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2021-12-29

[Doubt] [Doubt] [Doubt]

ContextLogic Stock Could Have One Last Spike Left, But Don’t Count on It

2021-12-27

Up up up

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2021-12-25

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A Christmas Wish List For EV Makers

2021-12-24

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What are MKM Partners 'Black Swan' Internet predictions for 2022?

2021-12-23

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Are there any bubbles in Apple stock?

2021-12-22

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CarMax shares jump 5.12% premarket after earnings beat estimates amid strong demand for used cars

2021-12-21

The impact over the next five years on underlying revenue growth and profitability will be significant.

SoFi And Its Bulls Might Just Be Standing On The Cusp Of Something Big

2021-12-19

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3 Stocks That Could Be Worth More Than Apple by 2035

2021-12-18

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Got $5,000? These 3 Growth Stocks Are Trading Near Their 52-Week Lows

2021-12-16

Good

Novartis Will Initiate Share Buyback of up to $15B

2021-12-15

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Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%

2021-12-14

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2 Warren Buffett Dividend Stocks to Buy Right Now

2021-12-12

I will keep the potential company share

Is Inflation Going to Cool Down Anytime Soon?

2021-12-10

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Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.

2021-12-07

Up up up

Pinduoduo shares surged 11% in morning trading

2021-12-05

Time to buy???

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2021-12-04

[Like] [Like] [Like]

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2021-12-02

To the moon

Social media stocks jumped in morning trading

2021-11-28

start small, and build a position slowly through dollar-cost averaging.

Up 150% This Year, Is Nvidia Stock a Smart Buy Now?

