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2021-11-16

#unity

Is It Too Late to Buy Unity Software Stock?

2021-07-14

$NVIDIA Corp(NVDA)$it’s fortunate to be able to see it grow little by little[Love you]

2021-07-06

$TRCHP.CNT(TRCHP.CNT)$move over to $Meta Materials Inc.(MMAT)$… reverse stock split 2:1

2021-07-05

$Alibaba(BABA)$[Love you]

Best E-Commerce Stocks To Buy In July 2021? 4 Names In Focus

2021-07-04

A’s for Amazon and Apple 😊

Which Stocks To Buy Now? 5 Consumer Discretionary Stocks To Watch

2021-07-03

😯 🤩

抱歉，原内容已删除

2021-07-02

🍎 it’s in control 💪🏻

Apple Could Become Google's Biggest Cloud Customer

2021-07-01

Great ariticle, would you like to share it?

Buy This Stock Before It Turns Into a Top 5G Play

2021-07-01

❤️ $NVIDIA Corp(NVDA)$💎

Is NVIDIA Headed to $900? 3 Things to Know

2021-06-30

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Facebook: Simply Unstoppable

2021-06-30

$NVIDIA Corp(NVDA)$| $AMD(AMD)$| $Intel(INTC)$

NVIDIA, AMD, or Intel: Which Is the Best Chip Stock to Buy Right Now?

2021-06-28

[Strong] [USD] [Love]

7 Growth Stocks to Buy and Hold for a Golden Retirement

2021-06-22

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抱歉，原内容已删除

2021-06-21

Wow 🤩

Cathie Wood Inspires Boom in New Funds That Upend ETF Order

2021-06-18

If you’re into gaming, this isn’t something foreign to you.. Now it’s gonna be bigger bigger! 🙏🏻🤞🏻👀$NVIDIA Corp(NVDA)$

