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Lenaz

Lenaz

Long term investor.

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2022-01-22

Pls like and comment, thank you :))

Why I Sold These 3 High-Growth Tech Stocks

2022-01-21

Great ariticle, would you like to share it?

Nio Has Big Plans for 2022, But the Nio Stock Recovery Might Take Longer

2022-01-16

Great ariticle, would you like to share it?

@特斯拉:特斯拉2021年成绩单请查收

2021-11-13

Positive outlook, keep a lookout for $PLTR

Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity

2021-11-08

Drop more so I can top it up!!

Reactions to Musk's poll on offloading 10% of Tesla stock

2021-11-07

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2021-10-30

Thanks for the pov.

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2021-10-30

Great ariticle, would you like to share it?

@小虎活动:[Halloween Game] Trade or Treat!

2021-10-29

Great ariticle, would you like to share it?

@小虎活动:[Halloween Game] Trade or Treat!

2021-10-21

This is interesting :))

PayPal Said to Explore Purchase of Social Media Firm Pinterest

2021-10-21

Crazy

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2021-10-01

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2021-09-20

Wow

Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week

2021-09-20

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2021-09-17

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2021-09-10

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2 Top Growth Stocks to Buy Right Now and Hold for the Long Term

2021-08-15

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AMD, Intel, And Nvidia: Which Is The Best Chip Stock?

2021-08-09

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2021-08-06

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2021-08-03

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EV stocks tumbled in morning trading