2021-11-24

Up up up

Twitter Languishes Back Where It Started 8 Years Ago but Merits a Fresh Look

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[Doubt] [Doubt]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696745810","repostId":"1165602072","repostType":4,"repost":{"id":"1165602072","kind":"news","pubTimestamp":1640777904,"share":"https://www.laohu8.com/m/news/1165602072?lang=&edition=full","pubTime":"2021-12-29 19:38","market":"us","language":"en","title":"ContextLogic Stock Could Have One Last Spike Left, But Don’t Count on It","url":"https://stock-news.laohu8.com/highlight/detail?id=1165602072","media":"InvestorPlace","summary":"Before betting on WISH stock, remember that speculators have lost big on ContextLogic","content":"<html><head></head><body><p>Meme stocks took the market by storm at the start of the year only to peak by February 2021. On Reddit’s subgroup, WallStreetBets (or WSB),<b>ContextLogic</b>(NASDAQ:<b><u>WISH</u></b>) stock defied reality when “wish” became a meme play.</p><p>Wishing WISH stock would become the next <b>Amazon.com</b>(NASDAQ:<b><u>AMZN</u></b>) ended in disappointment. Had WSB members shopped on the site, they would have realized the e-commerce firm did not have a moat.</p><p>When the lockdown due to the pandemic eased, ContextLogic lost its momentum. Shoppers who had a poor experience buying goods from the site did not return. Flush with cash from going public, the company boldly declared it would invest in the business.</p><p>WISH shares have one last, albiet remote, chance of spiking higher. After tax-loss selling, re-introductions of a partial lockdown could invite speculators to bet on the stock again.</p><p><b>WISH Stock Hurt By Q3 Results</b></p><p>In the third quarter, ContextLogic reported a loss of 10 cents a share. Revenue slumped by 39.3% year-on-year to $368 million.</p><p>Management implied its outlook is unclear, so it did not provide fourth-quarter revenue guidance. It knew enough to admit that revenue will fall below Q3 results despite the seasonally strong holiday period.</p><p>ContextLogic said ongoing reductions in ad spending in Q4, compared to Q3, will hurt revenue. It already experienced a 20% drop in revenue in Q4 through the end of October. Investors should expect a negative adjusted EBITDA in the range of a $30 million to $35 million loss.</p><p>Last month, Chief Executive Officer and company founder Piotr Szulczewski said he would step down but remain on the board. He laid the groundwork to grow Wish into a global e-commerce marketplace.</p><p>At a $2.2 billion market capitalization, the firm needs a seasoned veteran to grow the company from here.</p><p>Wish needs to reverse the monthly average user declines without depending on expensive advertising spending. It needs to strengthen its moat or risk losing to the bigger ecommerce players in the market.</p><p>For example, local pickup and local return could give customers a better experience than delivery. They could save on shipping costs compared to buying on <b>eBay</b>(NASDAQ:<b><u>EBAY</u></b>) or Amazon.com.</p><p>Wish is maximizing cost synergies related to its ship-to-home network. It is expanding its local logistic network. Already, 10% of its total orders are coming from local networks. In some countries, it is significant at 40%.</p><p>The firm needs to report higher network usage. Once it achieves economies of scale, it will cut its costs while increasing customer satisfaction.</p><p><b>Risks Abound</b></p><p>Local pickup will serve as a moat for Wish if competitors face higher delivery costs. The company still needs to hold sellers accountable for offering quality products. They need to give customers a better return policy.</p><p>If returns take too long to process or sellers fail to honor refunds, Wish will lose its customer’s trust.</p><p>In 2022, Wish may potentially reverse its adjusted EBITDA losses and turn a profit. Executives said on the conference call that they will invest in the business to improve the buyer experience. Still, it offered few details on what it will do to give a better shopping experience for customers.</p><p>After the stock collapsed from February highs, ContextLogic could buy back shares to lower the share float. Although it has higher expenses ahead required for operations, it also ended the quarter with $1.07 billion in cash and cash equivalents.</p><p>The bearish short float is almost 12%. A modest stock buyback would squeeze short-sellers and send the stock higher.</p><p>WSB speculators who sold the stock to book losses may buy the stock back. WISH shares could rally back to around $4.00 at the 50-day moving average.</p><p>In an unlikely scenario, thousands of WSB members could bid the stock to the 200-day simple moving average at around $8.00. WSB’s member count grew by almost 500,000 users in the last few months to 11.4 million. It will take only a few hundred buyers on WISH shares to send the stock higher, albeit briefly.</p><p><b>Your Takeaway</b></p><p>ContextLogic has a very bearish chart. The stock peaked at $32.85. When it found support at $8.00 in May, meme traders sent Wish shares to over $14.00.</p><p>The stock trended lower since June. Now that it is trading at around $3.60 (at the time of writing), penny stock traders may bet on a bounce.</p><p>The stock will need euphoric buying in technology stocks, particularly the beaten-down ecommerce companies.</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>ContextLogic Stock Could Have One Last Spike Left, But Don’t Count on It</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\">\nContextLogic Stock Could Have One Last Spike Left, But Don’t Count on It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 19:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/wish-stock-could-have-one-last-spike-left-but-dont-count-on-it/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meme stocks took the market by storm at the start of the year only to peak by February 2021. On Reddit’s subgroup, WallStreetBets (or WSB),ContextLogic(NASDAQ:WISH) stock defied reality when “wish” ...</p>\n\n<a href=\"https://investorplace.com/2021/12/wish-stock-could-have-one-last-spike-left-but-dont-count-on-it/\">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://investorplace.com/2021/12/wish-stock-could-have-one-last-spike-left-but-dont-count-on-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165602072","content_text":"Meme stocks took the market by storm at the start of the year only to peak by February 2021. On Reddit’s subgroup, WallStreetBets (or WSB),ContextLogic(NASDAQ:WISH) stock defied reality when “wish” became a meme play.Wishing WISH stock would become the next Amazon.com(NASDAQ:AMZN) ended in disappointment. Had WSB members shopped on the site, they would have realized the e-commerce firm did not have a moat.When the lockdown due to the pandemic eased, ContextLogic lost its momentum. Shoppers who had a poor experience buying goods from the site did not return. Flush with cash from going public, the company boldly declared it would invest in the business.WISH shares have one last, albiet remote, chance of spiking higher. After tax-loss selling, re-introductions of a partial lockdown could invite speculators to bet on the stock again.WISH Stock Hurt By Q3 ResultsIn the third quarter, ContextLogic reported a loss of 10 cents a share. Revenue slumped by 39.3% year-on-year to $368 million.Management implied its outlook is unclear, so it did not provide fourth-quarter revenue guidance. It knew enough to admit that revenue will fall below Q3 results despite the seasonally strong holiday period.ContextLogic said ongoing reductions in ad spending in Q4, compared to Q3, will hurt revenue. It already experienced a 20% drop in revenue in Q4 through the end of October. Investors should expect a negative adjusted EBITDA in the range of a $30 million to $35 million loss.Last month, Chief Executive Officer and company founder Piotr Szulczewski said he would step down but remain on the board. He laid the groundwork to grow Wish into a global e-commerce marketplace.At a $2.2 billion market capitalization, the firm needs a seasoned veteran to grow the company from here.Wish needs to reverse the monthly average user declines without depending on expensive advertising spending. It needs to strengthen its moat or risk losing to the bigger ecommerce players in the market.For example, local pickup and local return could give customers a better experience than delivery. They could save on shipping costs compared to buying on eBay(NASDAQ:EBAY) or Amazon.com.Wish is maximizing cost synergies related to its ship-to-home network. It is expanding its local logistic network. Already, 10% of its total orders are coming from local networks. In some countries, it is significant at 40%.The firm needs to report higher network usage. Once it achieves economies of scale, it will cut its costs while increasing customer satisfaction.Risks AboundLocal pickup will serve as a moat for Wish if competitors face higher delivery costs. The company still needs to hold sellers accountable for offering quality products. They need to give customers a better return policy.If returns take too long to process or sellers fail to honor refunds, Wish will lose its customer’s trust.In 2022, Wish may potentially reverse its adjusted EBITDA losses and turn a profit. Executives said on the conference call that they will invest in the business to improve the buyer experience. Still, it offered few details on what it will do to give a better shopping experience for customers.After the stock collapsed from February highs, ContextLogic could buy back shares to lower the share float. Although it has higher expenses ahead required for operations, it also ended the quarter with $1.07 billion in cash and cash equivalents.The bearish short float is almost 12%. A modest stock buyback would squeeze short-sellers and send the stock higher.WSB speculators who sold the stock to book losses may buy the stock back. WISH shares could rally back to around $4.00 at the 50-day moving average.In an unlikely scenario, thousands of WSB members could bid the stock to the 200-day simple moving average at around $8.00. WSB’s member count grew by almost 500,000 users in the last few months to 11.4 million. It will take only a few hundred buyers on WISH shares to send the stock higher, albeit briefly.Your TakeawayContextLogic has a very bearish chart. The stock peaked at $32.85. When it found support at $8.00 in May, meme traders sent Wish shares to over $14.00.The stock trended lower since June. Now that it is trading at around $3.60 (at the time of writing), penny stock traders may bet on a bounce.The stock will need euphoric buying in technology stocks, particularly the beaten-down ecommerce companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698770227,"gmtCreate":1640565931054,"gmtModify":1640565931848,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698770227","repostId":"2193178790","repostType":4,"isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698248641,"gmtCreate":1640421775173,"gmtModify":1640421776035,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698248641","repostId":"1173048178","repostType":4,"repost":{"id":"1173048178","kind":"news","pubTimestamp":1640393368,"share":"https://www.laohu8.com/m/news/1173048178?lang=&edition=full","pubTime":"2021-12-25 08:49","market":"us","language":"en","title":"A Christmas Wish List For EV Makers","url":"https://stock-news.laohu8.com/highlight/detail?id=1173048178","media":"Benzinga","summary":"Wall Street is unanimous about the massive electric vehicle market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish lists for the EV makers.Christmas Wish List:The EV sectors would be hoping for two things heading into Christmas and the end of the year, Ives said.Moderation in the chip shortage that severely constrained production.Hope the EV demand inflection predicted for 2022 materializes.$5T Market Opportunit","content":"<p>Wall Street is unanimous about the massive electric vehicle&nbsp;market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on&nbsp;Christmas wish lists&nbsp;for the EV makers.</p>\n<p><b>Christmas Wish List:</b>The EV sectors would be hoping for two things heading into Christmas and the end of the year, Ives said.</p>\n<ul>\n <li>Moderation in the chip shortage that severely constrained production.</li>\n <li>Hope the EV demand inflection predicted for 2022 materializes.</li>\n</ul>\n<p><b>$5T Market Opportunity Over Next Decade:</b>&nbsp;The EV revolution&nbsp;expected to materialize in 2022 and beyond will translate to a $5 trillion market opportunity over the next decade,&nbsp;Ives said in the note.&nbsp;<b>Tesla&nbsp;Inc</b>(NASDAQ:TSLA) will be the major beneficiary of the inflection, the analyst said.</p>\n<p>Others such as&nbsp;traditional automakers&nbsp;<b>General Motors Company</b>(NYSE:GM),&nbsp;<b>Volkswagen AG</b>(OTC:VWAGY) and&nbsp;<b>Ford Motor Company</b>(NYSE:F), as well as EV-focused vendors<b>Canoo Inc</b>(NASDAQ:GOEV),&nbsp;<b>Lucid Group&nbsp;Inc</b>(NASDAQ:LCID),&nbsp;<b>Fisker&nbsp;Inc</b>(NYSE:FSR) and&nbsp;<b>Rivian Automotive&nbsp;Inc</b>(NASDAQ:RIVN) also stand to capitalize, he added.</p>\n<p>Europe and China have seen a clear acceleration in EV adoption.&nbsp;The U.S., with just 2% penetration, lags behind, the analyst noted.</p>\n<p>EV supply chain plays such as&nbsp;<b>Li-Cycle Holdings Corp</b>(NYSE:LICY),&nbsp;<b>ChargePoint Holdings&nbsp;Inc</b>(NYSE:CHPT),&nbsp;<b>Evgo&nbsp;Inc</b>(NASDAQ:EVGO),&nbsp;<b>Electric Last Mile Solutions&nbsp;Inc</b>(NASDAQ:ELMS),&nbsp;<b>Xos&nbsp;Inc</b>(NASDAQ:XOS) and&nbsp;<b>Hyzon Motors Inc</b>(NASDAQ:HYZN), among others are well-positioned to benefit, Ives said.</p>\n<p>On the software front,&nbsp;connected data&nbsp;plays such as&nbsp;<b>Wejo Group Ltd</b>(NASDAQ:WEJO) are likely to benefit from the next generation of EVs and adoption taking hold over the next 12 to 18 months, he added.</p>\n<p><b>EV Valuations Reflecting Future Growth:</b>&nbsp;EV valuations continue to soar, leading many to wonder whether this is a bubble or the first stage of a decade-long EV metamorphosis, Ives said.</p>\n<p>\"The EV stocks are reflecting future parabolic growth and margin potential over the coming years, with now the execution/capacity story taking hold into 2022,\" the analyst wrote in the note.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Christmas Wish List For EV Makers</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\">\nA Christmas Wish List For EV Makers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is unanimous about the massive electric vehicle market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers\">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","F":"福特汽车"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173048178","content_text":"Wall Street is unanimous about the massive electric vehicle market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish lists for the EV makers.\nChristmas Wish List:The EV sectors would be hoping for two things heading into Christmas and the end of the year, Ives said.\n\nModeration in the chip shortage that severely constrained production.\nHope the EV demand inflection predicted for 2022 materializes.\n\n$5T Market Opportunity Over Next Decade: The EV revolution expected to materialize in 2022 and beyond will translate to a $5 trillion market opportunity over the next decade, Ives said in the note. Tesla Inc(NASDAQ:TSLA) will be the major beneficiary of the inflection, the analyst said.\nOthers such as traditional automakers General Motors Company(NYSE:GM), Volkswagen AG(OTC:VWAGY) and Ford Motor Company(NYSE:F), as well as EV-focused vendorsCanoo Inc(NASDAQ:GOEV), Lucid Group Inc(NASDAQ:LCID), Fisker Inc(NYSE:FSR) and Rivian Automotive Inc(NASDAQ:RIVN) also stand to capitalize, he added.\nEurope and China have seen a clear acceleration in EV adoption. The U.S., with just 2% penetration, lags behind, the analyst noted.\nEV supply chain plays such as Li-Cycle Holdings Corp(NYSE:LICY), ChargePoint Holdings Inc(NYSE:CHPT), Evgo Inc(NASDAQ:EVGO), Electric Last Mile Solutions Inc(NASDAQ:ELMS), Xos Inc(NASDAQ:XOS) and Hyzon Motors Inc(NASDAQ:HYZN), among others are well-positioned to benefit, Ives said.\nOn the software front, connected data plays such as Wejo Group Ltd(NASDAQ:WEJO) are likely to benefit from the next generation of EVs and adoption taking hold over the next 12 to 18 months, he added.\nEV Valuations Reflecting Future Growth: EV valuations continue to soar, leading many to wonder whether this is a bubble or the first stage of a decade-long EV metamorphosis, Ives said.\n\"The EV stocks are reflecting future parabolic growth and margin potential over the coming years, with now the execution/capacity story taking hold into 2022,\" the analyst wrote in the note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698879648,"gmtCreate":1640353453953,"gmtModify":1640353562375,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698879648","repostId":"1156159690","repostType":4,"repost":{"id":"1156159690","kind":"news","pubTimestamp":1640335867,"share":"https://www.laohu8.com/m/news/1156159690?lang=&edition=full","pubTime":"2021-12-24 16:51","market":"us","language":"en","title":"What are MKM Partners 'Black Swan' Internet predictions for 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156159690","media":"seekingalpha","summary":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Bla","content":"<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.</p>\n<p>So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.</p>\n<p>The \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.</p>\n<p>Kulkarni said Facebook's(NASDAQ:FB)<a href=\"https://laohu8.com/S/CASH\">Meta</a> could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.</p>\n<p>\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.</p>\n<ul>\n <li>Kulkarni's other Black Swan predictions are:</li>\n <li>SPAC IPOs will outperform traditional IPOs and direct stock listings.</li>\n <li><a href=\"https://laohu8.com/S/UBER\">Uber</a>(NYSE:UBER)launches its own robotaxi service in several U.S. cities.</li>\n <li><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.</li>\n <li>DoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.</li>\n <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.</li>\n <li>Google's(NASDAQ:GOOG)YouTube get in position to go public.</li>\n <li>Snap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.</li>\n <li>As a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and&nbsp;falling demand for Peloton (PTON) products next year.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What are MKM Partners 'Black Swan' Internet predictions for 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat are MKM Partners 'Black Swan' Internet predictions for 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as...</p>\n\n<a href=\"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc.","SNAP":"Snap Inc","GOOG":"谷歌","TWTR":"Twitter","PTON":"Peloton Interactive, Inc.","AAPL":"苹果","DASH":"DoorDash, Inc."},"source_url":"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1156159690","content_text":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.\nThe \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.\nKulkarni said Facebook's(NASDAQ:FB)Meta could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.\n\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.\n\nKulkarni's other Black Swan predictions are:\nSPAC IPOs will outperform traditional IPOs and direct stock listings.\nUber(NYSE:UBER)launches its own robotaxi service in several U.S. cities.\nTwitter(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.\nDoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.\nApple(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.\nGoogle's(NASDAQ:GOOG)YouTube get in position to go public.\nSnap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.\nAs a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and falling demand for Peloton (PTON) products next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691706940,"gmtCreate":1640236745090,"gmtModify":1640236745869,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691706940","repostId":"1164467804","repostType":4,"repost":{"id":"1164467804","kind":"news","pubTimestamp":1640230809,"share":"https://www.laohu8.com/m/news/1164467804?lang=&edition=full","pubTime":"2021-12-23 11:40","market":"us","language":"en","title":"Are there any bubbles in Apple stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1164467804","media":"Seeking Alpha","summary":"Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.This has led some to say that the stock is in a bubble, as its price is rising rapidly.However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.Apple Inc. stock has delivered a solid performance in 2021. U","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.</li>\n <li>This has led some to say that the stock is in a bubble, as its price is rising rapidly.</li>\n <li>However, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.</li>\n <li>In this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"><span>Justin Sullivan/Getty Images News</span></p>\n<p><b>Apple Inc.</b>(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&amp;P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.</p>\n<p>With that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:</p>\n<ul>\n <li><p><i>“Apple Stock is Now a Bubble.”</i></p></li>\n <li><p><i>“Why Apple Stock May Be a Bubble That’s Ready to Burst.”</i></p></li>\n <li><p><i>“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”</i></p></li>\n</ul>\n<p>Not all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at&nbsp;TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8357bc3eaf626336dbf12b2ff1f410\" tg-width=\"485\" tg-height=\"457\" referrerpolicy=\"no-referrer\"><span>Source: TipRanks’ sentiment chart</span></p>\n<p>The bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward&nbsp;<b>Meta Platforms</b>(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.</p>\n<p><img src=\"https://static.tigerbbs.com/68bc8cf3f8fc200c2b7a9c85e69cc9f2\" tg-width=\"488\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p>\n<p>Which begs the question:</p>\n<p><i>Why?</i></p>\n<p>Apple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage –&nbsp;<b>Nintendo</b>(OTCPK:NTDOY) being one exception, if you count gaming as tech.</p>\n<p>This makes Apple arguably a&nbsp;wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated&nbsp;Apple ecosystem.</p>\n<p>This advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the&nbsp;fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.</p>\n<p><b>Competitive Landscape</b></p>\n<p>One of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments&nbsp;and entertainment.</p>\n<p>Some of Apple’s most noteworthy competitors include:</p>\n<ul>\n <li><p><b>Samsung</b>(OTC:SSNLF) - smartphones.</p></li>\n <li><p><b>Huawei</b>- smartphones.</p></li>\n <li><p><b>Alphabet</b>(GOOG) - smartphones, laptops, and software.</p></li>\n <li><p><b>Microsoft</b>(MSFT) - laptops.</p></li>\n <li><p><b>Dell</b>(NYSE:DELL)- laptops.</p></li>\n <li><p><b>Adobe</b>(ADBE) - creative software.</p></li>\n <li><p>And many more.</p></li>\n</ul>\n<p>A comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.</p>\n<p>How is Apple doing in the industries it competes in? According to&nbsp;Counterpoint Research&nbsp;and Statista, Apple’s market shares include:</p>\n<ul>\n <li><p>Smartphones: 47% in the US and 14% globally.</p></li>\n <li><p>Laptops: 15% in the US and 7.6% globally.</p></li>\n <li><p>Smartwatches: over 50% globally.</p></li>\n <li><p>Tablets: 35% globally.</p></li>\n</ul>\n<p>On the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and&nbsp;sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.</p>\n<p><b>The M1 Chip and Apple Services</b></p>\n<p>Speaking of future growth, it’s worth exploring two of Apple’s most promising categories:</p>\n<p><i>The M1 Chip and Apple Services.</i></p>\n<p>The M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:</p>\n<ul>\n <li><p>An 8-core CPU.</p></li>\n <li><p>A 7-core GPU.</p></li>\n <li><p>8 or 16 gigs of RAM (physically built into the chip).</p></li>\n <li><p>5nm process.</p></li>\n <li><p>16 billion transistors.</p></li>\n <li><p>3.2 GHZ max clock rate.</p></li>\n</ul>\n<p>Incredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless&nbsp;YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.</p>\n<p>Next up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually&nbsp;lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been&nbsp;flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.</p>\n<p><b>Financials and Valuation</b></p>\n<p>Now we can turn to Apple’s financials.</p>\n<p>Apple’s most recent quarter was a&nbsp;miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:</p>\n<ul>\n <li><p>$83 billion in revenue, up 29%.</p></li>\n <li><p>$27.3 billion in operating income, up 60%.</p></li>\n <li><p>$20.5 billion in net income, up 63%.</p></li>\n <li><p>$1.24 in diluted EPS, up 69%.</p></li>\n</ul>\n<p>The company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.</p>\n<p>These were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to&nbsp;Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:</p>\n<ul>\n <li><p>Revenue: 11%.</p></li>\n <li><p>Operating income: 12.7%.</p></li>\n <li><p>Net income: 15.7%.</p></li>\n <li><p>Diluted EPS: 22%.</p></li>\n <li><p>Cash flow: 10.7%.</p></li>\n</ul>\n<p>Again very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:</p>\n<p>Apple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a&nbsp;PEG ratio of just 0.43&nbsp;for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.</p>\n<p><b>Risks and Challenges</b></p>\n<p>While Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:</p>\n<ul>\n <li><p><b>Supply chain issues.</b>The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company&nbsp;slashed iPhone production&nbsp;because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.</p></li>\n <li><p><b>Scale.</b>Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.</p></li>\n <li><p><b>Disruption.</b>Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself&nbsp;did this once, to&nbsp;<b>BlackBerry</b>(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&amp;D, you never know where the next threat will come from.</p></li>\n</ul>\n<p>The above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.</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>Are there any bubbles in Apple 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\">\nAre there any bubbles in Apple stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4476363-apple-stock-no-bubble><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.\nThis has led some to say that the stock is in a bubble, as its price is rising rapidly.\nHowever, Apple's stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476363-apple-stock-no-bubble\">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://seekingalpha.com/article/4476363-apple-stock-no-bubble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164467804","content_text":"Summary\n\nApple stock has risen 34% this year, beating the NASDAQ 100 by a wide margin.\nThis has led some to say that the stock is in a bubble, as its price is rising rapidly.\nHowever, Apple's stock price gains are about in line with revenue growth, and actually slower than the most recent quarter's EPS growth.\nIn this article, I will develop a bullish thesis on Apple, arguing that it has a wide moat that will power future growth and profitability.\n\nJustin Sullivan/Getty Images News\nApple Inc.(AAPL) stock has delivered a solid performance in 2021. Up 35% for the year, it has solidly outperformed both the NASDAQ 100 and the S&P 500. The latest in a long streak of winning years for the company, Apple’s 2021 shows that a stock is never too big to beat the market.\nWith that said, there’s no shortage of people who think Apple’s winning run is due for a correction. In recent weeks, we’ve seen a deluge of articles claiming that AAPL is overvalued, with titles like:\n\n“Apple Stock is Now a Bubble.”\n“Why Apple Stock May Be a Bubble That’s Ready to Burst.”\n“Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%”\n\nNot all of these articles have been unambiguously bearish. A few mention positives along with negatives. But generally speaking, the sentiment that Apple is a bubble, or at least overvalued, is becoming common. If you look at TipRanks’ sentiment chart, it shows decisively negative sentiment toward Apple stock.\nSource: TipRanks’ sentiment chart\nThe bearishness of investor sentiment toward Apple becomes clear when we compare it to the sentiment toward Meta Platforms(FB). Meta, a company that is being sued for antitrust violations and getting attacked in the press daily, has a nearly perfect sentiment score. So there is no special tech curse that guarantees negative sentiment toward individual stocks in the sector. Apple’s sentiment problem is indeed its own problem.\n\nWhich begs the question:\nWhy?\nApple is a wide-moat stock, one of the few tech companies that controls both hardware and software for most of its users. Many companies have attempted to copy Apple’s strategy of maximizing revenue by integrating hardware and apps, but few have succeeded at it. If you want the IOS or Mac OS experience, you need an iPhone or Mac. And billions of people want those experiences enough to pay top dollar for Apple’s products. Few other tech companies have that advantage – Nintendo(OTCPK:NTDOY) being one exception, if you count gaming as tech.\nThis makes Apple arguably a wide-moat stock. You need Apple hardware to run Apple software, and people like Apple software. This gives Apple a “monopoly” on a certain collection of software experiences. It does not have a monopoly on any particular device category, but it’s the only company that can provide the integrated Apple ecosystem.\nThis advantage has paid dividends to Apple shareholders – both figuratively and literally. Apple is the world’s biggest company by market cap and the fourth-biggest by revenue. Its revenue growth rate has slowed in recent years, but certain segments (such as watches and services) are growing faster than ever. It appears, then, that Apple still has the potential for significant profitability and growth. Accordingly, I’ll develop a bullish thesis on Apple in this article, arguing that its solid economic moat provides potential for its stock to appreciate in the future.\nCompetitive Landscape\nOne of the most important things to understand about Apple is its competitive position. The company operates in such a wide variety of different markets that it’s hard to pin down its business beyond simply “tech.” Technically, the company’s SIC Code (industry classification) is 7372, denoting “prepackaged software.” However, this doesn’t capture the full extent of Apple’s business activities, as it’s also involved in hardware, semiconductors,payments and entertainment.\nSome of Apple’s most noteworthy competitors include:\n\nSamsung(OTC:SSNLF) - smartphones.\nHuawei- smartphones.\nAlphabet(GOOG) - smartphones, laptops, and software.\nMicrosoft(MSFT) - laptops.\nDell(NYSE:DELL)- laptops.\nAdobe(ADBE) - creative software.\nAnd many more.\n\nA comprehensive list of Apple’s competitors would be impossible to come up with, because the company operates in so many different verticals. In addition to all the names above, Apple is arguably in competition with the big semi companies, as it sells phones and laptops with Apple chips. Apple is one of the most comprehensive tech companies around, with a massive lineup of hardware, software and services, putting it in tacit competition with dozens of companies.\nHow is Apple doing in the industries it competes in? According to Counterpoint Research and Statista, Apple’s market shares include:\n\nSmartphones: 47% in the US and 14% globally.\nLaptops: 15% in the US and 7.6% globally.\nSmartwatches: over 50% globally.\nTablets: 35% globally.\n\nOn the whole, Apple is in first or second place in most of its markets. It’s behind Samsung on smartphone sales but it leads in watches and tablets. This is a pretty good market position. And it could grow over time. Some of Apple’s product categories are still fairly new. The company only just recently broke into smart watches and sales in the category are growing at 50%. Apple has taken heat lately for its slowing growth, but certain products within the company’s lineup are growing faster than ever. This provides potential for strong growth well into the future.\nThe M1 Chip and Apple Services\nSpeaking of future growth, it’s worth exploring two of Apple’s most promising categories:\nThe M1 Chip and Apple Services.\nThe M1 Chip (really the M1 family of chips now) is a new chip designed by Apple based on ARM architecture. The base configuration boasts:\n\nAn 8-core CPU.\nA 7-core GPU.\n8 or 16 gigs of RAM (physically built into the chip).\n5nm process.\n16 billion transistors.\n3.2 GHZ max clock rate.\n\nIncredible specs. And on top of that, there are two new models–the M1 Pro and M1 Max–that offer improvements on the base model. It would be tedious to list detailed spec sheets for these higher end models, but one eye-popping stat is the M1 Max’s 57 billion transistors. This competes with the CPUs included in extremely high end gaming PCs. And of course, that makes newer Macs themselves viable as gaming rigs, as countless YouTube reviewers have noted. Apple already has a sizable market share in laptops and desktops, but with the M1 chip family, it now has a shot at capturing the gaming segment as well. Until now, that market segment has proven elusive to Apple. So, there is significant potential for accelerating growth in Apple’s computer lineup.\nNext up is Apple services. This is a broad category that includes streaming music, movies, books and more. This category is always expanding and could potentially drive more growth after hardware growth slows down. In the most recent quarter, service growth actually lagged product growth, at 25% vs 30% for the latter. However, services are promising because they’re a category that could continue to grow even after hardware products reach their total addressable market. Global smartphone sales have been flat-lining after years of strong growth. In this environment, it would be unrealistic to expect Apple’s hardware sales to grow as fast as they did in the past. But by selling more services to existing customers, Apple can keep growing its total revenue even as hardware sales underwhelm.\nFinancials and Valuation\nNow we can turn to Apple’s financials.\nApple’s most recent quarter was a miss on both revenue and earnings; however, the results were strong in absolute terms. In the quarter, Apple delivered:\n\n$83 billion in revenue, up 29%.\n$27.3 billion in operating income, up 60%.\n$20.5 billion in net income, up 63%.\n$1.24 in diluted EPS, up 69%.\n\nThe company also reported $104 billion in TTM cash from operations in its fourth quarter report. That was up 28% from the year before.\nThese were pretty solid results. Especially for a mature company. Apple is the biggest company in the world by market cap, yet its revenue and earnings are both up by growth stock levels. And this one quarter wasn’t a fluke. According to Seeking Alpha Quant, Apple’s five-year CAGR growth rates in the metrics listed above are:\n\nRevenue: 11%.\nOperating income: 12.7%.\nNet income: 15.7%.\nDiluted EPS: 22%.\nCash flow: 10.7%.\n\nAgain very solid for a mature company. It does look like the most recent quarter was better than average, but the long-term metrics are still very good. Which gets to the heart of this article’s thesis:\nApple is definitely not a bubble stock. Its valuation is fairly steep, as it trades at 30 times earnings, 7.7 times sales, and 26 times cash flow. But the company still has plenty of growth potential. Compounded annually, its earnings are growing at 22%, and as the most recent quarter showed, it has room for acceleration. If you factor in both growth and value, you get a PEG ratio of just 0.43 for the trailing 12-month period. That’s far from a bubble valuation. In fact, it looks downright cheap.\nRisks and Challenges\nWhile Apple is definitely an ultra-profitable company with strong growth and a moderate valuation, its stock is not without its risks. As a major hardware company, it is vulnerable to supply chain issues, and other shocks. Some major risks and challenges to the bullish thesis outlined in this article include:\n\nSupply chain issues.The world is currently going through a chip shortage, as well as shortages of various other hi-tech parts. These problems are affecting Apple. Just recently, the company slashed iPhone production because of supply chain issues. That right before the crucial Holiday season, no less. These kinds of problems are an ever-present threat for a hardware company like Apple, which depends on a ready supply of raw materials to keep sales flowing.\nScale.Mathematically, the bigger something gets, the larger of an increase is needed to drive percentage gains equal to past ones. If you start selling $1,000 widgets and sell one your first year, you double your sales just by selling $2,000 worth the next year. If, however, ten years later, you’re selling $332 billion worth, you need customers to come up with $664 billion in the eleventh year to achieve the same growth. This is mathematically unlikely. And as it just so happens, Apple’s $83 billion Q4 revenue annualizes to $332 billion. So growth will be harder to achieve going forward.\nDisruption.Apple’s business model requires that it stay on the leading edge of tech innovation. If another company comes out with something decisively superior to the iPhone, that could kill Apple’s business overnight. Apple itself did this once, to BlackBerry(BB), makers of the ill-fated BlackBerry Smartphone. The history of the tech industry is littered with companies eating each other's lunch, and while Apple has billions to spend on R&D, you never know where the next threat will come from.\n\nThe above are some very real risks for investors to keep in mind. The supply chain risk, in particular, is very real, having been cited as a problem in several quarterly reports. With that said, Apple stock has an incredible moat, decent growth, and a not-unreasonable valuation. This is definitely not a stock to short. And while the gains realized by longs will not be as good in the future as they were in the past, they should still be decent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691601702,"gmtCreate":1640177879747,"gmtModify":1640177883265,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691601702","repostId":"2193915241","repostType":4,"repost":{"id":"2193915241","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1640175900,"share":"https://www.laohu8.com/m/news/2193915241?lang=&edition=full","pubTime":"2021-12-22 20:25","market":"us","language":"en","title":"CarMax shares jump 5.12% premarket after earnings beat estimates amid strong demand for used cars","url":"https://stock-news.laohu8.com/highlight/detail?id=2193915241","media":"Dow Jones","summary":"CarMax Inc. shares $(KMX)$ jumped 5.12% premarket Wednesday, after the used car retailer beat earnin","content":"<p>CarMax Inc. shares <a href=\"https://laohu8.com/S/KMX\">$(KMX)$</a> jumped 5.12% premarket Wednesday, after the used car retailer beat earnings estimates for the third quarter, with profit and revenue boosted by strong demand amid shortages. </p>\n<p><img src=\"https://static.tigerbbs.com/2bc786845c233b9b9685c26ed49957aa\" tg-width=\"707\" tg-height=\"601\" width=\"100%\" height=\"auto\"></p>\n<p>The company posted net income of $269.4 million, or $1.63 a share, for the quarter, up from $235.3 million, or $1.42 a share, in the year-earlier period. Revenue jumped to a record $8.528 billion from $5.185 billion a year ago. The FactSet consensus was for EPS of $1.45 and revenue of $7.378 billion. </p>\n<p>The company sold 415,054 units, up 29.3% from a year ago. Retail used unit sales rose 16.9% to 227,424 vehicles, while same-store used unit sales were up 15.8%. Wholesale units rose 48.5% to 187,630 vehicles. </p>\n<p>CarMax bought 383,215 vehicles from consumers in the quarter, a 91% increase over the year-earlier period. SG&amp;A costs rose 33.7% to $575.9 million, due to increased staffing and sales-related compensation, spending on technology and initiatives to support increased consumer demand. Shares have gained 45% in 2021, while the S&amp;P 500 has gained 24%.</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>CarMax shares jump 5.12% premarket after earnings beat estimates amid strong demand for used cars</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\">\nCarMax shares jump 5.12% premarket after earnings beat estimates amid strong demand for used cars\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-12-22 20:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>CarMax Inc. shares <a href=\"https://laohu8.com/S/KMX\">$(KMX)$</a> jumped 5.12% premarket Wednesday, after the used car retailer beat earnings estimates for the third quarter, with profit and revenue boosted by strong demand amid shortages. </p>\n<p><img src=\"https://static.tigerbbs.com/2bc786845c233b9b9685c26ed49957aa\" tg-width=\"707\" tg-height=\"601\" width=\"100%\" height=\"auto\"></p>\n<p>The company posted net income of $269.4 million, or $1.63 a share, for the quarter, up from $235.3 million, or $1.42 a share, in the year-earlier period. Revenue jumped to a record $8.528 billion from $5.185 billion a year ago. The FactSet consensus was for EPS of $1.45 and revenue of $7.378 billion. </p>\n<p>The company sold 415,054 units, up 29.3% from a year ago. Retail used unit sales rose 16.9% to 227,424 vehicles, while same-store used unit sales were up 15.8%. Wholesale units rose 48.5% to 187,630 vehicles. </p>\n<p>CarMax bought 383,215 vehicles from consumers in the quarter, a 91% increase over the year-earlier period. SG&amp;A costs rose 33.7% to $575.9 million, due to increased staffing and sales-related compensation, spending on technology and initiatives to support increased consumer demand. Shares have gained 45% in 2021, while the S&amp;P 500 has gained 24%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KMX":"车美仕"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193915241","content_text":"CarMax Inc. shares $(KMX)$ jumped 5.12% premarket Wednesday, after the used car retailer beat earnings estimates for the third quarter, with profit and revenue boosted by strong demand amid shortages. \n\nThe company posted net income of $269.4 million, or $1.63 a share, for the quarter, up from $235.3 million, or $1.42 a share, in the year-earlier period. Revenue jumped to a record $8.528 billion from $5.185 billion a year ago. The FactSet consensus was for EPS of $1.45 and revenue of $7.378 billion. \nThe company sold 415,054 units, up 29.3% from a year ago. Retail used unit sales rose 16.9% to 227,424 vehicles, while same-store used unit sales were up 15.8%. Wholesale units rose 48.5% to 187,630 vehicles. \nCarMax bought 383,215 vehicles from consumers in the quarter, a 91% increase over the year-earlier period. SG&A costs rose 33.7% to $575.9 million, due to increased staffing and sales-related compensation, spending on technology and initiatives to support increased consumer demand. Shares have gained 45% in 2021, while the S&P 500 has gained 24%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693792045,"gmtCreate":1640075091176,"gmtModify":1640075091987,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"The impact over the next five years on underlying revenue growth and profitability will be significant.&nbsp;","listText":"The impact over the next five years on underlying revenue growth and profitability will be significant.&nbsp;","text":"The impact over the next five years on underlying revenue growth and profitability will be significant.