395269,"gmtModify":1636692395837,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"#Zoom in metaverse&nbsp;","listText":"#Zoom in metaverse&nbsp;","text":"#Zoom in metaverse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879129325","repostId":"1137718483","repostType":2,"repost":{"id":"1137718483","pubTimestamp":1636677707,"share":"https://www.laohu8.com/m/news/1137718483?lang=&edition=full","pubTime":"2021-11-12 08:41","market":"us","language":"en","title":"Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137718483","media":"Motley Fool","summary":"$Alibaba$ Group has plummeted 49% since peaking 13 months ago.Alibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.Alibaba and two other U.S. former market darlings have a strong chance to bounce back from here.Alibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day c","content":"<p>Key Points</p>\n<ul>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group has plummeted 49% since peaking 13 months ago.</li>\n <li>Alibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.</li>\n <li>Alibaba&nbsp;and two other U.S. former market darlings have a strong chance to bounce back from here.</li>\n</ul>\n<p>The market's getting volatile, but it's still trading close to its recent all-time highs. Are you waiting for the market to take a big hit before putting your money on the sidelines to work? Well, a lot of last year's biggest stars have already crashed.</p>\n<p>Shares of<b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding</b>(NYSE:BABA),<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b>, and&nbsp;<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>&nbsp;have all plummeted at least 40% since hitting all-time highs. The markdowns seem overdone. Let's take a closer look.</p>\n<p>1. Alibaba</p>\n<p>Thursday should've been a big day for China's online retailers. It's Singles' Day! Alibaba created the shopping holiday that takes place every year on Nov. 11 -- called Singles' Day because of the 11/11 date -- but it has since been widely adopted by smaller e-tailers.</p>\n<p>Singles' Day is hitting different this year. China's government push for \"common prosperity\" finds it unfashionable to tout commerce and consumption. Alibaba is highly unlikely to match the $74 billion it rang up in sales during last year's \"Double 11\" celebration.</p>\n<p>Alibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day could be shares of Alibaba itself. It has grown revenue by at least 32% every year over the past decade. Even now as Alibaba grapples with the COVID-19 crisis and the country's common prosperity objectives, trailing revenue has climbed 40%.</p>\n<p>2. <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</p>\n<p>The rise and fall of Zoom Video is well known. The videoconferencing platform skyrocketed in popularity during the early months of the pandemic when in-person classes, work meetings, and gatherings of friends and family weren't safe. Now that we're largely vaccinated and case counts are lower is there really a future for Zoom?</p>\n<p>The market seems to think that the future will be bleak. Like Alibaba, shares of Zoom peaked 13 months ago. Zoom stock has plummeted 57% since that high. The twist here is that Zoom is still growing. Revenue rose 54% inits latest quarter. Sure, revenue is decelerating. We're not going to return to the triple-digit top-line growth that Zoom posted in each of the five previous quarterly reports.</p>\n<p>However, Zoom is still growing in the recovery climate. Video meetings will continue to be a cost-effective way to gather and get things done. Zoom is fleshing out its offerings, and a recently fumbled acquisition attempt won't stop the evolutionary process. There was a crazy time last year when Zoom was trading for more than 100 times trailing revenue. The one-two punch of heady sales growth and the cascading stock price finds that multiple whittled down to just 20 right now.</p>\n<p>3. Pinterest</p>\n<p>A year ago we were leaning on Pinterest to get crafty. The visual discovery engine was a valuable resource for recipes, decorating tips, and daydreaming about destinations we wanted to visit once we were able to safely travel after the pandemic.</p>\n<p>Everything was going swimmingly for Pinterest until we were cool to toss out our sourdough starter and head outside to eat someone else's bread. Pinterest has now stunned investors with back-to-back sequential declines in active users. The stock has plummeted 49% from February's peak.</p>\n<p>Last month&nbsp;<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b>&nbsp;was reportedly negotiating to buy Pinterest in a largely stock deal that would value Pinterest at$70 a share. Pinterest investors who were cocky about holding out for more would love a chance to get back there, as the stock has fallen sharply since the proposed combination came undone. Pinterest would have to appreciate by 53% to get to $70 now.</p>\n<p>PayPal stock sold off on the initial chatter, but it continues to fall even now that a deal is not on the table. It probably won't come back on bended knee now that both stocks are out of favor, but Pinterest still has a vibrant platform with improving monetization. Revenue is still growing as advertisers flock its marketing opportunities to reach the lucrative Pinterest audience.</p>\n<p>Alibaba, Zoom, and Pinterest are still thrivinggrowth stocks. The shares just happen to be trading between 49% and 57% off their all-time highs. You don't need to wait for the market crash to happen to pick up bargains. They're out there now.</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>Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%</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\">\nWhy Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-12 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/11/why-wait-for-a-crash-to-buy-these-3-top-stocks-are/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nAlibaba Group has plummeted 49% since peaking 13 months ago.\nAlibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.\nAlibaba and two other U.S. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/11/why-wait-for-a-crash-to-buy-these-3-top-stocks-are/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","ZM":"Zoom","PINS":"Pinterest, Inc."},"source_url":"https://www.fool.com/investing/2021/11/11/why-wait-for-a-crash-to-buy-these-3-top-stocks-are/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137718483","content_text":"Key Points\n\nAlibaba Group has plummeted 49% since peaking 13 months ago.\nAlibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.\nAlibaba and two other U.S. former market darlings have a strong chance to bounce back from here.\n\nThe market's getting volatile, but it's still trading close to its recent all-time highs. Are you waiting for the market to take a big hit before putting your money on the sidelines to work? Well, a lot of last year's biggest stars have already crashed.\nShares ofAlibaba Group Holding(NYSE:BABA),Zoom Video, and Pinterest have all plummeted at least 40% since hitting all-time highs. The markdowns seem overdone. Let's take a closer look.\n1. Alibaba\nThursday should've been a big day for China's online retailers. It's Singles' Day! Alibaba created the shopping holiday that takes place every year on Nov. 11 -- called Singles' Day because of the 11/11 date -- but it has since been widely adopted by smaller e-tailers.\nSingles' Day is hitting different this year. China's government push for \"common prosperity\" finds it unfashionable to tout commerce and consumption. Alibaba is highly unlikely to match the $74 billion it rang up in sales during last year's \"Double 11\" celebration.\nAlibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day could be shares of Alibaba itself. It has grown revenue by at least 32% every year over the past decade. Even now as Alibaba grapples with the COVID-19 crisis and the country's common prosperity objectives, trailing revenue has climbed 40%.\n2. Zoom Video\nThe rise and fall of Zoom Video is well known. The videoconferencing platform skyrocketed in popularity during the early months of the pandemic when in-person classes, work meetings, and gatherings of friends and family weren't safe. Now that we're largely vaccinated and case counts are lower is there really a future for Zoom?\nThe market seems to think that the future will be bleak. Like Alibaba, shares of Zoom peaked 13 months ago. Zoom stock has plummeted 57% since that high. The twist here is that Zoom is still growing. Revenue rose 54% inits latest quarter. Sure, revenue is decelerating. We're not going to return to the triple-digit top-line growth that Zoom posted in each of the five previous quarterly reports.\nHowever, Zoom is still growing in the recovery climate. Video meetings will continue to be a cost-effective way to gather and get things done. Zoom is fleshing out its offerings, and a recently fumbled acquisition attempt won't stop the evolutionary process. There was a crazy time last year when Zoom was trading for more than 100 times trailing revenue. The one-two punch of heady sales growth and the cascading stock price finds that multiple whittled down to just 20 right now.\n3. Pinterest\nA year ago we were leaning on Pinterest to get crafty. The visual discovery engine was a valuable resource for recipes, decorating tips, and daydreaming about destinations we wanted to visit once we were able to safely travel after the pandemic.\nEverything was going swimmingly for Pinterest until we were cool to toss out our sourdough starter and head outside to eat someone else's bread. Pinterest has now stunned investors with back-to-back sequential declines in active users. The stock has plummeted 49% from February's peak.\nLast month PayPal Holdings was reportedly negotiating to buy Pinterest in a largely stock deal that would value Pinterest at$70 a share. Pinterest investors who were cocky about holding out for more would love a chance to get back there, as the stock has fallen sharply since the proposed combination came undone. Pinterest would have to appreciate by 53% to get to $70 now.\nPayPal stock sold off on the initial chatter, but it continues to fall even now that a deal is not on the table. It probably won't come back on bended knee now that both stocks are out of favor, but Pinterest still has a vibrant platform with improving monetization. Revenue is still growing as advertisers flock its marketing opportunities to reach the lucrative Pinterest audience.\nAlibaba, Zoom, and Pinterest are still thrivinggrowth stocks. The shares just happen to be trading between 49% and 57% off their all-time highs. You don't need to wait for the market crash to happen to pick up bargains. They're out there now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":851466376,"gmtCreate":1634923493626,"gmtModify":1634923494211,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"#&nbsp;Sea and Tesla stable to keep&nbsp;into 2022.&nbsp;","listText":"#&nbsp;Sea and Tesla stable to keep&nbsp;into 2022.&nbsp;","text":"# Sea and Tesla stable to keep into 2022.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851466376","repostId":"1152751148","repostType":4,"repost":{"id":"1152751148","pubTimestamp":1634882431,"share":"https://www.laohu8.com/m/news/1152751148?lang=&edition=full","pubTime":"2021-10-22 14:00","market":"us","language":"en","title":"3 Top Cathie Wood Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1152751148","media":"Motley Fool","summary":"She's one of the top investment managers today, and she makes it easy to follow her lead.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Unity Software benefits from the growing demand for interactive content.</li>\n <li>Tesla is the world's premiere electric vehicle maker, and should retain that position for years to come.</li>\n <li>Sea Limited is expanding rapidly in three lucrative business segments: digital entertainment, e-commerce, and fintech.</li>\n</ul>\n<p></p>\n<p>Although the once white-hot returns of investing guru Cathie Wood's Ark Investment exchange-traded funds have cooled off considerably in 2021, she remains a fairly sharp prognosticator.</p>\n<p>That's why it's still worth investors' time to watch which stocks she's adding to her ETFs' portfolios. At various times, she has picked up&nbsp;<b>Sea Limited</b>,<b>Unity Software</b>, and&nbsp;<b>Tesla</b>&nbsp;-- and according to three of our Motley Fool contributors, you might want to follow her lead and buy those stocks yourself right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1954e49a58d74b9f1238238fb60b672\" tg-width=\"2000\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>A potentially huge wave that's yet to crest</b></p>\n<p><b>Eric Volkman&nbsp;(Sea Limited):</b>Budding tech conglomerate Sea Limited is well-positioned to be a powerhouse, as it has not one, not two, but a trio of fast-growing business segments.</p>\n<p>Each of the three is in a red-hot area of the tech sector. The Singapore-based company's digital entertainment wing, Garena, is anchored by the video game&nbsp;<i>Free Fire --</i>a monster hit in Asia. In&nbsp;the second quarter, active players of its titles grew by 45% year over year to a massive 725 million souls, and more people are paying for in-game goodies to give themselves a competitive edge -- the number of quarterly paying users advanced at an even faster 85% pace to over 92 million.</p>\n<p>Where users go, the money follows. Sea's total revenue for digital entertainment was just under $1 billion in Q2 alone, a mighty 167% higher than in the same quarter last year. That was on the back of total bookings that rose by 65% to $1.2 billion.</p>\n<p>Sea also has Shopee, a thriving e-commerce operation. On the back of the Shopee app, which the company says is the No. 1 retail app in Southeast Asia, revenue is pouring in for this business. It drew $1.2 billion during the quarter, up a whopping 161% year over year, with gross merchandise value clocking in 88% higher at $15 billion.</p>\n<p>Both business segments should continue to do gangbusters business. When it delivered its Q2 report, the company raised its full-year guidance for both segments; it's anticipating 44% growth over 2020 for digital entertainment, and nearly 122% for e-commerce.</p>\n<p>At the moment, the third leg of the business, a digital&nbsp;financial services&nbsp;arm SeaMoney, is a relative blip in terms of standalone revenue. However, the company said the unit's total payment volume in Q2 was over $4.1 billion, a nearly 150% year-over-year rise. We can imagine that number will grow considerably given how SeaMoney is integrated with Garena and Shopee.</p>\n<p>Sea isn't yet profitable. In fact, its net loss deepened in Q2 to more than $433 million. However, like many of the best tech companies did at similar life stages, it's spending money to make money -- basically sacrificing near-term profitability for longer-term growth. Since its growth rates are robust and highly impressive, this feels like a smart strategy that will pay off in the coming years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2a10448e78dc6c3698efbc6b3efcf0\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Capitalize on this massive digital media trend</b></p>\n<p><b>Keith Noonan(Unity Software):</b>Video games stand above pretty much every other entertainment medium when it comes to engagement. In an era where the \"attention economy\" has never been more important, and keeping audiences captivated opens up cross-platform opportunities and synergies, it's no stretch to say that the future of entertainment is interactive.</p>\n<p>Unity Software is best known as a company that provides a development engine for building&nbsp;video games. In addition to its core engine, Unity also provides pre-made assets that developers can plug into their creations. The company's software can also be used to create experiences outside of the traditional gaming space.</p>\n<p>There's a good chance that tech trends including augmented reality (AR) and virtual reality (VR) will make digital browsing and shopping more interactive and game-like, and Unity will pave the way. Let's say a clothing company wants to launch a shopping experience tailored for an AR or VR interface. They could spend the time and money building their software from the ground up and wind up with highly customized code. Or, they could take what would likely be a much more cost-effective route and opt to use Unity's flexible engine and assets.</p>\n<p>Opting for existing development engines or platforms will be an easy choice for most businesses looking to create digital experiences, and Cathie Wood is betting big on the future of Unity. The software company currently stands as the fourth-largest stock holding across her ARK Invest funds, and the business is showing impressive momentum. Revenue surged by 48% year over year last quarter, and investors can look forward to more big growth.</p>\n<p>With the company sporting a market capitalization of roughly $41 billion and valued at approximately 39 times this year's expected earnings, the market has already priced in some strong performance, but the stock could go on to be a big winner for patient investors.&nbsp;Unity Software stands out as a great pick-and-shovel play for benefiting from the ongoing growth of interactive content and experiences.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bf2292f58edc06f32e78988dbf0240b\" tg-width=\"2000\" tg-height=\"1250\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: TESLA.</span></p>\n<p><b>Winners tend to win, so let them run</b></p>\n<p><b>Rich Duprey(Tesla):</b>When Cathie Wood unloaded $600 million worth of Tesla stock last month, she violated the&nbsp;No. 1 investing principle&nbsp;of Motley Fool co-founder David Gardner: Let your winners run. High.</p>\n<p>Perhaps because the&nbsp;electric car maker&nbsp;is still Ark Invest's largest holding, representing 7% of its combined ETF portfolios, she might have decided to take some of the profits she earned from that position and use them to bolster her stakes in underperforming stocks like&nbsp;<b>Coinbase</b>&nbsp;and&nbsp;<b>Robinhood</b>. That was probably a mistake.</p>\n<p>She took money from a winning play to dump it into laggards. That violates Gardner's No. 2 rule, which is to add to your winners, not your losers. And Tesla is definitely winning.</p>\n<p>It is, of course, the biggest-selling EV maker in the U.S. with 241,000 deliveries in the third quarter, though it says that's a conservative figure because a vehicle is only counted by that metric if it has been transferred to the customer and all the paperwork is correct.</p>\n<p>With the automotive market in the midst of an EV revolution and Tesla positioned at its head, there's a reason one Wall Street analyst still has a $1,200 price target on its stock, which is currently changing hands in the neighborhood of $866. Sure, some don't think it's worth nearly that much -- the low end of the range is $137, and the average price target is $627.13 -- but the opportunity for Tesla to see sustained demand for its vehicles and to be able to meet it, particularly with the new factory it recently completed in Berlin, is high.</p>\n<p>Major legacy automakers are ramping up their own production of electric models, and some, such as&nbsp;<b>General Motors</b>, are making claims that 100% of their fleets will be all-electric by the mid-2030s, but none are close to matching Tesla at the moment.<b>Ford</b>&nbsp;was the&nbsp;second-biggest EV seller&nbsp;in the third quarter, but that was by dint of its having sold almost 19,000 Mustang Mach-Es. It's still far behind Tesla.</p>\n<p>Still, Wood is sitting on some nice returns from her investments in Tesla, with various tranches ranging in price from $256 per share to $326 per share. Considering where the EV leader trades now, she's made some decent profits, but there's likely more where that came from, even for investors buying in today.</p>\n<p>Although Tesla's stock doesn't look cheap, its preeminent position makes it worth the premium.</p>\n<p></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>3 Top Cathie Wood Stocks to Buy Right Now</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 Top Cathie Wood Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-22 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/21/3-top-cathie-wood-stocks-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nUnity Software benefits from the growing demand for interactive content.\nTesla is the world's premiere electric vehicle maker, and should retain that position for years to come.