1 Growth Stock That Could Be Bigger Than Apple

2021-06-18

👀👀$Palantir Technologies Inc.(PLTR)$👀👀

Palantir: The Untold Truth

2021-06-17

🤔

Hong Kong tycoon Richard Li's FWD files for U.S. listing

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Its adjusted net loss widened from $13 million to $14.8 million, or $0.06 per share, which also topped expectations by a penny per share.</p>\n<p>Unity now expects its revenue to rise 40% for the full year, compared to its previous guidance for 35% to 37% growth. It also announced its plans to buy Weta Digital, the visual effects studio which was co-founded by <i>The Lord of the Ring</i>s director Peter Jackson, for $1.63 billion in cash and stock. It expects the deal to close in the fourth quarter.</p>\n<p>Unity's growth is impressive, but its stock already trades at nearly 50 times this year's sales. Is it too late to invest in Unity at these valuations?</p>\n<h2>What does Unity do?</h2>\n<p>In the past, game developers built most of their rendering, animation, lighting, physics, sound, and user interfaces from scratch. Those features needed to be rewritten for different gaming platforms like PCs and consoles.</p>\n<p>Unity's game engine, which was initially launched in 2004, simplified that costly and time-consuming process by bundling all those tools into a cross-platform software suite. Developers can create an entire game once within Unity's engine, and it can seamlessly run across multiple gaming platforms.</p>\n<p>Today, more than half of the world's PC, console, and mobile games are built with Unity's game engine, and it now provides additional tools for integrating ads, in-app purchases, multiplayer support, communication services, and analytics tools into games. It also gradually expanded beyond its core gaming market with 2D and 3D applications for non-gaming markets.</p>\n<h2>How fast is Unity growing?</h2>\n<p>Unity's revenue rose 42% in 2019, grew 43% in 2020, and is on track for 40% growth this year. Analysts expect its revenue to rise 28% in 2022.</p>\n<p>Unity operates three main businesses: Its Create Solutions segment, which hosts its subscription-based game engine and development tools for non-gaming markets; its Operate Solutions segment, which provides its add-on services with usage-based and revenue-sharing plans; and its Strategic Partnerships and Other segment, which generates revenue from its partnerships with hardware and software makers. All three businesses grew their revenues year over year throughout the first nine months of 2021:</p>\n<table border=\"1\" width=\"605\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"202\"><p>Segment</p></th>\n   <th width=\"204\"><p>Revenue (9M 2021)</p></th>\n   <th width=\"155\"><p>Growth (YOY)</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"202\"><p>Create Solutions</p></td>\n   <td width=\"204\"><p>$226.7 million</p></td>\n   <td width=\"155\"><p>38%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"202\"><p>Operate Solutions</p></td>\n   <td width=\"204\"><p>$514.5 million</p></td>\n   <td width=\"155\"><p>53%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"202\"><p>Strategic Partnerships and Other</p></td>\n   <td width=\"204\"><p>$53.4 million</p></td>\n   <td width=\"155\"><p>5%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"202\"><p>Total</p></td>\n   <td width=\"204\"><p>$794.7 million</p></td>\n   <td width=\"155\"><p>44%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Unity. YOY = Year over year.</p>\n<p>The robust growth of its Operate Solutions segment is particularly encouraging since its add-on services enable Unity to boost its revenue per existing customer as well as improve the stickiness of its ecosystem.</p>\n<p>That's why Unity's dollar-based net expansion rate (DBNER), which gauges its year-over-year growth in revenue from existing customers over the previous 12 months, continuously rose over the past three years:</p>\n<table border=\"1\" width=\"597\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"109\"><p>Period</p></th>\n   <th width=\"98\"><p>FY 2018</p></th>\n   <th width=\"101\"><p>FY 2019</p></th>\n   <th width=\"109\"><p>FY 2020</p></th>\n   <th width=\"108\"><p>9M 2021</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"109\"><p>DBNER</p></td>\n   <td width=\"98\"><p>124%</p></td>\n   <td width=\"101\"><p>133%</p></td>\n   <td width=\"109\"><p>138%</p></td>\n   <td width=\"108\"><p>142%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Unity.</p>\n<p>Unity's ability to consistently generate more than 40% revenue growth as it increases its DBNER is extremely rare for a high-growth company. Many other companies that use that metric -- including the cloud-based communication services provider <b>Twilio</b>&nbsp;-- have posted a declining DBNER as they rely more heavily on acquisitions for consistent revenue growth.</p>\n<p>Unity ended 2020 with a negative adjusted operating margin of 7%, and it remains deeply unprofitable on a generally accepted accounting principles (GAAP) basis. However, it expects its adjusted operating margin to improve to negative 5% to 6% this year, even after it acquires Weta Digital.</p>\n<p>Unity won't turn profitable anytime soon, but it has plenty of pricing power, and its adjusted losses should stabilize as economies of scale kick in. It also won't run out of cash anytime soon: It ended last quarter with $1.28 billion in cash, cash equivalents, and marketable securities, and its low debt-to-equity ratio of 0.4 gives it plenty of room to take on more debt for additional investments.</p>\n<h2>But is it too late to buy Unity?</h2>\n<p>Unity's valuation is high, but I don't think it's too late to buy the stock for three simple reasons:</p>\n<ol>\n <li>It's an established market leader.</li>\n <li>Its ecosystem is sticky.</li>\n <li>It's growing faster than the gaming market.</li>\n</ol>\n<p>The global gaming market could grow at a compound annual growth rate of 12.9% between 2020 and 2027, according to Grand View Research. If Unity simply matches that growth rate, its annual revenue could increase from $772 million in 2020 to about $1.8 billion in 2027.</p>\n<p>But if Unity can maintain an average annual growth rate of at least 30% from 2021 to 2027, its revenue could top $5.2 billion by the final year. So even if Unity's price-to-sales ratio cools off from 50 to 20, the company could be worth well over $100 billion -- about twice its current value -- by 2027.</p>\n<p>Therefore, if you believe Unity will continue to grow faster than the global gaming market as it expands its add-on services and non-gaming tools, then it's definitely not too late to buy this high-growth stock.</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 It Too Late to Buy Unity Software 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\">\nIs It Too Late to Buy Unity Software Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 23:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/15/is-it-too-late-to-buy-unity-software-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Unity Software's (NYSE:U) stock price soared to an all-time high after the software development company posted its third-quarter earnings on Nov. 10.\nIts revenue rose 43% year over year to $286.3 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/15/is-it-too-late-to-buy-unity-software-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"source_url":"https://www.fool.com/investing/2021/11/15/is-it-too-late-to-buy-unity-software-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183027403","content_text":"Unity Software's (NYSE:U) stock price soared to an all-time high after the software development company posted its third-quarter earnings on Nov. 10.\nIts revenue rose 43% year over year to $286.3 million, beating estimates by nearly $20 million. Its adjusted net loss widened from $13 million to $14.8 million, or $0.06 per share, which also topped expectations by a penny per share.\nUnity now expects its revenue to rise 40% for the full year, compared to its previous guidance for 35% to 37% growth. It also announced its plans to buy Weta Digital, the visual effects studio which was co-founded by The Lord of the Rings director Peter Jackson, for $1.63 billion in cash and stock. It expects the deal to close in the fourth quarter.\nUnity's growth is impressive, but its stock already trades at nearly 50 times this year's sales. Is it too late to invest in Unity at these valuations?\nWhat does Unity do?\nIn the past, game developers built most of their rendering, animation, lighting, physics, sound, and user interfaces from scratch. Those features needed to be rewritten for different gaming platforms like PCs and consoles.\nUnity's game engine, which was initially launched in 2004, simplified that costly and time-consuming process by bundling all those tools into a cross-platform software suite. Developers can create an entire game once within Unity's engine, and it can seamlessly run across multiple gaming platforms.\nToday, more than half of the world's PC, console, and mobile games are built with Unity's game engine, and it now provides additional tools for integrating ads, in-app purchases, multiplayer support, communication services, and analytics tools into games. It also gradually expanded beyond its core gaming market with 2D and 3D applications for non-gaming markets.\nHow fast is Unity growing?\nUnity's revenue rose 42% in 2019, grew 43% in 2020, and is on track for 40% growth this year. Analysts expect its revenue to rise 28% in 2022.\nUnity operates three main businesses: Its Create Solutions segment, which hosts its subscription-based game engine and development tools for non-gaming markets; its Operate Solutions segment, which provides its add-on services with usage-based and revenue-sharing plans; and its Strategic Partnerships and Other segment, which generates revenue from its partnerships with hardware and software makers. All three businesses grew their revenues year over year throughout the first nine months of 2021:\n\n\n\n\nSegment\nRevenue (9M 2021)\nGrowth (YOY)\n\n\nCreate Solutions\n$226.7 million\n38%\n\n\nOperate Solutions\n$514.5 million\n53%\n\n\nStrategic Partnerships and Other\n$53.4 million\n5%\n\n\nTotal\n$794.7 million\n44%\n\n\n\nSource: Unity. YOY = Year over year.\nThe robust growth of its Operate Solutions segment is particularly encouraging since its add-on services enable Unity to boost its revenue per existing customer as well as improve the stickiness of its ecosystem.\nThat's why Unity's dollar-based net expansion rate (DBNER), which gauges its year-over-year growth in revenue from existing customers over the previous 12 months, continuously rose over the past three years:\n\n\n\n\nPeriod\nFY 2018\nFY 2019\nFY 2020\n9M 2021\n\n\nDBNER\n124%\n133%\n138%\n142%\n\n\n\nSource: Unity.\nUnity's ability to consistently generate more than 40% revenue growth as it increases its DBNER is extremely rare for a high-growth company. Many other companies that use that metric -- including the cloud-based communication services provider Twilio -- have posted a declining DBNER as they rely more heavily on acquisitions for consistent revenue growth.\nUnity ended 2020 with a negative adjusted operating margin of 7%, and it remains deeply unprofitable on a generally accepted accounting principles (GAAP) basis. However, it expects its adjusted operating margin to improve to negative 5% to 6% this year, even after it acquires Weta Digital.\nUnity won't turn profitable anytime soon, but it has plenty of pricing power, and its adjusted losses should stabilize as economies of scale kick in. It also won't run out of cash anytime soon: It ended last quarter with $1.28 billion in cash, cash equivalents, and marketable securities, and its low debt-to-equity ratio of 0.4 gives it plenty of room to take on more debt for additional investments.\nBut is it too late to buy Unity?\nUnity's valuation is high, but I don't think it's too late to buy the stock for three simple reasons:\n\nIt's an established market leader.\nIts ecosystem is sticky.\nIt's growing faster than the gaming market.\n\nThe global gaming market could grow at a compound annual growth rate of 12.9% between 2020 and 2027, according to Grand View Research. If Unity simply matches that growth rate, its annual revenue could increase from $772 million in 2020 to about $1.8 billion in 2027.\nBut if Unity can maintain an average annual growth rate of at least 30% from 2021 to 2027, its revenue could top $5.2 billion by the final year. So even if Unity's price-to-sales ratio cools off from 50 to 20, the company could be worth well over $100 billion -- about twice its current value -- by 2027.\nTherefore, if you believe Unity will continue to grow faster than the global gaming market as it expands its add-on services and non-gaming tools, then it's definitely not too late to buy this high-growth stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144133407,"gmtCreate":1626271056709,"gmtModify":1631890532787,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>it’s fortunate to be able to see it grow little by little[Love&nbsp;you]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>it’s fortunate to be able to see it grow little by little[Love&nbsp;you]&nbsp;","text":"$NVIDIA Corp(NVDA)$it’s fortunate to be able to see it grow little by little[Love you]","images":[{"img":"https://static.tigerbbs.com/1c8821755b9ed4fd6b66a07ebfc1736c","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144133407","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157824241,"gmtCreate":1625578635683,"gmtModify":1631884924542,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCHP.CNT\">$TRCHP.CNT(TRCHP.CNT)$</a>move over to <a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>… reverse stock split 2:1&nbsp;","listText":"<a href=\"https://laohu8.com/S/TRCHP.CNT\">$TRCHP.CNT(TRCHP.CNT)$</a>move over to <a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>… reverse stock split 2:1&nbsp;","text":"$TRCHP.CNT(TRCHP.CNT)$move over to $Meta Materials Inc.(MMAT)$… reverse stock split 2:1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157824241","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154030701,"gmtCreate":1625458937703,"gmtModify":1631890532792,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>[Love&nbsp;you]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>[Love&nbsp;you]&nbsp;","text":"$Alibaba(BABA)$[Love you]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/154030701","repostId":"1170100655","repostType":4,"repost":{"id":"1170100655","pubTimestamp":1625452503,"share":"https://www.laohu8.com/m/news/1170100655?lang=&edition=full","pubTime":"2021-07-05 10:35","market":"hk","language":"en","title":"Best E-Commerce Stocks To Buy In July 2021? 4 Names In Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1170100655","media":"Nasdaq","summary":"Could These Be The Top E-Commerce Stocks To Watch Right Now?E-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as P","content":"<p>Could These Be The Top E-Commerce Stocks To Watch Right Now?</p>\n<p>E-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as Pinterest Inc (NYSE: PINS) even have augmented reality features that would allow you to have a rough idea of what you’re getting.</p>\n<p>The shift to online shopping has resulted in many emerging e-commerce companies. For example, we have Jumia Technologies (NYSE: JMIA) that aims to be the top online marketplace in the whole of Africa. Perhaps, this should not be overlooked as e-commerce is still a growing sector in Africa. Moreover, JMIA stock has already soared by more than 400% just within the past year. Now, if you are optimistic about the future of e-commerce, here’s a list of fourtop e-commerce stocks to watchin thestock market today.</p>\n<p>Best E-Commerce Stocks To Watch</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</b>(NASDAQ: ETSY)</li>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b>(NASDAQ: EBAY)</li>\n <li><b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group Holding Ltd</b>(NYSE: BABA)</li>\n <li><b>Chewy Inc</b>(NYSE: CHWY)</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</p>\n<p>Let us start the list with Etsy. The company operates a marketplace where people globally connect, both online and offline to sell and buy goods. It also offers a range of seller services and tools that help entrepreneurs manage their businesses. As of now, the company’s seller services include Direct Checkout, Promoted Listings, Shipping Labels, and <a href=\"https://laohu8.com/S/PEGI\">Pattern</a> by Etsy. ETSY stock has risen by over 80% over the past year.</p>\n<p><img src=\"https://static.tigerbbs.com/4998810533317bc7562c92dbf9801556\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p>On Monday, Etsy signed a definitive agreement to acquire Elo7, a privately held marketplace for unique, handmade items, ranked as a top 10 e-commerce site in Brazil. The Elo7 marketplace connects approximately 1.9 million active buyers with approximately 56,000 active sellers and currently has approximately 8 million items for sale. Hence, this deal would establish Etsy’s presence in Latin America, an underpenetrated e-commerce region.</p>\n<p>Etsy is not resting on its laurels. It also signed a definitive agreement to acquire Depop, a purpose-driven marketplace for unique fashion for $1.625 billion earlier in June. Depop is a community-powered marketplace to buy and sell unique fashion, with a mission to build the world’s most diverse and progressive home of fashion. It appears that 90% of Depop’s active users are under the age of 26. So, this could serve as a resale home for Gen Z consumers to the Etsy family. Given all these exciting developments, would you consider investing in ETSY stock?</p>\n<p><a href=\"https://laohu8.com/S/EBAY\">eBay</a> Inc</p>\n<p>Next, we have <a href=\"https://laohu8.com/S/AONE\">one</a> of the industry leaders of e-commerce, <a href=\"https://laohu8.com/S/EBAYL\">eBay</a>. Essentially, the company operates marketplace platforms that connect buyers and sellers globally. This includes its online marketplace at ebay.com and the <a href=\"https://laohu8.com/S/EBAY\">eBay</a> suite of mobile apps. So, you could buy, sell, and pay for items through various online and offline channels. eBay stock has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better-performing stocks within the e-commerce space this year. It has climbed by over 35% year-to-date.</p>\n<p><img src=\"https://static.tigerbbs.com/3225891cc70ad7e916ca99aa07101ba2\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> last week, the company announced the completion of the transfer of its Classifieds business to Adevinta in exchange for $2.5 billion cash and a 44% equity stake in Adevinta. This combination will hopefully create a leading global online classifieds business. In the long run, both companies will be primed to benefit from its combined portfolio that may offer additional value for its customers and shareholders.</p>\n<p>eBay also had an impressive first quarter to start the year with the highest revenue growth since 2005. Its revenue was $3.0 billion, up 42% on an as-reported basis. There was also increased activity on its platform. Annual active buyers grew by 7%, now at a total of 187 million. Meanwhile, its annual active sellers grew by 8%, for a total of 20 million. We can see that the company is firing on all cylinders as we recover from the global pandemic. With that in mind, would you add EBAY stock to your watchlist?</p>\n<p><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd</p>\n<p>Coming up next, we have <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest e-commerce companies in the world, <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>. The company’s technology infrastructure and marketing reach help merchants and brands to leverage the power of technology to engage its users, and customers to operate. As of today, its three main sites, Taobao, Tmall, and <a href=\"https://laohu8.com/S/09988\">Alibaba</a>.com boast hundreds of millions of users and host millions of merchants and businesses.</p>\n<p><img src=\"https://static.tigerbbs.com/fd0bf902b6908baca1ebc71478c54967\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p>Fundamentally, the company is as strong as ever. For its fourth-quarter fiscal 2021 earnings report, its revenue climbed to $28.6 billion, representing a 64% increase. Alibaba also reported 811 million annual active consumers in <a href=\"https://laohu8.com/S/CAAS\">China</a> which represents an 11% growth year-over-year. This is important because retaining and attracting active consumers would support the company’s business model.</p>\n<p>That said, it has not been a fantastic year for Alibaba this year. The company’s struggle this year was affected by the Chinese government. Alibaba was hit with a record fine of $2.75 billion earlier in April. However, the worst could be over for the company as the Chinese government is slowly shifting its focus to the company’s competitors. So, if you have missed the boat on BABA stock prior to this, could this be the classic buy-on-dip opportunity?</p>\n<p>Chewy Inc</p>\n<p>Last on this list, we have an e-commerce company that specializes in pet products, Chewy. In essence, it provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services. Pet lovers out there could access all these products through its chewy.com retail website, and its mobile applications. The company stock may have been trading sideways since the start of the year. But, it has still climbed by over 70% over the past year.</p>\n<p><img src=\"https://static.tigerbbs.com/15d6c920416f733d0edf62d1148a8061\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p>In June, the company posted its first-quarter financial report that beat analysts’ expectations. Its net sales were $2.14 billion, growing 31.7% year-over-year. Meanwhile, its adjusted EBITDA came in at $77.4 million and its net income was $38.7 million. More importantly, Chewy added 600,000 active customers during the quarter which brings the number of active customers to 19.2 million. All in all, the company is growing in the right direction.</p>\n<p>Furthermore, Chewy also continues to innovate on their popular telehealth service, Connect with a Vet. May’s expansion includes the highly anticipated video consultation feature which allows pre-scheduling virtual vet consultation and extended hours of operation including weekends. With this, customers gain more accessibility to the company’s services and a better experience overall. With that in mind, would CHWY stock make your watchlist?</p>","source":"lsy1603171495471","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>Best E-Commerce Stocks To Buy In July 2021? 4 Names In Focus</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\">\nBest E-Commerce Stocks To Buy In July 2021? 4 Names In Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nasdaq.com/articles/best-e-commerce-stocks-to-buy-in-july-2021-4-names-in-focus-2021-07-02><strong>Nasdaq</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Could These Be The Top E-Commerce Stocks To Watch Right Now?\nE-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the ...</p>\n\n<a href=\"https://www.nasdaq.com/articles/best-e-commerce-stocks-to-buy-in-july-2021-4-names-in-focus-2021-07-02\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHWY":"Chewy, Inc.","BABA":"阿里巴巴","ETSY":"Etsy, Inc.","EBAY":"eBay"},"source_url":"https://www.nasdaq.com/articles/best-e-commerce-stocks-to-buy-in-july-2021-4-names-in-focus-2021-07-02","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170100655","content_text":"Could These Be The Top E-Commerce Stocks To Watch Right Now?\nE-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as Pinterest Inc (NYSE: PINS) even have augmented reality features that would allow you to have a rough idea of what you’re getting.\nThe shift to online shopping has resulted in many emerging e-commerce companies. For example, we have Jumia Technologies (NYSE: JMIA) that aims to be the top online marketplace in the whole of Africa. Perhaps, this should not be overlooked as e-commerce is still a growing sector in Africa. Moreover, JMIA stock has already soared by more than 400% just within the past year. Now, if you are optimistic about the future of e-commerce, here’s a list of fourtop e-commerce stocks to watchin thestock market today.\nBest E-Commerce Stocks To Watch\n\nEtsy Inc(NASDAQ: ETSY)\neBay Inc(NASDAQ: EBAY)\nAlibaba Group Holding Ltd(NYSE: BABA)\nChewy Inc(NYSE: CHWY)\n\nEtsy Inc\nLet us start the list with Etsy. The company operates a marketplace where people globally connect, both online and offline to sell and buy goods. It also offers a range of seller services and tools that help entrepreneurs manage their businesses. As of now, the company’s seller services include Direct Checkout, Promoted Listings, Shipping Labels, and Pattern by Etsy. ETSY stock has risen by over 80% over the past year.\n\nOn Monday, Etsy signed a definitive agreement to acquire Elo7, a privately held marketplace for unique, handmade items, ranked as a top 10 e-commerce site in Brazil. The Elo7 marketplace connects approximately 1.9 million active buyers with approximately 56,000 active sellers and currently has approximately 8 million items for sale. Hence, this deal would establish Etsy’s presence in Latin America, an underpenetrated e-commerce region.\nEtsy is not resting on its laurels. It also signed a definitive agreement to acquire Depop, a purpose-driven marketplace for unique fashion for $1.625 billion earlier in June. Depop is a community-powered marketplace to buy and sell unique fashion, with a mission to build the world’s most diverse and progressive home of fashion. It appears that 90% of Depop’s active users are under the age of 26. So, this could serve as a resale home for Gen Z consumers to the Etsy family. Given all these exciting developments, would you consider investing in ETSY stock?\neBay Inc\nNext, we have one of the industry leaders of e-commerce, eBay. Essentially, the company operates marketplace platforms that connect buyers and sellers globally. This includes its online marketplace at ebay.com and the eBay suite of mobile apps. So, you could buy, sell, and pay for items through various online and offline channels. eBay stock has been one of the better-performing stocks within the e-commerce space this year. It has climbed by over 35% year-to-date.\n\nJust last week, the company announced the completion of the transfer of its Classifieds business to Adevinta in exchange for $2.5 billion cash and a 44% equity stake in Adevinta. This combination will hopefully create a leading global online classifieds business. In the long run, both companies will be primed to benefit from its combined portfolio that may offer additional value for its customers and shareholders.\neBay also had an impressive first quarter to start the year with the highest revenue growth since 2005. Its revenue was $3.0 billion, up 42% on an as-reported basis. There was also increased activity on its platform. Annual active buyers grew by 7%, now at a total of 187 million. Meanwhile, its annual active sellers grew by 8%, for a total of 20 million. We can see that the company is firing on all cylinders as we recover from the global pandemic. With that in mind, would you add EBAY stock to your watchlist?\nAlibaba Group Holding Ltd\nComing up next, we have one of the largest e-commerce companies in the world, Alibaba. The company’s technology infrastructure and marketing reach help merchants and brands to leverage the power of technology to engage its users, and customers to operate. As of today, its three main sites, Taobao, Tmall, and Alibaba.com boast hundreds of millions of users and host millions of merchants and businesses.\n\nFundamentally, the company is as strong as ever. For its fourth-quarter fiscal 2021 earnings report, its revenue climbed to $28.6 billion, representing a 64% increase. Alibaba also reported 811 million annual active consumers in China which represents an 11% growth year-over-year. This is important because retaining and attracting active consumers would support the company’s business model.\nThat said, it has not been a fantastic year for Alibaba this year. The company’s struggle this year was affected by the Chinese government. Alibaba was hit with a record fine of $2.75 billion earlier in April. However, the worst could be over for the company as the Chinese government is slowly shifting its focus to the company’s competitors. So, if you have missed the boat on BABA stock prior to this, could this be the classic buy-on-dip opportunity?\nChewy Inc\nLast on this list, we have an e-commerce company that specializes in pet products, Chewy. In essence, it provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services. Pet lovers out there could access all these products through its chewy.com retail website, and its mobile applications. The company stock may have been trading sideways since the start of the year. But, it has still climbed by over 70% over the past year.\n\nIn June, the company posted its first-quarter financial report that beat analysts’ expectations. Its net sales were $2.14 billion, growing 31.7% year-over-year. Meanwhile, its adjusted EBITDA came in at $77.4 million and its net income was $38.7 million. More importantly, Chewy added 600,000 active customers during the quarter which brings the number of active customers to 19.2 million. All in all, the company is growing in the right direction.\nFurthermore, Chewy also continues to innovate on their popular telehealth service, Connect with a Vet. May’s expansion includes the highly anticipated video consultation feature which allows pre-scheduling virtual vet consultation and extended hours of operation including weekends. With this, customers gain more accessibility to the company’s services and a better experience overall. With that in mind, would CHWY stock make your watchlist?","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155668074,"gmtCreate":1625413067698,"gmtModify":1631890532806,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"A’s for&nbsp;Amazon and Apple 😊","listText":"A’s for&nbsp;Amazon and Apple 😊","text":"A’s for Amazon and Apple 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155668074","repostId":"2148280105","repostType":4,"repost":{"id":"2148280105","pubTimestamp":1625272200,"share":"https://www.laohu8.com/m/news/2148280105?lang=&edition=full","pubTime":"2021-07-03 08:30","market":"us","language":"en","title":"Which Stocks To Buy Now? 5 Consumer Discretionary Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2148280105","media":"StreetInsider","summary":"5 Trending Consumer Discretionary Stocks To Watch Amid Rising Job Numbers \nConsumer discretionary st","content":"<p><b>5 Trending Consumer Discretionary Stocks To Watch Amid Rising Job Numbers </b></p>\n<p>Consumer discretionary stocks could be in focus in the stock market today for several key reasons. Firstly, the June jobs report is in today and the reopening trade could continue to gain. This would be the case as the U.S. economy reportedly added back 850,000 non-farm payrolls throughout June. Notably, the current figures are well above the 720,000 expected by economists. With more consumers getting access to more stable means of income, consumer discretionary spending increases could be worth looking out for. Secondly, star investor Michael Burry from \"The Big Short\" recently took a shot at the meme stocks trade. Burry believes that Reddit-favored meme stocks are set to crash in the short term. Should this be the case, I could see investors turning towards consumer discretionary stocks. After all, they often have less social media hype but cater to the same consumer markets nonetheless.</p>\n<p>If anything, there are numerous consumer discretionary names to choose from across the board now. Whether it is pandemic winners like Roku (NASDAQ: ROKU) or reopening plays such as Tripadvisor (NASDAQ: TRIP), options are plentiful. On <a href=\"https://laohu8.com/S/AONE\">one</a> hand, the shift from cable television to streaming would benefit streaming giants like Roku. On the other hand, increased demand for travel services post-pandemic would fuel investor interest in the likes of Tripadvisor. Now, both company's shares are looking at gains of over 100% in the past year. With all this activity in the consumer discretionary space, you might be keen to invest in some top names yourself. In that case, here are five consumer discretionary stocks to know in the stock market<b> </b>now.</p>\n<p><b>Top Consumer Discretionary Stocks To Watch</b></p>\n<ul>\n <li><b>Amazon.com Inc. </b>(NASDAQ: AMZN)</li>\n <li><b>Apple Inc. </b>(NASDAQ: AAPL)</li>\n <li><b>Carnival Corporation </b>(NYSE: CCL)</li>\n <li><b>Ford Inc. </b>(NYSE: F)</li>\n <li><b>Walt Disney Company </b>(NYSE: DIS)</li>\n</ul>\n<p><b>Amazon Inc. </b></p>\n<p>Amazon is a multinational tech company that focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence. It is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest e-commerce platforms in the world, with over $108.5 billion in net sales in its first quarter. Aside from its e-commerce business, the company is also one of the largest live-streaming and cloud computing platforms. AMZN stock currently trades at $3510.98</p>\n<p>On June 28, 2021, the company was named Swisscom's preferred public cloud provider to accelerate its digital transformation strategy and move towards a cloud-native 5G network. Swisscom is Switzerland's leading telecoms company. In detail, Swisscom will be pursuing a cloud-first strategy and will use AWS to accelerate IT agility, drive operational efficiencies, and accelerate time to market. All things considered, will you buy AMZN stock?</p>\n<p><img src=\"https://stockmarket.com/wp-content/uploads/2021/07/AMZN-Stock.jpg\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p>\n<p><b>Apple Inc.</b></p>\n<p>Apple is a consumer discretionary company that specializes in consumer electronics, software, and online services. It is one of the world's largest technology companies by revenue and also one of the most valuable. The company has a very strong brand loyalty for its premium tech products like the iPhone and Macbook. In a news report by Nikkei Asia, Apple will be one of the first adopters of Taiwan Semiconductor Manufacturing Co's next-generation chip production technology ahead of its deployment next year. The company is currently testing its test designs with TSMC's 3-nm production technology.</p>\n<p>In late April, the company also announced record financial results for its second quarter. Firstly, it posted a March quarter record revenue of $89.6 billion, up by 54% year-over-year. Secondly, the company also reported quarterly earnings per diluted share of $1.40. Luca Maestri, Apple's CFO had this to say, \"<i>These results allowed us to generate operating cash flow of $24 billion and return nearly $23 billion to shareholders during the quarter. We are confident in our future and continue to make significant investments to support our long-term plans and enrich our customers' lives.</i>\" Given the impressive quarter, will you consider buying AAPL stock?</p>\n<p><img src=\"https://stockmarket.com/wp-content/uploads/2021/07/AAPL-stock.jpg\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p>\n<p><b>Carnival Corporation</b></p>\n<p>Carnival is a leading cruise and leisure travel company. Its portfolio of global cruise line brands includes Costa Cruises and AIDA Cruises. It is, in fact, the world's largest cruise company with a fleet of over 80 ships with the capacity to visit over 700 ports around the world. The company also plans to include a total of 16 new ships that are scheduled to be delivered to Carnival's brands through 2025. CCL stock currently trades at $26.06 a share.</p>\n<p>Recently, two of Carnival's ships will be restarting cruises this weekend. Namely, they are Carnival <a href=\"https://laohu8.com/S/VGL.AU\">Vista</a> and Carnival Horizon. This would be a good sign for the company and industry in general as vaccination rollout continues to take place all over the world. In the company's second-quarter financials in June, it provided a business update signaling an aggressive plan to return to full operations by next spring. Carnival says that it has announced 42 ships so far, representing over half of its capacity that has been scheduled to return to serving guests by this fiscal year-end. With this in mind, should you consider buying CCL stock?</p>\n<p><img src=\"https://stockmarket.com/wp-content/uploads/2021/07/CCL-stock.jpg\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p>\n<p><b>Ford Motor Company</b></p>\n<p>Ford is a multinational automaker that is headquartered in Detroit. In essence, the company sells automobile and commercial vehicles under its Ford brand and most luxury cars in the Lincoln brand. It also has joint ventures in China, Thailand, and Russia among others. The company unveiled its Ford+ plan in May to transition to zero-emission electric vehicles (EV). It expects 40% of all its global vehicle volume to be all-electric by 2030. F stock currently trades at $14.93 as of Friday's closing bell.</p>\n<p>Earlier today, the company released its June sales figures. Admittedly, Ford's overall sales came in below analysts' expectations. However, this includes both its conventional combustion engine vehicle and its EV sales. Regarding its EV division, Ford continues to see massive momentum now. To highlight, the company revealed that it's June EV vehicle sales are up by 117% year-over-year. Ideally, these encouraging figures could support Ford's plans to electrify its entire portfolio by 2030. Given all of this, would you consider F stock worth owning now?</p>\n<p><img src=\"https://stockmarket.com/wp-content/uploads/2021/07/F-stock.jpg\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p>\n<p><b>Walt Disney Company</b></p>\n<p>Topping off our list today is the Walt Disney Company. Now, few companies can boast a consumer-focused portfolio as legendary as Disney's. When it comes to mass media entertainment, Disney is arguably an industry titan. From its timeless fairy tale classics to its modern-day star-studded IPs, Disney caters to consumers of all ages. More importantly, the company knows how to make the most of its massive media library in today's market. Evidently, Disney continues to bolster operations in both its tourism and video streaming divisions now.</p>\n<p>For starters, Disney revealed that it will be bringing back its early entry park tickets for resort guests starting October. This would line up nicely with the park's 50th-anniversary celebration. It seems that Disney is more than keen to open its doors to eager tourists now. At the same time, the company's Disney+ boasts an impressive line-up of new releases this month as well. Namely, viewers will be treated to more content from Disney's ongoing Marvel and Star Wars-related series. On top of that, the next Marvel blockbuster movie, Black Widow will also be premiering on the platform. Overall, Disney is making plays on both stay-at-home and reopening trends in the consumer market today. Would this make DIS stock a top buy for you now?</p>\n<p><img src=\"https://stockmarket.com/wp-content/uploads/2021/07/DIS-stock.jpg\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS<img src=\"https://static.tigerbbs.com/5ccacb26412d87d32e37c8b093dc9ca2\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_streetinsider","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>Which Stocks To Buy Now? 5 Consumer Discretionary Stocks To Watch</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\">\nWhich Stocks To Buy Now? 5 Consumer Discretionary Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18641758><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 Trending Consumer Discretionary Stocks To Watch Amid Rising Job Numbers \nConsumer discretionary stocks could be in focus in the stock market today for several key reasons. Firstly, the June jobs ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18641758\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","CCL":"嘉年华邮轮","DIS":"迪士尼"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18641758","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148280105","content_text":"5 Trending Consumer Discretionary Stocks To Watch Amid Rising Job Numbers \nConsumer discretionary stocks could be in focus in the stock market today for several key reasons. Firstly, the June jobs report is in today and the reopening trade could continue to gain. This would be the case as the U.S. economy reportedly added back 850,000 non-farm payrolls throughout June. Notably, the current figures are well above the 720,000 expected by economists. With more consumers getting access to more stable means of income, consumer discretionary spending increases could be worth looking out for. Secondly, star investor Michael Burry from \"The Big Short\" recently took a shot at the meme stocks trade. Burry believes that Reddit-favored meme stocks are set to crash in the short term. Should this be the case, I could see investors turning towards consumer discretionary stocks. After all, they often have less social media hype but cater to the same consumer markets nonetheless.