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Let's explore the reasons I pulled the trigger on the sales.","content":"<html><head></head><body><p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company&#39;s future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.</p><p>Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in <b>Snap</b> (NYSE:SNAP) and <b>Palantir</b> (NYSE:PLTR), but I took a net loss on <b>Bumble</b> (NASDAQ:BMBL).</p><p>Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.</p><p><img src=\"https://static.tigerbbs.com/869992e71713ee11433514b27cb91bce\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Snap</h2><p>Snap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.</p><p>But over the past year, several red flags appeared. It vastly underestimated the impact of<b> Apple</b>&#39;s privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine <b>ByteDance</b>&#39;s TikTok with Spotlight&#39;s short videos.</p><p>Snap&#39;s third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn&#39;t achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn&#39;t withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple&#39;s iOS changes.</p><p>Over the past three months, Snap&#39;s insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won&#39;t end anytime soon.</p><p>Snap might seem reasonably valued now at 10 times next year&#39;s sales, especially if it meets analysts&#39; estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.</p><h2>2. Palantir</h2><p>Palantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.</p><p>At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.</p><p>But Palantir also has some glaring problems. It&#39;s deeply unprofitable but still trades at 15 times next year&#39;s sales, which leaves it highly exposed to rising inflation and higher interest rates. It&#39;s also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.</p><p>The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as <b>Alteryx</b> or <b>Splunk, </b>instead of its Foundry platform.</p><p>Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.</p><h2>3. Bumble</h2><p>After defending Bumble for nearly a year, I finally realized that the online dating company&#39;s weaknesses outweighed its strengths. The growth of Bumble&#39;s namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.</p><p>Last quarter, Bumble&#39;s total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, <b>Match Group</b>&#39;s (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.</p><p>Bumble also remains unprofitable, and it&#39;s shouldering <i>more than twice</i> as much debt as its total cash and equivalents. At the same time, it&#39;s pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.</p><p>Those plans probably won&#39;t widen Bumble&#39;s moat against Match&#39;s portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.</p><p>Bumble expects its revenue to grow 31% to 32% this fiscal year, but that&#39;s only a bit faster than Match&#39;s projected revenue growth rate of 25%. Bumble&#39;s stock might seem reasonably valued at six times next year&#39;s sales, but it probably won&#39;t command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.</p></body></html>","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>Why I Sold These 3 High-Growth Tech 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\">\nWhy I Sold These 3 High-Growth Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","BK4551":"寇图资本持仓","AAPL":"苹果","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","BK4549":"软银资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4023":"应用软件","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","MTCH":"Match Group, Inc.","BMBL":"Bumble Inc.","BK4566":"资本集团","BK4508":"社交媒体","BK4527":"明星科技股","BK4559":"巴菲特持仓","SNAP":"Snap Inc","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4543":"AI","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205441860","content_text":"Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in Snap (NYSE:SNAP) and Palantir (NYSE:PLTR), but I took a net loss on Bumble (NASDAQ:BMBL).Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.Image source: Getty Images.1. SnapSnap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.But over the past year, several red flags appeared. It vastly underestimated the impact of Apple's privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine ByteDance's TikTok with Spotlight's short videos.Snap's third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn't achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn't withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple's iOS changes.Over the past three months, Snap's insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won't end anytime soon.Snap might seem reasonably valued now at 10 times next year's sales, especially if it meets analysts' estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.2. PalantirPalantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.But Palantir also has some glaring problems. It's deeply unprofitable but still trades at 15 times next year's sales, which leaves it highly exposed to rising inflation and higher interest rates. It's also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as Alteryx or Splunk, instead of its Foundry platform.Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.3. BumbleAfter defending Bumble for nearly a year, I finally realized that the online dating company's weaknesses outweighed its strengths. The growth of Bumble's namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.Last quarter, Bumble's total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, Match Group's (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.Bumble also remains unprofitable, and it's shouldering more than twice as much debt as its total cash and equivalents. At the same time, it's pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.Those plans probably won't widen Bumble's moat against Match's portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.Bumble expects its revenue to grow 31% to 32% this fiscal year, but that's only a bit faster than Match's projected revenue growth rate of 25%. Bumble's stock might seem reasonably valued at six times next year's sales, but it probably won't command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630122657,"gmtCreate":1642748083054,"gmtModify":1642748176741,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630122657","repostId":"1121102846","repostType":4,"repost":{"id":"1121102846","pubTimestamp":1642744306,"share":"https://www.laohu8.com/m/news/1121102846?lang=&edition=full","pubTime":"2022-01-21 13:51","market":"us","language":"en","title":"Nio Has Big Plans for 2022, But the Nio Stock Recovery Might Take Longer","url":"https://stock-news.laohu8.com/highlight/detail?id=1121102846","media":"investorplace","summary":"Investors in the Chinese electric vehicle (EV) group Nio (NYSE:NIO) stock have been scratching their","content":"<html><head></head><body><p>Investors in the Chinese electric vehicle (EV) group Nio (NYSE:NIO) stock have been scratching their heads amidst the year-long decline. On Feb. 10, 2021, NIO stock hit a peak of $64.60 — a price that is now in the rearview mirror.</p><p>Then, Nio shares saw a 52-week low of $27.52 in late December and closed at $29.12 on Jan. 20, down 48% in the last 12 months and 4.5% year-to-date (YTD). By comparison, the S&amp;P Kensho Electric Vehicles Index has dropped 21.6% in the past 52 weeks and 6.8% YTD.</p><p>Despite the decline in shares of many EV names, the industry is growing. For instance, new-energy vehicles (NEV) sales in China, the largest EV market in the world, is expected to exceed 5 million units in 2022. And EV sales should comprise over 30% of the nation’s auto market, reaching at least 7 million units, by 2025.</p><p>Meanwhile, Chinese authorities are reducing EV subsidies for 2022 and will withdraw them completely in 2023. Moreover, the government has recently removed a long-standing mandate and now allows for “full foreign ownership of passenger car manufacturing” in China.</p><p>Puzzled by the extended downtrend, investors of NIO stock wonder what could be in store for the company in 2022. Despite the positive industry outlook, fierce competition and stringent regulations could create further headwinds for NIO. Thus, investors might want to wait on the sidelines for the short-term.</p><p><b>Nio’s Q3 Performance</b></p><p>Founded in 2014, the China-based EV group Nio aims to differentiate itself through its battery swapping solutions, Battery as a Service (BaaS) and Autonomous Driving as a Service (ADaaS).</p><p>Management issued Q3 financial results in early November. Revenue soared 116.6% year-over-year (YoY) to 9,805.3 million RMB, or $1.5 billion. Total EV deliveries reached 24,439 vehicles, up 100.2% compared to year-ago quarter.</p><p>Net loss attributable to NIO’s ordinary shareholders came in at 2.86 billion RMB (or $443.7 million). It went up by over 140%, mainly due to the increase in operating expenses. Cash and equivalents were 47 billion RMB, or $7.3 billion at quarter end.</p><p>On these metrics, CEO William Bin Li said, “Despite the continued supply chain volatilities, our teams and partners are working closely together to secure the supply and production for the fourth quarter of 2021.”</p><p>Meanwhile, recent delivery figures point to a record delivery of 25,034 vehicles in Q4, up 44.3% YOY. Total deliveries ended 2021 with 91,429 vehicles, up 109.1% YOY. Nio is expected to report Q4 earnings in late February.</p><p><b>Adding NIO Stock to Portfolios</b></p><p>Among 26 analysts polled, NIO stock has a consensus buy rating. Also, the consensus of 25 analysts for a 12-month median price target stands around $58.43, implying an upside potential of 95% from current levels. The 12-month price estimates for the stock range between $37.74 and $87.64.</p><p>Its trailing price-to-book (P/B) and price-to-sales (P/S) ratios stand at 11.9 and 8.5, respectively. By comparison, these metrics for Tesla (NASDAQ:TSLA) are a P/B of 37.8 and a P/S of 24.7.</p><p>Put another way, despite the recent decline, NIO shares still look frothy by traditional valuation metrics. The same holds true for TSLA stock as well.</p><p>Yet the company gets significant attention due to its growth potential. Thus, despite the ongoing negative market sentiment, investors might want to keep the stock on their radars with a view to buy around $29, or even below.</p><p>Meanwhile, interested readers could also consider investing in an exchange-traded fund (ETF) that also holds NIO stock. Examples include the First Trust NASDAQ Clean Edge Green Energy Index Fund (NASDAQ:QCLN), the Invesco PureBeta FTSE Emerging Markets ETF (BATS:PBEE), the KraneShares MSCI China Clean Technology ETF (NYSEARCA:KGRN) or the VanEck Vectors Low Carbon Energy ETF (NYSEARCA:SMOG).</p><p><b>Bottom Line on NIO Stock</b></p><p>Currently, NIO is one of the top-selling EV manufacturers in China. It sells a number of car models including a coupe sports car and three SUV models. Since last September, Nio has been selling its ES8 model in Norway as well. The company plans to expand into five more countries in Europe in 2022 and more than 25 countries worldwide by 2025.</p><p>Also, this year management is launching two new models. The luxury sedan ET7, will be available for orders as of Jan. 20. Deliveries are expected to start by late-March. The other new model, the ET5, is a midsize premium smart electric sedan. Deliveries are anticipated to commence in September 2022.</p><p>As part of these expansion plans, a second manufacturing plant is being built at NeoPark in Hefei. The facility, which will help meet the growing demand, is expected to become operational around September 2022.</p><p>In summary, Nio has a solid product line and offers tangible growth strategies. However, NIO shares could continue to come under pressure in 2022, in part due to tougher competition, higher operational costs and regulatory risks. Given the upcoming tightening moves by the Federal Reserve, investors are also taking money off the table. Therefore, NIO stock could easily continue to slip further below $30. Long-term investors might still need to be patient.</p></body></html>","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>Nio Has Big Plans for 2022, But the Nio Stock Recovery Might Take Longer</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\">\nNio Has Big Plans for 2022, But the Nio Stock Recovery Might Take Longer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-21 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/nio-has-big-plans-for-2022-but-the-nio-stock-recovery-might-take-longer/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in the Chinese electric vehicle (EV) group Nio (NYSE:NIO) stock have been scratching their heads amidst the year-long decline. On Feb. 10, 2021, NIO stock hit a peak of $64.60 — a price that...</p>\n\n<a href=\"https://investorplace.com/2022/01/nio-has-big-plans-for-2022-but-the-nio-stock-recovery-might-take-longer/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/01/nio-has-big-plans-for-2022-but-the-nio-stock-recovery-might-take-longer/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121102846","content_text":"Investors in the Chinese electric vehicle (EV) group Nio (NYSE:NIO) stock have been scratching their heads amidst the year-long decline. On Feb. 10, 2021, NIO stock hit a peak of $64.60 — a price that is now in the rearview mirror.Then, Nio shares saw a 52-week low of $27.52 in late December and closed at $29.12 on Jan. 20, down 48% in the last 12 months and 4.5% year-to-date (YTD). By comparison, the S&P Kensho Electric Vehicles Index has dropped 21.6% in the past 52 weeks and 6.8% YTD.Despite the decline in shares of many EV names, the industry is growing. For instance, new-energy vehicles (NEV) sales in China, the largest EV market in the world, is expected to exceed 5 million units in 2022. And EV sales should comprise over 30% of the nation’s auto market, reaching at least 7 million units, by 2025.Meanwhile, Chinese authorities are reducing EV subsidies for 2022 and will withdraw them completely in 2023. Moreover, the government has recently removed a long-standing mandate and now allows for “full foreign ownership of passenger car manufacturing” in China.Puzzled by the extended downtrend, investors of NIO stock wonder what could be in store for the company in 2022. Despite the positive industry outlook, fierce competition and stringent regulations could create further headwinds for NIO. Thus, investors might want to wait on the sidelines for the short-term.Nio’s Q3 PerformanceFounded in 2014, the China-based EV group Nio aims to differentiate itself through its battery swapping solutions, Battery as a Service (BaaS) and Autonomous Driving as a Service (ADaaS).Management issued Q3 financial results in early November. Revenue soared 116.6% year-over-year (YoY) to 9,805.3 million RMB, or $1.5 billion. Total EV deliveries reached 24,439 vehicles, up 100.2% compared to year-ago quarter.Net loss attributable to NIO’s ordinary shareholders came in at 2.86 billion RMB (or $443.7 million). It went up by over 140%, mainly due to the increase in operating expenses. Cash and equivalents were 47 billion RMB, or $7.3 billion at quarter end.On these metrics, CEO William Bin Li said, “Despite the continued supply chain volatilities, our teams and partners are working closely together to secure the supply and production for the fourth quarter of 2021.”Meanwhile, recent delivery figures point to a record delivery of 25,034 vehicles in Q4, up 44.3% YOY. Total deliveries ended 2021 with 91,429 vehicles, up 109.1% YOY. Nio is expected to report Q4 earnings in late February.Adding NIO Stock to PortfoliosAmong 26 analysts polled, NIO stock has a consensus buy rating. Also, the consensus of 25 analysts for a 12-month median price target stands around $58.43, implying an upside potential of 95% from current levels. The 12-month price estimates for the stock range between $37.74 and $87.64.Its trailing price-to-book (P/B) and price-to-sales (P/S) ratios stand at 11.9 and 8.5, respectively. By comparison, these metrics for Tesla (NASDAQ:TSLA) are a P/B of 37.8 and a P/S of 24.7.Put another way, despite the recent decline, NIO shares still look frothy by traditional valuation metrics. The same holds true for TSLA stock as well.Yet the company gets significant attention due to its growth potential. Thus, despite the ongoing negative market sentiment, investors might want to keep the stock on their radars with a view to buy around $29, or even below.Meanwhile, interested readers could also consider investing in an exchange-traded fund (ETF) that also holds NIO stock. Examples include the First Trust NASDAQ Clean Edge Green Energy Index Fund (NASDAQ:QCLN), the Invesco PureBeta FTSE Emerging Markets ETF (BATS:PBEE), the KraneShares MSCI China Clean Technology ETF (NYSEARCA:KGRN) or the VanEck Vectors Low Carbon Energy ETF (NYSEARCA:SMOG).Bottom Line on NIO StockCurrently, NIO is one of the top-selling EV manufacturers in China. It sells a number of car models including a coupe sports car and three SUV models. Since last September, Nio has been selling its ES8 model in Norway as well. The company plans to expand into five more countries in Europe in 2022 and more than 25 countries worldwide by 2025.Also, this year management is launching two new models. The luxury sedan ET7, will be available for orders as of Jan. 20. Deliveries are expected to start by late-March. The other new model, the ET5, is a midsize premium smart electric sedan. Deliveries are anticipated to commence in September 2022.As part of these expansion plans, a second manufacturing plant is being built at NeoPark in Hefei. The facility, which will help meet the growing demand, is expected to become operational around September 2022.In summary, Nio has a solid product line and offers tangible growth strategies. However, NIO shares could continue to come under pressure in 2022, in part due to tougher competition, higher operational costs and regulatory risks. Given the upcoming tightening moves by the Federal Reserve, investors are also taking money off the table. Therefore, NIO stock could easily continue to slip further below $30. Long-term investors might still need to be patient.","news_type":1},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697331381,"gmtCreate":1642265528107,"gmtModify":1642265528399,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697331381","repostId":"692440566","repostType":1,"repost":{"id":692440566,"gmtCreate":1641187914401,"gmtModify":1641228025702,"author":{"id":"3562909664933798","authorId":"3562909664933798","authorIdStr":"3562909664933798","name":"特斯拉","avatar":"https://static.tigerbbs.com/2a10a299123b86d5a56448aaa04336b4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562909664933798"},"themes":[],"title":"特斯拉2021年成绩单请查收","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;2021年成绩单请查收📩☝🏻我们始终从第一性原理出发，致力于打造更好的产品和服务，不负每位车主的信任。🌟我们坚信产品会说话，坚持做正确的事，用行动加速世界向可持续能源的转变。🚗2022 初心不变，加电出发！","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;2021年成绩单请查收📩☝🏻我们始终从第一性原理出发，致力于打造更好的产品和服务，不负每位车主的信任。🌟我们坚信产品会说话，坚持做正确的事，用行动加速世界向可持续能源的转变。🚗2022 初心不变，加电出发！","text":"$特斯拉(TSLA)$ 2021年成绩单请查收📩☝🏻我们始终从第一性原理出发，致力于打造更好的产品和服务，不负每位车主的信任。🌟我们坚信产品会说话，坚持做正确的事，用行动加速世界向可持续能源的转变。🚗2022 初心不变，加电出发！","images":[{"img":"https://static.tigerbbs.com/cd38feeca8f4448cd65d9b97a3817bbf"},{"img":"https://static.tigerbbs.com/2910277135ea3709a0d87758904bb744"},{"img":"https://static.tigerbbs.com/4ad6a4d98415de8ef9814495ac2abc56"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692440566","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873073657,"gmtCreate":1636813796714,"gmtModify":1636813796830,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Positive outlook, keep a lookout for $PLTR","listText":"Positive outlook, keep a lookout for $PLTR","text":"Positive outlook, keep a lookout for $PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873073657","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>\n <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>\n <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>\n <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p>\n<p>What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p>\n<p><b>Palantir's revenue continues to expand on both the commercial and government side</b></p>\n<p>Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p>\n<p>The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p>\n<p>I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p>\n<p>PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p>\n<p><b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p>\n<p>In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p>\n<p>There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p>The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p>\n<p><b>Conclusion</b></p>\n<p>PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p>\n<p><b>Seeking Alpha Marketplace</b></p>\n<p>I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in...</p>\n\n<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844043349,"gmtCreate":1636380221748,"gmtModify":1636380294592,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Drop more so I can top it up!!&nbsp;","listText":"Drop more so I can top it up!!&nbsp;","text":"Drop more so I can top it up!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844043349","repostId":"2181773705","repostType":4,"repost":{"id":"2181773705","pubTimestamp":1636377328,"share":"https://www.laohu8.com/m/news/2181773705?lang=&edition=full","pubTime":"2021-11-08 21:15","market":"us","language":"en","title":"Reactions to Musk's poll on offloading 10% of Tesla stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2181773705","media":"Reuters","summary":" - Tesla Inc chief Elon Musk said on Saturday he would sell about 10% of his stake in the company, based on votes on his $Twitter$ poll asking users of the social media network whether he should sell his shares. About 58% voted \"Yes\".\"Much is made lately of unrealized gains being a means of tax avoidance, so I propose selling 10% of my Tesla stock,\" Musk said in a tweet, adding he does not take cash salary or bonus \"from anywhere\", and only has stock.Musk has previously said he would have to exe","content":"<p>(Reuters) - Tesla Inc chief Elon Musk said on Saturday he would sell about 10% of his stake in the company, based on votes on his <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> poll asking users of the social media network whether he should sell his shares. About 58% voted \"Yes\".</p>\n<p>\"Much is made lately of unrealized gains being a means of tax avoidance, so I propose selling 10% of my Tesla stock,\" Musk said in a tweet, adding he does not take cash salary or bonus \"from anywhere\", and only has stock.</p>\n<p>Musk has previously said he would have to exercise a large number of stock options in the next three months that would create a big tax bill. Selling some of his stock could free up funds to pay the taxes.</p>\n<p>Following are comments from analysts:</p>\n<p>DAVID MADDEN, MARKETS ANALYST AT EQUITI CAPITAL</p>\n<p>\"Whenever the dust settles, people always step back in, given the number of times in the grand scheme of things this company has had fairly large pullbacks.\"</p>\n<p>\"While selling stakes will have an immediate impact, the important bit here is the reason for selling stakes which is tax purposes and the market is not too rattled with this reason since there is absolutely no reason to believe that the company is not doing well.\"</p>\n<p>NICHOLAS HYETT, ANALYST AT HARGREAVES LANSDOWN</p>\n<p>\"A large share sale always has the potential to disrupt a company's share price, a simple consequence of supply and demand. However, it shouldn't fundamentally alter Tesla's attractions or valuation, and if well handled the sale shouldn't disrupt the share price over the long term.\"</p>\n<p>RUSS MOULD, DIRECTOR AT <a href=\"https://laohu8.com/S/AJB.UK\">AJ BELL</a> INVESTMENT</p>\n<p>\"Elon Musk doesn't like to do things in a conventional way and so holding a poll on Twitter about whether he should sell 10% of his stake in Tesla might seem crazy, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> could say it is normal behaviour for him.\"</p>\n<p>\"Investors may look at the situation and try and sell before he does, potentially then buying back at a lower price if they still liked the stock. It's also an open invitation for short sellers to place a bet that the shares will fall, generating a profit for them if the stock does decline in price.\"</p>\n<p>NEIL WILSON, CHIEF MARKET ANALYST AT MARKETS.COM</p>\n<p>\"You could say he just wants to sell some stock now because the valuation has rocketed lately, cash out while the going is good. It's hard to criticise someone for doing that, is it? And rather than get berated by his fans for selling down his holdings, he can say 'look, you told me to do it!'. Either way, Musk was due to start selling soon anyway as he faces a monster tax bill on some of his stock options. And since he takes no salary or bonus from being Tesla CEO (he likes to remind us), the only way to cover would be to sell some shares. Seems fair enough, but does it need all the fintwit showbusiness?\"</p>\n<p>DANIEL IVES, ANALYST AT WEDBUSH SECURITIES</p>\n<p>\"Today Musk owns roughly 23% of Tesla and it was viewed by many on the Street that he would sell up to ~5%/6% of his ownership stake, with 10% being a higher amount that could surprise some investors but ultimately its a digestible number we are not overly concerned about. We would rather Musk rip the band-aid off now and sell this portion of stock rather than it lingering over the next year and feeding into any non-fundamental bear thesis on the story.\"</p>\n<p>CHAMATH PALIHAPITIYA, VENTURE INVESTOR</p>\n<p>\"We are witnessing the Twitter masses deciding the outcome of a $25B (billion) coin flip.\" </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>Reactions to Musk's poll on offloading 10% of Tesla stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReactions to Musk's poll on offloading 10% of Tesla stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-08 21:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/reactions-musks-poll-offloading-10-124128106.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Tesla Inc chief Elon Musk said on Saturday he would sell about 10% of his stake in the company, based on votes on his Twitter poll asking users of the social media network whether he ...</p>\n\n<a href=\"https://finance.yahoo.com/news/reactions-musks-poll-offloading-10-124128106.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://finance.yahoo.com/news/reactions-musks-poll-offloading-10-124128106.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2181773705","content_text":"(Reuters) - Tesla Inc chief Elon Musk said on Saturday he would sell about 10% of his stake in the company, based on votes on his Twitter poll asking users of the social media network whether he should sell his shares. About 58% voted \"Yes\".\n\"Much is made lately of unrealized gains being a means of tax avoidance, so I propose selling 10% of my Tesla stock,\" Musk said in a tweet, adding he does not take cash salary or bonus \"from anywhere\", and only has stock.\nMusk has previously said he would have to exercise a large number of stock options in the next three months that would create a big tax bill. Selling some of his stock could free up funds to pay the taxes.\nFollowing are comments from analysts:\nDAVID MADDEN, MARKETS ANALYST AT EQUITI CAPITAL\n\"Whenever the dust settles, people always step back in, given the number of times in the grand scheme of things this company has had fairly large pullbacks.\"\n\"While selling stakes will have an immediate impact, the important bit here is the reason for selling stakes which is tax purposes and the market is not too rattled with this reason since there is absolutely no reason to believe that the company is not doing well.\"\nNICHOLAS HYETT, ANALYST AT HARGREAVES LANSDOWN\n\"A large share sale always has the potential to disrupt a company's share price, a simple consequence of supply and demand. However, it shouldn't fundamentally alter Tesla's attractions or valuation, and if well handled the sale shouldn't disrupt the share price over the long term.\"\nRUSS MOULD, DIRECTOR AT AJ BELL INVESTMENT\n\"Elon Musk doesn't like to do things in a conventional way and so holding a poll on Twitter about whether he should sell 10% of his stake in Tesla might seem crazy, but one could say it is normal behaviour for him.\"\n\"Investors may look at the situation and try and sell before he does, potentially then buying back at a lower price if they still liked the stock. It's also an open invitation for short sellers to place a bet that the shares will fall, generating a profit for them if the stock does decline in price.\"\nNEIL WILSON, CHIEF MARKET ANALYST AT MARKETS.COM\n\"You could say he just wants to sell some stock now because the valuation has rocketed lately, cash out while the going is good. It's hard to criticise someone for doing that, is it? And rather than get berated by his fans for selling down his holdings, he can say 'look, you told me to do it!'. Either way, Musk was due to start selling soon anyway as he faces a monster tax bill on some of his stock options. And since he takes no salary or bonus from being Tesla CEO (he likes to remind us), the only way to cover would be to sell some shares. Seems fair enough, but does it need all the fintwit showbusiness?\"\nDANIEL IVES, ANALYST AT WEDBUSH SECURITIES\n\"Today Musk owns roughly 23% of Tesla and it was viewed by many on the Street that he would sell up to ~5%/6% of his ownership stake, with 10% being a higher amount that could surprise some investors but ultimately its a digestible number we are not overly concerned about. We would rather Musk rip the band-aid off now and sell this portion of stock rather than it lingering over the next year and feeding into any non-fundamental bear thesis on the story.\"\nCHAMATH PALIHAPITIYA, VENTURE INVESTOR\n\"We are witnessing the Twitter masses deciding the outcome of a $25B (billion) coin flip.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845105597,"gmtCreate":1636296413321,"gmtModify":1636296413697,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls comment &amp; like, thank you :)&nbsp;","listText":"Pls comment &amp; like, thank you :)&nbsp;","text":"Pls comment & like, thank you :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/845105597","repostId":"2181074782","repostType":4,"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857265392,"gmtCreate":1635531021687,"gmtModify":1635531021790,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Thanks for the pov.&nbsp;","listText":"Thanks for the pov.&nbsp;","text":"Thanks for the pov.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857265392","repostId":"1196513869","repostType":2,"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857269635,"gmtCreate":1635530439291,"gmtModify":1635530439393,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857269635","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857681665,"gmtCreate":1635521714567,"gmtModify":1635521714676,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857681665","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853997448,"gmtCreate":1634751093922,"gmtModify":1634751094337,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"This is interesting :))&nbsp;","listText":"This is interesting :))&nbsp;","text":"This is interesting :))","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853997448","repostId":"1181418547","repostType":4,"repost":{"id":"1181418547","pubTimestamp":1634744179,"share":"https://www.laohu8.com/m/news/1181418547?lang=&edition=full","pubTime":"2021-10-20 23:36","market":"us","language":"en","title":"PayPal Said to Explore Purchase of Social Media Firm Pinterest","url":"https://stock-news.laohu8.com/highlight/detail?id=1181418547","media":"Bloomberg","summary":"PayPal Holdings Inc. is exploring an acquisition of social media company Pinterest, Inc., people wit","content":"<p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc.&nbsp;is exploring an acquisition of social media company&nbsp;<b><a href=\"https://laohu8.com/S/PINS\">Pinterest, Inc.</a></b>, people with knowledge of the matter said.</p>\n<p>San Jose, California-based PayPal has recently approached Pinterest about a potential deal, the people said, asking not to be identified because the talks are private, Bloomberg <a href=\"https://laohu8.com/S/NWS\">News</a> reports.</p>\n<p>Pinterest shares soar&nbsp;over&nbsp;9%</p>\n<p><img src=\"https://static.tigerbbs.com/35eebc7272c61243c6b3b90c7d4e41da\" tg-width=\"1045\" tg-height=\"562\" referrerpolicy=\"no-referrer\"></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>PayPal Said to Explore Purchase of Social Media Firm Pinterest</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\">\nPayPal Said to Explore Purchase of Social Media Firm Pinterest\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-20 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-10-20/paypal-weighs-purchase-of-social-media-firm-pinterest><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PayPal Holdings Inc. is exploring an acquisition of social media company Pinterest, Inc., people with knowledge of the matter said.\nSan Jose, California-based PayPal has recently approached Pinterest ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-10-20/paypal-weighs-purchase-of-social-media-firm-pinterest\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","PINS":"Pinterest, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2021-10-20/paypal-weighs-purchase-of-social-media-firm-pinterest","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181418547","content_text":"PayPal Holdings Inc. is exploring an acquisition of social media company Pinterest, Inc., people with knowledge of the matter said.\nSan Jose, California-based PayPal has recently approached Pinterest about a potential deal, the people said, asking not to be identified because the talks are private, Bloomberg News reports.\nPinterest shares soar over 9%","news_type":1},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853994168,"gmtCreate":1634750769485,"gmtModify":1634750769866,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Crazy","listText":"Crazy","text":"Crazy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/853994168","repostId":"1181418547","repostType":4,"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865724204,"gmtCreate":1633024181284,"gmtModify":1633024181655,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like &amp; comment, thanks :)&nbsp;","listText":"Pls like &amp; comment, thanks :)&nbsp;","text":"Pls like & comment, thanks :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865724204","repostId":"1143063659","repostType":4,"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860130022,"gmtCreate":1632144797266,"gmtModify":1632802564934,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860130022","repostId":"1194891884","repostType":4,"repost":{"id":"1194891884","pubTimestamp":1632091615,"share":"https://www.laohu8.com/m/news/1194891884?lang=&edition=full","pubTime":"2021-09-20 06:46","market":"us","language":"en","title":"Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1194891884","media":"Barrons","summary":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also","content":"<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.</p>\n<p>Lennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report&nbsp;on Thursday. Investor days this week include&nbsp;Biogen on Tuesday,&nbsp;Weyerhaeuser on Wednesday, and&nbsp;Salesforce.com on Thursday.</p>\n<p>The Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely&nbsp;to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s&nbsp;press conference with Fed chair Jerome Powell will be closely&nbsp;watched.</p>\n<p>Economic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’&nbsp;existing-home sales for August on Wednesday.</p>\n<p><b>Monday 9/20</b></p>\n<p>Lennar reports third-quarter fiscal-2021 results.</p>\n<p>Merck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.</p>\n<p><b>The National Association</b>&nbsp;of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.</p>\n<p><b>Tuesday 9/21</b></p>\n<p>Adobe, AutoZone, and FedEx release earnings.</p>\n<p>Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p>\n<p><b>The Census Bureau</b>&nbsp;reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.</p>\n<p><b>Wednesday 9/22</b></p>\n<p><b>The FOMC announces</b>&nbsp;its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.</p>\n<p>General Mills reports first-quarter fiscal-2022 results.</p>\n<p>Boston Scientific,Weyerhaeuser, and&nbsp;Yum China Holdings&nbsp;host their 2021 investor days.</p>\n<p><b>TheBank of Japan</b>&nbsp;announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.</p>\n<p><b>The National Association</b>&nbsp;of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5%&nbsp;from July’s 599,000.</p>\n<p><b>Thursday 9/23</b></p>\n<p>Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p>\n<p>Salesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.