\nSea ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/21/3-top-cathie-wood-stocks-to-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","U":"Unity Software Inc.","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/10/21/3-top-cathie-wood-stocks-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152751148","content_text":"Key Points\n\nUnity Software benefits from the growing demand for interactive content.\nTesla is the world's premiere electric vehicle maker, and should retain that position for years to come.\nSea Limited is expanding rapidly in three lucrative business segments: digital entertainment, e-commerce, and fintech.\n\n\nAlthough the once white-hot returns of investing guru Cathie Wood's Ark Investment exchange-traded funds have cooled off considerably in 2021, she remains a fairly sharp prognosticator.\nThat's why it's still worth investors' time to watch which stocks she's adding to her ETFs' portfolios. At various times, she has picked up Sea Limited,Unity Software, and Tesla -- and according to three of our Motley Fool contributors, you might want to follow her lead and buy those stocks yourself right now.\nIMAGE SOURCE: GETTY IMAGES.\nA potentially huge wave that's yet to crest\nEric Volkman (Sea Limited):Budding tech conglomerate Sea Limited is well-positioned to be a powerhouse, as it has not one, not two, but a trio of fast-growing business segments.\nEach of the three is in a red-hot area of the tech sector. The Singapore-based company's digital entertainment wing, Garena, is anchored by the video game Free Fire --a monster hit in Asia. In the second quarter, active players of its titles grew by 45% year over year to a massive 725 million souls, and more people are paying for in-game goodies to give themselves a competitive edge -- the number of quarterly paying users advanced at an even faster 85% pace to over 92 million.\nWhere users go, the money follows. Sea's total revenue for digital entertainment was just under $1 billion in Q2 alone, a mighty 167% higher than in the same quarter last year. That was on the back of total bookings that rose by 65% to $1.2 billion.\nSea also has Shopee, a thriving e-commerce operation. On the back of the Shopee app, which the company says is the No. 1 retail app in Southeast Asia, revenue is pouring in for this business. It drew $1.2 billion during the quarter, up a whopping 161% year over year, with gross merchandise value clocking in 88% higher at $15 billion.\nBoth business segments should continue to do gangbusters business. When it delivered its Q2 report, the company raised its full-year guidance for both segments; it's anticipating 44% growth over 2020 for digital entertainment, and nearly 122% for e-commerce.\nAt the moment, the third leg of the business, a digital financial services arm SeaMoney, is a relative blip in terms of standalone revenue. However, the company said the unit's total payment volume in Q2 was over $4.1 billion, a nearly 150% year-over-year rise. We can imagine that number will grow considerably given how SeaMoney is integrated with Garena and Shopee.\nSea isn't yet profitable. In fact, its net loss deepened in Q2 to more than $433 million. However, like many of the best tech companies did at similar life stages, it's spending money to make money -- basically sacrificing near-term profitability for longer-term growth. Since its growth rates are robust and highly impressive, this feels like a smart strategy that will pay off in the coming years.\nIMAGE SOURCE: GETTY IMAGES.\nCapitalize on this massive digital media trend\nKeith Noonan(Unity Software):Video games stand above pretty much every other entertainment medium when it comes to engagement. In an era where the \"attention economy\" has never been more important, and keeping audiences captivated opens up cross-platform opportunities and synergies, it's no stretch to say that the future of entertainment is interactive.\nUnity Software is best known as a company that provides a development engine for building video games. In addition to its core engine, Unity also provides pre-made assets that developers can plug into their creations. The company's software can also be used to create experiences outside of the traditional gaming space.\nThere's a good chance that tech trends including augmented reality (AR) and virtual reality (VR) will make digital browsing and shopping more interactive and game-like, and Unity will pave the way. Let's say a clothing company wants to launch a shopping experience tailored for an AR or VR interface. They could spend the time and money building their software from the ground up and wind up with highly customized code. Or, they could take what would likely be a much more cost-effective route and opt to use Unity's flexible engine and assets.\nOpting for existing development engines or platforms will be an easy choice for most businesses looking to create digital experiences, and Cathie Wood is betting big on the future of Unity. The software company currently stands as the fourth-largest stock holding across her ARK Invest funds, and the business is showing impressive momentum. Revenue surged by 48% year over year last quarter, and investors can look forward to more big growth.\nWith the company sporting a market capitalization of roughly $41 billion and valued at approximately 39 times this year's expected earnings, the market has already priced in some strong performance, but the stock could go on to be a big winner for patient investors. Unity Software stands out as a great pick-and-shovel play for benefiting from the ongoing growth of interactive content and experiences.\nIMAGE SOURCE: TESLA.\nWinners tend to win, so let them run\nRich Duprey(Tesla):When Cathie Wood unloaded $600 million worth of Tesla stock last month, she violated the No. 1 investing principle of Motley Fool co-founder David Gardner: Let your winners run. High.\nPerhaps because the electric car maker is still Ark Invest's largest holding, representing 7% of its combined ETF portfolios, she might have decided to take some of the profits she earned from that position and use them to bolster her stakes in underperforming stocks like Coinbase and Robinhood. That was probably a mistake.\nShe took money from a winning play to dump it into laggards. That violates Gardner's No. 2 rule, which is to add to your winners, not your losers. And Tesla is definitely winning.\nIt is, of course, the biggest-selling EV maker in the U.S. with 241,000 deliveries in the third quarter, though it says that's a conservative figure because a vehicle is only counted by that metric if it has been transferred to the customer and all the paperwork is correct.\nWith the automotive market in the midst of an EV revolution and Tesla positioned at its head, there's a reason one Wall Street analyst still has a $1,200 price target on its stock, which is currently changing hands in the neighborhood of $866. Sure, some don't think it's worth nearly that much -- the low end of the range is $137, and the average price target is $627.13 -- but the opportunity for Tesla to see sustained demand for its vehicles and to be able to meet it, particularly with the new factory it recently completed in Berlin, is high.\nMajor legacy automakers are ramping up their own production of electric models, and some, such as General Motors, are making claims that 100% of their fleets will be all-electric by the mid-2030s, but none are close to matching Tesla at the moment.Ford was the second-biggest EV seller in the third quarter, but that was by dint of its having sold almost 19,000 Mustang Mach-Es. It's still far behind Tesla.\nStill, Wood is sitting on some nice returns from her investments in Tesla, with various tranches ranging in price from $256 per share to $326 per share. Considering where the EV leader trades now, she's made some decent profits, but there's likely more where that came from, even for investors buying in today.\nAlthough Tesla's stock doesn't look cheap, its preeminent position makes it worth the premium.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864645923,"gmtCreate":1633100362788,"gmtModify":1633100363382,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Volatility in q4 …&nbsp;FED news, fund houses rebalancing portfolio in q4 +&nbsp;closing year end&nbsp;books before&nbsp;thanksgiving and year end&nbsp;holidays&nbsp;#&nbsp;","listText":"Volatility in q4 …&nbsp;FED news, fund houses rebalancing portfolio in q4 +&nbsp;closing year end&nbsp;books before&nbsp;thanksgiving and year end&nbsp;holidays&nbsp;#&nbsp;","text":"Volatility in q4 … FED news, fund houses rebalancing portfolio in q4 + closing year end books before thanksgiving and year end holidays #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/864645923","repostId":"1145898013","repostType":4,"repost":{"id":"1145898013","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633095114,"share":"https://www.laohu8.com/m/news/1145898013?lang=&edition=full","pubTime":"2021-10-01 21:31","market":"us","language":"en","title":"Stocks rebound to start October on Merck’s promising oral Covid pill","url":"https://stock-news.laohu8.com/highlight/detail?id=1145898013","media":"Tiger Newspress","summary":"WASHINGTON(Reuters)-U.S. consumer spending increased more than expected in August, but a downward re","content":"<p>WASHINGTON(Reuters)-U.S. consumer spending increased more than expected in August, but a downward revision to July data kept intact expectations that economic growth slowed in the third quarter as a resurgence in COVID-19 infections curbed demand for services.</p>\n<p>Dow added 260 points, or 0.8%. The S&amp;P 500 and the Nasdaq Composite rose 0.5% and 0.2%, respectively.<img src=\"https://static.tigerbbs.com/0651731f7c9f3c7130af900f3a9a0f3a\" tg-width=\"1352\" tg-height=\"448\" referrerpolicy=\"no-referrer\">Shares of Dow member Merck<a href=\"https://laohu8.com/S/MRK\">$(MRK)$</a> jumped 8% after the drug maker and Ridgeback Biotherapeuticssaid their oral antiviral treatment for Covid-19reduced the risk of hospitalization or death by 50% for patients with mild or moderate cases. The companies plan to seek emergency authorization for the treatment.The Commerce Department said on Friday that consumer spending, which accounts for more than two-thirds of U.S. economic activity, rebounded 0.8% in August, shrugging off declining motor vehicle sales caused by a global shortage of semiconductors, which is undercutting the production of automobiles.</p>\n<p>The new drug from Merck appeared to boost travel stocks. Shares of Royal Caribbean and Las Vegas Sands added more than 1% in premarket trading. Southwest Airlines led a gain in airline stocks after JPMorganupgraded the stockand said most of the group was worth buying for a trade.</p>\n<p>The 10-year Treasury yield fell back below 1.50% in early trading. Futures on the tech-heavy Nasdaq went into the green as yields fell.</p>\n<p>The market just capped a tumultuous September as inflation fears, slowing growth and rising rates kept investors on edge. The S&amp;P 500 finished the month down 4.8%, breaking a seven-month winning streak. The Dow and the Nasdaq Composite fell 4.3% and 5.3%, respectively, suffering their worst months of the year.</p>\n<p>“A combination of slowing growth, less accommodative monetary policy, China headwinds, fading fiscal stimulus, and nagging supply chain bottlenecks all conspired to weigh on investor sentiment as we head into fall and 4Q21,” Chris Hussey, a managing director at Goldman Sachs, said in a note.</p>\n<p>Consumer spending grew at a robust 12.0% annualized rate in the second quarter, accounting for much of the economy's 6.7% growth pace, which raised the level of gross domestic product above its peak in the fourth quarter of 2019. Growth estimates for the third quarter are below a 5.0% rate.</p>\n<p>\"Consumer momentum should improve in the months ahead, driving the economy closer to a full post-pandemic recovery and keeping inflation hot,\" said David Kelly, chief global strategist at JPMorgan Funds in New York.</p>\n<p>Inflation maintained its upward trend in August. The personal consumption expenditures (PCE) price index, excluding the volatile food and energy components, climbed 0.3% after increasing by the same margin in July.</p>\n<p>In the 12 months through August, the so-called core PCE price index increased 3.6%, matching July's gain.</p>\n<p>The core PCE price index is the Federal Reserve's preferred inflation measure for its flexible 2% target. The Fed last week upgraded its core PCE inflation projection for this year to 3.7% from 3.0% back in June.</p>\n<p>The U.S. central bank said it would likely begin reducing its monthly bond purchases as soon as November and signaled interest rate increases may follow more quickly than expected.</p>\n<p>Fed Chair Jerome Powell told lawmakers on Thursday that he anticipated some relief from high inflation in the months ahead.</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>Stocks rebound to start October on Merck’s promising oral Covid pill</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\">\nStocks rebound to start October on Merck’s promising oral Covid pill\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-01 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON(Reuters)-U.S. consumer spending increased more than expected in August, but a downward revision to July data kept intact expectations that economic growth slowed in the third quarter as a resurgence in COVID-19 infections curbed demand for services.</p>\n<p>Dow added 260 points, or 0.8%. The S&amp;P 500 and the Nasdaq Composite rose 0.5% and 0.2%, respectively.<img src=\"https://static.tigerbbs.com/0651731f7c9f3c7130af900f3a9a0f3a\" tg-width=\"1352\" tg-height=\"448\" referrerpolicy=\"no-referrer\">Shares of Dow member Merck<a href=\"https://laohu8.com/S/MRK\">$(MRK)$</a> jumped 8% after the drug maker and Ridgeback Biotherapeuticssaid their oral antiviral treatment for Covid-19reduced the risk of hospitalization or death by 50% for patients with mild or moderate cases. The companies plan to seek emergency authorization for the treatment.The Commerce Department said on Friday that consumer spending, which accounts for more than two-thirds of U.S. economic activity, rebounded 0.8% in August, shrugging off declining motor vehicle sales caused by a global shortage of semiconductors, which is undercutting the production of automobiles.</p>\n<p>The new drug from Merck appeared to boost travel stocks. Shares of Royal Caribbean and Las Vegas Sands added more than 1% in premarket trading. Southwest Airlines led a gain in airline stocks after JPMorganupgraded the stockand said most of the group was worth buying for a trade.</p>\n<p>The 10-year Treasury yield fell back below 1.50% in early trading. Futures on the tech-heavy Nasdaq went into the green as yields fell.</p>\n<p>The market just capped a tumultuous September as inflation fears, slowing growth and rising rates kept investors on edge. The S&amp;P 500 finished the month down 4.8%, breaking a seven-month winning streak. The Dow and the Nasdaq Composite fell 4.3% and 5.3%, respectively, suffering their worst months of the year.</p>\n<p>“A combination of slowing growth, less accommodative monetary policy, China headwinds, fading fiscal stimulus, and nagging supply chain bottlenecks all conspired to weigh on investor sentiment as we head into fall and 4Q21,” Chris Hussey, a managing director at Goldman Sachs, said in a note.</p>\n<p>Consumer spending grew at a robust 12.0% annualized rate in the second quarter, accounting for much of the economy's 6.7% growth pace, which raised the level of gross domestic product above its peak in the fourth quarter of 2019. Growth estimates for the third quarter are below a 5.0% rate.</p>\n<p>\"Consumer momentum should improve in the months ahead, driving the economy closer to a full post-pandemic recovery and keeping inflation hot,\" said David Kelly, chief global strategist at JPMorgan Funds in New York.</p>\n<p>Inflation maintained its upward trend in August. The personal consumption expenditures (PCE) price index, excluding the volatile food and energy components, climbed 0.3% after increasing by the same margin in July.</p>\n<p>In the 12 months through August, the so-called core PCE price index increased 3.6%, matching July's gain.</p>\n<p>The core PCE price index is the Federal Reserve's preferred inflation measure for its flexible 2% target. The Fed last week upgraded its core PCE inflation projection for this year to 3.7% from 3.0% back in June.</p>\n<p>The U.S. central bank said it would likely begin reducing its monthly bond purchases as soon as November and signaled interest rate increases may follow more quickly than expected.</p>\n<p>Fed Chair Jerome Powell told lawmakers on Thursday that he anticipated some relief from high inflation in the months ahead.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145898013","content_text":"WASHINGTON(Reuters)-U.S. consumer spending increased more than expected in August, but a downward revision to July data kept intact expectations that economic growth slowed in the third quarter as a resurgence in COVID-19 infections curbed demand for services.\nDow added 260 points, or 0.8%. The S&P 500 and the Nasdaq Composite rose 0.5% and 0.2%, respectively.Shares of Dow member Merck$(MRK)$ jumped 8% after the drug maker and Ridgeback Biotherapeuticssaid their oral antiviral treatment for Covid-19reduced the risk of hospitalization or death by 50% for patients with mild or moderate cases. The companies plan to seek emergency authorization for the treatment.The Commerce Department said on Friday that consumer spending, which accounts for more than two-thirds of U.S. economic activity, rebounded 0.8% in August, shrugging off declining motor vehicle sales caused by a global shortage of semiconductors, which is undercutting the production of automobiles.\nThe new drug from Merck appeared to boost travel stocks. Shares of Royal Caribbean and Las Vegas Sands added more than 1% in premarket trading. Southwest Airlines led a gain in airline stocks after JPMorganupgraded the stockand said most of the group was worth buying for a trade.\nThe 10-year Treasury yield fell back below 1.50% in early trading. Futures on the tech-heavy Nasdaq went into the green as yields fell.\nThe market just capped a tumultuous September as inflation fears, slowing growth and rising rates kept investors on edge. The S&P 500 finished the month down 4.8%, breaking a seven-month winning streak. The Dow and the Nasdaq Composite fell 4.3% and 5.3%, respectively, suffering their worst months of the year.\n“A combination of slowing growth, less accommodative monetary policy, China headwinds, fading fiscal stimulus, and nagging supply chain bottlenecks all conspired to weigh on investor sentiment as we head into fall and 4Q21,” Chris Hussey, a managing director at Goldman Sachs, said in a note.\nConsumer spending grew at a robust 12.0% annualized rate in the second quarter, accounting for much of the economy's 6.7% growth pace, which raised the level of gross domestic product above its peak in the fourth quarter of 2019. Growth estimates for the third quarter are below a 5.0% rate.\n\"Consumer momentum should improve in the months ahead, driving the economy closer to a full post-pandemic recovery and keeping inflation hot,\" said David Kelly, chief global strategist at JPMorgan Funds in New York.\nInflation maintained its upward trend in August. The personal consumption expenditures (PCE) price index, excluding the volatile food and energy components, climbed 0.3% after increasing by the same margin in July.\nIn the 12 months through August, the so-called core PCE price index increased 3.6%, matching July's gain.\nThe core PCE price index is the Federal Reserve's preferred inflation measure for its flexible 2% target. The Fed last week upgraded its core PCE inflation projection for this year to 3.7% from 3.0% back in June.\nThe U.S. central bank said it would likely begin reducing its monthly bond purchases as soon as November and signaled interest rate increases may follow more quickly than expected.\nFed Chair Jerome Powell told lawmakers on Thursday that he anticipated some relief from high inflation in the months ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842859108,"gmtCreate":1636164119250,"gmtModify":1636164567153,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pfizer + Merck good upside revenue for covid pill cure #","listText":"Pfizer + Merck good upside revenue for covid pill cure #","text":"Pfizer + Merck good upside revenue for covid pill cure #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842859108","repostId":"1152406340","repostType":2,"repost":{"id":"1152406340","pubTimestamp":1636157546,"share":"https://www.laohu8.com/m/news/1152406340?lang=&edition=full","pubTime":"2021-11-06 08:12","market":"us","language":"en","title":"Will Pfizer Outgun Merck With Oral COVID-19 Pill?