\nIf anything, there are numerous consumer discretionary names to choose from across the board now. Whether it is pandemic winners like Roku (NASDAQ: ROKU) or reopening plays such as Tripadvisor (NASDAQ: TRIP), options are plentiful. On one hand, the shift from cable television to streaming would benefit streaming giants like Roku. On the other hand, increased demand for travel services post-pandemic would fuel investor interest in the likes of Tripadvisor. Now, both company's shares are looking at gains of over 100% in the past year. With all this activity in the consumer discretionary space, you might be keen to invest in some top names yourself. In that case, here are five consumer discretionary stocks to know in the stock market now.\nTop Consumer Discretionary Stocks To Watch\n\nAmazon.com Inc. (NASDAQ: AMZN)\nApple Inc. (NASDAQ: AAPL)\nCarnival Corporation (NYSE: CCL)\nFord Inc. (NYSE: F)\nWalt Disney Company (NYSE: DIS)\n\nAmazon Inc. \nAmazon is a multinational tech company that focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence. It is one of the largest e-commerce platforms in the world, with over $108.5 billion in net sales in its first quarter. Aside from its e-commerce business, the company is also one of the largest live-streaming and cloud computing platforms. AMZN stock currently trades at $3510.98\nOn June 28, 2021, the company was named Swisscom's preferred public cloud provider to accelerate its digital transformation strategy and move towards a cloud-native 5G network. Swisscom is Switzerland's leading telecoms company. In detail, Swisscom will be pursuing a cloud-first strategy and will use AWS to accelerate IT agility, drive operational efficiencies, and accelerate time to market. All things considered, will you buy AMZN stock?\nSource: TD Ameritrade TOS\nApple Inc.\nApple is a consumer discretionary company that specializes in consumer electronics, software, and online services. It is one of the world's largest technology companies by revenue and also one of the most valuable. The company has a very strong brand loyalty for its premium tech products like the iPhone and Macbook. In a news report by Nikkei Asia, Apple will be one of the first adopters of Taiwan Semiconductor Manufacturing Co's next-generation chip production technology ahead of its deployment next year. The company is currently testing its test designs with TSMC's 3-nm production technology.\nIn late April, the company also announced record financial results for its second quarter. Firstly, it posted a March quarter record revenue of $89.6 billion, up by 54% year-over-year. Secondly, the company also reported quarterly earnings per diluted share of $1.40. Luca Maestri, Apple's CFO had this to say, \"These results allowed us to generate operating cash flow of $24 billion and return nearly $23 billion to shareholders during the quarter. We are confident in our future and continue to make significant investments to support our long-term plans and enrich our customers' lives.\" Given the impressive quarter, will you consider buying AAPL stock?\nSource: TD Ameritrade TOS\nCarnival Corporation\nCarnival is a leading cruise and leisure travel company. Its portfolio of global cruise line brands includes Costa Cruises and AIDA Cruises. It is, in fact, the world's largest cruise company with a fleet of over 80 ships with the capacity to visit over 700 ports around the world. The company also plans to include a total of 16 new ships that are scheduled to be delivered to Carnival's brands through 2025. CCL stock currently trades at $26.06 a share.\nRecently, two of Carnival's ships will be restarting cruises this weekend. Namely, they are Carnival Vista and Carnival Horizon. This would be a good sign for the company and industry in general as vaccination rollout continues to take place all over the world. In the company's second-quarter financials in June, it provided a business update signaling an aggressive plan to return to full operations by next spring. Carnival says that it has announced 42 ships so far, representing over half of its capacity that has been scheduled to return to serving guests by this fiscal year-end. With this in mind, should you consider buying CCL stock?\nSource: TD Ameritrade TOS\nFord Motor Company\nFord is a multinational automaker that is headquartered in Detroit. In essence, the company sells automobile and commercial vehicles under its Ford brand and most luxury cars in the Lincoln brand. It also has joint ventures in China, Thailand, and Russia among others. The company unveiled its Ford+ plan in May to transition to zero-emission electric vehicles (EV). It expects 40% of all its global vehicle volume to be all-electric by 2030. F stock currently trades at $14.93 as of Friday's closing bell.\nEarlier today, the company released its June sales figures. Admittedly, Ford's overall sales came in below analysts' expectations. However, this includes both its conventional combustion engine vehicle and its EV sales. Regarding its EV division, Ford continues to see massive momentum now. To highlight, the company revealed that it's June EV vehicle sales are up by 117% year-over-year. Ideally, these encouraging figures could support Ford's plans to electrify its entire portfolio by 2030. Given all of this, would you consider F stock worth owning now?\nSource: TD Ameritrade TOS\nWalt Disney Company\nTopping off our list today is the Walt Disney Company. Now, few companies can boast a consumer-focused portfolio as legendary as Disney's. When it comes to mass media entertainment, Disney is arguably an industry titan. From its timeless fairy tale classics to its modern-day star-studded IPs, Disney caters to consumers of all ages. More importantly, the company knows how to make the most of its massive media library in today's market. Evidently, Disney continues to bolster operations in both its tourism and video streaming divisions now.\nFor starters, Disney revealed that it will be bringing back its early entry park tickets for resort guests starting October. This would line up nicely with the park's 50th-anniversary celebration. It seems that Disney is more than keen to open its doors to eager tourists now. At the same time, the company's Disney+ boasts an impressive line-up of new releases this month as well. Namely, viewers will be treated to more content from Disney's ongoing Marvel and Star Wars-related series. On top of that, the next Marvel blockbuster movie, Black Widow will also be premiering on the platform. Overall, Disney is making plays on both stay-at-home and reopening trends in the consumer market today. Would this make DIS stock a top buy for you now?\nSource: TD Ameritrade TOS","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152483781,"gmtCreate":1625327191143,"gmtModify":1631890532821,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"😯 🤩&nbsp;","listText":"😯 🤩&nbsp;","text":"😯 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152483781","repostId":"1133195819","repostType":4,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156737400,"gmtCreate":1625236495100,"gmtModify":1631890532834,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"🍎 it’s in control 💪🏻","listText":"🍎 it’s in control 💪🏻","text":"🍎 it’s in control 💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156737400","repostId":"2148803897","repostType":4,"repost":{"id":"2148803897","pubTimestamp":1625236211,"share":"https://www.laohu8.com/m/news/2148803897?lang=&edition=full","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Apple Could Become Google's Biggest Cloud Customer","url":"https://stock-news.laohu8.com/highlight/detail?id=2148803897","media":"Motley Fool","summary":"Apple could increase its spending on Google Cloud by 50% this year.","content":"<p><b>Apple</b> (NASDAQ:AAPL) and <b>Alphabet</b>'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google compete against each other in mobile operating systems, smartphones, smart speakers, streaming media services, digital payments, and other growing markets. However, Apple is also <a href=\"https://laohu8.com/S/AONE\">one</a> of Google's top customers.</p>\n<p>Five years ago, Apple signed a deal with Google Cloud to host some of its iCloud services. The details weren't disclosed, but it was considered a loss for <b>Amazon</b> (NASDAQ:AMZN) Web Services (AWS) and <b>Microsoft</b>'s (NASDAQ:MSFT) Azure, which previously hosted most of Apple's iCloud services.</p>\n<p>Many people wondered if the deal would last. However, digital media newssite <i>The Information </i>recently claimed Apple would boost its spending on Google Cloud by 50% this year and become Google's largest enterprise cloud storage customer. Let's see what this expanded deal could mean for both tech giants.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc0db7aae99872ee508b75351882fff1\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Why doesn't Apple build its own cloud platform?</h2>\n<p>Back in 2016, a <i>Re/code</i> report claimed Apple was mulling the development of its own cloud infrastructure platform and estimated it could break even on its own data centers in \"about three years.\"</p>\n<p>That cloud independence would eliminate Apple's dependence on Amazon, Microsoft, and Google, which all compete against Apple in certain markets. It could also support its expansion into next-gen industries, including connected cars, augmented reality devices, and smart home appliances.</p>\n<p>However, Apple also has tremendous bargaining power in securing favorable contracts with the big three cloud platforms. Just as it splits its component orders and manufacturing contracts between different companies, Apple can shop around for the best cloud hosting deals.</p>\n<p>Apple also charges users fees for additional iCloud storage. So as long as that incoming revenue offsets its cloud hosting payments to Google Cloud, AWS, and Azure, it might be more economical to maintain the status quo instead of building a first-party cloud infrastructure platform.</p>\n<p><i>The Information</i> claims Apple will spend about $300 million on Google's cloud storage services this year -- but that would only equal 0.08% of Apple's estimated revenue this year.</p>\n<h2>Will higher spending from Apple actually help Google?</h2>\n<p>Google Cloud's revenue rose 53% to $8.9 billion in 2019 and grew 46% to $13.1 billion -- or 7% of Alphabet's top line -- in 2020. That robust growth was supported by a growing list of customers, including <b>Target</b>, <b>Home Depot</b>, <b>P&amp;G</b>, <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>, and<b> <a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>.</p>\n<p>Many retailers didn't want to feed Amazon's most profitable business unit, while some tech companies didn't want to tether themselves to Microsoft's sprawling software ecosystem. For those enterprise customers, Google Cloud seemed to be an attractive alternative.</p>\n<p>However, Google Cloud controlled just 7% of the global cloud infrastructure market in the first quarter of 2021, according to Canalys. AWS controlled 32% of the market, while Azure ranked second with a 19% share.</p>\n<p>Google Cloud also isn't profitable yet. Its operating loss widened from $4.3 billion in 2018 to $4.6 billion in 2019, then widened again to $5.6 billion in 2020. AWS is consistently profitable, while Microsoft doesn't disclose Azure's exact revenue or operating profits.</p>\n<p>These numbers suggest Apple would likely secure the cheapest cloud hosting rates from Google, which needs to gain more partnerships to keep pace with AWS and Azure. That might be great news for Apple, but bad news for Google Cloud's operating profits.</p>\n<h2>The key takeaways</h2>\n<p><i>The Information</i> claims Apple's increased cloud spending could make it Google Cloud's \"largest\" corporate client, but $300 million only equals 2% of Google's total cloud revenue last year. Apple is still likely hosting a lot of its iCloud services on AWS and Azure, so the report doesn't necessarily mean Google Cloud will become Apple's preferred cloud provider.</p>\n<p>Instead, this report indicates it's smarter for Apple to pit the three cloud platform kings against each other to gain favorable hosting prices than it is to build its own cloud infrastructure. It also suggests that Google Cloud -- which likely has significantly less pricing power than AWS and Azure -- could remain unprofitable for the foreseeable future.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Could Become Google's Biggest Cloud Customer</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 Could Become Google's Biggest Cloud Customer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/02/apple-could-become-google-biggest-cloud-customer/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (NASDAQ:AAPL) and Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google compete against each other in mobile operating systems, smartphones, smart speakers, streaming media services, digital payments, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/02/apple-could-become-google-biggest-cloud-customer/\">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","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2021/07/02/apple-could-become-google-biggest-cloud-customer/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148803897","content_text":"Apple (NASDAQ:AAPL) and Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google compete against each other in mobile operating systems, smartphones, smart speakers, streaming media services, digital payments, and other growing markets. However, Apple is also one of Google's top customers.\nFive years ago, Apple signed a deal with Google Cloud to host some of its iCloud services. The details weren't disclosed, but it was considered a loss for Amazon (NASDAQ:AMZN) Web Services (AWS) and Microsoft's (NASDAQ:MSFT) Azure, which previously hosted most of Apple's iCloud services.\nMany people wondered if the deal would last. However, digital media newssite The Information recently claimed Apple would boost its spending on Google Cloud by 50% this year and become Google's largest enterprise cloud storage customer. Let's see what this expanded deal could mean for both tech giants.\nImage source: Getty Images.\nWhy doesn't Apple build its own cloud platform?\nBack in 2016, a Re/code report claimed Apple was mulling the development of its own cloud infrastructure platform and estimated it could break even on its own data centers in \"about three years.\"\nThat cloud independence would eliminate Apple's dependence on Amazon, Microsoft, and Google, which all compete against Apple in certain markets. It could also support its expansion into next-gen industries, including connected cars, augmented reality devices, and smart home appliances.\nHowever, Apple also has tremendous bargaining power in securing favorable contracts with the big three cloud platforms. Just as it splits its component orders and manufacturing contracts between different companies, Apple can shop around for the best cloud hosting deals.\nApple also charges users fees for additional iCloud storage. So as long as that incoming revenue offsets its cloud hosting payments to Google Cloud, AWS, and Azure, it might be more economical to maintain the status quo instead of building a first-party cloud infrastructure platform.\nThe Information claims Apple will spend about $300 million on Google's cloud storage services this year -- but that would only equal 0.08% of Apple's estimated revenue this year.\nWill higher spending from Apple actually help Google?\nGoogle Cloud's revenue rose 53% to $8.9 billion in 2019 and grew 46% to $13.1 billion -- or 7% of Alphabet's top line -- in 2020. That robust growth was supported by a growing list of customers, including Target, Home Depot, P&G, PayPal, and Twitter.\nMany retailers didn't want to feed Amazon's most profitable business unit, while some tech companies didn't want to tether themselves to Microsoft's sprawling software ecosystem. For those enterprise customers, Google Cloud seemed to be an attractive alternative.\nHowever, Google Cloud controlled just 7% of the global cloud infrastructure market in the first quarter of 2021, according to Canalys. AWS controlled 32% of the market, while Azure ranked second with a 19% share.\nGoogle Cloud also isn't profitable yet. Its operating loss widened from $4.3 billion in 2018 to $4.6 billion in 2019, then widened again to $5.6 billion in 2020. AWS is consistently profitable, while Microsoft doesn't disclose Azure's exact revenue or operating profits.\nThese numbers suggest Apple would likely secure the cheapest cloud hosting rates from Google, which needs to gain more partnerships to keep pace with AWS and Azure. That might be great news for Apple, but bad news for Google Cloud's operating profits.\nThe key takeaways\nThe Information claims Apple's increased cloud spending could make it Google Cloud's \"largest\" corporate client, but $300 million only equals 2% of Google's total cloud revenue last year. Apple is still likely hosting a lot of its iCloud services on AWS and Azure, so the report doesn't necessarily mean Google Cloud will become Apple's preferred cloud provider.\nInstead, this report indicates it's smarter for Apple to pit the three cloud platform kings against each other to gain favorable hosting prices than it is to build its own cloud infrastructure. It also suggests that Google Cloud -- which likely has significantly less pricing power than AWS and Azure -- could remain unprofitable for the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158270510,"gmtCreate":1625153013930,"gmtModify":1631890532843,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158270510","repostId":"2148284558","repostType":2,"repost":{"id":"2148284558","pubTimestamp":1625150001,"share":"https://www.laohu8.com/m/news/2148284558?lang=&edition=full","pubTime":"2021-07-01 22:33","market":"us","language":"en","title":"Buy This Stock Before It Turns Into a Top 5G Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2148284558","media":"Motley Fool","summary":"This tech stock is already enjoying terrific growth and 5G could give it a big shot in the arm.","content":"<p><b>NVIDIA</b> (NASDAQ:NVDA) has been red-hot this year. The graphics specialist has delivered stunning growth in revenue and earnings on account of tremendous demand from the video gaming and data center businesses. The secular growth opportunities in these two markets make NVIDIA <a href=\"https://laohu8.com/S/AONE\">one</a> of the top growth stocks to buy right now, as they sent the company's revenue up 84% year over year last quarter to $5.66 billion.</p>\n<p>However, another reason why investors should consider loading up on NVIDIA stock is because of the moves it is making in the 5G wireless space, which should give its data center business a huge shot in the arm. NVIDIA has already trained its sights on the 5G market, and its latest announcements indicate that its development efforts are gaining currency with key customers. Let's take a look at how NVIDIA is working its way toward a lucrative opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8631d842871b65971f4f12eaf18b35b9\" tg-width=\"700\" tg-height=\"480\"><span>Image source: Getty Images.</span></p>\n<h2>NVIDIA is expanding its AI-on-5G ecosystem</h2>\n<p>NVIDIA's 5G play is aimed at using the blazing-fast speeds brought by the new wireless standard in the field of artificial intelligence (AI). The chipmaker has been making steady progress on this front, announcing a slew of partnerships in April with a bunch of companies for the development of an AI-on-5G platform. This AI-on-5G platform powered by NVIDIA's Aerial application framework aims to accelerate the deployment of edge AI services with the help of fast 5G speeds.</p>\n<p>NVIDIA has now taken a couple of steps to encourage the adoption of its Aerial platform, which the company says is \"an application framework for building high performance, software-defined, cloud-native 5G applications to address increasing consumer demand.\"</p>\n<p>First, NVIDIA announced the launch of an AI-on-5G innovation lab in partnership with <b>Alphabet</b>'s&nbsp; Google Cloud. NVIDIA aims to help network operators and infrastructure providers take advantage of the hardware and software platforms provided by this lab to \"create new profit centers built on AI and machine learning.\"</p>\n<p>Put simply, the lab is meant to accelerate the deployment of smart factories, smart cities, and other applications based on 5G and AI. NVIDIA says that its partners will start developing solutions using the innovation lab in the second half of the year.</p>\n<p>The second move made by NVIDIA should increase the reach of the Aerial AI-on-5G platform. Aerial will now support Arm-based CPUs (central processing units) in addition to x86 processors. This is a smart move, as major cloud service providers such as <b>Amazon</b>, <b>Alibaba</b>, <b>Microsoft</b>, and <b>Oracle</b>, among others, are running Arm-based chips in their servers. It is worth noting that the revenue of ARM-based servers shot up 430% year over year in the third quarter of 2020, as per IDC's estimates, followed by a 345% spike&nbsp;in the first quarter of 2021.</p>\n<p>All of this indicates that NVIDIA is preparing to take advantage of the intersection of 5G wireless technology and AI, a combination that could spawn a huge revenue opportunity. According&nbsp;to Frost &amp; Sullivan, the market for AI, memory, and power amplifier semiconductors within the 5G space could be worth $15 billion by 2025, clocking a compound annual growth rate (CAGR) of 74% during the forecast period. That's a huge jump from just $537 million in revenue last year, so NVIDIA is sitting on a massive catalyst.</p>\n<h2>Playing the long game</h2>\n<p>However, investors shouldn't expect NVIDIA's 5G opportunity to start contributing immediately to its top and bottom lines. NVIDIA has already said that partners will only start developing on the AI-on-5G innovation lab in the second half of 2021, while the Aerial A100 AI-on-5G platform that supports Arm CPUs will only be available in the first half&nbsp;of 2022.</p>\n<p>So there's still some time before 5G starts making a meaningful contribution to NVIDIA's finances. But there is a great incentive for investors to buy the stock right away instead of waiting for the 5G catalyst to kick in. That's because NVIDIA looks set to sustain its high levels of growth in the future thanks to the strength of its two main businesses.</p>\n<p>Meanwhile, the company is also setting itself up for long-term growth in the automotive market. Not surprisingly, analysts estimate NVIDIA's earnings to grow at more than 26% annually&nbsp;for the next five years.</p>\n<p>As such, there are several reasons why NVIDIA is a top tech stock that's worth buying right now, and the huge 5G catalyst is likely to amplify its astronomic growth once it kicks in.</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>Buy This Stock Before It Turns Into a Top 5G Play</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\">\nBuy This Stock Before It Turns Into a Top 5G Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 22:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/01/buy-stock-before-turns-into-top-5g-play-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA (NASDAQ:NVDA) has been red-hot this year. The graphics specialist has delivered stunning growth in revenue and earnings on account of tremendous demand from the video gaming and data center ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/01/buy-stock-before-turns-into-top-5g-play-nvidia/\">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/2021/07/01/buy-stock-before-turns-into-top-5g-play-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148284558","content_text":"NVIDIA (NASDAQ:NVDA) has been red-hot this year. The graphics specialist has delivered stunning growth in revenue and earnings on account of tremendous demand from the video gaming and data center businesses. The secular growth opportunities in these two markets make NVIDIA one of the top growth stocks to buy right now, as they sent the company's revenue up 84% year over year last quarter to $5.66 billion.\nHowever, another reason why investors should consider loading up on NVIDIA stock is because of the moves it is making in the 5G wireless space, which should give its data center business a huge shot in the arm. NVIDIA has already trained its sights on the 5G market, and its latest announcements indicate that its development efforts are gaining currency with key customers. Let's take a look at how NVIDIA is working its way toward a lucrative opportunity.\nImage source: Getty Images.\nNVIDIA is expanding its AI-on-5G ecosystem\nNVIDIA's 5G play is aimed at using the blazing-fast speeds brought by the new wireless standard in the field of artificial intelligence (AI). The chipmaker has been making steady progress on this front, announcing a slew of partnerships in April with a bunch of companies for the development of an AI-on-5G platform. This AI-on-5G platform powered by NVIDIA's Aerial application framework aims to accelerate the deployment of edge AI services with the help of fast 5G speeds.\nNVIDIA has now taken a couple of steps to encourage the adoption of its Aerial platform, which the company says is \"an application framework for building high performance, software-defined, cloud-native 5G applications to address increasing consumer demand.\"\nFirst, NVIDIA announced the launch of an AI-on-5G innovation lab in partnership with Alphabet's  Google Cloud. NVIDIA aims to help network operators and infrastructure providers take advantage of the hardware and software platforms provided by this lab to \"create new profit centers built on AI and machine learning.\"\nPut simply, the lab is meant to accelerate the deployment of smart factories, smart cities, and other applications based on 5G and AI. NVIDIA says that its partners will start developing solutions using the innovation lab in the second half of the year.\nThe second move made by NVIDIA should increase the reach of the Aerial AI-on-5G platform. Aerial will now support Arm-based CPUs (central processing units) in addition to x86 processors. This is a smart move, as major cloud service providers such as Amazon, Alibaba, Microsoft, and Oracle, among others, are running Arm-based chips in their servers. It is worth noting that the revenue of ARM-based servers shot up 430% year over year in the third quarter of 2020, as per IDC's estimates, followed by a 345% spike in the first quarter of 2021.\nAll of this indicates that NVIDIA is preparing to take advantage of the intersection of 5G wireless technology and AI, a combination that could spawn a huge revenue opportunity. According to Frost & Sullivan, the market for AI, memory, and power amplifier semiconductors within the 5G space could be worth $15 billion by 2025, clocking a compound annual growth rate (CAGR) of 74% during the forecast period. That's a huge jump from just $537 million in revenue last year, so NVIDIA is sitting on a massive catalyst.\nPlaying the long game\nHowever, investors shouldn't expect NVIDIA's 5G opportunity to start contributing immediately to its top and bottom lines. NVIDIA has already said that partners will only start developing on the AI-on-5G innovation lab in the second half of 2021, while the Aerial A100 AI-on-5G platform that supports Arm CPUs will only be available in the first half of 2022.\nSo there's still some time before 5G starts making a meaningful contribution to NVIDIA's finances. But there is a great incentive for investors to buy the stock right away instead of waiting for the 5G catalyst to kick in. That's because NVIDIA looks set to sustain its high levels of growth in the future thanks to the strength of its two main businesses.\nMeanwhile, the company is also setting itself up for long-term growth in the automotive market. Not surprisingly, analysts estimate NVIDIA's earnings to grow at more than 26% annually for the next five years.\nAs such, there are several reasons why NVIDIA is a top tech stock that's worth buying right now, and the huge 5G catalyst is likely to amplify its astronomic growth once it kicks in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158270100,"gmtCreate":1625152988900,"gmtModify":1631890532857,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"❤️ <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>💎","listText":"❤️ <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>💎","text":"❤️ $NVIDIA Corp(NVDA)$💎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158270100","repostId":"2148051825","repostType":2,"repost":{"id":"2148051825","pubTimestamp":1625148286,"share":"https://www.laohu8.com/m/news/2148051825?lang=&edition=full","pubTime":"2021-07-01 22:04","market":"us","language":"en","title":"Is NVIDIA Headed to $900? 3 Things to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2148051825","media":"Motley Fool","summary":"The growth opportunities are mounting for this leading chipmaker.","content":"<p>Shares of <b>NVIDIA</b> (NASDAQ:NVDA) have climbed by 31% since the semiconductor company unveiled its newest data center chips at its investor day on April 12. The stock closed trading on Tuesday at $801, and some analysts think it can go even higher.</p>\n<p>The analysts covering NVIDIA for <b>Bank of America</b>&nbsp;and <b>Raymond James</b> have both set a $900 price target on the stock, &nbsp;citing the company's momentum in the data center segment.&nbsp;What's more, NVIDIA recently received good news on its efforts to get its $40 billion acquisition of <b>SoftBank Group</b>'s (OTC:SFTBF) (OTC:SOBK.Y) Arm Holdings approved in the U.K., with three major Arm customers giving the deal a thumbs-up.</p>\n<p>Still, with its shares trading at a steep price-to-earnings ratio of 94, it's necessary to ask: Has the stock price risen too far, too fast? Here are three things investors considering buying NVIDIA shares now need to know about its growth prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a68c3ef593a36cf4b1a4d427edb80dcc\" tg-width=\"700\" tg-height=\"437\"><span>NVIDIA's Grace chip is the company's first CPU designed for the data center. Image source: NVIDIA.</span></p>\n<h2>1. Data center growth could explode</h2>\n<p>Selling graphics cards to gamers is still NVIDIA's largest revenue source, but analysts are more bullish about its prospects in the data center space. Bank of America Securities analyst Vivek Arya expects the data center segment to overtake gaming, bringing in an estimated $30 billion in revenue annually by 2025. Over the last four quarters, the data center segment generated $7.6 billion, so there are huge growth expectations here, which helps explain why the stock price is rocketing higher.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Segment</th>\n   <th>Q1 Fiscal 2022</th>\n   <th>Q1 Fiscal 2021</th>\n   <th>Growth (Decline)</th>\n  </tr>\n  <tr>\n   <td>Gaming</td>\n   <td>$2.76 billion</td>\n   <td>$1.34 billion</td>\n   <td>106%</td>\n  </tr>\n  <tr>\n   <td>Data center</td>\n   <td>$2.05 billion</td>\n   <td>$1.14 billion</td>\n   <td>79%</td>\n  </tr>\n  <tr>\n   <td>Pro visualization</td>\n   <td>$372 million</td>\n   <td>$307 million</td>\n   <td>21%</td>\n  </tr>\n  <tr>\n   <td>Automotive</td>\n   <td>$154 million</td>\n   <td>$155 million</td>\n   <td>(0.65%)</td>\n  </tr>\n  <tr>\n   <td>OEM and other</td>\n   <td>$327 million</td>\n   <td>$138 million</td>\n   <td>136%</td>\n  </tr>\n  <tr>\n   <td>Total</td>\n   <td>$5.66 billion</td>\n   <td>$3.08 billion</td>\n   <td>84%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: NVIDIA. NVIDIA's fiscal year runs through January.</p>\n<p>NVIDIA's graphics processing units (GPUs) are used for a range of high-performance computing tasks, such as powering live-streamed video, artificial intelligence (AI) assistants, weather forecasting, medical imaging, and even fraud detection in financial services. At the company's 2021 investor day, NVIDIA unveiled its BlueField-3 data processing unit (DPU), which it built specifically for AI and accelerated computing. BlueField-3 delivers performance that is equivalent to up to 300 CPU cores.</p>\n<p>NVIDIA's guidance for its fiscal second quarter calls for another record period of gaming and data center revenue.&nbsp;Analysts expect NVIDIA to report revenue growth of 49% for the current fiscal year.</p>\n<h2>2. Chances of the Arm acquisition's approval are increasing</h2>\n<p>Meanwhile, NVIDIA is making progress to get its proposed acquisition of Arm Holdings approved by regulators. It needs agreement from the U.K., China, the European Union, and the U.S., and when it announced the deal in September, it initially said getting all the necessary agencies to sign on could take about 18 months.</p>\n<p>Three top customers of Arm -- <b>Broadcom</b>, <b>MediaTek</b>, and <b>Marvell Technology</b>&nbsp;-- recently threw their support behind the deal, which significantly raises the chances that NVIDIA will receive approval from the U.K.</p>\n<p>Some other chip companies might feel that NVIDIA would have too much power if the acquisition goes through. Arm's chip designs are used in all kinds of electronic devices, including most smartphones and digital TVs. Citi analyst Atif Malik previously said there was only a 10% chance that NVIDIA would walk away with Arm, but after the recent show of support by top customers, Malik now sees a 30% chance that the deal will be successfully completed.</p>\n<p>But NVIDIA still faces hurdles, especially in China, where Arm has a subsidiary that is partly owned by institutional investors in the region. Moreover, Arm's China business has been going through a leadership change, which complicates the deal being approved.</p>\n<p>Despite these obstacles, NVIDIA CFO Colette Kress said at an investor conference in early June that \"we are still expecting in the early part of 2022 to complete the acquisition of Arm.\"</p>\n<h2>3. NVIDIA has plenty of growth opportunities without the Arm acquisition</h2>\n<p>The addition of Arm would be a huge boost for NVIDIA, as it would allow the two companies to enter new markets that Arm's technology hasn't penetrated yet, such as data centers, the Internet of Things, and embedded devices.</p>\n<p>As the chances for that deal occurring increase, growth estimates are creeping higher for NVIDIA's revenue and earnings per share. Analysts currently expect NVIDIA to report nearly $30 billion in total annual revenue by fiscal 2023 and EPS of $19.85.&nbsp;The stock is currently trading at a forward P/E of 40 based on fiscal 2023 projections, which is high for a semiconductor stock.</p>\n<p>Even without Arm, the company is still well positioned for long-term growth. With the debut of NVIDIA's first data center CPU (Grace), the company now has a trio of products across CPUs, DPUs, and GPUs to pursue an estimated $100 billion opportunity in the data center market.</p>\n<p>Given these massive growth opportunities, I believe NVIDIA shares are still a buy at current prices. If you buy shares and hold them for the long term, they should deliver a satisfactory return on your investment.</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 NVIDIA Headed to $900? 3 Things to Know</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 NVIDIA Headed to $900? 3 Things to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 22:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/01/is-nvidia-headed-to-900-2-things-to-know/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of NVIDIA (NASDAQ:NVDA) have climbed by 31% since the semiconductor company unveiled its newest data center chips at its investor day on April 12. The stock closed trading on Tuesday at $801, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/01/is-nvidia-headed-to-900-2-things-to-know/\">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/2021/07/01/is-nvidia-headed-to-900-2-things-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148051825","content_text":"Shares of NVIDIA (NASDAQ:NVDA) have climbed by 31% since the semiconductor company unveiled its newest data center chips at its investor day on April 12. The stock closed trading on Tuesday at $801, and some analysts think it can go even higher.\nThe analysts covering NVIDIA for Bank of America and Raymond James have both set a $900 price target on the stock,  citing the company's momentum in the data center segment. What's more, NVIDIA recently received good news on its efforts to get its $40 billion acquisition of SoftBank Group's (OTC:SFTBF) (OTC:SOBK.Y) Arm Holdings approved in the U.K., with three major Arm customers giving the deal a thumbs-up.\nStill, with its shares trading at a steep price-to-earnings ratio of 94, it's necessary to ask: Has the stock price risen too far, too fast? Here are three things investors considering buying NVIDIA shares now need to know about its growth prospects.\nNVIDIA's Grace chip is the company's first CPU designed for the data center. Image source: NVIDIA.\n1. Data center growth could explode\nSelling graphics cards to gamers is still NVIDIA's largest revenue source, but analysts are more bullish about its prospects in the data center space. Bank of America Securities analyst Vivek Arya expects the data center segment to overtake gaming, bringing in an estimated $30 billion in revenue annually by 2025. Over the last four quarters, the data center segment generated $7.6 billion, so there are huge growth expectations here, which helps explain why the stock price is rocketing higher.\n\n\n\nSegment\nQ1 Fiscal 2022\nQ1 Fiscal 2021\nGrowth (Decline)\n\n\nGaming\n$2.76 billion\n$1.34 billion\n106%\n\n\nData center\n$2.05 billion\n$1.14 billion\n79%\n\n\nPro visualization\n$372 million\n$307 million\n21%\n\n\nAutomotive\n$154 million\n$155 million\n(0.65%)\n\n\nOEM and other\n$327 million\n$138 million\n136%\n\n\nTotal\n$5.66 billion\n$3.08 billion\n84%\n\n\n\nData source: NVIDIA. NVIDIA's fiscal year runs through January.\nNVIDIA's graphics processing units (GPUs) are used for a range of high-performance computing tasks, such as powering live-streamed video, artificial intelligence (AI) assistants, weather forecasting, medical imaging, and even fraud detection in financial services. At the company's 2021 investor day, NVIDIA unveiled its BlueField-3 data processing unit (DPU), which it built specifically for AI and accelerated computing. BlueField-3 delivers performance that is equivalent to up to 300 CPU cores.\nNVIDIA's guidance for its fiscal second quarter calls for another record period of gaming and data center revenue. Analysts expect NVIDIA to report revenue growth of 49% for the current fiscal year.\n2. Chances of the Arm acquisition's approval are increasing\nMeanwhile, NVIDIA is making progress to get its proposed acquisition of Arm Holdings approved by regulators. It needs agreement from the U.K., China, the European Union, and the U.S., and when it announced the deal in September, it initially said getting all the necessary agencies to sign on could take about 18 months.\nThree top customers of Arm -- Broadcom, MediaTek, and Marvell Technology -- recently threw their support behind the deal, which significantly raises the chances that NVIDIA will receive approval from the U.K.\nSome other chip companies might feel that NVIDIA would have too much power if the acquisition goes through. Arm's chip designs are used in all kinds of electronic devices, including most smartphones and digital TVs. Citi analyst Atif Malik previously said there was only a 10% chance that NVIDIA would walk away with Arm, but after the recent show of support by top customers, Malik now sees a 30% chance that the deal will be successfully completed.\nBut NVIDIA still faces hurdles, especially in China, where Arm has a subsidiary that is partly owned by institutional investors in the region. Moreover, Arm's China business has been going through a leadership change, which complicates the deal being approved.\nDespite these obstacles, NVIDIA CFO Colette Kress said at an investor conference in early June that \"we are still expecting in the early part of 2022 to complete the acquisition of Arm.\"\n3. NVIDIA has plenty of growth opportunities without the Arm acquisition\nThe addition of Arm would be a huge boost for NVIDIA, as it would allow the two companies to enter new markets that Arm's technology hasn't penetrated yet, such as data centers, the Internet of Things, and embedded devices.\nAs the chances for that deal occurring increase, growth estimates are creeping higher for NVIDIA's revenue and earnings per share. Analysts currently expect NVIDIA to report nearly $30 billion in total annual revenue by fiscal 2023 and EPS of $19.85. The stock is currently trading at a forward P/E of 40 based on fiscal 2023 projections, which is high for a semiconductor stock.\nEven without Arm, the company is still well positioned for long-term growth. With the debut of NVIDIA's first data center CPU (Grace), the company now has a trio of products across CPUs, DPUs, and GPUs to pursue an estimated $100 billion opportunity in the data center market.\nGiven these massive growth opportunities, I believe NVIDIA shares are still a buy at current prices. If you buy shares and hold them for the long term, they should deliver a satisfactory return on your investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151369301,"gmtCreate":1625064135903,"gmtModify":1631890532868,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151369301","repostId":"1100563900","repostType":2,"repost":{"id":"1100563900","pubTimestamp":1624956396,"share":"https://www.laohu8.com/m/news/1100563900?lang=&edition=full","pubTime":"2021-06-29 16:46","market":"us","language":"en","title":"Facebook: Simply Unstoppable","url":"https://stock-news.laohu8.com/highlight/detail?id=1100563900","media":"seekingalpha","summary":"The #StopHateforProfit Campaign, antitrust allegations, Apple IDFA issue, and a host of other historical issues have not stopped the social media giant and will not stop it.Despite an impressive rally delivering 65% since the start of CY20 and 26% YTD, Facebook remains undervalued relative to its peers and the FAANG stocks with the best forward estimates.The strong moat originating from their sheer user base, and sizeable TAMs in E-commerce, VR/AR, digital assets , cumulatively make for a compel","content":"<p><b>Summary</b></p>\n<ul>\n <li>The #StopHateforProfit Campaign, antitrust allegations, Apple IDFA issue, and a host of other historical issues have not stopped the social media giant and will not stop it.