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693792045","repostId":"1108709960","repostType":4,"repost":{"id":"1108709960","kind":"news","pubTimestamp":1640065956,"share":"https://www.laohu8.com/m/news/1108709960?lang=&edition=full","pubTime":"2021-12-21 13:52","market":"us","language":"en","title":"SoFi And Its Bulls Might Just Be Standing On The Cusp Of Something Big","url":"https://stock-news.laohu8.com/highlight/detail?id=1108709960","media":"Seeking Alpha","summary":"Summary\n\nThe risk clouding one of SoFi's main catalysts for next year seems to have been removed.\n20","content":"<p><b>Summary</b></p>\n<ul>\n <li>The risk clouding one of SoFi's main catalysts for next year seems to have been removed.</li>\n <li>2022 stands to be a big year as the convergence of several factors stands to see underlying competitiveness and profitability improve.</li>\n <li>If SoFi's plans come to fruition, the value creation in the years ahead will be significant.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95b4a7a135703546a6ddfa3c8d7629dd\" tg-width=\"1536\" tg-height=\"924\" width=\"100%\" height=\"auto\"><span>PM Images/DigitalVision via Getty Images</span></p>\n<p>SoFi's (SOFI) bulls know they have two major catalysts to look forward to next year; the banking charter and the end of the student loan moratorium. The latter saw a pause on federal student loan payments and temporarily set the loan interest rate to 0%. In my&nbsp;last SoFi article, I flagged the potential extension of this as a salient risk shareholders need to be aware of. Not anymore. The White House has now categorically&nbsp;ruled out an extension&nbsp;and confirmed that repayments will begin from the start of February. Albeit with some comments on a \"smooth transition\" to repayments which will likely soften revenue recognition in the initial months.</p>\n<p>SoFi was founded in 2011 by four Stanford Graduate School of Business students who wanted to provide a more affordable option to classmates taking on expensive debt to fund their education. Hence, student loan refinancing remains a significant part of the overall revenue mix even as the company's business operations have since been developed to include other types of lending, financial services, and Galileo.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60e52914b88f26796aa31722c0dd785b\" tg-width=\"640\" tg-height=\"435\" width=\"100%\" height=\"auto\"><span>SoFi Student Loan Refinancing Offer</span></p>\n<p>The impact of the extension of the moratorium on fiscal 2021 revenue was pronounced. This saw the company forfeit $52 million in SLR volume on the back of the&nbsp;CARES Act extension. This business was doing over $2 billion of student loan volume a quarter before the pandemic hit. The student loan business has been at less than 50% as lenders took on a more laid back approach to paying back their student loans since the initial moratorium was enacted via an executive order in March 2020.</p>\n<p>Hence, and for the first time in almost two years, SoFi should have a significant tailwind in 2022 with SLR volumes picking up to aggregate with momentum in personal loan volume and its more competitive home loan product. The company expects its lending business to grow by about 25% annually over the next five fiscal years until 2026. Financial services is also expected to realize growth of about 150% annually until 2026 with Galileo seeing a 50% annual growth over the same time period.</p>\n<p>The bank charter is the next phase of SoFi's growth as it would have a material effect on every facet of SoFi's businesses from SoFi Money and all their lending lines. Why?</p>\n<p><b>It's The Margins, Stupid</b></p>\n<p>At the core, owning a bank charter would allow SoFi to use their deposits, primarily from SoFi Money, to fund their own loans. Only banks are allowed to take FDIC-insured deposits from the public and have access to deposits as a source of funding. This would see the company replace its current comparatively costly financing agreements in place with a patchwork of third-party institutions. Operating as a chartered bank would provide access to the payments system operated by the Federal Reserve and access to wholesale funding such as the Federal Reserve discount window, Federal Home Loan Bank advances, and the federal funds market.</p>\n<p>Further, in some jurisdictions, corporate entities permitted to act as a trustee is sometimes limited to just banks and trust companies. Essentially, SoFi's customer deposits will be used as a reservoir of funds that can then be drawn on to make loans. This will have a double pronged effect of allowing SoFi to offer more competitive loan rates whilst reducing their cost of capital. It would reverberate across the company's one-stop platform model by simultaneously making all their services more competitive. This would help to extend the current multi-product platform moat and contribute heavily to the bullish story. The recent weakness in the company's stock price now means this salient catalyst is not at all priced in. The impact over the next five years on underlying revenue growth and profitability will be significant. It would help drive the company's 5-year plan to reach at least 10 million members as it builds out its value add for its core demographic of US households with annual income of $100,000 or more.</p>\n<p>From being the sole retail distributor of the Rivian IPO and the pending banking charter, SoFi is taking the steps necessary to differentiate itself and build out a moat to dominate the expected decade-long growth of digital financial products. The company has also raised a further&nbsp;$95 million&nbsp;from the cash redemption of its outstanding warrants, simplifying its share structure.</p>\n<p><b>What Makes A Great Company And A Good Investment?</b></p>\n<p>Companies with a pertinent ability to grow their revenues while proportionally increasing profits have always performed well. It's positive to see SoFi taking the steps to secure long-term revenue growth runway and underlying profitability. It's two catalysts are salient as they would place SoFi on a path to compete even better in the fields it currently operates in. Hence, with just 9 trading days left of this year left, the end of year-tax loss selling short sell trade looks set to finally taper out.J.P. Morgan's Kolanovic notes&nbsp;that the selloff is likely due for a reversal.</p>\n<p>Bulls should not be complacent though as the broader economy could weaken if high inflation remains persistent and rising interest rates dampens consumer demand materially. I remain long and continue to buy on this weakness.</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>SoFi And Its Bulls Might Just Be Standing On The Cusp Of Something Big</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\">\nSoFi And Its Bulls Might Just Be Standing On The Cusp Of Something Big\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 13:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4476032-sofi-bulls-on-cusp-of-something-big><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe risk clouding one of SoFi's main catalysts for next year seems to have been removed.\n2022 stands to be a big year as the convergence of several factors stands to see underlying ...</p>\n\n<a href=\"https://seekingalpha.com/article/4476032-sofi-bulls-on-cusp-of-something-big\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://seekingalpha.com/article/4476032-sofi-bulls-on-cusp-of-something-big","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108709960","content_text":"Summary\n\nThe risk clouding one of SoFi's main catalysts for next year seems to have been removed.\n2022 stands to be a big year as the convergence of several factors stands to see underlying competitiveness and profitability improve.\nIf SoFi's plans come to fruition, the value creation in the years ahead will be significant.\n\nPM Images/DigitalVision via Getty Images\nSoFi's (SOFI) bulls know they have two major catalysts to look forward to next year; the banking charter and the end of the student loan moratorium. The latter saw a pause on federal student loan payments and temporarily set the loan interest rate to 0%. In my last SoFi article, I flagged the potential extension of this as a salient risk shareholders need to be aware of. Not anymore. The White House has now categorically ruled out an extension and confirmed that repayments will begin from the start of February. Albeit with some comments on a \"smooth transition\" to repayments which will likely soften revenue recognition in the initial months.\nSoFi was founded in 2011 by four Stanford Graduate School of Business students who wanted to provide a more affordable option to classmates taking on expensive debt to fund their education. Hence, student loan refinancing remains a significant part of the overall revenue mix even as the company's business operations have since been developed to include other types of lending, financial services, and Galileo.\nSoFi Student Loan Refinancing Offer\nThe impact of the extension of the moratorium on fiscal 2021 revenue was pronounced. This saw the company forfeit $52 million in SLR volume on the back of the CARES Act extension. This business was doing over $2 billion of student loan volume a quarter before the pandemic hit. The student loan business has been at less than 50% as lenders took on a more laid back approach to paying back their student loans since the initial moratorium was enacted via an executive order in March 2020.\nHence, and for the first time in almost two years, SoFi should have a significant tailwind in 2022 with SLR volumes picking up to aggregate with momentum in personal loan volume and its more competitive home loan product. The company expects its lending business to grow by about 25% annually over the next five fiscal years until 2026. Financial services is also expected to realize growth of about 150% annually until 2026 with Galileo seeing a 50% annual growth over the same time period.\nThe bank charter is the next phase of SoFi's growth as it would have a material effect on every facet of SoFi's businesses from SoFi Money and all their lending lines. Why?\nIt's The Margins, Stupid\nAt the core, owning a bank charter would allow SoFi to use their deposits, primarily from SoFi Money, to fund their own loans. Only banks are allowed to take FDIC-insured deposits from the public and have access to deposits as a source of funding. This would see the company replace its current comparatively costly financing agreements in place with a patchwork of third-party institutions. Operating as a chartered bank would provide access to the payments system operated by the Federal Reserve and access to wholesale funding such as the Federal Reserve discount window, Federal Home Loan Bank advances, and the federal funds market.\nFurther, in some jurisdictions, corporate entities permitted to act as a trustee is sometimes limited to just banks and trust companies. Essentially, SoFi's customer deposits will be used as a reservoir of funds that can then be drawn on to make loans. This will have a double pronged effect of allowing SoFi to offer more competitive loan rates whilst reducing their cost of capital. It would reverberate across the company's one-stop platform model by simultaneously making all their services more competitive. This would help to extend the current multi-product platform moat and contribute heavily to the bullish story. The recent weakness in the company's stock price now means this salient catalyst is not at all priced in. The impact over the next five years on underlying revenue growth and profitability will be significant. It would help drive the company's 5-year plan to reach at least 10 million members as it builds out its value add for its core demographic of US households with annual income of $100,000 or more.\nFrom being the sole retail distributor of the Rivian IPO and the pending banking charter, SoFi is taking the steps necessary to differentiate itself and build out a moat to dominate the expected decade-long growth of digital financial products. The company has also raised a further $95 million from the cash redemption of its outstanding warrants, simplifying its share structure.\nWhat Makes A Great Company And A Good Investment?\nCompanies with a pertinent ability to grow their revenues while proportionally increasing profits have always performed well. It's positive to see SoFi taking the steps to secure long-term revenue growth runway and underlying profitability. It's two catalysts are salient as they would place SoFi on a path to compete even better in the fields it currently operates in. Hence, with just 9 trading days left of this year left, the end of year-tax loss selling short sell trade looks set to finally taper out.J.P. Morgan's Kolanovic notes that the selloff is likely due for a reversal.\nBulls should not be complacent though as the broader economy could weaken if high inflation remains persistent and rising interest rates dampens consumer demand materially. I remain long and continue to buy on this weakness.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693092074,"gmtCreate":1639922066638,"gmtModify":1639922067494,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693092074","repostId":"2192035909","repostType":4,"repost":{"id":"2192035909","kind":"highlight","pubTimestamp":1639886839,"share":"https://www.laohu8.com/m/news/2192035909?lang=&edition=full","pubTime":"2021-12-19 12:07","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Apple by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2192035909","media":"Motley Fool","summary":"These companies could eclipse the iPhone maker's market cap in the long run.","content":"<p><a href=\"https://laohu8.com/S/AAPL\"><b>Apple</b></a> is currently the world's most valuable&nbsp;company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ancillary products and services to drive growth.</p>\n<p>The tech giant generated a whopping $365.8 billion in revenue in fiscal 2021, an increase of 33% over the prior year. The fact that Apple is growing at an eye-popping pace despite being a mega-cap company is impressive, but it's not surprising as its products and services are in great demand. More importantly, Apple isn't resting on its laurels and is looking to push the envelope by seizing emerging tech trends and moving into new markets.</p>\n<p>As such, Apple is pulling several strings to ensure that it remains the world's most valuable company for a long time to come. However, the likes of <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a>, <a href=\"https://laohu8.com/S/ASML\"><b>ASML Holding</b> </a>, and <a href=\"https://laohu8.com/S/AMZN\"><b>Amazon</b> </a> could become more valuable than Apple by 2035, thanks to the fast-growing markets they operate in. Let's see why that may be the case.</p>\n<p>1. <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a></p>\n<p>Nvidia has a market cap&nbsp;of $707 billion. It is worth noting that the graphics card specialist's market cap has grown at a much faster pace than that of Apple's in the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/014d345dc7df797b4ee5e9f0e2288910\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>NVDA data by YCharts</p>\n<p>Nvidia shares have stepped on the gas since 2016. They have gone supersonic in the past couple of years as it has become clear that its graphics cards play an important role in powering several applications ranging from gaming consoles to personal computers to data centers and autonomous vehicles. The massive demand for Nvidia's graphics cards is evident from the company's recent results.</p>\n<p>The company has generated&nbsp;$19.3 billion in revenue in the first nine months of fiscal 2022, a jump of 65% over the prior-year period. Its adjusted earnings have increased 81% in the first nine months of the year to $3.12 per share. This terrific growth has been driven by two key catalysts -- gaming and data centers.</p>\n<p>Nvidia absolutely dominates these two markets. The company has an 83% share&nbsp;of discrete graphics cards that power gaming PCs, while its share of the booming data center accelerator market reportedly stood at 80.6% a&nbsp;year ago. The good part is that both these markets are expected to add billions of dollars of revenue in the future. The GPU (graphics processing unit) market, for instance, is expected to clock a 33% annual growth rate through 2028 and hit $246 billion in value, according to a third-party estimate.</p>\n<p>The use of GPUs as data-center accelerators is increasing&nbsp;at 42% a year, a pace that's expected to continue through 2027. Throw in budding catalysts such as the omniverse and self-driving cars, and it is easy to see why Nvidia's earnings are expected to increase&nbsp;at an annual pace of close to 40% for the next five years. That's way higher than Apple's projected earnings growth rate&nbsp;of 15% over the same period, which further indicates why Nvidia could be a solid candidate to overtake Apple's market cap in the next 15 years.</p>\n<p>2. <a href=\"https://laohu8.com/S/ASML\"><b>ASML Holding</b> </a></p>\n<p>Apple was unable to make enough iPhones and iPads last quarter due to supply chain constraints arising out of the global chip shortage, and that cost&nbsp;the tech giant $6 billion in revenue. ASML is <a href=\"https://laohu8.com/S/AONE.U\">one</a> company that could help get more chips into the hands of Apple and others that are suffering from a lack of chips on account of the semiconductor shortage.</p>\n<p>This is probably one of the reasons why ASML stock has been a top performer in 2021 and has outpaced Apple's gains by a significant margin this year.</p>\n<p><img src=\"https://static.tigerbbs.com/6aab71d6833e529191334d42cac0289f\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AAPL data by YCharts</p>\n<p>It won't be surprising to see this trend continue as the demand for ASML's machines that help foundries make chips has gone through the roof. Net bookings for ASML's machines increased&nbsp;to 6.2 billion euros in the third quarter of 2021, more than double as compared to net bookings of 2.87 billion euros in the year-ago period.</p>\n<p>The Dutch giant reported a 32% increase in revenue during the quarter to 5.24 billion euros. The fact that ASML's bookings increased at a faster pace than the actual revenue indicates that it can sustain its impressive top-line growth by fulfilling more of its orders and turning the backlog into actual sales. The company is on track to finish 2021 with 35% revenue growth, and Wall Street's estimates suggest that it can keep growing at such an impressive pace for a long time to come.</p>\n<p>Venture capital firm Air Street Capital estimates that ASML could hit $500 billion in market cap next year, which would be a huge jump over its current market cap of $311 billion. What's more, ASML's earnings are expected&nbsp;to grow at almost 30% a year for the next five years, which is double Apple's projected growth.</p>\n<p>ASML seems to be in a solid position to deliver on Wall Street's forecasts as the semiconductor market is expected to generate&nbsp;$1 trillion in revenue by 2030, a big jump from 2018 levels of $466 billion. Foundries would need to spend more money on equipment to cater to the huge demand, and this could supercharge ASML in the long run as it is the biggest player in the market for photolithography machines.</p>\n<p>3. <a href=\"https://laohu8.com/S/AMZN\"><b>Amazon</b> </a></p>\n<p>Amazon is yet another stock that has easily outpaced Apple's gains in the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/e823ea95df1ad4c8e9cc5d870dc478b7\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AAPL data by YCharts</p>\n<p>Amazon's focus on diversifying itself from a vanilla e-commerce company into a leading provider of cloud computing services, video streaming, music streaming, and on dominating the markets it operates in has helped the company grow at an eye-popping pace and hit a market cap&nbsp;of $1.7 trillion. This tech stock is expected to keep up its tremendous growth in the coming years, with earnings expected&nbsp;to increase at a compound annual growth rate of 36%.</p>\n<p>Again, this is much higher than Apple's projected growth rate. That's because Amazon is on track to take advantage of several fast-growing end markets. For instance, the company's Amazon Web Services (AWS) cloud computing division holds&nbsp;a 32% share of the $150 billion cloud infrastructure market. Third-party estimates peg the size of the global cloud computing market&nbsp;at $927 billion by 2027, which should ensure a high pace of growth in the AWS segment.</p>\n<p>Amazon's AWS revenue had jumped&nbsp;39% year over year in the third quarter to $16 billion, outpacing the growth in the e-commerce segments. Meanwhile, Amazon holds 40% of the U.S. e-commerce market that's expected to hit $8 trillion in revenue by 2030. All this indicates that the company's top line could jump big time in the coming years compared to its trailing-12-month revenue&nbsp;of $458 billion.</p>\n<p>As such, Amazon stock could continue to be a better growth pick than Apple in the next decade and beyond. It may eventually eclipse the iPhone maker's market cap in the long run, considering its much faster pace of growth.</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 Stocks That Could Be Worth More Than Apple by 2035</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 Stocks That Could Be Worth More Than Apple by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 12:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is currently the world's most valuable company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/\">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","BK4553":"喜马拉雅资本持仓","BK4515":"5G概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4501":"段永平概念","BK4507":"流媒体概念","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4505":"高瓴资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192035909","content_text":"Apple is currently the world's most valuable company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ancillary products and services to drive growth.\nThe tech giant generated a whopping $365.8 billion in revenue in fiscal 2021, an increase of 33% over the prior year. The fact that Apple is growing at an eye-popping pace despite being a mega-cap company is impressive, but it's not surprising as its products and services are in great demand. More importantly, Apple isn't resting on its laurels and is looking to push the envelope by seizing emerging tech trends and moving into new markets.\nAs such, Apple is pulling several strings to ensure that it remains the world's most valuable company for a long time to come. However, the likes of Nvidia , ASML Holding , and Amazon  could become more valuable than Apple by 2035, thanks to the fast-growing markets they operate in. Let's see why that may be the case.\n1. Nvidia \nNvidia has a market cap of $707 billion. It is worth noting that the graphics card specialist's market cap has grown at a much faster pace than that of Apple's in the past decade.\n\nNVDA data by YCharts\nNvidia shares have stepped on the gas since 2016. They have gone supersonic in the past couple of years as it has become clear that its graphics cards play an important role in powering several applications ranging from gaming consoles to personal computers to data centers and autonomous vehicles. The massive demand for Nvidia's graphics cards is evident from the company's recent results.\nThe company has generated $19.3 billion in revenue in the first nine months of fiscal 2022, a jump of 65% over the prior-year period. Its adjusted earnings have increased 81% in the first nine months of the year to $3.12 per share. This terrific growth has been driven by two key catalysts -- gaming and data centers.\nNvidia absolutely dominates these two markets. The company has an 83% share of discrete graphics cards that power gaming PCs, while its share of the booming data center accelerator market reportedly stood at 80.6% a year ago. The good part is that both these markets are expected to add billions of dollars of revenue in the future. The GPU (graphics processing unit) market, for instance, is expected to clock a 33% annual growth rate through 2028 and hit $246 billion in value, according to a third-party estimate.\nThe use of GPUs as data-center accelerators is increasing at 42% a year, a pace that's expected to continue through 2027. Throw in budding catalysts such as the omniverse and self-driving cars, and it is easy to see why Nvidia's earnings are expected to increase at an annual pace of close to 40% for the next five years. That's way higher than Apple's projected earnings growth rate of 15% over the same period, which further indicates why Nvidia could be a solid candidate to overtake Apple's market cap in the next 15 years.\n2. ASML Holding \nApple was unable to make enough iPhones and iPads last quarter due to supply chain constraints arising out of the global chip shortage, and that cost the tech giant $6 billion in revenue. ASML is one company that could help get more chips into the hands of Apple and others that are suffering from a lack of chips on account of the semiconductor shortage.\nThis is probably one of the reasons why ASML stock has been a top performer in 2021 and has outpaced Apple's gains by a significant margin this year.\n\nAAPL data by YCharts\nIt won't be surprising to see this trend continue as the demand for ASML's machines that help foundries make chips has gone through the roof. Net bookings for ASML's machines increased to 6.2 billion euros in the third quarter of 2021, more than double as compared to net bookings of 2.87 billion euros in the year-ago period.\nThe Dutch giant reported a 32% increase in revenue during the quarter to 5.24 billion euros. The fact that ASML's bookings increased at a faster pace than the actual revenue indicates that it can sustain its impressive top-line growth by fulfilling more of its orders and turning the backlog into actual sales. The company is on track to finish 2021 with 35% revenue growth, and Wall Street's estimates suggest that it can keep growing at such an impressive pace for a long time to come.\nVenture capital firm Air Street Capital estimates that ASML could hit $500 billion in market cap next year, which would be a huge jump over its current market cap of $311 billion. What's more, ASML's earnings are expected to grow at almost 30% a year for the next five years, which is double Apple's projected growth.\nASML seems to be in a solid position to deliver on Wall Street's forecasts as the semiconductor market is expected to generate $1 trillion in revenue by 2030, a big jump from 2018 levels of $466 billion. Foundries would need to spend more money on equipment to cater to the huge demand, and this could supercharge ASML in the long run as it is the biggest player in the market for photolithography machines.\n3. Amazon \nAmazon is yet another stock that has easily outpaced Apple's gains in the past decade.\n\nAAPL data by YCharts\nAmazon's focus on diversifying itself from a vanilla e-commerce company into a leading provider of cloud computing services, video streaming, music streaming, and on dominating the markets it operates in has helped the company grow at an eye-popping pace and hit a market cap of $1.7 trillion. This tech stock is expected to keep up its tremendous growth in the coming years, with earnings expected to increase at a compound annual growth rate of 36%.\nAgain, this is much higher than Apple's projected growth rate. That's because Amazon is on track to take advantage of several fast-growing end markets. For instance, the company's Amazon Web Services (AWS) cloud computing division holds a 32% share of the $150 billion cloud infrastructure market. Third-party estimates peg the size of the global cloud computing market at $927 billion by 2027, which should ensure a high pace of growth in the AWS segment.\nAmazon's AWS revenue had jumped 39% year over year in the third quarter to $16 billion, outpacing the growth in the e-commerce segments. Meanwhile, Amazon holds 40% of the U.S. e-commerce market that's expected to hit $8 trillion in revenue by 2030. All this indicates that the company's top line could jump big time in the coming years compared to its trailing-12-month revenue of $458 billion.\nAs such, Amazon stock could continue to be a better growth pick than Apple in the next decade and beyond. It may eventually eclipse the iPhone maker's market cap in the long run, considering its much faster pace of growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699597178,"gmtCreate":1639833746407,"gmtModify":1639833747215,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699597178","repostId":"2192754259","repostType":4,"repost":{"id":"2192754259","kind":"highlight","pubTimestamp":1639811460,"share":"https://www.laohu8.com/m/news/2192754259?lang=&edition=full","pubTime":"2021-12-18 15:11","market":"us","language":"en","title":"Got $5,000? These 3 Growth Stocks Are Trading Near Their 52-Week Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=2192754259","media":"Motley Fool","summary":"Three names you know are trading within 10% of their 52-week lows. They deserve better.","content":"<p>The major market indexes may be near their recent all-time highs, but your portfolio might have missed the memo. There are a lot of stocks struggling outside of the bellwethers that are heavily weighted in the market gauges, and we're not just talking about small and obscure names.</p>\n<p><b>Disney</b>&nbsp;(NYSE:DIS),<b> <a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>&nbsp;(NYSE:TWTR), and <b>Toast </b>(NYSE:TOST) are all trading within 10% of their 52-week lows. They are market leaders, but investors just aren't feeling the love for the entertainment powerhouse, the social media kingmaker, and the toast of the town in restaurant tech. Let's see why these are three promising ideas for the next $5,000 you want to invest in the market.</p>\n<h4><a href=\"https://laohu8.com/S/DIS\">Disney</a></h4>\n<p>Disney's theme parks call themselves the happiest or merriest places on Earth, but shareholders aren't feeling the same way these days. The media maven's stock is less than 5% away from the 52-week low it hit earlier this month.</p>\n<p>It's pretty surprising to see Disney as a market laggard this year. It's the dominant theme park operator and film studio on the planet, making it a clear beneficiary of the reopening of the economy in 2021. Unfortunately for shareholders, things are never as easy as they seem. Disney+ subscriber growth has slowed recently, and that's problematic since the platform for premium streaming video was the major reason for Disney climbing in 2020.</p>\n<p>Disney near 52-week lows is still a sobering development. The theme parks continue to draw. The top movies this year are largely Disney's handiwork. Even its cruise lines are finally sailing again. The weight of the world may be on beleaguered CEO Bob Chapek's shoulders, but it's a small world after all.</p>\n<p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b></p>\n<p>Another shocking name skirting fresh lows is Twitter. The company behind the short-form social platform is in a funk, and even the initial 10% pop that the stock experienced after its CEO stepped down late last month proved fleeting. As of Thursday's close, Twitter is also now just 5% above the fresh low it hit two weeks ago.</p>\n<p>The platform is working. Its daily active users have grown 13% over the past year to 211 million. Ad revenue is growing even faster, and that 41% surge is a testament to both Twitter's engagement and its ability to milk more money out of every user. New leadership should help it continue to evolve, and the recent rollout of premium features for those willing to pay a little to improve the experience should get Twitter moving in the right direction again before long.</p>\n<h4><a href=\"https://laohu8.com/S/TOST\">Toast</a></h4>\n<p>Running a restaurant has changed dramatically just in the past couple of years, and Toast is the no-brainer cloud-based platform that keeps eateries on top of all of the trending revenue streams. It's a one-stop shop for restaurant needs. On the consumer-facing end, it helps process mobile ordering for take-out, manage incoming sales from third-party delivery services, and naturally serve as the point-of-sale for in-restaurant dining. It also helps run customer loyalty programs to keep regulars coming back.</p>\n<p>Toast does even more on the enterprise end, tackling everything from payroll to inventory management. With chains and independent concepts emerging smarter out of the pandemic than they were before, the company simplifies the necessary functions of an eatery in the new normal.</p>\n<p>Despite stellar growth -- revenue has soared 105% through the first nine months of this year -- the recent IPO hit an all-time low on Wednesday. It may be causing indigestion for investors who chased the new stock when it popped to double today's price by early November, but right now it feels more like a dinner bell.</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>Got $5,000? These 3 Growth Stocks Are Trading Near Their 52-Week Lows</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\">\nGot $5,000? These 3 Growth Stocks Are Trading Near Their 52-Week Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 15:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/17/got-5000-these-3-growth-stocks-are-trading-near-th/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The major market indexes may be near their recent all-time highs, but your portfolio might have missed the memo. There are a lot of stocks struggling outside of the bellwethers that are heavily ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/17/got-5000-these-3-growth-stocks-are-trading-near-th/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4508":"社交媒体","TOST":"Toast, Inc.","BK4108":"电影和娱乐","BK4561":"索罗斯持仓","BK4507":"流媒体概念","BK4077":"互动媒体与服务","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","DIS":"迪士尼","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4106":"数据处理与外包服务","TWTR":"Twitter","QNETCN":"纳斯达克中美互联网老虎指数","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2021/12/17/got-5000-these-3-growth-stocks-are-trading-near-th/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192754259","content_text":"The major market indexes may be near their recent all-time highs, but your portfolio might have missed the memo. There are a lot of stocks struggling outside of the bellwethers that are heavily weighted in the market gauges, and we're not just talking about small and obscure names.\nDisney (NYSE:DIS), Twitter (NYSE:TWTR), and Toast (NYSE:TOST) are all trading within 10% of their 52-week lows. They are market leaders, but investors just aren't feeling the love for the entertainment powerhouse, the social media kingmaker, and the toast of the town in restaurant tech. Let's see why these are three promising ideas for the next $5,000 you want to invest in the market.\nDisney\nDisney's theme parks call themselves the happiest or merriest places on Earth, but shareholders aren't feeling the same way these days. The media maven's stock is less than 5% away from the 52-week low it hit earlier this month.\nIt's pretty surprising to see Disney as a market laggard this year. It's the dominant theme park operator and film studio on the planet, making it a clear beneficiary of the reopening of the economy in 2021. Unfortunately for shareholders, things are never as easy as they seem. Disney+ subscriber growth has slowed recently, and that's problematic since the platform for premium streaming video was the major reason for Disney climbing in 2020.\nDisney near 52-week lows is still a sobering development. The theme parks continue to draw. The top movies this year are largely Disney's handiwork. Even its cruise lines are finally sailing again. The weight of the world may be on beleaguered CEO Bob Chapek's shoulders, but it's a small world after all.\nTwitter\nAnother shocking name skirting fresh lows is Twitter. The company behind the short-form social platform is in a funk, and even the initial 10% pop that the stock experienced after its CEO stepped down late last month proved fleeting. As of Thursday's close, Twitter is also now just 5% above the fresh low it hit two weeks ago.\nThe platform is working. Its daily active users have grown 13% over the past year to 211 million. Ad revenue is growing even faster, and that 41% surge is a testament to both Twitter's engagement and its ability to milk more money out of every user. New leadership should help it continue to evolve, and the recent rollout of premium features for those willing to pay a little to improve the experience should get Twitter moving in the right direction again before long.\nToast\nRunning a restaurant has changed dramatically just in the past couple of years, and Toast is the no-brainer cloud-based platform that keeps eateries on top of all of the trending revenue streams. It's a one-stop shop for restaurant needs. On the consumer-facing end, it helps process mobile ordering for take-out, manage incoming sales from third-party delivery services, and naturally serve as the point-of-sale for in-restaurant dining. It also helps run customer loyalty programs to keep regulars coming back.\nToast does even more on the enterprise end, tackling everything from payroll to inventory management. With chains and independent concepts emerging smarter out of the pandemic than they were before, the company simplifies the necessary functions of an eatery in the new normal.\nDespite stellar growth -- revenue has soared 105% through the first nine months of this year -- the recent IPO hit an all-time low on Wednesday. It may be causing indigestion for investors who chased the new stock when it popped to double today's price by early November, but right now it feels more like a dinner bell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690323915,"gmtCreate":1639638421892,"gmtModify":1639638701953,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690323915","repostId":"1165547649","repostType":4,"repost":{"id":"1165547649","kind":"news","pubTimestamp":1639636896,"share":"https://www.laohu8.com/m/news/1165547649?lang=&edition=full","pubTime":"2021-12-16 14:41","market":"us","language":"en","title":"Novartis Will Initiate Share Buyback of up to $15B","url":"https://stock-news.laohu8.com/highlight/detail?id=1165547649","media":"Marketwatch","summary":"Novartis AG said Thursday that it will use the proceeds from the recent sale of its stake in Roche H","content":"<p>Novartis AG said Thursday that it will use the proceeds from the recent sale of its stake in Roche Holding AG to buy back up to $15 billion of its shares by the end of 2023.</p>\n<p>The Swiss pharmaceutical company said it is confident in its growth prospects. Its pipeline has up to 20 assets with significant sales potential, and sales are expected to increase at a compound annual growth rate of 4% or more through 2026, the company said.</p>\n<p>Novartis in November agreed to sell its stake in Roche back to its rival for $20.7 billion.</p>\n<p>The proceeds allow it to return value to shareholders without compromising its ability to engage in mergers and acquisitions, it said.</p>","source":"market_watch","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> Novartis Will Initiate Share Buyback of up to $15B</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n Novartis Will Initiate Share Buyback of up to $15B\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 14:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/novartis-will-initiate-share-buyback-of-up-to-15b-271639635610?mod=newsviewer_click><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Novartis AG said Thursday that it will use the proceeds from the recent sale of its stake in Roche Holding AG to buy back up to $15 billion of its shares by the end of 2023.\nThe Swiss pharmaceutical ...</p>\n\n<a href=\"https://www.marketwatch.com/story/novartis-will-initiate-share-buyback-of-up-to-15b-271639635610?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVS":"诺华"},"source_url":"https://www.marketwatch.com/story/novartis-will-initiate-share-buyback-of-up-to-15b-271639635610?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1165547649","content_text":"Novartis AG said Thursday that it will use the proceeds from the recent sale of its stake in Roche Holding AG to buy back up to $15 billion of its shares by the end of 2023.\nThe Swiss pharmaceutical company said it is confident in its growth prospects. Its pipeline has up to 20 assets with significant sales potential, and sales are expected to increase at a compound annual growth rate of 4% or more through 2026, the company said.\nNovartis in November agreed to sell its stake in Roche back to its rival for $20.7 billion.\nThe proceeds allow it to return value to shareholders without compromising its ability to engage in mergers and acquisitions, it said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607458304,"gmtCreate":1639580622182,"gmtModify":1639580623004,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607458304","repostId":"1149717556","repostType":4,"repost":{"id":"1149717556","kind":"news","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":1639579526,"share":"https://www.laohu8.com/m/news/1149717556?lang=&edition=full","pubTime":"2021-12-15 22:45","market":"us","language":"en","title":"Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1149717556","media":"Tiger Newspress","summary":"Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax risi","content":"<p>Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%.<img src=\"https://static.tigerbbs.com/9fe6a9d4d67542197b8f5233dddb808c\" tg-width=\"287\" tg-height=\"246\" width=\"100%\" height=\"auto\">Vir Biotechnology (VIR) unveiled late Tuesday new preclinical data that demonstrates the impact of the \"significant antigenic shift\" of the new SARS-CoV-2 Omicron variant on neutralizing activity of monoclonal antibodies.</p>\n<p>The company said a \"significant\" reduction in plasma neutralizing activity was observed against omicron in sera from vaccinated and convalescent individuals.</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>Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%</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\">\nVaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-15 22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%.<img src=\"https://static.tigerbbs.com/9fe6a9d4d67542197b8f5233dddb808c\" tg-width=\"287\" tg-height=\"246\" width=\"100%\" height=\"auto\">Vir Biotechnology (VIR) unveiled late Tuesday new preclinical data that demonstrates the impact of the \"significant antigenic shift\" of the new SARS-CoV-2 Omicron variant on neutralizing activity of monoclonal antibodies.</p>\n<p>The company said a \"significant\" reduction in plasma neutralizing activity was observed against omicron in sera from vaccinated and convalescent individuals.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","VIR":"Vir Biotechnology, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149717556","content_text":"Vaccine stocks rose sharply in morning trading, with Vir technology rising over 15% and Novavax rising over 4%.Vir Biotechnology (VIR) unveiled late Tuesday new preclinical data that demonstrates the impact of the \"significant antigenic shift\" of the new SARS-CoV-2 Omicron variant on neutralizing activity of monoclonal antibodies.