</p>\n<p><b>The Conference Board</b>&nbsp;releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.</p>\n<p><b>Friday 9/24</b></p>\n<p>Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</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>Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week</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\">\nNike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-20 06:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\n...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","NKE":"耐克",".SPX":"S&P 500 Index","ADBE":"Adobe","CRM":"赛富时",".DJI":"道琼斯","FDX":"联邦快递",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194891884","content_text":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\nLennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.\nThe Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.\nEconomic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.\nMonday 9/20\nLennar reports third-quarter fiscal-2021 results.\nMerck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.\nThe National Association of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.\nTuesday 9/21\nAdobe, AutoZone, and FedEx release earnings.\nBiogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.\nThe Census Bureau reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.\nWednesday 9/22\nThe FOMC announces its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.\nGeneral Mills reports first-quarter fiscal-2022 results.\nBoston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.\nTheBank of Japan announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.\nThe National Association of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.\nThursday 9/23\nAccenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.\nSalesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.\nThe Conference Board releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.\nFriday 9/24\nKansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.","news_type":1},"isVote":1,"tweetType":1,"viewCount":6,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860197206,"gmtCreate":1632144754305,"gmtModify":1632802565296,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like and comment, thank you 😊&nbsp;","listText":"Pls like and comment, thank you 😊&nbsp;","text":"Pls like and comment, thank you 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/860197206","repostId":"1131742866","repostType":4,"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884866462,"gmtCreate":1631879915756,"gmtModify":1632805631360,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like &amp; comment, thank you 😊&nbsp;","listText":"Pls like &amp; comment, thank you 😊&nbsp;","text":"Pls like & comment, thank you 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/884866462","repostId":"1101041809","repostType":4,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883529343,"gmtCreate":1631256942582,"gmtModify":1631891351851,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like thank you 😊&nbsp;","listText":"Pls like thank you 😊&nbsp;","text":"Pls like thank you 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/883529343","repostId":"2166120346","repostType":4,"repost":{"id":"2166120346","pubTimestamp":1631240205,"share":"https://www.laohu8.com/m/news/2166120346?lang=&edition=full","pubTime":"2021-09-10 10:16","market":"us","language":"en","title":"2 Top Growth Stocks to Buy Right Now and Hold for the Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2166120346","media":"Motley Fool","summary":"Apple and PayPal have delivered years of big gains for their shareholders, and their growth stories are far from over.","content":"<p>Some investors are growing concerned about the state of the economy, inflation, and the direction the stock market might go next. Regardless of what happens in the near term, though, successful investing is about buying shares in strong companies and sticking with them for many years.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> top growth stocks that are poised to deliver market-beating returns over the next decade or more are <b>Apple</b>&nbsp;(NASDAQ:AAPL) and <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> (NASDAQ:PYPL). Here are the key factors that should fuel their prospects for a long time.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F642221%2Fhappy_ipad_user.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Apple</h2>\n<p>Apple has all the qualities that long-term investors should look for in a stock. It has a loyal base of customers making use of 1.65 billion active Apple devices. It generates loads of cash -- $95 billion in free cash flow over the last four quarters alone. Above all, it has tremendous brand power combined with a very sticky ecosystem of services.</p>\n<p>Smartphone rival Samsung just launched its latest round of foldable phones -- the Galaxy Z Fold 3 and Galaxy Z Flip 3 -- and they've received good reviews. Apple still hasn't unveiled a competing offering, but it's always late to the party when it comes to adopting the latest technologies. Yet its customer satisfaction rates remain high, driving a record $347 billion in total spending on products and services over the last year.</p>\n<p>What keeps Apple users from jumping ship to competitors' products is the software experience. Its ever-growing suite of services, accessories, and features forms a wide competitive moat. Services revenue increased 28% year over year through the first three quarters of fiscal 2021. Sales of wearables and accessories, including the Apple Watch, grew 30%. The array of apps and features like Handoff, which allows a user to switch seamlessly from an app on an iOS device to a Mac, makes Apple's devices work better together, which gives customers an extra incentive to just stick with the company for all of their tech needs.</p>\n<p>It's no surprise that Apple continues to report strong growth for non-iPhone products. Mac sales surged 16% year over year in the most recent quarter. Moreover, the new M1-based Macs, featuring Apple's new internally developed processor, position the company to squeeze extra profit out of its computer business since the M1 chip is estimated to cost Apple less than the <b>Intel</b> chips it previously used.</p>\n<p>As for iPhones, consumers are getting more interested in upgrading to 5G devices, which is expected to make the launch of the iPhone 13 a big <a href=\"https://laohu8.com/S/AONE.U\">one</a>. The prospect of a strong upgrade cycle to 5G devices, combined with the continued growth of its higher-margin services business, makes Apple a solid investment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e10ab183314b301aeed89ba7c4e8015\" tg-width=\"700\" tg-height=\"465\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>PayPal</h2>\n<p>PayPal has delivered many years of consistent growth, previously as part of <b><a href=\"https://laohu8.com/S/EBAY\">eBay</a></b> and now as an independent company, but the pandemic has accelerated the trend away from cash and toward digital payments. A <b>Mastercard</b> survey found that 71% of consumers expect to use cash for transactions less often in the future, which plays right into the hands of PayPal.</p>\n<p>The digital payments provider's customer engagement has steadily climbed in recent years and should continue to do so. Since the end of 2017, transactions per account have climbed from 33.6 on a trailing-12-month basis to 43.5 as of the second quarter of 2021. This means the average customer still uses their PayPal account less than once per week, but there are good reasons to expect this metric to continue rising.</p>\n<p>Recent introductions of a cryptocurrency trading feature and a buy-now, pay-later option, plus the potential for adding the ability to trade stocks from within the app, could significantly grow engagement across PayPal's 403 million active accounts.</p>\n<p>This growing array of services and features has a direct correlation with PayPal's rising revenue. For example, it has seen a 19% increase in total payment volume from customers who use its QR codes to check out at stores.</p>\n<p>The company has experienced phenomenal growth, and the stock delivered a massive return of 640% over the last five years. Its revenue also more than doubled, and that is with customers still using their accounts less than once per week on average. PayPal could grow enormously from here if engagement strengthens, which is management's goal.&nbsp;For these reasons, this growth stock&nbsp;should remain a rewarding investment for years to come.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Top Growth Stocks to Buy Right Now and Hold for the Long Term</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Top Growth Stocks to Buy Right Now and Hold for the Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/09/2-top-growth-stocks-to-buy-and-hold-for-long-term/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some investors are growing concerned about the state of the economy, inflation, and the direction the stock market might go next. Regardless of what happens in the near term, though, successful ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/09/2-top-growth-stocks-to-buy-and-hold-for-long-term/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","PYPL":"PayPal"},"source_url":"https://www.fool.com/investing/2021/09/09/2-top-growth-stocks-to-buy-and-hold-for-long-term/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166120346","content_text":"Some investors are growing concerned about the state of the economy, inflation, and the direction the stock market might go next. Regardless of what happens in the near term, though, successful investing is about buying shares in strong companies and sticking with them for many years.\nTwo top growth stocks that are poised to deliver market-beating returns over the next decade or more are Apple (NASDAQ:AAPL) and PayPal (NASDAQ:PYPL). Here are the key factors that should fuel their prospects for a long time.\nImage source: Getty Images.\nApple\nApple has all the qualities that long-term investors should look for in a stock. It has a loyal base of customers making use of 1.65 billion active Apple devices. It generates loads of cash -- $95 billion in free cash flow over the last four quarters alone. Above all, it has tremendous brand power combined with a very sticky ecosystem of services.\nSmartphone rival Samsung just launched its latest round of foldable phones -- the Galaxy Z Fold 3 and Galaxy Z Flip 3 -- and they've received good reviews. Apple still hasn't unveiled a competing offering, but it's always late to the party when it comes to adopting the latest technologies. Yet its customer satisfaction rates remain high, driving a record $347 billion in total spending on products and services over the last year.\nWhat keeps Apple users from jumping ship to competitors' products is the software experience. Its ever-growing suite of services, accessories, and features forms a wide competitive moat. Services revenue increased 28% year over year through the first three quarters of fiscal 2021. Sales of wearables and accessories, including the Apple Watch, grew 30%. The array of apps and features like Handoff, which allows a user to switch seamlessly from an app on an iOS device to a Mac, makes Apple's devices work better together, which gives customers an extra incentive to just stick with the company for all of their tech needs.\nIt's no surprise that Apple continues to report strong growth for non-iPhone products. Mac sales surged 16% year over year in the most recent quarter. Moreover, the new M1-based Macs, featuring Apple's new internally developed processor, position the company to squeeze extra profit out of its computer business since the M1 chip is estimated to cost Apple less than the Intel chips it previously used.\nAs for iPhones, consumers are getting more interested in upgrading to 5G devices, which is expected to make the launch of the iPhone 13 a big one. The prospect of a strong upgrade cycle to 5G devices, combined with the continued growth of its higher-margin services business, makes Apple a solid investment.\nImage source: Getty Images.\nPayPal\nPayPal has delivered many years of consistent growth, previously as part of eBay and now as an independent company, but the pandemic has accelerated the trend away from cash and toward digital payments. A Mastercard survey found that 71% of consumers expect to use cash for transactions less often in the future, which plays right into the hands of PayPal.\nThe digital payments provider's customer engagement has steadily climbed in recent years and should continue to do so. Since the end of 2017, transactions per account have climbed from 33.6 on a trailing-12-month basis to 43.5 as of the second quarter of 2021. This means the average customer still uses their PayPal account less than once per week, but there are good reasons to expect this metric to continue rising.\nRecent introductions of a cryptocurrency trading feature and a buy-now, pay-later option, plus the potential for adding the ability to trade stocks from within the app, could significantly grow engagement across PayPal's 403 million active accounts.\nThis growing array of services and features has a direct correlation with PayPal's rising revenue. For example, it has seen a 19% increase in total payment volume from customers who use its QR codes to check out at stores.\nThe company has experienced phenomenal growth, and the stock delivered a massive return of 640% over the last five years. Its revenue also more than doubled, and that is with customers still using their accounts less than once per week on average. PayPal could grow enormously from here if engagement strengthens, which is management's goal. For these reasons, this growth stock should remain a rewarding investment for years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830152441,"gmtCreate":1629035550083,"gmtModify":1631891351854,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like and comment, thank you 😊","listText":"Pls like and comment, thank you 😊","text":"Pls like and comment, thank you 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/830152441","repostId":"1138705612","repostType":4,"repost":{"id":"1138705612","pubTimestamp":1628995730,"share":"https://www.laohu8.com/m/news/1138705612?lang=&edition=full","pubTime":"2021-08-15 10:48","market":"us","language":"en","title":"AMD, Intel, And Nvidia: Which Is The Best Chip Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138705612","media":"seekingalpha","summary":"AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.This left ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>\n <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>\n <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&amp;D, marketing, and pricing.</li>\n <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p>\n<p>Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p>\n<p>This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p>\n<p>AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p>\n<p>However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p>\n<p><b>The Ins And Outs of Intel</b></p>\n<p>An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p>\n<p>Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p>\n<p>Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p>\n<p>Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p>\n<p>At the end of Q1, AMD held 19.30% of the x86 desktop&nbsp;market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5%&nbsp;market&nbsp;share in Q4 of 2019.</p>\n<p>Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU&nbsp;market.</p>\n<p>The company has an enormous R&amp;D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p>\n<p>Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p>\n<p>However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p>\n<p>Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p>\n<p><b>An Overview of AMD</b></p>\n<p>In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p>\n<p>However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p>Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p>\n<p>AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p>\n<p>In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p>\n<p>However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p>\n<p>Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p>\n<p>Late last year,AMD entered intoa deal&nbsp;to acquire&nbsp;Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p>\n<p>The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p>\n<p>AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p>\n<p><b>A Survey of NVIDIA</b></p>\n<p>NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p>\n<p>The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p>\n<p>The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p>\n<p>GPUs are being teamed with CPUs to&nbsp;enhance&nbsp;computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to&nbsp;autonomous&nbsp;vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p>\n<p>AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p>\n<p>ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p>\n<p>Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p>\n<p>Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p><b>Valuation Metrics</b></p>\n<p>The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p>\n<p>Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p>\n<p>Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p>\n<p>Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p>\n<p>Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p>\n<p>Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p>\n<p><b>=Advantage AMD</b></p>\n<p><b>Analysts’ Price Targets</b></p>\n<p>NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p>\n<p>AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p>\n<p>Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p>\n<p>Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p>\n<p><b>=Tie AMD/INTC</b></p>\n<p><b>Growth Rates</b></p>\n<p>The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p>\n<p>While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p>\n<p>Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p>\n<p><b>=Advantage AMD</b></p>\n<p>I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p>\n<p>I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p>\n<p><b>Debt Metrics</b></p>\n<p>NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p>\n<p>AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p>\n<p>Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p>\n<p>All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p>\n<p><b>R&amp;D Budgets</b></p>\n<p>This is the first time I have&nbsp;compared&nbsp;the R&amp;D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p>\n<p>Last fiscal year, Intel devoted over $13.5 billion to R&amp;D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p>\n<p>AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&amp;D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p>\n<p>I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&amp;D budgets.</p>\n<p><b>=Advantage INTC</b></p>\n<p><b>Bottom Line: Which Is The Best Chip Stock?</b></p>\n<p>To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p>\n<p>Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p>\n<p>The degree of success Intel finds as its&nbsp;planned&nbsp;foundries come online is another factor that should be weighed.</p>\n<p>A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p>\n<p>On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p>\n<p>While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p>\n<p>However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p>\n<p>With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p>\n<p>I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p>\n<p>I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p>\n<p>For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA&nbsp;contributor&nbsp;Keyanoush Razavidinani.</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>AMD, Intel, And Nvidia: Which Is The Best Chip Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD, Intel, And Nvidia: Which Is The Best Chip Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips ...</p>\n\n<a href=\"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138705612","content_text":"Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.\nEven so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.\nNvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.\n\nAndy/iStock via Getty Images\nIntel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.\nThis left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.\nAMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.\nHowever, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.\nThe Ins And Outs of Intel\nAn understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.\nConsequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.\nGaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.\nUntil fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.\nAt the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.\nDespite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.\nThe company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.\nInvestors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.\nHowever, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.\nIntel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.\nAn Overview of AMD\nIn years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.\nHowever, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.\nSource:Q2 Earnings Presentation\nSource:Q2 Earnings Presentation\nLike Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.\nAMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.\nSource:Seeking Alpha\nAMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.\nIn regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.\nSource:tom'sHARDWARE\nHowever, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.\nAlthough AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.\nLate last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.\nThe Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.\nAMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.\nA Survey of NVIDIA\nNVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.\nThe chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.\nSource:AMD Investor Presentation\nThe firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.\nGPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud\nAI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.\nARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.\nPerhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.\nUnfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.\nHead-To-Head Comparisons\nValuation Metrics\nThe following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.\nSource:Seeking Alpha Premium/ chart by author\nNext, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.\nChart by author\nNote that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.\nPerusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.\nCount me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.\nDo not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.\n=Advantage AMD\nAnalysts’ Price Targets\nNVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.\nAMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.\nIntel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.\nInvestors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.\n=Tie AMD/INTC\nGrowth Rates\nThe next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.\nSource:Seeking Alpha Premium/ Chart by author\nWhile investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.\nAdvanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.\n=Advantage AMD\nI considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.\nI often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.\nDebt Metrics\nNVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.\nAMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.\nIntel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.\nAll three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.\nR&D Budgets\nThis is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.\nLast fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.\nAMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.\nI should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.\n=Advantage INTC\nBottom Line: Which Is The Best Chip Stock?\nTo arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.\nBecause ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.\nThe degree of success Intel finds as its planned foundries come online is another factor that should be weighed.\nA development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.\nOn the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.\nWhile AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.\nHowever, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.\nWith that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.\nI also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.\nI rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.\nFor additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898743506,"gmtCreate":1628524298405,"gmtModify":1631891351875,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like and comment, thank you 😊","listText":"Pls like and comment, thank you 😊","text":"Pls like and comment, thank you 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/898743506","repostId":"1159439117","repostType":4,"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893908894,"gmtCreate":1628225928018,"gmtModify":1631891351861,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like &amp; comment, thank you 😊","listText":"Pls like &amp; comment, thank you 😊","text":"Pls like & comment, thank you 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893908894","repostId":"1199377263","repostType":4,"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807360186,"gmtCreate":1628000852845,"gmtModify":1631891351886,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like &amp; comment, thankss 😊","listText":"Pls like &amp; comment, thankss 😊","text":"Pls like & comment, thankss 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/807360186","repostId":"1181392592","repostType":4,"repost":{"id":"1181392592","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":1627999893,"share":"https://www.laohu8.com/m/news/1181392592?lang=&edition=full","pubTime":"2021-08-03 22:11","market":"us","language":"en","title":"EV stocks tumbled in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1181392592","media":"Tiger Newspress","summary":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","content":"<p>(Aug&nbsp;3)&nbsp;Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p>\n<p><img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></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>EV stocks tumbled in morning 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\">\nEV stocks tumbled in morning 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\">2021-08-03 22:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug&nbsp;3)&nbsp;Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p>\n<p><img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></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":"1181392592","content_text":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":898743506,"gmtCreate":1628524298405,"gmtModify":1631891351875,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like and comment, thank you 😊","listText":"Pls like and comment, thank you 😊","text":"Pls like and comment, thank you 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/898743506","repostId":"1159439117","repostType":4,"repost":{"id":"1159439117","pubTimestamp":1628519565,"share":"https://www.laohu8.com/m/news/1159439117?lang=&edition=full","pubTime":"2021-08-09 22:32","market":"us","language":"en","title":"AMD Stock Moves Higher After BMO Capital Boosts Rating, Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1159439117","media":"Thestreet","summary":"Advanced Micro Devices (AMD)  traded higher Monday after analysts at BMO Capital Markets boosted the","content":"<p>Advanced Micro Devices&nbsp;(<b>AMD</b>) &nbsp;traded higher Monday after analysts at BMO Capital Markets boosted their rating and target price for the chipamaker amid an improving earnings backdrop and market share gains against its rival.</p>\n<p>In what he described as a 'mea culpa' note on the chipmaker,&nbsp;BMO Capital Markets analyst Ambrish Srivastava raised his rating on AMD by one notch, to 'outperform' and boosted his price target by $30, to $110 per share, citing an improved valuation, better-than-expected 2022 earnings growth and consistent market shares gains against its main rival Intel INTC.</p>\n<p>\"More importantly, with respect to estimates, we also believe there is continued upward bias as we go through the year. Especially as AMD starts to ramp designs it has already won on the datacenter side, from the HPC to enterprise, including CPUs and GPUs,\" said xxxx. \"While anticipated, we do not believe these wins are appropriately reflected incurrent estimates.\"</p>\n<p>\"With respect to share gains in CPU vs. Intel, we still believe that the rate of share gains will moderate next year vs. Intel, as Intel builds on its Icelake platform and rolls out Sapphire Rapids,\" he added. \"However, AMD has now executed and delivered to a point that it has carved out a position as a viable alternative to Intel for the foreseeable future.\"</p>\n<p>AMD shares were marked 0.5% higher in early trading Monday, against a 0.05% move lower for the Nasdaq, to change hands at $110.75 each, a move that would extend the stock's year-to-date gain to around 20.7%.</p>\n<p>Last month, AMD posted a99% year-on-year surge in second quarter revenuesthat drove a stronger-than-expected bottom line of 63 cents per share.</p>\n<p>The computing and graphics segment, which covers GPU and PC CPU sales, saw revenue total $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales.</p>\n<p>Enterprise, embedded and semi-custom segment revenue was $1.60 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher EPYC processor revenue and semi-custom product sales, the company said.</p>\n<p>For the full year 2021, AMD now expects revenue growth of about 60%, up from prior guidance of roughly 50%, driven by strong growth across all businesses.</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>AMD Stock Moves Higher After BMO Capital Boosts Rating, Price Target</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock Moves Higher After BMO Capital Boosts Rating, Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 22:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/amd-stock-higher-after-bmo-capital-boosts-rating-price-target><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (AMD)  traded higher Monday after analysts at BMO Capital Markets boosted their rating and target price for the chipamaker amid an improving earnings backdrop and market share ...</p>\n\n<a href=\"https://www.thestreet.com/investing/amd-stock-higher-after-bmo-capital-boosts-rating-price-target\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.thestreet.com/investing/amd-stock-higher-after-bmo-capital-boosts-rating-price-target","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159439117","content_text":"Advanced Micro Devices (AMD)  traded higher Monday after analysts at BMO Capital Markets boosted their rating and target price for the chipamaker amid an improving earnings backdrop and market share gains against its rival.\nIn what he described as a 'mea culpa' note on the chipmaker, BMO Capital Markets analyst Ambrish Srivastava raised his rating on AMD by one notch, to 'outperform' and boosted his price target by $30, to $110 per share, citing an improved valuation, better-than-expected 2022 earnings growth and consistent market shares gains against its main rival Intel INTC.\n\"More importantly, with respect to estimates, we also believe there is continued upward bias as we go through the year. Especially as AMD starts to ramp designs it has already won on the datacenter side, from the HPC to enterprise, including CPUs and GPUs,\" said xxxx. \"While anticipated, we do not believe these wins are appropriately reflected incurrent estimates.\"\n\"With respect to share gains in CPU vs. Intel, we still believe that the rate of share gains will moderate next year vs. Intel, as Intel builds on its Icelake platform and rolls out Sapphire Rapids,\" he added. \"However, AMD has now executed and delivered to a point that it has carved out a position as a viable alternative to Intel for the foreseeable future.\"\nAMD shares were marked 0.5% higher in early trading Monday, against a 0.05% move lower for the Nasdaq, to change hands at $110.75 each, a move that would extend the stock's year-to-date gain to around 20.7%.\nLast month, AMD posted a99% year-on-year surge in second quarter revenuesthat drove a stronger-than-expected bottom line of 63 cents per share.\nThe computing and graphics segment, which covers GPU and PC CPU sales, saw revenue total $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales.\nEnterprise, embedded and semi-custom segment revenue was $1.60 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher EPYC processor revenue and semi-custom product sales, the company said.\nFor the full year 2021, AMD now expects revenue growth of about 60%, up from prior guidance of roughly 50%, driven by strong growth across all businesses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860197206,"gmtCreate":1632144754305,"gmtModify":1632802565296,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like and comment, thank you 😊&nbsp;","listText":"Pls like and comment, thank you 😊&nbsp;","text":"Pls like and comment, thank you 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/860197206","repostId":"1131742866","repostType":4,"repost":{"id":"1131742866","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632143946,"share":"https://www.laohu8.com/m/news/1131742866?lang=&edition=full","pubTime":"2021-09-20 21:19","market":"us","language":"en","title":"4 Stocks Insiders Are Selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1131742866","media":"Benzinga","summary":"When insiders sell shares, it indicates their concern in the company’s prospects or that they view t","content":"<p>When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.</p>\n<p>Below is a look at a few recent notable insider sales.</p>\n<p><b>International Money Express</b></p>\n<p><b>The Trade:International Money <a href=\"https://laohu8.com/S/EXPR\">Express, Inc.</a></b>&nbsp;IMXI+undefined%(Get Free Alerts for IMXI)Director John Rincon<i>disposed a total of 57719 shares</i>at an average price of $17.01. The insider received $981,903.03 as a result of the transaction.</p>\n<p><b>What’s Happening:</b>International Money Express, last month announced a $40 million buyback program.</p>\n<p><b>What International Money Express Does:</b>International Money Express is a processor of money transfer services in the USA to the Latin America corridor (LAC).</p>\n<p><b><a href=\"https://laohu8.com/S/SKX\">Skechers USA</a> </b></p>\n<p><b>The Trade:Skechers U.S.A., Inc.</b>&nbsp;SKX+0.02%Director Jeffrey Greenberg<i>sold a total of 50000 shares</i>at an average price of $45.38. The insider received $2,269,140.00 from selling those shares.</p>\n<p><b>What’s Happening:</b>The company, in July, said it swung to a profit for the second quarter.</p>\n<p><b>What Skechers Does:</b><a href=\"https://laohu8.com/S/SKX\">Skechers USA</a> is a lifestyle footwear company under the Skechers GO brand name.</p>\n<p><b><a href=\"https://laohu8.com/S/CROX\">Crocs</a></b></p>\n<p><b>The Trade:Crocs, Inc.</b>&nbsp;CROX+0.02%Director Ronald Frasch<i>sold a total of 33000 shares</i>at an average price of $153.92. The insider received $5,079,387.66 as a result of the transaction.</p>\n<p><b>What’s Happening:</b>Crocs CEO Andrew Rees recently said Crocs brand is expected to grow to over $5 billion in sales by 2026.</p>\n<p><b>What Crocs Does:</b>Crocs is engaged in the design, development, marketing, distribution, and sale of casual lifestyle footwear accessories for men, women, and children.</p>\n<p><b><a href=\"https://laohu8.com/S/WDAY\">Workday</a></b></p>\n<p><b>The Trade:Workday, Inc.</b>&nbsp;WDAY+0.02%Director David Duffield<i>sold a total of 108900 shares</i>at an average price of $269.37. The insider received $29,334,827.31 from selling those shares.</p>\n<p><b>What’s Happening:</b>Barclays, on Friday, maintained Workday with an Overweight and raised the price target from $309 to $340.</p>\n<p><b>What Workday Does:</b>Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California.</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>4 Stocks Insiders Are Selling</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\">\n4 Stocks Insiders Are Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-09-20 21:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.</p>\n<p>Below is a look at a few recent notable insider sales.