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152406340","media":"Benzinga","summary":"Merck, Inc. is locking horns with peer Pfizer, Inc. in what could be termed as the battle supremacy ","content":"<p><b>Merck, Inc.</b>&nbsp;is locking horns with peer&nbsp;<b>Pfizer, Inc.</b>&nbsp;in what could be termed as the battle supremacy in the COVID-19 treatment market.</p>\n<p>The stakes are high, with&nbsp;an effective treatment for the disease potentially entering the arena in addition to the vaccines that are already on the market.</p>\n<p><b>Pfizer Dips Into COVID-19 Treatment Arena:</b>After acing the&nbsp;COVID-19 vaccine race&nbsp;along with its German partner&nbsp;<b>BioNTech SE</b>, Pfizer is wanting to leave no stone unturned in capitalizing on the COVID opportunity.</p>\n<p>The company announced Friday an interim analysis of data from the Phase 2/3 study of its oral COVID-19 antiviral candidate Paxlovid, showing an 89% reduction in the risk of COVID-19-related hospitalization or death from any cause compared to placebo in patients treated within three days of symptom onset.</p>\n<p>The positive data triggered strong buying in Pfizer shares and a sell-off in Merck shares.</p>\n<p>Merck had its share of upside in early October when it reported positive Phase 3 data for an&nbsp;oral COVID-19 pill,&nbsp;molnupiravir, that it's co-developing the treatment with Ridgeback Biotherapeutics. The Merck news triggered an across-the-board sell-off in vaccine stocks at that time.</p>\n<p>These two companies with deep pockets and marketing expertise are vying for a piece of the COVID-19 treatment market, making the competitive landscape all the more interesting.</p>\n<p><b>Pfizer Vs. Merck Data Comparison:</b>As opposed the 89% reduction in risk of hospitalization or death reported by Pfizer for Paxlovid, an interim analysis of Merck's Phase 3 data released on Oct. 1 showed molnupiravir reducing the risk of hospitalization or death by approximately 50%.</p>\n<p>Only about 0.8% of patients who received Paxlovid were hospitalized through day 28 compared to 7% of patients who received placebo and were hospitalized or died.</p>\n<p>Similar reductions in COVID-19-related hospitalization or death were observed in patients treated within five days of symptom onset.</p>\n<p>Merck reported that 7.3% of patients who received molnupiravir were either hospitalized or died through day 29 compared with 14.1% of placebo-treated patients.</p>\n<p>Through day 28, no deaths were reported in patients who received Paxlovid as compared to 10 deaths in patients who received placebo. With Merck, through day 29, no deaths were reported in patients who received molnupiravir, as compared to eight&nbsp;deaths in patients who received placebo.</p>\n<p>Not only is Pfizer's drug safe, but the level of efficacy is so high that it will very meaningfully shake up the COVID landscape looking to next year— including the outlook for boosters, BofA Securities analyst Geoff Meacham said in a note.</p>\n<p>\"Between&nbsp;<b>Roche Holding AG's</b>&nbsp;recent failure and Merck's decent efficacy, Pfizer's drug will be the clear best-in-class oral, and well positioned to capitalize on the longer term C-19 treatment market that could be in the mid-to-high billions next year,\" Meacham said.</p>\n<p><b>Authorization Before Year-End?</b>At the recommendation of an independent Data Monitoring Committee and in consultation with the U.S. Food and Drug Administration, Pfizer will cease further enrollment into the study due to the overwhelming efficacy demonstrated in these results, the company said.</p>\n<p>It plans to submit the data as part of its ongoing rolling submission to the authorization as soon as possible.</p>\n<p>BofA expects the application to be soon submitted to the FDA, with&nbsp;an authorization likely&nbsp;by the end of the year.</p>\n<p>Meanwhile, Merck announced Thursday it has received the first authorization for molnupiravir in the U.K., with the drug to be marketed under the brand name Lagevrio.</p>\n<p>Its application with the FDA is under review. The European Medicines Agency has recently initiated a rolling review of its Marketing Authorization Application. Merck also said it is actively working to submit applications to other regulatory agencies around the world.</p>\n<p>The commercial outlook could dramatically shift in favor of Pfizer's pill given how much more impressive the data is, BofA said. Merck's revenue guidance of $5 billion to $7 billion through 2022 provided on its third-quarter call last week could be reduced meaningfully, the firm added.</p>\n<p>Meanwhile,&nbsp;<b>Gilead, Inc.'s</b>&nbsp;antiviral remdesivir could remain an option for hospitalized patients, but overall its use is likely to further diminish, in BofA's view.</p>\n<p></p>","source":"lsy1606299360108","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>Will Pfizer Outgun Merck With Oral COVID-19 Pill?</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\">\nWill Pfizer Outgun Merck With Oral COVID-19 Pill?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-06 08:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Merck, Inc. is locking horns with peer Pfizer, Inc. in what could be termed as the battle supremacy in the COVID-19 treatment market.\nThe stakes are high, with an effective treatment for the disease ...</p>\n\n<a href=\"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRK":"默沙东"},"source_url":"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152406340","content_text":"Merck, Inc. is locking horns with peer Pfizer, Inc. in what could be termed as the battle supremacy in the COVID-19 treatment market.\nThe stakes are high, with an effective treatment for the disease potentially entering the arena in addition to the vaccines that are already on the market.\nPfizer Dips Into COVID-19 Treatment Arena:After acing the COVID-19 vaccine race along with its German partner BioNTech SE, Pfizer is wanting to leave no stone unturned in capitalizing on the COVID opportunity.\nThe company announced Friday an interim analysis of data from the Phase 2/3 study of its oral COVID-19 antiviral candidate Paxlovid, showing an 89% reduction in the risk of COVID-19-related hospitalization or death from any cause compared to placebo in patients treated within three days of symptom onset.\nThe positive data triggered strong buying in Pfizer shares and a sell-off in Merck shares.\nMerck had its share of upside in early October when it reported positive Phase 3 data for an oral COVID-19 pill, molnupiravir, that it's co-developing the treatment with Ridgeback Biotherapeutics. The Merck news triggered an across-the-board sell-off in vaccine stocks at that time.\nThese two companies with deep pockets and marketing expertise are vying for a piece of the COVID-19 treatment market, making the competitive landscape all the more interesting.\nPfizer Vs. Merck Data Comparison:As opposed the 89% reduction in risk of hospitalization or death reported by Pfizer for Paxlovid, an interim analysis of Merck's Phase 3 data released on Oct. 1 showed molnupiravir reducing the risk of hospitalization or death by approximately 50%.\nOnly about 0.8% of patients who received Paxlovid were hospitalized through day 28 compared to 7% of patients who received placebo and were hospitalized or died.\nSimilar reductions in COVID-19-related hospitalization or death were observed in patients treated within five days of symptom onset.\nMerck reported that 7.3% of patients who received molnupiravir were either hospitalized or died through day 29 compared with 14.1% of placebo-treated patients.\nThrough day 28, no deaths were reported in patients who received Paxlovid as compared to 10 deaths in patients who received placebo. With Merck, through day 29, no deaths were reported in patients who received molnupiravir, as compared to eight deaths in patients who received placebo.\nNot only is Pfizer's drug safe, but the level of efficacy is so high that it will very meaningfully shake up the COVID landscape looking to next year— including the outlook for boosters, BofA Securities analyst Geoff Meacham said in a note.\n\"Between Roche Holding AG's recent failure and Merck's decent efficacy, Pfizer's drug will be the clear best-in-class oral, and well positioned to capitalize on the longer term C-19 treatment market that could be in the mid-to-high billions next year,\" Meacham said.\nAuthorization Before Year-End?At the recommendation of an independent Data Monitoring Committee and in consultation with the U.S. Food and Drug Administration, Pfizer will cease further enrollment into the study due to the overwhelming efficacy demonstrated in these results, the company said.\nIt plans to submit the data as part of its ongoing rolling submission to the authorization as soon as possible.\nBofA expects the application to be soon submitted to the FDA, with an authorization likely by the end of the year.\nMeanwhile, Merck announced Thursday it has received the first authorization for molnupiravir in the U.K., with the drug to be marketed under the brand name Lagevrio.\nIts application with the FDA is under review. The European Medicines Agency has recently initiated a rolling review of its Marketing Authorization Application. Merck also said it is actively working to submit applications to other regulatory agencies around the world.\nThe commercial outlook could dramatically shift in favor of Pfizer's pill given how much more impressive the data is, BofA said. Merck's revenue guidance of $5 billion to $7 billion through 2022 provided on its third-quarter call last week could be reduced meaningfully, the firm added.\nMeanwhile, Gilead, Inc.'s antiviral remdesivir could remain an option for hospitalized patients, but overall its use is likely to further diminish, in BofA's view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821800481,"gmtCreate":1633712065936,"gmtModify":1633712066544,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good chance buy&nbsp;","listText":"Good chance buy&nbsp;","text":"Good chance buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821800481","repostId":"1133780035","repostType":4,"repost":{"id":"1133780035","pubTimestamp":1633704297,"share":"https://www.laohu8.com/m/news/1133780035?lang=&edition=full","pubTime":"2021-10-08 22:44","market":"us","language":"en","title":"6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor","url":"https://stock-news.laohu8.com/highlight/detail?id=1133780035","media":"MarketWatch","summary":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a litt","content":"<blockquote>\n <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b>\n</blockquote>\n<p>Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p>\n<p>But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p>\n<p><b>1. Sentiment has gotten bearish enough</b></p>\n<p>I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p>\n<p>It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p>\n<p>Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p>\n<p><b>2. Seasonality is in our favor</b></p>\n<p>The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p>\n<p><b>3. COVID is rolling over</b></p>\n<p>It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p>\n<p><b>4. A correction may have already happened</b></p>\n<p>Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&amp;P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p>\n<p>In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p>\n<p><b>5. There’s been strong household formation</b></p>\n<p>Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p>\n<p>What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p>\n<p>The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p>\n<p><b>6. The consumer is scared, locked and loaded</b></p>\n<p>There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p>\n<p>The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p>\n<p>Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p>\n<p>At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p>\n<p>Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p>\n<p>“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p>\n<p><b>S</b><b><b>tocks</b></b><b>&nbsp;to buy</b></p>\n<p>Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p>\n<p>Morningstar cites Bath &amp; Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p>\n<p>As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p>\n<p>Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p>\n<p>The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p>\n<p>Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p>\n<p>Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation&nbsp;goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p>\n<p>While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p>\n<p>“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p>\n<p>Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p>\n<p>Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor</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\">\n6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t...</p>\n\n<a href=\"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133780035","content_text":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.\n1. Sentiment has gotten bearish enough\nI regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.\nIt’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.\nPick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.\n2. Seasonality is in our favor\nThe worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.\n3. COVID is rolling over\nIt’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.\n4. A correction may have already happened\nSince the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.\nIn other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.\n5. There’s been strong household formation\nMillennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.\nWhat is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.\nThe upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.\n6. The consumer is scared, locked and loaded\nThere are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.\nThe bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.\nNow a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.\nAt the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.\nDon’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.\n“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”\nStocks to buy\nSince the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.\nMorningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.\nAs for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.\nEric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.\nThe core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.\nMarshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.\nMarshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.\nWhile many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.\n“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.\nHere, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.\nSharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864640331,"gmtCreate":1633099857490,"gmtModify":1633099858088,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ark cathie active management to rebalance portfolio, trim positions and take profits in q4#","listText":"Ark cathie active management to rebalance portfolio, trim positions and take profits in q4#","text":"Ark cathie active management to rebalance portfolio, trim positions and take profits in q4#","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864640331","repostId":"2172295185","repostType":4,"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607993419,"gmtCreate":1639468908161,"gmtModify":1639471335416,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Add more&nbsp;Nvidia on dip for future upside&nbsp;#","listText":"Add more&nbsp;Nvidia on dip for future upside&nbsp;#","text":"Add more Nvidia on dip for future upside #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607993419","repostId":"1193701389","repostType":2,"repost":{"id":"1193701389","pubTimestamp":1639460770,"share":"https://www.laohu8.com/m/news/1193701389?lang=&edition=full","pubTime":"2021-12-14 13:46","market":"us","language":"en","title":"Why Nvidia Stock Keeps Dropping","url":"https://stock-news.laohu8.com/highlight/detail?id=1193701389","media":"Motley Fool","summary":"Nvidia has been a big gainer, but now other, smaller chip stocks look cheaper.","content":"<p><b>What happened</b></p>\n<p>Shares of&nbsp;semiconductor&nbsp;company&nbsp;<b>Nvidia</b>&nbsp;dropped again on Monday -- down 6.8% as of closed -- its fourth straight down day in a row. There doesn't appear to be any particular news behind today's decline, at least not specific to Nvidia.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe9777cd8866f53c260abe399593d3d0\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>So what</b></p>\n<p>From a big picture perspective, the news isn't great. CNBC reported this morning there's a risk that the ongoing chip shortage could depress Christmas shopping this year.</p>\n<p>Although high demand for high-end Nvidia graphics chips is generally good news for the company and its pricing power, the network notes that \"semiconductors are beneath the hood of an increasing number of products,\" but \"things made with chips don't just use one chip.\" Thus, even a PC manufacturer lucky enough to get hold of all the Nvidia chips it needs might not be able to sell its PC if it can't also get all the power control, memory, and other chips it also needs to build the product. Or the manufacturer might not buy the Nvidia chips in the first place if it knows it won't be able to obtain the other chips.</p>\n<p><b>Now what</b></p>\n<p>That's one risk Nvidia investors face. A bigger risk, though, may be its high-flying stock price.</p>\n<p>This morning, analysts at&nbsp;<b>JPMorgan</b>, at&nbsp;<b>UBS</b>, at&nbsp;<b>Barclays</b>,<b>Citigroup</b>, R.W. Baird, and&nbsp;<b>Evercore</b>&nbsp;ISI cited a range of semiconductor chipmakers that they like and believe are undervalued, and Nvidia wasn't one of them. Morgan recommended&nbsp;<b>Qualcomm</b>&nbsp;for its earnings upside, Evercore picked&nbsp;<b>Micron</b>&nbsp;as a stock that is \"structurally undervalued,\" and Barclays, Baird, and Citi raised their price targets on&nbsp;<b>Broadcom</b>&nbsp;based on demand for its products,TheFly.com&nbsp;reported today.</p>\n<p>Nvidia shares sell for 93 times trailing earnings. Micron is valued at less than 17 times earnings; Qualcomm is at 23 times, and Broadcom is at 47. It's pretty clear why Wall Street might consider these stocks relatively better deals than Nvidia.</p>\n<p>And it's just as clear why some investors might have decided that now is a good time to&nbsp;cash out some Nvidia stock winnings, and reinvest them in relatively&nbsp;cheaper stocks.</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>Why Nvidia Stock Keeps Dropping</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\">\nWhy Nvidia Stock Keeps Dropping\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 13:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/13/why-nvidia-stock-keeps-dropping/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of semiconductor company Nvidia dropped again on Monday -- down 6.8% as of closed -- its fourth straight down day in a row. There doesn't appear to be any particular news behind ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/13/why-nvidia-stock-keeps-dropping/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/13/why-nvidia-stock-keeps-dropping/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193701389","content_text":"What happened\nShares of semiconductor company Nvidia dropped again on Monday -- down 6.8% as of closed -- its fourth straight down day in a row. There doesn't appear to be any particular news behind today's decline, at least not specific to Nvidia.\nImage source: Getty Images.\nSo what\nFrom a big picture perspective, the news isn't great. CNBC reported this morning there's a risk that the ongoing chip shortage could depress Christmas shopping this year.\nAlthough high demand for high-end Nvidia graphics chips is generally good news for the company and its pricing power, the network notes that \"semiconductors are beneath the hood of an increasing number of products,\" but \"things made with chips don't just use one chip.\" Thus, even a PC manufacturer lucky enough to get hold of all the Nvidia chips it needs might not be able to sell its PC if it can't also get all the power control, memory, and other chips it also needs to build the product. Or the manufacturer might not buy the Nvidia chips in the first place if it knows it won't be able to obtain the other chips.\nNow what\nThat's one risk Nvidia investors face. A bigger risk, though, may be its high-flying stock price.