\nThe company said a \"significant\" reduction in plasma neutralizing activity was observed against omicron in sera from vaccinated and convalescent individuals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607366697,"gmtCreate":1639491535218,"gmtModify":1639491535958,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607366697","repostId":"2191930972","repostType":4,"repost":{"id":"2191930972","kind":"highlight","pubTimestamp":1639489168,"share":"https://www.laohu8.com/m/news/2191930972?lang=&edition=full","pubTime":"2021-12-14 21:39","market":"us","language":"en","title":"2 Warren Buffett Dividend Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2191930972","media":"Motley Fool","summary":"AbbVie and Royalty Pharma should be on every dividend investor's radar right now.","content":"<p><b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) CEO Warren Buffett is perhaps the best-known value investor of all time. Buffett's concept of value centers around the idea of a deep competitive moat, a sustainable business model, and strong free cash flows.</p>\n<p>As a result, most of Berkshire's top holdings over the past several decades have been well-established companies that offer top-notch shareholder rewards (share repurchases and dividends). Dividends have been particularly important to Berkshire's and Buffett's outstanding gains over the years, as dividends can be used to generate compounding returns when they are reinvested.</p>\n<p>Which Warren Buffett dividend stock picks are the most appealing buys right now? The healthcare stocks <b>AbbVie</b> (NYSE:ABBV) and <b>Royalty Pharma</b> (NASDAQ:RPRX) are two intriguing Berkshire holdings that each pay a respectable dividend. Although these two healthcare stocks are a tad riskier than the average Berkshire investment, there is a solid bull case for both AbbVie and Royalty Pharma right now. Read on to find out more about these two Warren Buffett dividend stock picks.</p>\n<h2>AbbVie: A high-yield growth stock</h2>\n<p>Berkshire first bought AbbVie during the third quarter of 2020. Although Buffett's diversified holding company has since pared back its position in the Illinois-based drugmaker, AbbVie's shares are still a worthwhile buy for most income investors. AbbVie's stock is an appealing income play for three clear-cut reasons. First, the drugmaker pays out a handsome 4.5% dividend yield on an annualized basis. That's <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the highest yields among major drug manufacturers.</p>\n<p>Second, AbbVie is a Dividend Aristocrat, meaning that it has a strong track record of raising its dividend on a regular basis. In fact, the company has boosted its yield by a whopping 225% since 2013.</p>\n<p>Lastly, AbbVie has radically transformed its product portfolio ahead of the patent expiration for the flagship anti-inflammatory medicine Humira. The company now has two new high growth immunology assets with Skyrizi and Rinvoq, a strong and growing eye care franchise, several healthy avenues to explore for the commercial expansion of its Allergan aesthetics segment, an underappreciated migraine franchise, and two top-notch oncology drugs with Imbruvica and Venclexta.</p>\n<p>The net result is that AbbVie's top line is forecast to rise by a respectable 6.6% in 2022, despite biosimilar competition for Humira.</p>\n<h2>Royalty Pharma: A dependable revenue stream</h2>\n<p>Royalty Pharma is a brand new addition to the Berkshire family of holdings. The diversified holding company jumped into this pharma stock in the third quarter of 2021 following a sharp pullback in its share price. The backstory is that Royalty went public in the middle of 2020 and initially became a big hit with investors. The company's shares, however, have since reversed course due to the raging political debate over prescription drug prices in the U.S., as well as the negative sentiment toward biopharma stocks in general this year.</p>\n<p><img src=\"https://static.tigerbbs.com/a320f51af9bb7ac0d6359af7ed64161a\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>RPRX data by YCharts</p>\n<p>Why is Royalty's stock a bargain at these levels? Although Royalty pays out a less-than-stellar 1.78% annualized dividend yield, the company sports a rock-solid business model. Royalty Pharma makes money by funding late-stage clinical assets in exchange for a share of future revenues. The reason this business model is attractive is because it largely eliminates the risk of investing in either early stage drugmakers or biopharmas with aging portfolios. Royalty, in effect, can cherry-pick the best new growth assets to fund, without having to deal with early to mid-stage clinical setbacks or steep drop-offs in revenue from patent expirations.</p>\n<p>Now, Royalty's dividend yield isn't going to make you rich, but it is a source of reliable income. And that high level of dependability is arguably worth the price of admission alone.</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 Warren Buffett Dividend Stocks to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Warren Buffett Dividend Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 21:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/14/2-warren-buffett-dividend-stocks-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) CEO Warren Buffett is perhaps the best-known value investor of all time. Buffett's concept of value centers around the idea of a deep competitive moat, a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/14/2-warren-buffett-dividend-stocks-to-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","RPRX":"Royalty Pharma plc","BK4139":"生物科技","BK4007":"制药","BK4566":"资本集团","BRK.A":"伯克希尔","ABBV":"艾伯维公司","BRK.B":"伯克希尔B","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4176":"多领域控股"},"source_url":"https://www.fool.com/investing/2021/12/14/2-warren-buffett-dividend-stocks-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191930972","content_text":"Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) CEO Warren Buffett is perhaps the best-known value investor of all time. Buffett's concept of value centers around the idea of a deep competitive moat, a sustainable business model, and strong free cash flows.\nAs a result, most of Berkshire's top holdings over the past several decades have been well-established companies that offer top-notch shareholder rewards (share repurchases and dividends). Dividends have been particularly important to Berkshire's and Buffett's outstanding gains over the years, as dividends can be used to generate compounding returns when they are reinvested.\nWhich Warren Buffett dividend stock picks are the most appealing buys right now? The healthcare stocks AbbVie (NYSE:ABBV) and Royalty Pharma (NASDAQ:RPRX) are two intriguing Berkshire holdings that each pay a respectable dividend. Although these two healthcare stocks are a tad riskier than the average Berkshire investment, there is a solid bull case for both AbbVie and Royalty Pharma right now. Read on to find out more about these two Warren Buffett dividend stock picks.\nAbbVie: A high-yield growth stock\nBerkshire first bought AbbVie during the third quarter of 2020. Although Buffett's diversified holding company has since pared back its position in the Illinois-based drugmaker, AbbVie's shares are still a worthwhile buy for most income investors. AbbVie's stock is an appealing income play for three clear-cut reasons. First, the drugmaker pays out a handsome 4.5% dividend yield on an annualized basis. That's one of the highest yields among major drug manufacturers.\nSecond, AbbVie is a Dividend Aristocrat, meaning that it has a strong track record of raising its dividend on a regular basis. In fact, the company has boosted its yield by a whopping 225% since 2013.\nLastly, AbbVie has radically transformed its product portfolio ahead of the patent expiration for the flagship anti-inflammatory medicine Humira. The company now has two new high growth immunology assets with Skyrizi and Rinvoq, a strong and growing eye care franchise, several healthy avenues to explore for the commercial expansion of its Allergan aesthetics segment, an underappreciated migraine franchise, and two top-notch oncology drugs with Imbruvica and Venclexta.\nThe net result is that AbbVie's top line is forecast to rise by a respectable 6.6% in 2022, despite biosimilar competition for Humira.\nRoyalty Pharma: A dependable revenue stream\nRoyalty Pharma is a brand new addition to the Berkshire family of holdings. The diversified holding company jumped into this pharma stock in the third quarter of 2021 following a sharp pullback in its share price. The backstory is that Royalty went public in the middle of 2020 and initially became a big hit with investors. The company's shares, however, have since reversed course due to the raging political debate over prescription drug prices in the U.S., as well as the negative sentiment toward biopharma stocks in general this year.\n\nRPRX data by YCharts\nWhy is Royalty's stock a bargain at these levels? Although Royalty pays out a less-than-stellar 1.78% annualized dividend yield, the company sports a rock-solid business model. Royalty Pharma makes money by funding late-stage clinical assets in exchange for a share of future revenues. The reason this business model is attractive is because it largely eliminates the risk of investing in either early stage drugmakers or biopharmas with aging portfolios. Royalty, in effect, can cherry-pick the best new growth assets to fund, without having to deal with early to mid-stage clinical setbacks or steep drop-offs in revenue from patent expirations.\nNow, Royalty's dividend yield isn't going to make you rich, but it is a source of reliable income. And that high level of dependability is arguably worth the price of admission alone.","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604981798,"gmtCreate":1639308851673,"gmtModify":1639308852491,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"I will keep the potential company share","listText":"I will keep the potential company share","text":"I will keep the potential company share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/604981798","repostId":"2190719916","repostType":4,"repost":{"id":"2190719916","kind":"highlight","pubTimestamp":1639280175,"share":"https://www.laohu8.com/m/news/2190719916?lang=&edition=full","pubTime":"2021-12-12 11:36","market":"us","language":"en","title":"Is Inflation Going to Cool Down Anytime Soon?","url":"https://stock-news.laohu8.com/highlight/detail?id=2190719916","media":"Motley Fool","summary":"Two Motley Fool contributors discuss the issue weighing on a lot of people's minds.","content":"<p>Investors and the general public as a whole are worried about the surging rate of inflation, and these concerns continue to drive some of the volatility we're seeing in the broader market. In this segment of<i> Backstage Pass</i>, recorded on <b>Nov. 10</b>, Fool contributors Connor Allen and Rachel Warren discuss inflation and investing in this challenging market environment.</p>\n<p><b>Connor Allen</b>: But to go back to the original question about transitory inflation, I think most people have hopped off that bus by now. I think right when this started, a lot of people were on the transitory bus. They thought a lot of the bottlenecks and the supply chain issues that were being caused we're going to get solved and basically deflation will come and replace that and prices would go back to normal. I don't think a lot of people think that anymore.</p>\n<p>Because when you think about a company that's selling a product, and they realize that the market will pay $5 for something that used to be $3 and are they ever going to bring it back to $3? I don't think so. I think that's hard to make companies do, especially when there's such a variety of costs across all industries and all companies. You don't know what costs are going to come down when.</p>\n<p>Gas is <a href=\"https://laohu8.com/S/AONE.U\">one</a> that's a major issue. I think that probably is the number one issue for a lot of increasing costs for companies because everything's delivered, whether it's delivered to a warehouse like <b>Amazon</b>, whether it's delivered to a retail store like <b>Macy's</b>, or whether it's delivered to your home. There's a lot of different things and the cost obviously of gas being I think it's around a national averaged around $3.20 I believe.</p>\n<p>That's a cost that you can't get around, and you can't really innovate around those gas prices. Obviously, electric vehicles could potentially be that fix, but those costs are going up as well. [laughs] There's some projections that I was reading about how the national average of gas prices could be around $5 a gallon by the end of the year.</p>\n<p>That could be really painful, not only on my wallet, but [laughs] not on a lot of Americans' wallets. Hopefully we can get that down. But to be honest with you, I'm expecting long-term inflation. I'm not expecting this to be a transitory thing.</p>\n<p><b>Rachel Warren:</b> I agree with you Connor and unfortunately, I don't really see this inflation just dying down overnight or going anywhere anytime soon. I think it's going to be much more of a gradual recovery and perhaps in some cases like what you were saying, we're going to see permanent pricing increases in some of these consumer good categories.</p>\n<p>I think it's something that businesses and consumers are going to have to contend with for a long time. I think people are adjusting to these changes hard as they are. I think it's also helpful to remember this isn't just a U.S. issue. This is a global problem for companies and consumers.</p>\n<p>I saw this interesting article on <i>CNBC</i> today and the Chief Financial Officer of a large Belgian Dutch grocer called <b>Ahold Delhaize</b> was talking about how the company is dealing with the supply chain bottlenecks that are also having this impact on inflation and everything else and she said, \"I think what we're definitely seeing is inflation is picking up. But what I would also say is that when you look at food at the smaller share of the wallet in some other categories.\"</p>\n<p>Another thing was, a lot of these companies are saying this is something we are going to be seeing for quite a long time. The CEO of <b>Siemens</b> <b>Energy</b> told <i>CNBC</i>, the industrial world is going to be dealing with the supply chain bottleneck issues for a long time, which is also driving these other inflation problems. I don't think it's something that's going anywhere, anytime soon.</p>\n<p>As a consumer, it's obviously not fun to see. I think it's something to be patient with and deal with as it comes. But jumping off of what Taylor was saying in terms of staying invested in the stock market, but maybe you do adjust the type of stocks that you buy during these times and sometimes especially during bumpy periods in the market, it can be a good time to look at your portfolio and see maybe it needs some rebalancing.</p>\n<p>Maybe the balance of stocks that are more prone to headwinds during these bumpy times could use some balancing with more stalwart stocks that aren't necessarily as prone to these inflationary pressures. I think even amid rising prices and high inflation, you think of companies like Amazon that reported impacted earnings due to related supply chain constraints. The market still managed to deliver record highs.</p>\n<p>Recently over the last few weeks we had that happen a couple of times. Try not to focus too much on one day in the stock market. When you look at the market performance over the long term, investors who they'd invested in the market has generated pretty great portfolio returns. I'm personally not changing the way I'm investing right now, but I may change some of the type of stocks I buy in the coming months for sure.</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>Is Inflation Going to Cool Down Anytime Soon?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Inflation Going to Cool Down Anytime Soon?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 11:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/11/is-inflation-going-to-cool-down-anytime-soon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors and the general public as a whole are worried about the surging rate of inflation, and these concerns continue to drive some of the volatility we're seeing in the broader market. In this ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/11/is-inflation-going-to-cool-down-anytime-soon/\">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.fool.com/investing/2021/12/11/is-inflation-going-to-cool-down-anytime-soon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190719916","content_text":"Investors and the general public as a whole are worried about the surging rate of inflation, and these concerns continue to drive some of the volatility we're seeing in the broader market. In this segment of Backstage Pass, recorded on Nov. 10, Fool contributors Connor Allen and Rachel Warren discuss inflation and investing in this challenging market environment.\nConnor Allen: But to go back to the original question about transitory inflation, I think most people have hopped off that bus by now. I think right when this started, a lot of people were on the transitory bus. They thought a lot of the bottlenecks and the supply chain issues that were being caused we're going to get solved and basically deflation will come and replace that and prices would go back to normal. I don't think a lot of people think that anymore.\nBecause when you think about a company that's selling a product, and they realize that the market will pay $5 for something that used to be $3 and are they ever going to bring it back to $3? I don't think so. I think that's hard to make companies do, especially when there's such a variety of costs across all industries and all companies. You don't know what costs are going to come down when.\nGas is one that's a major issue. I think that probably is the number one issue for a lot of increasing costs for companies because everything's delivered, whether it's delivered to a warehouse like Amazon, whether it's delivered to a retail store like Macy's, or whether it's delivered to your home. There's a lot of different things and the cost obviously of gas being I think it's around a national averaged around $3.20 I believe.\nThat's a cost that you can't get around, and you can't really innovate around those gas prices. Obviously, electric vehicles could potentially be that fix, but those costs are going up as well. [laughs] There's some projections that I was reading about how the national average of gas prices could be around $5 a gallon by the end of the year.\nThat could be really painful, not only on my wallet, but [laughs] not on a lot of Americans' wallets. Hopefully we can get that down. But to be honest with you, I'm expecting long-term inflation. I'm not expecting this to be a transitory thing.\nRachel Warren: I agree with you Connor and unfortunately, I don't really see this inflation just dying down overnight or going anywhere anytime soon. I think it's going to be much more of a gradual recovery and perhaps in some cases like what you were saying, we're going to see permanent pricing increases in some of these consumer good categories.\nI think it's something that businesses and consumers are going to have to contend with for a long time. I think people are adjusting to these changes hard as they are. I think it's also helpful to remember this isn't just a U.S. issue. This is a global problem for companies and consumers.\nI saw this interesting article on CNBC today and the Chief Financial Officer of a large Belgian Dutch grocer called Ahold Delhaize was talking about how the company is dealing with the supply chain bottlenecks that are also having this impact on inflation and everything else and she said, \"I think what we're definitely seeing is inflation is picking up. But what I would also say is that when you look at food at the smaller share of the wallet in some other categories.\"\nAnother thing was, a lot of these companies are saying this is something we are going to be seeing for quite a long time. The CEO of Siemens Energy told CNBC, the industrial world is going to be dealing with the supply chain bottleneck issues for a long time, which is also driving these other inflation problems. I don't think it's something that's going anywhere, anytime soon.\nAs a consumer, it's obviously not fun to see. I think it's something to be patient with and deal with as it comes. But jumping off of what Taylor was saying in terms of staying invested in the stock market, but maybe you do adjust the type of stocks that you buy during these times and sometimes especially during bumpy periods in the market, it can be a good time to look at your portfolio and see maybe it needs some rebalancing.\nMaybe the balance of stocks that are more prone to headwinds during these bumpy times could use some balancing with more stalwart stocks that aren't necessarily as prone to these inflationary pressures. I think even amid rising prices and high inflation, you think of companies like Amazon that reported impacted earnings due to related supply chain constraints. The market still managed to deliver record highs.\nRecently over the last few weeks we had that happen a couple of times. Try not to focus too much on one day in the stock market. When you look at the market performance over the long term, investors who they'd invested in the market has generated pretty great portfolio returns. I'm personally not changing the way I'm investing right now, but I may change some of the type of stocks I buy in the coming months for sure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605890837,"gmtCreate":1639140148745,"gmtModify":1639140149526,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605890837","repostId":"1169522079","repostType":4,"repost":{"id":"1169522079","kind":"news","pubTimestamp":1639136423,"share":"https://www.laohu8.com/m/news/1169522079?lang=&edition=full","pubTime":"2021-12-10 19:40","market":"us","language":"en","title":"Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.","url":"https://stock-news.laohu8.com/highlight/detail?id=1169522079","media":"Barrons","summary":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market ca","content":"<p>Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p>\n<p>“The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p>\n<p>Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p>\n<p>Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.</p>\n<p>Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p>\n<p>Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p>\n<p>“This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p>\n<p>Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p>\n<p>Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p>\n<p>Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p>\n<p>“We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p>\n<p>There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p>\n<p>Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</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>Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.</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 Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 19:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.\n“The combination of a strong, ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST\">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.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169522079","content_text":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.\n“The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.\nHuberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.\nApple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance.\nMorgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.\nWedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.\n“This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.\nIves estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.\nIves also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.\nOther tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.\n“We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.\nThere are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.\nAnother risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606589232,"gmtCreate":1638892746243,"gmtModify":1638892774071,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606589232","repostId":"1142645155","repostType":4,"repost":{"id":"1142645155","kind":"news","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":1638890012,"share":"https://www.laohu8.com/m/news/1142645155?lang=&edition=full","pubTime":"2021-12-07 23:13","market":"us","language":"en","title":"Pinduoduo shares surged 11% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1142645155","media":"Tiger Newspress","summary":"Pinduoduo shares surged 11% in morning trading after Macquarie gave pinduoduo a market beating ratin","content":"<p>Pinduoduo shares surged 11% in morning trading&nbsp;after&nbsp;Macquarie gave pinduoduo a market beating rating with a target price of $95.</p>\n<p><img src=\"https://static.tigerbbs.com/38c15dca491bd8741f8ac3af099bdeb7\" tg-width=\"840\" tg-height=\"470\" 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>Pinduoduo shares surged 11% 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; 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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\">\nPinduoduo shares surged 11% 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\">2021-12-07 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Pinduoduo shares surged 11% in morning trading&nbsp;after&nbsp;Macquarie gave pinduoduo a market beating rating with a target price of $95.</p>\n<p><img src=\"https://static.tigerbbs.com/38c15dca491bd8741f8ac3af099bdeb7\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142645155","content_text":"Pinduoduo shares surged 11% in morning trading after Macquarie gave pinduoduo a market beating rating with a target price of $95.","news_type":1},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608632077,"gmtCreate":1638706754897,"gmtModify":1638706755267,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Time to buy???","listText":"Time to buy???","text":"Time to buy???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608632077","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608332224,"gmtCreate":1638621287889,"gmtModify":1638621288224,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608332224","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603143583,"gmtCreate":1638379357036,"gmtModify":1638379358363,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603143583","repostId":"1167889898","repostType":4,"repost":{"id":"1167889898","kind":"news","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":1638372370,"share":"https://www.laohu8.com/m/news/1167889898?lang=&edition=full","pubTime":"2021-12-01 23:26","market":"us","language":"en","title":"Social media stocks jumped in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1167889898","media":"Tiger Newspress","summary":"Social media stocks jumped in morning trading.Snap,Twitter,Match,Bumble climbed between 3% and 6%.\n\n","content":"<p>Social media stocks jumped in morning trading.Snap,Twitter,Match,Bumble&nbsp;climbed between 3% and 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/43d7ed750f9c250d3c0ae426133e8935\" tg-width=\"400\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p>\n<p>Cathie Wood's ARK Investment Management bought more than a million shares of&nbsp;Twitter&nbsp;Inc, a day after Jack Dorsey stepped down as the chief executive of the social networking site;</p>\n<p>Match Group to pay over $400 million to settle Tinder valuation case.</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>Social media stocks jumped 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\">\nSocial media stocks jumped 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\">2021-12-01 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Social media stocks jumped in morning trading.Snap,Twitter,Match,Bumble&nbsp;climbed between 3% and 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/43d7ed750f9c250d3c0ae426133e8935\" tg-width=\"400\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p>\n<p>Cathie Wood's ARK Investment Management bought more than a million shares of&nbsp;Twitter&nbsp;Inc, a day after Jack Dorsey stepped down as the chief executive of the social networking site;</p>\n<p>Match Group to pay over $400 million to settle Tinder valuation case.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc.","MTCH":"Match Group, Inc.","TWTR":"Twitter","BMBL":"Bumble Inc.","SNAP":"Snap Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167889898","content_text":"Social media stocks jumped in morning trading.Snap,Twitter,Match,Bumble climbed between 3% and 6%.\n\nCathie Wood's ARK Investment Management bought more than a million shares of Twitter Inc, a day after Jack Dorsey stepped down as the chief executive of the social networking site;\nMatch Group to pay over $400 million to settle Tinder valuation case.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600324184,"gmtCreate":1638072032069,"gmtModify":1638072032438,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"start small, and build a position slowly through dollar-cost averaging.","listText":"start small, and build a position slowly through dollar-cost averaging.","text":"start small, and build a position slowly through dollar-cost averaging.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600324184","repostId":"2186328507","repostType":4,"repost":{"id":"2186328507","kind":"highlight","pubTimestamp":1638068211,"share":"https://www.laohu8.com/m/news/2186328507?lang=&edition=full","pubTime":"2021-11-28 10:56","market":"us","language":"en","title":"Up 150% This Year, Is Nvidia Stock a Smart Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2186328507","media":"Motley Fool","summary":"This chipmaker plays an important role in emerging technologies like the metaverse.","content":"<p>Supply chain disruptions sparked by the pandemic have created problems in numerous industries. For instance, automakers and consumer electronics companies are currently grappling with chip shortages, and those headwinds may last through next year. Of course, that particular problem has actually been a tailwind for chipmakers like <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a>.</p>\n<p>In fact, Nvidia's share price has skyrocketed 150% since the beginning of 2021 and 455% since the beginning of 2020. The company has a market cap of $814 billion as of this writing, making it the world's largest semiconductor business by a wide margin. But after those tremendous gains, is Nvidia stock still a smart buy?</p>\n<p>Let's dive in.</p>\n<h2>The leader in supercomputing</h2>\n<p>Nvidia specializes in accelerated computing. In 1999, the company invented the graphics processing unit (GPU), a chip designed to parallelize compute-intensive tasks. In other words, GPUs can perform thousands of calculations at the same time. For that reason, they are ideal for generating ultra-realistic video game graphics, and they are shaping the future of evolving technologies like augmented reality, virtual reality, and the metaverse.</p>\n<p>However, GPUs also excel at handling complex data center workloads, such as analytics, artificial intelligence, and scientific computing. And last year, Nvidia reinforced its hardware portfolio with the acquisition of Mellanox, a specialist in high-performance networking solutions. That move made Nvidia even more relevant in the data center, expanding the scope of its products. But Nvidia does more than hardware -- it's a full-stack computing company.</p>\n<p>To that end, Nvidia also provides a range of GPU-optimized software, such as TensorFlow for AI training, TensorRT for AI inference, and Rapids for data science workloads. It also offers a range of application frameworks that hasten development such as Merlin&nbsp;for recommender systems, Isaac&nbsp;for robotics, and Drive&nbsp;for autonomous vehicles. In short, Nvidia is an end-to-end solution for accelerated computing.</p>\n<p>More importantly, it has established itself as the industry leader. Its compute platform powers eight of the top 10&nbsp;supercomputers, and Nvidia holds over 90% market share in supercomputer accelerators. Those figures evidence its dominance in the data center, a market that management estimates will reach $100 billion by 2024.</p>\n<p>Likewise, Nvidia chips are still the gold standard for gamers and graphics as it holds 83% market share in discrete GPUs for PCs and over 90% market share in workstation graphics.</p>\n<p>Not surprisingly, Nvidia's financial performance has been impressive.</p>\n<p><img src=\"https://static.tigerbbs.com/7e51fa974c041f70217c30c78752ab06\" tg-width=\"720\" tg-height=\"409\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<h2>A robust growth strategy</h2>\n<p>In addition to deploying Nvidia hardware in private data centers, clients can run workloads on Nvidia GPUs in every major public cloud, from <b>Amazon</b> Web Services&nbsp;to<b>&nbsp;Tencent</b>. And Nvidia recently added support for hybrid environments with the launch of AI Enterprise, a suite of software that allows businesses to virtualize AI and analytics workloads across private and public clouds. Virtualization software (in this case, <b>VMware </b>vSphere) creates a pool of resources from the underlying infrastructure, allowing clients to use physical hardware more&nbsp;efficiently.</p>\n<p>To supplement its AI Enterprise suite, Nvidia offers two additional subscription products: Base Command&nbsp;and Fleet Command, which streamline the development and deployment of AI applications. Collectively, all three products are available through Nvidia LaunchPad, a program that provides businesses with immediate access to AI infrastructure.</p>\n<p>However, the more exciting subscription product is Omniverse. This revolutionary platform took Nvidia nearly five years to develop, and it's finally live. Omniverse accelerates 3D workflows by enabling real-time collaboration among creators like architects, engineers, and game developers across a range of 3D design software. It also serves as a simulation engine&nbsp;capable of generating physically accurate synthetic data, meaning Omniverse can be used to train AI models that power autonomous robots and self-driving cars.</p>\n<p>That's incredible, but those use cases only scratch the surface. For instance, Nvidia recently announced Omniverse Avatar, a platform capable of generating AI avatars -- digital automatons that can see, speak, think, and understand. That technology could revolutionize customer service and empower every person with an intelligent digital assistant. In short, Omniverse is a stepping stone to the metaverse, and Nvidia has already established itself as a key player.</p>\n<p>More broadly, the company's foray into subscription software should translate into a stable revenue stream in the years ahead.</p>\n<h2>Some concerns about valuation</h2>\n<p>Currently, Nvidia stock trades at 34 times sales, an incredible premium compared to chipmakers like <b>Advanced Micro Devices</b> and <b>Intel</b>, which trade at about 13 and three times sales, respectively. Perhaps more concerning, Nvidia's current price-to-sales multiple is two times higher than its average over the last three years (and the highest it has been in decades). Put simply, this stock looks very expensive.</p>\n<p>On the flip side, Nvidia's dominance in accelerated computing has made it a key player in several emerging industries, from artificial intelligence and augmented reality to robotics and the metaverse. And the visionary leadership of founder and CEO Jensen Huang should keep the company on a good trajectory.</p>\n<p>Looking ahead, I certainly think Nvidia can grow its business over the long term, but I'm less certain the stock can beat the market in the near term. For that reason, if you have plenty of time on your hands -- and you're prepared for volatility -- I think it's okay to buy a few shares today. But start small, and build a position slowly through dollar-cost averaging.</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>Up 150% This Year, Is Nvidia Stock a Smart Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUp 150% This Year, Is Nvidia Stock a Smart Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-28 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/27/up-150-this-year-is-nvidia-stock-a-smart-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Supply chain disruptions sparked by the pandemic have created problems in numerous industries. For instance, automakers and consumer electronics companies are currently grappling with chip shortages, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/27/up-150-this-year-is-nvidia-stock-a-smart-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/27/up-150-this-year-is-nvidia-stock-a-smart-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186328507","content_text":"Supply chain disruptions sparked by the pandemic have created problems in numerous industries. For instance, automakers and consumer electronics companies are currently grappling with chip shortages, and those headwinds may last through next year. Of course, that particular problem has actually been a tailwind for chipmakers like Nvidia .\nIn fact, Nvidia's share price has skyrocketed 150% since the beginning of 2021 and 455% since the beginning of 2020. The company has a market cap of $814 billion as of this writing, making it the world's largest semiconductor business by a wide margin. But after those tremendous gains, is Nvidia stock still a smart buy?\nLet's dive in.\nThe leader in supercomputing\nNvidia specializes in accelerated computing. In 1999, the company invented the graphics processing unit (GPU), a chip designed to parallelize compute-intensive tasks. In other words, GPUs can perform thousands of calculations at the same time. For that reason, they are ideal for generating ultra-realistic video game graphics, and they are shaping the future of evolving technologies like augmented reality, virtual reality, and the metaverse.\nHowever, GPUs also excel at handling complex data center workloads, such as analytics, artificial intelligence, and scientific computing. And last year, Nvidia reinforced its hardware portfolio with the acquisition of Mellanox, a specialist in high-performance networking solutions. That move made Nvidia even more relevant in the data center, expanding the scope of its products. But Nvidia does more than hardware -- it's a full-stack computing company.\nTo that end, Nvidia also provides a range of GPU-optimized software, such as TensorFlow for AI training, TensorRT for AI inference, and Rapids for data science workloads. It also offers a range of application frameworks that hasten development such as Merlin for recommender systems, Isaac for robotics, and Drive for autonomous vehicles. In short, Nvidia is an end-to-end solution for accelerated computing.\nMore importantly, it has established itself as the industry leader. Its compute platform powers eight of the top 10 supercomputers, and Nvidia holds over 90% market share in supercomputer accelerators. Those figures evidence its dominance in the data center, a market that management estimates will reach $100 billion by 2024.\nLikewise, Nvidia chips are still the gold standard for gamers and graphics as it holds 83% market share in discrete GPUs for PCs and over 90% market share in workstation graphics.\nNot surprisingly, Nvidia's financial performance has been impressive.\n\nData by YCharts.\nA robust growth strategy\nIn addition to deploying Nvidia hardware in private data centers, clients can run workloads on Nvidia GPUs in every major public cloud, from Amazon Web Services to Tencent. And Nvidia recently added support for hybrid environments with the launch of AI Enterprise, a suite of software that allows businesses to virtualize AI and analytics workloads across private and public clouds. Virtualization software (in this case, VMware vSphere) creates a pool of resources from the underlying infrastructure, allowing clients to use physical hardware more efficiently.\nTo supplement its AI Enterprise suite, Nvidia offers two additional subscription products: Base Command and Fleet Command, which streamline the development and deployment of AI applications. Collectively, all three products are available through Nvidia LaunchPad, a program that provides businesses with immediate access to AI infrastructure.\nHowever, the more exciting subscription product is Omniverse. This revolutionary platform took Nvidia nearly five years to develop, and it's finally live. Omniverse accelerates 3D workflows by enabling real-time collaboration among creators like architects, engineers, and game developers across a range of 3D design software. It also serves as a simulation engine capable of generating physically accurate synthetic data, meaning Omniverse can be used to train AI models that power autonomous robots and self-driving cars.\nThat's incredible, but those use cases only scratch the surface. For instance, Nvidia recently announced Omniverse Avatar, a platform capable of generating AI avatars -- digital automatons that can see, speak, think, and understand. That technology could revolutionize customer service and empower every person with an intelligent digital assistant. In short, Omniverse is a stepping stone to the metaverse, and Nvidia has already established itself as a key player.\nMore broadly, the company's foray into subscription software should translate into a stable revenue stream in the years ahead.\nSome concerns about valuation\nCurrently, Nvidia stock trades at 34 times sales, an incredible premium compared to chipmakers like Advanced Micro Devices and Intel, which trade at about 13 and three times sales, respectively. Perhaps more concerning, Nvidia's current price-to-sales multiple is two times higher than its average over the last three years (and the highest it has been in decades). Put simply, this stock looks very expensive.\nOn the flip side, Nvidia's dominance in accelerated computing has made it a key player in several emerging industries, from artificial intelligence and augmented reality to robotics and the metaverse. And the visionary leadership of founder and CEO Jensen Huang should keep the company on a good trajectory.\nLooking ahead, I certainly think Nvidia can grow its business over the long term, but I'm less certain the stock can beat the market in the near term. For that reason, if you have plenty of time on your hands -- and you're prepared for volatility -- I think it's okay to buy a few shares today. But start small, and build a position slowly through dollar-cost averaging.","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874831976,"gmtCreate":1637753792625,"gmtModify":1637753792916,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874831976","repostId":"1182537544","repostType":4,"repost":{"id":"1182537544","kind":"news","pubTimestamp":1637739904,"share":"https://www.laohu8.com/m/news/1182537544?lang=&edition=full","pubTime":"2021-11-24 15:45","market":"us","language":"en","title":"Twitter Languishes Back Where It Started 8 Years Ago but Merits a Fresh Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1182537544","media":"Realmoney","summary":"It's easy to heap scorn on the stock of Twitter (TWTR) . The stock went public eight years ago this ","content":"<p>It's easy to heap scorn on the stock of Twitter (TWTR) . The stock went public eight years ago this month, and the range it traded on the first day, between $45 and $50, is the same range the stock travels today.</p>\n<p>Back then, after Facebook (FB) found its stride, euphoric sentiment for social media stocks heralded Twitter as the shiny new Wall Street growth company. Eight years of zero net return ensued as expectations for speedier growth faltered.</p>\n<p>On the one hand, Twitter's stock is a caution flag for buying the latest hot initial public offering with too much growth already baked in the share price. On the other hand, it also shows the wild sentiment swings when euphoria turns to skepticism, creating quality buying opportunities.