</li>\n <li>Despite an impressive rally delivering 65% since the start of CY20 and 26% YTD, Facebook remains undervalued relative to its peers and the FAANG stocks with the best forward estimates.</li>\n <li>The strong moat originating from their sheer user base, and sizeable TAMs in E-commerce, VR/AR, digital assets (DIEM), cumulatively make for a compelling growth story.</li>\n <li>Although the company is highly controversial and rightfully so, this article focuses more on the quantitative analysis and less on the morals and ethics behind this investment. That, we shall leave to you.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b3414073b72a391e760025594ec111f\" tg-width=\"768\" tg-height=\"528\"><span>nemke/E+ via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Facebook (FB) has had a volatile trading period the past few years with a general uptrend, delivering shareholders nice returns whilst subjecting them to a few major dips which presented investors an opportunity for a steal. Despite the controversy and headline risks every now and then, the company has been able to battle through them and emerge ever so stronger. The company’s financials have been holding up and shows no sign of stoppage anytime soon. In a time as such, with significant uncertainty in the macro environment and inflation fears creeping up, we believe that shifting some of your assets to high cashflow generating companies is a wise strategy that will pay off. Growth and value are 2 different things, and there still exists growth companies that are undervalued and can still generate substantial cashflow, and we believe Facebook is one of them. The company also remains to be one of the more attractive blue-chip stocks compared to the others in the FAANG. We employ a 3–5-year outlook and have been bullish since USD$200/share. Let’s Begin!</p>\n<p><b>What is Facebook</b></p>\n<p>Known to all, Facebook is a social media giant with a family of products including the likes of Facebook, Instagram,WhatsApp, Messenger, and now Oculus. The firm essentially has a stronghold in the social media industry and has an impressive DAP of2.72 BN as of Q1’21and MAP of 3.45 BN.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3d08f4df186c4705a5300f40d6b8a5e\" tg-width=\"640\" tg-height=\"429\"><span>(Source:FB Q1’21 Presentation)</span></p>\n<p>The world has7.874 BNpeople as of the time of this writing and that would mean that 43.8% of all the people in the world use some form of product from Facebook’s portfolio in the past 30 days. On a daily basis, 34.5% of the people in the world use it. If that isn’t a sticky service, nothing really is. If we were to focus on the usage of the Facebook app solely, 23.8% of the world logs into the app daily based on DAUs.</p>\n<p>The firm was founded in 2004 and generates the majority of their revenue from advertisements. If you have watched the social dilemma on Netflix, you would realize that Facebook’s real customer isn’t everyday users. Instead, users are the product, and they are being sold to advertisers. The company has created such an engaging and sticky service that users are more than happy to be using their apps, despite knowing that their data is being sold from one company to another. As appalling as it is, they’re indifferent to it all and still find the value in using the company’s products on a daily basis – keeping in touch with distant relatives, chatting with friends, staying up to date with the latest fashion trends and news… (According to the&nbsp;Pew Research Center, more than a 1/3 of US adults say they get their news regularly from Facebook)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cb9d05bb00f3038cec301c72ef56827\" tg-width=\"608\" tg-height=\"378\"><span>(Source:Pew Research Center)</span></p>\n<p>To Facebook, this is equally as good as the more users, the wider the ‘product’ base that they have to offer their customers - advertisers. Advertisers are also indifferent to how Facebook attains its data, so long as Facebook’s targeting metrics and trackers are working well, the more likely it is that they are able to generate conversions. The more conversions, the more sales for them, the more ads they continue to pay for, the more revenue Facebook generates. Win-Win-Win, their apps are the bait, and the product (users), customers (advertisers), and supplier (Facebook), all walk away winners. It’s a remarkable business model that has stood the test of time and no matter the amount of controversy around the business, founders, and its practices, it isn’t going anywhere anytime soon and for one simple reason: Users likely can’t do without Facebook’s products whether they are willing to admit it or not.</p>\n<p>When we look back in the past to reflect on how the #StopHateForProfit Campaign turned out for the company, it is apparent that the impact it had on the top and bottom line were both minimal. The boycott was one that arose due to Facebook’s bad hate speech regulations and policing, and because of the laissez-faire attitude toward posts from then President, Donald Trump. More than&nbsp;1000 companies publicly committed&nbsp;to boycotting the social media giant in June/July (coinciding with end Q2 and start Q3) and many of the top 100 advertisers based on ad spend such as Nike, Adidas, Puma, Coca-Cola, all revised their budgets downwards.</p>\n<p>Despite this, Facebook&nbsp;beat on Q2 earnings&nbsp;and saw an increase of&nbsp;10.7% YOY. In its forward guidance, the company also announced that for July, they were anticipating a slowdown in YoY growth of 17% but was still due to see a 10% increase. They alsoanticipatedthe slowdown in growth to last through till October. However, the company did not attribute this slowdown to the boycott specifically but to 3 other major headwinds. With the benefit of hindsight, we can now see that even for Q3’20, the firm saw an impressive 21.6% rise in its top line, with the bottom line still registering a 12.2% improvement in NPM for Q2’20 YoY and a 200 bps NPM improvement in Q3.</p>\n<p>The results are clear and indicative of a few things. The boycott by the largest companies did little to Facebook’s financial story as they still managed to register growth and did not see significant pullbacks that were material. This can be tied to the fact that most of Facebook’s advertisers are SMBs. Although certain few SMBs did join the boycott, most didn’t, and the firm still had their impressive 9 million + customer base to rely on. If anything, this also suggests that despite what any SMB stands for and whether they agree with a social cause or not, it is hard for them to find alternatives that they can shift to on a similar pricing scale. Big brands can easily pivot to other advertisements such as TV and radio commercials but SMBs simply can’t because of smaller budgets. Lastly, it is now clear that the campaign affected Facebook’s reputation more so than it did its cashflow.</p>\n<p><b>Risks</b></p>\n<p>Other risks that the company may face would be future antitrust lawsuits. As it is, the company is already facing allegations of being a monopoly based on their aggressive acquisitive history having acquired more than90 other companiessince inception. They were alsofined US$5 BNby the FTC in 2019 and were required to adopt their policies and employ new protections for the users and their data that has been shared.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f694ca79d59162e95f05335ebefbca3d\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>Though representative of a historic penalty and the largest ever imposed on a company for violating user’s privacy rights, the US$5BN was a drop in the bucket for the giant that went on to generate US$70+ BN dollars for the year.</p>\n<p>The current issues that they have with Apple’s new iOS changes and the IDFA implications are also likely not going to have a substantial impact on the firm. The Identifier for Advertisers [IDFA] is a random device identifier assigned by Apple to a user's device. Advertisers use this to track data so they can deliver customized advertising on mobile. With the new iOS changes, Apple essentially programmed it such that each app that wants to use these identifiers will have to ask users to opt in for tracking when the app is first launched. If users opt out, the app can’t track certain data and Facebook will have a smaller database of points to rely upon. As consumer preferences change, so will Facebook’s targeting that relies on IDFAs get worse and less effective due to outdated data points.</p>\n<p>According to aCNBC article:</p>\n<blockquote>\n Most critically at stake for Facebook is what’s known as view-through conversions. This metric is used by ad-tech companies to measure how many users saw an ad, did not immediately click on it, but later made a purchase related to that ad.”\n</blockquote>\n<p>When the conversion is made later on, the data IDFA for that particular user is then shared by the retailer to Facebook which is then used by the company to see if it matches the IDFA of the user who saw the ad. If they pair, it indicates that the ad was useful in generating a conversion. This data performance is then relayed to advertisers so that they can tweak their ad strategies accordingly. Withas much as 96% of usersanticipated to opt out of tracking on all apps, this would mean that mobile ads on 3rdparty apps may no longer be as useful if Facebook cannot really judge its effectiveness anymore. The more ineffective the ads become, the less conversions for retailers, and the more they pivot to other advertising platforms, which will impact the revenues for the firm.</p>\n<p>However, Facebook has disclosed that this will particularly only affect one form of advertisement which relies heavily on the IDFA, known as Audience Networks. Fortunately, the audience network segment only represents less than 10% of the firm’s total revenues. With the impact estimating to cost a drop in50% of all ads deliveredand hence sales from this segment, this would atbest represent a 5% drop in their total revenues. With that said, we do not anticipate that this will be present significant impact moving forward and the firm can easily recoup the 5% loss at worse by focusing on increasing ARPUs and user engagement to save their core business.</p>\n<p>Though Facebook started by disclosing that they anticipated the impact on their revenues to be large at first, this no longer seems to be the case. If anything, history has shown us that Mark is not one to back down and if he doesn’t get his way, he damn well will find another way to minimise loss and increase revenue generation in other segments to make up for it. If you aren’t too involved in the technicalities, we think it’s safe to bet on the jockey in this case. Besides, AR / VR growth,WhatsApp monetization, Reels monetization, further user growth in less developed countries away from the legacy North America and Europe region can very well pick up the lost (US$5BN) in sales.</p>\n<p><b>Moat</b></p>\n<p>As mentioned above, the DAUs and MAUs for Facebook are very impressive with a large portion of the world using at least 1 of their products. The moat for the business relies on the wide user base that Facebook has meticulously built over the course of 17 years. With any new product that they have, the firm can easily roll it out to their database of users and expect demand to pick up in a matter of weeks, maybe even days. That is the power of the network of Facebook that really can’t be valued.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2057a83640201edd89430e754f3f8525\" tg-width=\"640\" tg-height=\"431\"><span>(Source: FB Q1’21 Presentation)</span></p>\n<p>Despite the controversy, endless allegations, and negative headlines one after the other, the numbers don’t lie. DAUs have been increasing every single quarter, with the fastest growth observed in Asia-Pacific and the rest of the world. US &amp; Canada growth has slowed as it nears saturation levels, and this is perfectly normal and to be expected. The way we anticipate Facebook to grow their core cash cow business moving forward is clean. 1) Focus on growing ARPUs in their saturated legacy areas (US &amp; Canada and Europe) as well as 2) Increase User Growth by Geography in their growth areas (Asia-Pacific and the Rest of the World). Unsurprisingly, Facebook has been focused on doing just that.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce3456321584d2eea288f7e410215571\" tg-width=\"640\" tg-height=\"388\"><span>(Source: FB Q1’21 Presentation)</span></p>\n<p>When we look to the infamous metric for judging social media companies and their performance – ARPUs, we can see that in the legacy areas, ARPUs have been increasing at a faster pace than compared to growth areas. This falls in line with point number 1 as mentioned above. The legacy areas have already reached saturation levels and user growth is unable to grow at astounding rates anymore. However, since this represent areas that are more developed and generally have higher disposable incomes on the average, focusing on increasing ARPUs and monetizing advertisers is the right strategy and a very feasible one. Though the growth areas are also seeing ARPUs grow YoY as they should, they are not at the same pace as in the US &amp; Canada and Europe. When we look to revenue generated by geography below, this confirms the thesis that revenue is growing faster than user base in those areas, and since ARPU equal to (Total Revenue from that Geography / Number of Users in that area), so long revenue is growing at a faster pace than the user base, they should increase meaningfully.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84eaec3de9bafd595bf4ecf9ffdae16a\" tg-width=\"640\" tg-height=\"430\"><span>(Source: FB Q1’21 Presentation)</span></p>\n<p>When we look to the slide below, it is also apparent that user numbers are growing much faster in Asia-Pacific and the rest of the world, away from the legacy areas. Across 2 years, MAUs which is the broadest business performance metric employed by Facebook, grew 22.4% and 25.4% in the growth areas while they only grew a mere 6.6% in US &amp; Canada and 10.2% in Europe.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d72be6c3ca7eb809567503ffc1d4ed9\" tg-width=\"640\" tg-height=\"395\"><span>(Source: FB Q1’21 Presentation)</span></p>\n<p>If Facebook can continue to grow their user engagement numbers in the growth areas whilst maximizing ARPUs in legacy areas, the company can easily ensure that the core advertising model will remain the cash cow of the business, funding growth for their other product developments.</p>\n<p><b>Growth Tactics</b></p>\n<p>When we look to potential growth Facebook has, the company isn’t short of any. Facebook has moved to monetizeWhatsApp, where they plan to generate fees from payments made within the app itself as well as through in-app status advertisements. The company is essentially trying to integrate the growth and TAM of the E-commerce market more seamlessly into their family of products including the likes ofWhatsApp. ThroughFacebook Pay, users can now engage in peer-to-peer payments withinWhatsApp itself at no cost. However, when businesses receive a fee from customers through the app itself, they will then have to pay a small ‘processing fee’ to Facebook and this is where it profits. This is the same method that is being employed by Shopify and all the other payment processing channels just that it is now being done locally inWhatsApp itself.WhatsApp payments has launched in Brazil, the 2nd largest market by users and the fee stands at 3.99%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d1d27ff399e3e6fdfbc44a3ff1fb6e6\" tg-width=\"640\" tg-height=\"557\"><span>(Source:Facebook Newsroom)</span></p>\n<p>The firm has also been trying to grow their presence in the E-commerce market and reduce the friction customers experience when clicking through ads on its platforms. Both Instagram checkout and Facebook shops are aimed at doing just that. Their shops solutions are also expanding toWhatsApp, and the marketplace as observed above. The company sees a major shift to online shopping even after the grand reopening of the economies. As part of its effort over the years, they now have 1.2M active shops across their platforms and more than 300M monthly shop visitors. Thelatest releasestates that:</p>\n<blockquote>\n Soon, we’ll give businesses in select countries the option to showcase their Shop inWhatsApp. In the US, we’ll enable them to bring Shops products into Marketplace, helping them reach the more than 1 billion people globally who visit each month.\n</blockquote>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38d87012cd9e376a0bed27a095b01828\" tg-width=\"640\" tg-height=\"418\"><span>(Source:Facebook Newsroom)</span></p>\n<p>What’s even more fascinating is the fact that Facebook now plans to integrate new technologies such as AR Dynamic Ads to power the future of shopping. New visual discovery tools on their platforms like Instagram will help customers find new products that they resonate with faster than ever before and help them to visualize their products with AR experiences that they have been working on for a long time now.</p>\n<p>Their continued expansion in the AR/VR market along with the rollout of DIEM, their native digital currency functioning as a stablecoin that was once under the “Libra Project” also presents good growth opportunity in the near future. Facebook is also looking to introducepodcasts and live audio streamsas part of the beginning of their audio journey. In short, Facebook still has a lot of room to grow moving forward apart from looking to squeeze out more cash from their legacy advertising business model. However, as always, product development is one thing, but the financials do need to shape up as well and with Facebook it does.</p>\n<p><b>Financials</b></p>\n<p>Of the FAANG stock group, Facebook enjoys one of the highest margins. The company saw 80.55% in GM in Q1’21 and even in the past, it has enjoyed such high margins, trading between 80.5% to as high as 86.6% in FY17. The chart below also clearly indicates that the remarkable margins trickle down to the bottom line and aren’t wiped out due to operating expenses, registering a NPM of 35.7%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1367468f26c73bde43f494b2b7fb49d6\" tg-width=\"635\" tg-height=\"467\"><span>Data by YCharts</span></p>\n<p>FB also routinely spends a large portion of their revenues on R&amp;D, reinvesting into the business YoY to further improve their products and innovate on new ones. In 2020 the R&amp;D expense represented 21.5% of total sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b923685aa0489833ae8f50fcddf3601\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>A large chunk of the firms’ revenues is also retained on the balance sheet which is then used over the years to funnel money to continue their acquisitive culture. Despite this, the strong cashflow that the firm enjoys allows it to stay at the top of their industry in terms of innovation whilst ensuring that their treasure trove of cash is growing should there be a need to deploy it. When we look to liquid cash that the firm holds (Cash &amp; Equivalents, and STI), Facebook has grown it at a tremendous CAGR of 26.2%. Net Debt has also just been becoming less of a concern over the years. To date, even after the pandemic, Facebook has no debt.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13b40cadc31458233d0ea83ce4917c33\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>Given the data above, it is evident that the firm has one of the most pristine balance sheets in the industry and in the whole stock market. The US$62 BN that they hold as cash presents itself as a massive buffer to cushion the impact of whatever comes their way, be it another acquisitive opportunity, or yet another fine. Either way, the company can weather any financial storm and near balance sheet issues aren’t a problem. Shareholders aren’t too pleased with the cash pile just sitting there and would instead rather the firm start paying a dividend or pick up the pace in share buybacks to maximize investor returns. Facebook has never paid a dividend in its entirety and although they may consider that moving forward, we anticipate that it is not a move that they will commit to. In any case, we ourselves hope that they commit to more share buybacks instead of moving to issue a dividend.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f5b82506a0385a1265c494b21462678\" tg-width=\"640\" tg-height=\"43\"><span>(Source:Q1 10-K Filing SEC)</span></p>\n<p>In their 10-K filing, the company expanded their SRP program to include an additional US$25 BN which will be added atop the US$8.6 BN remaining from a 2017 authorization. That amounts to a current authorized SRP valued at around US$33.6 BN and we anticipate that this may further increase substantially moving forward. Despite outstanding shares reducing overtime, a large part is offset by additional equity issued as part of SBC to employees. It is disappointing that the firm isn’t making more of a definitive move to put that cash pile to use but this is nonetheless not a major red flag.</p>\n<p><b>Valuations</b></p>\n<p>Being a blue-chip company with strong FCF, we would normally value the social media giant with a DCF model. Today, however, we will be looking at EV/Sales and P/E Ratios to try and justify its future valuation, looking 3 years out as always to end 2023.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878b205b837634b7d2528f57ebe84fc\" tg-width=\"640\" tg-height=\"321\"><span>(Source:Seeking Alpha)</span></p>\n<p>Looking 3 years out to end 23, Facebook is projected to grow revenues at an average of 23.4%, with growth in the 30s for this fiscal year. That would mean that Facebook is anticipated to grow revenues to US$160.8 BN by end 2023, up 87% from what they delivered in FY20 in 3 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1707f8cfee45ce9ebb0e3ac961e78f48\" tg-width=\"640\" tg-height=\"338\"><span>(Source: TIKR.com)</span></p>\n<p>Since 2018, the firm has traded at an average EV/Sales of 8.85, and last exchanged hands at a multiple of 9.76. Although the firm is trading at a multiple above its mean and higher than any of the other stocks as part of the FAANG group, Facebook does have higher estimates than all the other companies in the near future as observed below. The data does not reflect estimates for 2023.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/444e1473e814530e2332cea02637af53\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>Moreover, when we look further into the past all the way back to 2013, the company has historically traded at an average of 12.82 and even registered a high close to 22 in 2014. However, since we want to be conservative, but believe that the market has yet to really price Facebook for what it’s worth given all the headline risks in the media that have induced immediate selloffs without any fundamental reason, we will employ a multiple of 9.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8494d3084eed106a9cb0bff0f27cfe7a\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>At an EV/Sales multiple of 9, that would put Facebook at a US$1.447 TRN dollar valuation by the end of 2023 and a share price of US$539, an upside of 58%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55014da5e82d1a67caaeb34766b35940\" tg-width=\"640\" tg-height=\"294\"><span>(Source:Seeking Alpha)</span></p>\n<p>When we look to revenue surprise and analyst estimate beat / miss trends, Facebook has quite the historical track record of surpassing estimates, having done so 10/12 times in the past 3 years. The average upside surprise stands at 3.59%. Assuming Facebook will continue to deliver the same upside surprise moving forward, a 3.59% beat to the top line estimate of 2023 would warrant revenues of US$166.57 BN. At the same EV/Sales ratio of 9, that would render a higher valuation of US$558.77 USD. Given that Facebook is very close to crossing the US$1 TRN dollar valuation mark, we anticipate this to be a very realistic price target.</p>\n<p>Now shifting on to another valuation method by P/E multiples, the valuation also paints a similar picture.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d67f3c257657bc10ee6be38c16d2a1f\" tg-width=\"640\" tg-height=\"207\"><span>(Source:Seeking Alpha)</span></p>\n<p>Turning to earnings estimates, the company is also projected to do high-teens digit growth for 2022 and 2023 and a close to 30% growth in the bottom line for this fiscal year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe26a8eabec7045dc5a904497737623\" tg-width=\"635\" tg-height=\"501\"><span>Data by YCharts</span></p>\n<p>Despite trading at the highest EV / Sales ratio of the FAANG stocks, Facebook is trading at the lowest TTM normalized PE Ratio amongst its peers, with the inclusion of Microsoft (FANGMA). This is likely due to the market failing to internalize and appreciate the company’s high NPM and profitability. Currently trading at a P/E ratio of 29.14, this is also below its historical means of as high as 60+ in 2016.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247661f12f62820f6266763f49531355\" tg-width=\"635\" tg-height=\"417\"><span>Data by YCharts</span></p>\n<p>However, given that earnings have improved dramatically since and likely won’t be revisiting those levels as seen from the forward estimates, we will stick with what we believe to be a fair multiple for the stickiest company in the world, 30. At a P/E ratio of 30, that would put the end 2023 share price somewhere near levels of US$531.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce908799f1bf9091b49b94e03db7e476\" tg-width=\"640\" tg-height=\"284\"><span>(Source:Seeking Alpha)</span></p>\n<p>However, because of a surprisingly good earnings-beat track record once again, this has to be factored in moving forward. Of the last 3 years, Facebook has beat earnings 11/12 times. The average beat comes in at 15.72%. If we were to stick to a similar but more conservative beat of say 7%, that would put 2023 normalized earnings at 18.93. The exact same P/E ratio would now warrant a realistic share price of US$567.8, an upside of 66.3%.</p>\n<p>With all 4 estimates using different methods and assumptions with different levels of conservatism employed delivering a potential share price anywhere between US$531 and US$568, it would be fair to conclude that this is a realistic price target for the cashflow king 3 years out into the future. At the low end of estimates of US$531, this is still indicative of a 55% upside.</p>\n<p><b>Investor Takeaways</b></p>\n<p>To conclude, we believe Facebook has a very strong future ahead and the projected numbers for both the Topline and Bottom line are indicative of potential upside. We place significant emphasis on forward estimates as markets are future discounting mechanisms that react accordingly. The company enjoys unbelievably high margins, has a pristine balance sheet with absolutely no debt, and is anticipated to keep raking in high revenues with strong cashflow numbers.</p>\n<p>With so many growth opportunities such as the monetization ofWhatsApp, AR/VR, shops, marketplace growth, DIEM, and the continued growth in its legacy advertisement business both in terms of MAP and ARPUs, Facebook is here to stay and is nowhere near exhausting its full potential. The sizeable TAMs in each of the different business segments combined with other opportunities such as Facebook Reels which we did not cover, and the fact that it has yet to have been monetized, all point to a bright future.</p>\n<p>That being said, it is a given that the company will face many other bumps along moving forward. Facebook will continue to be subjected to what we call ‘headline risks’ whereby the stock will be overly sold off to the downside based upon nothing fundamental but one-sided exaggerated narratives. This we believe presents the best time to pick up shares and accumulate for the long run. Facebook has been perceived to have engaged in a lot of dubious unethical behaviour surrounding user data but like we said, that is separate from the investment opportunity the company presents and we will leave that to you to decide. Granted that there are many reasons surrounding the company's beat-down reputation, the return on invested capital is a different story and the main one to be focused on when considering if a company is a good investment or not.</p>\n<p>End day, when it comes to blue-chip stocks that have a firm hold in the industry, good sticky products, and solid financials, it is hard for the stock not to trend up overtime so long as estimates paint a bright picture and most importantly, the markets continue to value them in the same rational way. This has not always been the case and can be easily seen from Microsoft’s outperformance hiatus when the Dot Com bubble crashed, and the stock took 17 years to put in a new high. Still, we believe blue chip stocks are a good bet as of now and should be a part of everyone’s portfolio, and Facebook presents the best buy of the FAANG from our perspective. Till next time!</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>Facebook: Simply Unstoppable</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\">\nFacebook: Simply Unstoppable\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 16:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437000-facebook-simply-unstoppable><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe #StopHateforProfit Campaign, antitrust allegations, Apple IDFA issue, and a host of other historical issues have not stopped the social media giant and will not stop it.\nDespite an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437000-facebook-simply-unstoppable\">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://seekingalpha.com/article/4437000-facebook-simply-unstoppable","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100563900","content_text":"Summary\n\nThe #StopHateforProfit Campaign, antitrust allegations, Apple IDFA issue, and a host of other historical issues have not stopped the social media giant and will not stop it.\nDespite an impressive rally delivering 65% since the start of CY20 and 26% YTD, Facebook remains undervalued relative to its peers and the FAANG stocks with the best forward estimates.\nThe strong moat originating from their sheer user base, and sizeable TAMs in E-commerce, VR/AR, digital assets (DIEM), cumulatively make for a compelling growth story.\nAlthough the company is highly controversial and rightfully so, this article focuses more on the quantitative analysis and less on the morals and ethics behind this investment. That, we shall leave to you.\n\nnemke/E+ via Getty Images\nInvestment Thesis\nFacebook (FB) has had a volatile trading period the past few years with a general uptrend, delivering shareholders nice returns whilst subjecting them to a few major dips which presented investors an opportunity for a steal. Despite the controversy and headline risks every now and then, the company has been able to battle through them and emerge ever so stronger. The company’s financials have been holding up and shows no sign of stoppage anytime soon. In a time as such, with significant uncertainty in the macro environment and inflation fears creeping up, we believe that shifting some of your assets to high cashflow generating companies is a wise strategy that will pay off. Growth and value are 2 different things, and there still exists growth companies that are undervalued and can still generate substantial cashflow, and we believe Facebook is one of them. The company also remains to be one of the more attractive blue-chip stocks compared to the others in the FAANG. We employ a 3–5-year outlook and have been bullish since USD$200/share. Let’s Begin!\nWhat is Facebook\nKnown to all, Facebook is a social media giant with a family of products including the likes of Facebook, Instagram,WhatsApp, Messenger, and now Oculus. The firm essentially has a stronghold in the social media industry and has an impressive DAP of2.72 BN as of Q1’21and MAP of 3.45 BN.\n(Source:FB Q1’21 Presentation)\nThe world has7.874 BNpeople as of the time of this writing and that would mean that 43.8% of all the people in the world use some form of product from Facebook’s portfolio in the past 30 days. On a daily basis, 34.5% of the people in the world use it. If that isn’t a sticky service, nothing really is. If we were to focus on the usage of the Facebook app solely, 23.8% of the world logs into the app daily based on DAUs.\nThe firm was founded in 2004 and generates the majority of their revenue from advertisements. If you have watched the social dilemma on Netflix, you would realize that Facebook’s real customer isn’t everyday users. Instead, users are the product, and they are being sold to advertisers. The company has created such an engaging and sticky service that users are more than happy to be using their apps, despite knowing that their data is being sold from one company to another. As appalling as it is, they’re indifferent to it all and still find the value in using the company’s products on a daily basis – keeping in touch with distant relatives, chatting with friends, staying up to date with the latest fashion trends and news… (According to the Pew Research Center, more than a 1/3 of US adults say they get their news regularly from Facebook)\n(Source:Pew Research Center)\nTo Facebook, this is equally as good as the more users, the wider the ‘product’ base that they have to offer their customers - advertisers. Advertisers are also indifferent to how Facebook attains its data, so long as Facebook’s targeting metrics and trackers are working well, the more likely it is that they are able to generate conversions. The more conversions, the more sales for them, the more ads they continue to pay for, the more revenue Facebook generates. Win-Win-Win, their apps are the bait, and the product (users), customers (advertisers), and supplier (Facebook), all walk away winners. It’s a remarkable business model that has stood the test of time and no matter the amount of controversy around the business, founders, and its practices, it isn’t going anywhere anytime soon and for one simple reason: Users likely can’t do without Facebook’s products whether they are willing to admit it or not.\nWhen we look back in the past to reflect on how the #StopHateForProfit Campaign turned out for the company, it is apparent that the impact it had on the top and bottom line were both minimal. The boycott was one that arose due to Facebook’s bad hate speech regulations and policing, and because of the laissez-faire attitude toward posts from then President, Donald Trump. More than 1000 companies publicly committed to boycotting the social media giant in June/July (coinciding with end Q2 and start Q3) and many of the top 100 advertisers based on ad spend such as Nike, Adidas, Puma, Coca-Cola, all revised their budgets downwards.\nDespite this, Facebook beat on Q2 earnings and saw an increase of 10.7% YOY. In its forward guidance, the company also announced that for July, they were anticipating a slowdown in YoY growth of 17% but was still due to see a 10% increase. They alsoanticipatedthe slowdown in growth to last through till October. However, the company did not attribute this slowdown to the boycott specifically but to 3 other major headwinds. With the benefit of hindsight, we can now see that even for Q3’20, the firm saw an impressive 21.6% rise in its top line, with the bottom line still registering a 12.2% improvement in NPM for Q2’20 YoY and a 200 bps NPM improvement in Q3.\nThe results are clear and indicative of a few things. The boycott by the largest companies did little to Facebook’s financial story as they still managed to register growth and did not see significant pullbacks that were material. This can be tied to the fact that most of Facebook’s advertisers are SMBs. Although certain few SMBs did join the boycott, most didn’t, and the firm still had their impressive 9 million + customer base to rely on. If anything, this also suggests that despite what any SMB stands for and whether they agree with a social cause or not, it is hard for them to find alternatives that they can shift to on a similar pricing scale. Big brands can easily pivot to other advertisements such as TV and radio commercials but SMBs simply can’t because of smaller budgets. Lastly, it is now clear that the campaign affected Facebook’s reputation more so than it did its cashflow.\nRisks\nOther risks that the company may face would be future antitrust lawsuits. As it is, the company is already facing allegations of being a monopoly based on their aggressive acquisitive history having acquired more than90 other companiessince inception. They were alsofined US$5 BNby the FTC in 2019 and were required to adopt their policies and employ new protections for the users and their data that has been shared.\n(Source: TIKR.com)\nThough representative of a historic penalty and the largest ever imposed on a company for violating user’s privacy rights, the US$5BN was a drop in the bucket for the giant that went on to generate US$70+ BN dollars for the year.\nThe current issues that they have with Apple’s new iOS changes and the IDFA implications are also likely not going to have a substantial impact on the firm. The Identifier for Advertisers [IDFA] is a random device identifier assigned by Apple to a user's device. Advertisers use this to track data so they can deliver customized advertising on mobile. With the new iOS changes, Apple essentially programmed it such that each app that wants to use these identifiers will have to ask users to opt in for tracking when the app is first launched. If users opt out, the app can’t track certain data and Facebook will have a smaller database of points to rely upon. As consumer preferences change, so will Facebook’s targeting that relies on IDFAs get worse and less effective due to outdated data points.\nAccording to aCNBC article:\n\n Most critically at stake for Facebook is what’s known as view-through conversions. This metric is used by ad-tech companies to measure how many users saw an ad, did not immediately click on it, but later made a purchase related to that ad.”\n\nWhen the conversion is made later on, the data IDFA for that particular user is then shared by the retailer to Facebook which is then used by the company to see if it matches the IDFA of the user who saw the ad. If they pair, it indicates that the ad was useful in generating a conversion. This data performance is then relayed to advertisers so that they can tweak their ad strategies accordingly. Withas much as 96% of usersanticipated to opt out of tracking on all apps, this would mean that mobile ads on 3rdparty apps may no longer be as useful if Facebook cannot really judge its effectiveness anymore. The more ineffective the ads become, the less conversions for retailers, and the more they pivot to other advertising platforms, which will impact the revenues for the firm.\nHowever, Facebook has disclosed that this will particularly only affect one form of advertisement which relies heavily on the IDFA, known as Audience Networks. Fortunately, the audience network segment only represents less than 10% of the firm’s total revenues. With the impact estimating to cost a drop in50% of all ads deliveredand hence sales from this segment, this would atbest represent a 5% drop in their total revenues. With that said, we do not anticipate that this will be present significant impact moving forward and the firm can easily recoup the 5% loss at worse by focusing on increasing ARPUs and user engagement to save their core business.\nThough Facebook started by disclosing that they anticipated the impact on their revenues to be large at first, this no longer seems to be the case. If anything, history has shown us that Mark is not one to back down and if he doesn’t get his way, he damn well will find another way to minimise loss and increase revenue generation in other segments to make up for it. If you aren’t too involved in the technicalities, we think it’s safe to bet on the jockey in this case. Besides, AR / VR growth,WhatsApp monetization, Reels monetization, further user growth in less developed countries away from the legacy North America and Europe region can very well pick up the lost (US$5BN) in sales.\nMoat\nAs mentioned above, the DAUs and MAUs for Facebook are very impressive with a large portion of the world using at least 1 of their products. The moat for the business relies on the wide user base that Facebook has meticulously built over the course of 17 years. With any new product that they have, the firm can easily roll it out to their database of users and expect demand to pick up in a matter of weeks, maybe even days. That is the power of the network of Facebook that really can’t be valued.