</p>\n<p><b>International Money Express</b></p>\n<p><b>The Trade:International Money <a href=\"https://laohu8.com/S/EXPR\">Express, Inc.</a></b>&nbsp;IMXI+undefined%(Get Free Alerts for IMXI)Director John Rincon<i>disposed a total of 57719 shares</i>at an average price of $17.01. The insider received $981,903.03 as a result of the transaction.</p>\n<p><b>What’s Happening:</b>International Money Express, last month announced a $40 million buyback program.</p>\n<p><b>What International Money Express Does:</b>International Money Express is a processor of money transfer services in the USA to the Latin America corridor (LAC).</p>\n<p><b><a href=\"https://laohu8.com/S/SKX\">Skechers USA</a> </b></p>\n<p><b>The Trade:Skechers U.S.A., Inc.</b>&nbsp;SKX+0.02%Director Jeffrey Greenberg<i>sold a total of 50000 shares</i>at an average price of $45.38. The insider received $2,269,140.00 from selling those shares.</p>\n<p><b>What’s Happening:</b>The company, in July, said it swung to a profit for the second quarter.</p>\n<p><b>What Skechers Does:</b><a href=\"https://laohu8.com/S/SKX\">Skechers USA</a> is a lifestyle footwear company under the Skechers GO brand name.</p>\n<p><b><a href=\"https://laohu8.com/S/CROX\">Crocs</a></b></p>\n<p><b>The Trade:Crocs, Inc.</b>&nbsp;CROX+0.02%Director Ronald Frasch<i>sold a total of 33000 shares</i>at an average price of $153.92. The insider received $5,079,387.66 as a result of the transaction.</p>\n<p><b>What’s Happening:</b>Crocs CEO Andrew Rees recently said Crocs brand is expected to grow to over $5 billion in sales by 2026.</p>\n<p><b>What Crocs Does:</b>Crocs is engaged in the design, development, marketing, distribution, and sale of casual lifestyle footwear accessories for men, women, and children.</p>\n<p><b><a href=\"https://laohu8.com/S/WDAY\">Workday</a></b></p>\n<p><b>The Trade:Workday, Inc.</b>&nbsp;WDAY+0.02%Director David Duffield<i>sold a total of 108900 shares</i>at an average price of $269.37. The insider received $29,334,827.31 from selling those shares.</p>\n<p><b>What’s Happening:</b>Barclays, on Friday, maintained Workday with an Overweight and raised the price target from $309 to $340.</p>\n<p><b>What Workday Does:</b>Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IMXI":"国际货币快递","EXPR":"Express, Inc.","WDAY":"Workday","SKX":"斯凯奇"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131742866","content_text":"When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.\nBelow is a look at a few recent notable insider sales.\nInternational Money Express\nThe Trade:International Money Express, Inc. IMXI+undefined%(Get Free Alerts for IMXI)Director John Rincondisposed a total of 57719 sharesat an average price of $17.01. The insider received $981,903.03 as a result of the transaction.\nWhat’s Happening:International Money Express, last month announced a $40 million buyback program.\nWhat International Money Express Does:International Money Express is a processor of money transfer services in the USA to the Latin America corridor (LAC).\nSkechers USA \nThe Trade:Skechers U.S.A., Inc. SKX+0.02%Director Jeffrey Greenbergsold a total of 50000 sharesat an average price of $45.38. The insider received $2,269,140.00 from selling those shares.\nWhat’s Happening:The company, in July, said it swung to a profit for the second quarter.\nWhat Skechers Does:Skechers USA is a lifestyle footwear company under the Skechers GO brand name.\nCrocs\nThe Trade:Crocs, Inc. CROX+0.02%Director Ronald Fraschsold a total of 33000 sharesat an average price of $153.92. The insider received $5,079,387.66 as a result of the transaction.\nWhat’s Happening:Crocs CEO Andrew Rees recently said Crocs brand is expected to grow to over $5 billion in sales by 2026.\nWhat Crocs Does:Crocs is engaged in the design, development, marketing, distribution, and sale of casual lifestyle footwear accessories for men, women, and children.\nWorkday\nThe Trade:Workday, Inc. WDAY+0.02%Director David Duffieldsold a total of 108900 sharesat an average price of $269.37. The insider received $29,334,827.31 from selling those shares.\nWhat’s Happening:Barclays, on Friday, maintained Workday with an Overweight and raised the price target from $309 to $340.\nWhat Workday Does:Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884866462,"gmtCreate":1631879915756,"gmtModify":1632805631360,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like &amp; comment, thank you 😊&nbsp;","listText":"Pls like &amp; comment, thank you 😊&nbsp;","text":"Pls like & comment, thank you 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/884866462","repostId":"1101041809","repostType":4,"repost":{"id":"1101041809","pubTimestamp":1631878190,"share":"https://www.laohu8.com/m/news/1101041809?lang=&edition=full","pubTime":"2021-09-17 19:29","market":"us","language":"en","title":"AMD Stock: One Of The Best Secular Growth Plays In The Semiconductor Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=1101041809","media":"Seeking Alpha","summary":"Summary\n\nAMD has transformed its business and financial profile in the past few years, being now one","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD has transformed its business and financial profile in the past few years, being now one of the best growth plays in the semiconductor industry.</li>\n <li>Its recent growth has been impressive, driven mainly by its product portfolio that has enabled AMD to report record revenues and earnings.</li>\n <li>It is trading at a lower valuation compared to Nvidia or ASML and my price target is $215 per share by the end-2024.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec55c4f8340ca053f249af481ee9a179\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>JHVEPhoto/iStock Editorial via Getty Images</span></p>\n<p><b>Advanced Micro Devices</b>(AMD) is a good play in the secular semiconductor growth theme, due to strong growth, a reasonable valuation compared to other companies with leading positions in their respective segment and strong upside potential over the next three years.</p>\n<p><b>AMD Overview</b></p>\n<p>AMD is a&nbsp;semiconductor company&nbsp;offering microprocessors for accelerated processing units (APUs) and for graphic processing units (GPUs). Its main competitors are&nbsp;<b>Intel</b>(INTC) and&nbsp;<b>Nvidia</b>(NVDA), which historically have been the leading companies in its respective segments (CPUs and GPUs). AMD was founded in 1969 and trades on the NASDAQ and has nowadays a market value of about $127 billion.</p>\n<p>AMD is a fabless company, which means that it designs its chips but does not have its own production facilities, relying on third-parties for the production phase of which its main supplier is the&nbsp;<b>Taiwan Semiconductor Manufacturing Company</b>(TSM). AMD has a diversified customer base, with no one representing more than 10% of its annual revenues, and more than 75% of its revenues are generated internationally showing that AMD is a global company.</p>\n<p>Last October, AMD entered intoan agreement to acquire&nbsp;<b>Xilinx</b>(XLNX), in an all-stock deal valued at $35 billion at the time. The strategic rationale of this acquisition is to enhance AMD's position in the industry, especially in the high performance computing segment. This deal is expected to close by the end of 2021 and should lead to cost synergies and stronger innovation and product differentiation, boding well for AMD's growth and profitability in the future.</p>\n<p><b>AMD's Growth</b></p>\n<p>As I've analyzed in a previous article on \"ASML: A Fantastic Company For Long-Term Investors\", the semiconductor industry has very good long-term growth prospects due to several sources of innovation that should support growth for many years down the road across the industry.</p>\n<p>Indeed, according to&nbsp;MarketWatch, the semiconductor industry is projected to grow at a compounded annual growth rate (CAGR) of 8.6% during 2021-28, with the Logic segment being the major growth driver, which bodes quite well for AMD's growth prospects.</p>\n<p>Beyond positive industry tailwinds, AMD also has good growth prospects from improved fundamentals, as the company has improved significantly its competitive position in the industry compared to its history. While Intel was the leading chip company for many years in the PC segment, the rise of new technologies and chip applications in recent years has changed the industry landscape.</p>\n<p>AMD is now in a very good position to be a major player in the rise of high performance computing, artificial intelligence and gaming, which are growing markets and where AMD's market share is still relatively low. According to the company, total addressable market for data center, PCs and gaming is about $79 billion, thus AMD has plenty of growth opportunities both from overall industry growth and market share gains from its competitors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52dec6c4eb951df3dc84d1e011c77073\" tg-width=\"640\" tg-height=\"326\" width=\"100%\" height=\"auto\"><span>Source: AMD.</span></p>\n<p>This is supported by AMD's product portfolio across several applications that is currently in a leadership position regarding performance, which is a critical factor for both individual and corporate customers when deciding to buy PCs for instance, and also power efficiency which is more important for data center customers.</p>\n<p>During 2020, AMD released multiple products based in advanced technologies of 7 nanometer (nm), including Ryzen for desktops, Radeon for gaming and expanded its EPYC processor family dedicated to data centers. This push from AMD has made it very competitive both with Intel and NVIDIA and has led to outstanding revenue growth in recent quarters, showing that demand in the Logic segment comes mainly from superior technology rather than pricing.</p>\n<p>This bodes well for AMD's revenue growth in the near future as Intel has struggled to develop new products that are competitive and its recent product roadmap seems to be more of a catch-up to competitors, rather than returning to a leadership position.</p>\n<p>For long-term investors, this means that AMD is well positioned to benefit from secular growth trends in the semiconductor industry, even though competition in the industry is fierce and Intel and NVIDIA are also constantly innovating and delivering new products into the market (NVIDIA is expected to enter the CPU market for high performance computing in 2023, for example) so the industry landscape can change quite rapidly and no player should assume that is capable to have an undisputed technological leadership over the long term.</p>\n<p>Beyond its growth opportunities in data center, PCs and gaming, AMD also has good prospects in the automotive industry, namely in supplying chips for infotainment systems. For instance, the company was able to gain&nbsp;<b>Tesla</b>(TSLA) as a customer over Intel in the Model S/X infotainment systems, even though its presence in the automotive industry remains limited.</p>\n<p>To strengthen AMD's position into new industries, such as automotive, AMD agreed almost one year ago to buy Xilinx, a combination that would diversify further its business and also strengthen its position in data centers. This would increase AMD's total addressable market to about $110 billion and is expected to be financially accretive before synergies, making this deal very interesting for AMD. It is not certain that the deal will be approved in all countries (with China possibly being the more difficult to get regulatory approval), but if it gets the 'green light' the market will, most likely, receive well this deal.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4f725d555c6b55cdc023f034573abc1\" tg-width=\"640\" tg-height=\"285\" width=\"100%\" height=\"auto\"><span>Source: AMD.</span></p>\n<p><b>AMD Financial Performance</b></p>\n<p>Regarding its financial performance, AMD has a very good history especially over the past couple of years. Supported by the company's improved product portfolio, AMD's revenues and earnings increased markedly, with the company reporting record results in the last year. Nevertheless, AMD's revenues increased at a CAGR of 22% from 2016 to 2020, showing that AMD was able to increase revenues consistently over the past few years.</p>\n<p>In 2020, AMD's revenues increased by 45% to $9.8 billion, its gross margin improved to 45% and AMD's net income was close to $2.5 billion. However, AMD recognized a $1.3 billion tax gain related to deferred tax assets, thus its 'clean' net income was close to $1.2 billion, which was nonetheless a big improvement compared to 2019 (net income of $341 million).</p>\n<p>Most of its revenue growth came from higher volumes in the computing and graphics business, which were boosted by several product launches during 2020, but also from the pandemic that led to higher demand for consumer electronics and gaming products, but also from higher revenue in the data center segment.</p>\n<p>During the first six months of 2021, AMD maintained a very strong operating momentum, boosted by its product portfolio. In the&nbsp;second quarter of 2021, AMD reported revenues of $3.85 billion (+99% YoY) to a new quarterly record, its gross margin increased to 48%, net income amounted to $710 million (+350% YoY) and free cash flow reached a new record of $888 million in the quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da23f4eb115916382eacd26ea68c89a4\" tg-width=\"595\" tg-height=\"295\" width=\"100%\" height=\"auto\"><span>Source: AMD.</span></p>\n<p>This outstanding performance was driven by all of its segments, but the Enterprise, Embedded and Semi-Custom segment had a stellar performance with revenues up by 160% YoY, showing that AMD's product portfolio is of great quality and is winning market share over its competitors, especially in the data center segment.</p>\n<p>This strong growth in data center is not expected to change soon, given that AMD has clearly a technological leadership over its main competitor Intel, which in my opinion can't be separated from TSMC's strong manufacturing capacities. Given that AMD is a fabless company, it relies heavily on TSMC's production capabilities, which are currently the most advanced in the industry.</p>\n<p>On the other hand, Intel has had several setbacks in its technological developments, namely the 7nm process delays and is not expected to be on par with TSMC in the next 2-3 years. Moreover, TSMC is already working on the 3nm process, which AMD can potentially use to improve even further its server's chips and maintain an edge over Intel in the coming years, even though in the coming months its new products are expected to be produced using the 5nm process.</p>\n<p>This competitive dynamic has been evident over the past few quarters, with AMD's revenue growth dwarfing Intel in the data center segment, which over the past few years has been the major growth area for Intel. As I've discussed recently on \"Intel Doesn't Offer Much Value\", Intel's recent announcement regarding its product portfolio didn't impress the market and it doesn't appear to be a game changer and therefore AMD is expected to continue to gain market share over the next 2-3 years.</p>\n<p>More recently, there were some&nbsp;rumors about possible price cuts&nbsp;from Intel to be more competitive, but in my opinion, this is the wrong approach because this is a segment where performance and energy efficiency are more important than just pricing, thus AMD's position is not expected to change unless new products from its competitors can beat AMD's EPYC processors on these measures.</p>\n<p>Going forward, AMD's growth rates should start to decrease somewhat as annual comparisons become tougher, but nevertheless its growth prospects over the medium term are quite good. Indeed, according to&nbsp;analysts' estimates, AMD's revenues are expected to be about $15.6 billion in 2021 (+60% YoY), while the annual growth rate should decrease to between 15-20% in the following four years, to revenues of about $28 billion by 2025. This represents a CAGR of around 16% over the next four years, which is still quite good. However, these expectations don't include the pending merger with Xilinx and if the deal goes ahead, AMD's annual revenue growth over the next five years may be close to 20%.</p>\n<p>Beyond strong revenue growth, AMD's margins are also expected to improve given that its gross margin was 45% in 2020 and should be above consistently above 50% after 2023. This means that earnings growth should be somewhat higher than revenue growth during this period, which makes sense as the company becomes more efficient as costs should increase at a lower rate than revenues, plus its margins can be even higher than currently expected through synergies achieve from the integration of Xilinx.</p>\n<p><b>AMD Balance Sheet &amp; Capital Returns</b></p>\n<p>Regarding its balance sheet, AMD has a very good position considering that at the end of June it had $3.79 billion in cash and cash equivalents, while its total debt was only $313 million. This financial profile is much improved from a few years ago and is not expected to change if the Xilinx deal is approved, as Xilinx also has a strong net cash position and cash flow generation will be improved for the combined companies.</p>\n<p>This means that AMD is nowadays in a good position to deliver strong capital returns to shareholders, while in the past its shareholder remuneration policy has been weaker. AMD does not pay dividends, but has done share buybacks, which I expect to remain the preferred way to return capital to shareholders in the short term.</p>\n<p>However, I think that a dividend distribution is possible over the next few years as the company has improved a lot its financial profile in recent years and has plenty of capacity to distribute a sustainable dividend over the long term. This would be a very positive signal from AMD's management about its confidence in the company's long-term fundamentals and could also be positive for its share price because it would attract a more diverse shareholder base.</p>\n<p><b>Bottom Line</b></p>\n<p>AMD's recent growth has been impressive and its financial profile is quite robust, a huge transformation from a few years ago. AMD has a strong product portfolio and a good competitive position in the semiconductor industry, being very well positioned to ride the secular growth trend expected in this industry over the next decade.</p>\n<p>Despite these strong fundamentals, AMD is&nbsp;tradingat about 36x its earnings expected over the coming 12 months, at a discount to other secular growth companies in the semiconductor industry, such as Nvidia or&nbsp;<b>ASML</b>(ASML) that trade closer to 50x forward earnings, being therefore attractive on a relative basis.</p>\n<p>Moreover, on an absolute basis my valuation approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of 2-4 years. Therefore, I'll 2025 estimates to see if AMD is currently undervalued or not and its historical valuation over the past couple of years based on earnings for the next 12 months (blended forward earnings).</p>\n<p>Its historical valuation, based on Bloomberg data, has been on average about 42x over the past two years, and taking into account 2025 EPS estimate of $5.06, my price target for end-2024 is $215 per share, which is only more than double AMD's current share price. This shows that AMD has strong upside potential over the next three years and is currently a great play for long-term investors that want to be exposed to the fastest growing companies in the semiconductor industry.</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>AMD Stock: One Of The Best Secular Growth Plays In The Semiconductor Industry</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock: One Of The Best Secular Growth Plays In The Semiconductor Industry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-17 19:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4455588-amd-one-of-the-best-secular-growth-plays-in-the-semiconductor-industry><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD has transformed its business and financial profile in the past few years, being now one of the best growth plays in the semiconductor industry.\nIts recent growth has been impressive, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4455588-amd-one-of-the-best-secular-growth-plays-in-the-semiconductor-industry\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4455588-amd-one-of-the-best-secular-growth-plays-in-the-semiconductor-industry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101041809","content_text":"Summary\n\nAMD has transformed its business and financial profile in the past few years, being now one of the best growth plays in the semiconductor industry.\nIts recent growth has been impressive, driven mainly by its product portfolio that has enabled AMD to report record revenues and earnings.\nIt is trading at a lower valuation compared to Nvidia or ASML and my price target is $215 per share by the end-2024.\n\nJHVEPhoto/iStock Editorial via Getty Images\nAdvanced Micro Devices(AMD) is a good play in the secular semiconductor growth theme, due to strong growth, a reasonable valuation compared to other companies with leading positions in their respective segment and strong upside potential over the next three years.\nAMD Overview\nAMD is a semiconductor company offering microprocessors for accelerated processing units (APUs) and for graphic processing units (GPUs). Its main competitors are Intel(INTC) and Nvidia(NVDA), which historically have been the leading companies in its respective segments (CPUs and GPUs). AMD was founded in 1969 and trades on the NASDAQ and has nowadays a market value of about $127 billion.\nAMD is a fabless company, which means that it designs its chips but does not have its own production facilities, relying on third-parties for the production phase of which its main supplier is the Taiwan Semiconductor Manufacturing Company(TSM). AMD has a diversified customer base, with no one representing more than 10% of its annual revenues, and more than 75% of its revenues are generated internationally showing that AMD is a global company.\nLast October, AMD entered intoan agreement to acquire Xilinx(XLNX), in an all-stock deal valued at $35 billion at the time. The strategic rationale of this acquisition is to enhance AMD's position in the industry, especially in the high performance computing segment. This deal is expected to close by the end of 2021 and should lead to cost synergies and stronger innovation and product differentiation, boding well for AMD's growth and profitability in the future.\nAMD's Growth\nAs I've analyzed in a previous article on \"ASML: A Fantastic Company For Long-Term Investors\", the semiconductor industry has very good long-term growth prospects due to several sources of innovation that should support growth for many years down the road across the industry.\nIndeed, according to MarketWatch, the semiconductor industry is projected to grow at a compounded annual growth rate (CAGR) of 8.6% during 2021-28, with the Logic segment being the major growth driver, which bodes quite well for AMD's growth prospects.\nBeyond positive industry tailwinds, AMD also has good growth prospects from improved fundamentals, as the company has improved significantly its competitive position in the industry compared to its history. While Intel was the leading chip company for many years in the PC segment, the rise of new technologies and chip applications in recent years has changed the industry landscape.\nAMD is now in a very good position to be a major player in the rise of high performance computing, artificial intelligence and gaming, which are growing markets and where AMD's market share is still relatively low. According to the company, total addressable market for data center, PCs and gaming is about $79 billion, thus AMD has plenty of growth opportunities both from overall industry growth and market share gains from its competitors.\nSource: AMD.\nThis is supported by AMD's product portfolio across several applications that is currently in a leadership position regarding performance, which is a critical factor for both individual and corporate customers when deciding to buy PCs for instance, and also power efficiency which is more important for data center customers.\nDuring 2020, AMD released multiple products based in advanced technologies of 7 nanometer (nm), including Ryzen for desktops, Radeon for gaming and expanded its EPYC processor family dedicated to data centers. This push from AMD has made it very competitive both with Intel and NVIDIA and has led to outstanding revenue growth in recent quarters, showing that demand in the Logic segment comes mainly from superior technology rather than pricing.\nThis bodes well for AMD's revenue growth in the near future as Intel has struggled to develop new products that are competitive and its recent product roadmap seems to be more of a catch-up to competitors, rather than returning to a leadership position.\nFor long-term investors, this means that AMD is well positioned to benefit from secular growth trends in the semiconductor industry, even though competition in the industry is fierce and Intel and NVIDIA are also constantly innovating and delivering new products into the market (NVIDIA is expected to enter the CPU market for high performance computing in 2023, for example) so the industry landscape can change quite rapidly and no player should assume that is capable to have an undisputed technological leadership over the long term.\nBeyond its growth opportunities in data center, PCs and gaming, AMD also has good prospects in the automotive industry, namely in supplying chips for infotainment systems. For instance, the company was able to gain Tesla(TSLA) as a customer over Intel in the Model S/X infotainment systems, even though its presence in the automotive industry remains limited.\nTo strengthen AMD's position into new industries, such as automotive, AMD agreed almost one year ago to buy Xilinx, a combination that would diversify further its business and also strengthen its position in data centers. This would increase AMD's total addressable market to about $110 billion and is expected to be financially accretive before synergies, making this deal very interesting for AMD. It is not certain that the deal will be approved in all countries (with China possibly being the more difficult to get regulatory approval), but if it gets the 'green light' the market will, most likely, receive well this deal.\nSource: AMD.\nAMD Financial Performance\nRegarding its financial performance, AMD has a very good history especially over the past couple of years. Supported by the company's improved product portfolio, AMD's revenues and earnings increased markedly, with the company reporting record results in the last year. Nevertheless, AMD's revenues increased at a CAGR of 22% from 2016 to 2020, showing that AMD was able to increase revenues consistently over the past few years.\nIn 2020, AMD's revenues increased by 45% to $9.8 billion, its gross margin improved to 45% and AMD's net income was close to $2.5 billion. However, AMD recognized a $1.3 billion tax gain related to deferred tax assets, thus its 'clean' net income was close to $1.2 billion, which was nonetheless a big improvement compared to 2019 (net income of $341 million).\nMost of its revenue growth came from higher volumes in the computing and graphics business, which were boosted by several product launches during 2020, but also from the pandemic that led to higher demand for consumer electronics and gaming products, but also from higher revenue in the data center segment.\nDuring the first six months of 2021, AMD maintained a very strong operating momentum, boosted by its product portfolio. In the second quarter of 2021, AMD reported revenues of $3.85 billion (+99% YoY) to a new quarterly record, its gross margin increased to 48%, net income amounted to $710 million (+350% YoY) and free cash flow reached a new record of $888 million in the quarter.\nSource: AMD.\nThis outstanding performance was driven by all of its segments, but the Enterprise, Embedded and Semi-Custom segment had a stellar performance with revenues up by 160% YoY, showing that AMD's product portfolio is of great quality and is winning market share over its competitors, especially in the data center segment.\nThis strong growth in data center is not expected to change soon, given that AMD has clearly a technological leadership over its main competitor Intel, which in my opinion can't be separated from TSMC's strong manufacturing capacities. Given that AMD is a fabless company, it relies heavily on TSMC's production capabilities, which are currently the most advanced in the industry.\nOn the other hand, Intel has had several setbacks in its technological developments, namely the 7nm process delays and is not expected to be on par with TSMC in the next 2-3 years. Moreover, TSMC is already working on the 3nm process, which AMD can potentially use to improve even further its server's chips and maintain an edge over Intel in the coming years, even though in the coming months its new products are expected to be produced using the 5nm process.\nThis competitive dynamic has been evident over the past few quarters, with AMD's revenue growth dwarfing Intel in the data center segment, which over the past few years has been the major growth area for Intel. As I've discussed recently on \"Intel Doesn't Offer Much Value\", Intel's recent announcement regarding its product portfolio didn't impress the market and it doesn't appear to be a game changer and therefore AMD is expected to continue to gain market share over the next 2-3 years.\nMore recently, there were some rumors about possible price cuts from Intel to be more competitive, but in my opinion, this is the wrong approach because this is a segment where performance and energy efficiency are more important than just pricing, thus AMD's position is not expected to change unless new products from its competitors can beat AMD's EPYC processors on these measures.\nGoing forward, AMD's growth rates should start to decrease somewhat as annual comparisons become tougher, but nevertheless its growth prospects over the medium term are quite good. Indeed, according to analysts' estimates, AMD's revenues are expected to be about $15.6 billion in 2021 (+60% YoY), while the annual growth rate should decrease to between 15-20% in the following four years, to revenues of about $28 billion by 2025. This represents a CAGR of around 16% over the next four years, which is still quite good. However, these expectations don't include the pending merger with Xilinx and if the deal goes ahead, AMD's annual revenue growth over the next five years may be close to 20%.\nBeyond strong revenue growth, AMD's margins are also expected to improve given that its gross margin was 45% in 2020 and should be above consistently above 50% after 2023. This means that earnings growth should be somewhat higher than revenue growth during this period, which makes sense as the company becomes more efficient as costs should increase at a lower rate than revenues, plus its margins can be even higher than currently expected through synergies achieve from the integration of Xilinx.\nAMD Balance Sheet & Capital Returns\nRegarding its balance sheet, AMD has a very good position considering that at the end of June it had $3.79 billion in cash and cash equivalents, while its total debt was only $313 million. This financial profile is much improved from a few years ago and is not expected to change if the Xilinx deal is approved, as Xilinx also has a strong net cash position and cash flow generation will be improved for the combined companies.\nThis means that AMD is nowadays in a good position to deliver strong capital returns to shareholders, while in the past its shareholder remuneration policy has been weaker. AMD does not pay dividends, but has done share buybacks, which I expect to remain the preferred way to return capital to shareholders in the short term.\nHowever, I think that a dividend distribution is possible over the next few years as the company has improved a lot its financial profile in recent years and has plenty of capacity to distribute a sustainable dividend over the long term. This would be a very positive signal from AMD's management about its confidence in the company's long-term fundamentals and could also be positive for its share price because it would attract a more diverse shareholder base.\nBottom Line\nAMD's recent growth has been impressive and its financial profile is quite robust, a huge transformation from a few years ago. AMD has a strong product portfolio and a good competitive position in the semiconductor industry, being very well positioned to ride the secular growth trend expected in this industry over the next decade.\nDespite these strong fundamentals, AMD is tradingat about 36x its earnings expected over the coming 12 months, at a discount to other secular growth companies in the semiconductor industry, such as Nvidia or ASML(ASML) that trade closer to 50x forward earnings, being therefore attractive on a relative basis.\nMoreover, on an absolute basis my valuation approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of 2-4 years. Therefore, I'll 2025 estimates to see if AMD is currently undervalued or not and its historical valuation over the past couple of years based on earnings for the next 12 months (blended forward earnings).\nIts historical valuation, based on Bloomberg data, has been on average about 42x over the past two years, and taking into account 2025 EPS estimate of $5.06, my price target for end-2024 is $215 per share, which is only more than double AMD's current share price. This shows that AMD has strong upside potential over the next three years and is currently a great play for long-term investors that want to be exposed to the fastest growing companies in the semiconductor industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883529343,"gmtCreate":1631256942582,"gmtModify":1631891351851,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like thank you 😊&nbsp;","listText":"Pls like thank you 😊&nbsp;","text":"Pls like thank you 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/883529343","repostId":"2166120346","repostType":4,"repost":{"id":"2166120346","pubTimestamp":1631240205,"share":"https://www.laohu8.com/m/news/2166120346?lang=&edition=full","pubTime":"2021-09-10 10:16","market":"us","language":"en","title":"2 Top Growth Stocks to Buy Right Now and Hold for the Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2166120346","media":"Motley Fool","summary":"Apple and PayPal have delivered years of big gains for their shareholders, and their growth stories are far from over.","content":"<p>Some investors are growing concerned about the state of the economy, inflation, and the direction the stock market might go next. Regardless of what happens in the near term, though, successful investing is about buying shares in strong companies and sticking with them for many years.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> top growth stocks that are poised to deliver market-beating returns over the next decade or more are <b>Apple</b>&nbsp;(NASDAQ:AAPL) and <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> (NASDAQ:PYPL). Here are the key factors that should fuel their prospects for a long time.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F642221%2Fhappy_ipad_user.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Apple</h2>\n<p>Apple has all the qualities that long-term investors should look for in a stock. It has a loyal base of customers making use of 1.65 billion active Apple devices. It generates loads of cash -- $95 billion in free cash flow over the last four quarters alone. Above all, it has tremendous brand power combined with a very sticky ecosystem of services.</p>\n<p>Smartphone rival Samsung just launched its latest round of foldable phones -- the Galaxy Z Fold 3 and Galaxy Z Flip 3 -- and they've received good reviews. Apple still hasn't unveiled a competing offering, but it's always late to the party when it comes to adopting the latest technologies. Yet its customer satisfaction rates remain high, driving a record $347 billion in total spending on products and services over the last year.</p>\n<p>What keeps Apple users from jumping ship to competitors' products is the software experience. Its ever-growing suite of services, accessories, and features forms a wide competitive moat. Services revenue increased 28% year over year through the first three quarters of fiscal 2021. Sales of wearables and accessories, including the Apple Watch, grew 30%. The array of apps and features like Handoff, which allows a user to switch seamlessly from an app on an iOS device to a Mac, makes Apple's devices work better together, which gives customers an extra incentive to just stick with the company for all of their tech needs.</p>\n<p>It's no surprise that Apple continues to report strong growth for non-iPhone products. Mac sales surged 16% year over year in the most recent quarter. Moreover, the new M1-based Macs, featuring Apple's new internally developed processor, position the company to squeeze extra profit out of its computer business since the M1 chip is estimated to cost Apple less than the <b>Intel</b> chips it previously used.