</p>\n<p>Twitter had $665 million in revenues in 2013 and it traded over 50x revenues on day one. Naturally, losses were steep and the prospects of positive earnings were well off in the distance.</p>\n<p>After dreams of higher growth fell flat, the stock nosedived into the teens. Twitter was never as deft at growing users or targeting them with ads as its social media brethren. Ironically, the company's inability to effectively personalize and target ads has led to a minimal impact from Apple's (AAPL) new iOS tracking restrictions; Twitter grew revenues faster than Snapchat (SNAP) and Facebook last quarter.</p>\n<p>Eight years after the IPO, Twitter trades at under 8x sales and has a price-to-earnings (P/E) multiple of around 50. No metric on Wall Street connotes that its shares are a bargain, even after falling more than 40% from the highs nine months ago. But Twitter's business is as strong as it ever has been, with a record $5.1 billion in revenue and 83 cents in expected earnings per share this year. New initiatives have diversified its product offerings and the company believes it can achieve revenue of $7.5 billion in 2023.</p>\n<p>Although the stock has fallen 25% since Twitter reported third-quarter earnings, execution for the quarter and outlook were respectable. Revenue was up 37% and daily active users (DAUs) were up 13%; higher DAU growth was projected for the fourth quarter.</p>\n<p>Management has been exploring many new avenues for growth, some with success. Twitter Spaces is a notable extension to the platform, drawing in users and time spent. Monetization opportunities are sure to follow this growing usage.</p>\n<p>On Monday, Twitter announced that Walmart (WMT) would be the first retailer to test its new livestream platform. Since Twitter won't be taking a cut, management hopes this new e-commerce initiative can continue bringing new users and advertisers to the service.</p>\n<p>Twitter is as much a part of the zeitgeist as it ever has been. Sporting events, including the Olympics, have continued to draw record usage and impressions.</p>\n<p>If you've followed Twitter's stock for eight years, it's mostly been a frustrating ride. With the share's pricey metrics, it's often sentiment-driven and unloved, especially relative to other social media darlings. Yet, there have been key buying opportunities along the way.</p>\n<p>At the IPO opening, it was foolhardy to pay in the mid $40s and more than 50x sales. Eight years later, with the sentiment dour, a case can be made to buy the stock at under 8x sales, with fundamentals and growth intact and the stock still in the mid $40s.</p>","source":"lsy1619508253632","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>Twitter Languishes Back Where It Started 8 Years Ago but Merits a Fresh Look</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\">\nTwitter Languishes Back Where It Started 8 Years Ago but Merits a Fresh Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-24 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://realmoney.thestreet.com/investing/stocks/twitter-languishes-back-where-it-started-8-years-ago-but-merits-a-fresh-look-15842177?puc=yahoo&cm_ven=YAHOO><strong>Realmoney</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's easy to heap scorn on the stock of Twitter (TWTR) . The stock went public eight years ago this month, and the range it traded on the first day, between $45 and $50, is the same range the stock ...</p>\n\n<a href=\"https://realmoney.thestreet.com/investing/stocks/twitter-languishes-back-where-it-started-8-years-ago-but-merits-a-fresh-look-15842177?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://realmoney.thestreet.com/investing/stocks/twitter-languishes-back-where-it-started-8-years-ago-but-merits-a-fresh-look-15842177?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182537544","content_text":"It's easy to heap scorn on the stock of Twitter (TWTR) . The stock went public eight years ago this month, and the range it traded on the first day, between $45 and $50, is the same range the stock travels today.\nBack then, after Facebook (FB) found its stride, euphoric sentiment for social media stocks heralded Twitter as the shiny new Wall Street growth company. Eight years of zero net return ensued as expectations for speedier growth faltered.\nOn the one hand, Twitter's stock is a caution flag for buying the latest hot initial public offering with too much growth already baked in the share price. On the other hand, it also shows the wild sentiment swings when euphoria turns to skepticism, creating quality buying opportunities.\nTwitter had $665 million in revenues in 2013 and it traded over 50x revenues on day one. Naturally, losses were steep and the prospects of positive earnings were well off in the distance.\nAfter dreams of higher growth fell flat, the stock nosedived into the teens. Twitter was never as deft at growing users or targeting them with ads as its social media brethren. Ironically, the company's inability to effectively personalize and target ads has led to a minimal impact from Apple's (AAPL) new iOS tracking restrictions; Twitter grew revenues faster than Snapchat (SNAP) and Facebook last quarter.\nEight years after the IPO, Twitter trades at under 8x sales and has a price-to-earnings (P/E) multiple of around 50. No metric on Wall Street connotes that its shares are a bargain, even after falling more than 40% from the highs nine months ago. But Twitter's business is as strong as it ever has been, with a record $5.1 billion in revenue and 83 cents in expected earnings per share this year. New initiatives have diversified its product offerings and the company believes it can achieve revenue of $7.5 billion in 2023.\nAlthough the stock has fallen 25% since Twitter reported third-quarter earnings, execution for the quarter and outlook were respectable. Revenue was up 37% and daily active users (DAUs) were up 13%; higher DAU growth was projected for the fourth quarter.\nManagement has been exploring many new avenues for growth, some with success. Twitter Spaces is a notable extension to the platform, drawing in users and time spent. Monetization opportunities are sure to follow this growing usage.\nOn Monday, Twitter announced that Walmart (WMT) would be the first retailer to test its new livestream platform. Since Twitter won't be taking a cut, management hopes this new e-commerce initiative can continue bringing new users and advertisers to the service.\nTwitter is as much a part of the zeitgeist as it ever has been. Sporting events, including the Olympics, have continued to draw record usage and impressions.\nIf you've followed Twitter's stock for eight years, it's mostly been a frustrating ride. With the share's pricey metrics, it's often sentiment-driven and unloved, especially relative to other social media darlings. Yet, there have been key buying opportunities along the way.\nAt the IPO opening, it was foolhardy to pay in the mid $40s and more than 50x sales. Eight years later, with the sentiment dour, a case can be made to buy the stock at under 8x sales, with fundamentals and growth intact and the stock still in the mid $40s.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":866257797,"gmtCreate":1632787004219,"gmtModify":1632797593619,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Analysts have trimmed Micron stock targets ahead of the earnings.","listText":"Analysts have trimmed Micron stock targets ahead of the earnings.","text":"Analysts have trimmed Micron stock targets ahead of the earnings.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/866257797","repostId":"1129095998","repostType":4,"repost":{"id":"1129095998","kind":"news","pubTimestamp":1632786246,"share":"https://www.laohu8.com/m/news/1129095998?lang=&edition=full","pubTime":"2021-09-28 07:44","market":"us","language":"en","title":"Micron Technology Q4 2021 Earnings Preview","url":"https://stock-news.laohu8.com/highlight/detail?id=1129095998","media":"seekingalpha","summary":"Micron Technology (NASDAQ:MU) is scheduled to announce Q4 earnings results on Tuesday, September 28t","content":"<p>Micron Technology (NASDAQ:MU) is scheduled to announce Q4 earnings results on Tuesday, September 28th, after market close.</p>\n<p>The consensusEPS Estimate is $2.34(+116.7% Y/Y) and the consensus Revenue Estimate is $8.21B (+35.5% Y/Y).</p>\n<p>The analysts expect gross margin of 47%.</p>\n<p>Cash flow from operations is estimated to be $4.05B.</p>\n<p>Over the last 3 months, EPS estimates have seen 16upward revisionsand 5 downward. Revenue estimates have seen 20 upward revisions and 3 downward.</p>\n<p>Over the last 2 years, MU&nbsp;has beaten EPS estimates&nbsp;100% of the time and has beaten revenue estimates 100% of the time.</p>\n<p><img src=\"https://static.tigerbbs.com/ebb70ec2b2ea79737f2ec6d5717f3721\" tg-width=\"877\" tg-height=\"437\" width=\"100%\" height=\"auto\"></p>\n<p>However, analysts have trimmed Micron stock targets ahead of the earnings.</p>\n<p>J.P. Morgan slashed its target price to $100 from $140, citing some DRAM \"softness\" heading into the new quarter due to some supply-chain issues in thenear term that is feeding into seasonal weakness through the first half of next year.</p>\n<p>Wall Street remains Bullish on the stock, as do Seeking Alpha authors. The stock has aQuant rating of Very Bullish.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Technology Q4 2021 Earnings Preview</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\">\nMicron Technology Q4 2021 Earnings Preview\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3745013-micron-technology-q4-2021-earnings-preview><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology (NASDAQ:MU) is scheduled to announce Q4 earnings results on Tuesday, September 28th, after market close.\nThe consensusEPS Estimate is $2.34(+116.7% Y/Y) and the consensus Revenue ...</p>\n\n<a href=\"https://seekingalpha.com/news/3745013-micron-technology-q4-2021-earnings-preview\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/news/3745013-micron-technology-q4-2021-earnings-preview","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1129095998","content_text":"Micron Technology (NASDAQ:MU) is scheduled to announce Q4 earnings results on Tuesday, September 28th, after market close.\nThe consensusEPS Estimate is $2.34(+116.7% Y/Y) and the consensus Revenue Estimate is $8.21B (+35.5% Y/Y).\nThe analysts expect gross margin of 47%.\nCash flow from operations is estimated to be $4.05B.\nOver the last 3 months, EPS estimates have seen 16upward revisionsand 5 downward. Revenue estimates have seen 20 upward revisions and 3 downward.\nOver the last 2 years, MU has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time.\n\nHowever, analysts have trimmed Micron stock targets ahead of the earnings.\nJ.P. Morgan slashed its target price to $100 from $140, citing some DRAM \"softness\" heading into the new quarter due to some supply-chain issues in thenear term that is feeding into seasonal weakness through the first half of next year.\nWall Street remains Bullish on the stock, as do Seeking Alpha authors. The stock has aQuant rating of Very Bullish.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813071915,"gmtCreate":1630116931437,"gmtModify":1704956198552,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"A golden opportunity for investors to add a rapidly growing company to their portfolios at an attractive valuation.","listText":"A golden opportunity for investors to add a rapidly growing company to their portfolios at an attractive valuation.","text":"A golden opportunity for investors to add a rapidly growing company to their portfolios at an attractive valuation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/813071915","repostId":"2162024053","repostType":4,"repost":{"id":"2162024053","kind":"highlight","pubTimestamp":1630110600,"share":"https://www.laohu8.com/m/news/2162024053?lang=&edition=full","pubTime":"2021-08-28 08:30","market":"us","language":"en","title":"Got $1,000? Buy This Hot Stock That Jumped 10X and Could Do It Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2162024053","media":"Motley Fool","summary":"A stronger pace of growth in the future, thanks to solid demand, could send this tech stock's price much higher.","content":"<p><b>Applied Materials</b> (NASDAQ:AMAT) looked like an enticing bet going into its fiscal 2021 third-quarter earnings report, and the company didn't disappoint as it crushed Wall Street's expectations on the back of terrific growth in revenue and earnings. What's more, Applied's guidance turned out to be strong as well, fueled by the massive growth in semiconductor investments across the globe as chipmakers are scrambling to meet huge end-market demand.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36e7c524b510f3ddf875d48fa2f3ac29\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<p>It's worth noting that Applied Materials stock is now trading at a cheaper valuation than it was before the quarterly report came out, thanks to the terrific earnings growth. Its price-to-earnings (P/E) ratio is just 23, while the forward earnings multiple of 17 indicates that more bottom-line growth is in the cards. These multiples are lower than the <b>S&amp;P 500 Index</b>'s trailing P/E of 31 and forward P/E of 22.</p>\n<p>That means there's a golden opportunity for investors to add a rapidly growing company to their portfolios at an attractive valuation, and they shouldn't miss out. Let's look at some reasons.</p>\n<h2>Applied Materials is now growing at a blistering pace</h2>\n<p>A $1,000 investment in Applied Materials stock a decade ago would be worth almost $12,000 now:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81e0104d17e81fcbfbe06af299b88f05\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>AMAT data by YCharts.</span></p>\n<p>However, as the chart above shows, the company's top and bottom lines haven't exactly grown at a blistering pace over the past 10 years. Its revenue just about doubled, while earnings growth hasn't been eye-popping either, considering the pace at which the broader market's bottom line has increased. Also, as the chart indicates, most of Applied Materials' gains arrived in the past year and a half, after it became evident that the company's offerings would remain in hot demand amid a global semiconductor shortage that has disrupted several industries.</p>\n<p>Not surprisingly, Applied Materials' revenue and earnings have been growing at a much faster pace when compared to its average annual growth in the past 10 years. The company delivered record quarterly revenue of $6.2 billion in Q3, up 41% year over year. It also clocked a record (adjusted) operating margin of 32.7%, a jump of 6.3 percentage points over the prior year.</p>\n<p>The terrific sales and margin growth led to record adjusted earnings of $1.90 per share, up 79% from the year-ago quarter. The results crushed the expectations of analysts who'd been looking for $1.77 per share in earnings on $5.94 billion in revenue.</p>\n<p>Applied Materials' guidance was the icing on the cake. The company expects, at the midpoint of its guidance range, to earn $1.94 per share this quarter on revenue of $6.33 billion. Wall Street had set the bar lower; analysts were expecting just $1.81 in earnings per share on $6.04 billion in revenue. The midpoint of the guidance indicates that Applied is anticipating 35% year-over-year revenue growth this quarter, while non-GAAP (adjusted) earnings could increase 55%.</p>\n<p>The impressive guidance is a clue that Applied Materials has switched into a higher gear, and it's unlikely to step off the gas given the massive end-market opportunity at hand. In fact, it wouldn't be surprising to see its growth over the next decade significantly outpacing the rate at which it's grown in the past 10 years, helping the stock to fly higher once again.</p>\n<h2>Sustainable growth drivers can help the stock soar</h2>\n<p>Applied Materials supplies chip fabrication equipment, services, and software to semiconductor manufacturers. Its largest source of revenue is the semiconductor systems business, through which Applied develops, manufactures, and sells semiconductor fabrication equipment. This segment produced nearly 72% of the company's total revenue last quarter and recorded 53% year-over-year growth.</p>\n<p>Within the semiconductor systems business, the foundry/logic vertical occupied the largest share with 63% of total revenue, up from 55% in the year-ago quarter. The foundry business is built for long-term growth, as chipmakers across the globe are ramping up capacity. For instance, global semiconductor capital spending stood at an estimated $29.4 billion in 2010, according to <b>Gartner</b>. Last year, that number had ballooned to $106.9 billion.</p>\n<p>Gartner estimates that global semiconductor spending will rise to $141.9 billion this year. Spending on semiconductor equipment can keep moving higher in the coming years on the back of a huge jump in chip demand.</p>\n<p>Applied Materials points out that the semiconductor industry took 40 years to achieve its first $200 billion in revenue; from 2000 to 2017, the industry added the next $200 billion. An additional $200 billion of revenue is expected by 2024, over a shorter span of just seven years. What's more, the semiconductor industry's revenue is anticipated to increase a whopping $400 billion from 2025 to 2030, hitting $1 trillion at the end of the forecast period.</p>\n<p>Chipmakers will need to buy new equipment or upgrade their existing setups to cater to this massive increase in semiconductor demand, which will be driven by several verticals including automotive, networking, and industrial. Discussing \"PPACt\" (chip power efficiency, performance, area, cost, and time to market), Applied Materials CEO Gary Dickerson said on the Q3 earnings call that the company is on track to take advantage of these tailwinds and outperform the broader market:</p>\n<blockquote>\n As we look ahead, we are confident that the strength of longer-term secular trends will drive semiconductor and wafer fab equipment markets structurally higher. And we believe Applied is in the best position to accelerate our customers' PPACt roadmaps, and grow significantly faster than our markets.\n</blockquote>\n<p>All of this indicates that Applied Materials is in a solid position to deliver more upside. Analysts expect the company's earnings to clock a compound annual growth rate (CAGR) of nearly 25% for the next five years. At its current valuation, buying this tech stock is a no-brainer.</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>Got $1,000? Buy This Hot Stock That Jumped 10X and Could Do It Again</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\">\nGot $1,000? Buy This Hot Stock That Jumped 10X and Could Do It Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/27/got-1000-buy-this-hot-stock-that-could-jump-10x-on/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applied Materials (NASDAQ:AMAT) looked like an enticing bet going into its fiscal 2021 third-quarter earnings report, and the company didn't disappoint as it crushed Wall Street's expectations on the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/27/got-1000-buy-this-hot-stock-that-could-jump-10x-on/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMAT":"应用材料"},"source_url":"https://www.fool.com/investing/2021/08/27/got-1000-buy-this-hot-stock-that-could-jump-10x-on/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162024053","content_text":"Applied Materials (NASDAQ:AMAT) looked like an enticing bet going into its fiscal 2021 third-quarter earnings report, and the company didn't disappoint as it crushed Wall Street's expectations on the back of terrific growth in revenue and earnings. What's more, Applied's guidance turned out to be strong as well, fueled by the massive growth in semiconductor investments across the globe as chipmakers are scrambling to meet huge end-market demand.\nImage source: Getty Images.\nIt's worth noting that Applied Materials stock is now trading at a cheaper valuation than it was before the quarterly report came out, thanks to the terrific earnings growth. Its price-to-earnings (P/E) ratio is just 23, while the forward earnings multiple of 17 indicates that more bottom-line growth is in the cards. These multiples are lower than the S&P 500 Index's trailing P/E of 31 and forward P/E of 22.\nThat means there's a golden opportunity for investors to add a rapidly growing company to their portfolios at an attractive valuation, and they shouldn't miss out. Let's look at some reasons.\nApplied Materials is now growing at a blistering pace\nA $1,000 investment in Applied Materials stock a decade ago would be worth almost $12,000 now:\nAMAT data by YCharts.\nHowever, as the chart above shows, the company's top and bottom lines haven't exactly grown at a blistering pace over the past 10 years. Its revenue just about doubled, while earnings growth hasn't been eye-popping either, considering the pace at which the broader market's bottom line has increased. Also, as the chart indicates, most of Applied Materials' gains arrived in the past year and a half, after it became evident that the company's offerings would remain in hot demand amid a global semiconductor shortage that has disrupted several industries.\nNot surprisingly, Applied Materials' revenue and earnings have been growing at a much faster pace when compared to its average annual growth in the past 10 years. The company delivered record quarterly revenue of $6.2 billion in Q3, up 41% year over year. It also clocked a record (adjusted) operating margin of 32.7%, a jump of 6.3 percentage points over the prior year.\nThe terrific sales and margin growth led to record adjusted earnings of $1.90 per share, up 79% from the year-ago quarter. The results crushed the expectations of analysts who'd been looking for $1.77 per share in earnings on $5.94 billion in revenue.\nApplied Materials' guidance was the icing on the cake. The company expects, at the midpoint of its guidance range, to earn $1.94 per share this quarter on revenue of $6.33 billion. Wall Street had set the bar lower; analysts were expecting just $1.81 in earnings per share on $6.04 billion in revenue. The midpoint of the guidance indicates that Applied is anticipating 35% year-over-year revenue growth this quarter, while non-GAAP (adjusted) earnings could increase 55%.\nThe impressive guidance is a clue that Applied Materials has switched into a higher gear, and it's unlikely to step off the gas given the massive end-market opportunity at hand. In fact, it wouldn't be surprising to see its growth over the next decade significantly outpacing the rate at which it's grown in the past 10 years, helping the stock to fly higher once again.\nSustainable growth drivers can help the stock soar\nApplied Materials supplies chip fabrication equipment, services, and software to semiconductor manufacturers. Its largest source of revenue is the semiconductor systems business, through which Applied develops, manufactures, and sells semiconductor fabrication equipment. This segment produced nearly 72% of the company's total revenue last quarter and recorded 53% year-over-year growth.\nWithin the semiconductor systems business, the foundry/logic vertical occupied the largest share with 63% of total revenue, up from 55% in the year-ago quarter. The foundry business is built for long-term growth, as chipmakers across the globe are ramping up capacity. For instance, global semiconductor capital spending stood at an estimated $29.4 billion in 2010, according to Gartner. Last year, that number had ballooned to $106.9 billion.\nGartner estimates that global semiconductor spending will rise to $141.9 billion this year. Spending on semiconductor equipment can keep moving higher in the coming years on the back of a huge jump in chip demand.\nApplied Materials points out that the semiconductor industry took 40 years to achieve its first $200 billion in revenue; from 2000 to 2017, the industry added the next $200 billion. An additional $200 billion of revenue is expected by 2024, over a shorter span of just seven years. What's more, the semiconductor industry's revenue is anticipated to increase a whopping $400 billion from 2025 to 2030, hitting $1 trillion at the end of the forecast period.\nChipmakers will need to buy new equipment or upgrade their existing setups to cater to this massive increase in semiconductor demand, which will be driven by several verticals including automotive, networking, and industrial. Discussing \"PPACt\" (chip power efficiency, performance, area, cost, and time to market), Applied Materials CEO Gary Dickerson said on the Q3 earnings call that the company is on track to take advantage of these tailwinds and outperform the broader market:\n\n As we look ahead, we are confident that the strength of longer-term secular trends will drive semiconductor and wafer fab equipment markets structurally higher. And we believe Applied is in the best position to accelerate our customers' PPACt roadmaps, and grow significantly faster than our markets.\n\nAll of this indicates that Applied Materials is in a solid position to deliver more upside. Analysts expect the company's earnings to clock a compound annual growth rate (CAGR) of nearly 25% for the next five years. At its current valuation, buying this tech stock is a no-brainer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801254632,"gmtCreate":1627520228026,"gmtModify":1631884310613,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Investors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.","listText":"Investors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.","text":"Investors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/801254632","repostId":"1127264445","repostType":4,"repost":{"id":"1127264445","kind":"news","pubTimestamp":1627514621,"share":"https://www.laohu8.com/m/news/1127264445?lang=&edition=full","pubTime":"2021-07-29 07:23","market":"us","language":"en","title":"S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1127264445","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after th","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p>\n<p>Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p>\n<p>In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p>\n<p>“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p>\n<p>Right after the Fed statement, the S&amp;P 500 index reversed slight declines though it still ended a hair lower on the day.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p>\n<p>The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p>\n<p>The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p>\n<p>The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&amp;P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p>\n<p>The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p>\n<p>“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p>\n<p>In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p>\n<p>Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 07:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","SPXU":"三倍做空标普500ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares",".DJI":"道琼斯","UPRO":"三倍做多标普500ETF",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","SPY":"标普500ETF","OEX":"标普100"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127264445","content_text":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the central bank was still a ways away from considering raising interest rates.\nKeeping the market in check, shares of tech giant Apple Inc fell 1.2% after it forecast slowing revenue growth.\nIn a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.\n“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.\nRight after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.\nInvestors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.\nThe central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.\nThe Nasdaq ended higher and shares of Google parent Alphabet Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.\nThe Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.\nThe Fed’s statement came at the conclusion of its latest two-day policy meeting.\n“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in Wellesley, Massachusetts.\nIn other earnings news, Microsoft Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.\nVolume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.\nThe S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":876202191,"gmtCreate":1637314048624,"gmtModify":1637314213651,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Foot Locker shares rose 3.2% to $59.40 in after-hours trading.","listText":"Foot Locker shares rose 3.2% to $59.40 in after-hours trading.","text":"Foot Locker shares rose 3.2% to $59.40 in after-hours trading.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876202191","repostId":"1199605105","repostType":4,"repost":{"id":"1199605105","kind":"news","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":1637311720,"share":"https://www.laohu8.com/m/news/1199605105?lang=&edition=full","pubTime":"2021-11-19 16:48","market":"us","language":"en","title":"5 Stocks To Watch For November 19, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1199605105","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Foot Locker, Inc. to","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects&nbsp;<b>Foot Locker, Inc.</b>&nbsp;to report quarterly earnings at $1.37 per share on revenue of $2.12 billion before the opening bell. Foot Locker shares rose 3.2% to $59.40 in after-hours trading.</li>\n <li><b>Intuit Inc.</b>&nbsp;reported better-than-expected results for its first quarter and issued strong forecast for FY22. Intuit shares jumped 9% to $685.50 in the after-hours trading session.</li>\n <li><b>Ross Stores, Inc.</b>&nbsp;reported upbeat earnings for its third quarter, but issued weak earnings guidance for the current quarter. Ross Stores shares dropped 5% to $113.5 in the after-hours trading session.</li>\n</ul>\n<ul>\n <li>Analysts are expecting&nbsp;<b>The Buckle, Inc.</b>&nbsp;to have earned $0.92 per share on revenue of $299.12 million in the recent quarter. The company will release earnings before the markets open. Buckle shares rose 0.5% to $54.04 in after-hours trading.</li>\n <li><b>Workday, Inc.</b>&nbsp;posted stronger-than-expected earnings for its third quarter and announced intent to acquire VNDLY for $510 million. The company also said it sees Q4 subscription revenue of $1.216 billion to $1.218 billion. Workday shares dipped 8% to $275.10 in the after-hours trading session.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For November 19, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For November 19, 2021\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\">2021-11-19 16:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects&nbsp;<b>Foot Locker, Inc.</b>&nbsp;to report quarterly earnings at $1.37 per share on revenue of $2.12 billion before the opening bell. Foot Locker shares rose 3.2% to $59.40 in after-hours trading.</li>\n <li><b>Intuit Inc.</b>&nbsp;reported better-than-expected results for its first quarter and issued strong forecast for FY22. Intuit shares jumped 9% to $685.50 in the after-hours trading session.</li>\n <li><b>Ross Stores, Inc.</b>&nbsp;reported upbeat earnings for its third quarter, but issued weak earnings guidance for the current quarter. Ross Stores shares dropped 5% to $113.5 in the after-hours trading session.</li>\n</ul>\n<ul>\n <li>Analysts are expecting&nbsp;<b>The Buckle, Inc.</b>&nbsp;to have earned $0.92 per share on revenue of $299.12 million in the recent quarter. The company will release earnings before the markets open. Buckle shares rose 0.5% to $54.04 in after-hours trading.</li>\n <li><b>Workday, Inc.</b>&nbsp;posted stronger-than-expected earnings for its third quarter and announced intent to acquire VNDLY for $510 million. The company also said it sees Q4 subscription revenue of $1.216 billion to $1.218 billion. Workday shares dipped 8% to $275.10 in the after-hours trading session.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FL":"富乐客","WDAY":"Workday","INTU":"财捷","ROST":"罗斯百货有限公司","BKE":"巴克尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199605105","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Foot Locker, Inc. to report quarterly earnings at $1.37 per share on revenue of $2.12 billion before the opening bell. Foot Locker shares rose 3.2% to $59.40 in after-hours trading.\nIntuit Inc. reported better-than-expected results for its first quarter and issued strong forecast for FY22. Intuit shares jumped 9% to $685.50 in the after-hours trading session.\nRoss Stores, Inc. reported upbeat earnings for its third quarter, but issued weak earnings guidance for the current quarter. Ross Stores shares dropped 5% to $113.5 in the after-hours trading session.\n\n\nAnalysts are expecting The Buckle, Inc. to have earned $0.92 per share on revenue of $299.12 million in the recent quarter. The company will release earnings before the markets open. Buckle shares rose 0.5% to $54.04 in after-hours trading.\nWorkday, Inc. posted stronger-than-expected earnings for its third quarter and announced intent to acquire VNDLY for $510 million. The company also said it sees Q4 subscription revenue of $1.216 billion to $1.218 billion. Workday shares dipped 8% to $275.10 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604981798,"gmtCreate":1639308851673,"gmtModify":1639308852491,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"I will keep the potential company share","listText":"I will keep the potential company share","text":"I will keep the potential company share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/604981798","repostId":"2190719916","repostType":4,"repost":{"id":"2190719916","kind":"highlight","pubTimestamp":1639280175,"share":"https://www.laohu8.com/m/news/2190719916?lang=&edition=full","pubTime":"2021-12-12 11:36","market":"us","language":"en","title":"Is Inflation Going to Cool Down Anytime Soon?","url":"https://stock-news.laohu8.com/highlight/detail?id=2190719916","media":"Motley Fool","summary":"Two Motley Fool contributors discuss the issue weighing on a lot of people's minds.","content":"<p>Investors and the general public as a whole are worried about the surging rate of inflation, and these concerns continue to drive some of the volatility we're seeing in the broader market. In this segment of<i> Backstage Pass</i>, recorded on <b>Nov. 10</b>, Fool contributors Connor Allen and Rachel Warren discuss inflation and investing in this challenging market environment.</p>\n<p><b>Connor Allen</b>: But to go back to the original question about transitory inflation, I think most people have hopped off that bus by now. I think right when this started, a lot of people were on the transitory bus. They thought a lot of the bottlenecks and the supply chain issues that were being caused we're going to get solved and basically deflation will come and replace that and prices would go back to normal. I don't think a lot of people think that anymore.</p>\n<p>Because when you think about a company that's selling a product, and they realize that the market will pay $5 for something that used to be $3 and are they ever going to bring it back to $3? I don't think so. I think that's hard to make companies do, especially when there's such a variety of costs across all industries and all companies. You don't know what costs are going to come down when.</p>\n<p>Gas is <a href=\"https://laohu8.com/S/AONE.U\">one</a> that's a major issue. I think that probably is the number one issue for a lot of increasing costs for companies because everything's delivered, whether it's delivered to a warehouse like <b>Amazon</b>, whether it's delivered to a retail store like <b>Macy's</b>, or whether it's delivered to your home. There's a lot of different things and the cost obviously of gas being I think it's around a national averaged around $3.20 I believe.</p>\n<p>That's a cost that you can't get around, and you can't really innovate around those gas prices. Obviously, electric vehicles could potentially be that fix, but those costs are going up as well. [laughs] There's some projections that I was reading about how the national average of gas prices could be around $5 a gallon by the end of the year.</p>\n<p>That could be really painful, not only on my wallet, but [laughs] not on a lot of Americans' wallets. Hopefully we can get that down. But to be honest with you, I'm expecting long-term inflation. I'm not expecting this to be a transitory thing.</p>\n<p><b>Rachel Warren:</b> I agree with you Connor and unfortunately, I don't really see this inflation just dying down overnight or going anywhere anytime soon. I think it's going to be much more of a gradual recovery and perhaps in some cases like what you were saying, we're going to see permanent pricing increases in some of these consumer good categories.</p>\n<p>I think it's something that businesses and consumers are going to have to contend with for a long time. I think people are adjusting to these changes hard as they are. I think it's also helpful to remember this isn't just a U.S. issue. This is a global problem for companies and consumers.</p>\n<p>I saw this interesting article on <i>CNBC</i> today and the Chief Financial Officer of a large Belgian Dutch grocer called <b>Ahold Delhaize</b> was talking about how the company is dealing with the supply chain bottlenecks that are also having this impact on inflation and everything else and she said, \"I think what we're definitely seeing is inflation is picking up. But what I would also say is that when you look at food at the smaller share of the wallet in some other categories.\"</p>\n<p>Another thing was, a lot of these companies are saying this is something we are going to be seeing for quite a long time. The CEO of <b>Siemens</b> <b>Energy</b> told <i>CNBC</i>, the industrial world is going to be dealing with the supply chain bottleneck issues for a long time, which is also driving these other inflation problems. I don't think it's something that's going anywhere, anytime soon.</p>\n<p>As a consumer, it's obviously not fun to see. I think it's something to be patient with and deal with as it comes. But jumping off of what Taylor was saying in terms of staying invested in the stock market, but maybe you do adjust the type of stocks that you buy during these times and sometimes especially during bumpy periods in the market, it can be a good time to look at your portfolio and see maybe it needs some rebalancing.</p>\n<p>Maybe the balance of stocks that are more prone to headwinds during these bumpy times could use some balancing with more stalwart stocks that aren't necessarily as prone to these inflationary pressures. I think even amid rising prices and high inflation, you think of companies like Amazon that reported impacted earnings due to related supply chain constraints. The market still managed to deliver record highs.</p>\n<p>Recently over the last few weeks we had that happen a couple of times. Try not to focus too much on one day in the stock market. When you look at the market performance over the long term, investors who they'd invested in the market has generated pretty great portfolio returns. I'm personally not changing the way I'm investing right now, but I may change some of the type of stocks I buy in the coming months for sure.</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>Is Inflation Going to Cool Down Anytime Soon?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Inflation Going to Cool Down Anytime Soon?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 11:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/11/is-inflation-going-to-cool-down-anytime-soon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors and the general public as a whole are worried about the surging rate of inflation, and these concerns continue to drive some of the volatility we're seeing in the broader market. In this ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/11/is-inflation-going-to-cool-down-anytime-soon/\">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.fool.com/investing/2021/12/11/is-inflation-going-to-cool-down-anytime-soon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190719916","content_text":"Investors and the general public as a whole are worried about the surging rate of inflation, and these concerns continue to drive some of the volatility we're seeing in the broader market. In this segment of Backstage Pass, recorded on Nov. 10, Fool contributors Connor Allen and Rachel Warren discuss inflation and investing in this challenging market environment.\nConnor Allen: But to go back to the original question about transitory inflation, I think most people have hopped off that bus by now. I think right when this started, a lot of people were on the transitory bus. They thought a lot of the bottlenecks and the supply chain issues that were being caused we're going to get solved and basically deflation will come and replace that and prices would go back to normal. I don't think a lot of people think that anymore.\nBecause when you think about a company that's selling a product, and they realize that the market will pay $5 for something that used to be $3 and are they ever going to bring it back to $3? I don't think so. I think that's hard to make companies do, especially when there's such a variety of costs across all industries and all companies. You don't know what costs are going to come down when.\nGas is one that's a major issue. I think that probably is the number one issue for a lot of increasing costs for companies because everything's delivered, whether it's delivered to a warehouse like Amazon, whether it's delivered to a retail store like Macy's, or whether it's delivered to your home. There's a lot of different things and the cost obviously of gas being I think it's around a national averaged around $3.20 I believe.\nThat's a cost that you can't get around, and you can't really innovate around those gas prices. Obviously, electric vehicles could potentially be that fix, but those costs are going up as well. [laughs] There's some projections that I was reading about how the national average of gas prices could be around $5 a gallon by the end of the year.\nThat could be really painful, not only on my wallet, but [laughs] not on a lot of Americans' wallets. Hopefully we can get that down. But to be honest with you, I'm expecting long-term inflation. I'm not expecting this to be a transitory thing.\nRachel Warren: I agree with you Connor and unfortunately, I don't really see this inflation just dying down overnight or going anywhere anytime soon. I think it's going to be much more of a gradual recovery and perhaps in some cases like what you were saying, we're going to see permanent pricing increases in some of these consumer good categories.\nI think it's something that businesses and consumers are going to have to contend with for a long time. I think people are adjusting to these changes hard as they are. I think it's also helpful to remember this isn't just a U.S. issue. This is a global problem for companies and consumers.\nI saw this interesting article on CNBC today and the Chief Financial Officer of a large Belgian Dutch grocer called Ahold Delhaize was talking about how the company is dealing with the supply chain bottlenecks that are also having this impact on inflation and everything else and she said, \"I think what we're definitely seeing is inflation is picking up. But what I would also say is that when you look at food at the smaller share of the wallet in some other categories.\"\nAnother thing was, a lot of these companies are saying this is something we are going to be seeing for quite a long time. The CEO of Siemens Energy told CNBC, the industrial world is going to be dealing with the supply chain bottleneck issues for a long time, which is also driving these other inflation problems. I don't think it's something that's going anywhere, anytime soon.