\nThis morning, analysts at JPMorgan, at UBS, at Barclays,Citigroup, R.W. Baird, and Evercore ISI cited a range of semiconductor chipmakers that they like and believe are undervalued, and Nvidia wasn't one of them. Morgan recommended Qualcomm for its earnings upside, Evercore picked Micron as a stock that is \"structurally undervalued,\" and Barclays, Baird, and Citi raised their price targets on Broadcom based on demand for its products,TheFly.com reported today.\nNvidia shares sell for 93 times trailing earnings. Micron is valued at less than 17 times earnings; Qualcomm is at 23 times, and Broadcom is at 47. It's pretty clear why Wall Street might consider these stocks relatively better deals than Nvidia.\nAnd it's just as clear why some investors might have decided that now is a good time to cash out some Nvidia stock winnings, and reinvest them in relatively cheaper stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854115369,"gmtCreate":1635427855375,"gmtModify":1635427855919,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tesla more&nbsp;trillion&nbsp;upside &nbsp;with&nbsp;earnings power #","listText":"Tesla more&nbsp;trillion&nbsp;upside &nbsp;with&nbsp;earnings power #","text":"Tesla more trillion upside with earnings power #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854115369","repostId":"2178252242","repostType":4,"repost":{"id":"2178252242","pubTimestamp":1635414077,"share":"https://www.laohu8.com/m/news/2178252242?lang=&edition=full","pubTime":"2021-10-28 17:41","market":"us","language":"en","title":"We may need to start thinking about Tesla at $3 trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=2178252242","media":"Yahoo Finance","summary":"With short-sellers cowed, Tesla $3T could be closer than we think\nRemember that time Elon Musk brief","content":"<p>With short-sellers cowed, Tesla $3T could be closer than we think</p>\n<p>Remember that time Elon Musk briefly flirted with the idea of taking Tesla (TSLA) private, partly financed with money from Saudi Arabia’s sovereign wealth war chest, and promptly landed in hot water with regulators?</p>\n<p>Now that the carmaker has definitely joined the $1 trillion market capitalization club — only the fifth company to do so — the $420, “funding secured” episode may seem like ancient history (it was 2018, for those keeping track at home).</p>\n<p>But it’s worth the stroll down memory lane now that Tesla is firing on all cylinders, striking huge deals and cowing the short-sellers into submission (Speaking of, what are Jim Chanos and David Einhorn doing with themselves these days?)</p>\n<p>With all the momentum behind it, could Tesla grow even bigger, to say, $3 trillion?</p>\n<p>In a recent Substack post, economics commentator James Pethokoukis mused about the idea of Tesla becoming the first company to outflank tech giants. Pethokoukis wrote:</p>\n<blockquote>\n Everyone knows America doesn’t make anything anymore. But, you know, Tesla does. And what it makes investors apparently think is pretty valuable, both now and in the future. Indeed, they think the potential of what Tesla makes is so valuable that no company has itself become so valuable despite selling so little\n</blockquote>\n<blockquote>\n It makes sense that the Information Technology Revolution would make lots of fortunes through the manipulation of bits. But maybe now we are shifting back to wealth creations via the manipulation of atoms — enabled, of course, by IT advances, including forms of AI — rather than our attention spans via social media. Tesla is <a href=\"https://laohu8.com/S/AONE.U\">one</a> example, and more might be on the way. For example: Moderna is a $140 billion company thanks to its success developing mRNA vaccines to counter the coronavirus. One wonders about the economic potential of new genetic editing techniques…\n</blockquote>\n<blockquote>\n Biology, energy, space. The U.S. economy is about a lot more than tech firms serving us ads while we search online or while we bicker on social media platforms. Will it all add up to the start of a New Roaring Twenties or Roaring Twenty-First Century?\n</blockquote>\n<p>Tesla $3T might be a reach, even with all the company has going for it. But the question is pertinent given that the electric vehicle (EV) space as a whole is white hot, and competitors are lining up to snatch Tesla's crown. On Wednesday, General Motors (GM) chief Mary Barra came in from the top rope with a bold prediction made to CNBC, saying the auto giant could \"absolutely\" top Tesla's EV sales within the next four years.</p>\n<p>Whether or not GM is making empty boasts, Tesla’s bull case is growing more aggressive by the day. CFO Zachary Kirkhorn noted that in Q3, the company’s once-struggling deliveries were 20% higher quarter-over-quarter, and 70% higher than the comparable year-ago.</p>\n<p>That makes analysts like those at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> more than eager to hike their price targets, and see a clear path to fresh record highs on the stock. The bank raised its target to $1,200 earlier this week, even as potential troubles loom from supply chain and geopolitics.</p>\n<p>Still, Morgan Stanley made a clear case for why Tesla’s more likely to see upside than down. “The Tesla you see today is the product of pre-COVID, sub $100 billion Tesla,” analysts wrote.</p>\n<p>“The Tesla you’ll likely see over the next 12 to 18 months would demonstrate the capabilities of the Trillion dollar Tesla: emphasizing step-changes in manufacturing, cost reduction... expansion in capacity, model lineup and services offerings,” the bank said, adding that the company “has been the world’s most valuable carmaker for some time.”</p>\n<p>And given a favorable environment for climate-friendly technology, there’s “a broad opportunity set for investors in green tech, both from existing and emerging technologies,” Morgan Stanley said.</p>\n<p>$3 trillion, here we come? Never say never.</p>","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>We may need to start thinking about Tesla at $3 trillion</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\">\nWe may need to start thinking about Tesla at $3 trillion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-28 17:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/we-may-need-to-start-thinking-about-tesla-at-3-trillion-morning-brief-091138404.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With short-sellers cowed, Tesla $3T could be closer than we think\nRemember that time Elon Musk briefly flirted with the idea of taking Tesla (TSLA) private, partly financed with money from Saudi ...</p>\n\n<a href=\"https://finance.yahoo.com/news/we-may-need-to-start-thinking-about-tesla-at-3-trillion-morning-brief-091138404.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GM":"通用汽车"},"source_url":"https://finance.yahoo.com/news/we-may-need-to-start-thinking-about-tesla-at-3-trillion-morning-brief-091138404.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2178252242","content_text":"With short-sellers cowed, Tesla $3T could be closer than we think\nRemember that time Elon Musk briefly flirted with the idea of taking Tesla (TSLA) private, partly financed with money from Saudi Arabia’s sovereign wealth war chest, and promptly landed in hot water with regulators?\nNow that the carmaker has definitely joined the $1 trillion market capitalization club — only the fifth company to do so — the $420, “funding secured” episode may seem like ancient history (it was 2018, for those keeping track at home).\nBut it’s worth the stroll down memory lane now that Tesla is firing on all cylinders, striking huge deals and cowing the short-sellers into submission (Speaking of, what are Jim Chanos and David Einhorn doing with themselves these days?)\nWith all the momentum behind it, could Tesla grow even bigger, to say, $3 trillion?\nIn a recent Substack post, economics commentator James Pethokoukis mused about the idea of Tesla becoming the first company to outflank tech giants. Pethokoukis wrote:\n\n Everyone knows America doesn’t make anything anymore. But, you know, Tesla does. And what it makes investors apparently think is pretty valuable, both now and in the future. Indeed, they think the potential of what Tesla makes is so valuable that no company has itself become so valuable despite selling so little\n\n\n It makes sense that the Information Technology Revolution would make lots of fortunes through the manipulation of bits. But maybe now we are shifting back to wealth creations via the manipulation of atoms — enabled, of course, by IT advances, including forms of AI — rather than our attention spans via social media. Tesla is one example, and more might be on the way. For example: Moderna is a $140 billion company thanks to its success developing mRNA vaccines to counter the coronavirus. One wonders about the economic potential of new genetic editing techniques…\n\n\n Biology, energy, space. The U.S. economy is about a lot more than tech firms serving us ads while we search online or while we bicker on social media platforms. Will it all add up to the start of a New Roaring Twenties or Roaring Twenty-First Century?\n\nTesla $3T might be a reach, even with all the company has going for it. But the question is pertinent given that the electric vehicle (EV) space as a whole is white hot, and competitors are lining up to snatch Tesla's crown. On Wednesday, General Motors (GM) chief Mary Barra came in from the top rope with a bold prediction made to CNBC, saying the auto giant could \"absolutely\" top Tesla's EV sales within the next four years.\nWhether or not GM is making empty boasts, Tesla’s bull case is growing more aggressive by the day. CFO Zachary Kirkhorn noted that in Q3, the company’s once-struggling deliveries were 20% higher quarter-over-quarter, and 70% higher than the comparable year-ago.\nThat makes analysts like those at Morgan Stanley more than eager to hike their price targets, and see a clear path to fresh record highs on the stock. The bank raised its target to $1,200 earlier this week, even as potential troubles loom from supply chain and geopolitics.\nStill, Morgan Stanley made a clear case for why Tesla’s more likely to see upside than down. “The Tesla you see today is the product of pre-COVID, sub $100 billion Tesla,” analysts wrote.\n“The Tesla you’ll likely see over the next 12 to 18 months would demonstrate the capabilities of the Trillion dollar Tesla: emphasizing step-changes in manufacturing, cost reduction... expansion in capacity, model lineup and services offerings,” the bank said, adding that the company “has been the world’s most valuable carmaker for some time.”\nAnd given a favorable environment for climate-friendly technology, there’s “a broad opportunity set for investors in green tech, both from existing and emerging technologies,” Morgan Stanley said.\n$3 trillion, here we come? Never say never.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609001564,"gmtCreate":1638203064355,"gmtModify":1638203065058,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"#Nvidia all rounder +&nbsp;long term potential&nbsp;","listText":"#Nvidia all rounder +&nbsp;long term potential&nbsp;","text":"#Nvidia all rounder + long term potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609001564","repostId":"2186262293","repostType":4,"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871069738,"gmtCreate":1636998440571,"gmtModify":1636998440763,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nvidia for long term metaverse potential #","listText":"Nvidia for long term metaverse potential #","text":"Nvidia for long term metaverse potential #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871069738","repostId":"2183204021","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605984252,"gmtCreate":1639101937335,"gmtModify":1639101937680,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"#Musk bonus&nbsp;package for Xmas&nbsp;&nbsp;","listText":"#Musk bonus&nbsp;package for Xmas&nbsp;&nbsp;","text":"#Musk bonus package for Xmas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605984252","repostId":"2190641206","repostType":2,"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871069529,"gmtCreate":1636998378645,"gmtModify":1636998378803,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Facebook for metaverse potential earnings#","listText":"Facebook for metaverse potential earnings#","text":"Facebook for metaverse potential earnings#","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871069529","repostId":"2183046479","repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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 Goes Dumpster Diving: 3 Stocks She Just Bought</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 Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWLO":"Twilio Inc","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842851019,"gmtCreate":1636164236550,"gmtModify":1636164237104,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"SpaceX leader + Starlink&nbsp;revenue&nbsp;potential #","listText":"SpaceX leader + Starlink&nbsp;revenue&nbsp;potential #","text":"SpaceX leader + Starlink revenue potential #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842851019","repostId":"1163952473","repostType":4,"repost":{"id":"1163952473","pubTimestamp":1636125589,"share":"https://www.laohu8.com/m/news/1163952473?lang=&edition=full","pubTime":"2021-11-05 23:19","market":"us","language":"en","title":"Amazon Seeks Another 4,538 Satellites to Challenge Musk’s SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=1163952473","media":"Bloomberg","summary":"Amazon’s Kuiper fleet would grow to 7,774 satellites\nKuiper and SpaceX have sparred at the FCC over ","content":"<ul>\n <li>Amazon’s Kuiper fleet would grow to 7,774 satellites</li>\n <li>Kuiper and SpaceX have sparred at the FCC over applications</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a861ad1262b0fb53f4a72e6d237181d\" tg-width=\"2097\" tg-height=\"1398\" width=\"100%\" height=\"auto\"><span>Artist render of the ABL Space Systems' new RS1 rocket, which will launch Amazon’s Project Kuiper satellites. Source: Amazon.com Inc.</span></p>\n<p>Amazon.com Inc.’s Kuiper Systems LLC asked U.S. regulators for permission to launch another 4,538 satellites that would bolster its constellation as it competes with Elon Musk’s SpaceX for broadband-from-space customers.</p>\n<p>The additions would bring Kuiper’s constellation to 7,774 satellites, the company said in&nbsp;a filing&nbsp;Thursday with the Federal Communications Commission.</p>\n<p>Kuiper and Musk’s Space Exploration Technologies Corp. each have applications before the FCC for satellite fleets in low-earth orbit. The companies have been sparring in recent months, with Amazon&nbsp;contending&nbsp;that SpaceX hasn’t met regulatory requirements. SpaceX dismissed the criticism as irrelevant.</p>\n<p>SpaceX has emerged as a space leader, having launched at least 1,700 of its&nbsp;Starlink&nbsp;broadband satellites with plans for thousands more. Amazon.com earlier won FCC approval for 3,236 satellites, and says it&nbsp;will launch&nbsp;two prototypes late next year. London-based&nbsp;OneWeb&nbsp;is building a fleet of 648 satellites. The&nbsp;Boeing Co.&nbsp;on Nov. 3 won permission from the FCC for a fleet of 147 communications satellites.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Seeks Another 4,538 Satellites to Challenge Musk’s SpaceX</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Seeks Another 4,538 Satellites to Challenge Musk’s SpaceX\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-05 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-11-05/amazon-seeks-to-add-4-538-satellites-to-challenge-musk-s-spacex?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s Kuiper fleet would grow to 7,774 satellites\nKuiper and SpaceX have sparred at the FCC over applications\n\nArtist render of the ABL Space Systems' new RS1 rocket, which will launch Amazon’s ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-11-05/amazon-seeks-to-add-4-538-satellites-to-challenge-musk-s-spacex?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.bloomberg.com/news/articles/2021-11-05/amazon-seeks-to-add-4-538-satellites-to-challenge-musk-s-spacex?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163952473","content_text":"Amazon’s Kuiper fleet would grow to 7,774 satellites\nKuiper and SpaceX have sparred at the FCC over applications\n\nArtist render of the ABL Space Systems' new RS1 rocket, which will launch Amazon’s Project Kuiper satellites. Source: Amazon.com Inc.\nAmazon.com Inc.’s Kuiper Systems LLC asked U.S. regulators for permission to launch another 4,538 satellites that would bolster its constellation as it competes with Elon Musk’s SpaceX for broadband-from-space customers.\nThe additions would bring Kuiper’s constellation to 7,774 satellites, the company said in a filing Thursday with the Federal Communications Commission.\nKuiper and Musk’s Space Exploration Technologies Corp. each have applications before the FCC for satellite fleets in low-earth orbit. The companies have been sparring in recent months, with Amazon contending that SpaceX hasn’t met regulatory requirements. SpaceX dismissed the criticism as irrelevant.\nSpaceX has emerged as a space leader, having launched at least 1,700 of its Starlink broadband satellites with plans for thousands more. Amazon.com earlier won FCC approval for 3,236 satellites, and says it will launch two prototypes late next year. London-based OneWeb is building a fleet of 648 satellites. The Boeing Co. on Nov. 3 won permission from the FCC for a fleet of 147 communications satellites.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855114208,"gmtCreate":1635343263421,"gmtModify":1635344270850,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tesla EV&nbsp;no market share&nbsp;power #","listText":"Tesla EV&nbsp;no market share&nbsp;power #","text":"Tesla EV no market share power #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855114208","repostId":"2178040924","repostType":4,"repost":{"id":"2178040924","pubTimestamp":1635291825,"share":"https://www.laohu8.com/m/news/2178040924?lang=&edition=full","pubTime":"2021-10-27 07:43","market":"us","language":"en","title":"How a 2,360% Jump in Call Options Fired Up Tesla’s Share Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=2178040924","media":"Bloomberg","summary":"Volume in bullish options rises to highest level in 14 months\nA rush to short-dated calls seen fueli","content":"<ul>\n <li>Volume in bullish options rises to highest level in 14 months</li>\n <li>A rush to short-dated calls seen fueling a ‘gamma squeeze’</li>\n</ul>\n<p>There were plenty of reasons for Tesla Inc. to rally Monday. Everything from Hertz Global Holdings Inc.’s blockbuster order to buying by passive funds and a squeeze on short sellers.</p>\n<p>But other forces were at play in goosing the gain: options traders who piled on bullish bets, and market makers who were forced to purchase shares to hedge their positions as the stock surged.</p>\n<p>In other words, the tail wagging the dog. It’s a narrative that’s come up repeatedly in explaining mysterious moves, such as the big-tech rally in the summer of 2020 and this year’s mid-month market swoons.</p>\n<p>More than 2.4 million bullish contracts on Tesla changed hands Monday, a 14-month high, as traders rushed into speculative wagers to reap quick gains.</p>\n<p>The most-active contract, the $1,000 call expiring Friday, soared to $39.34 from $1.60 -- for a single-session gain of about 2,360%.</p>\n<p><img src=\"https://static.tigerbbs.com/cda02b1e0d014eab556a0107a93d2f93\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Investors spent $5.11 billion on call options, compared with a total of $279 million on puts, according to an estimate by Nomura Securities. The firm calls the 18-to-1 ratio “unheard of.” And all the spike in calls means options dealers needed to snap up shares to avoid unwanted risk.</p>\n<p>“This is incredible activity,” Chris Weston, head of research at Pepperstone Financial Pty, wrote in a client note. “We’ve seen a clear lack of regard for the cost of the options,” he added. “The stock subsequently goes in the money and dealers (who sold the calls) have to hedge their delta –- that means buying the underlying –- again this perpetuates the stock higher.”</p>\n<p>Shares of Tesla surged 13% Monday, lifting its market value above $1 trillion for the first time and propelling the automaker past <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. to become the fifth-largest publicly traded company in the U.S. Up more than 30% this month, the gains have also made Chief Executive Officer Elon Musk the world’s richest person.