</p>\n<p>As for iPhones, consumers are getting more interested in upgrading to 5G devices, which is expected to make the launch of the iPhone 13 a big <a href=\"https://laohu8.com/S/AONE.U\">one</a>. The prospect of a strong upgrade cycle to 5G devices, combined with the continued growth of its higher-margin services business, makes Apple a solid investment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e10ab183314b301aeed89ba7c4e8015\" tg-width=\"700\" tg-height=\"465\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>PayPal</h2>\n<p>PayPal has delivered many years of consistent growth, previously as part of <b><a href=\"https://laohu8.com/S/EBAY\">eBay</a></b> and now as an independent company, but the pandemic has accelerated the trend away from cash and toward digital payments. A <b>Mastercard</b> survey found that 71% of consumers expect to use cash for transactions less often in the future, which plays right into the hands of PayPal.</p>\n<p>The digital payments provider's customer engagement has steadily climbed in recent years and should continue to do so. Since the end of 2017, transactions per account have climbed from 33.6 on a trailing-12-month basis to 43.5 as of the second quarter of 2021. This means the average customer still uses their PayPal account less than once per week, but there are good reasons to expect this metric to continue rising.</p>\n<p>Recent introductions of a cryptocurrency trading feature and a buy-now, pay-later option, plus the potential for adding the ability to trade stocks from within the app, could significantly grow engagement across PayPal's 403 million active accounts.</p>\n<p>This growing array of services and features has a direct correlation with PayPal's rising revenue. For example, it has seen a 19% increase in total payment volume from customers who use its QR codes to check out at stores.</p>\n<p>The company has experienced phenomenal growth, and the stock delivered a massive return of 640% over the last five years. Its revenue also more than doubled, and that is with customers still using their accounts less than once per week on average. PayPal could grow enormously from here if engagement strengthens, which is management's goal.&nbsp;For these reasons, this growth stock&nbsp;should remain a rewarding investment for years to come.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Top Growth Stocks to Buy Right Now and Hold for the Long Term</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Top Growth Stocks to Buy Right Now and Hold for the Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/09/2-top-growth-stocks-to-buy-and-hold-for-long-term/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some investors are growing concerned about the state of the economy, inflation, and the direction the stock market might go next. Regardless of what happens in the near term, though, successful ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/09/2-top-growth-stocks-to-buy-and-hold-for-long-term/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","PYPL":"PayPal"},"source_url":"https://www.fool.com/investing/2021/09/09/2-top-growth-stocks-to-buy-and-hold-for-long-term/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166120346","content_text":"Some investors are growing concerned about the state of the economy, inflation, and the direction the stock market might go next. Regardless of what happens in the near term, though, successful investing is about buying shares in strong companies and sticking with them for many years.\nTwo top growth stocks that are poised to deliver market-beating returns over the next decade or more are Apple (NASDAQ:AAPL) and PayPal (NASDAQ:PYPL). Here are the key factors that should fuel their prospects for a long time.\nImage source: Getty Images.\nApple\nApple has all the qualities that long-term investors should look for in a stock. It has a loyal base of customers making use of 1.65 billion active Apple devices. It generates loads of cash -- $95 billion in free cash flow over the last four quarters alone. Above all, it has tremendous brand power combined with a very sticky ecosystem of services.\nSmartphone rival Samsung just launched its latest round of foldable phones -- the Galaxy Z Fold 3 and Galaxy Z Flip 3 -- and they've received good reviews. Apple still hasn't unveiled a competing offering, but it's always late to the party when it comes to adopting the latest technologies. Yet its customer satisfaction rates remain high, driving a record $347 billion in total spending on products and services over the last year.\nWhat keeps Apple users from jumping ship to competitors' products is the software experience. Its ever-growing suite of services, accessories, and features forms a wide competitive moat. Services revenue increased 28% year over year through the first three quarters of fiscal 2021. Sales of wearables and accessories, including the Apple Watch, grew 30%. The array of apps and features like Handoff, which allows a user to switch seamlessly from an app on an iOS device to a Mac, makes Apple's devices work better together, which gives customers an extra incentive to just stick with the company for all of their tech needs.\nIt's no surprise that Apple continues to report strong growth for non-iPhone products. Mac sales surged 16% year over year in the most recent quarter. Moreover, the new M1-based Macs, featuring Apple's new internally developed processor, position the company to squeeze extra profit out of its computer business since the M1 chip is estimated to cost Apple less than the Intel chips it previously used.\nAs for iPhones, consumers are getting more interested in upgrading to 5G devices, which is expected to make the launch of the iPhone 13 a big one. The prospect of a strong upgrade cycle to 5G devices, combined with the continued growth of its higher-margin services business, makes Apple a solid investment.\nImage source: Getty Images.\nPayPal\nPayPal has delivered many years of consistent growth, previously as part of eBay and now as an independent company, but the pandemic has accelerated the trend away from cash and toward digital payments. A Mastercard survey found that 71% of consumers expect to use cash for transactions less often in the future, which plays right into the hands of PayPal.\nThe digital payments provider's customer engagement has steadily climbed in recent years and should continue to do so. Since the end of 2017, transactions per account have climbed from 33.6 on a trailing-12-month basis to 43.5 as of the second quarter of 2021. This means the average customer still uses their PayPal account less than once per week, but there are good reasons to expect this metric to continue rising.\nRecent introductions of a cryptocurrency trading feature and a buy-now, pay-later option, plus the potential for adding the ability to trade stocks from within the app, could significantly grow engagement across PayPal's 403 million active accounts.\nThis growing array of services and features has a direct correlation with PayPal's rising revenue. For example, it has seen a 19% increase in total payment volume from customers who use its QR codes to check out at stores.\nThe company has experienced phenomenal growth, and the stock delivered a massive return of 640% over the last five years. Its revenue also more than doubled, and that is with customers still using their accounts less than once per week on average. PayPal could grow enormously from here if engagement strengthens, which is management's goal. For these reasons, this growth stock should remain a rewarding investment for years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807360186,"gmtCreate":1628000852845,"gmtModify":1631891351886,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like &amp; comment, thankss 😊","listText":"Pls like &amp; comment, thankss 😊","text":"Pls like & comment, thankss 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/807360186","repostId":"1181392592","repostType":4,"repost":{"id":"1181392592","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":1627999893,"share":"https://www.laohu8.com/m/news/1181392592?lang=&edition=full","pubTime":"2021-08-03 22:11","market":"us","language":"en","title":"EV stocks tumbled in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1181392592","media":"Tiger Newspress","summary":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","content":"<p>(Aug&nbsp;3)&nbsp;Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p>\n<p><img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></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>EV stocks tumbled in morning 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\">\nEV stocks tumbled in morning 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\">2021-08-03 22:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug&nbsp;3)&nbsp;Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p>\n<p><img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></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":"1181392592","content_text":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":845105597,"gmtCreate":1636296413321,"gmtModify":1636296413697,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls comment &amp; like, thank you :)&nbsp;","listText":"Pls comment &amp; like, thank you :)&nbsp;","text":"Pls comment & like, thank you :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/845105597","repostId":"2181074782","repostType":4,"repost":{"id":"2181074782","pubTimestamp":1636246800,"share":"https://www.laohu8.com/m/news/2181074782?lang=&edition=full","pubTime":"2021-11-07 09:00","market":"us","language":"en","title":"3 Biggest Stock Market Predictions for November","url":"https://stock-news.laohu8.com/highlight/detail?id=2181074782","media":"Motley Fool","summary":"Guessing what the market will do at any given time isn't easy, but there are indicators out there if you know what to look for.","content":"<p>November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like what we saw after a few October big tech earnings releases that fell short of expectations. But let's focus on the positives this month.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> markets should be on the radar of every investor. And the news about innovation, revenue outlooks, and adopting an attitude that the \"future is now\" all offer the potential to produce millionaires out of even the most average investors if they are willing to take a long-term approach.</p>\n<p>With all that in mind, here are three predictions about November markets.</p>\n<h2>1. The market opportunity in EVs and self-driving technology will climb higher</h2>\n<p>It's easy to see the long-term growth potential in the automotive market as it relates to electric vehicles (EVs). Automakers like <b>Tesla</b> are an obvious example. But also <b>Chargepoint Holdings, </b>which is building out the largest EV charging network in the world,&nbsp;and my favorite turnaround play, <b>BlackBerry, </b>with its increasingly popular QNX operating system for EVs. As earnings results come out this month and an initial public offering from electric truck maker Rivian launches next week, the EV hype is likely to heat up further in November.</p>\n<p>Supply chain constraints have raised concerns throughout the automotive market this year because, without the necessary raw materials and parts, particularly semiconductors, unfinished vehicles are left sitting waiting for components. In May it was expected that we would see a shortfall of 3.9 million vehicles produced this year. That number was revised upward in September to 7.7 million, and it's expected to cost automakers an estimated $210 billion this year.</p>\n<p>But delays present opportunities. Eventually, the supply chain will correct itself, though it may take until early 2023. In these uncertain times, companies that best manage costs, optimize the resources available, and stay on the planned path toward growth will reward investors.</p>\n<p>Take <b>Ford</b> (NYSE:F), for example. The company posted third-quarter results on Oct. 27, beating consensus estimates by 9.8% and 89% on quarterly revenue and earnings, respectively. It also raised its full-year revenue guidance by 15%, and topped off its report with news of a reinstated quarterly dividend of $0.10 per share to take effect on Dec. 1.</p>\n<p>During the earnings call, Ford management stated that although supply constraints continue, the third quarter was better than the previous quarter in terms of resource availability. This points toward growth even in the face of supply headwinds, powered by an ongoing revolution in the EV market. Analysts project the EV market to progress at a compound annual growth rate of 24.3% through 2028.</p>\n<h2>2. The metaverse will see big gains virtually and market-wise</h2>\n<p>Running parallel with the growth in the material world of electric and autonomous vehicles is the digital world of virtual and augmented reality known as the metaverse. The companies driving the future of the metaverse can be found in the holdings of the <b><a href=\"https://laohu8.com/S/META\">Roundhill Ball Metaverse ETF</a></b> (NYSEMKT:META).</p>\n<p>Our kids may be more familiar with the metaverse than we are. It's evidenced in numerous video console games such as <i>Fortnite</i>, <i>Minecraft</i>, and <i>Flight Sim</i>, where players create virtual worlds, interacting with each other in these metaverse creations.</p>\n<p><b>Microsoft</b> announced earlier this week that it intends to expand on its Microsoft Teams package by developing metaverse technology for collaboration using 3D avatars that represent meeting attendees who are present but would rather not be on camera. Eventually this will either coincide or compete with developments by <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (formerly known as Facebook) as it rebrands and expands its offerings along the same lines.</p>\n<p>For long-term investors, these trends create an almost no-lose scenario. As advancements in technology take us into the future, demand will swell and revenue will be generated. And it will most likely be multiple companies reaping the benefits.</p>\n<p>Investors looking to benefit from it all may be well served by the Roundhill Ball Metaverse ETF. It was launched on June 30, and it is quickly gaining trading volume. As of August, the ETF had $50 million in assets under management (AUM). By September, AUM doubled to $100 million. Today, the number sits at $176 million, while trading volume in the ETF has also risen. The average daily volume is at 300,000, while more recently it has seen daily volume exceeding 1 million shares on select days.</p>\n<p>Its top 10 holdings are an impressive list: <b>Nvidia</b>, Microsoft, <b>Roblox</b>, Meta Platforms, <b>Unity Software</b>, <b>Immersion Corp.</b>, <b>Autodesk</b>, <b>Sea Limited</b>, <b>Amazon</b>, and <b>Tencent Holdings</b>.</p>\n<p>I wouldn't be surprised to see the average 20-day daily volume double by the end of this month, combined with a 10% gain in the ETF share price for November.</p>\n<h2>3. Apple is still fresh and its stock will top 52-week highs</h2>\n<p>The intelligent EV market and the metaverse intersect in what has become a staple company and foundational portfolio stock: <b>Apple&nbsp;</b>(NASDAQ:AAPL). According to multiple sources, Apple is developing eyeglasses for the metaverse, while also working on self-driving technology and electric mobility to serve the vehicular market while potentially developing a self-driving car of its own.</p>\n<p>The future of our technology world is upon us, and November could be a pivotal entry point for investors into many of these stocks that will provide big gains for years to come.</p>\n<p>When Apple came out with a miss on quarterly revenue at the end of October, management noted that supply constraints impacted the company at a cost of $6 billion. But <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing that seems to keep getting overlooked during these earnings conference calls is that Apple's revenue continues to climb year over year regardless of whether the consensus estimates are accurate or overblown.</p>\n<p>The company continues to benefit greatly from iPhone sales, but unit sales no longer make up even half of its total revenue. Per Statista, from 2012 to now, Apple has seen iPhone sales decline from 51% of total revenue to 49%. Meanwhile, services revenue has grown from 6.5% to 21%. The gross margin on services is now 60%, whereas iPhone profit margin is closer to 35%. So as the company generates more services offerings, and innovative technology progresses, the dust will settle from concerns over supply constraints and a revenue miss, and a clearer picture will emerge.</p>\n<p>My November prediction is that Apple stock will top its 52-week high of $157.26 a share.</p>\n<h2>Seeing the forest through the trees</h2>\n<p>October was a month of volatility and concern over supply constraints and earnings warnings. But when those warnings lead to nervous selling based on short-term what-ifs and fear of the unknown, the long-term investor is provided with an opportunity. And if history repeats itself, this November will provide the springboard to that opportunity. The<b> S&amp;P 500</b> average return is 1.57% in the month of November, with 29 of the past 40 Novembers being in positive territory, led by 2020 at 11.8% -- the best November in history.</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 Biggest Stock Market Predictions for November</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 Biggest Stock Market Predictions for November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-07 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/06/my-3-biggest-stock-market-predictions-for-november/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/06/my-3-biggest-stock-market-predictions-for-november/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/11/06/my-3-biggest-stock-market-predictions-for-november/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181074782","content_text":"November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like what we saw after a few October big tech earnings releases that fell short of expectations. But let's focus on the positives this month.\nTwo markets should be on the radar of every investor. And the news about innovation, revenue outlooks, and adopting an attitude that the \"future is now\" all offer the potential to produce millionaires out of even the most average investors if they are willing to take a long-term approach.\nWith all that in mind, here are three predictions about November markets.\n1. The market opportunity in EVs and self-driving technology will climb higher\nIt's easy to see the long-term growth potential in the automotive market as it relates to electric vehicles (EVs). Automakers like Tesla are an obvious example. But also Chargepoint Holdings, which is building out the largest EV charging network in the world, and my favorite turnaround play, BlackBerry, with its increasingly popular QNX operating system for EVs. As earnings results come out this month and an initial public offering from electric truck maker Rivian launches next week, the EV hype is likely to heat up further in November.\nSupply chain constraints have raised concerns throughout the automotive market this year because, without the necessary raw materials and parts, particularly semiconductors, unfinished vehicles are left sitting waiting for components. In May it was expected that we would see a shortfall of 3.9 million vehicles produced this year. That number was revised upward in September to 7.7 million, and it's expected to cost automakers an estimated $210 billion this year.\nBut delays present opportunities. Eventually, the supply chain will correct itself, though it may take until early 2023. In these uncertain times, companies that best manage costs, optimize the resources available, and stay on the planned path toward growth will reward investors.\nTake Ford (NYSE:F), for example. The company posted third-quarter results on Oct. 27, beating consensus estimates by 9.8% and 89% on quarterly revenue and earnings, respectively. It also raised its full-year revenue guidance by 15%, and topped off its report with news of a reinstated quarterly dividend of $0.10 per share to take effect on Dec. 1.\nDuring the earnings call, Ford management stated that although supply constraints continue, the third quarter was better than the previous quarter in terms of resource availability. This points toward growth even in the face of supply headwinds, powered by an ongoing revolution in the EV market. Analysts project the EV market to progress at a compound annual growth rate of 24.3% through 2028.\n2. The metaverse will see big gains virtually and market-wise\nRunning parallel with the growth in the material world of electric and autonomous vehicles is the digital world of virtual and augmented reality known as the metaverse. The companies driving the future of the metaverse can be found in the holdings of the Roundhill Ball Metaverse ETF (NYSEMKT:META).\nOur kids may be more familiar with the metaverse than we are. It's evidenced in numerous video console games such as Fortnite, Minecraft, and Flight Sim, where players create virtual worlds, interacting with each other in these metaverse creations.\nMicrosoft announced earlier this week that it intends to expand on its Microsoft Teams package by developing metaverse technology for collaboration using 3D avatars that represent meeting attendees who are present but would rather not be on camera. Eventually this will either coincide or compete with developments by Meta Platforms (formerly known as Facebook) as it rebrands and expands its offerings along the same lines.\nFor long-term investors, these trends create an almost no-lose scenario. As advancements in technology take us into the future, demand will swell and revenue will be generated. And it will most likely be multiple companies reaping the benefits.\nInvestors looking to benefit from it all may be well served by the Roundhill Ball Metaverse ETF. It was launched on June 30, and it is quickly gaining trading volume. As of August, the ETF had $50 million in assets under management (AUM). By September, AUM doubled to $100 million. Today, the number sits at $176 million, while trading volume in the ETF has also risen. The average daily volume is at 300,000, while more recently it has seen daily volume exceeding 1 million shares on select days.\nIts top 10 holdings are an impressive list: Nvidia, Microsoft, Roblox, Meta Platforms, Unity Software, Immersion Corp., Autodesk, Sea Limited, Amazon, and Tencent Holdings.\nI wouldn't be surprised to see the average 20-day daily volume double by the end of this month, combined with a 10% gain in the ETF share price for November.\n3. Apple is still fresh and its stock will top 52-week highs\nThe intelligent EV market and the metaverse intersect in what has become a staple company and foundational portfolio stock: Apple (NASDAQ:AAPL). According to multiple sources, Apple is developing eyeglasses for the metaverse, while also working on self-driving technology and electric mobility to serve the vehicular market while potentially developing a self-driving car of its own.\nThe future of our technology world is upon us, and November could be a pivotal entry point for investors into many of these stocks that will provide big gains for years to come.\nWhen Apple came out with a miss on quarterly revenue at the end of October, management noted that supply constraints impacted the company at a cost of $6 billion. But one thing that seems to keep getting overlooked during these earnings conference calls is that Apple's revenue continues to climb year over year regardless of whether the consensus estimates are accurate or overblown.\nThe company continues to benefit greatly from iPhone sales, but unit sales no longer make up even half of its total revenue. Per Statista, from 2012 to now, Apple has seen iPhone sales decline from 51% of total revenue to 49%. Meanwhile, services revenue has grown from 6.5% to 21%. The gross margin on services is now 60%, whereas iPhone profit margin is closer to 35%. So as the company generates more services offerings, and innovative technology progresses, the dust will settle from concerns over supply constraints and a revenue miss, and a clearer picture will emerge.\nMy November prediction is that Apple stock will top its 52-week high of $157.26 a share.\nSeeing the forest through the trees\nOctober was a month of volatility and concern over supply constraints and earnings warnings. But when those warnings lead to nervous selling based on short-term what-ifs and fear of the unknown, the long-term investor is provided with an opportunity. And if history repeats itself, this November will provide the springboard to that opportunity. The S&P 500 average return is 1.57% in the month of November, with 29 of the past 40 Novembers being in positive territory, led by 2020 at 11.8% -- the best November in history.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853994168,"gmtCreate":1634750769485,"gmtModify":1634750769866,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Crazy","listText":"Crazy","text":"Crazy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/853994168","repostId":"1181418547","repostType":4,"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830152441,"gmtCreate":1629035550083,"gmtModify":1631891351854,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like and comment, thank you 😊","listText":"Pls like and comment, thank you 😊","text":"Pls like and comment, thank you 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/830152441","repostId":"1138705612","repostType":4,"repost":{"id":"1138705612","pubTimestamp":1628995730,"share":"https://www.laohu8.com/m/news/1138705612?lang=&edition=full","pubTime":"2021-08-15 10:48","market":"us","language":"en","title":"AMD, Intel, And Nvidia: Which Is The Best Chip Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138705612","media":"seekingalpha","summary":"AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.This left ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>\n <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>\n <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&amp;D, marketing, and pricing.</li>\n <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p>\n<p>Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p>\n<p>This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p>\n<p>AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p>\n<p>However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p>\n<p><b>The Ins And Outs of Intel</b></p>\n<p>An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p>\n<p>Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p>\n<p>Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p>\n<p>Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p>\n<p>At the end of Q1, AMD held 19.30% of the x86 desktop&nbsp;market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5%&nbsp;market&nbsp;share in Q4 of 2019.</p>\n<p>Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU&nbsp;market.</p>\n<p>The company has an enormous R&amp;D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p>\n<p>Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p>\n<p>However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p>\n<p>Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p>\n<p><b>An Overview of AMD</b></p>\n<p>In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p>\n<p>However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p>Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p>\n<p>AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p>\n<p>In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p>\n<p>However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p>\n<p>Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p>\n<p>Late last year,AMD entered intoa deal&nbsp;to acquire&nbsp;Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p>\n<p>The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p>\n<p>AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p>\n<p><b>A Survey of NVIDIA</b></p>\n<p>NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p>\n<p>The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p>\n<p>The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p>\n<p>GPUs are being teamed with CPUs to&nbsp;enhance&nbsp;computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to&nbsp;autonomous&nbsp;vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p>\n<p>AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p>\n<p>ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p>\n<p>Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p>\n<p>Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p><b>Valuation Metrics</b></p>\n<p>The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p>\n<p>Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p>\n<p>Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p>\n<p>Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p>\n<p>Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p>\n<p>Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p>\n<p><b>=Advantage AMD</b></p>\n<p><b>Analysts’ Price Targets</b></p>\n<p>NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p>\n<p>AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p>\n<p>Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p>\n<p>Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p>\n<p><b>=Tie AMD/INTC</b></p>\n<p><b>Growth Rates</b></p>\n<p>The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p>\n<p>While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p>\n<p>Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p>\n<p><b>=Advantage AMD</b></p>\n<p>I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p>\n<p>I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p>\n<p><b>Debt Metrics</b></p>\n<p>NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p>\n<p>AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p>\n<p>Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p>\n<p>All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p>\n<p><b>R&amp;D Budgets</b></p>\n<p>This is the first time I have&nbsp;compared&nbsp;the R&amp;D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p>\n<p>Last fiscal year, Intel devoted over $13.5 billion to R&amp;D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p>\n<p>AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&amp;D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p>\n<p>I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&amp;D budgets.</p>\n<p><b>=Advantage INTC</b></p>\n<p><b>Bottom Line: Which Is The Best Chip Stock?</b></p>\n<p>To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p>\n<p>Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p>\n<p>The degree of success Intel finds as its&nbsp;planned&nbsp;foundries come online is another factor that should be weighed.</p>\n<p>A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p>\n<p>On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p>\n<p>While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p>\n<p>However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p>\n<p>With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p>\n<p>I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p>\n<p>I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p>\n<p>For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA&nbsp;contributor&nbsp;Keyanoush Razavidinani.</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>AMD, Intel, And Nvidia: Which Is The Best Chip Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD, Intel, And Nvidia: Which Is The Best Chip Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips ...</p>\n\n<a href=\"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138705612","content_text":"Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.\nEven so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.\nNvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.\n\nAndy/iStock via Getty Images\nIntel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.\nThis left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.\nAMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.\nHowever, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.\nThe Ins And Outs of Intel\nAn understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.\nConsequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.\nGaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.\nUntil fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.\nAt the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.\nDespite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.\nThe company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.\nInvestors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.\nHowever, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.\nIntel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.\nAn Overview of AMD\nIn years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.\nHowever, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.\nSource:Q2 Earnings Presentation\nSource:Q2 Earnings Presentation\nLike Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.\nAMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.\nSource:Seeking Alpha\nAMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.\nIn regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.\nSource:tom'sHARDWARE\nHowever, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.\nAlthough AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.\nLate last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.\nThe Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.\nAMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.\nA Survey of NVIDIA\nNVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.\nThe chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.\nSource:AMD Investor Presentation\nThe firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.\nGPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud\nAI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.\nARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.\nPerhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.\nUnfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.\nHead-To-Head Comparisons\nValuation Metrics\nThe following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.\nSource:Seeking Alpha Premium/ chart by author\nNext, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.\nChart by author\nNote that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.\nPerusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.\nCount me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.\nDo not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.\n=Advantage AMD\nAnalysts’ Price Targets\nNVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.\nAMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.\nIntel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.\nInvestors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.\n=Tie AMD/INTC\nGrowth Rates\nThe next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.\nSource:Seeking Alpha Premium/ Chart by author\nWhile investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.\nAdvanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.\n=Advantage AMD\nI considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.\nI often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.\nDebt Metrics\nNVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.\nAMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.\nIntel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.\nAll three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.\nR&D Budgets\nThis is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.\nLast fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.\nAMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.\nI should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.\n=Advantage INTC\nBottom Line: Which Is The Best Chip Stock?\nTo arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.\nBecause ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.\nThe degree of success Intel finds as its planned foundries come online is another factor that should be weighed.\nA development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.\nOn the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.\nWhile AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.\nHowever, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.\nWith that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.\nI also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.\nI rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.