\nAs a consumer, it's obviously not fun to see. I think it's something to be patient with and deal with as it comes. But jumping off of what Taylor was saying in terms of staying invested in the stock market, but maybe you do adjust the type of stocks that you buy during these times and sometimes especially during bumpy periods in the market, it can be a good time to look at your portfolio and see maybe it needs some rebalancing.\nMaybe the balance of stocks that are more prone to headwinds during these bumpy times could use some balancing with more stalwart stocks that aren't necessarily as prone to these inflationary pressures. I think even amid rising prices and high inflation, you think of companies like Amazon that reported impacted earnings due to related supply chain constraints. The market still managed to deliver record highs.\nRecently over the last few weeks we had that happen a couple of times. Try not to focus too much on one day in the stock market. When you look at the market performance over the long term, investors who they'd invested in the market has generated pretty great portfolio returns. I'm personally not changing the way I'm investing right now, but I may change some of the type of stocks I buy in the coming months for sure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881871589,"gmtCreate":1631326815441,"gmtModify":1631890998644,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"this chipmaker still has plenty of room to grow its business, especially in the data center space.","listText":"this chipmaker still has plenty of room to grow its business, especially in the data center space.","text":"this chipmaker still has plenty of room to grow its business, especially in the data center space.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/881871589","repostId":"2166939327","repostType":4,"repost":{"id":"2166939327","kind":"highlight","pubTimestamp":1631323097,"share":"https://www.laohu8.com/m/news/2166939327?lang=&edition=full","pubTime":"2021-09-11 09:18","market":"us","language":"en","title":"Why NVIDIA Will Dominate the Data Center by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2166939327","media":"Motley Fool","summary":"This chipmaker should benefit as data centers adopt new technologies over the next decade.","content":"<p>Over the last decade, <b>NVIDIA</b> (NASDAQ:NVDA) hardware has become synonymous with cutting-edge graphics and high performance computing. Not surprisingly, shareholders have done quite well for themselves. The stock is up a whopping 1,300%&nbsp;in the last five years alone, crushing the performance of the broader market.</p>\n<p>However, this chipmaker still has plenty of room to grow its business, especially in the data center space. Here's what investors should know.</p>\n<h2>The leader in accelerated computing</h2>\n<p>In 1999, NVIDIA invented the graphics processing unit (GPU), a chip capable of parallelizing computing-intensive code. In other words, GPUs can handle lots of data very quickly. While these chips were originally created to render ultra-realistic video game graphics, they have since become an important part of data centers.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F642315%2Fnvidia-endeavor-building-logo.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: NVIDIA.</span></p>\n<p>Specifically, NVIDIA GPUs have become the gold standard for accelerating workloads like analytics, artificial intelligence, and scientific computing. In fact, the company recently set records at the MLPerf benchmarks, a series of tests designed to measure the performance of AI compute platforms. And NVIDIA currently controls 90%&nbsp;of the market for supercomputer accelerators.</p>\n<p>Data center budgets were still heavily skewed toward central processing units (CPUs) in 2020, with these chips comprising 83% of total spend on processors. But Ark Invest believes that figure will drop to 40%&nbsp;over the next decade. In other words, by 2030, GPUs will not only be the dominant data center accelerator, they will also be the dominant processor.</p>\n<p>That's good news for NVIDIA. Management puts its addressable market in the data center business at $100 billion by 2024, but that figure should be even bigger by 2030. And given the company's strong competitive position, NVIDIA is well positioned to capture the lion's share of that sum.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F642315%2Fdata-center-1.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>A three-chip company</h2>\n<p>NVIDIA has also expanded beyond its trademark GPU. In 2020, it completed its $7 billion acquisition of Mellanox, a company that specializes in high-performance networking solutions. Since the merger, NVIDIA has introduced a new chip that incorporates Mellanox technology: the data processing unit (DPU).</p>\n<p>This chip offloads networking, storage, and security tasks from CPUs, boosting performance and efficiency. More broadly, the Mellanox acquisition makes NVIDIA's compute platform more robust, enabling the company to optimize&nbsp;workloads across computing, networking, and storage, which should drive market share gains in the data center.</p>\n<p>More recently, NVIDIA announced a third chip: the Grace CPU. This processor is slated to launch in 2023, and features energy-efficient ARM cores that pack ten times the performance of today's fastest servers. The Grace CPU will join the GPU and DPU to complete NVIDIA's compute platform, and there's reason to believe it will be a success.</p>\n<p>For the last two decades, CPUs built on x86 architecture -- think <b>Intel</b> and <b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b> -- have dominated the data center, and the pair captured 92%&nbsp;market share in 2020. But Ark Invest believes that will change over the next 10 years, because ARM CPUs are becoming faster&nbsp;and cheaper. To that end, Ark estimates that ARM and RISC-V will hold 71% market share&nbsp;by 2030, while x86 chips will drop to 27%.</p>\n<p>Again, this is good news for NVIDIA. If this trend does indeed play out, investors should expect the Grace CPU -- which is built on ARM cores -- to be a key growth driver.</p>\n<h2>The bottom line</h2>\n<p>NVIDIA is now a three-chip company, meaning its product portfolio now addresses a greater portion of data center infrastructure. And in the years ahead, NVIDIA should see strong demand as GPUs become the most prevalent data center processor, and ARM chips become the most prevalent data center CPU.</p>\n<p>That's why I think NVIDIA will dominate the data center by 2030.</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>Why NVIDIA Will Dominate the Data Center by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy NVIDIA Will Dominate the Data Center by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/10/why-nvidia-will-dominate-the-data-center-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the last decade, NVIDIA (NASDAQ:NVDA) hardware has become synonymous with cutting-edge graphics and high performance computing. Not surprisingly, shareholders have done quite well for themselves....</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/10/why-nvidia-will-dominate-the-data-center-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/09/10/why-nvidia-will-dominate-the-data-center-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166939327","content_text":"Over the last decade, NVIDIA (NASDAQ:NVDA) hardware has become synonymous with cutting-edge graphics and high performance computing. Not surprisingly, shareholders have done quite well for themselves. The stock is up a whopping 1,300% in the last five years alone, crushing the performance of the broader market.\nHowever, this chipmaker still has plenty of room to grow its business, especially in the data center space. Here's what investors should know.\nThe leader in accelerated computing\nIn 1999, NVIDIA invented the graphics processing unit (GPU), a chip capable of parallelizing computing-intensive code. In other words, GPUs can handle lots of data very quickly. While these chips were originally created to render ultra-realistic video game graphics, they have since become an important part of data centers.\nImage source: NVIDIA.\nSpecifically, NVIDIA GPUs have become the gold standard for accelerating workloads like analytics, artificial intelligence, and scientific computing. In fact, the company recently set records at the MLPerf benchmarks, a series of tests designed to measure the performance of AI compute platforms. And NVIDIA currently controls 90% of the market for supercomputer accelerators.\nData center budgets were still heavily skewed toward central processing units (CPUs) in 2020, with these chips comprising 83% of total spend on processors. But Ark Invest believes that figure will drop to 40% over the next decade. In other words, by 2030, GPUs will not only be the dominant data center accelerator, they will also be the dominant processor.\nThat's good news for NVIDIA. Management puts its addressable market in the data center business at $100 billion by 2024, but that figure should be even bigger by 2030. And given the company's strong competitive position, NVIDIA is well positioned to capture the lion's share of that sum.\nImage source: Getty Images.\nA three-chip company\nNVIDIA has also expanded beyond its trademark GPU. In 2020, it completed its $7 billion acquisition of Mellanox, a company that specializes in high-performance networking solutions. Since the merger, NVIDIA has introduced a new chip that incorporates Mellanox technology: the data processing unit (DPU).\nThis chip offloads networking, storage, and security tasks from CPUs, boosting performance and efficiency. More broadly, the Mellanox acquisition makes NVIDIA's compute platform more robust, enabling the company to optimize workloads across computing, networking, and storage, which should drive market share gains in the data center.\nMore recently, NVIDIA announced a third chip: the Grace CPU. This processor is slated to launch in 2023, and features energy-efficient ARM cores that pack ten times the performance of today's fastest servers. The Grace CPU will join the GPU and DPU to complete NVIDIA's compute platform, and there's reason to believe it will be a success.\nFor the last two decades, CPUs built on x86 architecture -- think Intel and AMD -- have dominated the data center, and the pair captured 92% market share in 2020. But Ark Invest believes that will change over the next 10 years, because ARM CPUs are becoming faster and cheaper. To that end, Ark estimates that ARM and RISC-V will hold 71% market share by 2030, while x86 chips will drop to 27%.\nAgain, this is good news for NVIDIA. If this trend does indeed play out, investors should expect the Grace CPU -- which is built on ARM cores -- to be a key growth driver.\nThe bottom line\nNVIDIA is now a three-chip company, meaning its product portfolio now addresses a greater portion of data center infrastructure. And in the years ahead, NVIDIA should see strong demand as GPUs become the most prevalent data center processor, and ARM chips become the most prevalent data center CPU.\nThat's why I think NVIDIA will dominate the data center by 2030.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802033877,"gmtCreate":1627698120399,"gmtModify":1631890998649,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Big tech stocks keep getting bigger. Their market caps, not so much.","listText":"Big tech stocks keep getting bigger. Their market caps, not so much.","text":"Big tech stocks keep getting bigger. Their market caps, not so much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/802033877","repostId":"1121501806","repostType":4,"repost":{"id":"1121501806","kind":"news","pubTimestamp":1627687085,"share":"https://www.laohu8.com/m/news/1121501806?lang=&edition=full","pubTime":"2021-07-31 07:18","market":"us","language":"en","title":"Big Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121501806","media":"Barron's","summary":"Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s fiv","content":"<p>Big tech stocks keep getting bigger. Their market caps, not so much.</p>\n<p>This past week, the world’s five largest tech companies—<a href=\"https://laohu8.com/S/AAPL\">Apple</a>(ticker: AAPL),<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT),<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>(AMZN),<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>(GOOGL), andFacebook(FB)—all reported quarterly results. Their collective performance was astonishing. As a group, their revenue increased 36%, to $332 billion. These companies spent the pandemic making gobs of money.</p>\n<p>Butinvestors were unimpressed. While <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> inched 1.3% higher for the week, the others were all down. Amazongot the worst reception; its stock fell 7.6% on Friday. With all five hovering near all-time highs, investors are taking profits, worried that growth rates are going to slow from here. Beneath the surface, the concerns are well founded. Here are the key takeaways from Big Tech’s huge earnings:</p>\n<p><b>The pandemic boom is over.</b>That’s not to say the pandemic itself is over—the Delta variant is wreaking havoc—but Americans have already made changes in their behavior, and those adjustments are having a major impact on the tech giants.</p>\n<p>It starts with e-commerce. Amazon Chief Financial Officer Brian Olsavsky said on the company’s earnings call that starting in mid-May, growth in e-commerce sales dropped into the midteens from the 30%-to-40% range. People are getting vaccines and leaving the house to buy things that just a few months ago they would have bought online. They’re also shifting some disposable income from online shopping to travel, restaurants, and even events. Olsavsky sees continued tough comparisons for Amazon—and midteens growth rates—for the next few quarters.</p>\n<p>Applebeat expectations in all of its segments, but growth is slowing there, too. Mac sales were up 16% in the June quarter, down from 70% growth three months earlier. iPad sales were up 12%, versus 79% in the March period. This is all still better than before the pandemic, but it suggests that the furious shopping spree for home offices and virtual schooling is coming to an end.Logitech(LOGI), which makes PC peripherals like mice and webcams, had 66% revenue growth in the June quarter, but it sees flat revenue for its fiscal year ending in March 2022.</p>\n<p><b>Component shortages continue.</b>The market’s biggest issue with <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s quarter was its warning that the chip supply shortage has worsened since the end of June—and that the issue will affect the availability of iPads and, even worse, iPhones. In September, Apple is expected torelease the iPhone 13—and there’s a risk that Apple might not be able to meet demand.<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) this past week warned that the chip shortage could drag into 2022. This could take a while to fix.</p>\n<p>Meanwhile, Apple CEO Tim Cook said on the company’s earnings call that shipping costs are higher, too. I saw evidence of that from my seat at a San Francisco Giants game this past week. Looking past McCovey Cove toward San Francisco <a href=\"https://laohu8.com/S/BYBK\">Bay</a>, there were at least a dozen container ships lined up to get into the Port of Oakland, which saw an 11% increase in cargo volume in the first half. The port is backed up in part due to a shortage of dockworkers. Freight rates are at record levels, and the holiday merchandising season is fast approaching, adding to demand for freight capacity.</p>\n<p><b>Online advertising is blazing hot.</b>On a brighter note for investors, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>’sad business grew 68% in the latest quarter, including an 84% jump in advertising at YouTube. <a href=\"https://laohu8.com/S/FB\">Facebook</a>’sad business grew 56%, driven by a 47% year-over-year increase in ad pricing. Amazon’s “other” revenue category, mostly ads, was up 87%, to $7.9 billion, nearly $1 billion better than Wall Street estimates. Apple doesn’t break out advertising, but ad strength contributed to the 33% growth in the company’s services business. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> saw a53% jump in search ads(remember Bing?) and a 97% jump in advertising at <a href=\"https://laohu8.com/S/LNKD\">LinkedIn</a>. It all stems from the reopening of the economy. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> told analysts that the biggest driver of ad growth was retail, with strong contributions from travel, financial services, and media and entertainment. People are shopping, eating out, and going on vacation, and that’s driving ads.</p>\n<p><b>Cloud adoption is accelerating.</b>The digital transformation trend that everyone in enterprise computing talks about is the real deal. For Amazon, the slowdown in e-commerce growth overshadowed a fantastic quarter for its Amazon Web Services cloud unit, which grew 37%—accelerating from 32% in the March quarter— to $14.8 billion. That was $500 million better than estimates. Microsoft Azure revenue was up 51%, beating the Wall Street consensus by nine percentage points. Alphabet posted 54% growth in its Google Cloud business, accelerating from 46% growth in the March quarter. Google Cloud is rapidly approaching a $20 billion annual revenue run rate. Give it a cloud-like sales multiple of 20 times and the business is worth $400 billion, constituting more than 20% of Alphabet’s current market value.</p>\n<p><b>The wild card.</b>Regulators and legislators scrutinizing Big Tech are surely looking at the latest results and finding a new sense of purpose. The big are getting bigger. And the regulatory risks are getting riskier.</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>Big Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.</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\">\nBig Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s five largest tech companies—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Alphabet(GOOGL), ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","MSFT":"微软","AAPL":"苹果","GOOG":"谷歌","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121501806","content_text":"Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s five largest tech companies—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Alphabet(GOOGL), andFacebook(FB)—all reported quarterly results. Their collective performance was astonishing. As a group, their revenue increased 36%, to $332 billion. These companies spent the pandemic making gobs of money.\nButinvestors were unimpressed. While Alphabet inched 1.3% higher for the week, the others were all down. Amazongot the worst reception; its stock fell 7.6% on Friday. With all five hovering near all-time highs, investors are taking profits, worried that growth rates are going to slow from here. Beneath the surface, the concerns are well founded. Here are the key takeaways from Big Tech’s huge earnings:\nThe pandemic boom is over.That’s not to say the pandemic itself is over—the Delta variant is wreaking havoc—but Americans have already made changes in their behavior, and those adjustments are having a major impact on the tech giants.\nIt starts with e-commerce. Amazon Chief Financial Officer Brian Olsavsky said on the company’s earnings call that starting in mid-May, growth in e-commerce sales dropped into the midteens from the 30%-to-40% range. People are getting vaccines and leaving the house to buy things that just a few months ago they would have bought online. They’re also shifting some disposable income from online shopping to travel, restaurants, and even events. Olsavsky sees continued tough comparisons for Amazon—and midteens growth rates—for the next few quarters.\nApplebeat expectations in all of its segments, but growth is slowing there, too. Mac sales were up 16% in the June quarter, down from 70% growth three months earlier. iPad sales were up 12%, versus 79% in the March period. This is all still better than before the pandemic, but it suggests that the furious shopping spree for home offices and virtual schooling is coming to an end.Logitech(LOGI), which makes PC peripherals like mice and webcams, had 66% revenue growth in the June quarter, but it sees flat revenue for its fiscal year ending in March 2022.\nComponent shortages continue.The market’s biggest issue with Apple’s quarter was its warning that the chip supply shortage has worsened since the end of June—and that the issue will affect the availability of iPads and, even worse, iPhones. In September, Apple is expected torelease the iPhone 13—and there’s a risk that Apple might not be able to meet demand.Qualcomm(QCOM) this past week warned that the chip shortage could drag into 2022. This could take a while to fix.\nMeanwhile, Apple CEO Tim Cook said on the company’s earnings call that shipping costs are higher, too. I saw evidence of that from my seat at a San Francisco Giants game this past week. Looking past McCovey Cove toward San Francisco Bay, there were at least a dozen container ships lined up to get into the Port of Oakland, which saw an 11% increase in cargo volume in the first half. The port is backed up in part due to a shortage of dockworkers. Freight rates are at record levels, and the holiday merchandising season is fast approaching, adding to demand for freight capacity.\nOnline advertising is blazing hot.On a brighter note for investors, Alphabet’sad business grew 68% in the latest quarter, including an 84% jump in advertising at YouTube. Facebook’sad business grew 56%, driven by a 47% year-over-year increase in ad pricing. Amazon’s “other” revenue category, mostly ads, was up 87%, to $7.9 billion, nearly $1 billion better than Wall Street estimates. Apple doesn’t break out advertising, but ad strength contributed to the 33% growth in the company’s services business. Microsoft saw a53% jump in search ads(remember Bing?) and a 97% jump in advertising at LinkedIn. It all stems from the reopening of the economy. Alphabet told analysts that the biggest driver of ad growth was retail, with strong contributions from travel, financial services, and media and entertainment. People are shopping, eating out, and going on vacation, and that’s driving ads.\nCloud adoption is accelerating.The digital transformation trend that everyone in enterprise computing talks about is the real deal. For Amazon, the slowdown in e-commerce growth overshadowed a fantastic quarter for its Amazon Web Services cloud unit, which grew 37%—accelerating from 32% in the March quarter— to $14.8 billion. That was $500 million better than estimates. Microsoft Azure revenue was up 51%, beating the Wall Street consensus by nine percentage points. Alphabet posted 54% growth in its Google Cloud business, accelerating from 46% growth in the March quarter. Google Cloud is rapidly approaching a $20 billion annual revenue run rate. Give it a cloud-like sales multiple of 20 times and the business is worth $400 billion, constituting more than 20% of Alphabet’s current market value.\nThe wild card.Regulators and legislators scrutinizing Big Tech are surely looking at the latest results and finding a new sense of purpose. The big are getting bigger. And the regulatory risks are getting riskier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698879648,"gmtCreate":1640353453953,"gmtModify":1640353562375,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698879648","repostId":"1156159690","repostType":4,"repost":{"id":"1156159690","kind":"news","pubTimestamp":1640335867,"share":"https://www.laohu8.com/m/news/1156159690?lang=&edition=full","pubTime":"2021-12-24 16:51","market":"us","language":"en","title":"What are MKM Partners 'Black Swan' Internet predictions for 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156159690","media":"seekingalpha","summary":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Bla","content":"<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.</p>\n<p>So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.</p>\n<p>The \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.</p>\n<p>Kulkarni said Facebook's(NASDAQ:FB)<a href=\"https://laohu8.com/S/CASH\">Meta</a> could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.</p>\n<p>\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.</p>\n<ul>\n <li>Kulkarni's other Black Swan predictions are:</li>\n <li>SPAC IPOs will outperform traditional IPOs and direct stock listings.</li>\n <li><a href=\"https://laohu8.com/S/UBER\">Uber</a>(NYSE:UBER)launches its own robotaxi service in several U.S. cities.</li>\n <li><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.</li>\n <li>DoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.</li>\n <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.</li>\n <li>Google's(NASDAQ:GOOG)YouTube get in position to go public.</li>\n <li>Snap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.</li>\n <li>As a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and&nbsp;falling demand for Peloton (PTON) products next year.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What are MKM Partners 'Black Swan' Internet predictions for 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat are MKM Partners 'Black Swan' Internet predictions for 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as...</p>\n\n<a href=\"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc.","SNAP":"Snap Inc","GOOG":"谷歌","TWTR":"Twitter","PTON":"Peloton Interactive, Inc.","AAPL":"苹果","DASH":"DoorDash, Inc."},"source_url":"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1156159690","content_text":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.\nThe \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.\nKulkarni said Facebook's(NASDAQ:FB)Meta could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.\n\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.\n\nKulkarni's other Black Swan predictions are:\nSPAC IPOs will outperform traditional IPOs and direct stock listings.\nUber(NYSE:UBER)launches its own robotaxi service in several U.S. cities.\nTwitter(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.\nDoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.\nApple(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.\nGoogle's(NASDAQ:GOOG)YouTube get in position to go public.\nSnap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.\nAs a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and falling demand for Peloton (PTON) products next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607458304,"gmtCreate":1639580622182,"gmtModify":1639580623004,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607458304","repostId":"1149717556","repostType":4,"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879597800,"gmtCreate":1636733882374,"gmtModify":1636733882665,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"[保佑]&nbsp;[保佑]&nbsp;[保佑]&nbsp;","listText":"[保佑]&nbsp;[保佑]&nbsp;[保佑]&nbsp;","text":"[保佑] [保佑] [保佑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879597800","repostId":"1139324750","repostType":4,"repost":{"id":"1139324750","kind":"news","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":1636729318,"share":"https://www.laohu8.com/m/news/1139324750?lang=&edition=full","pubTime":"2021-11-12 23:01","market":"us","language":"en","title":"Nvidia shares fell nearly 2% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1139324750","media":"Tiger Newspress","summary":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t","content":"<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p>\n<p>The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p>\n<p>He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p>\n<p>However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p>\n<p>Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p>\n<p>Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p>\n<p>New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p>\n<p>He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia shares fell nearly 2% 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\">\nNvidia shares fell nearly 2% 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\">2021-11-12 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p>\n<p>The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p>\n<p>He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p>\n<p>However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p>\n<p>Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p>\n<p>Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p>\n<p>New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p>\n<p>He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139324750","content_text":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp to Neutral from Outperform with a price target of $300, up from $220.\nThe analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.\nHe would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.\nHowever, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.\nNvidia's continued work in building out its AI software will further solidify its AI leadership.\nClient GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.\nNew opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.\nHe sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840478254,"gmtCreate":1635681391202,"gmtModify":1635681391510,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Investors may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on.","listText":"Investors may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on.","text":"Investors may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/840478254","repostId":"2179226336","repostType":4,"repost":{"id":"2179226336","kind":"highlight","pubTimestamp":1635644521,"share":"https://www.laohu8.com/m/news/2179226336?lang=&edition=full","pubTime":"2021-10-31 09:42","market":"hk","language":"en","title":"Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2179226336","media":"Market watch","summary":"Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Go","content":"<p>Supply-chain and staffing issues will bring down the growth rates a bit for <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and Amazon, but Google and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> are still headed for huge holiday seasons to wrap up the year</p>\n<p>Big Tech is still on track forits biggest year of sales ever by a wide distance, but holiday issues at Apple Inc. and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> Inc. could mean a profit decline.</p>\n<p>The fourth quarter is definitely going to be lighter than Wall Street had previously expected,because of constraints that both AppleAAPL,-1.82%and AmazonAMZN,-2.15%talked about Thursday in the global supply chain, which are affecting their ability to meet the strong consumer demand for their products.</p>\n<p>While revenue for both the full year and fourth quarter of 2021 is expected to see strong double-digit growth again, net income is going to take a huge hit for both the year and the quarter, depending on how much money Amazon ends up spending.</p>\n<p><b>Full earnings coverage:Apple sales missedandAmazon’s earnings were nearly cut in half</b></p>\n<p>But two other members of the five-headed Big Tech monster are poised to outperform previous expectations. <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.GOOG,+1.47%GOOGL,+1.51%is now expected to see the biggest growth in sales — Wall Street is forecasting total revenue for <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> to grow about 26% to around $71.8 billion, before deducting traffic acquisition costs (TAC), in the December quarter. Google’s ad business was mostly undeterred by the changes in Apple’s privacy settings for the iPhone that afflicted other internet companies.</p>\n<p>“With many investors looking outside of U.S. internet given the plethora of potential headwinds (IDFA, supply chain) and negative media headlines, Google kept the course and did what they needed to do,” said Bernstein Research analyst Mark Shmulik in a note to clients. “The 3Q print isn’t the massive blowout many of you have perhaps grown accustomed to these past few quarters, but it also wasn’t a miss.”</p>\n<p><b>More from Therese:Apple’s ad-megeddon is affecting Snap, <a href=\"https://laohu8.com/S/FB\">Facebook</a> and Google differently</b></p>\n<p>This compares to projected revenue growth rates for the fourth quarter in the teens for Amazon (10%), Facebook Inc.FB,+2.10%(19%) and Microsoft Corp.MSFT,+2.24%(17.5%). All of these growth rates, with the exception of Amazon, are still better than the S&amp;P 500SPX,+0.19%projected revenue growth of 11.65% for the fourth quarter. Combined, the calendar fourth quarter revenue for these five companies is forecast at $412.2 billion, up 16.2% from $354.5 billion a year ago.</p>\n<p>Net income, though, will be down to single-digit growth, thanks to Amazon’s hefty spending on product fulfillment, including big employee hires. The combined net income of the Big Five for the fourth quarter is projected at $79.9 billion, a bump up of only 2.7% from $77.8 billion in the year ago quarter. The S&amp;P 500 will see better far earnings growth of 21.15%</p>\n<p>And if there is a miss overall, we could see a decline on the year. Net income is expected to only be up very slightly right now, just over 1% to $228.3 billion from $224.8 billion for calendar 2020.That’s also much lower than the projections at mid-year,of net income coming in right around $300 billion, and could even come in flat to down, based on Amazon’s potential-downside forecast and any other surprise issues that come up for others in the Big 5.</p>\n<p>For the full year 2021, including recent changes to estimates after Thursday’s shortfalls, combined revenue for Alphabet, Amazon, Apple, Facebook and Microsoft is now expected to reach approximately $1.398 trillion, based on Factset estimates. That will still put 2021 on track to be Big Tech’s biggest year ever, with growth of 26.9% from $1.102 trillion in calendar 2020.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on. Tech is a varied sector, though, and the color in last week’s earnings calls suggested companies are still spending andshould sustain enterprise tech names through the choppy fourth-quarter waters.</p>","source":"market_watch","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>Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits</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\">\nOpinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-31 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/><strong>Market watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Google and Microsoft are still headed for huge holiday seasons to wrap up the year\nBig Tech is still ...</p>\n\n<a href=\"https://www.marketwatch.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2179226336","content_text":"Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Google and Microsoft are still headed for huge holiday seasons to wrap up the year\nBig Tech is still on track forits biggest year of sales ever by a wide distance, but holiday issues at Apple Inc. and Amazon.com Inc. could mean a profit decline.\nThe fourth quarter is definitely going to be lighter than Wall Street had previously expected,because of constraints that both AppleAAPL,-1.82%and AmazonAMZN,-2.15%talked about Thursday in the global supply chain, which are affecting their ability to meet the strong consumer demand for their products.\nWhile revenue for both the full year and fourth quarter of 2021 is expected to see strong double-digit growth again, net income is going to take a huge hit for both the year and the quarter, depending on how much money Amazon ends up spending.\nFull earnings coverage:Apple sales missedandAmazon’s earnings were nearly cut in half\nBut two other members of the five-headed Big Tech monster are poised to outperform previous expectations. Alphabet Inc.GOOG,+1.47%GOOGL,+1.51%is now expected to see the biggest growth in sales — Wall Street is forecasting total revenue for Alphabet to grow about 26% to around $71.8 billion, before deducting traffic acquisition costs (TAC), in the December quarter. Google’s ad business was mostly undeterred by the changes in Apple’s privacy settings for the iPhone that afflicted other internet companies.\n“With many investors looking outside of U.S. internet given the plethora of potential headwinds (IDFA, supply chain) and negative media headlines, Google kept the course and did what they needed to do,” said Bernstein Research analyst Mark Shmulik in a note to clients. “The 3Q print isn’t the massive blowout many of you have perhaps grown accustomed to these past few quarters, but it also wasn’t a miss.”\nMore from Therese:Apple’s ad-megeddon is affecting Snap, Facebook and Google differently\nThis compares to projected revenue growth rates for the fourth quarter in the teens for Amazon (10%), Facebook Inc.FB,+2.10%(19%) and Microsoft Corp.MSFT,+2.24%(17.5%). All of these growth rates, with the exception of Amazon, are still better than the S&P 500SPX,+0.19%projected revenue growth of 11.65% for the fourth quarter. Combined, the calendar fourth quarter revenue for these five companies is forecast at $412.2 billion, up 16.2% from $354.5 billion a year ago.\nNet income, though, will be down to single-digit growth, thanks to Amazon’s hefty spending on product fulfillment, including big employee hires. The combined net income of the Big Five for the fourth quarter is projected at $79.9 billion, a bump up of only 2.7% from $77.8 billion in the year ago quarter. The S&P 500 will see better far earnings growth of 21.15%\nAnd if there is a miss overall, we could see a decline on the year. Net income is expected to only be up very slightly right now, just over 1% to $228.3 billion from $224.8 billion for calendar 2020.That’s also much lower than the projections at mid-year,of net income coming in right around $300 billion, and could even come in flat to down, based on Amazon’s potential-downside forecast and any other surprise issues that come up for others in the Big 5.\nFor the full year 2021, including recent changes to estimates after Thursday’s shortfalls, combined revenue for Alphabet, Amazon, Apple, Facebook and Microsoft is now expected to reach approximately $1.398 trillion, based on Factset estimates. That will still put 2021 on track to be Big Tech’s biggest year ever, with growth of 26.9% from $1.102 trillion in calendar 2020.\nInvestors may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on. Tech is a varied sector, though, and the color in last week’s earnings calls suggested companies are still spending andshould sustain enterprise tech names through the choppy fourth-quarter waters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828384574,"gmtCreate":1633845407555,"gmtModify":1633845407767,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"use corrections as opportunities to add to your positions. Invest, don't trade.","listText":"use corrections as opportunities to add to your positions. Invest, don't trade.","text":"use corrections as opportunities to add to your positions. Invest, don't trade.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/828384574","repostId":"1194780749","repostType":4,"repost":{"id":"1194780749","kind":"news","pubTimestamp":1633828304,"share":"https://www.laohu8.com/m/news/1194780749?lang=&edition=full","pubTime":"2021-10-10 09:11","market":"us","language":"en","title":"2022 Could Be A Great Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1194780749","media":"seekingalpha","summary":"Economies are reaccelerating as the number of Delta cases and death have peaked.We could have a great year in 2022 if our government could get its act together.We have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.Even though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that ha","content":"<p>Summary</p>\n<ul>\n <li>Economies are reaccelerating as the number of Delta cases and death have peaked.</li>\n <li>We could have a great year in 2022 if our government could get its act together.</li>\n <li>We have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.</li>\n</ul>\n<p>Even though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that hamper production and profitability. All of this will pass.</p>\n<p>What is the problem? Our government is dysfunctional, and we need leadership, especially now, to handle the myriad of domestic and foreign issues facing all of us. We will muddle through and finally get a much-needed traditional infrastructure bill and possibly a scaled-down $2 trillion social spending bill along with lower-than-expected punitive tax increases, this year but 2022 could be a great year, not just a very good year, if only we worked together.</p>\n<p>We have not altered our view that S&amp;P earnings could exceed $220/share in 2022 and $235/share in 2023 as operating margins hit nearly 14% in 2023, up from 11.5% in 2019. Why? Corporations have learned to do more with less during the pandemic; shortages and supply line issues will ease, and substantial increases in technology spending will go a long way, offsetting higher labor costs while improving operations/efficiencies on all levels. Powell will be right that higher inflationary pressures will be transitory, but it may take longer to normalize. We will continue to have accommodative fiscal and monetary policies in 2022. Not a bad market scenario, so use corrections as opportunities to add to your positions. So, as I've said before, invest, don't trade.</p>\n<p>Economies are reaccelerating as the number of Delta cases and death have peaked. Domestic cases have declined 23% and deaths 13% over the 14 days and 17% and 14%, respectively, globally. More than 6.43 billion doses have been administered globally across 184 countries at a daily rate of 28.7 million doses per day. In the U.S., 398 million doses have been given so far at an elevated rate of 931,983 doses per day.</p>\n<p>We still see over 75% of the global population vaccinated within six months and herd immunity sooner. Pfizer(NYSE:PFE)filed Thursday with the FDA its vaccine for children ages 5-11, bringing shots for all school-age children closer, which will boost the economy as parents can return to work. We expect that both Pfizer and Merck's(NYSE:MRK)filings with the FDA will be approved well before year-end. All good news!</p>\n<p>The Fed is itching to start tapering, ending its extraordinary monetary support, which is no longer needed as the economy is on firm footing, and it appears that the Delta variant is subsiding. Unfortunately, Powell and the Fed have been called out for oversight over board members' trading. Two governors have already resigned, and we expect one more may leave shortly. Tapering will probably begin before year-end if the next employment report improves from September and be finished by the third quarter of 2022.</p>\n<p>Again, tapering is NOT tightening, and we do not expect the Fed to start hiking the funds' rate until early 2023. The \"real\" funds' rate will be negative for some time which is NOT tightening at all. By the way, we disagree with Elizabeth Warren's criticism of Chairman Powell and hope that he is renominated next year. The bottom line is that the Fed will remain your friend for at least another 18 months. Don't fight the Fed!</p>\n<p>We are so frustrated by what is happening in D.C. It is all about politics, no surprise, and not about doing what is best for this country. Why do we always have to go to the brink before action is taken? That is precisely what happened this week when the Republicans caved and offered a two-month short-term debt limit extension letting the Dems off the hook from going the route of reconciliation. It passed Thursday night. Daily negotiations continue for the massive social infrastructure program. It will be much smaller than initially proposed, closer to $2 trillion rather than $3.5 trillion. We expect the individual and corporate tax increases to be much more reasonable than initially proposed, which is a clear positive for the economy and financial markets.