</p>\n<p>Tesla climbed for the 11th time in 12 days, rising 4.8% as of 10:20 a.m. in New York Tuesday. Again, calls dominated option trading, with bullish contracts accounting for nine of the 10 most active ones.</p>\n<p>The interplay between the equity and options markets can be complex. To illustrate the dynamics, Brent Kochuba, founder of analytic service SpotGamma, plotted Tesla’s stock against delta, or the theoretical value of stock required for market makers to hedge the directional exposure resulting from all options activity.</p>\n<p>In the simplest form, when someone buys calls, a dealer must buy Tesla’s stock to hedge the delta exposure generated by those options trades. If the stock keeps rising, it forces dealers to buy more shares, a process know as gamma hedging.</p>\n<p>According to Kochuba’s analysis, Monday started with traders selling calls, which led to a slight negative delta reading. As the stock started to lift off around 10 a.m. in New York, these call sellers were forced to cover their positions. That coincided with Tesla’s share advance toward $980.</p>\n<p>Around noon, traders began flooding in to purchase calls, sparking a surge in delta hedging that accompanied Tesla’s ascent toward $1,000. Then two hours later, another wave of call buying hit the market. The stock peaked near $1,045, right before the estimated delta hedging started to taper off.</p>\n<p><img src=\"https://static.tigerbbs.com/cbcb67cb590618f82cf7fadf5b204854\" tg-width=\"1200\" tg-height=\"730\" width=\"100%\" height=\"auto\"></p>\n<p>Notably, half of the calls traded were maturing Friday. The Tesla $1,050 call expiring exactly that day -- the second most active contract on Monday -- surged to $18.19 from 71 cents, a 25-fold increase.</p>\n<p>“This was an incredible push by short duration traders to push into calls,” said Kochuba. That “ likely forced market makers to aggressively hedge long.”</p>\n<p>The fact that all the trading was concentrated in short-dated options can be viewed as a tactic by some traders trying to take advantage of a phenomenon known as a “gamma squeeze” -- betting that as the value of Tesla shares gets closer to an option’s strike price, dealers will have to buy more and more of the underlying stock.</p>\n<p>“This is the definition of ‘weaponized gamma,’” said Nomura strategist Charlie McElligott.</p>\n<p>In some way, this technical explanation may help shed some light on why Tesla’s stock looks unhinged from business fundamentals. At Monday’s close of $1,025, the stock was already 38% ahead of where analysts see it stand 12 months from now.</p>\n<p>Of course, not all options buyers are ignoring Tesla’s fundamentals, and it can be true that analysts simply have underestimated the company’s potentials. Still, a case can be made that many traders may have been lured into this momentum-chasing game regardless of the outlook of car deliveries.</p>\n<p>Consider Monday’s open interest. While the trading volume of calls doubled from the previous day, open interest only increased by toughly 5%. In other words, a large portion of the volume came from day traders.</p>\n<p>“Tesla continues to make a mockery of analysts’ valuation models,” Weston at Pepperstone said. “Trading it is the very essence of buying high and selling higher.”</p>\n<p>To Kochuba at SpotGamma, while Monday’s options activity helped push the stock higher, the boost is getting shaky. For <a href=\"https://laohu8.com/S/AONE.U\">one</a>, the cost of options has become more expensive. Plus, more than 30% of dealers’ gamma exposure is expected to drop off upon Friday’s expiration, meaning hedges will be forced to adjust quickly in coming days.</p>\n<p>“I believe that creates a vacuum for higher but unstable stock prices,” he said.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How a 2,360% Jump in Call Options Fired Up Tesla’s Share Surge</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\">\nHow a 2,360% Jump in Call Options Fired Up Tesla’s Share Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 07:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-10-26/how-a-2-360-jump-in-call-options-fired-up-tesla-s-share-surge><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Volume in bullish options rises to highest level in 14 months\nA rush to short-dated calls seen fueling a ‘gamma squeeze’\n\nThere were plenty of reasons for Tesla Inc. to rally Monday. Everything from ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-10-26/how-a-2-360-jump-in-call-options-fired-up-tesla-s-share-surge\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2021-10-26/how-a-2-360-jump-in-call-options-fired-up-tesla-s-share-surge","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178040924","content_text":"Volume in bullish options rises to highest level in 14 months\nA rush to short-dated calls seen fueling a ‘gamma squeeze’\n\nThere were plenty of reasons for Tesla Inc. to rally Monday. Everything from Hertz Global Holdings Inc.’s blockbuster order to buying by passive funds and a squeeze on short sellers.\nBut other forces were at play in goosing the gain: options traders who piled on bullish bets, and market makers who were forced to purchase shares to hedge their positions as the stock surged.\nIn other words, the tail wagging the dog. It’s a narrative that’s come up repeatedly in explaining mysterious moves, such as the big-tech rally in the summer of 2020 and this year’s mid-month market swoons.\nMore than 2.4 million bullish contracts on Tesla changed hands Monday, a 14-month high, as traders rushed into speculative wagers to reap quick gains.\nThe most-active contract, the $1,000 call expiring Friday, soared to $39.34 from $1.60 -- for a single-session gain of about 2,360%.\n\nInvestors spent $5.11 billion on call options, compared with a total of $279 million on puts, according to an estimate by Nomura Securities. The firm calls the 18-to-1 ratio “unheard of.” And all the spike in calls means options dealers needed to snap up shares to avoid unwanted risk.\n“This is incredible activity,” Chris Weston, head of research at Pepperstone Financial Pty, wrote in a client note. “We’ve seen a clear lack of regard for the cost of the options,” he added. “The stock subsequently goes in the money and dealers (who sold the calls) have to hedge their delta –- that means buying the underlying –- again this perpetuates the stock higher.”\nShares of Tesla surged 13% Monday, lifting its market value above $1 trillion for the first time and propelling the automaker past Facebook Inc. to become the fifth-largest publicly traded company in the U.S. Up more than 30% this month, the gains have also made Chief Executive Officer Elon Musk the world’s richest person.\nTesla climbed for the 11th time in 12 days, rising 4.8% as of 10:20 a.m. in New York Tuesday. Again, calls dominated option trading, with bullish contracts accounting for nine of the 10 most active ones.\nThe interplay between the equity and options markets can be complex. To illustrate the dynamics, Brent Kochuba, founder of analytic service SpotGamma, plotted Tesla’s stock against delta, or the theoretical value of stock required for market makers to hedge the directional exposure resulting from all options activity.\nIn the simplest form, when someone buys calls, a dealer must buy Tesla’s stock to hedge the delta exposure generated by those options trades. If the stock keeps rising, it forces dealers to buy more shares, a process know as gamma hedging.\nAccording to Kochuba’s analysis, Monday started with traders selling calls, which led to a slight negative delta reading. As the stock started to lift off around 10 a.m. in New York, these call sellers were forced to cover their positions. That coincided with Tesla’s share advance toward $980.\nAround noon, traders began flooding in to purchase calls, sparking a surge in delta hedging that accompanied Tesla’s ascent toward $1,000. Then two hours later, another wave of call buying hit the market. The stock peaked near $1,045, right before the estimated delta hedging started to taper off.\n\nNotably, half of the calls traded were maturing Friday. The Tesla $1,050 call expiring exactly that day -- the second most active contract on Monday -- surged to $18.19 from 71 cents, a 25-fold increase.\n“This was an incredible push by short duration traders to push into calls,” said Kochuba. That “ likely forced market makers to aggressively hedge long.”\nThe fact that all the trading was concentrated in short-dated options can be viewed as a tactic by some traders trying to take advantage of a phenomenon known as a “gamma squeeze” -- betting that as the value of Tesla shares gets closer to an option’s strike price, dealers will have to buy more and more of the underlying stock.\n“This is the definition of ‘weaponized gamma,’” said Nomura strategist Charlie McElligott.\nIn some way, this technical explanation may help shed some light on why Tesla’s stock looks unhinged from business fundamentals. At Monday’s close of $1,025, the stock was already 38% ahead of where analysts see it stand 12 months from now.\nOf course, not all options buyers are ignoring Tesla’s fundamentals, and it can be true that analysts simply have underestimated the company’s potentials. Still, a case can be made that many traders may have been lured into this momentum-chasing game regardless of the outlook of car deliveries.\nConsider Monday’s open interest. While the trading volume of calls doubled from the previous day, open interest only increased by toughly 5%. In other words, a large portion of the volume came from day traders.\n“Tesla continues to make a mockery of analysts’ valuation models,” Weston at Pepperstone said. “Trading it is the very essence of buying high and selling higher.”\nTo Kochuba at SpotGamma, while Monday’s options activity helped push the stock higher, the boost is getting shaky. For one, the cost of options has become more expensive. Plus, more than 30% of dealers’ gamma exposure is expected to drop off upon Friday’s expiration, meaning hedges will be forced to adjust quickly in coming days.\n“I believe that creates a vacuum for higher but unstable stock prices,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850870892,"gmtCreate":1634577889665,"gmtModify":1634577890227,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Energy upside with energy crisis #","listText":"Energy upside with energy crisis #","text":"Energy upside with energy crisis #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850870892","repostId":"2176121881","repostType":4,"repost":{"id":"2176121881","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1634560140,"share":"https://www.laohu8.com/m/news/2176121881?lang=&edition=full","pubTime":"2021-10-18 20:29","market":"us","language":"en","title":"5 quality energy stocks with high dividend yields propelled by soaring oil prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2176121881","media":"Dow Jones","summary":"These stocks have dividend yields as high as 5.91%, and the companies never cut dividends after oil ","content":"<p>These stocks have dividend yields as high as 5.91%, and the companies never cut dividends after oil prices began their long decline in 2014</p>\n<p>The energy sector has been the best performer in the stock market this year as oil and natural gas prices have soared.</p>\n<p>As a result, a number of energy companies that pay high dividends can be attractive to income-seeking investors at a time of low interest rates.</p>\n<p>But if you're going for income, how do you measure quality within the group?</p>\n<p>For energy stocks, a simple test can be applied.</p>\n<p>First, let's look at the movement of oil prices over the past 10 years, based on continuous forward-month contract prices for West Texas Intermediate crude oil <a href=\"https://laohu8.com/S/WTI\">$(WTI)$</a> , tracked by FactSet:</p>\n<p>WTI began a long decline from a 10-year intraday high of $112.24 a barrel on Aug. 28, 2013, although the painful drop began the following year.</p>\n<p>The breakdown of demand during the initial phases of the COVID-19 pandemic was so extreme that forward-month contract prices dropped below zero momentarily in April 2020. And even with WTI's price rising 68% this year to $82.32 a barrel and feeding a bounce in energy-stock prices, there's a long way to go before it returns to its 10-year high.</p>\n<p>And that points to the simple quality test: Which energy companies with attractive dividend yields were able to avoid cutting their payouts through oil's brutal decline that reversed last year?</p>\n<p>Quality energy dividend stock screen</p>\n<p>There are 107 energy stocks in the Russell 3000 Index , which itself represents about 98% of the U.S. stock market by market capitalization. Among those stocks, 15 have dividend yields higher than 4%. That's a good yield in this market, where 10-year U.S. Treasury notes yield only 1.54%.</p>\n<p>Among those 15 companies, six have cut their dividends at least once over the past 10 years, while four (ONEOK Inc. <a href=\"https://laohu8.com/S/OKE\">$(OKE)$</a>, Exxon Mobil Corp. <a href=\"https://laohu8.com/S/XOM\">$(XOM)$</a>, Valero Energy Corp. <a href=\"https://laohu8.com/S/VLO\">$(VLO)$</a> and Chevron Corp. <a href=\"https://laohu8.com/S/CVX\">$(CVX)$</a>) not only avoided cutting their dividends, they raised them over the years. A fifth, <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a> (PSX), initiated its dividend in 2012 and raised it from there. Four other companies initiated dividends in 2019 or 2021.</p>\n<p>The following table includes all 15 stocks, sorted by yield, with the five that didn't cut dividends during or after the long oil price slide marked in bold.</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Dividend yield</td>\n   <td>Estimated 2022 FCF yield</td>\n   <td>Estimated 2022 FCF \"headroom\"</td>\n   <td>Dividend comment</td>\n   <td>Market cap. ($mil)</td>\n  </tr>\n  <tr>\n   <td>Antero Midstream Corp. AM</td>\n   <td>8.26%</td>\n   <td>8.21%</td>\n   <td>-0.05%</td>\n   <td>Cut in 2021.</td>\n   <td>$5,204</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/ALTM\">Altus Midstream Co</a>. Class A ALTM</td>\n   <td>7.05%</td>\n   <td>N/A</td>\n   <td>N/A</td>\n   <td>Initiated dividend in 2021.</td>\n   <td>$319</td>\n  </tr>\n  <tr>\n   <td>Archrock Inc. AROC</td>\n   <td>6.65%</td>\n   <td>N/A</td>\n   <td>N/A</td>\n   <td>Cut in 2016.</td>\n   <td>$1,343</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/FLMN\">Falcon Minerals Corp</a>. Class A FLMN</td>\n   <td>6.28%</td>\n   <td>12.91%</td>\n   <td>6.63%</td>\n   <td>Cut in 2020.</td>\n   <td>$291</td>\n  </tr>\n  <tr>\n   <td>Kinder Morgan Inc. Class P KMI</td>\n   <td>6.01%</td>\n   <td>9.22%</td>\n   <td>3.21%</td>\n   <td>Cut in 2015.</td>\n   <td>$40,695</td>\n  </tr>\n  <tr>\n   <td>ONEOK Inc.OKE</td>\n   <td>5.91%</td>\n   <td>8.19%</td>\n   <td>2.28%</td>\n   <td>No cut.</td>\n   <td>$28,197</td>\n  </tr>\n  <tr>\n   <td>Exxon Mobil Corp.XOM</td>\n   <td>5.70%</td>\n   <td>9.24%</td>\n   <td>3.55%</td>\n   <td>No cut.</td>\n   <td>$258,544</td>\n  </tr>\n  <tr>\n   <td>Williams Cos. Inc. WMB</td>\n   <td>5.67%</td>\n   <td>8.70%</td>\n   <td>3.03%</td>\n   <td>Cut in 2016.</td>\n   <td>$35,149</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/ETRN\">Equitrans Midstream Corp</a>. ETRN</td>\n   <td>5.47%</td>\n   <td>-2.54%</td>\n   <td>-8.01%</td>\n   <td>Cut in 2020.</td>\n   <td>$4,745</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/SOI\">Solaris Oilfield Infrastructure Inc.</a> Class A SOI</td>\n   <td>5.20%</td>\n   <td>N/A</td>\n   <td>N/A</td>\n   <td>Initiated dividend in 2019.</td>\n   <td>$257</td>\n  </tr>\n  <tr>\n   <td>Valero Energy Corp.VLO</td>\n   <td>5.02%</td>\n   <td>9.65%</td>\n   <td>4.63%</td>\n   <td>No cut.</td>\n   <td>$31,945</td>\n  </tr>\n  <tr>\n   <td>Chevron Corp.CVX</td>\n   <td>4.97%</td>\n   <td>10.26%</td>\n   <td>5.28%</td>\n   <td>No cut.</td>\n   <td>$208,456</td>\n  </tr>\n  <tr>\n   <td>DT Midstream Inc. DTM</td>\n   <td>4.89%</td>\n   <td>7.59%</td>\n   <td>2.69%</td>\n   <td>Initiated dividend in 2021</td>\n   <td>$4,744</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/REPX\">Riley Exploration Permian</a> Inc. REPX</td>\n   <td>4.80%</td>\n   <td>N/A</td>\n   <td>N/A</td>\n   <td>Initiated dividend in 2021.</td>\n   <td>$503</td>\n  </tr>\n  <tr>\n   <td>Phillips 66PSX</td>\n   <td>4.49%</td>\n   <td>10.61%</td>\n   <td>6.12%</td>\n   <td>Initiated dividend in 2012; no cut since.</td>\n   <td>$35,858</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>The table also includes estimated free cash flow yields for 2022, based on consensus estimates for free cash flow per share among analysts polled by FactSet, if available. For several of the smaller companies on the list, this information isn't available.</p>\n<p>A company's free cash flow is its remaining cash flow after capital expenditures. It is money that can be used for dividend increases, share buybacks, business expansion or for other corporate purposes. We can estimate a company's free cash flow yield by dividing the 2022 FCF estimate by the current share price. Comparing the FCF yield to the current yield shows plenty of \"headroom\" for the five highlighted stocks, providing some comfort to investors that the dividends will continue to flow, and maybe be increased.</p>\n<p>Click here for a broader screen of dividend stocks incorporating FCF yields. For that screen, Bill McMahon, chief investment officer at Charles Schwab Asset Management, said he preferred to avoid the highest-yielding dividend stocks because the high yields (and low share prices) might indicate trouble ahead. A moderate yield combined with a high FCF yield might point to better growth characteristics for a company, he said.</p>\n<p>But during the same interview, McMahon also said it would be good to balance a portfolio of stocks with moderate dividend yields well supported by FCF with higher-yielding stocks for income. The five companies highlighted above fit the bill, especially with so much indicated \"headroom\" for dividend increases.</p>\n<p>He also said that his team at Schwab Asset Management remained \"overweight\" energy stocks and that he expected \"the demand-side of the energy equation [to] continue to rise.\"</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>5 quality energy stocks with high dividend yields propelled by soaring oil prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 quality energy stocks with high dividend yields propelled by soaring oil prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-10-18 20:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>These stocks have dividend yields as high as 5.91%, and the companies never cut dividends after oil prices began their long decline in 2014</p>\n<p>The energy sector has been the best performer in the stock market this year as oil and natural gas prices have soared.</p>\n<p>As a result, a number of energy companies that pay high dividends can be attractive to income-seeking investors at a time of low interest rates.</p>\n<p>But if you're going for income, how do you measure quality within the group?</p>\n<p>For energy stocks, a simple test can be applied.</p>\n<p>First, let's look at the movement of oil prices over the past 10 years, based on continuous forward-month contract prices for West Texas Intermediate crude oil <a href=\"https://laohu8.com/S/WTI\">$(WTI)$</a> , tracked by FactSet:</p>\n<p>WTI began a long decline from a 10-year intraday high of $112.24 a barrel on Aug. 28, 2013, although the painful drop began the following year.</p>\n<p>The breakdown of demand during the initial phases of the COVID-19 pandemic was so extreme that forward-month contract prices dropped below zero momentarily in April 2020. And even with WTI's price rising 68% this year to $82.32 a barrel and feeding a bounce in energy-stock prices, there's a long way to go before it returns to its 10-year high.</p>\n<p>And that points to the simple quality test: Which energy companies with attractive dividend yields were able to avoid cutting their payouts through oil's brutal decline that reversed last year?</p>\n<p>Quality energy dividend stock screen</p>\n<p>There are 107 energy stocks in the Russell 3000 Index , which itself represents about 98% of the U.S. stock market by market capitalization. Among those stocks, 15 have dividend yields higher than 4%. That's a good yield in this market, where 10-year U.S. Treasury notes yield only 1.54%.</p>\n<p>Among those 15 companies, six have cut their dividends at least once over the past 10 years, while four (ONEOK Inc. <a href=\"https://laohu8.com/S/OKE\">$(OKE)$</a>, Exxon Mobil Corp. <a href=\"https://laohu8.com/S/XOM\">$(XOM)$</a>, Valero Energy Corp. <a href=\"https://laohu8.com/S/VLO\">$(VLO)$</a> and Chevron Corp. <a href=\"https://laohu8.com/S/CVX\">$(CVX)$</a>) not only avoided cutting their dividends, they raised them over the years. A fifth, <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a> (PSX), initiated its dividend in 2012 and raised it from there. Four other companies initiated dividends in 2019 or 2021.