\nFor additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355372665,"gmtCreate":1617031656457,"gmtModify":1634523003203,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Hold strong and for the long term 💪🙌","listText":"Hold strong and for the long term 💪🙌","text":"Hold strong and for the long term 💪🙌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/355372665","repostId":"1192930137","repostType":4,"repost":{"id":"1192930137","pubTimestamp":1617021734,"share":"https://www.laohu8.com/m/news/1192930137?lang=&edition=full","pubTime":"2021-03-29 20:42","market":"us","language":"en","title":"ARK Innovation Fund Has Reshuffled Its Holdings. What That Means for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1192930137","media":"Barron's","summary":"Pretty much everything changed in 2020—some things more than others.The ARK Innovation exchange-trad","content":"<p>Pretty much everything changed in 2020—some things more than others.</p><p>The ARK Innovation exchange-traded fund (ticker: ARKK) went from a somewhat sleepy actively managed fund that returned 36% in 2019, to the top performer in 2020, returning 153% and making its manager,ARK Investment founder Cathie Wood, a household name. But ARK Innovation ishaving a rough 2021: After rising another 26% by mid-February, the $22 billion ETF has tumbled over the past six weeks, and is now down 9% year to date. Investors need to understand the dramatic portfolio changes that have occurred in the past year to see what they own and determine the fund’s role in their portfolios.</p><p>For starters: A year ago, ARK Innovation was a small-company fund. Today, it’s solidly mid-cap, with 51% of its assets in large-company stocks. The average market cap of its holdings has increased from $5 billion last March to $39 billion by the end of February. That, in large part, is due to how much many holdings have run up. Notably, top holdingTesla(TSLA) has returned 500% in the past year even after the recent pullback.</p><p>Many active funds have limitations on the size of companies they can buy and continue to own. ARK Innovation doesn’t have such constraints. It’s open to stocks up and down the capitalization spectrum—from the $594 billion Tesla to the $1 billionCerus(CERS). “We don’t really look at market caps. We are pretty agnostic to that,” says Ren Leggi, ARK’s client portfolio manager. “We’re looking at where innovation takes us.”</p><p>The growth of its existing holdings only partially explains the fund’s tilt toward larger stocks. Over the past few months, ARK Innovation has also been selling shares in smaller-cap firms, many in biotech, includingOrganovo Holdings(ONVO),Seres Therapeutics(MCRB), Compugen(CGEN), andEditas Medicine(EDIT).</p><p>Meanwhile, the fund has added a significant amount of large-cap internet stocks likePayPal Holdings(PYPL), Shopify(SHOP),Zoom Video Communications(ZM); and foreign firms such as Tencent Holdings(TCEHY), Baidu(BIDU),Sea(SE), and Nintendo(NTDOY). The ETF owned none of those names last July.</p><p><img src=\"https://static.tigerbbs.com/1e1bf566255ea478e6111c62695a5ade\" tg-width=\"677\" tg-height=\"357\" referrerpolicy=\"no-referrer\">The recent trading has shifted ARK Innovation’s sector composition as well. In March 2020, biotech and diagnostics were the largest industries in the fund, making up 22% and 15% of the portfolio, respectively. By the end of February, biotech only made up 14%, and diagnostics, 8%.</p><p>Meanwhile, ARK Innovation has increased assets in internet and software stocks—from 6% of each in March 2020, to 15% and 9% as of February. Shopify, which wasn’t in ARK Innovation as of last October, is now the eighth-largest stock in the fund with a 3.1% weight.</p><p>Still, compared to its peers in the mid-cap growth category, ARK Innovation is relatively heavy on healthcare and light on technology, says Amy Arnott, portfolio strategist at Morningstar.</p><p>Some suspect the shift toward bigger companies is the result of ARK Innovation’s unprecedented growth. The fund attracted $16 billion in new assets in the past year. If that money was invested in smaller companies, it couldquickly bump up ARK’s stakein them to perilous levels. From that perspective, putting that money in more liquid large-cap stocks seems a safer option. “The bigger they get, the more difficult it is for them to establish meaningful positions in smaller-cap stocks,” Arnott says.</p><p>ARK denies that recent trading decisions have anything to do with capacity, saying those moves are driven by conviction, valuation, and tactical considerations. For example, ARK Innovation exited DNA sequencing firmIllumina(ILMN)—once its second-largest holding behind Tesla—and added rivalPacific Biosciences of California(PACB), because it sees a shift of disruption from short-read to long-read genomic sequencing, says Leggi. It sold other names because they’d become too expensive compared to peers.</p><p>The firm has also been preparing for a market correction since last year, says Leggi, and large-cap additions were meant to offer downside protection and cash-like reserves to buy high-conviction names at low prices during a downturn.</p><p><img src=\"https://static.tigerbbs.com/0c6368f23c2e33e58f63f2868e48ee2b\" tg-width=\"644\" tg-height=\"344\" referrerpolicy=\"no-referrer\">A shift in portfolio characteristics—from small-cap to mid-cap, more healthcare to more internet—means ARK Innovation will likely have less volatility down the road. Many biotechs lack cash flow or revenue until they get a product approved, while internet companies usually have some products or services on the market.</p><p>This could mean ARK’s performance this year will look a lot more like 2019 than 2020. “It’s still a very aggressive growth fund,” says Arnott, “But it can be more difficult for a fund to sustain its performance edge as it gains assets.”</p><p>Leggi says larger companies don’t necessarily mean less growth: ARK just released its updatedprice target for Tesla at $3,000 by 2025, 385% higher than today’s price. In fact, in certain industries where earlier and larger disruptors have already established themselves, it would be hard for small rivals to compete, says Leggi.</p><p>“There have been a number of smaller EV [electric vehicle] manufacturers going public through SPACs,” he says, referring to special purpose acquisition companies, essentially shell companies used to bring private companies public. “We don’t invest in them, because we don’t think they’re well-positioned to be the new leader because of how capital-intensive it is. Tesla is far ahead. It’s unlikely to see as much small-cap exposure in our portfolios as you had a few years back.”</p>","source":"lsy1610680873436","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>ARK Innovation Fund Has Reshuffled Its Holdings. What That Means for Investors</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\">\nARK Innovation Fund Has Reshuffled Its Holdings. What That Means for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-29 20:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/ark-innovation-fund-has-reshuffled-its-holdings-what-that-means-for-investors-51616800226?mod=mw_more_headlines><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pretty much everything changed in 2020—some things more than others.The ARK Innovation exchange-traded fund (ticker: ARKK) went from a somewhat sleepy actively managed fund that returned 36% in 2019, ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/ark-innovation-fund-has-reshuffled-its-holdings-what-that-means-for-investors-51616800226?mod=mw_more_headlines\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/articles/ark-innovation-fund-has-reshuffled-its-holdings-what-that-means-for-investors-51616800226?mod=mw_more_headlines","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192930137","content_text":"Pretty much everything changed in 2020—some things more than others.The ARK Innovation exchange-traded fund (ticker: ARKK) went from a somewhat sleepy actively managed fund that returned 36% in 2019, to the top performer in 2020, returning 153% and making its manager,ARK Investment founder Cathie Wood, a household name. But ARK Innovation ishaving a rough 2021: After rising another 26% by mid-February, the $22 billion ETF has tumbled over the past six weeks, and is now down 9% year to date. Investors need to understand the dramatic portfolio changes that have occurred in the past year to see what they own and determine the fund’s role in their portfolios.For starters: A year ago, ARK Innovation was a small-company fund. Today, it’s solidly mid-cap, with 51% of its assets in large-company stocks. The average market cap of its holdings has increased from $5 billion last March to $39 billion by the end of February. That, in large part, is due to how much many holdings have run up. Notably, top holdingTesla(TSLA) has returned 500% in the past year even after the recent pullback.Many active funds have limitations on the size of companies they can buy and continue to own. ARK Innovation doesn’t have such constraints. It’s open to stocks up and down the capitalization spectrum—from the $594 billion Tesla to the $1 billionCerus(CERS). “We don’t really look at market caps. We are pretty agnostic to that,” says Ren Leggi, ARK’s client portfolio manager. “We’re looking at where innovation takes us.”The growth of its existing holdings only partially explains the fund’s tilt toward larger stocks. Over the past few months, ARK Innovation has also been selling shares in smaller-cap firms, many in biotech, includingOrganovo Holdings(ONVO),Seres Therapeutics(MCRB), Compugen(CGEN), andEditas Medicine(EDIT).Meanwhile, the fund has added a significant amount of large-cap internet stocks likePayPal Holdings(PYPL), Shopify(SHOP),Zoom Video Communications(ZM); and foreign firms such as Tencent Holdings(TCEHY), Baidu(BIDU),Sea(SE), and Nintendo(NTDOY). The ETF owned none of those names last July.The recent trading has shifted ARK Innovation’s sector composition as well. In March 2020, biotech and diagnostics were the largest industries in the fund, making up 22% and 15% of the portfolio, respectively. By the end of February, biotech only made up 14%, and diagnostics, 8%.Meanwhile, ARK Innovation has increased assets in internet and software stocks—from 6% of each in March 2020, to 15% and 9% as of February. Shopify, which wasn’t in ARK Innovation as of last October, is now the eighth-largest stock in the fund with a 3.1% weight.Still, compared to its peers in the mid-cap growth category, ARK Innovation is relatively heavy on healthcare and light on technology, says Amy Arnott, portfolio strategist at Morningstar.Some suspect the shift toward bigger companies is the result of ARK Innovation’s unprecedented growth. The fund attracted $16 billion in new assets in the past year. If that money was invested in smaller companies, it couldquickly bump up ARK’s stakein them to perilous levels. From that perspective, putting that money in more liquid large-cap stocks seems a safer option. “The bigger they get, the more difficult it is for them to establish meaningful positions in smaller-cap stocks,” Arnott says.ARK denies that recent trading decisions have anything to do with capacity, saying those moves are driven by conviction, valuation, and tactical considerations. For example, ARK Innovation exited DNA sequencing firmIllumina(ILMN)—once its second-largest holding behind Tesla—and added rivalPacific Biosciences of California(PACB), because it sees a shift of disruption from short-read to long-read genomic sequencing, says Leggi. It sold other names because they’d become too expensive compared to peers.The firm has also been preparing for a market correction since last year, says Leggi, and large-cap additions were meant to offer downside protection and cash-like reserves to buy high-conviction names at low prices during a downturn.A shift in portfolio characteristics—from small-cap to mid-cap, more healthcare to more internet—means ARK Innovation will likely have less volatility down the road. Many biotechs lack cash flow or revenue until they get a product approved, while internet companies usually have some products or services on the market.This could mean ARK’s performance this year will look a lot more like 2019 than 2020. “It’s still a very aggressive growth fund,” says Arnott, “But it can be more difficult for a fund to sustain its performance edge as it gains assets.”Leggi says larger companies don’t necessarily mean less growth: ARK just released its updatedprice target for Tesla at $3,000 by 2025, 385% higher than today’s price. In fact, in certain industries where earlier and larger disruptors have already established themselves, it would be hard for small rivals to compete, says Leggi.“There have been a number of smaller EV [electric vehicle] manufacturers going public through SPACs,” he says, referring to special purpose acquisition companies, essentially shell companies used to bring private companies public. “We don’t invest in them, because we don’t think they’re well-positioned to be the new leader because of how capital-intensive it is. Tesla is far ahead. It’s unlikely to see as much small-cap exposure in our portfolios as you had a few years back.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806646741,"gmtCreate":1627655237483,"gmtModify":1631891351889,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like &amp; comment thank you 😊","listText":"Pls like &amp; comment thank you 😊","text":"Pls like & comment thank you 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/806646741","repostId":"1157771608","repostType":4,"repost":{"id":"1157771608","pubTimestamp":1627653929,"share":"https://www.laohu8.com/m/news/1157771608?lang=&edition=full","pubTime":"2021-07-30 22:05","market":"us","language":"en","title":"Nvidia Stock In 10 Years: What You Should Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1157771608","media":"seekingalpha","summary":"Summary\n\nNVIDIA Corporation has been an outstanding investment over the last decade, but that will n","content":"<p><b>Summary</b></p>\n<ul>\n <li>NVIDIA Corporation has been an outstanding investment over the last decade, but that will not repeat over the next decade.</li>\n <li>The company offers strong quality, great management, and has an attractive growth outlook, but shares are expensive.</li>\n <li>In the long run, returns will most likely be solid, but it may be better to wait for a lower price before entering or expanding a position.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65f0d217100f82ddae3cfb3e50178504\" tg-width=\"1536\" tg-height=\"1017\" width=\"100%\" height=\"auto\"><span>Antonio Bordunovi/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NVIDIA Corporation (NVDA) is one of the best growth mega-caps from a fundamental perspective and when it comes to the company's business growth potential. The stock trades, however, at a pretty high valuation, compared to other semiconductor stocks and relative to other growth mega-caps. To some extent, this premium valuation is justified, but it seems logical to assume that total returns will, in the long run, be negatively impacted by multiple compression. Over the next decade, NVIDIA Corporation still has considerable upside potential, even though I assume that its valuation will compress significantly.</p>\n<p><b>Will NVIDIA Stock Continue To Rise?</b></p>\n<p>There are two answers to this question, I believe. In the short term, price action is driven by sentiment, news items, etc. to a large degree, so it is more or less impossible to forecast where the price will be a week, a month, or half a year from now. NVIDIA has a beta of 1.4, which means that, generally, it moves in the same direction as the broad market, but with more pronounced movements. So if the market rises by 10% over the next half-year, one may reasonably assume that NVIDIA will rise by 14% over the same time frame. Since short-term moves in the broad market are largely driven by things like Fed statements, sentiment, worries about the Delta variant, etc. there is a lot of uncertainty for where broad markets and NVIDIA will head over the near future. NVIDIA's current RSI (relative strength index) is 54, which indicates that shares are neither overbought nor oversold today. The current analyst price target, per YCharts, is $194, which is almost perfectly in line with the current share price. Prices could move up or down in the near term, the price target consensus and the RSI paint a mostly neutral picture for now. Shares could continue to climb, but this is far from certain, and I surely wouldn't speculate on significant gains in the near term.</p>\n<p>In the long run, share prices are largely driven by earnings growth and changes in a stock's valuation, thus sentiment or news items are less important when it comes to NVIDIA's share price a decade from now. It is, of course, not possible to forecast the share price exactly, but we can look at scenarios that paint a picture of where shares could be heading. As I am a long-term focused investor and not much of a trader, the question of where NVIDIA will be a decade from now is, I believe, the more important one compared to the question of where NVIDIA will be in September or December.</p>\n<p><b>Where Will NVIDIA Stock Be In 10 Years</b></p>\n<p>Let's start with the note that NVIDIA's performance over the last ten years, a 5,500% gain, will certainly not repeat over the next decade. This would make NVIDIA's market capitalization balloon to<i>$27 trillion</i>, which is absolutely unrealistic, I believe, even for a high-growth company like NVIDIA. Nevertheless, even if future share price gains are less exciting, NVIDIA could still be a very solid investment, as ten-year returns of 5,000%+ are not at all required to make a stock a solid choice.</p>\n<p>Today, NVIDIA trades at 49x this year's expected net profits, which is a rather high valuation, especially for a company with a market cap as large as NVIDIA's. Most other high-growth mega-caps, such as Facebook (FB), Alphabet (GOOG), and Microsoft (MSFT) trade at significantly lower valuations, with earnings multiples around 30. Tesla (TSLA) is even more expensive than NVIDIA, trading at more than 100x this year's net profits, but I believe that this is not a great example of where growth stocks should trade, as I believe that TSLA is&nbsp;significantly overvalued.</p>\n<p>Going back to NVIDIA, we can also look at how the company was valued in the past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21096a0f152ce54df29d8bc2e5c8aae6\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>The 5-year to 10-year median earnings multiples are 29-48 for NVDA, thus it looks like shares are definitely trading on the expensive side today. It should be noted that the growth outlook a couple of years ago, when NVIDIA was significantly smaller, was better than it is today, mainly due to the law of large numbers, which states that maintaining high relative growth rates becomes harder as a company grows in size. The fact that shares are currently trading well above the longer-term median valuation is thus noteworthy, as one might expect that valuations<i>decline</i>as a company matures.</p>\n<p>Compared to other semi stocks, NVIDIA looks relatively expensive as well:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8062ce7784ae57f6f527806ea7c1661\" tg-width=\"635\" tg-height=\"501\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>NVIDIA trades at a premium to direct peers such as AMD (AMD) and Intel (INTC), and its stock is also more expensive than that of other large-cap semis such as Taiwan Semiconductor (TSM) and Broadcom (AVGO). An above-average valuation does make sense, thanks to NVIDIA's outstanding fundamentals and strong growth rates, but it seems highly doubtful whether the company will continue to trade at almost 50x net profits forever.</p>\n<p>NVIDIA addresses a range of growth markets, such as data centers, gaming equipment, and so on. These markets will continue to grow for the foreseeable future, but they do, of course, not grow by 80% a year forever, which was NVIDIA's top-line growth rate during the&nbsp;most recent quarter. It thus seems very likely that revenue growth will slow down considerably from the current level, even when we assume that NVIDIA will continue to take market share here and there, e.g. in data centers.</p>\n<p>Analysts do thus, not surprisingly, see a considerable slowdown in NVIDIA's business growth in the coming years, even though growth will remain highly attractive for sure:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0145bdde6aebd5b6b694c80e0addfa80\" tg-width=\"640\" tg-height=\"506\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>Revenue growth of almost 50% this year, and of 11%-16% over the following four years is still pretty attractive for sure, relative to how the average company and the economy are growing. It also seems possible that NVIDIA will beat analyst estimates, delivering somewhat higher growth, as the company has a history of delivering upside estimates -- nine out of the last ten quarterly releases&nbsp;beat estimates&nbsp;on both lines. Even if we assume that analyst estimates are too conservative, it seems relatively logical that they will at least be in the ballpark of where actual results will land -- a revenue growth rate of 80% for the remainder of 2021, or a revenue growth rate of 50% for 2022, is not realistic.</p>\n<p>When we assume that the current revenue estimates for 2025 are too low by ~10%, and that actual revenues will total $45 billion, and that revenues will grow by 10% a year between 2026 and 2031, we get to a 2031 top line of $80 billion. Right now, NVDA's net margin is 34% (most recent quarter), which is outstanding. Operating leverage should lift NVDA's operating margin in the coming years, but on the other hand, NVDA's current tax rate is pretty low at 3% during the most recent quarter. When we assume that tax rates will climb to 10%, this could offset tailwinds from operating margin expansion, thus it is far from guaranteed that NVDA's net margin will rise by a lot. If the net margin stands at 35% in 2031, NVDA would earn about $28 billion in net profits a decade from now. If the share count remains unchanged, that would equate to earnings per share of $11.10. If NVDA were to trade at the same 49x net profits it trades at today, that would lead to a share price of $540, which would equate to total returns of 180%. As mentioned earlier, I believe that multiple compression is likely, due to a range of reasons -- slowing growth, the current premium to the historic median, and the current premium over the broad market and NVDA's peers.</p>\n<p>When we do, thus, assume that the valuation compresses to around 30x net profits, which would be relatively in-line with the 10-year median earnings multiple, then shares would trade at $330 a decade from now. Over the next decade, this would pencil out to returns of a little over 70%, or about 5%-6% a year. NVDA wouldn't be a bad choice in this scenario, but not an outstanding pick, either. We can also look at a somewhat more optimistic scenario where NVDA grows its revenue by 15% a year between 2026 and 2031, in that case, with everything else held constant, NVDA would trade at $430 in 2031, which would allow for total returns of 8%-9% a year from the current price of $195.</p>\n<p>Overall, I thus believe that it is very likely that investors will see gains from the current level in the long run, but those gains will likely be far lower compared to what we have seen in recent years. High-single-digit annual returns seem like a realistic target range from the current, elevated, valuation.</p>\n<p><b>Is NVIDIA A Good Long-Term Investment?</b></p>\n<p>NVIDIA has great fundamentals, a clean balance sheet, strong margins and returns on capital, excellent management, and is in a great position tech-wise. On top of that, NVDA operates in a growing industry that is integral to our way of life. Overall, those are some great reasons to invest in its stock, but there is one additional factor that investors should keep in mind. NVDA's valuation is well above the long-term median, well above the valuations of its peers, and it seems pretty likely that this valuation will eventually compress, as growth will inevitably decline from the current immense 80% year-over-year pace. I would thus say that NVDA is a good long-term investment for sure, but not at every price. At current prices, it seems like a solid long-term investment, but not like a spectacular one. Others that have different growth assumptions or that see a different target earnings multiple 5 or 10 years from now will potentially have a different opinion on that, however.</p>\n<p><b>Is NVIDIA Stock A Good Buy Right Now?</b></p>\n<p>NVIDIA undoubtedly has been a great buy for almost everyone that bought over the last decade, but past returns do not equate to future returns. It is almost guaranteed that returns in the coming years will be significantly lower than what we have seen over the last decade. I believe that returns, in the long run, will be solid, but I do not believe that the current return outlook makes NVDA a screaming buy at current prices. NVDA traded at less than $140 (split-adjusted) a couple of months ago, and at that price, I'd see shares as a way better investment. At $190+, shares are too expensive for me to buy right now, although they can be a solid hold for everyone that bought earlier for sure.</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 Stock In 10 Years: What You Should Consider</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 Stock In 10 Years: What You Should Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 22:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4442717-nvidia-stock-in-10-years-what-you-should-consider><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNVIDIA Corporation has been an outstanding investment over the last decade, but that will not repeat over the next decade.\nThe company offers strong quality, great management, and has an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4442717-nvidia-stock-in-10-years-what-you-should-consider\">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://seekingalpha.com/article/4442717-nvidia-stock-in-10-years-what-you-should-consider","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157771608","content_text":"Summary\n\nNVIDIA Corporation has been an outstanding investment over the last decade, but that will not repeat over the next decade.\nThe company offers strong quality, great management, and has an attractive growth outlook, but shares are expensive.\nIn the long run, returns will most likely be solid, but it may be better to wait for a lower price before entering or expanding a position.\n\nAntonio Bordunovi/iStock Editorial via Getty Images\nArticle Thesis\nNVIDIA Corporation (NVDA) is one of the best growth mega-caps from a fundamental perspective and when it comes to the company's business growth potential. The stock trades, however, at a pretty high valuation, compared to other semiconductor stocks and relative to other growth mega-caps. To some extent, this premium valuation is justified, but it seems logical to assume that total returns will, in the long run, be negatively impacted by multiple compression. Over the next decade, NVIDIA Corporation still has considerable upside potential, even though I assume that its valuation will compress significantly.\nWill NVIDIA Stock Continue To Rise?\nThere are two answers to this question, I believe. In the short term, price action is driven by sentiment, news items, etc. to a large degree, so it is more or less impossible to forecast where the price will be a week, a month, or half a year from now. NVIDIA has a beta of 1.4, which means that, generally, it moves in the same direction as the broad market, but with more pronounced movements. So if the market rises by 10% over the next half-year, one may reasonably assume that NVIDIA will rise by 14% over the same time frame. Since short-term moves in the broad market are largely driven by things like Fed statements, sentiment, worries about the Delta variant, etc. there is a lot of uncertainty for where broad markets and NVIDIA will head over the near future. NVIDIA's current RSI (relative strength index) is 54, which indicates that shares are neither overbought nor oversold today. The current analyst price target, per YCharts, is $194, which is almost perfectly in line with the current share price. Prices could move up or down in the near term, the price target consensus and the RSI paint a mostly neutral picture for now. Shares could continue to climb, but this is far from certain, and I surely wouldn't speculate on significant gains in the near term.\nIn the long run, share prices are largely driven by earnings growth and changes in a stock's valuation, thus sentiment or news items are less important when it comes to NVIDIA's share price a decade from now. It is, of course, not possible to forecast the share price exactly, but we can look at scenarios that paint a picture of where shares could be heading. As I am a long-term focused investor and not much of a trader, the question of where NVIDIA will be a decade from now is, I believe, the more important one compared to the question of where NVIDIA will be in September or December.\nWhere Will NVIDIA Stock Be In 10 Years\nLet's start with the note that NVIDIA's performance over the last ten years, a 5,500% gain, will certainly not repeat over the next decade. This would make NVIDIA's market capitalization balloon to$27 trillion, which is absolutely unrealistic, I believe, even for a high-growth company like NVIDIA. Nevertheless, even if future share price gains are less exciting, NVIDIA could still be a very solid investment, as ten-year returns of 5,000%+ are not at all required to make a stock a solid choice.\nToday, NVIDIA trades at 49x this year's expected net profits, which is a rather high valuation, especially for a company with a market cap as large as NVIDIA's. Most other high-growth mega-caps, such as Facebook (FB), Alphabet (GOOG), and Microsoft (MSFT) trade at significantly lower valuations, with earnings multiples around 30. Tesla (TSLA) is even more expensive than NVIDIA, trading at more than 100x this year's net profits, but I believe that this is not a great example of where growth stocks should trade, as I believe that TSLA is significantly overvalued.\nGoing back to NVIDIA, we can also look at how the company was valued in the past:\nData by YCharts\nThe 5-year to 10-year median earnings multiples are 29-48 for NVDA, thus it looks like shares are definitely trading on the expensive side today. It should be noted that the growth outlook a couple of years ago, when NVIDIA was significantly smaller, was better than it is today, mainly due to the law of large numbers, which states that maintaining high relative growth rates becomes harder as a company grows in size. The fact that shares are currently trading well above the longer-term median valuation is thus noteworthy, as one might expect that valuationsdeclineas a company matures.\nCompared to other semi stocks, NVIDIA looks relatively expensive as well:\nData by YCharts\nNVIDIA trades at a premium to direct peers such as AMD (AMD) and Intel (INTC), and its stock is also more expensive than that of other large-cap semis such as Taiwan Semiconductor (TSM) and Broadcom (AVGO). An above-average valuation does make sense, thanks to NVIDIA's outstanding fundamentals and strong growth rates, but it seems highly doubtful whether the company will continue to trade at almost 50x net profits forever.\nNVIDIA addresses a range of growth markets, such as data centers, gaming equipment, and so on. These markets will continue to grow for the foreseeable future, but they do, of course, not grow by 80% a year forever, which was NVIDIA's top-line growth rate during the most recent quarter. It thus seems very likely that revenue growth will slow down considerably from the current level, even when we assume that NVIDIA will continue to take market share here and there, e.g. in data centers.\nAnalysts do thus, not surprisingly, see a considerable slowdown in NVIDIA's business growth in the coming years, even though growth will remain highly attractive for sure:\nSource: Seeking Alpha\nRevenue growth of almost 50% this year, and of 11%-16% over the following four years is still pretty attractive for sure, relative to how the average company and the economy are growing. It also seems possible that NVIDIA will beat analyst estimates, delivering somewhat higher growth, as the company has a history of delivering upside estimates -- nine out of the last ten quarterly releases beat estimates on both lines. Even if we assume that analyst estimates are too conservative, it seems relatively logical that they will at least be in the ballpark of where actual results will land -- a revenue growth rate of 80% for the remainder of 2021, or a revenue growth rate of 50% for 2022, is not realistic.\nWhen we assume that the current revenue estimates for 2025 are too low by ~10%, and that actual revenues will total $45 billion, and that revenues will grow by 10% a year between 2026 and 2031, we get to a 2031 top line of $80 billion. Right now, NVDA's net margin is 34% (most recent quarter), which is outstanding. Operating leverage should lift NVDA's operating margin in the coming years, but on the other hand, NVDA's current tax rate is pretty low at 3% during the most recent quarter. When we assume that tax rates will climb to 10%, this could offset tailwinds from operating margin expansion, thus it is far from guaranteed that NVDA's net margin will rise by a lot. If the net margin stands at 35% in 2031, NVDA would earn about $28 billion in net profits a decade from now. If the share count remains unchanged, that would equate to earnings per share of $11.10. If NVDA were to trade at the same 49x net profits it trades at today, that would lead to a share price of $540, which would equate to total returns of 180%. As mentioned earlier, I believe that multiple compression is likely, due to a range of reasons -- slowing growth, the current premium to the historic median, and the current premium over the broad market and NVDA's peers.\nWhen we do, thus, assume that the valuation compresses to around 30x net profits, which would be relatively in-line with the 10-year median earnings multiple, then shares would trade at $330 a decade from now. Over the next decade, this would pencil out to returns of a little over 70%, or about 5%-6% a year. NVDA wouldn't be a bad choice in this scenario, but not an outstanding pick, either. We can also look at a somewhat more optimistic scenario where NVDA grows its revenue by 15% a year between 2026 and 2031, in that case, with everything else held constant, NVDA would trade at $430 in 2031, which would allow for total returns of 8%-9% a year from the current price of $195.\nOverall, I thus believe that it is very likely that investors will see gains from the current level in the long run, but those gains will likely be far lower compared to what we have seen in recent years. High-single-digit annual returns seem like a realistic target range from the current, elevated, valuation.\nIs NVIDIA A Good Long-Term Investment?\nNVIDIA has great fundamentals, a clean balance sheet, strong margins and returns on capital, excellent management, and is in a great position tech-wise. On top of that, NVDA operates in a growing industry that is integral to our way of life. Overall, those are some great reasons to invest in its stock, but there is one additional factor that investors should keep in mind. NVDA's valuation is well above the long-term median, well above the valuations of its peers, and it seems pretty likely that this valuation will eventually compress, as growth will inevitably decline from the current immense 80% year-over-year pace. I would thus say that NVDA is a good long-term investment for sure, but not at every price. At current prices, it seems like a solid long-term investment, but not like a spectacular one. Others that have different growth assumptions or that see a different target earnings multiple 5 or 10 years from now will potentially have a different opinion on that, however.\nIs NVIDIA Stock A Good Buy Right Now?\nNVIDIA undoubtedly has been a great buy for almost everyone that bought over the last decade, but past returns do not equate to future returns. It is almost guaranteed that returns in the coming years will be significantly lower than what we have seen over the last decade. I believe that returns, in the long run, will be solid, but I do not believe that the current return outlook makes NVDA a screaming buy at current prices. NVDA traded at less than $140 (split-adjusted) a couple of months ago, and at that price, I'd see shares as a way better investment. At $190+, shares are too expensive for me to buy right now, although they can be a solid hold for everyone that bought earlier for sure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148797389,"gmtCreate":1626014704241,"gmtModify":1631891351884,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148797389","repostId":"1135090843","repostType":4,"repost":{"id":"1135090843","pubTimestamp":1625970902,"share":"https://www.laohu8.com/m/news/1135090843?lang=&edition=full","pubTime":"2021-07-11 10:35","market":"us","language":"en","title":"7 Earnings Reports to Watch Next Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1135090843","media":"InvestorPlace","summary":"Earnings reports will provide insight into how these companies are performing\nSource: Shutterstock\nT","content":"<p>Earnings reports will provide insight into how these companies are performing</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d277b8ff1b6b6711ba0749313119f04\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Shutterstock</span></p>\n<p>The major U.S. banks are due to report their latest earnings the week of July 12, and the results can be expected to dominate the financial news cycle. The earnings will provide insights into the health and momentum of the economy as they provide a read on both business and consumer spending. With the economy sprinting coming out of the Covid-19 pandemic, the big commercial and investment banks are expected toreport strong results.