\n(Source: FB Q1’21 Presentation)\nDespite the controversy, endless allegations, and negative headlines one after the other, the numbers don’t lie. DAUs have been increasing every single quarter, with the fastest growth observed in Asia-Pacific and the rest of the world. US & Canada growth has slowed as it nears saturation levels, and this is perfectly normal and to be expected. The way we anticipate Facebook to grow their core cash cow business moving forward is clean. 1) Focus on growing ARPUs in their saturated legacy areas (US & Canada and Europe) as well as 2) Increase User Growth by Geography in their growth areas (Asia-Pacific and the Rest of the World). Unsurprisingly, Facebook has been focused on doing just that.\n(Source: FB Q1’21 Presentation)\nWhen we look to the infamous metric for judging social media companies and their performance – ARPUs, we can see that in the legacy areas, ARPUs have been increasing at a faster pace than compared to growth areas. This falls in line with point number 1 as mentioned above. The legacy areas have already reached saturation levels and user growth is unable to grow at astounding rates anymore. However, since this represent areas that are more developed and generally have higher disposable incomes on the average, focusing on increasing ARPUs and monetizing advertisers is the right strategy and a very feasible one. Though the growth areas are also seeing ARPUs grow YoY as they should, they are not at the same pace as in the US & Canada and Europe. When we look to revenue generated by geography below, this confirms the thesis that revenue is growing faster than user base in those areas, and since ARPU equal to (Total Revenue from that Geography / Number of Users in that area), so long revenue is growing at a faster pace than the user base, they should increase meaningfully.\n(Source: FB Q1’21 Presentation)\nWhen we look to the slide below, it is also apparent that user numbers are growing much faster in Asia-Pacific and the rest of the world, away from the legacy areas. Across 2 years, MAUs which is the broadest business performance metric employed by Facebook, grew 22.4% and 25.4% in the growth areas while they only grew a mere 6.6% in US & Canada and 10.2% in Europe.\n(Source: FB Q1’21 Presentation)\nIf Facebook can continue to grow their user engagement numbers in the growth areas whilst maximizing ARPUs in legacy areas, the company can easily ensure that the core advertising model will remain the cash cow of the business, funding growth for their other product developments.\nGrowth Tactics\nWhen we look to potential growth Facebook has, the company isn’t short of any. Facebook has moved to monetizeWhatsApp, where they plan to generate fees from payments made within the app itself as well as through in-app status advertisements. The company is essentially trying to integrate the growth and TAM of the E-commerce market more seamlessly into their family of products including the likes ofWhatsApp. ThroughFacebook Pay, users can now engage in peer-to-peer payments withinWhatsApp itself at no cost. However, when businesses receive a fee from customers through the app itself, they will then have to pay a small ‘processing fee’ to Facebook and this is where it profits. This is the same method that is being employed by Shopify and all the other payment processing channels just that it is now being done locally inWhatsApp itself.WhatsApp payments has launched in Brazil, the 2nd largest market by users and the fee stands at 3.99%.\n(Source:Facebook Newsroom)\nThe firm has also been trying to grow their presence in the E-commerce market and reduce the friction customers experience when clicking through ads on its platforms. Both Instagram checkout and Facebook shops are aimed at doing just that. Their shops solutions are also expanding toWhatsApp, and the marketplace as observed above. The company sees a major shift to online shopping even after the grand reopening of the economies. As part of its effort over the years, they now have 1.2M active shops across their platforms and more than 300M monthly shop visitors. Thelatest releasestates that:\n\n Soon, we’ll give businesses in select countries the option to showcase their Shop inWhatsApp. In the US, we’ll enable them to bring Shops products into Marketplace, helping them reach the more than 1 billion people globally who visit each month.\n\n(Source:Facebook Newsroom)\nWhat’s even more fascinating is the fact that Facebook now plans to integrate new technologies such as AR Dynamic Ads to power the future of shopping. New visual discovery tools on their platforms like Instagram will help customers find new products that they resonate with faster than ever before and help them to visualize their products with AR experiences that they have been working on for a long time now.\nTheir continued expansion in the AR/VR market along with the rollout of DIEM, their native digital currency functioning as a stablecoin that was once under the “Libra Project” also presents good growth opportunity in the near future. Facebook is also looking to introducepodcasts and live audio streamsas part of the beginning of their audio journey. In short, Facebook still has a lot of room to grow moving forward apart from looking to squeeze out more cash from their legacy advertising business model. However, as always, product development is one thing, but the financials do need to shape up as well and with Facebook it does.\nFinancials\nOf the FAANG stock group, Facebook enjoys one of the highest margins. The company saw 80.55% in GM in Q1’21 and even in the past, it has enjoyed such high margins, trading between 80.5% to as high as 86.6% in FY17. The chart below also clearly indicates that the remarkable margins trickle down to the bottom line and aren’t wiped out due to operating expenses, registering a NPM of 35.7%.\nData by YCharts\nFB also routinely spends a large portion of their revenues on R&D, reinvesting into the business YoY to further improve their products and innovate on new ones. In 2020 the R&D expense represented 21.5% of total sales.\n(Source: TIKR.com)\nA large chunk of the firms’ revenues is also retained on the balance sheet which is then used over the years to funnel money to continue their acquisitive culture. Despite this, the strong cashflow that the firm enjoys allows it to stay at the top of their industry in terms of innovation whilst ensuring that their treasure trove of cash is growing should there be a need to deploy it. When we look to liquid cash that the firm holds (Cash & Equivalents, and STI), Facebook has grown it at a tremendous CAGR of 26.2%. Net Debt has also just been becoming less of a concern over the years. To date, even after the pandemic, Facebook has no debt.\n(Source: TIKR.com)\nGiven the data above, it is evident that the firm has one of the most pristine balance sheets in the industry and in the whole stock market. The US$62 BN that they hold as cash presents itself as a massive buffer to cushion the impact of whatever comes their way, be it another acquisitive opportunity, or yet another fine. Either way, the company can weather any financial storm and near balance sheet issues aren’t a problem. Shareholders aren’t too pleased with the cash pile just sitting there and would instead rather the firm start paying a dividend or pick up the pace in share buybacks to maximize investor returns. Facebook has never paid a dividend in its entirety and although they may consider that moving forward, we anticipate that it is not a move that they will commit to. In any case, we ourselves hope that they commit to more share buybacks instead of moving to issue a dividend.\n(Source:Q1 10-K Filing SEC)\nIn their 10-K filing, the company expanded their SRP program to include an additional US$25 BN which will be added atop the US$8.6 BN remaining from a 2017 authorization. That amounts to a current authorized SRP valued at around US$33.6 BN and we anticipate that this may further increase substantially moving forward. Despite outstanding shares reducing overtime, a large part is offset by additional equity issued as part of SBC to employees. It is disappointing that the firm isn’t making more of a definitive move to put that cash pile to use but this is nonetheless not a major red flag.\nValuations\nBeing a blue-chip company with strong FCF, we would normally value the social media giant with a DCF model. Today, however, we will be looking at EV/Sales and P/E Ratios to try and justify its future valuation, looking 3 years out as always to end 2023.\n(Source:Seeking Alpha)\nLooking 3 years out to end 23, Facebook is projected to grow revenues at an average of 23.4%, with growth in the 30s for this fiscal year. That would mean that Facebook is anticipated to grow revenues to US$160.8 BN by end 2023, up 87% from what they delivered in FY20 in 3 years.\n(Source: TIKR.com)\nSince 2018, the firm has traded at an average EV/Sales of 8.85, and last exchanged hands at a multiple of 9.76. Although the firm is trading at a multiple above its mean and higher than any of the other stocks as part of the FAANG group, Facebook does have higher estimates than all the other companies in the near future as observed below. The data does not reflect estimates for 2023.\n(Source: TIKR.com)\nMoreover, when we look further into the past all the way back to 2013, the company has historically traded at an average of 12.82 and even registered a high close to 22 in 2014. However, since we want to be conservative, but believe that the market has yet to really price Facebook for what it’s worth given all the headline risks in the media that have induced immediate selloffs without any fundamental reason, we will employ a multiple of 9.\n(Source: TIKR.com)\nAt an EV/Sales multiple of 9, that would put Facebook at a US$1.447 TRN dollar valuation by the end of 2023 and a share price of US$539, an upside of 58%.\n(Source:Seeking Alpha)\nWhen we look to revenue surprise and analyst estimate beat / miss trends, Facebook has quite the historical track record of surpassing estimates, having done so 10/12 times in the past 3 years. The average upside surprise stands at 3.59%. Assuming Facebook will continue to deliver the same upside surprise moving forward, a 3.59% beat to the top line estimate of 2023 would warrant revenues of US$166.57 BN. At the same EV/Sales ratio of 9, that would render a higher valuation of US$558.77 USD. Given that Facebook is very close to crossing the US$1 TRN dollar valuation mark, we anticipate this to be a very realistic price target.\nNow shifting on to another valuation method by P/E multiples, the valuation also paints a similar picture.\n(Source:Seeking Alpha)\nTurning to earnings estimates, the company is also projected to do high-teens digit growth for 2022 and 2023 and a close to 30% growth in the bottom line for this fiscal year.\nData by YCharts\nDespite trading at the highest EV / Sales ratio of the FAANG stocks, Facebook is trading at the lowest TTM normalized PE Ratio amongst its peers, with the inclusion of Microsoft (FANGMA). This is likely due to the market failing to internalize and appreciate the company’s high NPM and profitability. Currently trading at a P/E ratio of 29.14, this is also below its historical means of as high as 60+ in 2016.\nData by YCharts\nHowever, given that earnings have improved dramatically since and likely won’t be revisiting those levels as seen from the forward estimates, we will stick with what we believe to be a fair multiple for the stickiest company in the world, 30. At a P/E ratio of 30, that would put the end 2023 share price somewhere near levels of US$531.\n(Source:Seeking Alpha)\nHowever, because of a surprisingly good earnings-beat track record once again, this has to be factored in moving forward. Of the last 3 years, Facebook has beat earnings 11/12 times. The average beat comes in at 15.72%. If we were to stick to a similar but more conservative beat of say 7%, that would put 2023 normalized earnings at 18.93. The exact same P/E ratio would now warrant a realistic share price of US$567.8, an upside of 66.3%.\nWith all 4 estimates using different methods and assumptions with different levels of conservatism employed delivering a potential share price anywhere between US$531 and US$568, it would be fair to conclude that this is a realistic price target for the cashflow king 3 years out into the future. At the low end of estimates of US$531, this is still indicative of a 55% upside.\nInvestor Takeaways\nTo conclude, we believe Facebook has a very strong future ahead and the projected numbers for both the Topline and Bottom line are indicative of potential upside. We place significant emphasis on forward estimates as markets are future discounting mechanisms that react accordingly. The company enjoys unbelievably high margins, has a pristine balance sheet with absolutely no debt, and is anticipated to keep raking in high revenues with strong cashflow numbers.\nWith so many growth opportunities such as the monetization ofWhatsApp, AR/VR, shops, marketplace growth, DIEM, and the continued growth in its legacy advertisement business both in terms of MAP and ARPUs, Facebook is here to stay and is nowhere near exhausting its full potential. The sizeable TAMs in each of the different business segments combined with other opportunities such as Facebook Reels which we did not cover, and the fact that it has yet to have been monetized, all point to a bright future.\nThat being said, it is a given that the company will face many other bumps along moving forward. Facebook will continue to be subjected to what we call ‘headline risks’ whereby the stock will be overly sold off to the downside based upon nothing fundamental but one-sided exaggerated narratives. This we believe presents the best time to pick up shares and accumulate for the long run. Facebook has been perceived to have engaged in a lot of dubious unethical behaviour surrounding user data but like we said, that is separate from the investment opportunity the company presents and we will leave that to you to decide. Granted that there are many reasons surrounding the company's beat-down reputation, the return on invested capital is a different story and the main one to be focused on when considering if a company is a good investment or not.\nEnd day, when it comes to blue-chip stocks that have a firm hold in the industry, good sticky products, and solid financials, it is hard for the stock not to trend up overtime so long as estimates paint a bright picture and most importantly, the markets continue to value them in the same rational way. This has not always been the case and can be easily seen from Microsoft’s outperformance hiatus when the Dot Com bubble crashed, and the stock took 17 years to put in a new high. Still, we believe blue chip stocks are a good bet as of now and should be a part of everyone’s portfolio, and Facebook presents the best buy of the FAANG from our perspective. Till next time!","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151939485,"gmtCreate":1625061143947,"gmtModify":1631885865264,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>|&nbsp;<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>|&nbsp;<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>|&nbsp;<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>|&nbsp;<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>","text":"$NVIDIA Corp(NVDA)$| $AMD(AMD)$| $Intel(INTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151939485","repostId":"2147614258","repostType":2,"repost":{"id":"2147614258","pubTimestamp":1625038982,"share":"https://www.laohu8.com/m/news/2147614258?lang=&edition=full","pubTime":"2021-06-30 15:43","market":"us","language":"en","title":"NVIDIA, AMD, or Intel: Which Is the Best Chip Stock to Buy Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2147614258","media":"Motley Fool","summary":"Investors looking to add a top chip stock to their portfolios will find a gem among these three companies.","content":"<p>The <b>PHLX Semiconductor Sector Index</b> has generated solid gains so far this year, despite the chip shortage and the sell-off in tech stocks earlier in 2021. However, not all of the index's components&nbsp;have been on fire.</p>\n<p>While <b>NVIDIA</b> (NASDAQ:NVDA) stock has roared higher on the back of a strong showing from its gaming and data center businesses, <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) stock price has failed to sustain its terrific momentum from 2020 and headed south. <b>Intel</b> (NASDAQ:INTC) stock, meanwhile, has pulled back over the past couple of months as its April quarterly report gave rise to a bunch of red flags.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9370f4910c316005dca44a55d295679\" tg-width=\"720\" tg-height=\"483\"><span>AMD data by YCharts</span></p>\n<p>Does this mean NVIDIA is the <a href=\"https://laohu8.com/S/AONE\">one</a> you should be buying? Or will AMD's and Intel's fortunes turn around in the second half of the year, making them potentially better buys than the richly valued NVIDIA? Let's find out.</p>\n<h2>NVIDIA: Benefitting from long-term growth catalysts</h2>\n<p>It is safe to say that NVIDIA is firing on all cylinders, as almost all the company's business segments registered eye-popping growth in the first quarter of fiscal 2022. Barring the automotive business, which saw a 1% revenue decline, the gaming, data center, professional visualization, and OEM (original equipment manufacturer) segments recorded varying degrees of impressive growth during the quarter.</p>\n<p>As a result, NVIDIA's total Q1 revenue jumped 84% year over year to $5.66 billion, while non-GAAP earnings more than doubled to $3.66 per share. The company's guidance was also a solid <a href=\"https://laohu8.com/S/AONE.U\">one</a>, with its estimated second-quarter revenue of $6.3 billion expected to increase nearly 63% year over year at the midpoint of its guidance range.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e52f3c866905316452fa461447bc7057\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<p>NVIDIA can sustain such high rates of growth beyond 2021 as the data center and gaming markets, which account for nearly&nbsp;85% of the total revenue, are sitting on long-term catalysts. The data center segment's revenue hit $2 billion for the first time last quarter, recording 79% growth over the year-ago period. NVIDIA credits the segment's outstanding growth to strong demand from hyperscale customers deploying its GPUs (graphics processing units) for artificial intelligence (AI) applications.</p>\n<p>NVIDIA says that its data center GPUs are \"deployed across all major hyperscale and cloud service providers globally and we see strengthening demand in the coming quarters.\" That's not surprising, as the demand for data center GPUs could grow at a compound annual growth rate (CAGR) of 42% through 2027, hitting $20.6 billion in revenue. NVIDIA is in a solid position to tap this opportunity, as it supplies its GPUs to the top cloud service providers and has been taking steps to diversify its revenue streams.</p>\n<p>Meanwhile, NVIDIA's 80%-plus market share of gaming graphics cards will be another big tailwind for the company. Its video gaming revenue more than doubled last quarter to $2.76 billion. Jon Peddie Research estimates&nbsp;that the market for discrete gaming GPUs could jump from $23.6 billion last year to more than $54 billion by 2025. NVIDIA's dominant market share means that it could win big from the additional revenue opportunity.</p>\n<h2>Advanced Micro Devices: Widening its gap over Intel</h2>\n<p>AMD stock's retreat on the market isn't justified, as the chipmaker's impressive financial growth has continued this year after a strong 2020. AMD is on track to record&nbsp;50% revenue growth in 2021, though it can do better as it was originally anticipating a 37% increase when the year began. The company's market share gains in the client and server CPU (central processing unit) markets, as well as the growing demand for graphics cards, have encouraged it to raise the guidance.</p>\n<p>However, AMD can finish the year on a much stronger note, as it recorded 93% year-over-year revenue growth in Q1 to $3.4 billion, which was ahead of the market's expectations. The company is pulling the right strings to ensure that it sustains its high levels of growth, such as consistently winning market share from Intel.</p>\n<p><a href=\"https://laohu8.com/S/BPOPM\">Popular</a> video game distribution platform Steam reports that AMD's share of the client CPU market has now exceeded&nbsp;30%, a massive improvement from three years ago when it held just over 16% of the market. AMD's gains have been driven by a superior manufacturing process based on a 7-nanometer manufacturing node, while Intel's competing chips are expected to be out later&nbsp;this year.</p>\n<p>But AMD seems all set to widen the gap over Chipzilla, as the former's foundry partner <b>Taiwan Semiconductor Manufacturing</b> is working on smaller 5nm and 6nm nodes. Such a move is likely to give AMD's Ryzen CPUs another performance boost and ensure that they continue to sell like&nbsp;hotcakes.</p>\n<p>On the other hand, the massive increase in sales of gaming graphics cards, as discussed earlier, will also be a tailwind for AMD. That's because AMD plays second fiddle to NVIDIA in the GPU market, and the additional revenue opportunity over there could substantially add to its revenue in the long run. Throw in other catalysts such as the new console cycle that's giving AMD a significant lift, and it becomes easier to see why the company's fast growth is here to stay.</p>\n<h2>Intel: Trouble regaining its mojo</h2>\n<p>Unlike its rivals, Intel is in a rut. The chip giant has been unable to regain its mojo since losing its competitive edge. That was evident from Intel's Q1 results, as non-GAAP revenue of $18.6 billion was flat on a year-over-year basis. Gross margin shrank 6.1 percentage points year over year while operating margin fell 6.7 percentage points. As a result, Intel's net income was down 6% over the year-ago period.</p>\n<p>Things are about to get worse for Intel in the second quarter. Revenue and adjusted earnings are expected to drop 10% and 15% year over year, respectively, while full-year non-GAAP revenue is anticipated to drop 7% to $72.5 billion. So, Intel's poor financial performance and outlook put it behind the likes of NVIDIA and AMD, which are delivering irresistible growth. As such, growth-oriented investors may drop Chipzilla from their watchlist of stocks to buy.</p>\n<h2>The verdict</h2>\n<p>With Intel out of the race, investors looking to buy a fast-growing semiconductor stock can choose either NVIDIA or AMD. From a valuation standpoint, AMD looks like the better buy as it trades at 36 times trailing earnings, compared to NVIDIA's multiple of nearly 90 times. AMD's price-to-sales ratio of nine is also much lower than NVIDIA's multiple of nearly 25 times.</p>\n<p>Given that AMD's pace of growth was better than NVIDIA's in Q1 and is likely to keep up that momentum for the remainder of the year, it looks like a steal right now. AMD also looks like a better buy for those looking for a growth stock at a reasonable valuation. However, investors with a higher appetite for risk may also consider buying NVIDIA, as it can remain a top growth stock and justify its rich valuation by delivering terrific growth thanks to huge end-market opportunities.</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>NVIDIA, AMD, or Intel: Which Is the Best Chip Stock 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\">\nNVIDIA, AMD, or Intel: Which Is the Best Chip Stock to Buy Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 15:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/29/nvidia-amd-intel-which-is-best-chip-stock-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The PHLX Semiconductor Sector Index has generated solid gains so far this year, despite the chip shortage and the sell-off in tech stocks earlier in 2021. However, not all of the index's components ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/29/nvidia-amd-intel-which-is-best-chip-stock-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/06/29/nvidia-amd-intel-which-is-best-chip-stock-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147614258","content_text":"The PHLX Semiconductor Sector Index has generated solid gains so far this year, despite the chip shortage and the sell-off in tech stocks earlier in 2021. However, not all of the index's components have been on fire.\nWhile NVIDIA (NASDAQ:NVDA) stock has roared higher on the back of a strong showing from its gaming and data center businesses, Advanced Micro Devices (NASDAQ:AMD) stock price has failed to sustain its terrific momentum from 2020 and headed south. Intel (NASDAQ:INTC) stock, meanwhile, has pulled back over the past couple of months as its April quarterly report gave rise to a bunch of red flags.\nAMD data by YCharts\nDoes this mean NVIDIA is the one you should be buying? Or will AMD's and Intel's fortunes turn around in the second half of the year, making them potentially better buys than the richly valued NVIDIA? Let's find out.\nNVIDIA: Benefitting from long-term growth catalysts\nIt is safe to say that NVIDIA is firing on all cylinders, as almost all the company's business segments registered eye-popping growth in the first quarter of fiscal 2022. Barring the automotive business, which saw a 1% revenue decline, the gaming, data center, professional visualization, and OEM (original equipment manufacturer) segments recorded varying degrees of impressive growth during the quarter.\nAs a result, NVIDIA's total Q1 revenue jumped 84% year over year to $5.66 billion, while non-GAAP earnings more than doubled to $3.66 per share. The company's guidance was also a solid one, with its estimated second-quarter revenue of $6.3 billion expected to increase nearly 63% year over year at the midpoint of its guidance range.\nImage source: Getty Images.\nNVIDIA can sustain such high rates of growth beyond 2021 as the data center and gaming markets, which account for nearly 85% of the total revenue, are sitting on long-term catalysts. The data center segment's revenue hit $2 billion for the first time last quarter, recording 79% growth over the year-ago period. NVIDIA credits the segment's outstanding growth to strong demand from hyperscale customers deploying its GPUs (graphics processing units) for artificial intelligence (AI) applications.\nNVIDIA says that its data center GPUs are \"deployed across all major hyperscale and cloud service providers globally and we see strengthening demand in the coming quarters.\" That's not surprising, as the demand for data center GPUs could grow at a compound annual growth rate (CAGR) of 42% through 2027, hitting $20.6 billion in revenue. NVIDIA is in a solid position to tap this opportunity, as it supplies its GPUs to the top cloud service providers and has been taking steps to diversify its revenue streams.\nMeanwhile, NVIDIA's 80%-plus market share of gaming graphics cards will be another big tailwind for the company. Its video gaming revenue more than doubled last quarter to $2.76 billion. Jon Peddie Research estimates that the market for discrete gaming GPUs could jump from $23.6 billion last year to more than $54 billion by 2025. NVIDIA's dominant market share means that it could win big from the additional revenue opportunity.\nAdvanced Micro Devices: Widening its gap over Intel\nAMD stock's retreat on the market isn't justified, as the chipmaker's impressive financial growth has continued this year after a strong 2020. AMD is on track to record 50% revenue growth in 2021, though it can do better as it was originally anticipating a 37% increase when the year began. The company's market share gains in the client and server CPU (central processing unit) markets, as well as the growing demand for graphics cards, have encouraged it to raise the guidance.\nHowever, AMD can finish the year on a much stronger note, as it recorded 93% year-over-year revenue growth in Q1 to $3.4 billion, which was ahead of the market's expectations. The company is pulling the right strings to ensure that it sustains its high levels of growth, such as consistently winning market share from Intel.\nPopular video game distribution platform Steam reports that AMD's share of the client CPU market has now exceeded 30%, a massive improvement from three years ago when it held just over 16% of the market. AMD's gains have been driven by a superior manufacturing process based on a 7-nanometer manufacturing node, while Intel's competing chips are expected to be out later this year.\nBut AMD seems all set to widen the gap over Chipzilla, as the former's foundry partner Taiwan Semiconductor Manufacturing is working on smaller 5nm and 6nm nodes. Such a move is likely to give AMD's Ryzen CPUs another performance boost and ensure that they continue to sell like hotcakes.\nOn the other hand, the massive increase in sales of gaming graphics cards, as discussed earlier, will also be a tailwind for AMD. That's because AMD plays second fiddle to NVIDIA in the GPU market, and the additional revenue opportunity over there could substantially add to its revenue in the long run. Throw in other catalysts such as the new console cycle that's giving AMD a significant lift, and it becomes easier to see why the company's fast growth is here to stay.\nIntel: Trouble regaining its mojo\nUnlike its rivals, Intel is in a rut. The chip giant has been unable to regain its mojo since losing its competitive edge. That was evident from Intel's Q1 results, as non-GAAP revenue of $18.6 billion was flat on a year-over-year basis. Gross margin shrank 6.1 percentage points year over year while operating margin fell 6.7 percentage points. As a result, Intel's net income was down 6% over the year-ago period.\nThings are about to get worse for Intel in the second quarter. Revenue and adjusted earnings are expected to drop 10% and 15% year over year, respectively, while full-year non-GAAP revenue is anticipated to drop 7% to $72.5 billion. So, Intel's poor financial performance and outlook put it behind the likes of NVIDIA and AMD, which are delivering irresistible growth. As such, growth-oriented investors may drop Chipzilla from their watchlist of stocks to buy.\nThe verdict\nWith Intel out of the race, investors looking to buy a fast-growing semiconductor stock can choose either NVIDIA or AMD. From a valuation standpoint, AMD looks like the better buy as it trades at 36 times trailing earnings, compared to NVIDIA's multiple of nearly 90 times. AMD's price-to-sales ratio of nine is also much lower than NVIDIA's multiple of nearly 25 times.\nGiven that AMD's pace of growth was better than NVIDIA's in Q1 and is likely to keep up that momentum for the remainder of the year, it looks like a steal right now. AMD also looks like a better buy for those looking for a growth stock at a reasonable valuation. However, investors with a higher appetite for risk may also consider buying NVIDIA, as it can remain a top growth stock and justify its rich valuation by delivering terrific growth thanks to huge end-market opportunities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150923524,"gmtCreate":1624883606268,"gmtModify":1631890532878,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"[Strong]&nbsp;[USD]&nbsp;[Love]&nbsp;","listText":"[Strong]&nbsp;[USD]&nbsp;[Love]&nbsp;","text":"[Strong] [USD] [Love]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150923524","repostId":"1103992527","repostType":4,"repost":{"id":"1103992527","pubTimestamp":1624873176,"share":"https://www.laohu8.com/m/news/1103992527?lang=&edition=full","pubTime":"2021-06-28 17:39","market":"us","language":"en","title":"7 Growth Stocks to Buy and Hold for a Golden Retirement","url":"https://stock-news.laohu8.com/highlight/detail?id=1103992527","media":"InvestorPlace","summary":"These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growi","content":"<p>These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growing return on investment</p>\n<p>The last thing any retiree would want to do is to sit around and fret about their portfolio. After all, they’ve worked hard to try to enjoy life as a senior and to not worry about their financial position. The best way to solve this problem is a well-rounded portfolio with the right balance of dividend, growth and value stocks. This article specifically focuses on the growth stocks to buy and how they can super-charge your retirement portfolio.</p>\n<p>Growth stocks typically belong to those companies that are growing at an above-average rate in their respective industries. Moreover, these companies are poised to expand over a long-term horizon thanks to their ability to innovate and reinvent themselves. Growth investors look at forward profitability and cash flow metrics when picking out the best growth stocks to buy.</p>\n<p>With that being said, this list below covers seven of the most promising growth stocks to buy, which will deliver returns across several markets.</p>\n<ul>\n <li><b>Cloudflare</b>(NYSE:<b>NET</b>)</li>\n <li><b>Shopify</b>(NYSE:<b>SHOP</b>)</li>\n <li><b>Square</b>(NYSE:<b>SQ</b>)</li>\n <li><b>Snap</b>(NYSE:<b>SNAP</b>)</li>\n <li><b>Alibaba Group</b>(NYSE:<b>BABA</b>)</li>\n <li><b>Etsy</b>(NASDAQ:<b>ETSY</b>)</li>\n <li><b>Roku</b>(NASDAQ:<b>ROKU</b>)</li>\n</ul>\n<p><b>Cloudflare (NET)</b></p>\n<p>Cloudflare has arguably one of the most active companies in the past year, launching more than 550 new products. The cloud platform has been growing rapidly and has expanded its total addressable market to over $70 billion. Additionally, it plans to spread into other profitable areas apart from its traditional content delivery services. Moreover, NET stock’s 12-month returns are at a staggering 180%.</p>\n<p>Earnings in the past year have been nothing short of amazing, with double-digit growth in revenues for the past three quarters. Year-over-year revenue growth is at a healthy 51%, with forward estimates at 42%. &nbsp;As it looks to expand its product suite into large TAM areas such as cybersecurity and MPLS/SD-WAN, it will continue to post strong sales numbers for the foreseeable future.</p>\n<p><b>Shopify (SHOP)</b></p>\n<p>Shopify is a leading merchant platform that has consistently delivered for its long-term investors. With businesses having to close down during the pandemic, Shopify became a beacon of hope for small merchants starting their online businesses. As a result, its year-over-year revenue growth is dumbfounding 99.6%, which dwarfs its competition. Hence, with a wide moat and the ability to constantly evolve more than justifies SHOP stocks lofty valuation.</p>\n<p>2020 was another stellar year for the company, but it looks like it still has multiple chapters to write in its growth story.&nbsp;Its fulfillment center strategy&nbsp;is one of them, giving&nbsp;<b>Amazon</b>(NASDAQ:<b>AMZN</b>) a run for its money. Moreover, its Payments division and international markets are two major catalysts for future growth. The company expects to grow its revenues by $5 billion by 2023 and take a larger bite out of the e-commerce market.</p>\n<p><b>Square (SQ)</b></p>\n<p>Square has turned into a new-age financial services juggernaut. It has posted stellar growth rates, delivering monster quarterly results and outperforming its already high expectations. It continues to expand its distinct ecosystems, which includes its and Seller and Cash App. Both ecosystems exhibit a $160 billion addressable market opportunity collectively. Moreover, SQ stock has generated over 130% returns in the past 12-months.</p>\n<p>The Cash App platform has been a key driver of the company’s growth. Its monthly active users have grown by 50% to&nbsp;over 36 million in 2020.&nbsp; Through its&nbsp;<b>Bitcoin</b>(CCC:<b>BTC-USD</b>)&nbsp; functionalities and the impact of the Cash Card, it creates several monetization opportunities. Additionally, the re-opening of the U.S. and the worldwide economy will propel the stock further as more small and medium-sized enterprises regain their footing.</p>\n<p><b>Snap (SNAP)</b></p>\n<p>Social media giant Snap was in a tough spot a couple of years ago, as its user base stagnated considerably. However, it is now back in the game with improvements in monetization, augmented reality and unique content. Analysts point towards multiple years of double-digit revenue growth ahead, and its high long-term margin structure makes SNAP stock a highly attractive investment.</p>\n<p>Daily Active Users (DAUs) for the company increased on a year-over-year basisin each of the four quarters last year. The trend continued in the first quarter, where its DAUs grew by a healthy 22%.&nbsp; Moreover, revenues in the quarter were up 66%&nbsp;year-over-year to $170 million. It has multiple monetization avenues left to explore, including Maps, Spotlight, Stories and others.&nbsp; Hence, with forward revenue estimates of roughly 50%, the company is in pole position to deliver strong returns for the foreseeable future.</p>\n<p><b>Alibaba Group (BABA)</b></p>\n<p>Chinese e-commerce giant Alibaba has been one of the fastest-growing companies in the past several years. In the past seven years, its business has grown at a spectacular 23.8% CAGR and is still growing at an impressive pace. Year-over-year revenue growth has been at a remarkable 41%, with forward estimates over 35%. Analysts believe that BABA stock could generate over 300% returns in the next five years.</p>\n<p>Alibaba has gone a great job of diversifying its income streams from its traditional retail business. Some of these include cloud computing, entertainment, digital media and others. Cloud computing, in particular, is an area where Alibaba will look to invest heavily in the coming years. The high-margin business will help narrow down its losses and open up new opportunities in adjacent areas.</p>\n<p><b>Etsy (ETSY)</b></p>\n<p>Etsy is an online niche marketplace with a wide and sustainable moat. It has witnessed massive growth during the pandemic, as its revenues increased by triple-digit percentages in the past four quarters. Its gross merchandise value (GMV) and revenues increased by roughly 106% and 111%, respectively, in 2020. Moreover, its EBITDA growth on a year-over-year basis is at a stunning 391%. No wonder ETSY stock has surged over 78% in the past 12 months.</p>\n<p>With last year’s blow-out performance, investors are worried about whether the company can continue its progress. Etsy is expanding its business through some smart acquisitions. It recently acquired&nbsp;<b>Reverb</b>&nbsp;and&nbsp;<b>Depop</b>&nbsp;to expand its music and fashion recommerce expertise. These acquisitions will also facilitate the company’s global outreach.Etsy posted a 141% year-over-year growth&nbsp;in its first quarter, which suggests that it isn’t slowing down anytime soon.</p>\n<p><b>Roku (ROKU)</b></p>\n<p>Streaming giant Roku has been on a roll in the past year, with its revenues and subscribers fueled by the pandemic. It gained an unbelievable 16.7 million new users during the pandemic and now&nbsp;has 53.6 million users. It is likely to achieve a record 65 million users by the conclusion of this year. With strong user monetization and active user growth, ROKU stock could potentially surge to new heights.</p>\n<p>Looking ahead, the company has multiple growth drivers which could push its stock price higher in the future. Its CTV ad segment, in particular, could pay a lot of dividends with the gradual shift from linear to CTV. Moreover, it continues to invest heavily in its content library, with its recent launch of&nbsp;<b>Roku Originals</b>&nbsp;and its acquisition of&nbsp;<b>Saban Films</b>. Hence, it has an incredible growth runway ahead and should continue posting strong top and bottom-line numbers.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Growth Stocks to Buy and Hold for a Golden Retirement</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Growth Stocks to Buy and Hold for a Golden Retirement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 17:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/7-great-growth-stocks-to-buy-and-hold-for-a-golden-retirement/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growing return on investment\nThe last thing any retiree would want to do is to sit around and fret about ...</p>\n\n<a href=\"https://investorplace.com/2021/06/7-great-growth-stocks-to-buy-and-hold-for-a-golden-retirement/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNAP":"Snap Inc","SHOP":"Shopify Inc","ROKU":"Roku Inc","NET":"Cloudflare, Inc.","BABA":"阿里巴巴","ETSY":"Etsy, Inc.","SQ":"Block"},"source_url":"https://investorplace.com/2021/06/7-great-growth-stocks-to-buy-and-hold-for-a-golden-retirement/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103992527","content_text":"These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growing return on investment\nThe last thing any retiree would want to do is to sit around and fret about their portfolio. After all, they’ve worked hard to try to enjoy life as a senior and to not worry about their financial position. The best way to solve this problem is a well-rounded portfolio with the right balance of dividend, growth and value stocks. This article specifically focuses on the growth stocks to buy and how they can super-charge your retirement portfolio.\nGrowth stocks typically belong to those companies that are growing at an above-average rate in their respective industries. Moreover, these companies are poised to expand over a long-term horizon thanks to their ability to innovate and reinvent themselves. Growth investors look at forward profitability and cash flow metrics when picking out the best growth stocks to buy.