</p>\n<p>The following table includes all 15 stocks, sorted by yield, with the five that didn't cut dividends during or after the long oil price slide marked in bold.</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Dividend yield</td>\n   <td>Estimated 2022 FCF yield</td>\n   <td>Estimated 2022 FCF \"headroom\"</td>\n   <td>Dividend comment</td>\n   <td>Market cap. ($mil)</td>\n  </tr>\n  <tr>\n   <td>Antero Midstream Corp. AM</td>\n   <td>8.26%</td>\n   <td>8.21%</td>\n   <td>-0.05%</td>\n   <td>Cut in 2021.</td>\n   <td>$5,204</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/ALTM\">Altus Midstream Co</a>. Class A ALTM</td>\n   <td>7.05%</td>\n   <td>N/A</td>\n   <td>N/A</td>\n   <td>Initiated dividend in 2021.</td>\n   <td>$319</td>\n  </tr>\n  <tr>\n   <td>Archrock Inc. AROC</td>\n   <td>6.65%</td>\n   <td>N/A</td>\n   <td>N/A</td>\n   <td>Cut in 2016.</td>\n   <td>$1,343</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/FLMN\">Falcon Minerals Corp</a>. Class A FLMN</td>\n   <td>6.28%</td>\n   <td>12.91%</td>\n   <td>6.63%</td>\n   <td>Cut in 2020.</td>\n   <td>$291</td>\n  </tr>\n  <tr>\n   <td>Kinder Morgan Inc. Class P KMI</td>\n   <td>6.01%</td>\n   <td>9.22%</td>\n   <td>3.21%</td>\n   <td>Cut in 2015.</td>\n   <td>$40,695</td>\n  </tr>\n  <tr>\n   <td>ONEOK Inc.OKE</td>\n   <td>5.91%</td>\n   <td>8.19%</td>\n   <td>2.28%</td>\n   <td>No cut.</td>\n   <td>$28,197</td>\n  </tr>\n  <tr>\n   <td>Exxon Mobil Corp.XOM</td>\n   <td>5.70%</td>\n   <td>9.24%</td>\n   <td>3.55%</td>\n   <td>No cut.</td>\n   <td>$258,544</td>\n  </tr>\n  <tr>\n   <td>Williams Cos. Inc. WMB</td>\n   <td>5.67%</td>\n   <td>8.70%</td>\n   <td>3.03%</td>\n   <td>Cut in 2016.</td>\n   <td>$35,149</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/ETRN\">Equitrans Midstream Corp</a>. ETRN</td>\n   <td>5.47%</td>\n   <td>-2.54%</td>\n   <td>-8.01%</td>\n   <td>Cut in 2020.</td>\n   <td>$4,745</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/SOI\">Solaris Oilfield Infrastructure Inc.</a> Class A SOI</td>\n   <td>5.20%</td>\n   <td>N/A</td>\n   <td>N/A</td>\n   <td>Initiated dividend in 2019.</td>\n   <td>$257</td>\n  </tr>\n  <tr>\n   <td>Valero Energy Corp.VLO</td>\n   <td>5.02%</td>\n   <td>9.65%</td>\n   <td>4.63%</td>\n   <td>No cut.</td>\n   <td>$31,945</td>\n  </tr>\n  <tr>\n   <td>Chevron Corp.CVX</td>\n   <td>4.97%</td>\n   <td>10.26%</td>\n   <td>5.28%</td>\n   <td>No cut.</td>\n   <td>$208,456</td>\n  </tr>\n  <tr>\n   <td>DT Midstream Inc. DTM</td>\n   <td>4.89%</td>\n   <td>7.59%</td>\n   <td>2.69%</td>\n   <td>Initiated dividend in 2021</td>\n   <td>$4,744</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/REPX\">Riley Exploration Permian</a> Inc. REPX</td>\n   <td>4.80%</td>\n   <td>N/A</td>\n   <td>N/A</td>\n   <td>Initiated dividend in 2021.</td>\n   <td>$503</td>\n  </tr>\n  <tr>\n   <td>Phillips 66PSX</td>\n   <td>4.49%</td>\n   <td>10.61%</td>\n   <td>6.12%</td>\n   <td>Initiated dividend in 2012; no cut since.</td>\n   <td>$35,858</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>The table also includes estimated free cash flow yields for 2022, based on consensus estimates for free cash flow per share among analysts polled by FactSet, if available. For several of the smaller companies on the list, this information isn't available.</p>\n<p>A company's free cash flow is its remaining cash flow after capital expenditures. It is money that can be used for dividend increases, share buybacks, business expansion or for other corporate purposes. We can estimate a company's free cash flow yield by dividing the 2022 FCF estimate by the current share price. Comparing the FCF yield to the current yield shows plenty of \"headroom\" for the five highlighted stocks, providing some comfort to investors that the dividends will continue to flow, and maybe be increased.</p>\n<p>Click here for a broader screen of dividend stocks incorporating FCF yields. For that screen, Bill McMahon, chief investment officer at Charles Schwab Asset Management, said he preferred to avoid the highest-yielding dividend stocks because the high yields (and low share prices) might indicate trouble ahead. A moderate yield combined with a high FCF yield might point to better growth characteristics for a company, he said.</p>\n<p>But during the same interview, McMahon also said it would be good to balance a portfolio of stocks with moderate dividend yields well supported by FCF with higher-yielding stocks for income. The five companies highlighted above fit the bill, especially with so much indicated \"headroom\" for dividend increases.</p>\n<p>He also said that his team at Schwab Asset Management remained \"overweight\" energy stocks and that he expected \"the demand-side of the energy equation [to] continue to rise.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HCTI":"Healthcare Triangle, Inc.","CRCT":"Cricut, Inc.","OKE":"欧尼克（万欧卡）","VLO":"瓦莱罗能源","PSX":"Phillips 66","XOM":"埃克森美孚","CVX":"雪佛龙","OLPX":"Olaplex Holdings, Inc.","TERN":"Terns Pharmaceuticals, Inc.","FWRG":"First Watch Restaurant Group, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2176121881","content_text":"These stocks have dividend yields as high as 5.91%, and the companies never cut dividends after oil prices began their long decline in 2014\nThe energy sector has been the best performer in the stock market this year as oil and natural gas prices have soared.\nAs a result, a number of energy companies that pay high dividends can be attractive to income-seeking investors at a time of low interest rates.\nBut if you're going for income, how do you measure quality within the group?\nFor energy stocks, a simple test can be applied.\nFirst, let's look at the movement of oil prices over the past 10 years, based on continuous forward-month contract prices for West Texas Intermediate crude oil $(WTI)$ , tracked by FactSet:\nWTI began a long decline from a 10-year intraday high of $112.24 a barrel on Aug. 28, 2013, although the painful drop began the following year.\nThe breakdown of demand during the initial phases of the COVID-19 pandemic was so extreme that forward-month contract prices dropped below zero momentarily in April 2020. And even with WTI's price rising 68% this year to $82.32 a barrel and feeding a bounce in energy-stock prices, there's a long way to go before it returns to its 10-year high.\nAnd that points to the simple quality test: Which energy companies with attractive dividend yields were able to avoid cutting their payouts through oil's brutal decline that reversed last year?\nQuality energy dividend stock screen\nThere are 107 energy stocks in the Russell 3000 Index , which itself represents about 98% of the U.S. stock market by market capitalization. Among those stocks, 15 have dividend yields higher than 4%. That's a good yield in this market, where 10-year U.S. Treasury notes yield only 1.54%.\nAmong those 15 companies, six have cut their dividends at least once over the past 10 years, while four (ONEOK Inc. $(OKE)$, Exxon Mobil Corp. $(XOM)$, Valero Energy Corp. $(VLO)$ and Chevron Corp. $(CVX)$) not only avoided cutting their dividends, they raised them over the years. A fifth, Phillips 66 (PSX), initiated its dividend in 2012 and raised it from there. Four other companies initiated dividends in 2019 or 2021.\nThe following table includes all 15 stocks, sorted by yield, with the five that didn't cut dividends during or after the long oil price slide marked in bold.\n\n\n\nCompany\nDividend yield\nEstimated 2022 FCF yield\nEstimated 2022 FCF \"headroom\"\nDividend comment\nMarket cap. ($mil)\n\n\nAntero Midstream Corp. AM\n8.26%\n8.21%\n-0.05%\nCut in 2021.\n$5,204\n\n\nAltus Midstream Co. Class A ALTM\n7.05%\nN/A\nN/A\nInitiated dividend in 2021.\n$319\n\n\nArchrock Inc. AROC\n6.65%\nN/A\nN/A\nCut in 2016.\n$1,343\n\n\nFalcon Minerals Corp. Class A FLMN\n6.28%\n12.91%\n6.63%\nCut in 2020.\n$291\n\n\nKinder Morgan Inc. Class P KMI\n6.01%\n9.22%\n3.21%\nCut in 2015.\n$40,695\n\n\nONEOK Inc.OKE\n5.91%\n8.19%\n2.28%\nNo cut.\n$28,197\n\n\nExxon Mobil Corp.XOM\n5.70%\n9.24%\n3.55%\nNo cut.\n$258,544\n\n\nWilliams Cos. Inc. WMB\n5.67%\n8.70%\n3.03%\nCut in 2016.\n$35,149\n\n\nEquitrans Midstream Corp. ETRN\n5.47%\n-2.54%\n-8.01%\nCut in 2020.\n$4,745\n\n\nSolaris Oilfield Infrastructure Inc. Class A SOI\n5.20%\nN/A\nN/A\nInitiated dividend in 2019.\n$257\n\n\nValero Energy Corp.VLO\n5.02%\n9.65%\n4.63%\nNo cut.\n$31,945\n\n\nChevron Corp.CVX\n4.97%\n10.26%\n5.28%\nNo cut.\n$208,456\n\n\nDT Midstream Inc. DTM\n4.89%\n7.59%\n2.69%\nInitiated dividend in 2021\n$4,744\n\n\nRiley Exploration Permian Inc. REPX\n4.80%\nN/A\nN/A\nInitiated dividend in 2021.\n$503\n\n\nPhillips 66PSX\n4.49%\n10.61%\n6.12%\nInitiated dividend in 2012; no cut since.\n$35,858\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\nThe table also includes estimated free cash flow yields for 2022, based on consensus estimates for free cash flow per share among analysts polled by FactSet, if available. For several of the smaller companies on the list, this information isn't available.\nA company's free cash flow is its remaining cash flow after capital expenditures. It is money that can be used for dividend increases, share buybacks, business expansion or for other corporate purposes. We can estimate a company's free cash flow yield by dividing the 2022 FCF estimate by the current share price. Comparing the FCF yield to the current yield shows plenty of \"headroom\" for the five highlighted stocks, providing some comfort to investors that the dividends will continue to flow, and maybe be increased.\nClick here for a broader screen of dividend stocks incorporating FCF yields. For that screen, Bill McMahon, chief investment officer at Charles Schwab Asset Management, said he preferred to avoid the highest-yielding dividend stocks because the high yields (and low share prices) might indicate trouble ahead. A moderate yield combined with a high FCF yield might point to better growth characteristics for a company, he said.\nBut during the same interview, McMahon also said it would be good to balance a portfolio of stocks with moderate dividend yields well supported by FCF with higher-yielding stocks for income. The five companies highlighted above fit the bill, especially with so much indicated \"headroom\" for dividend increases.\nHe also said that his team at Schwab Asset Management remained \"overweight\" energy stocks and that he expected \"the demand-side of the energy equation [to] continue to rise.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828175514,"gmtCreate":1633876644903,"gmtModify":1633876645089,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Btc limited supply, $&nbsp;upside #","listText":"Btc limited supply, $&nbsp;upside #","text":"Btc limited supply, $ upside #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828175514","repostId":"1195802602","repostType":4,"repost":{"id":"1195802602","pubTimestamp":1633749735,"share":"https://www.laohu8.com/m/news/1195802602?lang=&edition=full","pubTime":"2021-10-09 11:22","market":"us","language":"en","title":"What Happens to Bitcoin After All 21 Million Are Mined?","url":"https://stock-news.laohu8.com/highlight/detail?id=1195802602","media":"Investopedia","summary":"KEY TAKEAWAYS\n\nThere are only 21 million bitcoins that can be mined in total.\nBitcoin will never rea","content":"<p><b>KEY TAKEAWAYS</b></p>\n<ul>\n <li>There are only 21 million bitcoins that can be mined in total.</li>\n <li>Bitcoin will never reach that cap due to the use of rounding operators in its codebase.</li>\n <li>As of Aug, 2021, 18.77 million bitcoins have been mined, which leaves roughly 2.3 million yet to be introduced into circulation.</li>\n <li>When Bitcoin reaches its supply cap, block rewards will vanish, and miners will depend on fees from transactions occurring on the cryptocurrency's network for revenue.</li>\n <li>Bitcoin's network may evolve from its current unfinished state to becoming a bridge for monetary transactions and trading.</li>\n <li>Bitcoin the cryptocurrency will have a defined identity in the financial ecosystem.</li>\n</ul>\n<p>One of the chief characteristics of Bitcoin&nbsp;is its limited supply. Other forms of money, including fiat currencies, can be printed at will by central banks—i.e., they have unlimited supply.</p>\n<p>Bitcoin inventor Satoshi Nakamoto capped the number of bitcoin at 21 million, meaning there will only ever be 21 million bitcoins in existence. On average, these bitcoins are introduced to the Bitcoin supply at a fixed rate of one block every 10 minutes. In addition, the number of bitcoins released in each of these aforementioned blocks is reduced by 50% every four years. By August 2021, 18.7 million bitcoins were available, leaving roughly 2.3 million to be&nbsp;mined.The supply limitation makes Bitcoin scarce and controls inflation that might arise from an unlimited supply of the&nbsp;cryptocurrency.</p>\n<p>As Bitcoin reaches its capped supply, its economics will alter. The incentives for various members in its ecosystem, such as miners and traders, will change. For example, miners may rely less on&nbsp;block rewards&nbsp;and more on transaction fees to earn revenue and profits for their operations. The cryptocurrency's network will also transform, and its participants will be different from the retail traders that populate its current ecosystem.</p>\n<p>However, given the cryptocurrency's relatively undeveloped ecosystem, it is difficult to predict with certainty the effect of Bitcoin reaching its capped supply.</p>\n<p><b>Will Bitcoin Ever Reach the 21 Million Cap?</b></p>\n<p>Before delving into the implications of Bitcoin's 21 million cap, it might be interesting to consider the question of whether it will ever reach that figure. Based on the cryptocurrency's current codebase and mining process, some observers say that Bitcoin may fall just shy of the 21 million figure.</p>\n<p>To recap, Bitcoin is \"mined\" by miners who solve cryptographic puzzles to verify and validate a block of transactions occurring in its network. Block rewards, consisting of a set number of bitcoins, are distributed to miners who successfully confirm a transaction block. The rewards are halved every four years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d1d9aa1b5581477bf14edfde0292f21\" tg-width=\"660\" tg-height=\"513\" referrerpolicy=\"no-referrer\"><span>The rate that bitcoin are produced cuts in half about every four years. Investopedia</span></p>\n<p>When the cryptocurrency was launched, the reward for confirming a block of transactions was 50 bitcoins. In 2012, it was halved to 25 bitcoins, and it went down to 12.5 in 2016. In May 2020, miners stood to earn 6.25 bitcoin for every new block. Block rewards for Bitcoin miners will continue to be halved every four years until the final bitcoin is mined. Current estimates for mining of the final bitcoin put that date somewhere in February 2140.</p>\n<blockquote>\n <b>Important:</b>The Bitcoin mining process provides bitcoin rewards to miners, but the reward size decreases periodically to control the circulation of new tokens.\n</blockquote>\n<p>According to Andreas M. Antonopoulos, author of a book about Bitcoin's workings, the 21 million figure is an \"asymptotic cap\" on the number of bitcoin in existence.In simple words, this means that, while it may reach very close to figure, the cryptocurrency will never reach that limit. This is because block rewards and Bitcoin supply are never expressed in exact terms. Bitcoin's code uses bit-shift operators—arithmetic operators used that round decimal points to the closest smallest integer in certain programming languages. Therefore, a total supply of 6.2589 bitcoins will be rounded out to the closest smallest integer, in this case 6.</p>\n<p>While it makes calculations easier, the practice leads to losses in&nbsp;satoshis, Bitcoin's constituent units, during each block confirmation. One bitcoin is equal to 100 million satoshis. According to some, the final bitcoin block will be numbered 6,929,999, and the total supply at that time will be 20,999,999.9769 satoshis. Since bitcoin uses a bit-shift operator system,3its algorithm will round off that figure to 20,999,999 and leave the cryptocurrency just shy of its 21 million targeted cap.</p>\n<p><b>What Happens When All 21 Million Bitcoin Are Mined?</b></p>\n<p>A consequence of Bitcoin not reaching its planned cap is that it leaves open the possibility that the cryptocurrency's network will remain functional for a long time after 2140. No bitcoins will be issued, but transaction blocks will be confirmed, and fees will become the primary source of revenue. Ultimately, Bitcoin's network may function as a&nbsp;closed economy, in which transaction fees are assessed much like taxes are.</p>\n<p>Can the rewards be in satoshis instead of actual bitcoin? Such a practice is unlikely and would require a change in the cryptocurrency's protocol to take effect.</p>\n<p>That said, it is difficult to predict the effects of Bitcoin almost reaching the overall supply promised by Satoshi Nakamoto. This is partly because Bitcoin's ecosystem is still undeveloped. The cryptocurrency was originally conceptualized as a medium of exchange but it has found more popularity as a store of value—an investing asset—instead. It is possible that Bitcoin's ecosystem and workings might undergo a transformation, similar to the one that has occured in its identity, between now and 2140.</p>\n<p><b>Important:</b>Although there can only ever be a maximum of 21 million bitcoins, because people have lost their private keys or have died without leaving their private key instructions to anybody, the actual amount of available bitcoins in circulation could actually be millions less.</p>\n<p>For example, there could be a protocol change in the cryptocurrency's&nbsp;blockchain&nbsp;to allow for more than 21 million bitcoin in existence. Remember, Bitcoin is an open source cryptocurrency and can be changed to create&nbsp;hard&nbsp;or&nbsp;soft forks&nbsp;that create new cryptocurrencies or alter its functioning. Some examples of the former are&nbsp;bitcoin cash(BCHUSD),litecoin(LTCUSD), anddogecoin(DOGEUSD), which have made minor modifications to Bitcoin's source code and created new coins that have racked up billions of dollars in market valuations.</p>\n<p><b>Effect on Bitcoin Miners</b></p>\n<p>Block rewards and transaction fees are the most important sources of revenue for miners—the former more so than the latter in the current setup. High prices for bitcoin enable miners to cover operational costs and sustain business profits because they can sell their rewards stash in cryptocurrency markets.</p>\n<p>When Bitcoin is close to reaching its limit, the reward amounts may not be enough to cover operational costs at miners, let alone generate profits. If and when the supply limit is reached, Bitcoin rewards are supposed to vanish.</p>\n<p>In both instances, transaction fees are expected to pick up the slack. The amount of and mechanism for these fees depends on the state of Bitcoin's network at that point in time—i.e., whether it is being used as a medium of exchange or as a store of value.&nbsp;The former may incur reasonable fees to enable Bitcoin's use in daily transactions, while the latter scenario will have miners conducting fewer and more expensive transactions.</p>\n<p>Another possibility being put forward is that of miners forming cartels amongst themselves. They might control supply to set high transaction fees or a fee amount that guarantees them a minimum in profits.Selfish mining&nbsp;is another possibility. In this form of mining, miners collude amongst themselves to hide new blocks and release orphan blocks that are not confirmed by Bitcoin's network. This practice will delay production of the final block in Bitcoin's network and ensure high rewards for the new blocks when they are finally released into the network.</p>\n<p>The formation of a Bitcoin miners' cartel is not a far-reaching conclusion. Such groupings already exist in other commodities whose supply is constrained or controlled. For example, oil prices are influenced to a large degree by&nbsp;OPEC's production output. Prices in the diamond industry are also reportedly set by a cartel led by mining giant DeBeers.</p>\n<p><b>Effect on Bitcoin's Network</b></p>\n<p>The most valuable and useful aspect of Bitcoin is its network.Distributed ledger technology&nbsp;is a technological solution to the time-consuming bookkeeping and accounting that characterizes most financial transactions today.