</p>\n<p>The banks are also expected to begin rewarding shareholders after the U.S. Federal Reserve recently cleared them to again payout dividends and buyback their own stock. Wall Street estimates forecast that the six biggest U.S. banks could&nbsp;return more than $140 billion&nbsp;to shareholders in coming months through dividends and share buybacks.</p>\n<p>Here are seven of the biggest American banks with earnings reports next week:</p>\n<ul>\n <li><b>JPMorgan Chase</b>(NYSE:<b><u>JPM</u></b>)</li>\n <li><b>Goldman Sachs</b>(NYSE:<b><u>GS</u></b>)</li>\n <li><b>Bank of America</b>(NYSE:<b><u>BAC</u></b>)</li>\n <li><b>Citigroup</b>(NYSE:<b><u>C</u></b>)</li>\n <li><b>Wells Fargo</b>(NYSE:<b><u>WFC</u></b>)</li>\n <li><b>Morgan Stanley</b>(NYSE:<b><u>MS</u></b>)</li>\n <li><b>U.S. Bancorp</b>(NYSE:<b><u>USB</u></b>)</li>\n</ul>\n<p><b>JPMorgan Chase (JPM)</b></p>\n<p>First out of the gate next week is the biggest U.S. bank, JPMorgan Chase. The financial conglomerate led by Jamie Dimon has generated headlines for its spate of recent acquisitions. The bank has&nbsp;made 33 acquisitions&nbsp;so far this year, its biggest spending spree in several years. The deals have mostly involved small foreign money managers and digital banks in countries such as England and Brazil.</p>\n<p>JPMorgan Chase has said that it is pursuing acquisitions to contend with an ongoing low-interest-rate environment and greater competition from financial technology (fintech) companies.</p>\n<p>The deals completed in the first half of this year are on par with all the deals JPMorgan Chase completed last year. JPM stock has risen this year along with the entire bank sector. Year-to-date, JPM stock is up 22% to a July 9 open of $153.05. In the past 12 months, the stock has increased 66%. In this year’s first quarter, JPMorgan Chase’s earnings increased 477% to $4.50 per share diluted and beat analyst estimates of $3.06 a share. Earnings were given a significant boost by $5.2 billion of net reserves that the bank had built up in 2020 during the pandemic.</p>\n<p>For the&nbsp;second-quarter results&nbsp;to be released on July 13, analysts are forecasting revenue of $30 billion and earnings per share (EPS) of $3.03.</p>\n<p><b>Goldman Sachs (GS)</b></p>\n<p>Leading investment bank Goldman Sachs also reports&nbsp;second-quarter results&nbsp;on July 13, and expectations are high for blockbuster earnings. The venerable Wall Street firm set the bar high earlier this year when it reported record first quarter results that blew away expectations. Fueled by a record amount of investment banking activity, Goldman Sachs reported first quarter revenues of $17.7 billion, way ahead of the $12.6 billion forecast by analysts. EPS for the bank came in at $18.60, destroying the $10.22 estimated by analysts and 498% higher than in the first quarter of 2020.</p>\n<p>Can Goldman do it again with its second-quarter results? The&nbsp;consensus among analysts&nbsp;is for the investment bank to report second-quarter EPS of $9.52 a share, for year-over-year growth of 52%. Should Goldman Sachs beat expectations by a wide margin, it will likely propel the company’s share price to new heights. In this year’s first half, GS stock rose 40% to its July 9 opening price of $366. In the past year, the stock has gained 77%.</p>\n<p>Despite the big run in the bank’s share price, analysts see further gains in store. The&nbsp;median price target&nbsp;on GS stock is $415, implying another 13% gain in coming months.</p>\n<p><b>Bank of America (BAC)</b></p>\n<p>The second-largest U.S. bank by assets, Bank of America, reports its&nbsp;latest quarterly numbers&nbsp;on July 14. And the lender has been signaling that Wall Street should expect solid second-quarter results. Chief Executive Officer Brian Moynihan has been saying publicly that Bank of America is emerging from the pandemic a stronger and more competitive financial institution, helped by higher capital ratios and higher reserves. In the first quarter, the bank reported record levels of deposits, investment flows and investment banking revenues.</p>\n<p>Bank of America attracted the attention of investors when it announced on June 28 that it will increase its common stock&nbsp;dividend by 17%&nbsp;to 21 cents per share for the third quarter of this year. This came after the bank announced a $25 billion share buyback plan in April. For the second quarter, Bank of America is&nbsp;expected to report&nbsp;EPS of 77 cents, more than doubling Q2 2020’s $0.37.</p>\n<p>In this year’s first quarter, Bank of America posted EPS of 86 cents, up 115% year-over-year and above the consensus forecast of 66 cents. First quarter revenues were up a slight 0.2% to $22.8 billion, beating analysts’ estimates of $22.13 billion. BAC stock has climbed 32% higher year-to-date to $39.65 a share as of July 9. In the past 12 months, the share price has increased 73%. While the stock&nbsp;pulled back in the middle of June, next week’s earnings could spark the next leg higher.</p>\n<p><b>Citigroup (C)</b></p>\n<p>On July 14, we’ll also get earnings from Citigroup. And the latest results come at a time when C stock has been struggling and, at its July 9 level of $66.73 a share, is starting to look a little undervalued compared to its peers.</p>\n<p>Citigroup’s share price is up 11% year-to-date and has risen 34% over the last 52 weeks. Those are decent returns, but they trail the other big banks featured in this article. In the past month, Citigroup’s share price has slumped 14%. The&nbsp;June drop&nbsp;came after the bank warned that its trading revenue will likely decline by 30% this year on weak deal volumes.</p>\n<p>Despite the downward guidance, analysts still expect Citigroup to report earnings growth for the second quarter of this year. The bank is forecast to post EPS of $1.91 next week, which would be a year-over-year increase of nearly 300%. However, revenues are expected to come in at $17.35 billion, which would be about 10% lower than the second quarter of 2020 revenue of $19.77 billion. Many analysts revised down their revenue forecasts after Citigroup warned of rising costs. Chief Financial Officer Mark Mason said on June 16 that he expects&nbsp;second-quarter expenses&nbsp;to increase by as much as $11.6 billion.</p>\n<p><b>Wells Fargo (WFC)</b></p>\n<p>San Francisco-based Wells Fargo, which reports earnings on July 14, recently dominated headlines after it announced that it is closing out all of its existing&nbsp;personal lines of credit&nbsp;and will no longer offer the financial product. Lines of credit typically give retail customers loans of $3,000 to $100,000 and is often used to consolidate higher-interest credit card debt, pay for home renovations and fund college educations.</p>\n<p>The news came as a jolt to Wells Fargo customers, who were informed by the bank that the credit line closures “may have an impact on your credit score.”</p>\n<p>Eliminating the lines of credit is the latest move by Wells Fargo as it reviews its operations coming out the pandemic. The steps taken to date seem to be winning approval from investors. WFC stock is one of the best performing among banks this year. So far this year, Wells Fargo stock has gained 44% and now trades at $43.18. The share price is up 77% over the last year.For its second quarter, analysts expect Wells Fargo to report EPS of 93 cents on $17.78 billion in revenues.</p>\n<p><b>Morgan Stanley (MS)</b></p>\n<p>Investment bank Morgan Stanley won praise from investors a few weeks back after it became the first Wall Street firm to increase its dividend payout after passing the U.S. Federal Reserve’s latest stress test. A day after getting the all clear from the central bank, Morgan Stanley announced that it is&nbsp;doubling its quarterly dividend&nbsp;to 70 cents per share starting in this year’s third quarter and spending $12 billion to buy back its own stock. The share repurchase program will run for the next four quarters.</p>\n<p>The positive news for shareholders helped to extend a rally in MS stock, which is now up 31% year-to-date at $87.40 a share, and up 79% over the past 12 months. Similar to rival investment bank Goldman Sachs, Morgan Stanley’s first quarter revenue toppled analyst expectations. For the&nbsp;first three months&nbsp;of this year, Morgan Stanley reported EPS of $2.22 a share, a substantial improvement over projections of $1.70. And the company’s revenue increased 61% in the first quarter to a record $15.7 billion, beating analysts’ estimates by $1.6 billion.</p>\n<p>For the second quarter&nbsp;reporting on July 15, analysts forecast that Morgan Stanley will report EPS of $1.65 on revenue of $13.96 billion.</p>\n<p><b>U.S. Bancorp (USB)</b></p>\n<p>Probably the least-known bank on this list is Minneapolis, Minnesota-based U.S. Bancorp. While it primarily operates in the Midwest, U.S. Bancorp is currently the fifth-largest American bank with assets approaching $500 billion. Often referred to as a“super regional bank”because of its size and performance, the lender is a&nbsp;long-term holding&nbsp;of legendary investor Warren Buffett’s&nbsp;<b>Berkshire Hathaway</b>(NYSE:<b><u>BRK.B</u></b>) holding company. Buffett currently has more than $8 billion invested in USB stock.</p>\n<p>Year-to-date, USB stock is up 22%, opening July 9 at $56.08 a share. In the past 12 months, the share price has climbed 60% higher. However, like the rest of the banking sector, U.S. Bancorp’s stock pulled back over the past month, dipping 6% on worries that inflation is abating and interest rates may remain at historic lows over the medium-term.</p>\n<p>As for its earnings on July 15, analysts expect the lender to&nbsp;report EPS of $1.12&nbsp;for the second quarter on revenues of $5.63 billion. In&nbsp;this year’s first quarter, U.S. Bancorp reported EPS of $1.45, beating consensus estimates of 96 cents. First quarter revenue came in at $5.47 billion compared to analysts’ expectations of $5.53 billion.</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>7 Earnings Reports to Watch Next Week</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\">\n7 Earnings Reports to Watch Next Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/earnings-reports-to-watch-next-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings reports will provide insight into how these companies are performing\nSource: Shutterstock\nThe major U.S. banks are due to report their latest earnings the week of July 12, and the results can...</p>\n\n<a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","JPM":"摩根大通","BAC":"美国银行","WFC":"富国银行","MS":"摩根士丹利","GS":"高盛","C":"花旗"},"source_url":"https://investorplace.com/earnings-reports-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135090843","content_text":"Earnings reports will provide insight into how these companies are performing\nSource: Shutterstock\nThe major U.S. banks are due to report their latest earnings the week of July 12, and the results can be expected to dominate the financial news cycle. The earnings will provide insights into the health and momentum of the economy as they provide a read on both business and consumer spending. With the economy sprinting coming out of the Covid-19 pandemic, the big commercial and investment banks are expected toreport strong results.\nThe banks are also expected to begin rewarding shareholders after the U.S. Federal Reserve recently cleared them to again payout dividends and buyback their own stock. Wall Street estimates forecast that the six biggest U.S. banks could return more than $140 billion to shareholders in coming months through dividends and share buybacks.\nHere are seven of the biggest American banks with earnings reports next week:\n\nJPMorgan Chase(NYSE:JPM)\nGoldman Sachs(NYSE:GS)\nBank of America(NYSE:BAC)\nCitigroup(NYSE:C)\nWells Fargo(NYSE:WFC)\nMorgan Stanley(NYSE:MS)\nU.S. Bancorp(NYSE:USB)\n\nJPMorgan Chase (JPM)\nFirst out of the gate next week is the biggest U.S. bank, JPMorgan Chase. The financial conglomerate led by Jamie Dimon has generated headlines for its spate of recent acquisitions. The bank has made 33 acquisitions so far this year, its biggest spending spree in several years. The deals have mostly involved small foreign money managers and digital banks in countries such as England and Brazil.\nJPMorgan Chase has said that it is pursuing acquisitions to contend with an ongoing low-interest-rate environment and greater competition from financial technology (fintech) companies.\nThe deals completed in the first half of this year are on par with all the deals JPMorgan Chase completed last year. JPM stock has risen this year along with the entire bank sector. Year-to-date, JPM stock is up 22% to a July 9 open of $153.05. In the past 12 months, the stock has increased 66%. In this year’s first quarter, JPMorgan Chase’s earnings increased 477% to $4.50 per share diluted and beat analyst estimates of $3.06 a share. Earnings were given a significant boost by $5.2 billion of net reserves that the bank had built up in 2020 during the pandemic.\nFor the second-quarter results to be released on July 13, analysts are forecasting revenue of $30 billion and earnings per share (EPS) of $3.03.\nGoldman Sachs (GS)\nLeading investment bank Goldman Sachs also reports second-quarter results on July 13, and expectations are high for blockbuster earnings. The venerable Wall Street firm set the bar high earlier this year when it reported record first quarter results that blew away expectations. Fueled by a record amount of investment banking activity, Goldman Sachs reported first quarter revenues of $17.7 billion, way ahead of the $12.6 billion forecast by analysts. EPS for the bank came in at $18.60, destroying the $10.22 estimated by analysts and 498% higher than in the first quarter of 2020.\nCan Goldman do it again with its second-quarter results? The consensus among analysts is for the investment bank to report second-quarter EPS of $9.52 a share, for year-over-year growth of 52%. Should Goldman Sachs beat expectations by a wide margin, it will likely propel the company’s share price to new heights. In this year’s first half, GS stock rose 40% to its July 9 opening price of $366. In the past year, the stock has gained 77%.\nDespite the big run in the bank’s share price, analysts see further gains in store. The median price target on GS stock is $415, implying another 13% gain in coming months.\nBank of America (BAC)\nThe second-largest U.S. bank by assets, Bank of America, reports its latest quarterly numbers on July 14. And the lender has been signaling that Wall Street should expect solid second-quarter results. Chief Executive Officer Brian Moynihan has been saying publicly that Bank of America is emerging from the pandemic a stronger and more competitive financial institution, helped by higher capital ratios and higher reserves. In the first quarter, the bank reported record levels of deposits, investment flows and investment banking revenues.\nBank of America attracted the attention of investors when it announced on June 28 that it will increase its common stock dividend by 17% to 21 cents per share for the third quarter of this year. This came after the bank announced a $25 billion share buyback plan in April. For the second quarter, Bank of America is expected to report EPS of 77 cents, more than doubling Q2 2020’s $0.37.\nIn this year’s first quarter, Bank of America posted EPS of 86 cents, up 115% year-over-year and above the consensus forecast of 66 cents. First quarter revenues were up a slight 0.2% to $22.8 billion, beating analysts’ estimates of $22.13 billion. BAC stock has climbed 32% higher year-to-date to $39.65 a share as of July 9. In the past 12 months, the share price has increased 73%. While the stock pulled back in the middle of June, next week’s earnings could spark the next leg higher.\nCitigroup (C)\nOn July 14, we’ll also get earnings from Citigroup. And the latest results come at a time when C stock has been struggling and, at its July 9 level of $66.73 a share, is starting to look a little undervalued compared to its peers.\nCitigroup’s share price is up 11% year-to-date and has risen 34% over the last 52 weeks. Those are decent returns, but they trail the other big banks featured in this article. In the past month, Citigroup’s share price has slumped 14%. The June drop came after the bank warned that its trading revenue will likely decline by 30% this year on weak deal volumes.\nDespite the downward guidance, analysts still expect Citigroup to report earnings growth for the second quarter of this year. The bank is forecast to post EPS of $1.91 next week, which would be a year-over-year increase of nearly 300%. However, revenues are expected to come in at $17.35 billion, which would be about 10% lower than the second quarter of 2020 revenue of $19.77 billion. Many analysts revised down their revenue forecasts after Citigroup warned of rising costs. Chief Financial Officer Mark Mason said on June 16 that he expects second-quarter expenses to increase by as much as $11.6 billion.\nWells Fargo (WFC)\nSan Francisco-based Wells Fargo, which reports earnings on July 14, recently dominated headlines after it announced that it is closing out all of its existing personal lines of credit and will no longer offer the financial product. Lines of credit typically give retail customers loans of $3,000 to $100,000 and is often used to consolidate higher-interest credit card debt, pay for home renovations and fund college educations.\nThe news came as a jolt to Wells Fargo customers, who were informed by the bank that the credit line closures “may have an impact on your credit score.”\nEliminating the lines of credit is the latest move by Wells Fargo as it reviews its operations coming out the pandemic. The steps taken to date seem to be winning approval from investors. WFC stock is one of the best performing among banks this year. So far this year, Wells Fargo stock has gained 44% and now trades at $43.18. The share price is up 77% over the last year.For its second quarter, analysts expect Wells Fargo to report EPS of 93 cents on $17.78 billion in revenues.\nMorgan Stanley (MS)\nInvestment bank Morgan Stanley won praise from investors a few weeks back after it became the first Wall Street firm to increase its dividend payout after passing the U.S. Federal Reserve’s latest stress test. A day after getting the all clear from the central bank, Morgan Stanley announced that it is doubling its quarterly dividend to 70 cents per share starting in this year’s third quarter and spending $12 billion to buy back its own stock. The share repurchase program will run for the next four quarters.\nThe positive news for shareholders helped to extend a rally in MS stock, which is now up 31% year-to-date at $87.40 a share, and up 79% over the past 12 months. Similar to rival investment bank Goldman Sachs, Morgan Stanley’s first quarter revenue toppled analyst expectations. For the first three months of this year, Morgan Stanley reported EPS of $2.22 a share, a substantial improvement over projections of $1.70. And the company’s revenue increased 61% in the first quarter to a record $15.7 billion, beating analysts’ estimates by $1.6 billion.\nFor the second quarter reporting on July 15, analysts forecast that Morgan Stanley will report EPS of $1.65 on revenue of $13.96 billion.\nU.S. Bancorp (USB)\nProbably the least-known bank on this list is Minneapolis, Minnesota-based U.S. Bancorp. While it primarily operates in the Midwest, U.S. Bancorp is currently the fifth-largest American bank with assets approaching $500 billion. Often referred to as a“super regional bank”because of its size and performance, the lender is a long-term holding of legendary investor Warren Buffett’s Berkshire Hathaway(NYSE:BRK.B) holding company. Buffett currently has more than $8 billion invested in USB stock.\nYear-to-date, USB stock is up 22%, opening July 9 at $56.08 a share. In the past 12 months, the share price has climbed 60% higher. However, like the rest of the banking sector, U.S. Bancorp’s stock pulled back over the past month, dipping 6% on worries that inflation is abating and interest rates may remain at historic lows over the medium-term.\nAs for its earnings on July 15, analysts expect the lender to report EPS of $1.12 for the second quarter on revenues of $5.63 billion. In this year’s first quarter, U.S. Bancorp reported EPS of $1.45, beating consensus estimates of 96 cents. First quarter revenue came in at $5.47 billion compared to analysts’ expectations of $5.53 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114487035,"gmtCreate":1623088547627,"gmtModify":1631893820331,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/114487035","repostId":"1187003503","repostType":4,"repost":{"id":"1187003503","pubTimestamp":1623088169,"share":"https://www.laohu8.com/m/news/1187003503?lang=&edition=full","pubTime":"2021-06-08 01:49","market":"us","language":"en","title":"Apple announces iOS 15 for iPhones with lots of new social features","url":"https://stock-news.laohu8.com/highlight/detail?id=1187003503","media":"cnbc","summary":"Apple's Worldwide Developers Conference  is the company's annual showcase for its software. Apple reveals the latest version of iOS, its iPhone software, and updates to the software that runs on Apple TV, iPads, Apple Watch and Macs, in an effort to lure the best developers to sink time and investment into building software for Apple's computers.The bigger question is whether Apple will announce new hardware products. Often, it saves its best launches for the fall, around when new iPhones come o","content":"<div>\n<p>Apple's Worldwide Developers Conference (WWDC) is the company's annual showcase for its software. Apple reveals the latest version of iOS, its iPhone software, and updates to the software that runs on...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/apple-wwdc-live-updates-ios-15.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple announces iOS 15 for iPhones with lots of new social features</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple announces iOS 15 for iPhones with lots of new social features\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 01:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/07/apple-wwdc-live-updates-ios-15.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's Worldwide Developers Conference (WWDC) is the company's annual showcase for its software. Apple reveals the latest version of iOS, its iPhone software, and updates to the software that runs on...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/apple-wwdc-live-updates-ios-15.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/06/07/apple-wwdc-live-updates-ios-15.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1187003503","content_text":"Apple's Worldwide Developers Conference (WWDC) is the company's annual showcase for its software. Apple reveals the latest version of iOS, its iPhone software, and updates to the software that runs on Apple TV, iPads, Apple Watch and Macs, in an effort to lure the best developers to sink time and investment into building software for Apple's computers.The bigger question is whether Apple will announce new hardware products. Often, it saves its best launches for the fall, around when new iPhones come out. This year, it released new Mac computers and iPads in the spring. But, sometimes it reveals new computers that run on the latest software. This year, some rumors have suggested it may introduce new MacBook Pro laptops and possibly an update to the AirPods headphones.We'll have everything Apple announces in the live blog below.The event begins at 1 p.m. Eastern.Is the iPad a computer yet?I can’t tell you how many WWDCs I’ve sat through where Apple claimed it’s beefed up the multitasking capabilities of the iPad in order to make it function more like a regular laptop.And Apple did it again today. (See Kif’s early blog entry for more details.)But none of those updates matter if app developers don’t take advantage of these features. Historically, it’s been difficult for Apple to convince developers to take the iPad seriously as a computer replacement, which is why the tablets are still mostly used for consumption, not creation.It’s way better than it used to be. (In fact, I use my iPad more than I use my MacBook these days.) But there’s still a long way to go for the iPad to catch up to the MacBook.There’s an easier solution though: Just put a touchscreen on the MacBook. Please.--Steve KovachApple announces new iPad software called iPadOS 15 that lets you do more at onceiPadOS Source: AppleApple announced new iPad software called iPadOS 15.IPadOS 15 includes new ways to rearrange iPad apps, put widgets on the home screen and the App Library feature, formerly iPhone exclusive, that automatically organizes apps.Apple also introduced a new multitasking interface that makes it easier to put two apps side by side on the iPad screen.The Apple notes app has been updated to better interface with other apps. One feature, called Quick Notes, lets users jot notes using the Apple Pencil, a stylus.A new version of the Translate app for iPads allows users to speak and have the discussion translated on-screen in real time.Apple’s app for learning how to code, Swift Playgrounds, can now build full apps, which can be submitted to the App Store Apple said.— Kif LeswingApple’s AirPods headphones can now be used to improve hearingA new feature coming to AirPods called “Conversation Boost” helps people better understand who they’re talking to in real time in a busy environment. Users can also adjust ambient background noise levels to help improve audio. Siri will also soon read important notifications, if you want it to, instead of just incoming calls and messages. — Kif LeswingApple Maps gets big new update with more city details and 3D modelsApple is updating its maps software with new 3D data. It now includes turning lanes and other road conditions. It is expanding to Spain, Portugal, Italy and Australia later this year, Apple said.— Kif LeswingIf you thought Facebook was angry with Apple before today...The slew of new communication features Apple announced for iOS 15 on Monday are sure to have Mark Zuckerberg’s blood boiling over atFacebookheadquarters.In effect, these new features build a closed-off social network for Apple, letting you share Apple News stories, Apple Music tracks and even hold FaceTime video chats with non-iPhone users.Zuckerberg has already said he considers Apple a major competitor because of iMessage. Now Apple is building out even more social features natively into iOS. And, of course, Apple will be able to promote the privacy of these social features, unlike Facebook.--Steve KovachApple announces iOS 15, newest version of iPhone’s softwareApple’s senior vice president in charge of software, Craig Federighi, announced iOS 15, the latest version of the iPhone operating system. This software typically releases for most users alongside new iPhones in the fall, but developers and early adopters can start using it earlier, typically during the summer.iOS 15 includes:FaceTime improvements, including 3D audio, portrait mode to blur backgrounds, and a grid view to speak to multiple people at the same time. Apple will also allow users to send links to schedule individual FaceTime calls, like Zoom links. Users can also share their screens or music, through a new software feature called ShareTime.FaceTime calls are also now supported on Windows and Android through a browser, the first time that FaceTime has been supported across platforms.An iMessage redesign, which includes features that turns messaged photos into galleries.A new feature called “shared with you” saves links that people sent you and puts them in one place so users can address them later. It works with Apple Music, Safari, Apple Podcasts, Apple TV and Apple News. Users can pin important messages featuring content.Redesigned notifications, including a feature that collects users notifications into a custom summary of all the notifications the user may have missed. The notifications are ordered by priority, and notifications by people will not be included so they won’t be missed.Users who have turned on “do not disturb” or a new “focus” mode will have their status shared with other users, like an away message.Focus mode can hide any apps that you don’t want to distract you.Camera improvements, including a feature called Live Text that can automatically identify and scan text in photographs.Apple’s machine learning will also be able to identify elements in photos, such as location or whether there’s a pet in the scene. Apple’s system search, Spotlight, will search these elements.A feature called Memories will use machine learning to combine photos into relevant galleries or animations and sometimes add music from Apple Music.Apple is also updating expanding the Wallet app functionality to include corporate badges as well as keys to get into hotels and houses with smart homes.Apple is also going to support scanning U.S. IDs, such as drivers licenses, into their wallet. Apple says it is only supported in some states for now, and the TSA will accept the credential.Apple CEO Tim Cook kicks off WWDCAfter a short comedy video focusing on software developers, Apple CEO Tim Cook has kicked off the show from the company’s headquarters in Cupertino, California. He came out on stage to a virtual crowd of avatars.— Kif LeswingFacebook CEO Mark Zuckerberg needles Apple ahead of its conferenceFacebook CEOMark Zuckerberg needled Applehours before its WWDC conference was scheduled to kick off.In a short poston his Facebook page, Zuckerberg announced a new Facebook feature enabling users to tip social media personalities. He said Facebook isn’t charging until at least 2023, and when it does, it will take less than the 30% fee Apple charges iPhone apps using in-app purchases.“To help more creators make a living on our platforms, we’re going to keep paid online events, fan subscriptions, badges, and our upcoming independent news products free for creators until 2023. And when we do introduce a revenue share, it will be less than the 30% that Apple and others take,” Zuckerberg wrote.Apple’s developer conference this year takes place at an uncertain time in Apple developer relations. Apple needs computer software companies to make apps for its platforms, which in turn makes its products more attractive to users.WWDC is aimed at getting those software makers excited about Apple. But Epic Games, Facebook and other firms have complained that Apple’s App Store rules are too stringent and its 30% fee for digital purchases is too high.— Kif LeswingApple’s web store remains onlineApple has historically taken down its online store for a few hours during a big launch, signaling exciting new products being added and building hype. But on Monday, the store was still up 15 minutes before WWDC was scheduled to kick off, suggesting no new major products.— Kif LeswingApple should bring Mac features to iPads todayI hope to see Apple bring some of the software features from MacBooks to iPads today.Thelatest MacsandiPad Pros run on the same M1 processor, so there’s enough power on the high-end iPads for running apps in multiple windows, like you would on a traditional computer, and support for using an external display for any app.A report fromBloombergover the weekend suggested we’ll at least see improvements to iPad multitasking, so it seems like my wish is at least plausible.Apple has so far said it sees iPads and Macs as totally different devices with different use cases, so I don’t expect a complete merge of the operating systems.-- Todd HaseltonThe Apple-developer love fest is overIn normal times, WWDC is a love fest between Apple and the developers who keep itsmassively profitable App Store chugging along.But this year is going to be different. The disputes over App Store fees between Apple and big-name developers likeSpotifyhave spilled into the public view in recent months. That’s especially apparent with thelegal battle between Apple and Epic Games. The two companies went through a three-week trial last month, and the judge’s decision in the case could alter the power dynamics between Apple and app developers.In the past, developers remained quiet about their complaints with Apple’s App Store rules, lest they draw the ire of Tim Cook and company and risk their access to the App Store. But thanks to groups like theCoalition for App Fairnessand the overall anti-Big Tech sentiment in Western governments, developers now feel emboldened to make their complaints known.I’m most interested to see how Apple uses this year’s WWDC to highlight the benefits it can offer developers while still protecting one of its massive profit centers, the App Store.-- Steve Kovach","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":630643662,"gmtCreate":1642841587245,"gmtModify":1642841587483,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like and comment, thank you :))&nbsp;","listText":"Pls like and comment, thank you :))&nbsp;","text":"Pls like and comment, thank you :))","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/630643662","repostId":"2205441860","repostType":4,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844043349,"gmtCreate":1636380221748,"gmtModify":1636380294592,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Drop more so I can top it up!!&nbsp;","listText":"Drop more so I can top it up!!&nbsp;","text":"Drop more so I can top it up!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844043349","repostId":"2181773705","repostType":4,"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":121663383,"gmtCreate":1624462151242,"gmtModify":1631893820320,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Def on the lookout&nbsp;","listText":"Def on the lookout&nbsp;","text":"Def on the lookout","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121663383","repostId":"1145825451","repostType":4,"repost":{"id":"1145825451","pubTimestamp":1624433586,"share":"https://www.laohu8.com/m/news/1145825451?lang=&edition=full","pubTime":"2021-06-23 15:33","market":"us","language":"en","title":"Why I Believe NIO Will Beat Out Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1145825451","media":"InvestorPlace","summary":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.Super fans of the latest and greatest high-endTesla, Inc. model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.The go","content":"<blockquote>\n <b>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.</b>\n</blockquote>\n<p>Super fans of the latest and greatest high-end<b>Tesla, Inc.</b>(NASDAQ:<b>TSLA</b>) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.</p>\n<p><img src=\"https://static.tigerbbs.com/b294a3604c7ba82bd19b3c70be3a4020\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: nrqemi / Shutterstock.com</p>\n<p>Musk wrote there was… “No need, as Plaid is just so good.”</p>\n<p>The Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.</p>\n<p>Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.</p>\n<p>As a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.</p>\n<p>This “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.</p>\n<p>Both the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.</p>\n<p>Clearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”</p>\n<p>As someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know do<i>not</i>want to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.</p>\n<p>What Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.</p>\n<p>The good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.</p>\n<p>This is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.</p>\n<p>However, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.</p>\n<p><b>Taking Advantage of the EV Revolution’s Profit Potential</b></p>\n<p>I’m talking about&nbsp;<b>Nio, Inc.</b>(NYSE:<b>NIO</b>). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on my<b><i>Platinum Growth Club</i></b>Model Portfolio back in February.</p>\n<p>The company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.</p>\n<p>The company is also partnering with cutting-edge chip companies like<b>NVIDIA Corporation</b>(NASDAQ:<b>NVDA</b>), another one of my<b><i>Platinum Growth Club</i></b>Model Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.</p>\n<p>Now, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.</p>\n<p>With the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.</p>\n<p>That means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.</p>\n<p>Shares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”</p>\n<p>Interestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.</p>\n<p>In other words, NIO represents the<b>crème de la crème</b>of EV stocks right now.