\nWith that being said, this list below covers seven of the most promising growth stocks to buy, which will deliver returns across several markets.\n\nCloudflare(NYSE:NET)\nShopify(NYSE:SHOP)\nSquare(NYSE:SQ)\nSnap(NYSE:SNAP)\nAlibaba Group(NYSE:BABA)\nEtsy(NASDAQ:ETSY)\nRoku(NASDAQ:ROKU)\n\nCloudflare (NET)\nCloudflare has arguably one of the most active companies in the past year, launching more than 550 new products. The cloud platform has been growing rapidly and has expanded its total addressable market to over $70 billion. Additionally, it plans to spread into other profitable areas apart from its traditional content delivery services. Moreover, NET stock’s 12-month returns are at a staggering 180%.\nEarnings in the past year have been nothing short of amazing, with double-digit growth in revenues for the past three quarters. Year-over-year revenue growth is at a healthy 51%, with forward estimates at 42%.  As it looks to expand its product suite into large TAM areas such as cybersecurity and MPLS/SD-WAN, it will continue to post strong sales numbers for the foreseeable future.\nShopify (SHOP)\nShopify is a leading merchant platform that has consistently delivered for its long-term investors. With businesses having to close down during the pandemic, Shopify became a beacon of hope for small merchants starting their online businesses. As a result, its year-over-year revenue growth is dumbfounding 99.6%, which dwarfs its competition. Hence, with a wide moat and the ability to constantly evolve more than justifies SHOP stocks lofty valuation.\n2020 was another stellar year for the company, but it looks like it still has multiple chapters to write in its growth story. Its fulfillment center strategy is one of them, giving Amazon(NASDAQ:AMZN) a run for its money. Moreover, its Payments division and international markets are two major catalysts for future growth. The company expects to grow its revenues by $5 billion by 2023 and take a larger bite out of the e-commerce market.\nSquare (SQ)\nSquare has turned into a new-age financial services juggernaut. It has posted stellar growth rates, delivering monster quarterly results and outperforming its already high expectations. It continues to expand its distinct ecosystems, which includes its and Seller and Cash App. Both ecosystems exhibit a $160 billion addressable market opportunity collectively. Moreover, SQ stock has generated over 130% returns in the past 12-months.\nThe Cash App platform has been a key driver of the company’s growth. Its monthly active users have grown by 50% to over 36 million in 2020.  Through its Bitcoin(CCC:BTC-USD)  functionalities and the impact of the Cash Card, it creates several monetization opportunities. Additionally, the re-opening of the U.S. and the worldwide economy will propel the stock further as more small and medium-sized enterprises regain their footing.\nSnap (SNAP)\nSocial media giant Snap was in a tough spot a couple of years ago, as its user base stagnated considerably. However, it is now back in the game with improvements in monetization, augmented reality and unique content. Analysts point towards multiple years of double-digit revenue growth ahead, and its high long-term margin structure makes SNAP stock a highly attractive investment.\nDaily Active Users (DAUs) for the company increased on a year-over-year basisin each of the four quarters last year. The trend continued in the first quarter, where its DAUs grew by a healthy 22%.  Moreover, revenues in the quarter were up 66% year-over-year to $170 million. It has multiple monetization avenues left to explore, including Maps, Spotlight, Stories and others.  Hence, with forward revenue estimates of roughly 50%, the company is in pole position to deliver strong returns for the foreseeable future.\nAlibaba Group (BABA)\nChinese e-commerce giant Alibaba has been one of the fastest-growing companies in the past several years. In the past seven years, its business has grown at a spectacular 23.8% CAGR and is still growing at an impressive pace. Year-over-year revenue growth has been at a remarkable 41%, with forward estimates over 35%. Analysts believe that BABA stock could generate over 300% returns in the next five years.\nAlibaba has gone a great job of diversifying its income streams from its traditional retail business. Some of these include cloud computing, entertainment, digital media and others. Cloud computing, in particular, is an area where Alibaba will look to invest heavily in the coming years. The high-margin business will help narrow down its losses and open up new opportunities in adjacent areas.\nEtsy (ETSY)\nEtsy is an online niche marketplace with a wide and sustainable moat. It has witnessed massive growth during the pandemic, as its revenues increased by triple-digit percentages in the past four quarters. Its gross merchandise value (GMV) and revenues increased by roughly 106% and 111%, respectively, in 2020. Moreover, its EBITDA growth on a year-over-year basis is at a stunning 391%. No wonder ETSY stock has surged over 78% in the past 12 months.\nWith last year’s blow-out performance, investors are worried about whether the company can continue its progress. Etsy is expanding its business through some smart acquisitions. It recently acquired Reverb and Depop to expand its music and fashion recommerce expertise. These acquisitions will also facilitate the company’s global outreach.Etsy posted a 141% year-over-year growth in its first quarter, which suggests that it isn’t slowing down anytime soon.\nRoku (ROKU)\nStreaming giant Roku has been on a roll in the past year, with its revenues and subscribers fueled by the pandemic. It gained an unbelievable 16.7 million new users during the pandemic and now has 53.6 million users. It is likely to achieve a record 65 million users by the conclusion of this year. With strong user monetization and active user growth, ROKU stock could potentially surge to new heights.\nLooking ahead, the company has multiple growth drivers which could push its stock price higher in the future. Its CTV ad segment, in particular, could pay a lot of dividends with the gradual shift from linear to CTV. Moreover, it continues to invest heavily in its content library, with its recent launch of Roku Originals and its acquisition of Saban Films. Hence, it has an incredible growth runway ahead and should continue posting strong top and bottom-line numbers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120327682,"gmtCreate":1624304442946,"gmtModify":1631890532891,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120327682","repostId":"2145036422","repostType":2,"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120078349,"gmtCreate":1624290284481,"gmtModify":1631892801832,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"Wow 🤩&nbsp;","listText":"Wow 🤩&nbsp;","text":"Wow 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120078349","repostId":"1149447128","repostType":4,"repost":{"id":"1149447128","pubTimestamp":1624269214,"share":"https://www.laohu8.com/m/news/1149447128?lang=&edition=full","pubTime":"2021-06-21 17:53","market":"us","language":"en","title":"Cathie Wood Inspires Boom in New Funds That Upend ETF Order","url":"https://stock-news.laohu8.com/highlight/detail?id=1149447128","media":"Bloomberg","summary":"(Bloomberg) -- Not so long ago, actively managed ETFs were rare. Now they’re being created at twice ","content":"<p>(Bloomberg) -- Not so long ago, actively managed ETFs were rare. Now they’re being created at twice the rate of their passive rivals.</p>\n<p><img src=\"https://static.tigerbbs.com/75b983206c1659db2a1178ae685bc1dc\" tg-width=\"704\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p>\n<p>Inspired by the success of Cathie Wood’s ARK Innovation ETF (ticker ARKK), exchange-traded fund issuers have this year launched 115 active products versus just 51 passive funds, according to data compiled by Bloomberg.</p>\n<p>That’s the first time active launches have ever outstripped passive, and it’s powering the $6.5 trillion ETF market toward its busiest 12 months on record.</p>\n<p>It’s a comeback of sorts for stock pickers, and in an unlikely corner of Wall Street. Most active managers fail to beat their benchmarks net of fees -- a fact that has seen passive ETFs lure roughly $3 trillion over the past decade, while active funds gained only about $200 billion.</p>\n<p>But a combination of new rules and the enduring popularity of ETFs with investors means a slow but major shift is underway.</p>\n<p>“It’s almost impossible to start a small to medium hedge fund as a single manager,” said Nathan Miller, portfolio manager for New York-based Emles Advisors. “So we thought why go launch another hedge fund? Let’s launch an actively managed ETF.”</p>\n<p>The Emles Alpha Opportunities ETF (EOPS), which packages fast-money strategies in an exchange-traded wrapper, is one of the more recent active arrivals. It listed less than two weeks ago and already has about $66 million in assets.</p>\n<p>Major rule changes in late 2019 paved the way for funds like EOPS. It became easier to deploy stock-picking strategies in an ETF, and new structures evolved that would help keep exact investment strategies hidden.</p>\n<p>Active funds remain a small slice of the industry, and their assets make up just 3.4% of the overall ETF market. But that’s up from 2.7% a year ago. And in a sign the trend could continue, several large Wall Street firms who long held-out against ETFs are now embracing them.</p>\n<p><b>Thematic Boom</b></p>\n<p>Firms are also ramping up their thematic offerings, which invest according to compelling narratives like autonomous driving or sports betting.</p>\n<p>A record 22 thematic funds have launched since the start of the year, including Wood’s $619 million ARK Space Exploration ETF (ARKX) and BlackRock Inc.’s $1.4 billion U.S. Carbon Transition Readiness ETF (LCTU), which set a record in April with the industry’s biggest-ever launch.</p>\n<p>Roundhill Investments’ MVP ETF, which is focused on companies that own or support professional sports teams, Defiance’s Hotel Airline and Cruise ETF (CRUZ) and Bitwise Asset Management’s Crypto Industry Innovators ETF (BITQ) were among other thematic debuts.</p>\n<p><img src=\"https://static.tigerbbs.com/1ba7e61196a86a23b598ee23fa4d859a\" tg-width=\"705\" tg-height=\"398\" referrerpolicy=\"no-referrer\"></p>\n<p>For many, the aim is to tap the boom in retail investing that has seen individuals grow to comprise more than 20% of equity trading participation, according to Bloomberg Intelligence.</p>\n<p>“That’s really been a catalyst to help get some of these thematic ETFs off the ground quickly,” said Ben Slavin, head of ETFs for BNY Mellon Asset Servicing.</p>\n<p>Although not technically classified as a thematic fund, the retail-friendly VanEck Vectors Social Sentiment ETF (BUZZ) made waves earlier this year when it launched with an endorsement from Barstool Sports Inc. founder Dave Portnoy.</p>\n<p>The fund posted one of the best debuts in the industry’s history in March and currently has more than $243 million in assets.</p>\n<p><b>Hanging On</b></p>\n<p>As the new-arrival count surges, the number of exiting funds has plunged.</p>\n<p>So far this year, only 19 ETFs have liquidated or delisted, according to data compiled by Bloomberg. That compares with 104 in the first half of 2020, and 79 during the same period in 2019.</p>\n<p>Much of that endurance can be attributed to the bull market. Stocks have been repeatedly breaking records and cash has been flowing readily through the market. About 67% of U.S.-listed ETFs have taken in cash so far in 2021, according to Bloomberg Intelligence -- meaning issuers are less likely to pull the plug.</p>\n<p>“There’s generally increased optimism as we come out of the pandemic, and people are more excited and feeling more optimistic about their business development,” said Amrita Nandakumar, president of Vident Investment Advisory. “Fundraising is easier in a bull market.”</p>\n<p><img src=\"https://static.tigerbbs.com/64280781905ddf7c1ea631049965afd0\" tg-width=\"705\" tg-height=\"398\"></p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Inspires Boom in New Funds That Upend ETF Order</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 Inspires Boom in New Funds That Upend ETF Order\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 17:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/passive-investing-world-turned-upside-120000358.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Not so long ago, actively managed ETFs were rare. Now they’re being created at twice the rate of their passive rivals.\n\nInspired by the success of Cathie Wood’s ARK Innovation ETF (...</p>\n\n<a href=\"https://finance.yahoo.com/news/passive-investing-world-turned-upside-120000358.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/passive-investing-world-turned-upside-120000358.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149447128","content_text":"(Bloomberg) -- Not so long ago, actively managed ETFs were rare. Now they’re being created at twice the rate of their passive rivals.\n\nInspired by the success of Cathie Wood’s ARK Innovation ETF (ticker ARKK), exchange-traded fund issuers have this year launched 115 active products versus just 51 passive funds, according to data compiled by Bloomberg.\nThat’s the first time active launches have ever outstripped passive, and it’s powering the $6.5 trillion ETF market toward its busiest 12 months on record.\nIt’s a comeback of sorts for stock pickers, and in an unlikely corner of Wall Street. Most active managers fail to beat their benchmarks net of fees -- a fact that has seen passive ETFs lure roughly $3 trillion over the past decade, while active funds gained only about $200 billion.\nBut a combination of new rules and the enduring popularity of ETFs with investors means a slow but major shift is underway.\n“It’s almost impossible to start a small to medium hedge fund as a single manager,” said Nathan Miller, portfolio manager for New York-based Emles Advisors. “So we thought why go launch another hedge fund? Let’s launch an actively managed ETF.”\nThe Emles Alpha Opportunities ETF (EOPS), which packages fast-money strategies in an exchange-traded wrapper, is one of the more recent active arrivals. It listed less than two weeks ago and already has about $66 million in assets.\nMajor rule changes in late 2019 paved the way for funds like EOPS. It became easier to deploy stock-picking strategies in an ETF, and new structures evolved that would help keep exact investment strategies hidden.\nActive funds remain a small slice of the industry, and their assets make up just 3.4% of the overall ETF market. But that’s up from 2.7% a year ago. And in a sign the trend could continue, several large Wall Street firms who long held-out against ETFs are now embracing them.\nThematic Boom\nFirms are also ramping up their thematic offerings, which invest according to compelling narratives like autonomous driving or sports betting.\nA record 22 thematic funds have launched since the start of the year, including Wood’s $619 million ARK Space Exploration ETF (ARKX) and BlackRock Inc.’s $1.4 billion U.S. Carbon Transition Readiness ETF (LCTU), which set a record in April with the industry’s biggest-ever launch.\nRoundhill Investments’ MVP ETF, which is focused on companies that own or support professional sports teams, Defiance’s Hotel Airline and Cruise ETF (CRUZ) and Bitwise Asset Management’s Crypto Industry Innovators ETF (BITQ) were among other thematic debuts.\n\nFor many, the aim is to tap the boom in retail investing that has seen individuals grow to comprise more than 20% of equity trading participation, according to Bloomberg Intelligence.\n“That’s really been a catalyst to help get some of these thematic ETFs off the ground quickly,” said Ben Slavin, head of ETFs for BNY Mellon Asset Servicing.\nAlthough not technically classified as a thematic fund, the retail-friendly VanEck Vectors Social Sentiment ETF (BUZZ) made waves earlier this year when it launched with an endorsement from Barstool Sports Inc. founder Dave Portnoy.\nThe fund posted one of the best debuts in the industry’s history in March and currently has more than $243 million in assets.\nHanging On\nAs the new-arrival count surges, the number of exiting funds has plunged.\nSo far this year, only 19 ETFs have liquidated or delisted, according to data compiled by Bloomberg. That compares with 104 in the first half of 2020, and 79 during the same period in 2019.\nMuch of that endurance can be attributed to the bull market. Stocks have been repeatedly breaking records and cash has been flowing readily through the market. About 67% of U.S.-listed ETFs have taken in cash so far in 2021, according to Bloomberg Intelligence -- meaning issuers are less likely to pull the plug.\n“There’s generally increased optimism as we come out of the pandemic, and people are more excited and feeling more optimistic about their business development,” said Amrita Nandakumar, president of Vident Investment Advisory. “Fundraising is easier in a bull market.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166654195,"gmtCreate":1624007920817,"gmtModify":1631892801833,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"If you’re into gaming, this isn’t something foreign to you..&nbsp;Now it’s gonna be bigger bigger! 🙏🏻🤞🏻👀<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>","listText":"If you’re into gaming, this isn’t something foreign to you..&nbsp;Now it’s gonna be bigger bigger! 🙏🏻🤞🏻👀<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>","text":"If you’re into gaming, this isn’t something foreign to you.. Now it’s gonna be bigger bigger! 🙏🏻🤞🏻👀$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166654195","repostId":"2144742925","repostType":2,"repost":{"id":"2144742925","pubTimestamp":1623976535,"share":"https://www.laohu8.com/m/news/2144742925?lang=&edition=full","pubTime":"2021-06-18 08:35","market":"us","language":"en","title":"1 Growth Stock That Could Be Bigger Than Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2144742925","media":"Motley Fool","summary":"The next decade looks bright for this supercomputing company.","content":"<p>In 1999, <b>NVIDIA</b> (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into general-purpose processors. Together, these innovations transformed NVIDIA into a supercomputing company, powering its rise in the data center market.</p>\n<p>NVIDIA hasn't lost that innovative spark, and its pipeline is full of products that could be growth drivers over the coming decade. In fact, if the company executes on its massive market opportunity, I think NVIDIA could be bigger than <b>Apple</b> by 2031. Here are three reasons why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eaf8802c7ed003335f2860d2fb148e9\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Getty Images</span></p>\n<h2>1. The data center</h2>\n<p>Currently, NVIDIA controls over 90%&nbsp;of the data center accelerator market. Over the past 12 months, its data center business generated $7.6 billion in revenue, up 117%. But management sees a much larger market opportunity -- which could generate $100 billion by 2024.</p>\n<p>To that end, NVIDIA recently launched the DGX SuperPOD, a turnkey solution for enterprise artificial intelligence (AI). This cloud-native supercomputer simplifies AI, delivering in <a href=\"https://laohu8.com/S/AONE\">one</a> platform all of the resources (i.e., hardware and software) clients need to build and deploy AI applications.</p>\n<p>Likewise, the Bluefield-3 data processing unit (DPU) is a new chip designed to accelerate and secure data center infrastructure. Specifically, DPUs off-load services like networking, storage, and security, boosting the performance of central processing units (CPU).</p>\n<p>Finally, NVIDIA recently announced the Grace CPU. Set to launch in 2023, this ARM-based processor will accelerate AI workloads by a factor of 10. Moreover, alongside the DPU and GPU, it will make NVIDIA a three-chip company. CEO Jensen Huang believes this vertical integration will be a significant advantage, allowing NVIDIA to \"re-architect the data center to advance AI.\"</p>\n<h2><b>2. Autonomous vehicles</b></h2>\n<p>The NVIDIA DRIVE platform is designed to power autonomous vehicles (AVs). It combines in-car hardware with AI software, allowing vehicles to see, think, and move safely through their environments. In a recent report from advisory firm Navigant Research, NVIDIA DRIVE ranked as the No. 1 AV compute platform on the market.</p>\n<p>The brains behind this system is NVIDIA Orin, a supercomputer that delivers 254 TOPS of performance, meaning it can perform 254 trillion operations per second. By comparison, the latest chip from <b>Intel</b>'s&nbsp;<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a> -- the No. 2 player in Navigant's report -- delivers just 24 TOPS.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d24136b7828e9c57db066423f43bfd7\" tg-width=\"700\" tg-height=\"525\"><span>The NVIDIA Orin. Image source: NVIDIA.</span></p>\n<p>While NVIDIA Orin won't ship until 2022, automakers like <b>NIO</b> &nbsp;and <b>Volvo</b> have already selected NVIDIA DRIVE to power their autonomous fleets. As a result, NVIDIA is set to recognize $8 billion in automotive revenue over the next six years. But that small figure doesn't scratch the surface of its long-term potential.</p>\n<p>Management believes the AV platform market will reach $25 billion by 2025. Given its competitive edge, NVIDIA could capture the lion's share of that figure. And if that happens, automotive sales could become a third major revenue stream for NVIDIA, supplementing its gaming and data center businesses.</p>\n<h2><b>3. NVIDIA Omniverse</b></h2>\n<p>This summer, NVIDIA will launch Omniverse, a platform that allows clients to build 3D simulations in real time. It connects industry-leading design tools from partners like <b>Autodesk</b> and <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b>, enabling collaboration in a shared virtual space. This is a big deal for three reasons.</p>\n<p>First, Omniverse will accelerate AI. NVIDIA DRIVE Sim&nbsp;is an Omniverse-powered application that allows clients to generate synthetic driving data. That data can then be used in the real world to train AI models for autonomous vehicles.</p>\n<p>Second, Omniverse is a subscription product. That's noteworthy because semiconductor sales tend to be cyclical, which can cause lumpy revenue growth. But subscription sales are typically recurring in nature, meaning Omniverse could help NVIDIA grow its top line more consistently.</p>\n<p>Third, NVIDIA believes this is a stepping-stone to the Metaverse. If you're unfamiliar with the term, the idea comes from science fiction. The Metaverse refers to a persistent virtual world, a digital reality where people can interact and share experiences.</p>\n<p>Here's the big picture: The virtual reality market will hit $69 billion by 2028, according to Grand View Research. And so far, NVIDIA Omniverse is gaining traction rapidly. During the three-month beta testing period, it was downloaded by over 17,000 users.</p>\n<h2>A final word</h2>\n<p>To summarize, NVIDIA benefits from a solid competitive position and a massive market opportunity. Both advantages should be growth drivers over the coming decade. But will they be enough to eclipse Apple's current market cap of $2.1 trillion?</p>\n<p>No one knows the future, but I think it's possible. Since fiscal 2016 (ended Jan. 31, 2016), NVIDIA's revenue has grown at 29% per year. If it can maintain an annual growth rate of just 17% over the next decade (assuming its price-to-sales ratio remains unchanged), NVIDIA's market cap would reach $2.2 trillion in 2031.</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>1 Growth Stock That Could Be Bigger Than Apple</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\">\n1 Growth Stock That Could Be Bigger Than Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 1999, NVIDIA (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/\">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","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144742925","content_text":"In 1999, NVIDIA (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into general-purpose processors. Together, these innovations transformed NVIDIA into a supercomputing company, powering its rise in the data center market.\nNVIDIA hasn't lost that innovative spark, and its pipeline is full of products that could be growth drivers over the coming decade. In fact, if the company executes on its massive market opportunity, I think NVIDIA could be bigger than Apple by 2031. Here are three reasons why.\nImage source: Getty Images\n1. The data center\nCurrently, NVIDIA controls over 90% of the data center accelerator market. Over the past 12 months, its data center business generated $7.6 billion in revenue, up 117%. But management sees a much larger market opportunity -- which could generate $100 billion by 2024.\nTo that end, NVIDIA recently launched the DGX SuperPOD, a turnkey solution for enterprise artificial intelligence (AI). This cloud-native supercomputer simplifies AI, delivering in one platform all of the resources (i.e., hardware and software) clients need to build and deploy AI applications.\nLikewise, the Bluefield-3 data processing unit (DPU) is a new chip designed to accelerate and secure data center infrastructure. Specifically, DPUs off-load services like networking, storage, and security, boosting the performance of central processing units (CPU).\nFinally, NVIDIA recently announced the Grace CPU. Set to launch in 2023, this ARM-based processor will accelerate AI workloads by a factor of 10. Moreover, alongside the DPU and GPU, it will make NVIDIA a three-chip company. CEO Jensen Huang believes this vertical integration will be a significant advantage, allowing NVIDIA to \"re-architect the data center to advance AI.\"\n2. Autonomous vehicles\nThe NVIDIA DRIVE platform is designed to power autonomous vehicles (AVs). It combines in-car hardware with AI software, allowing vehicles to see, think, and move safely through their environments. In a recent report from advisory firm Navigant Research, NVIDIA DRIVE ranked as the No. 1 AV compute platform on the market.\nThe brains behind this system is NVIDIA Orin, a supercomputer that delivers 254 TOPS of performance, meaning it can perform 254 trillion operations per second. By comparison, the latest chip from Intel's Mobileye -- the No. 2 player in Navigant's report -- delivers just 24 TOPS.\nThe NVIDIA Orin. Image source: NVIDIA.\nWhile NVIDIA Orin won't ship until 2022, automakers like NIO  and Volvo have already selected NVIDIA DRIVE to power their autonomous fleets. As a result, NVIDIA is set to recognize $8 billion in automotive revenue over the next six years. But that small figure doesn't scratch the surface of its long-term potential.\nManagement believes the AV platform market will reach $25 billion by 2025. Given its competitive edge, NVIDIA could capture the lion's share of that figure. And if that happens, automotive sales could become a third major revenue stream for NVIDIA, supplementing its gaming and data center businesses.\n3. NVIDIA Omniverse\nThis summer, NVIDIA will launch Omniverse, a platform that allows clients to build 3D simulations in real time. It connects industry-leading design tools from partners like Autodesk and Adobe, enabling collaboration in a shared virtual space. This is a big deal for three reasons.\nFirst, Omniverse will accelerate AI. NVIDIA DRIVE Sim is an Omniverse-powered application that allows clients to generate synthetic driving data. That data can then be used in the real world to train AI models for autonomous vehicles.\nSecond, Omniverse is a subscription product. That's noteworthy because semiconductor sales tend to be cyclical, which can cause lumpy revenue growth. But subscription sales are typically recurring in nature, meaning Omniverse could help NVIDIA grow its top line more consistently.\nThird, NVIDIA believes this is a stepping-stone to the Metaverse. If you're unfamiliar with the term, the idea comes from science fiction. The Metaverse refers to a persistent virtual world, a digital reality where people can interact and share experiences.\nHere's the big picture: The virtual reality market will hit $69 billion by 2028, according to Grand View Research. And so far, NVIDIA Omniverse is gaining traction rapidly. During the three-month beta testing period, it was downloaded by over 17,000 users.\nA final word\nTo summarize, NVIDIA benefits from a solid competitive position and a massive market opportunity. Both advantages should be growth drivers over the coming decade. But will they be enough to eclipse Apple's current market cap of $2.1 trillion?\nNo one knows the future, but I think it's possible. Since fiscal 2016 (ended Jan. 31, 2016), NVIDIA's revenue has grown at 29% per year. If it can maintain an annual growth rate of just 17% over the next decade (assuming its price-to-sales ratio remains unchanged), NVIDIA's market cap would reach $2.2 trillion in 2031.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166653581,"gmtCreate":1624007564043,"gmtModify":1631892801836,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"👀👀<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>👀👀","listText":"👀👀<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>👀👀","text":"👀👀$Palantir Technologies Inc.(PLTR)$👀👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166653581","repostId":"1180977741","repostType":4,"repost":{"id":"1180977741","pubTimestamp":1623981539,"share":"https://www.laohu8.com/m/news/1180977741?lang=&edition=full","pubTime":"2021-06-18 09:58","market":"us","language":"en","title":"Palantir: The Untold Truth","url":"https://stock-news.laohu8.com/highlight/detail?id=1180977741","media":"seekingalpha","summary":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base an","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.</li>\n <li>But the company is actually doing well in terms of customer growth, margin expansion and government order wins.</li>\n <li>Investors with a long-term time horizon may want to accumulate its shares on potential price corrections.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abc7f93f4c7e615f66dca20523d1c16\" tg-width=\"1536\" tg-height=\"1077\"><span>C Flanigan/Getty Images Entertainment</span></p>\n<p>Palantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.</p>\n<p><b>Rapid Customer Growth</b></p>\n<p>Bears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.</p>\n<p>The company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.</p>\n<p><img src=\"https://static.tigerbbs.com/37577e60466b8a980efd8bee77b02711\" tg-width=\"640\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p>\n<p>The company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly&nbsp;payment model, ramping up its&nbsp;sales function&nbsp;and introducing&nbsp;free trials&nbsp;for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.</p>\n<p>Having said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.</p>\n<p>There are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:</p>\n<ul>\n <li>Palantir's target market isn't saturated yet and it can still find new customers with ease,</li>\n <li>These new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,</li>\n <li>If these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,</li>\n <li>If these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.</li>\n</ul>\n<p>Regarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4923a1dd5cc6af812c6dd7b8335f878\" tg-width=\"640\" tg-height=\"426\"><span>(Source: BusinessQuant.com)</span></p>\n<p><b>Margin Expansion</b></p>\n<p>Another issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/facd3a7bf5326c841c6f0e79d392d160\" tg-width=\"640\" tg-height=\"125\"><span>(Source:Seeking Alpha)</span></p>\n<p>But I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25614333f421bbcdaf90b43a6ed8e011\" tg-width=\"640\" tg-height=\"552\"><span>(Source: BusinessQuant.com)</span></p>\n<p>The company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b0017c547d56295730e8f7f4124935d\" tg-width=\"640\" tg-height=\"400\"><span>(Source:MarketScreener)</span></p>\n<p>Besides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.</p>\n<p><b>Government Contract Wins</b></p>\n<p>Moving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.</p>\n<p>Unless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.</p>\n<p>Palantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091203d7b476076ff008ca0c3b0f6ad2\" tg-width=\"640\" tg-height=\"352\"><span>(Source: BusinessQuant.com)</span></p>\n<p>So, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.</p>\n<p><b>Final Thoughts</b></p>\n<p>Palantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40584e7d2ca5458e8609338887f80e2f\" tg-width=\"640\" tg-height=\"361\"><span>(Source: BusinessQuant.com)</span></p>\n<p>However, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.</p>\n<p>So, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.</p>\n<p>Keeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Untold Truth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Untold Truth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435125-palantir-the-untold-truth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.\nBut the company is actually doing well in terms of customer growth, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435125-palantir-the-untold-truth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4435125-palantir-the-untold-truth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180977741","content_text":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.\nBut the company is actually doing well in terms of customer growth, margin expansion and government order wins.\nInvestors with a long-term time horizon may want to accumulate its shares on potential price corrections.\n\nC Flanigan/Getty Images Entertainment\nPalantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.\nRapid Customer Growth\nBears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.\nThe company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.\n\nThe company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly payment model, ramping up its sales function and introducing free trials for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.\nHaving said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.\nThere are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:\n\nPalantir's target market isn't saturated yet and it can still find new customers with ease,\nThese new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,\nIf these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,\nIf these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.\n\nRegarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.\n(Source: BusinessQuant.com)\nMargin Expansion\nAnother issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.\n(Source:Seeking Alpha)\nBut I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.\n(Source: BusinessQuant.com)\nThe company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.\n(Source:MarketScreener)\nBesides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.\nGovernment Contract Wins\nMoving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.\nUnless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.\nPalantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.\n(Source: BusinessQuant.com)\nSo, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.\nFinal Thoughts\nPalantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.\n(Source: BusinessQuant.com)\nHowever, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.\nSo, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.\nKeeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161774018,"gmtCreate":1623942290334,"gmtModify":1631892801837,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"🤔","listText":"🤔","text":"🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161774018","repostId":"2144411077","repostType":4,"repost":{"id":"2144411077","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623939312,"share":"https://www.laohu8.com/m/news/2144411077?lang=&edition=full","pubTime":"2021-06-17 22:15","market":"us","language":"en","title":"Hong Kong tycoon Richard Li's FWD files for U.S. listing","url":"https://stock-news.laohu8.com/highlight/detail?id=2144411077","media":"Reuters","summary":"HONG KONG, June 17 (Reuters) - Hong Kong tycoon Richard Li's insurer FWD said it has lodged an appli","content":"<p>HONG KONG, June 17 (Reuters) - Hong Kong tycoon Richard Li's insurer FWD said it has lodged an application to regulators for an initial public offering <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> in the United States.</p>\n<p>The company did not disclose the size of the IPO, but the deal could raise between $2 and $3 billion, people familiar with the matter said.</p>\n<p>A fundraising of that size would value FWD at $13 billion to $15 billion, they added.</p>\n<p>FWD declined to comment on the potential size of the deal.</p>\n<p>The number of American Depositary Shares <a href=\"https://laohu8.com/S/ADS\">$(ADS)$</a> and price range have yet to be determined, a statement from the company said.</p>\n<p>\"The IPO is expected to take place after the SEC (U.S. Securities and Exchange Commission) completes its review process, subject to market conditions,\" it added.</p>\n<p>The IPO filing comes under FWD holding company PCGI Intermediate.</p>\n<p>Richard Li is the son of Hong Kong's richest man Li Ka-Shing. Billionaire Li laid the foundation for FWD in 2012 with the acquisition of ING's Hong Kong, Macau and Thailand units for $2.1 billion and has continued this bolt-on approach since.</p>\n<p>The company's major acquisitions included its $3 billion purchase of Siam Commercial Bank's life insurance unit in Thailand in 2019, just days after agreeing to buy the Hong Kong operations of U.S. insurer MetLife Inc .</p>\n<p>FWD is the insurance business of Li's investment arm Pacific Century Group.</p>\n<p>FWD has businesses across 10 Asian markets led by Hong Kong, Indonesia, Japan and Macau, according to its website.</p>\n<p>The company has $62.6 billion in assets and 9.8 million customers, a factsheet on its website states which also says FWD's minor shareholders include Swiss Re , GIC Ventures, RBJ Capital and Hopu Investments.</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>Hong Kong tycoon Richard Li's FWD files for U.S. listing</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\">\nHong Kong tycoon Richard Li's FWD files for U.S. listing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-17 22:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>HONG KONG, June 17 (Reuters) - Hong Kong tycoon Richard Li's insurer FWD said it has lodged an application to regulators for an initial public offering <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> in the United States.</p>\n<p>The company did not disclose the size of the IPO, but the deal could raise between $2 and $3 billion, people familiar with the matter said.</p>\n<p>A fundraising of that size would value FWD at $13 billion to $15 billion, they added.</p>\n<p>FWD declined to comment on the potential size of the deal.</p>\n<p>The number of American Depositary Shares <a href=\"https://laohu8.com/S/ADS\">$(ADS)$</a> and price range have yet to be determined, a statement from the company said.</p>\n<p>\"The IPO is expected to take place after the SEC (U.S. Securities and Exchange Commission) completes its review process, subject to market conditions,\" it added.</p>\n<p>The IPO filing comes under FWD holding company PCGI Intermediate.</p>\n<p>Richard Li is the son of Hong Kong's richest man Li Ka-Shing. Billionaire Li laid the foundation for FWD in 2012 with the acquisition of ING's Hong Kong, Macau and Thailand units for $2.1 billion and has continued this bolt-on approach since.</p>\n<p>The company's major acquisitions included its $3 billion purchase of Siam Commercial Bank's life insurance unit in Thailand in 2019, just days after agreeing to buy the Hong Kong operations of U.S. insurer MetLife Inc .</p>\n<p>FWD is the insurance business of Li's investment arm Pacific Century Group.</p>\n<p>FWD has businesses across 10 Asian markets led by Hong Kong, Indonesia, Japan and Macau, according to its website.</p>\n<p>The company has $62.6 billion in assets and 9.8 million customers, a factsheet on its website states which also says FWD's minor shareholders include Swiss Re , GIC Ventures, RBJ Capital and Hopu Investments.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MET":"大都会人寿"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144411077","content_text":"HONG KONG, June 17 (Reuters) - Hong Kong tycoon Richard Li's insurer FWD said it has lodged an application to regulators for an initial public offering $(IPO.UK)$ in the United States.\nThe company did not disclose the size of the IPO, but the deal could raise between $2 and $3 billion, people familiar with the matter said.\nA fundraising of that size would value FWD at $13 billion to $15 billion, they added.\nFWD declined to comment on the potential size of the deal.\nThe number of American Depositary Shares $(ADS)$ and price range have yet to be determined, a statement from the company said.\n\"The IPO is expected to take place after the SEC (U.S. Securities and Exchange Commission) completes its review process, subject to market conditions,\" it added.\nThe IPO filing comes under FWD holding company PCGI Intermediate.