</p>\n<p>If Bitcoin becomes popular as a medium of exchange in the future, its transaction numbers will surge. Past precedent has shown that there is a significant chance that the network will slow down. This is because Bitcoin's architecture, which relies on a distributed database to hold copies of massive ledgers, sacrifices speed for accuracy and integrity.</p>\n<p>In such a scenario, it is likely that Layer 2 technologies, like the Lightning Network, will become responsible for confirming a majority of transactions on its network. Therefore, the cryptocurrency's actual network itself will be used only to settle large batches of transactions.</p>\n<p>A second possibility is that the number of transactions on Bitcoin's network falls. Such a situation is possible when Bitcoin becomes a&nbsp;reserve asset. Trades involving the cryptocurrency will be few. Retail traders and small trading firms, who dominate its current trading ecosystem, will be eliminated and replaced by large institutional players and established trading firms. They will conduct fewer and more expensive trades that will incur high transaction fees from miners.</p>\n<p><b>Effect on Bitcoin the Cryptocurrency</b></p>\n<p>Bitcoin's inventor Satoshi Nakamoto designed the cryptocurrency to function as a medium of exchange for daily transactions. But its network has high transaction fees and slow processing times. Meanwhile, its scarcity and rising prices have become a magnet for speculative investors. Their bets on the cryptocurrency roulette have led to volatile price swings in the asset class deterring serious investors away from it. Regulators have criticized its ecosystem&nbsp;as a Wild West.</p>\n<p>By the time that the last bitcoin is mined (or close to being mined), Bitcoin may have a more defined identity that it does currently. Side channels, like the&nbsp;Lightning Network, may have increased its network's transaction processing speed and enabled its use as a medium of exchange. Some countries like El Salvador are betting on such an eventuality and have&nbsp;made the cryptocurrency legal tender.</p>\n<blockquote>\n <b>FAST&nbsp;FACT</b>\n</blockquote>\n<blockquote>\n El Salvador made Bitcoin legal tender on June 9, 2021.It is the first country to do so. The cryptocurrency can be used for any transaction where the business can accept it. The U.S. dollar continues to be El Salvador's primary currency.\n</blockquote>\n<p>In the United States, the latest significant events are the&nbsp;Office of the Comptroller of the Currency&nbsp;(OCC) letter in January 2021 authorizing the use of crypto as a method of payment, PayPal Holdings, Inc.'s (PYPL) introduction of Bitcoin, and Tesla, Inc.'s (TSLA) acceptance of Bitcoin to purchase Tesla cars and solar roofs. Tesla reversed course on accepting Bitcoin in May 2021, citing environmental concerns around the resources required for Bitcoin mining.</p>\n<p>The increasing scarcity in its numbers will also have driven up bitcoin's price and the corresponding valuation of cryptocurrency markets. Regulators tend to move quickly when increasing amounts of capital flows into an asset class, and it is likely that crypto markets and Bitcoin will also have come under the regulatory umbrella. That will be a sign for institutional investors to move into the cryptocurrency's ecosystem and stabilize its price swings with massive liquidity.</p>\n<p><b>The Bottom Line</b></p>\n<p>Bitcoin's 21 million supply cap is meant to control inflation that might, otherwise, result from an unlimited supply. But it has inflated the cryptocurrency's prices by making it a scarce commodity.</p>\n<p>When Bitcoin reaches the supply cap, it is likely that miners will shift from block rewards to transaction fees as their main source of revenue. Development of side channels, like the Lightning Network, may result in Bitcoin's blockchain restricting itself to confirmation of large batches of transactions or ones that involve movement of significant numbers of bitcoins from one address on its blockchain to another. Bitcoin's identity—as a store of value and a medium of exchange—will also be more clearly defined than it is currently.</p>\n<p>But none of these predictions are set in stone. The kinetic pace of developments in Bitcoin's ecosystem means that it is difficult to accurately predict its future. For example, the cryptocurrency's protocol may be changed to accommodate the production of more than 21 million bitcoins. Or, it may fall just shy of reaching 21 million.</p>\n<p><b>Frequently Asked Questions</b></p>\n<ul>\n <li>What is Bitcoin's total supply?</li>\n</ul>\n<p>The total supply of bitcoins is capped at 21 million.</p>\n<ul>\n <li>What will happen to miner fees when Bitcoin's supply limit is reached?</li>\n</ul>\n<p>When Bitcoin supply reaches 21 million, miners will rely on transaction fees rather than block rewards, which will have vanished by then, for revenue.</p>\n<ul>\n <li>What will happen to Bitcoin's network when it reaches the supply limit?</li>\n</ul>\n<p>When Bitcoin reaches the 21 million supply limit, it is likely that side channels, like the Lightning Network, will do most of the heavy lifting in confirming its transactions. The cryptocurrency's blockchain be responsible for confirming only very large batches of transactions or ones that involve movement of large sums of bitcoin from one address to another.</p>\n<ul>\n <li>What happens if Bitcoin supply fails to reach the 21 million cap?</li>\n</ul>\n<p>One consequence of Bitcoin not reaching its planned cap is that it leaves open the possibility that the cryptocurrency's network will remain functional for a long time after 2140. In keeping with Bitcoin's economics, rewards for confirming these blocks will be minimal.</p>","source":"lsy1606203311635","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>What Happens to Bitcoin After All 21 Million Are Mined?</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\">\nWhat Happens to Bitcoin After All 21 Million Are Mined?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-09 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/tech/what-happens-bitcoin-after-21-million-mined/?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY TAKEAWAYS\n\nThere are only 21 million bitcoins that can be mined in total.\nBitcoin will never reach that cap due to the use of rounding operators in its codebase.\nAs of Aug, 2021, 18.77 million ...</p>\n\n<a href=\"https://www.investopedia.com/tech/what-happens-bitcoin-after-21-million-mined/?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.investopedia.com/tech/what-happens-bitcoin-after-21-million-mined/?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195802602","content_text":"KEY TAKEAWAYS\n\nThere are only 21 million bitcoins that can be mined in total.\nBitcoin will never reach that cap due to the use of rounding operators in its codebase.\nAs of Aug, 2021, 18.77 million bitcoins have been mined, which leaves roughly 2.3 million yet to be introduced into circulation.\nWhen Bitcoin reaches its supply cap, block rewards will vanish, and miners will depend on fees from transactions occurring on the cryptocurrency's network for revenue.\nBitcoin's network may evolve from its current unfinished state to becoming a bridge for monetary transactions and trading.\nBitcoin the cryptocurrency will have a defined identity in the financial ecosystem.\n\nOne of the chief characteristics of Bitcoin is its limited supply. Other forms of money, including fiat currencies, can be printed at will by central banks—i.e., they have unlimited supply.\nBitcoin inventor Satoshi Nakamoto capped the number of bitcoin at 21 million, meaning there will only ever be 21 million bitcoins in existence. On average, these bitcoins are introduced to the Bitcoin supply at a fixed rate of one block every 10 minutes. In addition, the number of bitcoins released in each of these aforementioned blocks is reduced by 50% every four years. By August 2021, 18.7 million bitcoins were available, leaving roughly 2.3 million to be mined.The supply limitation makes Bitcoin scarce and controls inflation that might arise from an unlimited supply of the cryptocurrency.\nAs Bitcoin reaches its capped supply, its economics will alter. The incentives for various members in its ecosystem, such as miners and traders, will change. For example, miners may rely less on block rewards and more on transaction fees to earn revenue and profits for their operations. The cryptocurrency's network will also transform, and its participants will be different from the retail traders that populate its current ecosystem.\nHowever, given the cryptocurrency's relatively undeveloped ecosystem, it is difficult to predict with certainty the effect of Bitcoin reaching its capped supply.\nWill Bitcoin Ever Reach the 21 Million Cap?\nBefore delving into the implications of Bitcoin's 21 million cap, it might be interesting to consider the question of whether it will ever reach that figure. Based on the cryptocurrency's current codebase and mining process, some observers say that Bitcoin may fall just shy of the 21 million figure.\nTo recap, Bitcoin is \"mined\" by miners who solve cryptographic puzzles to verify and validate a block of transactions occurring in its network. Block rewards, consisting of a set number of bitcoins, are distributed to miners who successfully confirm a transaction block. The rewards are halved every four years.\nThe rate that bitcoin are produced cuts in half about every four years. Investopedia\nWhen the cryptocurrency was launched, the reward for confirming a block of transactions was 50 bitcoins. In 2012, it was halved to 25 bitcoins, and it went down to 12.5 in 2016. In May 2020, miners stood to earn 6.25 bitcoin for every new block. Block rewards for Bitcoin miners will continue to be halved every four years until the final bitcoin is mined. Current estimates for mining of the final bitcoin put that date somewhere in February 2140.\n\nImportant:The Bitcoin mining process provides bitcoin rewards to miners, but the reward size decreases periodically to control the circulation of new tokens.\n\nAccording to Andreas M. Antonopoulos, author of a book about Bitcoin's workings, the 21 million figure is an \"asymptotic cap\" on the number of bitcoin in existence.In simple words, this means that, while it may reach very close to figure, the cryptocurrency will never reach that limit. This is because block rewards and Bitcoin supply are never expressed in exact terms. Bitcoin's code uses bit-shift operators—arithmetic operators used that round decimal points to the closest smallest integer in certain programming languages. Therefore, a total supply of 6.2589 bitcoins will be rounded out to the closest smallest integer, in this case 6.\nWhile it makes calculations easier, the practice leads to losses in satoshis, Bitcoin's constituent units, during each block confirmation. One bitcoin is equal to 100 million satoshis. According to some, the final bitcoin block will be numbered 6,929,999, and the total supply at that time will be 20,999,999.9769 satoshis. Since bitcoin uses a bit-shift operator system,3its algorithm will round off that figure to 20,999,999 and leave the cryptocurrency just shy of its 21 million targeted cap.\nWhat Happens When All 21 Million Bitcoin Are Mined?\nA consequence of Bitcoin not reaching its planned cap is that it leaves open the possibility that the cryptocurrency's network will remain functional for a long time after 2140. No bitcoins will be issued, but transaction blocks will be confirmed, and fees will become the primary source of revenue. Ultimately, Bitcoin's network may function as a closed economy, in which transaction fees are assessed much like taxes are.\nCan the rewards be in satoshis instead of actual bitcoin? Such a practice is unlikely and would require a change in the cryptocurrency's protocol to take effect.\nThat said, it is difficult to predict the effects of Bitcoin almost reaching the overall supply promised by Satoshi Nakamoto. This is partly because Bitcoin's ecosystem is still undeveloped. The cryptocurrency was originally conceptualized as a medium of exchange but it has found more popularity as a store of value—an investing asset—instead. It is possible that Bitcoin's ecosystem and workings might undergo a transformation, similar to the one that has occured in its identity, between now and 2140.\nImportant:Although there can only ever be a maximum of 21 million bitcoins, because people have lost their private keys or have died without leaving their private key instructions to anybody, the actual amount of available bitcoins in circulation could actually be millions less.\nFor example, there could be a protocol change in the cryptocurrency's blockchain to allow for more than 21 million bitcoin in existence. Remember, Bitcoin is an open source cryptocurrency and can be changed to create hard or soft forks that create new cryptocurrencies or alter its functioning. Some examples of the former are bitcoin cash(BCHUSD),litecoin(LTCUSD), anddogecoin(DOGEUSD), which have made minor modifications to Bitcoin's source code and created new coins that have racked up billions of dollars in market valuations.\nEffect on Bitcoin Miners\nBlock rewards and transaction fees are the most important sources of revenue for miners—the former more so than the latter in the current setup. High prices for bitcoin enable miners to cover operational costs and sustain business profits because they can sell their rewards stash in cryptocurrency markets.\nWhen Bitcoin is close to reaching its limit, the reward amounts may not be enough to cover operational costs at miners, let alone generate profits. If and when the supply limit is reached, Bitcoin rewards are supposed to vanish.\nIn both instances, transaction fees are expected to pick up the slack. The amount of and mechanism for these fees depends on the state of Bitcoin's network at that point in time—i.e., whether it is being used as a medium of exchange or as a store of value. The former may incur reasonable fees to enable Bitcoin's use in daily transactions, while the latter scenario will have miners conducting fewer and more expensive transactions.\nAnother possibility being put forward is that of miners forming cartels amongst themselves. They might control supply to set high transaction fees or a fee amount that guarantees them a minimum in profits.Selfish mining is another possibility. In this form of mining, miners collude amongst themselves to hide new blocks and release orphan blocks that are not confirmed by Bitcoin's network. This practice will delay production of the final block in Bitcoin's network and ensure high rewards for the new blocks when they are finally released into the network.\nThe formation of a Bitcoin miners' cartel is not a far-reaching conclusion. Such groupings already exist in other commodities whose supply is constrained or controlled. For example, oil prices are influenced to a large degree by OPEC's production output. Prices in the diamond industry are also reportedly set by a cartel led by mining giant DeBeers.\nEffect on Bitcoin's Network\nThe most valuable and useful aspect of Bitcoin is its network.Distributed ledger technology is a technological solution to the time-consuming bookkeeping and accounting that characterizes most financial transactions today.\nIf Bitcoin becomes popular as a medium of exchange in the future, its transaction numbers will surge. Past precedent has shown that there is a significant chance that the network will slow down. This is because Bitcoin's architecture, which relies on a distributed database to hold copies of massive ledgers, sacrifices speed for accuracy and integrity.\nIn such a scenario, it is likely that Layer 2 technologies, like the Lightning Network, will become responsible for confirming a majority of transactions on its network. Therefore, the cryptocurrency's actual network itself will be used only to settle large batches of transactions.\nA second possibility is that the number of transactions on Bitcoin's network falls. Such a situation is possible when Bitcoin becomes a reserve asset. Trades involving the cryptocurrency will be few. Retail traders and small trading firms, who dominate its current trading ecosystem, will be eliminated and replaced by large institutional players and established trading firms. They will conduct fewer and more expensive trades that will incur high transaction fees from miners.\nEffect on Bitcoin the Cryptocurrency\nBitcoin's inventor Satoshi Nakamoto designed the cryptocurrency to function as a medium of exchange for daily transactions. But its network has high transaction fees and slow processing times. Meanwhile, its scarcity and rising prices have become a magnet for speculative investors. Their bets on the cryptocurrency roulette have led to volatile price swings in the asset class deterring serious investors away from it. Regulators have criticized its ecosystem as a Wild West.\nBy the time that the last bitcoin is mined (or close to being mined), Bitcoin may have a more defined identity that it does currently. Side channels, like the Lightning Network, may have increased its network's transaction processing speed and enabled its use as a medium of exchange. Some countries like El Salvador are betting on such an eventuality and have made the cryptocurrency legal tender.\n\nFAST FACT\n\n\n El Salvador made Bitcoin legal tender on June 9, 2021.It is the first country to do so. The cryptocurrency can be used for any transaction where the business can accept it. The U.S. dollar continues to be El Salvador's primary currency.\n\nIn the United States, the latest significant events are the Office of the Comptroller of the Currency (OCC) letter in January 2021 authorizing the use of crypto as a method of payment, PayPal Holdings, Inc.'s (PYPL) introduction of Bitcoin, and Tesla, Inc.'s (TSLA) acceptance of Bitcoin to purchase Tesla cars and solar roofs. Tesla reversed course on accepting Bitcoin in May 2021, citing environmental concerns around the resources required for Bitcoin mining.\nThe increasing scarcity in its numbers will also have driven up bitcoin's price and the corresponding valuation of cryptocurrency markets. Regulators tend to move quickly when increasing amounts of capital flows into an asset class, and it is likely that crypto markets and Bitcoin will also have come under the regulatory umbrella. That will be a sign for institutional investors to move into the cryptocurrency's ecosystem and stabilize its price swings with massive liquidity.\nThe Bottom Line\nBitcoin's 21 million supply cap is meant to control inflation that might, otherwise, result from an unlimited supply. But it has inflated the cryptocurrency's prices by making it a scarce commodity.\nWhen Bitcoin reaches the supply cap, it is likely that miners will shift from block rewards to transaction fees as their main source of revenue. Development of side channels, like the Lightning Network, may result in Bitcoin's blockchain restricting itself to confirmation of large batches of transactions or ones that involve movement of significant numbers of bitcoins from one address on its blockchain to another. Bitcoin's identity—as a store of value and a medium of exchange—will also be more clearly defined than it is currently.\nBut none of these predictions are set in stone. The kinetic pace of developments in Bitcoin's ecosystem means that it is difficult to accurately predict its future. For example, the cryptocurrency's protocol may be changed to accommodate the production of more than 21 million bitcoins. Or, it may fall just shy of reaching 21 million.\nFrequently Asked Questions\n\nWhat is Bitcoin's total supply?\n\nThe total supply of bitcoins is capped at 21 million.\n\nWhat will happen to miner fees when Bitcoin's supply limit is reached?\n\nWhen Bitcoin supply reaches 21 million, miners will rely on transaction fees rather than block rewards, which will have vanished by then, for revenue.\n\nWhat will happen to Bitcoin's network when it reaches the supply limit?\n\nWhen Bitcoin reaches the 21 million supply limit, it is likely that side channels, like the Lightning Network, will do most of the heavy lifting in confirming its transactions. The cryptocurrency's blockchain be responsible for confirming only very large batches of transactions or ones that involve movement of large sums of bitcoin from one address to another.\n\nWhat happens if Bitcoin supply fails to reach the 21 million cap?