</p>\n<p>The domestic economy is recovering from the Delta variant, which penalized growth during the summer months. The areas hit most over the summer; travel, dining, and leisure are coming back strongly, as evidenced by the recovery in the high-frequency data.</p>\n<p>Other recent data points include: initial jobless claims fell more than expected to 326,000; the index of consumer sentiment rose in September to 72.9, current economic conditions increased to 80.1, and consumer expectations rose to 68.1; the September Manufacturing PMI increased to 61.1, new orders to 66.7, employment up to 50.1, supplier deliveries to 73.4 and prices index increased to 81.2; the services index grew for the 15th month hitting 60.1, new orders at 63.2, employment at 53.7 and supplier deliveries at 69.6; new orders for manufactured goods increased 1.2% while shipments rose 0.1% and unfilled orders increased 1.0%; and the trade deficit widened to $73.3 billion as imports increased more rapidly than exports due to the strength of the domestic economy.</p>\n<p>Growth and profitability would be even more robust if not for shortages and supply line issues. But that will turn around in 2022 and be a big plus. The September employment data was disappointing with only 194,000 jobs created. The private sector did better adding 317,000 jobs while the public sector lost 123,000 jobs. Interestingly the unemployment rate fell to 4.8% which is the Fed's year-end target as the participation rate declined to 61.6. Hourly earnings rose 0.6% and are up 4.3% in the year through August. The Fed will most likely wait to see the next employment report before beginning tapering.</p>\n<p>The Eurozone economy has finally exceeded pre-covid levels, with most of the 20 indices that we monitor accelerating in recent weeks as cases/deaths have declined meaningfully. Shortages and supply line issues have hampered production while increasing inflationary pressures and won't ease until mid-2022. Energy costs are a real problem and may penalize growth next year. Unfortunately, OPEC opted against a big output boost lifting production by only 400,000 barrels/day, which will not be enough to limit further price increases, especially if we have a cold winter. And natural gas prices have gone through the roof, which will crimp consumer spending and hurt corporate operating margins.</p>\n<p>The global economy is improving as the number of covid cases, and deaths have peaked. Growth would even be more robust if not for shortages and supply line issues, but that will reverse as we move through 2022.</p>\n<p>Investment Conclusions</p>\n<p>Thursday, there was a massive sigh of relief when Congress agreed to extend the debt limit two months, ending the stalemate. We expect the Dems to coalesce around a roughly $2 trillion social infrastructure bill that will permit passage of the much-needed $1 trillion traditional infrastructure bill. What is a government? Fiscal policy will remain stimulative for years to come.</p>\n<p>Then we have a monetary policy. We expect the Fed to remain accommodative for a few more years. We do expect tapering to begin before year-end if the November employment report improves from the last one, but we do&nbsp;<b>not</b>&nbsp;see a rate hike until 2023, and even then, the \"real\" funds' rate will be negative, which is not restrictive at all.</p>\n<p>Shortages and supply line issues have played havoc on production and profitability for many industries/companies around the world in 2021, but this will reverse as we move through 2022, creating opportunities for investors willing to look over the valley.</p>\n<p>The bottom line is that we could have a great year in 2022 if our government could get its act together. The key remains keeping the coronavirus out of the picture, so we must vaccinate all the unvaccinated.</p>\n<p>While we have not seen many changes in our portfolio over the last few months, we have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom. We recently added some financials and energy companies as we expect the yield curve to steepen more than previously anticipated. Higher energy prices are immediately ahead as demand outstrips supply. Next year, the big story will be the significant increase in dividends and buybacks well above the historical trend.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2022 Could Be A Great Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2022 Could Be A Great Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-10 09:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4459137-2022-could-be-a-great-year><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nEconomies are reaccelerating as the number of Delta cases and death have peaked.\nWe could have a great year in 2022 if our government could get its act together.\nWe have concentrated on the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4459137-2022-could-be-a-great-year\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4459137-2022-could-be-a-great-year","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1194780749","content_text":"Summary\n\nEconomies are reaccelerating as the number of Delta cases and death have peaked.\nWe could have a great year in 2022 if our government could get its act together.\nWe have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.\n\nEven though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that hamper production and profitability. All of this will pass.\nWhat is the problem? Our government is dysfunctional, and we need leadership, especially now, to handle the myriad of domestic and foreign issues facing all of us. We will muddle through and finally get a much-needed traditional infrastructure bill and possibly a scaled-down $2 trillion social spending bill along with lower-than-expected punitive tax increases, this year but 2022 could be a great year, not just a very good year, if only we worked together.\nWe have not altered our view that S&P earnings could exceed $220/share in 2022 and $235/share in 2023 as operating margins hit nearly 14% in 2023, up from 11.5% in 2019. Why? Corporations have learned to do more with less during the pandemic; shortages and supply line issues will ease, and substantial increases in technology spending will go a long way, offsetting higher labor costs while improving operations/efficiencies on all levels. Powell will be right that higher inflationary pressures will be transitory, but it may take longer to normalize. We will continue to have accommodative fiscal and monetary policies in 2022. Not a bad market scenario, so use corrections as opportunities to add to your positions. So, as I've said before, invest, don't trade.\nEconomies are reaccelerating as the number of Delta cases and death have peaked. Domestic cases have declined 23% and deaths 13% over the 14 days and 17% and 14%, respectively, globally. More than 6.43 billion doses have been administered globally across 184 countries at a daily rate of 28.7 million doses per day. In the U.S., 398 million doses have been given so far at an elevated rate of 931,983 doses per day.\nWe still see over 75% of the global population vaccinated within six months and herd immunity sooner. Pfizer(NYSE:PFE)filed Thursday with the FDA its vaccine for children ages 5-11, bringing shots for all school-age children closer, which will boost the economy as parents can return to work. We expect that both Pfizer and Merck's(NYSE:MRK)filings with the FDA will be approved well before year-end. All good news!\nThe Fed is itching to start tapering, ending its extraordinary monetary support, which is no longer needed as the economy is on firm footing, and it appears that the Delta variant is subsiding. Unfortunately, Powell and the Fed have been called out for oversight over board members' trading. Two governors have already resigned, and we expect one more may leave shortly. Tapering will probably begin before year-end if the next employment report improves from September and be finished by the third quarter of 2022.\nAgain, tapering is NOT tightening, and we do not expect the Fed to start hiking the funds' rate until early 2023. The \"real\" funds' rate will be negative for some time which is NOT tightening at all. By the way, we disagree with Elizabeth Warren's criticism of Chairman Powell and hope that he is renominated next year. The bottom line is that the Fed will remain your friend for at least another 18 months. Don't fight the Fed!\nWe are so frustrated by what is happening in D.C. It is all about politics, no surprise, and not about doing what is best for this country. Why do we always have to go to the brink before action is taken? That is precisely what happened this week when the Republicans caved and offered a two-month short-term debt limit extension letting the Dems off the hook from going the route of reconciliation. It passed Thursday night. Daily negotiations continue for the massive social infrastructure program. It will be much smaller than initially proposed, closer to $2 trillion rather than $3.5 trillion. We expect the individual and corporate tax increases to be much more reasonable than initially proposed, which is a clear positive for the economy and financial markets.\nThe domestic economy is recovering from the Delta variant, which penalized growth during the summer months. The areas hit most over the summer; travel, dining, and leisure are coming back strongly, as evidenced by the recovery in the high-frequency data.\nOther recent data points include: initial jobless claims fell more than expected to 326,000; the index of consumer sentiment rose in September to 72.9, current economic conditions increased to 80.1, and consumer expectations rose to 68.1; the September Manufacturing PMI increased to 61.1, new orders to 66.7, employment up to 50.1, supplier deliveries to 73.4 and prices index increased to 81.2; the services index grew for the 15th month hitting 60.1, new orders at 63.2, employment at 53.7 and supplier deliveries at 69.6; new orders for manufactured goods increased 1.2% while shipments rose 0.1% and unfilled orders increased 1.0%; and the trade deficit widened to $73.3 billion as imports increased more rapidly than exports due to the strength of the domestic economy.\nGrowth and profitability would be even more robust if not for shortages and supply line issues. But that will turn around in 2022 and be a big plus. The September employment data was disappointing with only 194,000 jobs created. The private sector did better adding 317,000 jobs while the public sector lost 123,000 jobs. Interestingly the unemployment rate fell to 4.8% which is the Fed's year-end target as the participation rate declined to 61.6. Hourly earnings rose 0.6% and are up 4.3% in the year through August. The Fed will most likely wait to see the next employment report before beginning tapering.\nThe Eurozone economy has finally exceeded pre-covid levels, with most of the 20 indices that we monitor accelerating in recent weeks as cases/deaths have declined meaningfully. Shortages and supply line issues have hampered production while increasing inflationary pressures and won't ease until mid-2022. Energy costs are a real problem and may penalize growth next year. Unfortunately, OPEC opted against a big output boost lifting production by only 400,000 barrels/day, which will not be enough to limit further price increases, especially if we have a cold winter. And natural gas prices have gone through the roof, which will crimp consumer spending and hurt corporate operating margins.\nThe global economy is improving as the number of covid cases, and deaths have peaked. Growth would even be more robust if not for shortages and supply line issues, but that will reverse as we move through 2022.\nInvestment Conclusions\nThursday, there was a massive sigh of relief when Congress agreed to extend the debt limit two months, ending the stalemate. We expect the Dems to coalesce around a roughly $2 trillion social infrastructure bill that will permit passage of the much-needed $1 trillion traditional infrastructure bill. What is a government? Fiscal policy will remain stimulative for years to come.\nThen we have a monetary policy. We expect the Fed to remain accommodative for a few more years. We do expect tapering to begin before year-end if the November employment report improves from the last one, but we do not see a rate hike until 2023, and even then, the \"real\" funds' rate will be negative, which is not restrictive at all.\nShortages and supply line issues have played havoc on production and profitability for many industries/companies around the world in 2021, but this will reverse as we move through 2022, creating opportunities for investors willing to look over the valley.\nThe bottom line is that we could have a great year in 2022 if our government could get its act together. The key remains keeping the coronavirus out of the picture, so we must vaccinate all the unvaccinated.\nWhile we have not seen many changes in our portfolio over the last few months, we have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom. We recently added some financials and energy companies as we expect the yield curve to steepen more than previously anticipated. Higher energy prices are immediately ahead as demand outstrips supply. Next year, the big story will be the significant increase in dividends and buybacks well above the historical trend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888075876,"gmtCreate":1631418006895,"gmtModify":1631890998653,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Need to study and analysis the company before invest","listText":"Need to study and analysis the company before invest","text":"Need to study and analysis the company before invest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888075876","repostId":"1145075862","repostType":4,"repost":{"id":"1145075862","kind":"news","pubTimestamp":1631411128,"share":"https://www.laohu8.com/m/news/1145075862?lang=&edition=full","pubTime":"2021-09-12 09:45","market":"us","language":"en","title":"Pinterest Stock: 2 Reasons To Be Excited and 3 Reasons To Worry","url":"https://stock-news.laohu8.com/highlight/detail?id=1145075862","media":"InvestorPlace","summary":"Pinterest is more than a pure social media stock, but it currently has too many fundamental issues","content":"<p>Compared to other social media stocks,<b>Pinterest</b>&nbsp;(NYSE:<b><u>PINS</u></b>) stock is a bit of an oddball. I personally don’t have much use for the platform, but I can see the appeal … somewhat. After all, we could all use a daily dose of inspiration for shopping, relaxing, business and marketing purposes. Still, I’m not the only one who doesn’t quite “get it.”</p>\n<p>But if you’re someone who is interested in investing in PINS stock, here’s a deeper look at what you need to know about the company — and stock — moving forward.</p>\n<p><b>PINS Stock: A Very Strong Balance Sheet</b></p>\n<p>A close look at the balance sheet for Pinterest shows that it has strong financial strength. In fact, according to<i>GuruFocus</i>the current cash-to-debt, debt-to-equity ratios are 17.62 and 0.05, respectively.</p>\n<p>A strong balance sheet is a positive factor when considering whether a stock is investment-worthy. However, it is not the only thing to consider. When looking at the balance sheet, the phrase “cash is king” should ring in your ears. After all, plenty of cash is necessary to run a successful business. Thankfully for PINS, the company has performed well in this regard.</p>\n<p>In 2019, it reported cash and short-term investments of $1.72 billion. That was an increase of 173.34% compared to 2018. In 2020, Pinterest experienced another moderate increase of 2.61% with a figure of $1.76 billion reported.</p>\n<p>In general, the cash and cash equivalents growth for the period 2017-2020 is too high.</p>\n<p><b>Revenue Growth: Consistent and Strong</b></p>\n<p>Revenue is the start of everything in business, bringing cash and using cash, to make a profit. Pinterest excels in its revenue growth for 2017-2020. According to<i>MarketWatch</i>, in 2017, it reported revenue of $472.85 million. Then in 2018, 2019 and 2020, its revenue grew 59.87%, 51.17% and 48.12%, respectively. Pinterest reported 2020 revenue of $1.69 billion. This is a strong revenue trend that I admire.</p>\n<p>But, while a strong balance sheet and strong revenue growth are the two factors to like about Pinterest, it isn’t without its blemishes. Here are the three main things that make PINS stock less appealing.</p>\n<p><b>Lackluster User Growth</b></p>\n<p>Pinterest benefited greatly from the coronavirus pandemic in 2020. The stock reached a 52-week high of $89.90 on strong momentum that started in late 2020. But the stock has since tumbled about 40% to its current price near $55.</p>\n<p>The main issue? Repeated&nbsp;misses on its user growth targets. The news on lower-than-expected monthly users led to a downgrade by JPMorgan&nbsp;on Pinterest stock.</p>\n<p>If lackluster or, worse,<i>declining</i>&nbsp;user growth continues in the next quarters this could put a significant dent in the long-term case for PINS stock. After all, it would lead to a decline in advertising revenue for Pinterest. Not so good.</p>\n<p>Pinterest’s management must find a solution to this decline in users as more people start to enter the “new normal.” Otherwise, its success in 2020 will be short lived.</p>\n<p><b>Profitability: Not Present Yet</b></p>\n<p>Another risk factor to consider with Pinterest is that despite its strong revenue growth, the company is still losing money. We can see this trend in its net losses of $130.04 million, $62.97 million, $1.36 billion and $128.32 million for 2017, 2018, 2019 and 2020, respectively.</p>\n<p>This ultimately points to an inefficient business model, as the company is struggling to deliver profits.</p>\n<p><b>Valuation: Too Pricey</b></p>\n<p>The final issue with PINS stock that I’d like to bring to your attention is it’s overprice valuation. If we use<i>MSN Money</i>to<i>c</i>ompare key financial metrics, such as price-to-sales ratio, price-to-book value and price-to-cash flow ratio, to same ratios of the Software &amp; IT Services space more broadly, we find that Pinterest is relatively overvalued.</p>\n<p>Specifically, PINS stock has a price-to-sales ratio of 21.23x, a price-to-book value ratio of 15.57x and a price-to-cash flow ratio of 3,145x. Meanwhile, the industry’s equivalent ratios are as follows: 7.35x, 7.76x and 29.68x, respectively.</p>\n<p>Ultimately, PINS stock has some severe fundamental issues to solve before it’s truly buy-worthy in my book. Until revenue generates profit and its valuation is attractive, I suggest avoiding the stock.</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>Pinterest Stock: 2 Reasons To Be Excited and 3 Reasons To Worry</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\">\nPinterest Stock: 2 Reasons To Be Excited and 3 Reasons To Worry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/09/pinterest-stock-2-reasons-to-be-excited-and-3-reasons-to-worry/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Compared to other social media stocks,Pinterest (NYSE:PINS) stock is a bit of an oddball. I personally don’t have much use for the platform, but I can see the appeal … somewhat. After all, we could ...</p>\n\n<a href=\"https://investorplace.com/2021/09/pinterest-stock-2-reasons-to-be-excited-and-3-reasons-to-worry/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc."},"source_url":"https://investorplace.com/2021/09/pinterest-stock-2-reasons-to-be-excited-and-3-reasons-to-worry/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145075862","content_text":"Compared to other social media stocks,Pinterest (NYSE:PINS) stock is a bit of an oddball. I personally don’t have much use for the platform, but I can see the appeal … somewhat. After all, we could all use a daily dose of inspiration for shopping, relaxing, business and marketing purposes. Still, I’m not the only one who doesn’t quite “get it.”\nBut if you’re someone who is interested in investing in PINS stock, here’s a deeper look at what you need to know about the company — and stock — moving forward.\nPINS Stock: A Very Strong Balance Sheet\nA close look at the balance sheet for Pinterest shows that it has strong financial strength. In fact, according toGuruFocusthe current cash-to-debt, debt-to-equity ratios are 17.62 and 0.05, respectively.\nA strong balance sheet is a positive factor when considering whether a stock is investment-worthy. However, it is not the only thing to consider. When looking at the balance sheet, the phrase “cash is king” should ring in your ears. After all, plenty of cash is necessary to run a successful business. Thankfully for PINS, the company has performed well in this regard.\nIn 2019, it reported cash and short-term investments of $1.72 billion. That was an increase of 173.34% compared to 2018. In 2020, Pinterest experienced another moderate increase of 2.61% with a figure of $1.76 billion reported.\nIn general, the cash and cash equivalents growth for the period 2017-2020 is too high.\nRevenue Growth: Consistent and Strong\nRevenue is the start of everything in business, bringing cash and using cash, to make a profit. Pinterest excels in its revenue growth for 2017-2020. According toMarketWatch, in 2017, it reported revenue of $472.85 million. Then in 2018, 2019 and 2020, its revenue grew 59.87%, 51.17% and 48.12%, respectively. Pinterest reported 2020 revenue of $1.69 billion. This is a strong revenue trend that I admire.\nBut, while a strong balance sheet and strong revenue growth are the two factors to like about Pinterest, it isn’t without its blemishes. Here are the three main things that make PINS stock less appealing.\nLackluster User Growth\nPinterest benefited greatly from the coronavirus pandemic in 2020. The stock reached a 52-week high of $89.90 on strong momentum that started in late 2020. But the stock has since tumbled about 40% to its current price near $55.\nThe main issue? Repeated misses on its user growth targets. The news on lower-than-expected monthly users led to a downgrade by JPMorgan on Pinterest stock.\nIf lackluster or, worse,declining user growth continues in the next quarters this could put a significant dent in the long-term case for PINS stock. After all, it would lead to a decline in advertising revenue for Pinterest. Not so good.\nPinterest’s management must find a solution to this decline in users as more people start to enter the “new normal.” Otherwise, its success in 2020 will be short lived.\nProfitability: Not Present Yet\nAnother risk factor to consider with Pinterest is that despite its strong revenue growth, the company is still losing money. We can see this trend in its net losses of $130.04 million, $62.97 million, $1.36 billion and $128.32 million for 2017, 2018, 2019 and 2020, respectively.\nThis ultimately points to an inefficient business model, as the company is struggling to deliver profits.\nValuation: Too Pricey\nThe final issue with PINS stock that I’d like to bring to your attention is it’s overprice valuation. If we useMSN Moneytocompare key financial metrics, such as price-to-sales ratio, price-to-book value and price-to-cash flow ratio, to same ratios of the Software & IT Services space more broadly, we find that Pinterest is relatively overvalued.\nSpecifically, PINS stock has a price-to-sales ratio of 21.23x, a price-to-book value ratio of 15.57x and a price-to-cash flow ratio of 3,145x. Meanwhile, the industry’s equivalent ratios are as follows: 7.35x, 7.76x and 29.68x, respectively.\nUltimately, PINS stock has some severe fundamental issues to solve before it’s truly buy-worthy in my book. Until revenue generates profit and its valuation is attractive, I suggest avoiding the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608632077,"gmtCreate":1638706754897,"gmtModify":1638706755267,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Time to buy???","listText":"Time to buy???","text":"Time to buy???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608632077","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848307848,"gmtCreate":1635960223514,"gmtModify":1635960224544,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"The company’s wool runner sneakers, which it calls the most comfortable shoe in the world, are made with sustainably sourced merino wool.","listText":"The company’s wool runner sneakers, which it calls the most comfortable shoe in the world, are made with sustainably sourced merino wool.","text":"The company’s wool runner sneakers, which it calls the most comfortable shoe in the world, are made with sustainably sourced merino wool.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/848307848","repostId":"1145835908","repostType":4,"repost":{"id":"1145835908","kind":"news","pubTimestamp":1635960317,"share":"https://www.laohu8.com/m/news/1145835908?lang=&edition=full","pubTime":"2021-11-04 01:25","market":"us","language":"en","title":"Eco-friendly sneaker maker Allbirds spikes 110% on its first day of trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1145835908","media":"Barrons","summary":"Eco-friendly sneaker maker Allbirds spikes 110% on its first day of trading.\n\nAllbirds, the sustaina","content":"<p>Eco-friendly sneaker maker Allbirds spikes 110% on its first day of trading.</p>\n<p><img src=\"https://static.tigerbbs.com/e8cf1dc39281c0616417e6baa42058c2\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>Allbirds, the sustainable shoe company, raised nearly $303 million after increasing the size of its IPO that also priced above its expected price range.</p>\n<p>Allbirds said late Tuesday that it sold about 20.2 million shares at $15 each, up from the 19.2 million shares at $12 to $14 each it had planned to offer. At $15 a share, the startup’s valuation is roughly $2.15 billion. It will trade Wednesday on the Nasdaq under the ticker BIRD.</p>\n<p>Seventeen investment banks are working on the Allbirds IPO. Morgan Stanley, JP Morgan, and BofA Securities are lead underwriters on the deal, a prospectus said.</p>\n<p>Allbirds is one of several highly anticipated IPOs that have or will launch in the fourth quarter.GlobalFoundries&nbsp;(ticker: GFS), a chipmaker, went public last week. GlobalFoundries shares dropped 1.3% from its $47 IPO price during its debut, giving the company a $24.8 billion market capitalization. Rivian, the all-electric truck maker that’s backed by&nbsp;Amazon.com,will trade on Nov. 10. Rivian is seeking a $60 billion valuation. Nubank, the Brazilian digital lender backed by&nbsp;Berkshire Hathaway,has also filed to go public and is targeting a $50.6 billion valuation.</p>\n<p>Founded in 2015, Allbirds uses renewable, natural materials to make its footwear. The company’s wool runner sneakers, which it calls the most comfortable shoe in the world, are made with sustainably sourced merino wool. The company’s SweetFoam sole technology, which is found in all of its shoes, uses carbon-negative green ethylene-vinyl acetate. The wool runners sneakers sell for $98 on the Allbirds website while the wool dweller slippers cost $65.</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>Eco-friendly sneaker maker Allbirds spikes 110% 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\">\nEco-friendly sneaker maker Allbirds spikes 110% on its first day of trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 01:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/allbirds-ipo-stock-ticker-bird-valuation-51635904794?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Eco-friendly sneaker maker Allbirds spikes 110% on its first day of trading.\n\nAllbirds, the sustainable shoe company, raised nearly $303 million after increasing the size of its IPO that also priced ...</p>\n\n<a href=\"https://www.barrons.com/articles/allbirds-ipo-stock-ticker-bird-valuation-51635904794?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIRD":"Allbirds, Inc."},"source_url":"https://www.barrons.com/articles/allbirds-ipo-stock-ticker-bird-valuation-51635904794?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145835908","content_text":"Eco-friendly sneaker maker Allbirds spikes 110% on its first day of trading.\n\nAllbirds, the sustainable shoe company, raised nearly $303 million after increasing the size of its IPO that also priced above its expected price range.\nAllbirds said late Tuesday that it sold about 20.2 million shares at $15 each, up from the 19.2 million shares at $12 to $14 each it had planned to offer. At $15 a share, the startup’s valuation is roughly $2.15 billion. It will trade Wednesday on the Nasdaq under the ticker BIRD.\nSeventeen investment banks are working on the Allbirds IPO. Morgan Stanley, JP Morgan, and BofA Securities are lead underwriters on the deal, a prospectus said.\nAllbirds is one of several highly anticipated IPOs that have or will launch in the fourth quarter.GlobalFoundries (ticker: GFS), a chipmaker, went public last week. GlobalFoundries shares dropped 1.3% from its $47 IPO price during its debut, giving the company a $24.8 billion market capitalization. Rivian, the all-electric truck maker that’s backed by Amazon.com,will trade on Nov. 10. Rivian is seeking a $60 billion valuation. Nubank, the Brazilian digital lender backed by Berkshire Hathaway,has also filed to go public and is targeting a $50.6 billion valuation.\nFounded in 2015, Allbirds uses renewable, natural materials to make its footwear. The company’s wool runner sneakers, which it calls the most comfortable shoe in the world, are made with sustainably sourced merino wool. The company’s SweetFoam sole technology, which is found in all of its shoes, uses carbon-negative green ethylene-vinyl acetate. The wool runners sneakers sell for $98 on the Allbirds website while the wool dweller slippers cost $65.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857386213,"gmtCreate":1635508663873,"gmtModify":1635508664864,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Revenue from Botox, used as an anti-wrinkle injection and for other cosmetic purposes, also beat estimates.","listText":"Revenue from Botox, used as an anti-wrinkle injection and for other cosmetic purposes, also beat estimates.","text":"Revenue from Botox, used as an anti-wrinkle injection and for other cosmetic purposes, also beat estimates.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/857386213","repostId":"1140565656","repostType":4,"repost":{"id":"1140565656","kind":"news","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":1635508153,"share":"https://www.laohu8.com/m/news/1140565656?lang=&edition=full","pubTime":"2021-10-29 19:49","market":"us","language":"en","title":"AbbVie got a shot in the arm from newer drug sales and lifted profit view","url":"https://stock-news.laohu8.com/highlight/detail?id=1140565656","media":"Tiger Newspress","summary":"U.S. drugmaker AbbVie Inc(ABBV.N)on Friday raised its 2021 adjusted profit forecast for the third ti","content":"<p>U.S. drugmaker AbbVie Inc(ABBV.N)on Friday raised its 2021 adjusted profit forecast for the third time this year after a stellar performance by its newer drugs helped it beat Wall Street estimates for quarterly revenue.</p>\n<p>The company has been focusing on gaining expanded approvals and driving growth for Skyrizi and Rinvoq, launched in 2019, as it prepares for competition for its blockbuster rheumatoid arthritis drug, Humira.</p>\n<p>Humira is the world's highest selling medicine, accounting for nearly 40% of AbbVie's total sales. The company's newer drugs, Skyrizi and Rinvoq, are approved to treat the same conditions as Humira.</p>\n<p>Humira sales, which rose 5.6% to $5.43 billion in the third quarter, are expected to be squeezed when generic rivals enter the U.S. market in 2023.</p>\n<p>Rinvoq sales could take a near-term hit, analysts have said, after the U.S. drug regulator asked the company and others to present information about the risks of death and serious conditions from the use of their drugs that belong to a class of treatments known as JAK inhibitors.</p>\n<p>Meanwhile, Rinvoq sales more than doubled to $453 million in the quarter ended Sept. 30, beating the average analyst estimate of $436.8 million, according to Refinitiv IBES estimates.</p>\n<p>Sales of Skyrizi jumped 83.3% to $796 million, also above estimates of $765 million.</p>\n<p>Revenue from Botox, used as an anti-wrinkle injection and for other cosmetic purposes, also beat estimates.</p>\n<p>Total sales for AbbVie rose 11.2% to $14.34 billion, narrowly beating estimates of $14.32 billion.</p>\n<p>AbbVie now expects full-year adjusted profit of $12.63 to $12.67 per share, compared with prior expectation of $12.52 to $12.62.</p>\n<p>Its&nbsp;shares&nbsp;jumped&nbsp;over&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/440c6dd8a91b64d48b36982f3b62340e\" tg-width=\"766\" tg-height=\"565\" 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>AbbVie got a shot in the arm from newer drug sales and lifted profit view</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\">\nAbbVie got a shot in the arm from newer drug sales and lifted profit view\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-29 19:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. drugmaker AbbVie Inc(ABBV.N)on Friday raised its 2021 adjusted profit forecast for the third time this year after a stellar performance by its newer drugs helped it beat Wall Street estimates for quarterly revenue.</p>\n<p>The company has been focusing on gaining expanded approvals and driving growth for Skyrizi and Rinvoq, launched in 2019, as it prepares for competition for its blockbuster rheumatoid arthritis drug, Humira.</p>\n<p>Humira is the world's highest selling medicine, accounting for nearly 40% of AbbVie's total sales. The company's newer drugs, Skyrizi and Rinvoq, are approved to treat the same conditions as Humira.</p>\n<p>Humira sales, which rose 5.6% to $5.43 billion in the third quarter, are expected to be squeezed when generic rivals enter the U.S. market in 2023.</p>\n<p>Rinvoq sales could take a near-term hit, analysts have said, after the U.S. drug regulator asked the company and others to present information about the risks of death and serious conditions from the use of their drugs that belong to a class of treatments known as JAK inhibitors.</p>\n<p>Meanwhile, Rinvoq sales more than doubled to $453 million in the quarter ended Sept. 30, beating the average analyst estimate of $436.8 million, according to Refinitiv IBES estimates.</p>\n<p>Sales of Skyrizi jumped 83.3% to $796 million, also above estimates of $765 million.</p>\n<p>Revenue from Botox, used as an anti-wrinkle injection and for other cosmetic purposes, also beat estimates.</p>\n<p>Total sales for AbbVie rose 11.2% to $14.34 billion, narrowly beating estimates of $14.32 billion.</p>\n<p>AbbVie now expects full-year adjusted profit of $12.63 to $12.67 per share, compared with prior expectation of $12.52 to $12.62.</p>\n<p>Its&nbsp;shares&nbsp;jumped&nbsp;over&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/440c6dd8a91b64d48b36982f3b62340e\" tg-width=\"766\" tg-height=\"565\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABBV":"艾伯维公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140565656","content_text":"U.S. drugmaker AbbVie Inc(ABBV.N)on Friday raised its 2021 adjusted profit forecast for the third time this year after a stellar performance by its newer drugs helped it beat Wall Street estimates for quarterly revenue.\nThe company has been focusing on gaining expanded approvals and driving growth for Skyrizi and Rinvoq, launched in 2019, as it prepares for competition for its blockbuster rheumatoid arthritis drug, Humira.\nHumira is the world's highest selling medicine, accounting for nearly 40% of AbbVie's total sales. The company's newer drugs, Skyrizi and Rinvoq, are approved to treat the same conditions as Humira.\nHumira sales, which rose 5.6% to $5.43 billion in the third quarter, are expected to be squeezed when generic rivals enter the U.S. market in 2023.\nRinvoq sales could take a near-term hit, analysts have said, after the U.S. drug regulator asked the company and others to present information about the risks of death and serious conditions from the use of their drugs that belong to a class of treatments known as JAK inhibitors.\nMeanwhile, Rinvoq sales more than doubled to $453 million in the quarter ended Sept. 30, beating the average analyst estimate of $436.8 million, according to Refinitiv IBES estimates.\nSales of Skyrizi jumped 83.3% to $796 million, also above estimates of $765 million.\nRevenue from Botox, used as an anti-wrinkle injection and for other cosmetic purposes, also beat estimates.\nTotal sales for AbbVie rose 11.2% to $14.34 billion, narrowly beating estimates of $14.32 billion.\nAbbVie now expects full-year adjusted profit of $12.63 to $12.67 per share, compared with prior expectation of $12.52 to $12.62.\nIts shares jumped over 1% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868905708,"gmtCreate":1632565137004,"gmtModify":1632656913285,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Zoom is naturally looking for its next leg of growth.&nbsp;","listText":"Zoom is naturally looking for its next leg of growth.&nbsp;","text":"Zoom is naturally looking for its next leg of growth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868905708","repostId":"1117076176","repostType":4,"repost":{"id":"1117076176","kind":"news","pubTimestamp":1632530515,"share":"https://www.laohu8.com/m/news/1117076176?lang=&edition=full","pubTime":"2021-09-25 08:41","market":"us","language":"en","title":"Cathie Wood Knows Something About Zoom That You Don’t","url":"https://stock-news.laohu8.com/highlight/detail?id=1117076176","media":"investorplace","summary":"ZM stock is down about 20% YTD, but there are reasons to still favor this video-conferencing pick\nEd","content":"<p>ZM stock is down about 20% YTD, but there are reasons to still favor this video-conferencing pick</p>\n<p><i>Editor’s Note: This article is part ofJoanna’s Top Trades</i>—<i>a weekly feature dedicated toward making you money within a specific space. Joanna’s pick for this week is</i><b><i>Zoom</i></b><i>(NASDAQ:</i><i><b><u>ZM</u></b></i><i>) as the top stock to trade this week.</i></p>\n<p>We all know video-calling software maker<b>Zoom</b>&nbsp;(NASDAQ:<b><u>ZM</u></b>). The pandemic high-flier capitalized on a stay-at-home workforce, growing itsusage from 10 million daily meeting participants one year ago to over 200 million.ZM stock enjoyed a meteoric 400% rise in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/320cf0858628ccaaed68980cabbaefec\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: Michael Vi / Shutterstock.com</p>\n<p>However, Zoom knows firsthand — like a lot of last year’s tech gainers — that 2021 has been much less forgiving. As the world returns to normalcy, the company’s growth has naturally slowed. Investors have cooled on the story. ZM stock is down about 20% year-to-date (YTD). Plus, adding salt to the wound, the company ishaving trouble closing its recentlyproposed acquisitionof<b>Five9</b>(NASDAQ:<b><u>FIVN</u></b>).</p>\n<p>I love a stock with some good controversy. Zoom fits that bill. The shares are volatile, reflecting investor uncertainty around whether it has enough gas in the tank for a second growth wave.But add a celebrity investor to the mix and things get<i>even more intriguing</i>. Enter Cathie Wood, who’s been scooping up Zoom shares on the dip.</p>\n<p>Is it over for ZM stock? Or is it just the beginning? Here’s a place to start.</p>\n<p><b>ZM Stock: What a Difference a Year Makes</b></p>\n<p>We all know how well Zoom did last year. But investors have very short memories. So, when it comes to analyzing ZM stock, let’s focus our conversation on the present (and future potential).</p>\n<p>Business is still good at Zoom, but it’s slowing relative to last year. Fiscal second-quarter earnings were a mixed bag. The good news is the company beat expectations. The bad news? Year-over-year (YOY) comparisons are down. For example, revenueincreased 54%YOY — an impressive number — butdown from 191%in Q1. Now for Q3, growth is expected to taper further to 31%. No doubt, these are still impressive growth numbers. But they’re not a raise inguidance for the second half of the fiscal year.</p>\n<p>Wall Street doesn’t like slowing growth. That’s why negative comparisons almost always translate into declines in stock prices.</p>\n<p>There’s another thing Wall Street doesn’t like: competition. Zoom enjoyed wild success last year. But going forward, the company isn’t the only video-conference software maker in town. There are plenty of other options:<b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) has Skype and Teams,<b>Cisco</b>(NASDAQ:<b><u>CSCO</u></b>) offers Webex,<b>Adobe</b>(NASDAQ:<b><u>ADBE</u></b>) has Connect and<b>LogMeIn</b>has GoToMeeting, among others. This list of giant competitors also includes<b>Facebook</b>(NASDAQ:<b><u>FB</u></b>), which recently introduced a feature called Messenger Rooms.</p>\n<p>For these much larger tech companies, online meetings are just one of many software offerings. This leaves ZM stock vulnerable if one of these companies finds a competitive advantage.</p>\n<p><b>Looking for Growth</b></p>\n<p>With growth slowing and the company facing an increasingly crowded enterprise communications market,Zoom is naturally looking for its next leg of growth. In July, the company announced its&nbsp;intent to acquirecloud contact-center software providerFive9for $14.7 billion in stock. The deal terms were that Zoom would pay $200.28 for each share of Five9.</p>\n<p>However, the market has since soured on the deal, for two reasons. First: valuation. Sure, the deal terms sounded good to shareholders when it was initially announced (ZM stock was trading for over $350 at the time). But on the heels of a mixed quarter, the stock started sliding — and quickly. Investors then had more reason to question the lofty proposed purchase price.</p>\n<p>Last week, things came to a head. With Zoom shares down almost 20% from the deal announcement, proxy-analysis firm Institutional Shareholder Services (ISS) sounded the alarm bells. The firmadvised Five9 shareholders toreject the deal. ISS said that Five9 investors would be exposed to a more-volatile stock with a less-than-rosy outlook as economies reopen following the pandemic.</p>\n<p>Secondly, though, there’s the Justice Department and the Federal Communications Commission (FCC). Both agencies are looking into whether Zoom’s ties to China could make the deal a national-security risk. Still, Zoomsaid it expects to receive regulatory approvals by the first half of 2022. That could leave it on track to close the deal as originally planned.</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>Cathie Wood Knows Something About Zoom That You Don’t</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Knows Something About Zoom That You Don’t\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-25 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/09/cathie-wood-knows-something-about-zm-stock-that-you-dont/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZM stock is down about 20% YTD, but there are reasons to still favor this video-conferencing pick\nEditor’s Note: This article is part ofJoanna’s Top Trades—a weekly feature dedicated toward making you...</p>\n\n<a href=\"https://investorplace.com/2021/09/cathie-wood-knows-something-about-zm-stock-that-you-dont/\">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://investorplace.com/2021/09/cathie-wood-knows-something-about-zm-stock-that-you-dont/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117076176","content_text":"ZM stock is down about 20% YTD, but there are reasons to still favor this video-conferencing pick\nEditor’s Note: This article is part ofJoanna’s Top Trades—a weekly feature dedicated toward making you money within a specific space. Joanna’s pick for this week isZoom(NASDAQ:ZM) as the top stock to trade this week.