</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>Why I Believe NIO Will Beat Out Tesla</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 I Believe NIO Will Beat Out Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ...</p>\n\n<a href=\"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/\">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","NIO":"蔚来"},"source_url":"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145825451","content_text":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.\nSource: nrqemi / Shutterstock.com\nMusk wrote there was… “No need, as Plaid is just so good.”\nThe Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.\nInstead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.\nAs a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.\nThis “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.\nBoth the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.\nClearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”\nAs someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know donotwant to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.\nWhat Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.\nThe good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.\nThis is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.\nHowever, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.\nTaking Advantage of the EV Revolution’s Profit Potential\nI’m talking about Nio, Inc.(NYSE:NIO). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on myPlatinum Growth ClubModel Portfolio back in February.\nThe company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.\nThe company is also partnering with cutting-edge chip companies likeNVIDIA Corporation(NASDAQ:NVDA), another one of myPlatinum Growth ClubModel Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.\nNow, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.\nWith the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.\nThat means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.\nShares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”\nInterestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.\nIn other words, NIO represents thecrème de la crèmeof EV stocks right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860130022,"gmtCreate":1632144797266,"gmtModify":1632802564934,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860130022","repostId":"1194891884","repostType":4,"repost":{"id":"1194891884","pubTimestamp":1632091615,"share":"https://www.laohu8.com/m/news/1194891884?lang=&edition=full","pubTime":"2021-09-20 06:46","market":"us","language":"en","title":"Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1194891884","media":"Barrons","summary":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also","content":"<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.</p>\n<p>Lennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report&nbsp;on Thursday. Investor days this week include&nbsp;Biogen on Tuesday,&nbsp;Weyerhaeuser on Wednesday, and&nbsp;Salesforce.com on Thursday.</p>\n<p>The Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely&nbsp;to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s&nbsp;press conference with Fed chair Jerome Powell will be closely&nbsp;watched.</p>\n<p>Economic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’&nbsp;existing-home sales for August on Wednesday.</p>\n<p><b>Monday 9/20</b></p>\n<p>Lennar reports third-quarter fiscal-2021 results.</p>\n<p>Merck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.</p>\n<p><b>The National Association</b>&nbsp;of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.</p>\n<p><b>Tuesday 9/21</b></p>\n<p>Adobe, AutoZone, and FedEx release earnings.</p>\n<p>Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p>\n<p><b>The Census Bureau</b>&nbsp;reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.</p>\n<p><b>Wednesday 9/22</b></p>\n<p><b>The FOMC announces</b>&nbsp;its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.</p>\n<p>General Mills reports first-quarter fiscal-2022 results.</p>\n<p>Boston Scientific,Weyerhaeuser, and&nbsp;Yum China Holdings&nbsp;host their 2021 investor days.</p>\n<p><b>TheBank of Japan</b>&nbsp;announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.</p>\n<p><b>The National Association</b>&nbsp;of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5%&nbsp;from July’s 599,000.</p>\n<p><b>Thursday 9/23</b></p>\n<p>Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p>\n<p>Salesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.</p>\n<p><b>The Conference Board</b>&nbsp;releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.</p>\n<p><b>Friday 9/24</b></p>\n<p>Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</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>Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week</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\">\nNike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-20 06:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\n...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","NKE":"耐克",".SPX":"S&P 500 Index","ADBE":"Adobe","CRM":"赛富时",".DJI":"道琼斯","FDX":"联邦快递",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194891884","content_text":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\nLennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.\nThe Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.\nEconomic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.\nMonday 9/20\nLennar reports third-quarter fiscal-2021 results.\nMerck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.\nThe National Association of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.\nTuesday 9/21\nAdobe, AutoZone, and FedEx release earnings.\nBiogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.\nThe Census Bureau reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.\nWednesday 9/22\nThe FOMC announces its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.\nGeneral Mills reports first-quarter fiscal-2022 results.\nBoston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.\nTheBank of Japan announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.\nThe National Association of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.\nThursday 9/23\nAccenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.\nSalesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.\nThe Conference Board releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.\nFriday 9/24\nKansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.","news_type":1},"isVote":1,"tweetType":1,"viewCount":6,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159781455,"gmtCreate":1624980240677,"gmtModify":1631891351913,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Hold strong!","listText":"Hold strong!","text":"Hold strong!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159781455","repostId":"2147343850","repostType":4,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":865724204,"gmtCreate":1633024181284,"gmtModify":1633024181655,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like &amp; comment, thanks :)&nbsp;","listText":"Pls like &amp; comment, thanks :)&nbsp;","text":"Pls like & comment, thanks :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865724204","repostId":"1143063659","repostType":4,"repost":{"id":"1143063659","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":1633019172,"share":"https://www.laohu8.com/m/news/1143063659?lang=&edition=full","pubTime":"2021-10-01 00:26","market":"us","language":"en","title":"Haircare firm Olaplex spikes 17% on its first day of trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1143063659","media":"Reuters","summary":"Haircare firm Olaplex spikes 17% on its first day of trading.\n\nHair products maker Olaplex Holdings,","content":"<p>Haircare firm Olaplex spikes 17% on its first day of trading.</p>\n<p><img src=\"https://static.tigerbbs.com/3dba0d95dc171cf44c5b8cc6510c33e7\" tg-width=\"1836\" tg-height=\"819\" width=\"100%\" height=\"auto\"></p>\n<p>Hair products maker <b><a href=\"https://laohu8.com/S/OLPX\">Olaplex Holdings, Inc.</a></b> fetched a valuation of more than $13.6 billion in an upsized initial public offering after pricing shares at $21 apiece, the Advent International-owned company said on Thursday.</p>\n<p>The Santa Barbara, California-based company saidrefini.tv/3AWFZRlit offered 73.7 million shares, raising about $1.55 billion. It had earlier planned to sell 67 million shares in the price range between $17 and $19 each.</p>\n<p>Olaplex’s offering comes as Americans, over the past year, spent more on skin and hair care products compared to make-up and cosmetics due to the COVID-19 pandemic and its associated lockdowns.</p>\n<p>The company sells shampoos, conditioners, treatments and oils aimed at treating damaged hair, with prices running up to as much as $196 for a bundle.</p>\n<p>Its net sales grew 90% year-over-year in 2020, a recent regulatory filing showed, while adjusted net income rose to $131.1 million over the same period from $100.5 million a year earlier.</p>\n<p>Founded in 2014 in a California garage, Olaplex sells its products in more than 100 countries, with beauty chain Sephora and SalonCentric and Sally Beauty Holding Inc’s Beauty Systems Group among its biggest customers.</p>\n<p>Advent, which bought Olaplex in 2019, owns about 79.6% of the combined voting power in the company after the offering through associated investment funds.</p>\n<p>Olaplex shares are expected to begin trading on the Nasdaq later on Thursday under the symbol “OLPX”, and the offering is expected to close on Oct. 4.</p>\n<p>Goldman Sachs &amp; Co, J.P. Morgan, Morgan Stanley and Barclays were the lead underwriters for the IPO.</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>Haircare firm Olaplex spikes 17% on its first day of 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\">\nHaircare firm Olaplex spikes 17% on its first day of trading\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\">2021-10-01 00:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Haircare firm Olaplex spikes 17% on its first day of trading.</p>\n<p><img src=\"https://static.tigerbbs.com/3dba0d95dc171cf44c5b8cc6510c33e7\" tg-width=\"1836\" tg-height=\"819\" width=\"100%\" height=\"auto\"></p>\n<p>Hair products maker <b><a href=\"https://laohu8.com/S/OLPX\">Olaplex Holdings, Inc.</a></b> fetched a valuation of more than $13.6 billion in an upsized initial public offering after pricing shares at $21 apiece, the Advent International-owned company said on Thursday.</p>\n<p>The Santa Barbara, California-based company saidrefini.tv/3AWFZRlit offered 73.7 million shares, raising about $1.55 billion. It had earlier planned to sell 67 million shares in the price range between $17 and $19 each.</p>\n<p>Olaplex’s offering comes as Americans, over the past year, spent more on skin and hair care products compared to make-up and cosmetics due to the COVID-19 pandemic and its associated lockdowns.</p>\n<p>The company sells shampoos, conditioners, treatments and oils aimed at treating damaged hair, with prices running up to as much as $196 for a bundle.</p>\n<p>Its net sales grew 90% year-over-year in 2020, a recent regulatory filing showed, while adjusted net income rose to $131.1 million over the same period from $100.5 million a year earlier.</p>\n<p>Founded in 2014 in a California garage, Olaplex sells its products in more than 100 countries, with beauty chain Sephora and SalonCentric and Sally Beauty Holding Inc’s Beauty Systems Group among its biggest customers.</p>\n<p>Advent, which bought Olaplex in 2019, owns about 79.6% of the combined voting power in the company after the offering through associated investment funds.</p>\n<p>Olaplex shares are expected to begin trading on the Nasdaq later on Thursday under the symbol “OLPX”, and the offering is expected to close on Oct. 4.</p>\n<p>Goldman Sachs &amp; Co, J.P. Morgan, Morgan Stanley and Barclays were the lead underwriters for the IPO.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OLPX":"Olaplex Holdings, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143063659","content_text":"Haircare firm Olaplex spikes 17% on its first day of trading.\n\nHair products maker Olaplex Holdings, Inc. fetched a valuation of more than $13.6 billion in an upsized initial public offering after pricing shares at $21 apiece, the Advent International-owned company said on Thursday.\nThe Santa Barbara, California-based company saidrefini.tv/3AWFZRlit offered 73.7 million shares, raising about $1.55 billion. It had earlier planned to sell 67 million shares in the price range between $17 and $19 each.\nOlaplex’s offering comes as Americans, over the past year, spent more on skin and hair care products compared to make-up and cosmetics due to the COVID-19 pandemic and its associated lockdowns.\nThe company sells shampoos, conditioners, treatments and oils aimed at treating damaged hair, with prices running up to as much as $196 for a bundle.\nIts net sales grew 90% year-over-year in 2020, a recent regulatory filing showed, while adjusted net income rose to $131.1 million over the same period from $100.5 million a year earlier.\nFounded in 2014 in a California garage, Olaplex sells its products in more than 100 countries, with beauty chain Sephora and SalonCentric and Sally Beauty Holding Inc’s Beauty Systems Group among its biggest customers.\nAdvent, which bought Olaplex in 2019, owns about 79.6% of the combined voting power in the company after the offering through associated investment funds.\nOlaplex shares are expected to begin trading on the Nasdaq later on Thursday under the symbol “OLPX”, and the offering is expected to close on Oct. 4.\nGoldman Sachs & Co, J.P. Morgan, Morgan Stanley and Barclays were the lead underwriters for the IPO.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893908894,"gmtCreate":1628225928018,"gmtModify":1631891351861,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Pls like &amp; comment, thank you 😊","listText":"Pls like &amp; comment, thank you 😊","text":"Pls like & comment, thank you 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893908894","repostId":"1199377263","repostType":4,"repost":{"id":"1199377263","pubTimestamp":1628222564,"share":"https://www.laohu8.com/m/news/1199377263?lang=&edition=full","pubTime":"2021-08-06 12:02","market":"us","language":"en","title":"The S&P 500 looks strong — but these ‘internals’ are far less positive","url":"https://stock-news.laohu8.com/highlight/detail?id=1199377263","media":"MarketWatch","summary":"The S&P 500 index continues to accelerate to the upside. A new all-time closing high was registered ","content":"<p>The S&amp;P 500 index continues to accelerate to the upside. A new all-time closing high was registered on Tuesday. Yet, the “internals” of the market remain in a far worse state. This has been the case for some time (since June 11, at least), and it may continue to be the case for a while longer.</p>\n<p>But as long as the S&amp;P&nbsp;chart is positive and above support, a “core” long position is recommended.</p>\n<p>The first support level is now roughly 4370. That was the low on the two most recent days on which SPX sold off and then rebounded – July 27 and Tuesday (yes, the same day that SPX bounced back from that level and then closed at a new all-time high). Since it has been doubly tested, that makes it a viable support level. There is resistance at 4430, the all-time intraday high.</p>\n<p>You can see from the accompanying chart that SPX has been in a rather right trading since July 23 – between 4370 and 4430.</p>\n<p>A breakout from that range will be significant. If it were to break to the downside, that would be a negative for the SPX chart. Below there, a major support area exists at 4233, and it would likely be tested quickly after a break below 4370.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fde9899a8fd1227a022dfe59858d4c5\" tg-width=\"699\" tg-height=\"523\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p>\n<p>So the SPX chart is still positive, but there is a McMillan Volatility Band (MVB) sell signal in place (green “S” on chart).</p>\n<p>Now let’s look at some of the indicators that encompass a larger number of stocks. You will see that they are far less positive. First are the equity-only put-call ratios. These have been rising for a month, meaning they have been on sell signals during that time. Put volume has been heavy, relative to call volume, and that is what is causing these ratios to rise. It looks like there is a slight “wiggle” in the standard ratio’s chart, but the computer analysis programs say that is not significant.</p>\n<p>The larger picture here is that as many stocks have been declining, option traders have been buying puts on those stocks, forcing these equity-only put-call ratios higher. As long as the ratios are rising, they will remain on sell signals.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87099f2be31d9ce51b1b0c4708a9f046\" tg-width=\"699\" tg-height=\"535\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f08da61f702fd9abb483cd1d8f5b4ba\" tg-width=\"700\" tg-height=\"523\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p>\n<p>Market breadth (advances minus declines) has been woeful since mid-June. That is, most stocks are going down, even though SPX is going up. In fact, what is driving this market is a handful of large-cap NASDAQ stocks (the FAANG stocks plus Microsoft are the strongest stocks).</p>\n<p>Things have improved a little in the last couple of weeks, and so our breadth oscillators are on buy signals, but they are still in negative territory. Normally when SPX is making new all-time highs, the breadth oscillators are will into positive territory, reflecting a strong overall market. But that is not the case now.</p>\n<p>Moreover, cumulative breadth (the running total of daily advances minus declines) has not made a new all-time high since June 11. SPX has made a new closing or intraday high on 19 separate trading days since then. That is a huge, negative market divergence, but it alone is not a sell signal. Rather, it is a strong warning to be alert – to avoid complacency.</p>\n<p>New 52-week highs on the NYSE continue to lead new 52-week lows. Recently, there have been some isolated days where new lows exceeded new highs using NASDAQ or “stocks only” data, but not when using NYSE data. That means this indicator remains bullish for stocks. It would turn negative if NYSE new lows exceeded new highs and were sufficiently large, but that has not happened.</p>\n<p>There is a realized volatility sell signal in place, as well. That occurred when the S&amp;P’s 20-day historical volatility first fell below 8% (in mid-June) and then later rose above 11% (in late July).</p>\n<p>Implied volatility, on the other hand, remains in a bullish state, as far the stock market is concerned. The VIX “spike peak” buy signal of July 20 remains in place. Moreover, the VIX 200-day moving average is still declining and is well above the price of VIX.There has been a slow “creep” upward by VIX, from 15 to 19 over the last month, but that doesn’t appear to be a significant change of trend.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3501a851250cf90d4f08e0152a5d9a9\" tg-width=\"700\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p>\n<p>Finally, the construct of volatility derivatives remains positive for the stock market. The VIX futures are trading at a premium to VIX, and the term structures of those VIX futures and the CBOE Volatility Indices slope upward.</p>\n<p>The SPX chart is still positive. That is the most important fact. Until that changes, a long “core” position is recommended. Around that, one can trade confirmed signals – both buy and sell. A violation of the 4370 area by SPX would change things for the negative, but a breakout to new all-time highs above 4430 would reinforce the bullish case.</p>\n<p><b>New recommendation: Conditional SPX sell signal</b></p>\n<p>Based on the above article, we are going to lay out some parameters regarding taking a bearish position should SPX support be broken:</p>\n<p><b>IF SPX trades below 4370 and stays there for an hour,</b></p>\n<p><b>THEN buy 1 SPY Aug (27th) at-the-money put</b></p>\n<p><b>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; And sell 1 SPY Aug (27th) put with a striking price 25 points lower.</b></p>\n<p>In addition,</p>\n<p><b>IF SPX closes below 4370,</b></p>\n<p><b>THEN buy another bear spread:</b></p>\n<p><b>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Buy 1 (more) SPY Aug (27th) at-the-money put</b></p>\n<p><b>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; And sell 1 (more) SPY Aug (27th) put with a striking price 25 points lower.</b></p>\n<p>Note that it is possible that the second condition (close below 4370) could occur without the first condition being satisfied (if SPX breaks below 4370 late in a trading day). If that is the case, then buy 2 of these spreads on the close.</p>\n<p>Finally, if these spreads are established, stop yourself out of all of these bear spreads on an SPX close above 4430.</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>The S&P 500 looks strong — but these ‘internals’ are far less positive</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 S&P 500 looks strong — but these ‘internals’ are far less positive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-s-p-500-looks-strong-but-these-internals-are-far-less-positive-01628176855?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 index continues to accelerate to the upside. A new all-time closing high was registered on Tuesday. Yet, the “internals” of the market remain in a far worse state. This has been the case ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-s-p-500-looks-strong-but-these-internals-are-far-less-positive-01628176855?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-s-p-500-looks-strong-but-these-internals-are-far-less-positive-01628176855?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199377263","content_text":"The S&P 500 index continues to accelerate to the upside. A new all-time closing high was registered on Tuesday. Yet, the “internals” of the market remain in a far worse state. This has been the case for some time (since June 11, at least), and it may continue to be the case for a while longer.\nBut as long as the S&P chart is positive and above support, a “core” long position is recommended.\nThe first support level is now roughly 4370. That was the low on the two most recent days on which SPX sold off and then rebounded – July 27 and Tuesday (yes, the same day that SPX bounced back from that level and then closed at a new all-time high). Since it has been doubly tested, that makes it a viable support level. There is resistance at 4430, the all-time intraday high.\nYou can see from the accompanying chart that SPX has been in a rather right trading since July 23 – between 4370 and 4430.\nA breakout from that range will be significant. If it were to break to the downside, that would be a negative for the SPX chart. Below there, a major support area exists at 4233, and it would likely be tested quickly after a break below 4370.\nLAWRENCE MCMILLAN\nSo the SPX chart is still positive, but there is a McMillan Volatility Band (MVB) sell signal in place (green “S” on chart).\nNow let’s look at some of the indicators that encompass a larger number of stocks. You will see that they are far less positive. First are the equity-only put-call ratios. These have been rising for a month, meaning they have been on sell signals during that time. Put volume has been heavy, relative to call volume, and that is what is causing these ratios to rise. It looks like there is a slight “wiggle” in the standard ratio’s chart, but the computer analysis programs say that is not significant.\nThe larger picture here is that as many stocks have been declining, option traders have been buying puts on those stocks, forcing these equity-only put-call ratios higher. As long as the ratios are rising, they will remain on sell signals.\nLAWRENCE MCMILLAN\nLAWRENCE MCMILLAN\nMarket breadth (advances minus declines) has been woeful since mid-June. That is, most stocks are going down, even though SPX is going up. In fact, what is driving this market is a handful of large-cap NASDAQ stocks (the FAANG stocks plus Microsoft are the strongest stocks).\nThings have improved a little in the last couple of weeks, and so our breadth oscillators are on buy signals, but they are still in negative territory. Normally when SPX is making new all-time highs, the breadth oscillators are will into positive territory, reflecting a strong overall market. But that is not the case now.\nMoreover, cumulative breadth (the running total of daily advances minus declines) has not made a new all-time high since June 11. SPX has made a new closing or intraday high on 19 separate trading days since then. That is a huge, negative market divergence, but it alone is not a sell signal. Rather, it is a strong warning to be alert – to avoid complacency.\nNew 52-week highs on the NYSE continue to lead new 52-week lows. Recently, there have been some isolated days where new lows exceeded new highs using NASDAQ or “stocks only” data, but not when using NYSE data. That means this indicator remains bullish for stocks. It would turn negative if NYSE new lows exceeded new highs and were sufficiently large, but that has not happened.\nThere is a realized volatility sell signal in place, as well. That occurred when the S&P’s 20-day historical volatility first fell below 8% (in mid-June) and then later rose above 11% (in late July).\nImplied volatility, on the other hand, remains in a bullish state, as far the stock market is concerned. The VIX “spike peak” buy signal of July 20 remains in place. Moreover, the VIX 200-day moving average is still declining and is well above the price of VIX.There has been a slow “creep” upward by VIX, from 15 to 19 over the last month, but that doesn’t appear to be a significant change of trend.\nLAWRENCE MCMILLAN\nFinally, the construct of volatility derivatives remains positive for the stock market. The VIX futures are trading at a premium to VIX, and the term structures of those VIX futures and the CBOE Volatility Indices slope upward.\nThe SPX chart is still positive. That is the most important fact. Until that changes, a long “core” position is recommended. Around that, one can trade confirmed signals – both buy and sell. A violation of the 4370 area by SPX would change things for the negative, but a breakout to new all-time highs above 4430 would reinforce the bullish case.\nNew recommendation: Conditional SPX sell signal\nBased on the above article, we are going to lay out some parameters regarding taking a bearish position should SPX support be broken:\nIF SPX trades below 4370 and stays there for an hour,\nTHEN buy 1 SPY Aug (27th) at-the-money put\n            And sell 1 SPY Aug (27th) put with a striking price 25 points lower.\nIn addition,\nIF SPX closes below 4370,\nTHEN buy another bear spread:\n            Buy 1 (more) SPY Aug (27th) at-the-money put\n            And sell 1 (more) SPY Aug (27th) put with a striking price 25 points lower.\nNote that it is possible that the second condition (close below 4370) could occur without the first condition being satisfied (if SPX breaks below 4370 late in a trading day). If that is the case, then buy 2 of these spreads on the close.\nFinally, if these spreads are established, stop yourself out of all of these bear spreads on an SPX close above 4430.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":857265392,"gmtCreate":1635531021687,"gmtModify":1635531021790,"author":{"id":"3577623438086474","authorId":"3577623438086474","authorIdStr":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474"},"themes":[],"htmlText":"Thanks for the pov.&nbsp;","listText":"Thanks for the pov.&nbsp;","text":"Thanks for the pov.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857265392","repostId":"1196513869","repostType":2,"repost":{"id":"1196513869","pubTimestamp":1635490949,"share":"https://www.laohu8.com/m/news/1196513869?lang=&edition=full","pubTime":"2021-10-29 15:02","market":"us","language":"en","title":"Nio Is the Same Great Investment Opportunity It Always Was","url":"https://stock-news.laohu8.com/highlight/detail?id=1196513869","media":"InvestorPlace","summary":"In my estimation, investing in Nio(NYSE:NIO) stock remains an excellent opportunity. I don’t say tha","content":"<p>In my estimation, investing in&nbsp;<b>Nio</b>(NYSE:<b>NIO</b>) stock remains an excellent opportunity. I don’t say that only because it has risen by 20% in price over the past two weeks. In fact, I’m not very enthusiastic that share prices will continue to rise in the immediate future. Nio has proven volatile over the year. It’s an EV maker and a Chinese firm, so it has every chance to remain volatile.</p>\n<p>But the longer-term picture is clear. Nio has a bright future ahead. And while valuation concerns persist, they’re overblown. EV stocks are not fossil fuel vehicles stocks and they will never trade similarly.</p>\n<p>The reasons that investors should consider Nio remain the same: growth and position.</p>\n<p><b>Losses are Paramount</b></p>\n<p>Naysayers often find fault in Nio for any number of reasons. It’s a young company which most recently recorded$1.225 billion in quarterly revenues, reaching $243.8 million in profits. Those are phenomenal numbers for such a young company. However, Nio still managed to record a net loss of $90.9 million in Q2 on those strong sales numbers.</p>\n<p>If we compare those net losses to&nbsp;<b>Tesla’s</b>(NASDAQ:<b>TSLA</b>), Nio doesn’t look bad. From 2015 to 2019 Tesla recordedannual net losses exceeding $500 millionin each year. In 2017, those losses approached $2 billion. And those losses only became net gains in 2020.</p>\n<p>That should ease the worries of Nio stock investors. If we assume Nio will follow Tesla’s footsteps, then a turning point where losses become gains is clearly ahead.</p>\n<p>In my mind, losses are one of the most important numbers to consider when looking at Nio. Operational efficiency can’t happen overnight. But any positive investor has to imagine that net gains are an inevitability for the firm.</p>\n<p>Nio is going to continue to increase its delivery numbers while finding new efficiencies. A turning point will occur sometime soon. A recent article suggests that point willoccur in 2023.</p>\n<p>For now, investors should be satisfied with Nio’s delivery numbers in the face of a global semiconductor shortage and disrupted supply chains.</p>\n<p><b>Deliveries Equally Paramount</b></p>\n<p>In Q2, Nio delivered 21,896 vehicles. Depending on one’s perspective, that was disappointing. On a year-over-year basis it was a very strong number. Those deliveries represented a 112% delivery increase from 10,331 in Q2 ‘20.</p>\n<p>However, on a sequential basis, there was reason for some concern. Nio delivered 20,060 vehicles in Q1. And 9.15% delivery growth simply isn’t enough for Nio at this point. That truth factored into NIO stock sliding 15% immediately following Q2 earnings.</p>\n<p>So it is no surprise that Nio wants the public to understand that it expects to increase those deliveries.A recent press release shows as much:</p>\n<blockquote>\n “With the concerted efforts of NIO teams and supply chain partners, NIO delivered 10,628 vehicles globally in September 2021, an all-time high monthly record representing a robust growth of 125.7% year-over-year.”\n</blockquote>\n<p>We can assume that Nio would have delivered far more vehicles in Q2 were supply chain issues normal. However, they weren’t. Nio noted that concerted efforts with its supply chain partners have resulted in that record September delivery figure. In other words, it pressed hard despite the issues so that deliveries would rise.</p>\n<p>The company also noted that it delivered 24,439 vehicles in the three months ended September. That indicates growth more in line with what investors expect and that the firm is solving supply chain issues.</p>\n<p><b>What to Do</b></p>\n<p>I remain a fan of Nio despite its macro environment—which includes severe headwinds. Being a Chinese firm makes Nio riskier given China’s efforts to control its economy. The semiconductor supply chain is notably difficult as well.</p>\n<p>But Nio will post another record quarter in Q3. And the future is certain for Nio as a global EV competitor.</p>","source":"lsy1612507957220","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>Nio Is the Same Great Investment Opportunity It Always Was</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\">\nNio Is the Same Great Investment Opportunity It Always Was\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-29 15:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nio-same-great-investment-opportunity-100041924.html><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In my estimation, investing in Nio(NYSE:NIO) stock remains an excellent opportunity. I don’t say that only because it has risen by 20% in price over the past two weeks. In fact, I’m not very ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nio-same-great-investment-opportunity-100041924.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://finance.yahoo.com/news/nio-same-great-investment-opportunity-100041924.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196513869","content_text":"In my estimation, investing in Nio(NYSE:NIO) stock remains an excellent opportunity. I don’t say that only because it has risen by 20% in price over the past two weeks. In fact, I’m not very enthusiastic that share prices will continue to rise in the immediate future. Nio has proven volatile over the year. It’s an EV maker and a Chinese firm, so it has every chance to remain volatile.\nBut the longer-term picture is clear. Nio has a bright future ahead. And while valuation concerns persist, they’re overblown. EV stocks are not fossil fuel vehicles stocks and they will never trade similarly.\nThe reasons that investors should consider Nio remain the same: growth and position.\nLosses are Paramount\nNaysayers often find fault in Nio for any number of reasons. It’s a young company which most recently recorded$1.225 billion in quarterly revenues, reaching $243.8 million in profits. Those are phenomenal numbers for such a young company. However, Nio still managed to record a net loss of $90.9 million in Q2 on those strong sales numbers.\nIf we compare those net losses to Tesla’s(NASDAQ:TSLA), Nio doesn’t look bad. From 2015 to 2019 Tesla recordedannual net losses exceeding $500 millionin each year. In 2017, those losses approached $2 billion. And those losses only became net gains in 2020.\nThat should ease the worries of Nio stock investors. If we assume Nio will follow Tesla’s footsteps, then a turning point where losses become gains is clearly ahead.\nIn my mind, losses are one of the most important numbers to consider when looking at Nio. Operational efficiency can’t happen overnight. But any positive investor has to imagine that net gains are an inevitability for the firm.\nNio is going to continue to increase its delivery numbers while finding new efficiencies. A turning point will occur sometime soon. A recent article suggests that point willoccur in 2023.\nFor now, investors should be satisfied with Nio’s delivery numbers in the face of a global semiconductor shortage and disrupted supply chains.\nDeliveries Equally Paramount\nIn Q2, Nio delivered 21,896 vehicles. Depending on one’s perspective, that was disappointing. On a year-over-year basis it was a very strong number. Those deliveries represented a 112% delivery increase from 10,331 in Q2 ‘20.\nHowever, on a sequential basis, there was reason for some concern. Nio delivered 20,060 vehicles in Q1. And 9.15% delivery growth simply isn’t enough for Nio at this point. That truth factored into NIO stock sliding 15% immediately following Q2 earnings.\nSo it is no surprise that Nio wants the public to understand that it expects to increase those deliveries.A recent press release shows as much:\n\n “With the concerted efforts of NIO teams and supply chain partners, NIO delivered 10,628 vehicles globally in September 2021, an all-time high monthly record representing a robust growth of 125.7% year-over-year.”\n\nWe can assume that Nio would have delivered far more vehicles in Q2 were supply chain issues normal. However, they weren’t. Nio noted that concerted efforts with its supply chain partners have resulted in that record September delivery figure. In other words, it pressed hard despite the issues so that deliveries would rise.\nThe company also noted that it delivered 24,439 vehicles in the three months ended September. That indicates growth more in line with what investors expect and that the firm is solving supply chain issues.\nWhat to Do\nI remain a fan of Nio despite its macro environment—which includes severe headwinds. Being a Chinese firm makes Nio riskier given China’s efforts to control its economy. The semiconductor supply chain is notably difficult as well.\nBut Nio will post another record quarter in Q3. And the future is certain for Nio as a global EV competitor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}