\nRichard Li is the son of Hong Kong's richest man Li Ka-Shing. Billionaire Li laid the foundation for FWD in 2012 with the acquisition of ING's Hong Kong, Macau and Thailand units for $2.1 billion and has continued this bolt-on approach since.\nThe company's major acquisitions included its $3 billion purchase of Siam Commercial Bank's life insurance unit in Thailand in 2019, just days after agreeing to buy the Hong Kong operations of U.S. insurer MetLife Inc .\nFWD is the insurance business of Li's investment arm Pacific Century Group.\nFWD has businesses across 10 Asian markets led by Hong Kong, Indonesia, Japan and Macau, according to its website.\nThe company has $62.6 billion in assets and 9.8 million customers, a factsheet on its website states which also says FWD's minor shareholders include Swiss Re , GIC Ventures, RBJ Capital and Hopu Investments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":154030701,"gmtCreate":1625458937703,"gmtModify":1631890532792,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>[Love&nbsp;you]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>[Love&nbsp;you]&nbsp;","text":"$Alibaba(BABA)$[Love you]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/154030701","repostId":"1170100655","repostType":4,"repost":{"id":"1170100655","pubTimestamp":1625452503,"share":"https://www.laohu8.com/m/news/1170100655?lang=&edition=full","pubTime":"2021-07-05 10:35","market":"hk","language":"en","title":"Best E-Commerce Stocks To Buy In July 2021? 4 Names In Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1170100655","media":"Nasdaq","summary":"Could These Be The Top E-Commerce Stocks To Watch Right Now?E-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as P","content":"<p>Could These Be The Top E-Commerce Stocks To Watch Right Now?</p>\n<p>E-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as Pinterest Inc (NYSE: PINS) even have augmented reality features that would allow you to have a rough idea of what you’re getting.</p>\n<p>The shift to online shopping has resulted in many emerging e-commerce companies. For example, we have Jumia Technologies (NYSE: JMIA) that aims to be the top online marketplace in the whole of Africa. Perhaps, this should not be overlooked as e-commerce is still a growing sector in Africa. Moreover, JMIA stock has already soared by more than 400% just within the past year. Now, if you are optimistic about the future of e-commerce, here’s a list of fourtop e-commerce stocks to watchin thestock market today.</p>\n<p>Best E-Commerce Stocks To Watch</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</b>(NASDAQ: ETSY)</li>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b>(NASDAQ: EBAY)</li>\n <li><b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group Holding Ltd</b>(NYSE: BABA)</li>\n <li><b>Chewy Inc</b>(NYSE: CHWY)</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</p>\n<p>Let us start the list with Etsy. The company operates a marketplace where people globally connect, both online and offline to sell and buy goods. It also offers a range of seller services and tools that help entrepreneurs manage their businesses. As of now, the company’s seller services include Direct Checkout, Promoted Listings, Shipping Labels, and <a href=\"https://laohu8.com/S/PEGI\">Pattern</a> by Etsy. ETSY stock has risen by over 80% over the past year.</p>\n<p><img src=\"https://static.tigerbbs.com/4998810533317bc7562c92dbf9801556\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p>On Monday, Etsy signed a definitive agreement to acquire Elo7, a privately held marketplace for unique, handmade items, ranked as a top 10 e-commerce site in Brazil. The Elo7 marketplace connects approximately 1.9 million active buyers with approximately 56,000 active sellers and currently has approximately 8 million items for sale. Hence, this deal would establish Etsy’s presence in Latin America, an underpenetrated e-commerce region.</p>\n<p>Etsy is not resting on its laurels. It also signed a definitive agreement to acquire Depop, a purpose-driven marketplace for unique fashion for $1.625 billion earlier in June. Depop is a community-powered marketplace to buy and sell unique fashion, with a mission to build the world’s most diverse and progressive home of fashion. It appears that 90% of Depop’s active users are under the age of 26. So, this could serve as a resale home for Gen Z consumers to the Etsy family. Given all these exciting developments, would you consider investing in ETSY stock?</p>\n<p><a href=\"https://laohu8.com/S/EBAY\">eBay</a> Inc</p>\n<p>Next, we have <a href=\"https://laohu8.com/S/AONE\">one</a> of the industry leaders of e-commerce, <a href=\"https://laohu8.com/S/EBAYL\">eBay</a>. Essentially, the company operates marketplace platforms that connect buyers and sellers globally. This includes its online marketplace at ebay.com and the <a href=\"https://laohu8.com/S/EBAY\">eBay</a> suite of mobile apps. So, you could buy, sell, and pay for items through various online and offline channels. eBay stock has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better-performing stocks within the e-commerce space this year. It has climbed by over 35% year-to-date.</p>\n<p><img src=\"https://static.tigerbbs.com/3225891cc70ad7e916ca99aa07101ba2\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> last week, the company announced the completion of the transfer of its Classifieds business to Adevinta in exchange for $2.5 billion cash and a 44% equity stake in Adevinta. This combination will hopefully create a leading global online classifieds business. In the long run, both companies will be primed to benefit from its combined portfolio that may offer additional value for its customers and shareholders.</p>\n<p>eBay also had an impressive first quarter to start the year with the highest revenue growth since 2005. Its revenue was $3.0 billion, up 42% on an as-reported basis. There was also increased activity on its platform. Annual active buyers grew by 7%, now at a total of 187 million. Meanwhile, its annual active sellers grew by 8%, for a total of 20 million. We can see that the company is firing on all cylinders as we recover from the global pandemic. With that in mind, would you add EBAY stock to your watchlist?</p>\n<p><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd</p>\n<p>Coming up next, we have <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest e-commerce companies in the world, <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>. The company’s technology infrastructure and marketing reach help merchants and brands to leverage the power of technology to engage its users, and customers to operate. As of today, its three main sites, Taobao, Tmall, and <a href=\"https://laohu8.com/S/09988\">Alibaba</a>.com boast hundreds of millions of users and host millions of merchants and businesses.</p>\n<p><img src=\"https://static.tigerbbs.com/fd0bf902b6908baca1ebc71478c54967\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p>Fundamentally, the company is as strong as ever. For its fourth-quarter fiscal 2021 earnings report, its revenue climbed to $28.6 billion, representing a 64% increase. Alibaba also reported 811 million annual active consumers in <a href=\"https://laohu8.com/S/CAAS\">China</a> which represents an 11% growth year-over-year. This is important because retaining and attracting active consumers would support the company’s business model.</p>\n<p>That said, it has not been a fantastic year for Alibaba this year. The company’s struggle this year was affected by the Chinese government. Alibaba was hit with a record fine of $2.75 billion earlier in April. However, the worst could be over for the company as the Chinese government is slowly shifting its focus to the company’s competitors. So, if you have missed the boat on BABA stock prior to this, could this be the classic buy-on-dip opportunity?</p>\n<p>Chewy Inc</p>\n<p>Last on this list, we have an e-commerce company that specializes in pet products, Chewy. In essence, it provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services. Pet lovers out there could access all these products through its chewy.com retail website, and its mobile applications. The company stock may have been trading sideways since the start of the year. But, it has still climbed by over 70% over the past year.</p>\n<p><img src=\"https://static.tigerbbs.com/15d6c920416f733d0edf62d1148a8061\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p>In June, the company posted its first-quarter financial report that beat analysts’ expectations. Its net sales were $2.14 billion, growing 31.7% year-over-year. Meanwhile, its adjusted EBITDA came in at $77.4 million and its net income was $38.7 million. More importantly, Chewy added 600,000 active customers during the quarter which brings the number of active customers to 19.2 million. All in all, the company is growing in the right direction.</p>\n<p>Furthermore, Chewy also continues to innovate on their popular telehealth service, Connect with a Vet. May’s expansion includes the highly anticipated video consultation feature which allows pre-scheduling virtual vet consultation and extended hours of operation including weekends. With this, customers gain more accessibility to the company’s services and a better experience overall. With that in mind, would CHWY stock make your watchlist?</p>","source":"lsy1603171495471","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>Best E-Commerce Stocks To Buy In July 2021? 4 Names In Focus</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\">\nBest E-Commerce Stocks To Buy In July 2021? 4 Names In Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nasdaq.com/articles/best-e-commerce-stocks-to-buy-in-july-2021-4-names-in-focus-2021-07-02><strong>Nasdaq</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Could These Be The Top E-Commerce Stocks To Watch Right Now?\nE-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the ...</p>\n\n<a href=\"https://www.nasdaq.com/articles/best-e-commerce-stocks-to-buy-in-july-2021-4-names-in-focus-2021-07-02\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHWY":"Chewy, Inc.","BABA":"阿里巴巴","ETSY":"Etsy, Inc.","EBAY":"eBay"},"source_url":"https://www.nasdaq.com/articles/best-e-commerce-stocks-to-buy-in-july-2021-4-names-in-focus-2021-07-02","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170100655","content_text":"Could These Be The Top E-Commerce Stocks To Watch Right Now?\nE-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as Pinterest Inc (NYSE: PINS) even have augmented reality features that would allow you to have a rough idea of what you’re getting.\nThe shift to online shopping has resulted in many emerging e-commerce companies. For example, we have Jumia Technologies (NYSE: JMIA) that aims to be the top online marketplace in the whole of Africa. Perhaps, this should not be overlooked as e-commerce is still a growing sector in Africa. Moreover, JMIA stock has already soared by more than 400% just within the past year. Now, if you are optimistic about the future of e-commerce, here’s a list of fourtop e-commerce stocks to watchin thestock market today.\nBest E-Commerce Stocks To Watch\n\nEtsy Inc(NASDAQ: ETSY)\neBay Inc(NASDAQ: EBAY)\nAlibaba Group Holding Ltd(NYSE: BABA)\nChewy Inc(NYSE: CHWY)\n\nEtsy Inc\nLet us start the list with Etsy. The company operates a marketplace where people globally connect, both online and offline to sell and buy goods. It also offers a range of seller services and tools that help entrepreneurs manage their businesses. As of now, the company’s seller services include Direct Checkout, Promoted Listings, Shipping Labels, and Pattern by Etsy. ETSY stock has risen by over 80% over the past year.\n\nOn Monday, Etsy signed a definitive agreement to acquire Elo7, a privately held marketplace for unique, handmade items, ranked as a top 10 e-commerce site in Brazil. The Elo7 marketplace connects approximately 1.9 million active buyers with approximately 56,000 active sellers and currently has approximately 8 million items for sale. Hence, this deal would establish Etsy’s presence in Latin America, an underpenetrated e-commerce region.\nEtsy is not resting on its laurels. It also signed a definitive agreement to acquire Depop, a purpose-driven marketplace for unique fashion for $1.625 billion earlier in June. Depop is a community-powered marketplace to buy and sell unique fashion, with a mission to build the world’s most diverse and progressive home of fashion. It appears that 90% of Depop’s active users are under the age of 26. So, this could serve as a resale home for Gen Z consumers to the Etsy family. Given all these exciting developments, would you consider investing in ETSY stock?\neBay Inc\nNext, we have one of the industry leaders of e-commerce, eBay. Essentially, the company operates marketplace platforms that connect buyers and sellers globally. This includes its online marketplace at ebay.com and the eBay suite of mobile apps. So, you could buy, sell, and pay for items through various online and offline channels. eBay stock has been one of the better-performing stocks within the e-commerce space this year. It has climbed by over 35% year-to-date.\n\nJust last week, the company announced the completion of the transfer of its Classifieds business to Adevinta in exchange for $2.5 billion cash and a 44% equity stake in Adevinta. This combination will hopefully create a leading global online classifieds business. In the long run, both companies will be primed to benefit from its combined portfolio that may offer additional value for its customers and shareholders.\neBay also had an impressive first quarter to start the year with the highest revenue growth since 2005. Its revenue was $3.0 billion, up 42% on an as-reported basis. There was also increased activity on its platform. Annual active buyers grew by 7%, now at a total of 187 million. Meanwhile, its annual active sellers grew by 8%, for a total of 20 million. We can see that the company is firing on all cylinders as we recover from the global pandemic. With that in mind, would you add EBAY stock to your watchlist?\nAlibaba Group Holding Ltd\nComing up next, we have one of the largest e-commerce companies in the world, Alibaba. The company’s technology infrastructure and marketing reach help merchants and brands to leverage the power of technology to engage its users, and customers to operate. As of today, its three main sites, Taobao, Tmall, and Alibaba.com boast hundreds of millions of users and host millions of merchants and businesses.\n\nFundamentally, the company is as strong as ever. For its fourth-quarter fiscal 2021 earnings report, its revenue climbed to $28.6 billion, representing a 64% increase. Alibaba also reported 811 million annual active consumers in China which represents an 11% growth year-over-year. This is important because retaining and attracting active consumers would support the company’s business model.\nThat said, it has not been a fantastic year for Alibaba this year. The company’s struggle this year was affected by the Chinese government. Alibaba was hit with a record fine of $2.75 billion earlier in April. However, the worst could be over for the company as the Chinese government is slowly shifting its focus to the company’s competitors. So, if you have missed the boat on BABA stock prior to this, could this be the classic buy-on-dip opportunity?\nChewy Inc\nLast on this list, we have an e-commerce company that specializes in pet products, Chewy. In essence, it provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services. Pet lovers out there could access all these products through its chewy.com retail website, and its mobile applications. The company stock may have been trading sideways since the start of the year. But, it has still climbed by over 70% over the past year.\n\nIn June, the company posted its first-quarter financial report that beat analysts’ expectations. Its net sales were $2.14 billion, growing 31.7% year-over-year. Meanwhile, its adjusted EBITDA came in at $77.4 million and its net income was $38.7 million. More importantly, Chewy added 600,000 active customers during the quarter which brings the number of active customers to 19.2 million. All in all, the company is growing in the right direction.\nFurthermore, Chewy also continues to innovate on their popular telehealth service, Connect with a Vet. May’s expansion includes the highly anticipated video consultation feature which allows pre-scheduling virtual vet consultation and extended hours of operation including weekends. With this, customers gain more accessibility to the company’s services and a better experience overall. With that in mind, would CHWY stock make your watchlist?","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144133407,"gmtCreate":1626271056709,"gmtModify":1631890532787,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>it’s fortunate to be able to see it grow little by little[Love&nbsp;you]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>it’s fortunate to be able to see it grow little by little[Love&nbsp;you]&nbsp;","text":"$NVIDIA Corp(NVDA)$it’s fortunate to be able to see it grow little by little[Love you]","images":[{"img":"https://static.tigerbbs.com/1c8821755b9ed4fd6b66a07ebfc1736c","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144133407","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":166653581,"gmtCreate":1624007564043,"gmtModify":1631892801836,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"👀👀<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>👀👀","listText":"👀👀<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>👀👀","text":"👀👀$Palantir Technologies Inc.(PLTR)$👀👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166653581","repostId":"1180977741","repostType":4,"repost":{"id":"1180977741","pubTimestamp":1623981539,"share":"https://www.laohu8.com/m/news/1180977741?lang=&edition=full","pubTime":"2021-06-18 09:58","market":"us","language":"en","title":"Palantir: The Untold Truth","url":"https://stock-news.laohu8.com/highlight/detail?id=1180977741","media":"seekingalpha","summary":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base an","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.</li>\n <li>But the company is actually doing well in terms of customer growth, margin expansion and government order wins.</li>\n <li>Investors with a long-term time horizon may want to accumulate its shares on potential price corrections.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abc7f93f4c7e615f66dca20523d1c16\" tg-width=\"1536\" tg-height=\"1077\"><span>C Flanigan/Getty Images Entertainment</span></p>\n<p>Palantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.</p>\n<p><b>Rapid Customer Growth</b></p>\n<p>Bears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.</p>\n<p>The company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.</p>\n<p><img src=\"https://static.tigerbbs.com/37577e60466b8a980efd8bee77b02711\" tg-width=\"640\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p>\n<p>The company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly&nbsp;payment model, ramping up its&nbsp;sales function&nbsp;and introducing&nbsp;free trials&nbsp;for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.</p>\n<p>Having said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.</p>\n<p>There are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:</p>\n<ul>\n <li>Palantir's target market isn't saturated yet and it can still find new customers with ease,</li>\n <li>These new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,</li>\n <li>If these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,</li>\n <li>If these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.</li>\n</ul>\n<p>Regarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4923a1dd5cc6af812c6dd7b8335f878\" tg-width=\"640\" tg-height=\"426\"><span>(Source: BusinessQuant.com)</span></p>\n<p><b>Margin Expansion</b></p>\n<p>Another issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/facd3a7bf5326c841c6f0e79d392d160\" tg-width=\"640\" tg-height=\"125\"><span>(Source:Seeking Alpha)</span></p>\n<p>But I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25614333f421bbcdaf90b43a6ed8e011\" tg-width=\"640\" tg-height=\"552\"><span>(Source: BusinessQuant.com)</span></p>\n<p>The company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b0017c547d56295730e8f7f4124935d\" tg-width=\"640\" tg-height=\"400\"><span>(Source:MarketScreener)</span></p>\n<p>Besides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.</p>\n<p><b>Government Contract Wins</b></p>\n<p>Moving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.</p>\n<p>Unless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.</p>\n<p>Palantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091203d7b476076ff008ca0c3b0f6ad2\" tg-width=\"640\" tg-height=\"352\"><span>(Source: BusinessQuant.com)</span></p>\n<p>So, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.</p>\n<p><b>Final Thoughts</b></p>\n<p>Palantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40584e7d2ca5458e8609338887f80e2f\" tg-width=\"640\" tg-height=\"361\"><span>(Source: BusinessQuant.com)</span></p>\n<p>However, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.</p>\n<p>So, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.</p>\n<p>Keeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Untold Truth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Untold Truth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435125-palantir-the-untold-truth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.\nBut the company is actually doing well in terms of customer growth, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435125-palantir-the-untold-truth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4435125-palantir-the-untold-truth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180977741","content_text":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.\nBut the company is actually doing well in terms of customer growth, margin expansion and government order wins.\nInvestors with a long-term time horizon may want to accumulate its shares on potential price corrections.\n\nC Flanigan/Getty Images Entertainment\nPalantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.\nRapid Customer Growth\nBears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.\nThe company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.\n\nThe company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly payment model, ramping up its sales function and introducing free trials for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.\nHaving said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.\nThere are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:\n\nPalantir's target market isn't saturated yet and it can still find new customers with ease,\nThese new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,\nIf these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,\nIf these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.\n\nRegarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.\n(Source: BusinessQuant.com)\nMargin Expansion\nAnother issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.\n(Source:Seeking Alpha)\nBut I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.\n(Source: BusinessQuant.com)\nThe company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.\n(Source:MarketScreener)\nBesides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.\nGovernment Contract Wins\nMoving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.\nUnless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.\nPalantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.\n(Source: BusinessQuant.com)\nSo, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.\nFinal Thoughts\nPalantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.\n(Source: BusinessQuant.com)\nHowever, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.\nSo, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.\nKeeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151939485,"gmtCreate":1625061143947,"gmtModify":1631885865264,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>|&nbsp;<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>|&nbsp;<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>|&nbsp;<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>|&nbsp;<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>","text":"$NVIDIA Corp(NVDA)$| $AMD(AMD)$| $Intel(INTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151939485","repostId":"2147614258","repostType":2,"repost":{"id":"2147614258","pubTimestamp":1625038982,"share":"https://www.laohu8.com/m/news/2147614258?lang=&edition=full","pubTime":"2021-06-30 15:43","market":"us","language":"en","title":"NVIDIA, AMD, or Intel: Which Is the Best Chip Stock to Buy Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2147614258","media":"Motley Fool","summary":"Investors looking to add a top chip stock to their portfolios will find a gem among these three companies.","content":"<p>The <b>PHLX Semiconductor Sector Index</b> has generated solid gains so far this year, despite the chip shortage and the sell-off in tech stocks earlier in 2021. However, not all of the index's components&nbsp;have been on fire.</p>\n<p>While <b>NVIDIA</b> (NASDAQ:NVDA) stock has roared higher on the back of a strong showing from its gaming and data center businesses, <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) stock price has failed to sustain its terrific momentum from 2020 and headed south. <b>Intel</b> (NASDAQ:INTC) stock, meanwhile, has pulled back over the past couple of months as its April quarterly report gave rise to a bunch of red flags.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9370f4910c316005dca44a55d295679\" tg-width=\"720\" tg-height=\"483\"><span>AMD data by YCharts</span></p>\n<p>Does this mean NVIDIA is the <a href=\"https://laohu8.com/S/AONE\">one</a> you should be buying? Or will AMD's and Intel's fortunes turn around in the second half of the year, making them potentially better buys than the richly valued NVIDIA? Let's find out.</p>\n<h2>NVIDIA: Benefitting from long-term growth catalysts</h2>\n<p>It is safe to say that NVIDIA is firing on all cylinders, as almost all the company's business segments registered eye-popping growth in the first quarter of fiscal 2022. Barring the automotive business, which saw a 1% revenue decline, the gaming, data center, professional visualization, and OEM (original equipment manufacturer) segments recorded varying degrees of impressive growth during the quarter.</p>\n<p>As a result, NVIDIA's total Q1 revenue jumped 84% year over year to $5.66 billion, while non-GAAP earnings more than doubled to $3.66 per share. The company's guidance was also a solid <a href=\"https://laohu8.com/S/AONE.U\">one</a>, with its estimated second-quarter revenue of $6.3 billion expected to increase nearly 63% year over year at the midpoint of its guidance range.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e52f3c866905316452fa461447bc7057\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<p>NVIDIA can sustain such high rates of growth beyond 2021 as the data center and gaming markets, which account for nearly&nbsp;85% of the total revenue, are sitting on long-term catalysts. The data center segment's revenue hit $2 billion for the first time last quarter, recording 79% growth over the year-ago period. NVIDIA credits the segment's outstanding growth to strong demand from hyperscale customers deploying its GPUs (graphics processing units) for artificial intelligence (AI) applications.</p>\n<p>NVIDIA says that its data center GPUs are \"deployed across all major hyperscale and cloud service providers globally and we see strengthening demand in the coming quarters.\" That's not surprising, as the demand for data center GPUs could grow at a compound annual growth rate (CAGR) of 42% through 2027, hitting $20.6 billion in revenue. NVIDIA is in a solid position to tap this opportunity, as it supplies its GPUs to the top cloud service providers and has been taking steps to diversify its revenue streams.</p>\n<p>Meanwhile, NVIDIA's 80%-plus market share of gaming graphics cards will be another big tailwind for the company. Its video gaming revenue more than doubled last quarter to $2.76 billion. Jon Peddie Research estimates&nbsp;that the market for discrete gaming GPUs could jump from $23.6 billion last year to more than $54 billion by 2025. NVIDIA's dominant market share means that it could win big from the additional revenue opportunity.</p>\n<h2>Advanced Micro Devices: Widening its gap over Intel</h2>\n<p>AMD stock's retreat on the market isn't justified, as the chipmaker's impressive financial growth has continued this year after a strong 2020. AMD is on track to record&nbsp;50% revenue growth in 2021, though it can do better as it was originally anticipating a 37% increase when the year began. The company's market share gains in the client and server CPU (central processing unit) markets, as well as the growing demand for graphics cards, have encouraged it to raise the guidance.</p>\n<p>However, AMD can finish the year on a much stronger note, as it recorded 93% year-over-year revenue growth in Q1 to $3.4 billion, which was ahead of the market's expectations. The company is pulling the right strings to ensure that it sustains its high levels of growth, such as consistently winning market share from Intel.</p>\n<p><a href=\"https://laohu8.com/S/BPOPM\">Popular</a> video game distribution platform Steam reports that AMD's share of the client CPU market has now exceeded&nbsp;30%, a massive improvement from three years ago when it held just over 16% of the market. AMD's gains have been driven by a superior manufacturing process based on a 7-nanometer manufacturing node, while Intel's competing chips are expected to be out later&nbsp;this year.</p>\n<p>But AMD seems all set to widen the gap over Chipzilla, as the former's foundry partner <b>Taiwan Semiconductor Manufacturing</b> is working on smaller 5nm and 6nm nodes. Such a move is likely to give AMD's Ryzen CPUs another performance boost and ensure that they continue to sell like&nbsp;hotcakes.</p>\n<p>On the other hand, the massive increase in sales of gaming graphics cards, as discussed earlier, will also be a tailwind for AMD. That's because AMD plays second fiddle to NVIDIA in the GPU market, and the additional revenue opportunity over there could substantially add to its revenue in the long run. Throw in other catalysts such as the new console cycle that's giving AMD a significant lift, and it becomes easier to see why the company's fast growth is here to stay.</p>\n<h2>Intel: Trouble regaining its mojo</h2>\n<p>Unlike its rivals, Intel is in a rut. The chip giant has been unable to regain its mojo since losing its competitive edge. That was evident from Intel's Q1 results, as non-GAAP revenue of $18.6 billion was flat on a year-over-year basis. Gross margin shrank 6.1 percentage points year over year while operating margin fell 6.7 percentage points. As a result, Intel's net income was down 6% over the year-ago period.</p>\n<p>Things are about to get worse for Intel in the second quarter. Revenue and adjusted earnings are expected to drop 10% and 15% year over year, respectively, while full-year non-GAAP revenue is anticipated to drop 7% to $72.5 billion. So, Intel's poor financial performance and outlook put it behind the likes of NVIDIA and AMD, which are delivering irresistible growth. As such, growth-oriented investors may drop Chipzilla from their watchlist of stocks to buy.</p>\n<h2>The verdict</h2>\n<p>With Intel out of the race, investors looking to buy a fast-growing semiconductor stock can choose either NVIDIA or AMD. From a valuation standpoint, AMD looks like the better buy as it trades at 36 times trailing earnings, compared to NVIDIA's multiple of nearly 90 times. AMD's price-to-sales ratio of nine is also much lower than NVIDIA's multiple of nearly 25 times.</p>\n<p>Given that AMD's pace of growth was better than NVIDIA's in Q1 and is likely to keep up that momentum for the remainder of the year, it looks like a steal right now. AMD also looks like a better buy for those looking for a growth stock at a reasonable valuation. However, investors with a higher appetite for risk may also consider buying NVIDIA, as it can remain a top growth stock and justify its rich valuation by delivering terrific growth thanks to huge end-market opportunities.</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>NVIDIA, AMD, or Intel: Which Is the Best Chip Stock 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\">\nNVIDIA, AMD, or Intel: Which Is the Best Chip Stock to Buy Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 15:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/29/nvidia-amd-intel-which-is-best-chip-stock-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The PHLX Semiconductor Sector Index has generated solid gains so far this year, despite the chip shortage and the sell-off in tech stocks earlier in 2021. However, not all of the index's components ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/29/nvidia-amd-intel-which-is-best-chip-stock-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/06/29/nvidia-amd-intel-which-is-best-chip-stock-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147614258","content_text":"The PHLX Semiconductor Sector Index has generated solid gains so far this year, despite the chip shortage and the sell-off in tech stocks earlier in 2021. However, not all of the index's components have been on fire.\nWhile NVIDIA (NASDAQ:NVDA) stock has roared higher on the back of a strong showing from its gaming and data center businesses, Advanced Micro Devices (NASDAQ:AMD) stock price has failed to sustain its terrific momentum from 2020 and headed south. Intel (NASDAQ:INTC) stock, meanwhile, has pulled back over the past couple of months as its April quarterly report gave rise to a bunch of red flags.\nAMD data by YCharts\nDoes this mean NVIDIA is the one you should be buying? Or will AMD's and Intel's fortunes turn around in the second half of the year, making them potentially better buys than the richly valued NVIDIA? Let's find out.\nNVIDIA: Benefitting from long-term growth catalysts\nIt is safe to say that NVIDIA is firing on all cylinders, as almost all the company's business segments registered eye-popping growth in the first quarter of fiscal 2022. Barring the automotive business, which saw a 1% revenue decline, the gaming, data center, professional visualization, and OEM (original equipment manufacturer) segments recorded varying degrees of impressive growth during the quarter.\nAs a result, NVIDIA's total Q1 revenue jumped 84% year over year to $5.66 billion, while non-GAAP earnings more than doubled to $3.66 per share. The company's guidance was also a solid one, with its estimated second-quarter revenue of $6.3 billion expected to increase nearly 63% year over year at the midpoint of its guidance range.\nImage source: Getty Images.\nNVIDIA can sustain such high rates of growth beyond 2021 as the data center and gaming markets, which account for nearly 85% of the total revenue, are sitting on long-term catalysts. The data center segment's revenue hit $2 billion for the first time last quarter, recording 79% growth over the year-ago period. NVIDIA credits the segment's outstanding growth to strong demand from hyperscale customers deploying its GPUs (graphics processing units) for artificial intelligence (AI) applications.\nNVIDIA says that its data center GPUs are \"deployed across all major hyperscale and cloud service providers globally and we see strengthening demand in the coming quarters.\" That's not surprising, as the demand for data center GPUs could grow at a compound annual growth rate (CAGR) of 42% through 2027, hitting $20.6 billion in revenue. NVIDIA is in a solid position to tap this opportunity, as it supplies its GPUs to the top cloud service providers and has been taking steps to diversify its revenue streams.\nMeanwhile, NVIDIA's 80%-plus market share of gaming graphics cards will be another big tailwind for the company. Its video gaming revenue more than doubled last quarter to $2.76 billion. Jon Peddie Research estimates that the market for discrete gaming GPUs could jump from $23.6 billion last year to more than $54 billion by 2025. NVIDIA's dominant market share means that it could win big from the additional revenue opportunity.\nAdvanced Micro Devices: Widening its gap over Intel\nAMD stock's retreat on the market isn't justified, as the chipmaker's impressive financial growth has continued this year after a strong 2020. AMD is on track to record 50% revenue growth in 2021, though it can do better as it was originally anticipating a 37% increase when the year began. The company's market share gains in the client and server CPU (central processing unit) markets, as well as the growing demand for graphics cards, have encouraged it to raise the guidance.\nHowever, AMD can finish the year on a much stronger note, as it recorded 93% year-over-year revenue growth in Q1 to $3.4 billion, which was ahead of the market's expectations. The company is pulling the right strings to ensure that it sustains its high levels of growth, such as consistently winning market share from Intel.\nPopular video game distribution platform Steam reports that AMD's share of the client CPU market has now exceeded 30%, a massive improvement from three years ago when it held just over 16% of the market. AMD's gains have been driven by a superior manufacturing process based on a 7-nanometer manufacturing node, while Intel's competing chips are expected to be out later this year.\nBut AMD seems all set to widen the gap over Chipzilla, as the former's foundry partner Taiwan Semiconductor Manufacturing is working on smaller 5nm and 6nm nodes. Such a move is likely to give AMD's Ryzen CPUs another performance boost and ensure that they continue to sell like hotcakes.\nOn the other hand, the massive increase in sales of gaming graphics cards, as discussed earlier, will also be a tailwind for AMD. That's because AMD plays second fiddle to NVIDIA in the GPU market, and the additional revenue opportunity over there could substantially add to its revenue in the long run. Throw in other catalysts such as the new console cycle that's giving AMD a significant lift, and it becomes easier to see why the company's fast growth is here to stay.\nIntel: Trouble regaining its mojo\nUnlike its rivals, Intel is in a rut. The chip giant has been unable to regain its mojo since losing its competitive edge. That was evident from Intel's Q1 results, as non-GAAP revenue of $18.6 billion was flat on a year-over-year basis. Gross margin shrank 6.1 percentage points year over year while operating margin fell 6.7 percentage points. As a result, Intel's net income was down 6% over the year-ago period.\nThings are about to get worse for Intel in the second quarter. Revenue and adjusted earnings are expected to drop 10% and 15% year over year, respectively, while full-year non-GAAP revenue is anticipated to drop 7% to $72.5 billion. So, Intel's poor financial performance and outlook put it behind the likes of NVIDIA and AMD, which are delivering irresistible growth. As such, growth-oriented investors may drop Chipzilla from their watchlist of stocks to buy.\nThe verdict\nWith Intel out of the race, investors looking to buy a fast-growing semiconductor stock can choose either NVIDIA or AMD. From a valuation standpoint, AMD looks like the better buy as it trades at 36 times trailing earnings, compared to NVIDIA's multiple of nearly 90 times. AMD's price-to-sales ratio of nine is also much lower than NVIDIA's multiple of nearly 25 times.\nGiven that AMD's pace of growth was better than NVIDIA's in Q1 and is likely to keep up that momentum for the remainder of the year, it looks like a steal right now. AMD also looks like a better buy for those looking for a growth stock at a reasonable valuation. However, investors with a higher appetite for risk may also consider buying NVIDIA, as it can remain a top growth stock and justify its rich valuation by delivering terrific growth thanks to huge end-market opportunities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157824241,"gmtCreate":1625578635683,"gmtModify":1631884924542,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCHP.CNT\">$TRCHP.CNT(TRCHP.CNT)$</a>move over to <a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>… reverse stock split 2:1&nbsp;","listText":"<a href=\"https://laohu8.com/S/TRCHP.CNT\">$TRCHP.CNT(TRCHP.CNT)$</a>move over to <a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>… reverse stock split 2:1&nbsp;","text":"$TRCHP.CNT(TRCHP.CNT)$move over to $Meta Materials Inc.(MMAT)$… reverse stock split 2:1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157824241","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152483781,"gmtCreate":1625327191143,"gmtModify":1631890532821,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"😯 🤩&nbsp;","listText":"😯 🤩&nbsp;","text":"😯 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152483781","repostId":"1133195819","repostType":4,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158270100,"gmtCreate":1625152988900,"gmtModify":1631890532857,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"❤️ <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>💎","listText":"❤️ <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>💎","text":"❤️ $NVIDIA Corp(NVDA)$💎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158270100","repostId":"2148051825","repostType":2,"repost":{"id":"2148051825","pubTimestamp":1625148286,"share":"https://www.laohu8.com/m/news/2148051825?lang=&edition=full","pubTime":"2021-07-01 22:04","market":"us","language":"en","title":"Is NVIDIA Headed to $900? 