\nWe all know video-calling software makerZoom (NASDAQ:ZM). The pandemic high-flier capitalized on a stay-at-home workforce, growing itsusage from 10 million daily meeting participants one year ago to over 200 million.ZM stock enjoyed a meteoric 400% rise in 2020.\nSource: Michael Vi / Shutterstock.com\nHowever, Zoom knows firsthand — like a lot of last year’s tech gainers — that 2021 has been much less forgiving. As the world returns to normalcy, the company’s growth has naturally slowed. Investors have cooled on the story. ZM stock is down about 20% year-to-date (YTD). Plus, adding salt to the wound, the company ishaving trouble closing its recentlyproposed acquisitionofFive9(NASDAQ:FIVN).\nI love a stock with some good controversy. Zoom fits that bill. The shares are volatile, reflecting investor uncertainty around whether it has enough gas in the tank for a second growth wave.But add a celebrity investor to the mix and things geteven more intriguing. Enter Cathie Wood, who’s been scooping up Zoom shares on the dip.\nIs it over for ZM stock? Or is it just the beginning? Here’s a place to start.\nZM Stock: What a Difference a Year Makes\nWe all know how well Zoom did last year. But investors have very short memories. So, when it comes to analyzing ZM stock, let’s focus our conversation on the present (and future potential).\nBusiness is still good at Zoom, but it’s slowing relative to last year. Fiscal second-quarter earnings were a mixed bag. The good news is the company beat expectations. The bad news? Year-over-year (YOY) comparisons are down. For example, revenueincreased 54%YOY — an impressive number — butdown from 191%in Q1. Now for Q3, growth is expected to taper further to 31%. No doubt, these are still impressive growth numbers. But they’re not a raise inguidance for the second half of the fiscal year.\nWall Street doesn’t like slowing growth. That’s why negative comparisons almost always translate into declines in stock prices.\nThere’s another thing Wall Street doesn’t like: competition. Zoom enjoyed wild success last year. But going forward, the company isn’t the only video-conference software maker in town. There are plenty of other options:Microsoft(NASDAQ:MSFT) has Skype and Teams,Cisco(NASDAQ:CSCO) offers Webex,Adobe(NASDAQ:ADBE) has Connect andLogMeInhas GoToMeeting, among others. This list of giant competitors also includesFacebook(NASDAQ:FB), which recently introduced a feature called Messenger Rooms.\nFor these much larger tech companies, online meetings are just one of many software offerings. This leaves ZM stock vulnerable if one of these companies finds a competitive advantage.\nLooking for Growth\nWith growth slowing and the company facing an increasingly crowded enterprise communications market,Zoom is naturally looking for its next leg of growth. In July, the company announced its intent to acquirecloud contact-center software providerFive9for $14.7 billion in stock. The deal terms were that Zoom would pay $200.28 for each share of Five9.\nHowever, the market has since soured on the deal, for two reasons. First: valuation. Sure, the deal terms sounded good to shareholders when it was initially announced (ZM stock was trading for over $350 at the time). But on the heels of a mixed quarter, the stock started sliding — and quickly. Investors then had more reason to question the lofty proposed purchase price.\nLast week, things came to a head. With Zoom shares down almost 20% from the deal announcement, proxy-analysis firm Institutional Shareholder Services (ISS) sounded the alarm bells. The firmadvised Five9 shareholders toreject the deal. ISS said that Five9 investors would be exposed to a more-volatile stock with a less-than-rosy outlook as economies reopen following the pandemic.\nSecondly, though, there’s the Justice Department and the Federal Communications Commission (FCC). Both agencies are looking into whether Zoom’s ties to China could make the deal a national-security risk. Still, Zoomsaid it expects to receive regulatory approvals by the first half of 2022. That could leave it on track to close the deal as originally planned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881871022,"gmtCreate":1631326784066,"gmtModify":1631883826614,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"one of the risks in investing in Globalstar is its dependence on the fortunes of the oil and gas industry.","listText":"one of the risks in investing in Globalstar is its dependence on the fortunes of the oil and gas industry.","text":"one of the risks in investing in Globalstar is its dependence on the fortunes of the oil and gas industry.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881871022","repostId":"1127461097","repostType":4,"repost":{"id":"1127461097","kind":"news","pubTimestamp":1631324868,"share":"https://www.laohu8.com/m/news/1127461097?lang=&edition=full","pubTime":"2021-09-11 09:47","market":"us","language":"en","title":"One Small Step From Apple Could Mean A Giant Leap For GlobalStar","url":"https://stock-news.laohu8.com/highlight/detail?id=1127461097","media":"Seeking Alpha","summary":"Summary\n\nAt first sight, Globalstar is just one more satellite communications play.\nLooking deeper, ","content":"<p><b>Summary</b></p>\n<ul>\n <li>At first sight, Globalstar is just one more satellite communications play.</li>\n <li>Looking deeper, its Band n53, which offers secure and reliable connectivity in any environment, is now included into Qualcomm's latest 5G modems for smartphones.</li>\n <li>Being selected by Apple could mean a lot for Globalstar in its strategy to boost and diversify revenues, as well as change the current loss-making status.</li>\n <li>Even without Apple, the company merits interest, but only as a long-term beneficiary of IoT amid fierce competition and ability to reduce debt.</li>\n <li>Valuations are sky-high in light of all the news hitting the market and, it is better to wait for some concrete news at Apple's event next week before investing.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed6c50a6d200b5d8c35f4d14498600c9\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>metamorworks/iStock via Getty Images</span></p>\n<p>Globalstar's (GSAT) shares soared 40% on August 30 after a report by&nbsp;MacRumors&nbsp;which cited expert Apple (NASDAQ:AAPL) analyst&nbsp;Ming-Chi Kuo&nbsp;of TF International Securities, about iPhone 13 using satellite connectivity so that users can make calls and texts in areas without cellular coverage.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bd859c3544ffd37de25d5bc8dfe3166\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Soon afterwards, there were some further clarification by Bloomberg specifying that those features aren't due soon, but rather for future iPhones and should&nbsp;allow users to issue crash reports or text messages in areas without cellular coverage.</p>\n<p>Now, for Apple to even consider adding any satellite-based feature to its global brand would mean a lot for Globalstar, but first, for investors, I make sense of it all.</p>\n<p><b>Reasons for Apple to choose Globalstar</b></p>\n<p>For most of us, our experience with satellite-based internet has meant poor or sometimes erratic connectivity, but these were mostly with the geostationary satellites located far above the earth's surface. Instead, the opportunities offered by Globalstar's Low Earth Orbit (\"LEO\") satellites are much better, especially in areas that don't have 4G or 5G cellular coverage.</p>\n<p>To have an idea of the potential of LEO satellites, one can take a glance at Elon Musk’s SpaceX's (SPACE). These have been deployed at locations in the U.S and the U.K. with several customers already having signed up to the service. Bench-marking by Speedtest showed download speeds of&nbsp;97.23 Mbps,or far superior than those for other traditional providers. This speed was lower than the 115.22 Mbps median speed for fixed broadband providers, but makes sense for \"disadvantaged locations\" where telcos find it uneconomical to lay down additional fiber or expand cellular coverage.</p>\n<p>Therefore, given the enormous potential of the blending between the iPhone and satellite connectivity, news about Apple using Globalstar's network only for emergency purposes seems more aimed at not alarming its telco partners with whom it has been working since decades.</p>\n<p>This blending is made possible by Qualcomm's (NASDAQ:QCOM) inclusion of Globalstar's band n53 in its new 5G X65 modem. This should also expand the satellite operator's potential device ecosystem significantly to include smartphones, laptops and tablets.</p>\n<p>For investors, the&nbsp;Snapdragon X65&nbsp;will be released in the fall of&nbsp;2022, most likely into next year’s iPhone. Better peak performance and other benefits should be there, but some will require carriers to upgrade their networks. On the other hand, with band n53, one can imagine the transformation of future mobility communications with a single operator plan anywhere in the world, without necessitating roaming, with no need to buy local SIM cards.</p>\n<p><b>Globalstar's differentiation</b></p>\n<p>Thus, this is not just about emergency calls or messaging and in a way, shows Globalstar's edge as a satellite network operator over telco's mobile network operations.</p>\n<p>Now, satellite communications is a huge industry, estimated at $56.01 billion&nbsp;in 2019 and expected to hit $99.58 billion by 2027, registering a CAGR of 9.2% from 2020 to 2027. Going deeper, there are several satellite operators and service providers, with Iridium (IRDM) and Orbcomm (ORBC). Other companies are involved in space technology like DISH Networks (DISH) and AT&amp;T (T).</p>\n<p>Here, GlobalStar seems to be having some key strengths with respect to peers.</p>\n<p>According to the company's website, its&nbsp;strategically&nbsp;placed gateways offer local network access and national numbering plans as opposed to other LEO systems that require expensive international dialing for all calls. Also, Globalstar has a unique design which allows it to offer the most attractive local dialing and pricing plans to customers.</p>\n<p>Pursuing further, Globalstar’s 24 ground stations also serve as a bridge between LEO satellites and traditional communications infrastructure on six continents, with coverage spanning across over 120 countries throughout the world. Furthermore, the second generation ground infrastructure is based on the Internet protocol multimedia subsystem (\"IMS\") protocol, which facilitates the use of IP (Internet Protocol) for packet communications over wireless or landline.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ab07af4d39eb03b1776e870748b773f\" tg-width=\"828\" tg-height=\"468\" width=\"100%\" height=\"auto\"><span>Source: globalstar.com</span></p>\n<p>Consequently, Globalstar brings some attractive metrics for a behemoth like Apple looking to penetrate new markets. In this respect, according to a source, more than&nbsp;five billion mobile subscribers&nbsp;constantly move in and out of wireless coverage, representing a huge TAM.</p>\n<p>Bagging a contract with Apple, even a partial one, or in partnership with another peer would increase the volume of new subscribers, which should in turn more than offset the current revenue impact from lower ARPU (Average Revenue per User).</p>\n<p><b>The revenues</b></p>\n<p>Overall sales have gone down in the second quarter of 2021 compared to last year as higher revenue generated from subscriber equipment related to SPOT (the largest segment) was offset by lower service revenues. For investors, SPOT is a GPS tracking device that uses Globalstar's satellite network to provide text messaging and GPS tracking.</p>\n<p>Looking deeper, service revenue also decreased over the prior year's quarter due to fewer Duplex subscribers, with the decline expected to continue as Globalstar focuses resources on other revenue streams, like IoT-enabled devices. This is done in light of the shift in demand across the MSS (mobile satellite services) industry.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e8b74a670c927d2d84f1751cfd4a148\" tg-width=\"498\" tg-height=\"457\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>Interestingly, service revenues generated from commercial IoT subscribers increased 5% in the second quarter of 2021 driven by higher ARPU compared to the prior year's quarter. Additionally, IoT equipment sales were up significantly from the prior year period, which is a key indication of future service revenue growth.</p>\n<p>Thinking aloud, lower ARPU for SPOT also points to competition, with Globalstar competing aggressively on price in the industrial, governmental and consumer markets. Looking at&nbsp;satellite phones and communication gadgets, some of the competitors include Garmin's (GRMN) InReach, Iridium Go and the Thuraya X5-Touch, which is a dual-SIM Android smartphone.</p>\n<p>As a result, the company has to cut prices with its “competitively-priced service plans being lower than historic rates”. Therefore, SPOT revenues should continue to decline in the near term, with higher volumes of activations not being able to offset the effects of lower ARPU on sales.</p>\n<p>A comparison with rival Iridium shows contrasting revenue trends, with Globalstar being on a fluctuating trend since the end of 2019, coinciding with more competition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4be74c4a607fae52a664620ba3cf9d68\" tg-width=\"455\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>Source: Charts built through data from Seeking Alpha.</span></p>\n<p>Therefore, adopting a cautionary posture, a change in the revenue-generating model geared towards IoT may take time to execute, whereby sales figures could drop further. This may in turn lead to missing topline expectations during the third quarter results, causing the share price to dip. For this matter, as I had pointed out in my previousthesis, one of the risks in investing in Globalstar is its dependence on the fortunes of the oil and gas industry.</p>\n<p>On the positive side, the company continues to reduce leverage, with less than $50 million of net first lien principal outstanding at the end of Q2-2021.</p>\n<p>As of June 30, 2021, the company held $15.7 million and $51.0 million of cash and restricted cash respectively. Globalstar has received an additional&nbsp;$37.5 million&nbsp;in advance payment from a customer. The new payment is under \"substantially the same terms\" as a similar $37.5 million payment received on&nbsp;June 9. As with the other payment, Globalstar will use the new $37.5 million in proceeds to pay down indebtedness under its first-lien credit facility. In the last report, the company had&nbsp;$313.4 million&nbsp;in long-term debt.</p>\n<p><b>Valuations and key takeaways</b></p>\n<p>As much as 16% of revenues were derived from IoT in the first six months of 2021, up from 14% in the same period last year. Now, in a market growing at&nbsp;10.1%&nbsp;from 2019 to 2025, there is a lot of scope, but it will also depend on Globalstar's ability to meaningfully identify, pursue and close large deals. This should contribute to further diversify its revenue base away from full Duplex.</p>\n<p>The company has also performed successful field testing for remote monitoring in the alternative energy industry, which it expects to materialize into future sales, but without mentioning a timeline.</p>\n<p>Furthermore, this is a loss-making company with losses from operations having increased by $0.6 million during the second quarter of 2021 compared to last year. Earnings per share which was&nbsp;-$0.01&nbsp;for the second quarter is expected to be the same in the third one. This compares to positive figures for the communications sector, which boasts forward Price to Earnings multiples of&nbsp;20x. This signifies no buying opportunity based on fundamentals.</p>\n<p>The only way Globalstar's loss status could change rapidly is commercialization of its n53 spectrum in the U.S. and other countries through presence in the iPhone ecosystem. A partnership with Apple will permit expansion of the satellite communications business, more effective utilization of network assets and enable Globalstar to leapfrog rivals. The fact that both companies work with Qualcomm is a positive for Globalstar.</p>\n<p>This said, in absence of corporate announcements, Globalstar's stock has been surging amid ongoing speculation that its satellite communication technology may be included in Apple's new iPhone models, resulting in&nbsp;high&nbsp;Price to Sales multiples of over 2000% with respect to the communications sector.</p>\n<p>Consequently, for rational investors, it is preferable to wait for an update at the\"California Streaming\" event&nbsp;on September 14 before making a decision. In the meantime, the stock could drop to the $2 support level.</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>One Small Step From Apple Could Mean A Giant Leap For GlobalStar</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\">\nOne Small Step From Apple Could Mean A Giant Leap For GlobalStar\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4454436-one-small-step-from-apple-could-mean-a-giant-leap-for-globalstar><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAt first sight, Globalstar is just one more satellite communications play.\nLooking deeper, its Band n53, which offers secure and reliable connectivity in any environment, is now included into...</p>\n\n<a href=\"https://seekingalpha.com/article/4454436-one-small-step-from-apple-could-mean-a-giant-leap-for-globalstar\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GSAT":"全球星"},"source_url":"https://seekingalpha.com/article/4454436-one-small-step-from-apple-could-mean-a-giant-leap-for-globalstar","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127461097","content_text":"Summary\n\nAt first sight, Globalstar is just one more satellite communications play.\nLooking deeper, its Band n53, which offers secure and reliable connectivity in any environment, is now included into Qualcomm's latest 5G modems for smartphones.\nBeing selected by Apple could mean a lot for Globalstar in its strategy to boost and diversify revenues, as well as change the current loss-making status.\nEven without Apple, the company merits interest, but only as a long-term beneficiary of IoT amid fierce competition and ability to reduce debt.\nValuations are sky-high in light of all the news hitting the market and, it is better to wait for some concrete news at Apple's event next week before investing.\n\nmetamorworks/iStock via Getty Images\nGlobalstar's (GSAT) shares soared 40% on August 30 after a report by MacRumors which cited expert Apple (NASDAQ:AAPL) analyst Ming-Chi Kuo of TF International Securities, about iPhone 13 using satellite connectivity so that users can make calls and texts in areas without cellular coverage.\nData by YCharts\nSoon afterwards, there were some further clarification by Bloomberg specifying that those features aren't due soon, but rather for future iPhones and should allow users to issue crash reports or text messages in areas without cellular coverage.\nNow, for Apple to even consider adding any satellite-based feature to its global brand would mean a lot for Globalstar, but first, for investors, I make sense of it all.\nReasons for Apple to choose Globalstar\nFor most of us, our experience with satellite-based internet has meant poor or sometimes erratic connectivity, but these were mostly with the geostationary satellites located far above the earth's surface. Instead, the opportunities offered by Globalstar's Low Earth Orbit (\"LEO\") satellites are much better, especially in areas that don't have 4G or 5G cellular coverage.\nTo have an idea of the potential of LEO satellites, one can take a glance at Elon Musk’s SpaceX's (SPACE). These have been deployed at locations in the U.S and the U.K. with several customers already having signed up to the service. Bench-marking by Speedtest showed download speeds of 97.23 Mbps,or far superior than those for other traditional providers. This speed was lower than the 115.22 Mbps median speed for fixed broadband providers, but makes sense for \"disadvantaged locations\" where telcos find it uneconomical to lay down additional fiber or expand cellular coverage.\nTherefore, given the enormous potential of the blending between the iPhone and satellite connectivity, news about Apple using Globalstar's network only for emergency purposes seems more aimed at not alarming its telco partners with whom it has been working since decades.\nThis blending is made possible by Qualcomm's (NASDAQ:QCOM) inclusion of Globalstar's band n53 in its new 5G X65 modem. This should also expand the satellite operator's potential device ecosystem significantly to include smartphones, laptops and tablets.\nFor investors, the Snapdragon X65 will be released in the fall of 2022, most likely into next year’s iPhone. Better peak performance and other benefits should be there, but some will require carriers to upgrade their networks. On the other hand, with band n53, one can imagine the transformation of future mobility communications with a single operator plan anywhere in the world, without necessitating roaming, with no need to buy local SIM cards.\nGlobalstar's differentiation\nThus, this is not just about emergency calls or messaging and in a way, shows Globalstar's edge as a satellite network operator over telco's mobile network operations.\nNow, satellite communications is a huge industry, estimated at $56.01 billion in 2019 and expected to hit $99.58 billion by 2027, registering a CAGR of 9.2% from 2020 to 2027. Going deeper, there are several satellite operators and service providers, with Iridium (IRDM) and Orbcomm (ORBC). Other companies are involved in space technology like DISH Networks (DISH) and AT&T (T).\nHere, GlobalStar seems to be having some key strengths with respect to peers.\nAccording to the company's website, its strategically placed gateways offer local network access and national numbering plans as opposed to other LEO systems that require expensive international dialing for all calls. Also, Globalstar has a unique design which allows it to offer the most attractive local dialing and pricing plans to customers.\nPursuing further, Globalstar’s 24 ground stations also serve as a bridge between LEO satellites and traditional communications infrastructure on six continents, with coverage spanning across over 120 countries throughout the world. Furthermore, the second generation ground infrastructure is based on the Internet protocol multimedia subsystem (\"IMS\") protocol, which facilitates the use of IP (Internet Protocol) for packet communications over wireless or landline.\nSource: globalstar.com\nConsequently, Globalstar brings some attractive metrics for a behemoth like Apple looking to penetrate new markets. In this respect, according to a source, more than five billion mobile subscribers constantly move in and out of wireless coverage, representing a huge TAM.\nBagging a contract with Apple, even a partial one, or in partnership with another peer would increase the volume of new subscribers, which should in turn more than offset the current revenue impact from lower ARPU (Average Revenue per User).\nThe revenues\nOverall sales have gone down in the second quarter of 2021 compared to last year as higher revenue generated from subscriber equipment related to SPOT (the largest segment) was offset by lower service revenues. For investors, SPOT is a GPS tracking device that uses Globalstar's satellite network to provide text messaging and GPS tracking.\nLooking deeper, service revenue also decreased over the prior year's quarter due to fewer Duplex subscribers, with the decline expected to continue as Globalstar focuses resources on other revenue streams, like IoT-enabled devices. This is done in light of the shift in demand across the MSS (mobile satellite services) industry.\nSource: Seeking Alpha\nInterestingly, service revenues generated from commercial IoT subscribers increased 5% in the second quarter of 2021 driven by higher ARPU compared to the prior year's quarter. Additionally, IoT equipment sales were up significantly from the prior year period, which is a key indication of future service revenue growth.\nThinking aloud, lower ARPU for SPOT also points to competition, with Globalstar competing aggressively on price in the industrial, governmental and consumer markets. Looking at satellite phones and communication gadgets, some of the competitors include Garmin's (GRMN) InReach, Iridium Go and the Thuraya X5-Touch, which is a dual-SIM Android smartphone.\nAs a result, the company has to cut prices with its “competitively-priced service plans being lower than historic rates”. Therefore, SPOT revenues should continue to decline in the near term, with higher volumes of activations not being able to offset the effects of lower ARPU on sales.\nA comparison with rival Iridium shows contrasting revenue trends, with Globalstar being on a fluctuating trend since the end of 2019, coinciding with more competition.\nSource: Charts built through data from Seeking Alpha.\nTherefore, adopting a cautionary posture, a change in the revenue-generating model geared towards IoT may take time to execute, whereby sales figures could drop further. This may in turn lead to missing topline expectations during the third quarter results, causing the share price to dip. For this matter, as I had pointed out in my previousthesis, one of the risks in investing in Globalstar is its dependence on the fortunes of the oil and gas industry.\nOn the positive side, the company continues to reduce leverage, with less than $50 million of net first lien principal outstanding at the end of Q2-2021.\nAs of June 30, 2021, the company held $15.7 million and $51.0 million of cash and restricted cash respectively. Globalstar has received an additional $37.5 million in advance payment from a customer. The new payment is under \"substantially the same terms\" as a similar $37.5 million payment received on June 9. As with the other payment, Globalstar will use the new $37.5 million in proceeds to pay down indebtedness under its first-lien credit facility. In the last report, the company had $313.4 million in long-term debt.\nValuations and key takeaways\nAs much as 16% of revenues were derived from IoT in the first six months of 2021, up from 14% in the same period last year. Now, in a market growing at 10.1% from 2019 to 2025, there is a lot of scope, but it will also depend on Globalstar's ability to meaningfully identify, pursue and close large deals. This should contribute to further diversify its revenue base away from full Duplex.\nThe company has also performed successful field testing for remote monitoring in the alternative energy industry, which it expects to materialize into future sales, but without mentioning a timeline.\nFurthermore, this is a loss-making company with losses from operations having increased by $0.6 million during the second quarter of 2021 compared to last year. Earnings per share which was -$0.01 for the second quarter is expected to be the same in the third one. This compares to positive figures for the communications sector, which boasts forward Price to Earnings multiples of 20x. This signifies no buying opportunity based on fundamentals.\nThe only way Globalstar's loss status could change rapidly is commercialization of its n53 spectrum in the U.S. and other countries through presence in the iPhone ecosystem. A partnership with Apple will permit expansion of the satellite communications business, more effective utilization of network assets and enable Globalstar to leapfrog rivals. The fact that both companies work with Qualcomm is a positive for Globalstar.\nThis said, in absence of corporate announcements, Globalstar's stock has been surging amid ongoing speculation that its satellite communication technology may be included in Apple's new iPhone models, resulting in high Price to Sales multiples of over 2000% with respect to the communications sector.\nConsequently, for rational investors, it is preferable to wait for an update at the\"California Streaming\" event on September 14 before making a decision. In the meantime, the stock could drop to the $2 support level.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883722354,"gmtCreate":1631275554778,"gmtModify":1631890998655,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Sea Limited's future growth relies on its international expansion, which rests its gaming success.","listText":"Sea Limited's future growth relies on its international expansion, which rests its gaming success.","text":"Sea Limited's future growth relies on its international expansion, which rests its gaming success.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/883722354","repostId":"2166320211","repostType":4,"repost":{"id":"2166320211","kind":"highlight","pubTimestamp":1631272620,"share":"https://www.laohu8.com/m/news/2166320211?lang=&edition=full","pubTime":"2021-09-10 19:17","market":"us","language":"en","title":"How Sea Limited Is Growing Larger Than Life","url":"https://stock-news.laohu8.com/highlight/detail?id=2166320211","media":"Motley Fool","summary":"This business has a unique growth strategy, one that has been incredibly successful. With its growth drivers remaining strong, Sea Limited could continue to explode.","content":"<p>E-commerce giant <b>Sea Limited</b> (NYSE:SE) has shown incredible business growth since its IPO. From its debut around $4.5 billion in 2017, its current market capitalization has reached $190 billion, yet Sea Limited is still growing its revenue at or near triple-digit rates each quarter. Sea Limited's growth strategy -- built on hit games and a brilliant e-commerce platform -- remains intact, potentially allowing the business to continue expanding internationally toward a&nbsp;$1 trillion market cap.</p>\n<h3>Its growth strategy</h3>\n<p>Sea Limited expands by bringing its popular video games into a market, then promoting its other services through them. Its hit title&nbsp;<i>Free Fire </i>-- which has over 1 billion downloads on <b>Alphabet</b>'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Play -- was the highest-grossing mobile game in Southeast Asia, Latin America, and India in the second quarter of 2021. Sea has remained atop those charts for the past eight consecutive quarters in Latin America and Southeast Asia, and three consecutive quarters in India.</p>\n<p><img src=\"https://static.tigerbbs.com/ebfc3b6bf7e95f7b53284cd5e748b5a1\" tg-width=\"700\" tg-height=\"482\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>After <i>Free Fire </i>gains&nbsp;popularity in a country, Sea Limited uses it to promote the company's e-commerce arm, Shopee. Revenue from these two divisions of Sea Limited is then used to fund its fast-growing financial services arm, Sea Money.&nbsp;By offering players discounts on Shopee through the game, consumers become integrated into Sea's ecosystem. This strategy has worked well: Shopee grew its quarterly revenue to $1.2 billion in the second quarter of 2021, which was higher than <i>Sea Limited's total adjusted 2018 revenue</i> of $1 billion.</p>\n<p>Sea is not profitable by any means, however. The only segment that generated positive operating income in the second quarter was its video game segment, whose $600 million in operating income got&nbsp;offset by more than $900 billion in operating losses from the rest of the business.</p>\n<p>On the other hand, the company has generated nearly $600 million in free cash flow over the past four quarters, which it's used to support two growth opportunities.&nbsp;The first is Sea Money, Sea Limited's digital payments arm. Sea's free cash flow potentially helped offset Sea Money's $100 million second-quarter operating losses. It also contributed to its accelerated adoption: In the latest quarter, Sea expanded its partnership with <b>Mastercard</b> (NYSE:MA)&nbsp;in Thailand to enable contactless payments, as well as striking a deal with Philippine grocer Puregold, which will now accept Sea Money payments in 400 of its grocery stores.&nbsp;&nbsp;&nbsp;Sea Money now has $4.1 billion in total payment volume, with almost 33 million quarterly paying users -- representing over 100% growth for both metrics for the second quarter compared to the same time last year.</p>\n<h3>Land ho!</h3>\n<p>Sea's second focus for its cash is its expansion efforts outside of Southeast Asia. This includes Brazil -- where Shopee has recently become the most downloaded shopping app in Brazil. The company is also prepared to launch into European countries, including Poland,&nbsp;&nbsp;after its expansion into India earlier this year.</p>\n<p>With operations around the world, Sea Limited may be trying to juggle too many balls at <a href=\"https://laohu8.com/S/AONE.U\">one</a> time. The company faces stiff competition in many of its markets: <b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></b> (NASDAQ:MELI) in Brazil and Latin America, <b>Amazon</b> (NASDAQ:AMZN) in Poland, and plenty of companies in Southeast Asia like GoTo -- a new merger from two e-commerce behemoths that are trying to make a super-app. There are other powerful e-commerce players in Southeast Asia, including <b>Coupang</b> (NYSE:CPNG), which recently entered the market. With all of this competition on all fronts of its e-commerce business, it could be hard for Sea to continue expanding while maintaining its dominance. To fend off these rivals, Sea Limited offers shoppers frequent flash sales and discounts that bring massive traffic to the platform and help keep consumers in its ecosystem.</p>\n<h3>Will this ever end?</h3>\n<p>The key to Sea Limited's growth internationally has been <i>Free Fire</i>'s popularity, and investors have questioned how long <i>Free Fire </i>could reign.&nbsp;It's been around since 2017 --old for a video game. <i>Fortnite</i>, a multiplayer video game similar to <i>Free Fire</i>, was launched around the same time as <i>Free Fire</i>, but it has already seen its popularity decline.&nbsp;Sea's quarterly paying and active users have been increasing -- up 85% and 45% year over year, respectively, in the most recent quarter, amid a trend of steady quarter-to-quarter growth. Sea also hosted the <i>Free Fire</i> 2021 Esports World Series, which attracted over 5 million online viewers, demonstrating that <i>Free Fire </i>is still very popular.</p>\n<p>Nonetheless, Sea Limited has begun creating new games to lessen its reliance on <i>Free Fire. </i>In the latest quarter, Sea announced that it is redistributing <b>Tencent</b>'s (OTC:TCEHY) <i>Moonlight Blade Mobile</i>, an online roleplaying game that saw strong popularity in China after making $50 million there in its first week.</p>\n<p>Sea Limited's future growth relies on its international expansion, which rests its gaming success. In the future, investors should keep an eye on digital entertainment revenue growth, along with the active user and paying user count for its games -- making sure that this growth in video games also translates into other parts of the business. If Sea Limited continues bringing hot new games to the market as it expands geographically, and promoting Shopee and Sea Money through those outlets, its future could be extremely bright.</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>How Sea Limited Is Growing Larger Than Life</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Sea Limited Is Growing Larger Than Life\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 19:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/10/how-sea-limited-is-growing-larger-than-life/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>E-commerce giant Sea Limited (NYSE:SE) has shown incredible business growth since its IPO. From its debut around $4.5 billion in 2017, its current market capitalization has reached $190 billion, yet ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/10/how-sea-limited-is-growing-larger-than-life/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/09/10/how-sea-limited-is-growing-larger-than-life/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166320211","content_text":"E-commerce giant Sea Limited (NYSE:SE) has shown incredible business growth since its IPO. From its debut around $4.5 billion in 2017, its current market capitalization has reached $190 billion, yet Sea Limited is still growing its revenue at or near triple-digit rates each quarter. Sea Limited's growth strategy -- built on hit games and a brilliant e-commerce platform -- remains intact, potentially allowing the business to continue expanding internationally toward a $1 trillion market cap.\nIts growth strategy\nSea Limited expands by bringing its popular video games into a market, then promoting its other services through them. Its hit title Free Fire -- which has over 1 billion downloads on Alphabet's (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Play -- was the highest-grossing mobile game in Southeast Asia, Latin America, and India in the second quarter of 2021. Sea has remained atop those charts for the past eight consecutive quarters in Latin America and Southeast Asia, and three consecutive quarters in India.\n\nImage source: Getty Images.\nAfter Free Fire gains popularity in a country, Sea Limited uses it to promote the company's e-commerce arm, Shopee. Revenue from these two divisions of Sea Limited is then used to fund its fast-growing financial services arm, Sea Money. By offering players discounts on Shopee through the game, consumers become integrated into Sea's ecosystem. This strategy has worked well: Shopee grew its quarterly revenue to $1.2 billion in the second quarter of 2021, which was higher than Sea Limited's total adjusted 2018 revenue of $1 billion.\nSea is not profitable by any means, however. The only segment that generated positive operating income in the second quarter was its video game segment, whose $600 million in operating income got offset by more than $900 billion in operating losses from the rest of the business.\nOn the other hand, the company has generated nearly $600 million in free cash flow over the past four quarters, which it's used to support two growth opportunities. The first is Sea Money, Sea Limited's digital payments arm. Sea's free cash flow potentially helped offset Sea Money's $100 million second-quarter operating losses. It also contributed to its accelerated adoption: In the latest quarter, Sea expanded its partnership with Mastercard (NYSE:MA) in Thailand to enable contactless payments, as well as striking a deal with Philippine grocer Puregold, which will now accept Sea Money payments in 400 of its grocery stores.   Sea Money now has $4.1 billion in total payment volume, with almost 33 million quarterly paying users -- representing over 100% growth for both metrics for the second quarter compared to the same time last year.\nLand ho!\nSea's second focus for its cash is its expansion efforts outside of Southeast Asia. This includes Brazil -- where Shopee has recently become the most downloaded shopping app in Brazil. The company is also prepared to launch into European countries, including Poland,  after its expansion into India earlier this year.\nWith operations around the world, Sea Limited may be trying to juggle too many balls at one time. The company faces stiff competition in many of its markets: MercadoLibre (NASDAQ:MELI) in Brazil and Latin America, Amazon (NASDAQ:AMZN) in Poland, and plenty of companies in Southeast Asia like GoTo -- a new merger from two e-commerce behemoths that are trying to make a super-app. There are other powerful e-commerce players in Southeast Asia, including Coupang (NYSE:CPNG), which recently entered the market. With all of this competition on all fronts of its e-commerce business, it could be hard for Sea to continue expanding while maintaining its dominance. To fend off these rivals, Sea Limited offers shoppers frequent flash sales and discounts that bring massive traffic to the platform and help keep consumers in its ecosystem.\nWill this ever end?\nThe key to Sea Limited's growth internationally has been Free Fire's popularity, and investors have questioned how long Free Fire could reign. It's been around since 2017 --old for a video game. Fortnite, a multiplayer video game similar to Free Fire, was launched around the same time as Free Fire, but it has already seen its popularity decline. Sea's quarterly paying and active users have been increasing -- up 85% and 45% year over year, respectively, in the most recent quarter, amid a trend of steady quarter-to-quarter growth. Sea also hosted the Free Fire 2021 Esports World Series, which attracted over 5 million online viewers, demonstrating that Free Fire is still very popular.\nNonetheless, Sea Limited has begun creating new games to lessen its reliance on Free Fire. In the latest quarter, Sea announced that it is redistributing Tencent's (OTC:TCEHY) Moonlight Blade Mobile, an online roleplaying game that saw strong popularity in China after making $50 million there in its first week.\nSea Limited's future growth relies on its international expansion, which rests its gaming success. In the future, investors should keep an eye on digital entertainment revenue growth, along with the active user and paying user count for its games -- making sure that this growth in video games also translates into other parts of the business. If Sea Limited continues bringing hot new games to the market as it expands geographically, and promoting Shopee and Sea Money through those outlets, its future could be extremely bright.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813586983,"gmtCreate":1630214805842,"gmtModify":1704957142294,"author":{"id":"3580207321438450","authorId":"3580207321438450","name":"NatYong","avatar":"https://static.tigerbbs.com/62b1fa39b2974271d1c06e208f7b3571","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580207321438450","authorIdStr":"3580207321438450"},"themes":[],"htmlText":"Opendoor has consistently had the most housing inventory available for sale.","listText":"Opendoor has consistently had the most housing inventory available for sale.","text":"Opendoor has consistently had the most housing inventory available for sale.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/813586983","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company  merger. In a race to disrupt residential ","content":"<p>Key Points</p>\n<ul>\n <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>\n <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>\n <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li>\n</ul>\n<p></p>\n<p>Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p>\n<p>Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p>\n<h3>1. Opendoor is winning the iBuying battle</h3>\n<p>The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p>\n<p>Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p>\n<p>After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p>\n<p>According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p>\n<h3>2. Revenue growth is ahead of schedule</h3>\n<p>When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p>\n<p>Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p>\n<p>In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p>\n<h3>3. SPACs are out of favor with the market... opportunity?</h3>\n<p>Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p>\n<p>Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p>\n<p>But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p>\n<p>Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p>\n<h3>Here's the bottom line</h3>\n<p>Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</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>This Unloved Tech Stock Could Make You Rich One Day</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\">\nThis Unloved Tech Stock Could Make You Rich One Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-29 09:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}