\n\nOne consequence of Bitcoin not reaching its planned cap is that it leaves open the possibility that the cryptocurrency's network will remain functional for a long time after 2140. In keeping with Bitcoin's economics, rewards for confirming these blocks will be minimal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602972790,"gmtCreate":1638965975715,"gmtModify":1638965976096,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"#Leverage volality buy dip&nbsp;","listText":"#Leverage volality buy dip&nbsp;","text":"#Leverage volality buy dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602972790","repostId":"1119697932","repostType":4,"isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608716438,"gmtCreate":1638789600375,"gmtModify":1638790346763,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Musk power Tesla Win &nbsp;long term #","listText":"Musk power Tesla Win &nbsp;long term #","text":"Musk power Tesla Win long term #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608716438","repostId":"1105188334","repostType":4,"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879129325,"gmtCreate":1636692395269,"gmtModify":1636692395837,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"#Zoom in metaverse&nbsp;","listText":"#Zoom in metaverse&nbsp;","text":"#Zoom in metaverse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879129325","repostId":"1137718483","repostType":2,"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844461904,"gmtCreate":1636452225185,"gmtModify":1636453157434,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Jeff’s EV&nbsp;race invested in Rivian #","listText":"Jeff’s EV&nbsp;race invested in Rivian #","text":"Jeff’s EV race invested in Rivian #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844461904","repostId":"2182270315","repostType":2,"repost":{"id":"2182270315","pubTimestamp":1636440901,"share":"https://www.laohu8.com/m/news/2182270315?lang=&edition=full","pubTime":"2021-11-09 14:55","market":"us","language":"en","title":"Rivian IPO Puts Slow Race to Commercial EV to Public Market Test","url":"https://stock-news.laohu8.com/highlight/detail?id=2182270315","media":"Bloomberg","summary":"(Bloomberg) -- Eleven years after Tesla Inc. went public with a market value of less than $2 billion","content":"<p>(Bloomberg) -- Eleven years after Tesla Inc. went public with a market value of less than $2 billion, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its most closely watched competitors is following in its tire treads with a much richer valuation.&nbsp;Electric-truckmaker Rivian Automotive Inc. will price its initial public offering on Tuesday&nbsp;and&nbsp;start trading Wednesday, seeking to raise as much as $10 billion in a listing that could give it a fully diluted valuation of more than $70 billion. If shares are sold at the top of their marketed range, it’ll be the seventh-biggest U.S. IPO on record, data compiled by Bloomberg show.</p>\n<p>Investors will be buying into the promise of a class of EVs that mirror the gas-powered vehicles that dominate the passenger market: larger, bulkier vans and pickup trucks that are a sharp contrast to Tesla’s sleeker sedans. The company also has Amazon.com Inc.’s backing – the internet giant owns a 20% stake in Rivian and has placed an order for 100,000 of its delivery vans.</p>\n<p>As is the case with many richly valued startups, they’ll also be buying into ambitious growth plans. Rivian delivered its first vehicles just a couple of months ago and will only produce about 1,200 units by year-end at its plant in Normal, Illinois. The company estimates that annual production will hit 150,000 vehicles at its main facility by late 2023.</p>\n<p>While demand for Rivian’s products will likely outweigh supply for a number of years, the company faces a “natural ceiling” of 300,000 to 400,000 units per year, New Street Research analyst Pierre Ferragu wrote in a note Monday. That’s partly down to price: Rivian’s R1T truck starts at $67,500 for the most basic model, while its upcoming sport utility model is $70,000.</p>\n<p>“Above $70,000, the global addressable market for Rivian’s SUV and pickup is less than 1.5 million units, and it will be a crowded space,” Ferragu wrote.</p>\n<p>Stealth Mode</p>\n<p>Though it’s a newcomer to the public market, Irvine, California-based Rivian’s entry into the world of consumer electric vehicles has been more than a decade in the making.</p>\n<p>Founder and Chief Executive Officer R.J. Scaringe set-up the first iteration of what would become Rivian in 2009 in his home state of Florida.</p>\n<p>Early work centered around a smaller sports car, which was later shelved in favor of a rugged pickup at the direction of early investor Mohammed Abdul Latif Jameel.</p>\n<p>The company remained in stealth mode for almost 10 years, until the Los Angeles Auto Show in 2018 where Scaringe, who holds a doctorate from the Massachusetts Institute of Technology, showed his battery-electric pickup and SUV to the public for the first time.</p>\n<p>Read more: Rivian’s Long, Messy Road to Its First Electric Pickup Truck</p>\n<p>With deliveries having finally started in September, Rivian is the first automaker to bring a battery-electric pickup to market in the U.S. It’s also on track to make the most of its first-mover advantage when it starts deliveries of the R1S sport utility vehicle this year, giving it a lead in the market for full-size battery-electric SUVs.</p>\n<p>Competition, Amazon</p>\n<p>When competition arrives, it will be plentiful -- and often cheaper. Ford Motor Co. has more than 160,000 non-binding reservations for its F-150 Lightning, the electrified version of its best-selling pickup that starts around $40,000, though it doesn’t go on sale until next spring.</p>\n<p>General Motors Co., which walked away from potentially buying a stake in Rivian in 2019, will debut an EV pickup version of its iconic Hummer this fall. It also plans to unveil an EV version of the Silverado pickup at Consumer Electronics Show in January.&nbsp;Tesla, meanwhile, plans to start production on its futuristic Cybertruck pickup late next year at its new plant in Austin, Texas.</p>\n<p>Much of the recent optimism around Rivian’s potential valuation comes from Amazon’s backing of the automaker, and particularly its order for 100,000 electric delivery vans by the end of the decade.</p>\n<p>The deal for the vans is seen as a point of differentiation for Rivian, giving it some insulation from economic downturns that could hit consumer appetites for passenger EVs. Scaringe has prioritized building hundreds of delivery vans this year, people familiar with the plan told Bloomberg News in October, even though Amazon is under no obligation to actually buy any of them. Amazon Shapes Rivian’s Future and Hopes for $80 Billion IPO (1)</p>\n<p>Under the terms of the agreement, Seattle, Washington-based Amazon has exclusive rights to Rivian’s vans for a period of four years, with right of first refusal on all vans produced for another two years after that. Amazon is also permitted to work with other automakers on electric delivery vans.</p>\n<p>‘Next Tesla’</p>\n<p>“Rivian’s premium market valuation reflects its ownership of the entire value chain and freedom to innovate without dealing with stranded assets,” Pitchbook senior mobility analyst Asad Hussain said. “Between Rivian and Lucid, the market finally has credible candidates for ‘the next Tesla.’”</p>\n<p>Elon Musk’s Tesla, which recently joined the trillion-dollar-valuation club, might have its own ideas about that.</p>\n<p>A legal fight between the companies ramped up last month over Tesla’s claims that Rivian was poaching employees and, in the process, stealing “highly proprietary” battery technology. Rivian denied the claims, which it had accused Tesla in August 2020 of making up to stop employees leaving, and to stifle the growth of competitors.</p>\n<p>If Rivian hits, or exceeds, the market valuation of $63 billion that it’s aiming for in its IPO -- excluding employee stock options and restricted stock units -- it would eclipse decades-old automakers such as Japan’s Honda Motor Co., valued at about $53 billion, and France’s Renault SA at $11 billion.&nbsp;A first-day rally in the shares, which have characterized several recent IPOs by well-known companies, could see Rivian’s valuation top that of Ford, General Motors and fellow EV maker <a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a>., which went public via a blank-check company in July and is now worth about $74 billion. Rivian was last valued at $27.6 billion in a funding round in January, Bloomberg News reported.</p>\n<p>Rivian plans to use the proceeds from its IPO for working capital, to fund growth and for other general corporate purposes, according to its listing paperwork. As well as ramping up hiring and increasing the volume of materials bought from its supply chain to meet demand, the company is also planning to build a second U.S. factory and is in talks with the city of Fort Worth, Texas, to invest $5 billion in a plant there. Rivian’s also eyeing a third factory in Europe, Bloomberg reported in January.</p>\n<p>The company had a net loss of $994 million in the first six months of 2021, compared with a $377 million deficit a year earlier, according to its filings. It expects to record a quarterly net loss of up to $1.28 billion due to costs associated with the start of production of the R1T.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>, Goldman Sachs Group Inc. and JPMorgan Chase &amp; Co. -- the same trio who lined up to take Tesla public -- are leading the offering. The company’s shares will trade on the Nasdaq Global Select Market under the symbol RIVN.</p>","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>Rivian IPO Puts Slow Race to Commercial EV to Public Market Test</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\">\nRivian IPO Puts Slow Race to Commercial EV to Public Market Test\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 14:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/rivian-ipo-puts-slow-race-050001996.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Eleven years after Tesla Inc. went public with a market value of less than $2 billion, one of its most closely watched competitors is following in its tire treads with a much richer ...</p>\n\n<a href=\"https://finance.yahoo.com/news/rivian-ipo-puts-slow-race-050001996.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/rivian-ipo-puts-slow-race-050001996.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2182270315","content_text":"(Bloomberg) -- Eleven years after Tesla Inc. went public with a market value of less than $2 billion, one of its most closely watched competitors is following in its tire treads with a much richer valuation. Electric-truckmaker Rivian Automotive Inc. will price its initial public offering on Tuesday and start trading Wednesday, seeking to raise as much as $10 billion in a listing that could give it a fully diluted valuation of more than $70 billion. If shares are sold at the top of their marketed range, it’ll be the seventh-biggest U.S. IPO on record, data compiled by Bloomberg show.\nInvestors will be buying into the promise of a class of EVs that mirror the gas-powered vehicles that dominate the passenger market: larger, bulkier vans and pickup trucks that are a sharp contrast to Tesla’s sleeker sedans. The company also has Amazon.com Inc.’s backing – the internet giant owns a 20% stake in Rivian and has placed an order for 100,000 of its delivery vans.\nAs is the case with many richly valued startups, they’ll also be buying into ambitious growth plans. Rivian delivered its first vehicles just a couple of months ago and will only produce about 1,200 units by year-end at its plant in Normal, Illinois. The company estimates that annual production will hit 150,000 vehicles at its main facility by late 2023.\nWhile demand for Rivian’s products will likely outweigh supply for a number of years, the company faces a “natural ceiling” of 300,000 to 400,000 units per year, New Street Research analyst Pierre Ferragu wrote in a note Monday. That’s partly down to price: Rivian’s R1T truck starts at $67,500 for the most basic model, while its upcoming sport utility model is $70,000.\n“Above $70,000, the global addressable market for Rivian’s SUV and pickup is less than 1.5 million units, and it will be a crowded space,” Ferragu wrote.\nStealth Mode\nThough it’s a newcomer to the public market, Irvine, California-based Rivian’s entry into the world of consumer electric vehicles has been more than a decade in the making.\nFounder and Chief Executive Officer R.J. Scaringe set-up the first iteration of what would become Rivian in 2009 in his home state of Florida.\nEarly work centered around a smaller sports car, which was later shelved in favor of a rugged pickup at the direction of early investor Mohammed Abdul Latif Jameel.\nThe company remained in stealth mode for almost 10 years, until the Los Angeles Auto Show in 2018 where Scaringe, who holds a doctorate from the Massachusetts Institute of Technology, showed his battery-electric pickup and SUV to the public for the first time.\nRead more: Rivian’s Long, Messy Road to Its First Electric Pickup Truck\nWith deliveries having finally started in September, Rivian is the first automaker to bring a battery-electric pickup to market in the U.S. It’s also on track to make the most of its first-mover advantage when it starts deliveries of the R1S sport utility vehicle this year, giving it a lead in the market for full-size battery-electric SUVs.\nCompetition, Amazon\nWhen competition arrives, it will be plentiful -- and often cheaper. Ford Motor Co. has more than 160,000 non-binding reservations for its F-150 Lightning, the electrified version of its best-selling pickup that starts around $40,000, though it doesn’t go on sale until next spring.\nGeneral Motors Co., which walked away from potentially buying a stake in Rivian in 2019, will debut an EV pickup version of its iconic Hummer this fall. It also plans to unveil an EV version of the Silverado pickup at Consumer Electronics Show in January. Tesla, meanwhile, plans to start production on its futuristic Cybertruck pickup late next year at its new plant in Austin, Texas.\nMuch of the recent optimism around Rivian’s potential valuation comes from Amazon’s backing of the automaker, and particularly its order for 100,000 electric delivery vans by the end of the decade.\nThe deal for the vans is seen as a point of differentiation for Rivian, giving it some insulation from economic downturns that could hit consumer appetites for passenger EVs. Scaringe has prioritized building hundreds of delivery vans this year, people familiar with the plan told Bloomberg News in October, even though Amazon is under no obligation to actually buy any of them. Amazon Shapes Rivian’s Future and Hopes for $80 Billion IPO (1)\nUnder the terms of the agreement, Seattle, Washington-based Amazon has exclusive rights to Rivian’s vans for a period of four years, with right of first refusal on all vans produced for another two years after that. Amazon is also permitted to work with other automakers on electric delivery vans.\n‘Next Tesla’\n“Rivian’s premium market valuation reflects its ownership of the entire value chain and freedom to innovate without dealing with stranded assets,” Pitchbook senior mobility analyst Asad Hussain said. “Between Rivian and Lucid, the market finally has credible candidates for ‘the next Tesla.’”\nElon Musk’s Tesla, which recently joined the trillion-dollar-valuation club, might have its own ideas about that.\nA legal fight between the companies ramped up last month over Tesla’s claims that Rivian was poaching employees and, in the process, stealing “highly proprietary” battery technology. Rivian denied the claims, which it had accused Tesla in August 2020 of making up to stop employees leaving, and to stifle the growth of competitors.\nIf Rivian hits, or exceeds, the market valuation of $63 billion that it’s aiming for in its IPO -- excluding employee stock options and restricted stock units -- it would eclipse decades-old automakers such as Japan’s Honda Motor Co., valued at about $53 billion, and France’s Renault SA at $11 billion. A first-day rally in the shares, which have characterized several recent IPOs by well-known companies, could see Rivian’s valuation top that of Ford, General Motors and fellow EV maker Lucid Group Inc., which went public via a blank-check company in July and is now worth about $74 billion. Rivian was last valued at $27.6 billion in a funding round in January, Bloomberg News reported.\nRivian plans to use the proceeds from its IPO for working capital, to fund growth and for other general corporate purposes, according to its listing paperwork. As well as ramping up hiring and increasing the volume of materials bought from its supply chain to meet demand, the company is also planning to build a second U.S. factory and is in talks with the city of Fort Worth, Texas, to invest $5 billion in a plant there. Rivian’s also eyeing a third factory in Europe, Bloomberg reported in January.\nThe company had a net loss of $994 million in the first six months of 2021, compared with a $377 million deficit a year earlier, according to its filings. It expects to record a quarterly net loss of up to $1.28 billion due to costs associated with the start of production of the R1T.\nMorgan Stanley, Goldman Sachs Group Inc. and JPMorgan Chase & Co. -- the same trio who lined up to take Tesla public -- are leading the offering. The company’s shares will trade on the Nasdaq Global Select Market under the symbol RIVN.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846364384,"gmtCreate":1636057318152,"gmtModify":1636057318754,"author":{"id":"3577182936341023","authorId":"3577182936341023","authorIdStr":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Shell going green#","listText":"Shell going green#","text":"Shell going green#","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846364384","repostId":"1127876611","repostType":4,"repost":{"id":"1127876611","pubTimestamp":1636037090,"share":"https://www.laohu8.com/m/news/1127876611?lang=&edition=full","pubTime":"2021-11-04 22:44","market":"us","language":"en","title":"Shell to Move Away From Crude at Germany’s Biggest Refinery","url":"https://stock-news.laohu8.com/highlight/detail?id=1127876611","media":"Bloomberg","summary":"Company will stop using crude at its Wesseling plant from 2025\nMove is intended to help company to m","content":"<ul>\n <li>Company will stop using crude at its Wesseling plant from 2025</li>\n <li>Move is intended to help company to meet its climate goals</li>\n</ul>\n<p>Royal Dutch Shell Plc&nbsp;announced plans to reduce oil refining capacity in Germany in order to meet its climate goals.</p>\n<p>The Wesseling section of the giant Rheinland oil-processing complex will stop processing crude oil from 2025, Shell said in a statement. A final investment decision on the plan to build new units and convert existing plants has yet to be taken, it said.</p>\n<p>Shell is one of Europe’s biggest emitters. The company started a green hydrogen plant at Wesseling last year and has plans to&nbsp;expand&nbsp;it. Chemicals production will continue at Wesseling in the medium term.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shell to Move Away From Crude at Germany’s Biggest Refinery</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\">\nShell to Move Away From Crude at Germany’s Biggest Refinery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-11-04/shell-to-move-away-from-crude-at-germany-s-biggest-refinery?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company will stop using crude at its Wesseling plant from 2025\nMove is intended to help company to meet its climate goals\n\nRoyal Dutch Shell Plc announced plans to reduce oil refining capacity in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-11-04/shell-to-move-away-from-crude-at-germany-s-biggest-refinery?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RDS.A":"荷兰皇家壳牌石油A类股","RDS.B":"荷兰皇家壳牌石油B类股"},"source_url":"https://www.bloomberg.com/news/articles/2021-11-04/shell-to-move-away-from-crude-at-germany-s-biggest-refinery?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127876611","content_text":"Company will stop using crude at its Wesseling plant from 2025\nMove is intended to help company to meet its climate goals\n\nRoyal Dutch Shell Plc announced plans to reduce oil refining capacity in Germany in order to meet its climate goals.\nThe Wesseling section of the giant Rheinland oil-processing complex will stop processing crude oil from 2025, Shell said in a statement. A final investment decision on the plan to build new units and convert existing plants has yet to be taken, it said.\nShell is one of Europe’s biggest emitters. The company started a green hydrogen plant at Wesseling last year and has plans to expand it. Chemicals production will continue at Wesseling in the medium term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}