3 Things to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2148051825","media":"Motley Fool","summary":"The growth opportunities are mounting for this leading chipmaker.","content":"<p>Shares of <b>NVIDIA</b> (NASDAQ:NVDA) have climbed by 31% since the semiconductor company unveiled its newest data center chips at its investor day on April 12. The stock closed trading on Tuesday at $801, and some analysts think it can go even higher.</p>\n<p>The analysts covering NVIDIA for <b>Bank of America</b>&nbsp;and <b>Raymond James</b> have both set a $900 price target on the stock, &nbsp;citing the company's momentum in the data center segment.&nbsp;What's more, NVIDIA recently received good news on its efforts to get its $40 billion acquisition of <b>SoftBank Group</b>'s (OTC:SFTBF) (OTC:SOBK.Y) Arm Holdings approved in the U.K., with three major Arm customers giving the deal a thumbs-up.</p>\n<p>Still, with its shares trading at a steep price-to-earnings ratio of 94, it's necessary to ask: Has the stock price risen too far, too fast? Here are three things investors considering buying NVIDIA shares now need to know about its growth prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a68c3ef593a36cf4b1a4d427edb80dcc\" tg-width=\"700\" tg-height=\"437\"><span>NVIDIA's Grace chip is the company's first CPU designed for the data center. Image source: NVIDIA.</span></p>\n<h2>1. Data center growth could explode</h2>\n<p>Selling graphics cards to gamers is still NVIDIA's largest revenue source, but analysts are more bullish about its prospects in the data center space. Bank of America Securities analyst Vivek Arya expects the data center segment to overtake gaming, bringing in an estimated $30 billion in revenue annually by 2025. Over the last four quarters, the data center segment generated $7.6 billion, so there are huge growth expectations here, which helps explain why the stock price is rocketing higher.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Segment</th>\n   <th>Q1 Fiscal 2022</th>\n   <th>Q1 Fiscal 2021</th>\n   <th>Growth (Decline)</th>\n  </tr>\n  <tr>\n   <td>Gaming</td>\n   <td>$2.76 billion</td>\n   <td>$1.34 billion</td>\n   <td>106%</td>\n  </tr>\n  <tr>\n   <td>Data center</td>\n   <td>$2.05 billion</td>\n   <td>$1.14 billion</td>\n   <td>79%</td>\n  </tr>\n  <tr>\n   <td>Pro visualization</td>\n   <td>$372 million</td>\n   <td>$307 million</td>\n   <td>21%</td>\n  </tr>\n  <tr>\n   <td>Automotive</td>\n   <td>$154 million</td>\n   <td>$155 million</td>\n   <td>(0.65%)</td>\n  </tr>\n  <tr>\n   <td>OEM and other</td>\n   <td>$327 million</td>\n   <td>$138 million</td>\n   <td>136%</td>\n  </tr>\n  <tr>\n   <td>Total</td>\n   <td>$5.66 billion</td>\n   <td>$3.08 billion</td>\n   <td>84%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: NVIDIA. NVIDIA's fiscal year runs through January.</p>\n<p>NVIDIA's graphics processing units (GPUs) are used for a range of high-performance computing tasks, such as powering live-streamed video, artificial intelligence (AI) assistants, weather forecasting, medical imaging, and even fraud detection in financial services. At the company's 2021 investor day, NVIDIA unveiled its BlueField-3 data processing unit (DPU), which it built specifically for AI and accelerated computing. BlueField-3 delivers performance that is equivalent to up to 300 CPU cores.</p>\n<p>NVIDIA's guidance for its fiscal second quarter calls for another record period of gaming and data center revenue.&nbsp;Analysts expect NVIDIA to report revenue growth of 49% for the current fiscal year.</p>\n<h2>2. Chances of the Arm acquisition's approval are increasing</h2>\n<p>Meanwhile, NVIDIA is making progress to get its proposed acquisition of Arm Holdings approved by regulators. It needs agreement from the U.K., China, the European Union, and the U.S., and when it announced the deal in September, it initially said getting all the necessary agencies to sign on could take about 18 months.</p>\n<p>Three top customers of Arm -- <b>Broadcom</b>, <b>MediaTek</b>, and <b>Marvell Technology</b>&nbsp;-- recently threw their support behind the deal, which significantly raises the chances that NVIDIA will receive approval from the U.K.</p>\n<p>Some other chip companies might feel that NVIDIA would have too much power if the acquisition goes through. Arm's chip designs are used in all kinds of electronic devices, including most smartphones and digital TVs. Citi analyst Atif Malik previously said there was only a 10% chance that NVIDIA would walk away with Arm, but after the recent show of support by top customers, Malik now sees a 30% chance that the deal will be successfully completed.</p>\n<p>But NVIDIA still faces hurdles, especially in China, where Arm has a subsidiary that is partly owned by institutional investors in the region. Moreover, Arm's China business has been going through a leadership change, which complicates the deal being approved.</p>\n<p>Despite these obstacles, NVIDIA CFO Colette Kress said at an investor conference in early June that \"we are still expecting in the early part of 2022 to complete the acquisition of Arm.\"</p>\n<h2>3. NVIDIA has plenty of growth opportunities without the Arm acquisition</h2>\n<p>The addition of Arm would be a huge boost for NVIDIA, as it would allow the two companies to enter new markets that Arm's technology hasn't penetrated yet, such as data centers, the Internet of Things, and embedded devices.</p>\n<p>As the chances for that deal occurring increase, growth estimates are creeping higher for NVIDIA's revenue and earnings per share. Analysts currently expect NVIDIA to report nearly $30 billion in total annual revenue by fiscal 2023 and EPS of $19.85.&nbsp;The stock is currently trading at a forward P/E of 40 based on fiscal 2023 projections, which is high for a semiconductor stock.</p>\n<p>Even without Arm, the company is still well positioned for long-term growth. With the debut of NVIDIA's first data center CPU (Grace), the company now has a trio of products across CPUs, DPUs, and GPUs to pursue an estimated $100 billion opportunity in the data center market.</p>\n<p>Given these massive growth opportunities, I believe NVIDIA shares are still a buy at current prices. If you buy shares and hold them for the long term, they should deliver a satisfactory return on your investment.</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 NVIDIA Headed to $900? 3 Things to Know</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 NVIDIA Headed to $900? 3 Things to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 22:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/01/is-nvidia-headed-to-900-2-things-to-know/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of NVIDIA (NASDAQ:NVDA) have climbed by 31% since the semiconductor company unveiled its newest data center chips at its investor day on April 12. The stock closed trading on Tuesday at $801, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/01/is-nvidia-headed-to-900-2-things-to-know/\">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/2021/07/01/is-nvidia-headed-to-900-2-things-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148051825","content_text":"Shares of NVIDIA (NASDAQ:NVDA) have climbed by 31% since the semiconductor company unveiled its newest data center chips at its investor day on April 12. The stock closed trading on Tuesday at $801, and some analysts think it can go even higher.\nThe analysts covering NVIDIA for Bank of America and Raymond James have both set a $900 price target on the stock,  citing the company's momentum in the data center segment. What's more, NVIDIA recently received good news on its efforts to get its $40 billion acquisition of SoftBank Group's (OTC:SFTBF) (OTC:SOBK.Y) Arm Holdings approved in the U.K., with three major Arm customers giving the deal a thumbs-up.\nStill, with its shares trading at a steep price-to-earnings ratio of 94, it's necessary to ask: Has the stock price risen too far, too fast? Here are three things investors considering buying NVIDIA shares now need to know about its growth prospects.\nNVIDIA's Grace chip is the company's first CPU designed for the data center. Image source: NVIDIA.\n1. Data center growth could explode\nSelling graphics cards to gamers is still NVIDIA's largest revenue source, but analysts are more bullish about its prospects in the data center space. Bank of America Securities analyst Vivek Arya expects the data center segment to overtake gaming, bringing in an estimated $30 billion in revenue annually by 2025. Over the last four quarters, the data center segment generated $7.6 billion, so there are huge growth expectations here, which helps explain why the stock price is rocketing higher.\n\n\n\nSegment\nQ1 Fiscal 2022\nQ1 Fiscal 2021\nGrowth (Decline)\n\n\nGaming\n$2.76 billion\n$1.34 billion\n106%\n\n\nData center\n$2.05 billion\n$1.14 billion\n79%\n\n\nPro visualization\n$372 million\n$307 million\n21%\n\n\nAutomotive\n$154 million\n$155 million\n(0.65%)\n\n\nOEM and other\n$327 million\n$138 million\n136%\n\n\nTotal\n$5.66 billion\n$3.08 billion\n84%\n\n\n\nData source: NVIDIA. NVIDIA's fiscal year runs through January.\nNVIDIA's graphics processing units (GPUs) are used for a range of high-performance computing tasks, such as powering live-streamed video, artificial intelligence (AI) assistants, weather forecasting, medical imaging, and even fraud detection in financial services. At the company's 2021 investor day, NVIDIA unveiled its BlueField-3 data processing unit (DPU), which it built specifically for AI and accelerated computing. BlueField-3 delivers performance that is equivalent to up to 300 CPU cores.\nNVIDIA's guidance for its fiscal second quarter calls for another record period of gaming and data center revenue. Analysts expect NVIDIA to report revenue growth of 49% for the current fiscal year.\n2. Chances of the Arm acquisition's approval are increasing\nMeanwhile, NVIDIA is making progress to get its proposed acquisition of Arm Holdings approved by regulators. It needs agreement from the U.K., China, the European Union, and the U.S., and when it announced the deal in September, it initially said getting all the necessary agencies to sign on could take about 18 months.\nThree top customers of Arm -- Broadcom, MediaTek, and Marvell Technology -- recently threw their support behind the deal, which significantly raises the chances that NVIDIA will receive approval from the U.K.\nSome other chip companies might feel that NVIDIA would have too much power if the acquisition goes through. Arm's chip designs are used in all kinds of electronic devices, including most smartphones and digital TVs. Citi analyst Atif Malik previously said there was only a 10% chance that NVIDIA would walk away with Arm, but after the recent show of support by top customers, Malik now sees a 30% chance that the deal will be successfully completed.\nBut NVIDIA still faces hurdles, especially in China, where Arm has a subsidiary that is partly owned by institutional investors in the region. Moreover, Arm's China business has been going through a leadership change, which complicates the deal being approved.\nDespite these obstacles, NVIDIA CFO Colette Kress said at an investor conference in early June that \"we are still expecting in the early part of 2022 to complete the acquisition of Arm.\"\n3. NVIDIA has plenty of growth opportunities without the Arm acquisition\nThe addition of Arm would be a huge boost for NVIDIA, as it would allow the two companies to enter new markets that Arm's technology hasn't penetrated yet, such as data centers, the Internet of Things, and embedded devices.\nAs the chances for that deal occurring increase, growth estimates are creeping higher for NVIDIA's revenue and earnings per share. Analysts currently expect NVIDIA to report nearly $30 billion in total annual revenue by fiscal 2023 and EPS of $19.85. The stock is currently trading at a forward P/E of 40 based on fiscal 2023 projections, which is high for a semiconductor stock.\nEven without Arm, the company is still well positioned for long-term growth. With the debut of NVIDIA's first data center CPU (Grace), the company now has a trio of products across CPUs, DPUs, and GPUs to pursue an estimated $100 billion opportunity in the data center market.\nGiven these massive growth opportunities, I believe NVIDIA shares are still a buy at current prices. If you buy shares and hold them for the long term, they should deliver a satisfactory return on your investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161774018,"gmtCreate":1623942290334,"gmtModify":1631892801837,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"🤔","listText":"🤔","text":"🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161774018","repostId":"2144411077","repostType":4,"repost":{"id":"2144411077","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623939312,"share":"https://www.laohu8.com/m/news/2144411077?lang=&edition=full","pubTime":"2021-06-17 22:15","market":"us","language":"en","title":"Hong Kong tycoon Richard Li's FWD files for U.S. listing","url":"https://stock-news.laohu8.com/highlight/detail?id=2144411077","media":"Reuters","summary":"HONG KONG, June 17 (Reuters) - Hong Kong tycoon Richard Li's insurer FWD said it has lodged an appli","content":"<p>HONG KONG, June 17 (Reuters) - Hong Kong tycoon Richard Li's insurer FWD said it has lodged an application to regulators for an initial public offering <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> in the United States.</p>\n<p>The company did not disclose the size of the IPO, but the deal could raise between $2 and $3 billion, people familiar with the matter said.</p>\n<p>A fundraising of that size would value FWD at $13 billion to $15 billion, they added.</p>\n<p>FWD declined to comment on the potential size of the deal.</p>\n<p>The number of American Depositary Shares <a href=\"https://laohu8.com/S/ADS\">$(ADS)$</a> and price range have yet to be determined, a statement from the company said.</p>\n<p>\"The IPO is expected to take place after the SEC (U.S. Securities and Exchange Commission) completes its review process, subject to market conditions,\" it added.</p>\n<p>The IPO filing comes under FWD holding company PCGI Intermediate.</p>\n<p>Richard Li is the son of Hong Kong's richest man Li Ka-Shing. Billionaire Li laid the foundation for FWD in 2012 with the acquisition of ING's Hong Kong, Macau and Thailand units for $2.1 billion and has continued this bolt-on approach since.</p>\n<p>The company's major acquisitions included its $3 billion purchase of Siam Commercial Bank's life insurance unit in Thailand in 2019, just days after agreeing to buy the Hong Kong operations of U.S. insurer MetLife Inc .</p>\n<p>FWD is the insurance business of Li's investment arm Pacific Century Group.</p>\n<p>FWD has businesses across 10 Asian markets led by Hong Kong, Indonesia, Japan and Macau, according to its website.</p>\n<p>The company has $62.6 billion in assets and 9.8 million customers, a factsheet on its website states which also says FWD's minor shareholders include Swiss Re , GIC Ventures, RBJ Capital and Hopu Investments.</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>Hong Kong tycoon Richard Li's FWD files for U.S. listing</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\">\nHong Kong tycoon Richard Li's FWD files for U.S. listing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-17 22:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>HONG KONG, June 17 (Reuters) - Hong Kong tycoon Richard Li's insurer FWD said it has lodged an application to regulators for an initial public offering <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> in the United States.</p>\n<p>The company did not disclose the size of the IPO, but the deal could raise between $2 and $3 billion, people familiar with the matter said.</p>\n<p>A fundraising of that size would value FWD at $13 billion to $15 billion, they added.</p>\n<p>FWD declined to comment on the potential size of the deal.</p>\n<p>The number of American Depositary Shares <a href=\"https://laohu8.com/S/ADS\">$(ADS)$</a> and price range have yet to be determined, a statement from the company said.</p>\n<p>\"The IPO is expected to take place after the SEC (U.S. Securities and Exchange Commission) completes its review process, subject to market conditions,\" it added.</p>\n<p>The IPO filing comes under FWD holding company PCGI Intermediate.</p>\n<p>Richard Li is the son of Hong Kong's richest man Li Ka-Shing. Billionaire Li laid the foundation for FWD in 2012 with the acquisition of ING's Hong Kong, Macau and Thailand units for $2.1 billion and has continued this bolt-on approach since.</p>\n<p>The company's major acquisitions included its $3 billion purchase of Siam Commercial Bank's life insurance unit in Thailand in 2019, just days after agreeing to buy the Hong Kong operations of U.S. insurer MetLife Inc .</p>\n<p>FWD is the insurance business of Li's investment arm Pacific Century Group.</p>\n<p>FWD has businesses across 10 Asian markets led by Hong Kong, Indonesia, Japan and Macau, according to its website.</p>\n<p>The company has $62.6 billion in assets and 9.8 million customers, a factsheet on its website states which also says FWD's minor shareholders include Swiss Re , GIC Ventures, RBJ Capital and Hopu Investments.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MET":"大都会人寿"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144411077","content_text":"HONG KONG, June 17 (Reuters) - Hong Kong tycoon Richard Li's insurer FWD said it has lodged an application to regulators for an initial public offering $(IPO.UK)$ in the United States.\nThe company did not disclose the size of the IPO, but the deal could raise between $2 and $3 billion, people familiar with the matter said.\nA fundraising of that size would value FWD at $13 billion to $15 billion, they added.\nFWD declined to comment on the potential size of the deal.\nThe number of American Depositary Shares $(ADS)$ and price range have yet to be determined, a statement from the company said.\n\"The IPO is expected to take place after the SEC (U.S. Securities and Exchange Commission) completes its review process, subject to market conditions,\" it added.\nThe IPO filing comes under FWD holding company PCGI Intermediate.\nRichard Li is the son of Hong Kong's richest man Li Ka-Shing. Billionaire Li laid the foundation for FWD in 2012 with the acquisition of ING's Hong Kong, Macau and Thailand units for $2.1 billion and has continued this bolt-on approach since.\nThe company's major acquisitions included its $3 billion purchase of Siam Commercial Bank's life insurance unit in Thailand in 2019, just days after agreeing to buy the Hong Kong operations of U.S. insurer MetLife Inc .\nFWD is the insurance business of Li's investment arm Pacific Century Group.\nFWD has businesses across 10 Asian markets led by Hong Kong, Indonesia, Japan and Macau, according to its website.\nThe company has $62.6 billion in assets and 9.8 million customers, a factsheet on its website states which also says FWD's minor shareholders include Swiss Re , GIC Ventures, RBJ Capital and Hopu Investments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":871998051,"gmtCreate":1637017419320,"gmtModify":1637017419372,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"#unity","listText":"#unity","text":"#unity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871998051","repostId":"2183027403","repostType":4,"repost":{"id":"2183027403","pubTimestamp":1636988541,"share":"https://www.laohu8.com/m/news/2183027403?lang=&edition=full","pubTime":"2021-11-15 23:02","market":"us","language":"en","title":"Is It Too Late to Buy Unity Software Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2183027403","media":"Motley Fool","summary":"The game engine maker's stock just a hit an all-time high.","content":"<p><b>Unity Software</b>'s (NYSE:U) stock price soared to an all-time high after the software development company posted its third-quarter earnings on Nov. 10.</p>\n<p>Its revenue rose 43% year over year to $286.3 million, beating estimates by nearly $20 million. Its adjusted net loss widened from $13 million to $14.8 million, or $0.06 per share, which also topped expectations by a penny per share.</p>\n<p>Unity now expects its revenue to rise 40% for the full year, compared to its previous guidance for 35% to 37% growth. It also announced its plans to buy Weta Digital, the visual effects studio which was co-founded by <i>The Lord of the Ring</i>s director Peter Jackson, for $1.63 billion in cash and stock. It expects the deal to close in the fourth quarter.</p>\n<p>Unity's growth is impressive, but its stock already trades at nearly 50 times this year's sales. Is it too late to invest in Unity at these valuations?</p>\n<h2>What does Unity do?</h2>\n<p>In the past, game developers built most of their rendering, animation, lighting, physics, sound, and user interfaces from scratch. Those features needed to be rewritten for different gaming platforms like PCs and consoles.</p>\n<p>Unity's game engine, which was initially launched in 2004, simplified that costly and time-consuming process by bundling all those tools into a cross-platform software suite. Developers can create an entire game once within Unity's engine, and it can seamlessly run across multiple gaming platforms.</p>\n<p>Today, more than half of the world's PC, console, and mobile games are built with Unity's game engine, and it now provides additional tools for integrating ads, in-app purchases, multiplayer support, communication services, and analytics tools into games. It also gradually expanded beyond its core gaming market with 2D and 3D applications for non-gaming markets.</p>\n<h2>How fast is Unity growing?</h2>\n<p>Unity's revenue rose 42% in 2019, grew 43% in 2020, and is on track for 40% growth this year. Analysts expect its revenue to rise 28% in 2022.</p>\n<p>Unity operates three main businesses: Its Create Solutions segment, which hosts its subscription-based game engine and development tools for non-gaming markets; its Operate Solutions segment, which provides its add-on services with usage-based and revenue-sharing plans; and its Strategic Partnerships and Other segment, which generates revenue from its partnerships with hardware and software makers. All three businesses grew their revenues year over year throughout the first nine months of 2021:</p>\n<table border=\"1\" width=\"605\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"202\"><p>Segment</p></th>\n   <th width=\"204\"><p>Revenue (9M 2021)</p></th>\n   <th width=\"155\"><p>Growth (YOY)</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"202\"><p>Create Solutions</p></td>\n   <td width=\"204\"><p>$226.7 million</p></td>\n   <td width=\"155\"><p>38%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"202\"><p>Operate Solutions</p></td>\n   <td width=\"204\"><p>$514.5 million</p></td>\n   <td width=\"155\"><p>53%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"202\"><p>Strategic Partnerships and Other</p></td>\n   <td width=\"204\"><p>$53.4 million</p></td>\n   <td width=\"155\"><p>5%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"202\"><p>Total</p></td>\n   <td width=\"204\"><p>$794.7 million</p></td>\n   <td width=\"155\"><p>44%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Unity. YOY = Year over year.</p>\n<p>The robust growth of its Operate Solutions segment is particularly encouraging since its add-on services enable Unity to boost its revenue per existing customer as well as improve the stickiness of its ecosystem.</p>\n<p>That's why Unity's dollar-based net expansion rate (DBNER), which gauges its year-over-year growth in revenue from existing customers over the previous 12 months, continuously rose over the past three years:</p>\n<table border=\"1\" width=\"597\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"109\"><p>Period</p></th>\n   <th width=\"98\"><p>FY 2018</p></th>\n   <th width=\"101\"><p>FY 2019</p></th>\n   <th width=\"109\"><p>FY 2020</p></th>\n   <th width=\"108\"><p>9M 2021</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"109\"><p>DBNER</p></td>\n   <td width=\"98\"><p>124%</p></td>\n   <td width=\"101\"><p>133%</p></td>\n   <td width=\"109\"><p>138%</p></td>\n   <td width=\"108\"><p>142%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Unity.</p>\n<p>Unity's ability to consistently generate more than 40% revenue growth as it increases its DBNER is extremely rare for a high-growth company. Many other companies that use that metric -- including the cloud-based communication services provider <b>Twilio</b>&nbsp;-- have posted a declining DBNER as they rely more heavily on acquisitions for consistent revenue growth.</p>\n<p>Unity ended 2020 with a negative adjusted operating margin of 7%, and it remains deeply unprofitable on a generally accepted accounting principles (GAAP) basis. However, it expects its adjusted operating margin to improve to negative 5% to 6% this year, even after it acquires Weta Digital.</p>\n<p>Unity won't turn profitable anytime soon, but it has plenty of pricing power, and its adjusted losses should stabilize as economies of scale kick in. It also won't run out of cash anytime soon: It ended last quarter with $1.28 billion in cash, cash equivalents, and marketable securities, and its low debt-to-equity ratio of 0.4 gives it plenty of room to take on more debt for additional investments.</p>\n<h2>But is it too late to buy Unity?</h2>\n<p>Unity's valuation is high, but I don't think it's too late to buy the stock for three simple reasons:</p>\n<ol>\n <li>It's an established market leader.</li>\n <li>Its ecosystem is sticky.</li>\n <li>It's growing faster than the gaming market.</li>\n</ol>\n<p>The global gaming market could grow at a compound annual growth rate of 12.9% between 2020 and 2027, according to Grand View Research. If Unity simply matches that growth rate, its annual revenue could increase from $772 million in 2020 to about $1.8 billion in 2027.</p>\n<p>But if Unity can maintain an average annual growth rate of at least 30% from 2021 to 2027, its revenue could top $5.2 billion by the final year. So even if Unity's price-to-sales ratio cools off from 50 to 20, the company could be worth well over $100 billion -- about twice its current value -- by 2027.</p>\n<p>Therefore, if you believe Unity will continue to grow faster than the global gaming market as it expands its add-on services and non-gaming tools, then it's definitely not too late to buy this high-growth stock.</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 It Too Late to Buy Unity Software 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\">\nIs It Too Late to Buy Unity Software Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 23:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/15/is-it-too-late-to-buy-unity-software-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Unity Software's (NYSE:U) stock price soared to an all-time high after the software development company posted its third-quarter earnings on Nov. 10.\nIts revenue rose 43% year over year to $286.3 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/15/is-it-too-late-to-buy-unity-software-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"source_url":"https://www.fool.com/investing/2021/11/15/is-it-too-late-to-buy-unity-software-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183027403","content_text":"Unity Software's (NYSE:U) stock price soared to an all-time high after the software development company posted its third-quarter earnings on Nov. 10.\nIts revenue rose 43% year over year to $286.3 million, beating estimates by nearly $20 million. Its adjusted net loss widened from $13 million to $14.8 million, or $0.06 per share, which also topped expectations by a penny per share.\nUnity now expects its revenue to rise 40% for the full year, compared to its previous guidance for 35% to 37% growth. It also announced its plans to buy Weta Digital, the visual effects studio which was co-founded by The Lord of the Rings director Peter Jackson, for $1.63 billion in cash and stock. It expects the deal to close in the fourth quarter.\nUnity's growth is impressive, but its stock already trades at nearly 50 times this year's sales. Is it too late to invest in Unity at these valuations?\nWhat does Unity do?\nIn the past, game developers built most of their rendering, animation, lighting, physics, sound, and user interfaces from scratch. Those features needed to be rewritten for different gaming platforms like PCs and consoles.\nUnity's game engine, which was initially launched in 2004, simplified that costly and time-consuming process by bundling all those tools into a cross-platform software suite. Developers can create an entire game once within Unity's engine, and it can seamlessly run across multiple gaming platforms.\nToday, more than half of the world's PC, console, and mobile games are built with Unity's game engine, and it now provides additional tools for integrating ads, in-app purchases, multiplayer support, communication services, and analytics tools into games. It also gradually expanded beyond its core gaming market with 2D and 3D applications for non-gaming markets.\nHow fast is Unity growing?\nUnity's revenue rose 42% in 2019, grew 43% in 2020, and is on track for 40% growth this year. Analysts expect its revenue to rise 28% in 2022.\nUnity operates three main businesses: Its Create Solutions segment, which hosts its subscription-based game engine and development tools for non-gaming markets; its Operate Solutions segment, which provides its add-on services with usage-based and revenue-sharing plans; and its Strategic Partnerships and Other segment, which generates revenue from its partnerships with hardware and software makers. All three businesses grew their revenues year over year throughout the first nine months of 2021:\n\n\n\n\nSegment\nRevenue (9M 2021)\nGrowth (YOY)\n\n\nCreate Solutions\n$226.7 million\n38%\n\n\nOperate Solutions\n$514.5 million\n53%\n\n\nStrategic Partnerships and Other\n$53.4 million\n5%\n\n\nTotal\n$794.7 million\n44%\n\n\n\nSource: Unity. YOY = Year over year.\nThe robust growth of its Operate Solutions segment is particularly encouraging since its add-on services enable Unity to boost its revenue per existing customer as well as improve the stickiness of its ecosystem.\nThat's why Unity's dollar-based net expansion rate (DBNER), which gauges its year-over-year growth in revenue from existing customers over the previous 12 months, continuously rose over the past three years:\n\n\n\n\nPeriod\nFY 2018\nFY 2019\nFY 2020\n9M 2021\n\n\nDBNER\n124%\n133%\n138%\n142%\n\n\n\nSource: Unity.\nUnity's ability to consistently generate more than 40% revenue growth as it increases its DBNER is extremely rare for a high-growth company. Many other companies that use that metric -- including the cloud-based communication services provider Twilio -- have posted a declining DBNER as they rely more heavily on acquisitions for consistent revenue growth.\nUnity ended 2020 with a negative adjusted operating margin of 7%, and it remains deeply unprofitable on a generally accepted accounting principles (GAAP) basis. However, it expects its adjusted operating margin to improve to negative 5% to 6% this year, even after it acquires Weta Digital.\nUnity won't turn profitable anytime soon, but it has plenty of pricing power, and its adjusted losses should stabilize as economies of scale kick in. It also won't run out of cash anytime soon: It ended last quarter with $1.28 billion in cash, cash equivalents, and marketable securities, and its low debt-to-equity ratio of 0.4 gives it plenty of room to take on more debt for additional investments.\nBut is it too late to buy Unity?\nUnity's valuation is high, but I don't think it's too late to buy the stock for three simple reasons:\n\nIt's an established market leader.\nIts ecosystem is sticky.\nIt's growing faster than the gaming market.\n\nThe global gaming market could grow at a compound annual growth rate of 12.9% between 2020 and 2027, according to Grand View Research. If Unity simply matches that growth rate, its annual revenue could increase from $772 million in 2020 to about $1.8 billion in 2027.\nBut if Unity can maintain an average annual growth rate of at least 30% from 2021 to 2027, its revenue could top $5.2 billion by the final year. So even if Unity's price-to-sales ratio cools off from 50 to 20, the company could be worth well over $100 billion -- about twice its current value -- by 2027.\nTherefore, if you believe Unity will continue to grow faster than the global gaming market as it expands its add-on services and non-gaming tools, then it's definitely not too late to buy this high-growth stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155668074,"gmtCreate":1625413067698,"gmtModify":1631890532806,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"A’s for&nbsp;Amazon and Apple 😊","listText":"A’s for&nbsp;Amazon and Apple 😊","text":"A’s for Amazon and Apple 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155668074","repostId":"2148280105","repostType":4,"repost":{"id":"2148280105","pubTimestamp":1625272200,"share":"https://www.laohu8.com/m/news/2148280105?lang=&edition=full","pubTime":"2021-07-03 08:30","market":"us","language":"en","title":"Which Stocks To Buy Now? 5 Consumer Discretionary Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2148280105","media":"StreetInsider","summary":"5 Trending Consumer Discretionary Stocks To Watch Amid Rising Job Numbers \nConsumer discretionary st","content":"<p><b>5 Trending Consumer Discretionary Stocks To Watch Amid Rising Job Numbers </b></p>\n<p>Consumer discretionary stocks could be in focus in the stock market today for several key reasons. Firstly, the June jobs report is in today and the reopening trade could continue to gain. This would be the case as the U.S. economy reportedly added back 850,000 non-farm payrolls throughout June. Notably, the current figures are well above the 720,000 expected by economists. With more consumers getting access to more stable means of income, consumer discretionary spending increases could be worth looking out for. Secondly, star investor Michael Burry from \"The Big Short\" recently took a shot at the meme stocks trade. Burry believes that Reddit-favored meme stocks are set to crash in the short term. Should this be the case, I could see investors turning towards consumer discretionary stocks. After all, they often have less social media hype but cater to the same consumer markets nonetheless.</p>\n<p>If anything, there are numerous consumer discretionary names to choose from across the board now. Whether it is pandemic winners like Roku (NASDAQ: ROKU) or reopening plays such as Tripadvisor (NASDAQ: TRIP), options are plentiful. On <a href=\"https://laohu8.com/S/AONE\">one</a> hand, the shift from cable television to streaming would benefit streaming giants like Roku. On the other hand, increased demand for travel services post-pandemic would fuel investor interest in the likes of Tripadvisor. Now, both company's shares are looking at gains of over 100% in the past year. With all this activity in the consumer discretionary space, you might be keen to invest in some top names yourself. In that case, here are five consumer discretionary stocks to know in the stock market<b> </b>now.</p>\n<p><b>Top Consumer Discretionary Stocks To Watch</b></p>\n<ul>\n <li><b>Amazon.com Inc. </b>(NASDAQ: AMZN)</li>\n <li><b>Apple Inc. </b>(NASDAQ: AAPL)</li>\n <li><b>Carnival Corporation </b>(NYSE: CCL)</li>\n <li><b>Ford Inc. </b>(NYSE: F)</li>\n <li><b>Walt Disney Company </b>(NYSE: DIS)</li>\n</ul>\n<p><b>Amazon Inc. </b></p>\n<p>Amazon is a multinational tech company that focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence. It is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest e-commerce platforms in the world, with over $108.5 billion in net sales in its first quarter. Aside from its e-commerce business, the company is also one of the largest live-streaming and cloud computing platforms. AMZN stock currently trades at $3510.98</p>\n<p>On June 28, 2021, the company was named Swisscom's preferred public cloud provider to accelerate its digital transformation strategy and move towards a cloud-native 5G network. Swisscom is Switzerland's leading telecoms company. In detail, Swisscom will be pursuing a cloud-first strategy and will use AWS to accelerate IT agility, drive operational efficiencies, and accelerate time to market. All things considered, will you buy AMZN stock?</p>\n<p><img src=\"https://stockmarket.com/wp-content/uploads/2021/07/AMZN-Stock.jpg\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p>\n<p><b>Apple Inc.</b></p>\n<p>Apple is a consumer discretionary company that specializes in consumer electronics, software, and online services. It is one of the world's largest technology companies by revenue and also one of the most valuable. The company has a very strong brand loyalty for its premium tech products like the iPhone and Macbook. In a news report by Nikkei Asia, Apple will be one of the first adopters of Taiwan Semiconductor Manufacturing Co's next-generation chip production technology ahead of its deployment next year. The company is currently testing its test designs with TSMC's 3-nm production technology.</p>\n<p>In late April, the company also announced record financial results for its second quarter. Firstly, it posted a March quarter record revenue of $89.6 billion, up by 54% year-over-year. Secondly, the company also reported quarterly earnings per diluted share of $1.40. Luca Maestri, Apple's CFO had this to say, \"<i>These results allowed us to generate operating cash flow of $24 billion and return nearly $23 billion to shareholders during the quarter. We are confident in our future and continue to make significant investments to support our long-term plans and enrich our customers' lives.</i>\" Given the impressive quarter, will you consider buying AAPL stock?</p>\n<p><img src=\"https://stockmarket.com/wp-content/uploads/2021/07/AAPL-stock.jpg\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p>\n<p><b>Carnival Corporation</b></p>\n<p>Carnival is a leading cruise and leisure travel company. Its portfolio of global cruise line brands includes Costa Cruises and AIDA Cruises. It is, in fact, the world's largest cruise company with a fleet of over 80 ships with the capacity to visit over 700 ports around the world. The company also plans to include a total of 16 new ships that are scheduled to be delivered to Carnival's brands through 2025. CCL stock currently trades at $26.06 a share.</p>\n<p>Recently, two of Carnival's ships will be restarting cruises this weekend. Namely, they are Carnival <a href=\"https://laohu8.com/S/VGL.AU\">Vista</a> and Carnival Horizon. This would be a good sign for the company and industry in general as vaccination rollout continues to take place all over the world. In the company's second-quarter financials in June, it provided a business update signaling an aggressive plan to return to full operations by next spring. Carnival says that it has announced 42 ships so far, representing over half of its capacity that has been scheduled to return to serving guests by this fiscal year-end. With this in mind, should you consider buying CCL stock?</p>\n<p><img src=\"https://stockmarket.com/wp-content/uploads/2021/07/CCL-stock.jpg\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p>\n<p><b>Ford Motor Company</b></p>\n<p>Ford is a multinational automaker that is headquartered in Detroit. In essence, the company sells automobile and commercial vehicles under its Ford brand and most luxury cars in the Lincoln brand. It also has joint ventures in China, Thailand, and Russia among others. The company unveiled its Ford+ plan in May to transition to zero-emission electric vehicles (EV). It expects 40% of all its global vehicle volume to be all-electric by 2030. F stock currently trades at $14.93 as of Friday's closing bell.</p>\n<p>Earlier today, the company released its June sales figures. Admittedly, Ford's overall sales came in below analysts' expectations. However, this includes both its conventional combustion engine vehicle and its EV sales. Regarding its EV division, Ford continues to see massive momentum now. To highlight, the company revealed that it's June EV vehicle sales are up by 117% year-over-year. Ideally, these encouraging figures could support Ford's plans to electrify its entire portfolio by 2030. Given all of this, would you consider F stock worth owning now?</p>\n<p><img src=\"https://stockmarket.com/wp-content/uploads/2021/07/F-stock.jpg\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS</p>\n<p><b>Walt Disney Company</b></p>\n<p>Topping off our list today is the Walt Disney Company. Now, few companies can boast a consumer-focused portfolio as legendary as Disney's. When it comes to mass media entertainment, Disney is arguably an industry titan. From its timeless fairy tale classics to its modern-day star-studded IPs, Disney caters to consumers of all ages. More importantly, the company knows how to make the most of its massive media library in today's market. Evidently, Disney continues to bolster operations in both its tourism and video streaming divisions now.</p>\n<p>For starters, Disney revealed that it will be bringing back its early entry park tickets for resort guests starting October. This would line up nicely with the park's 50th-anniversary celebration. It seems that Disney is more than keen to open its doors to eager tourists now. At the same time, the company's Disney+ boasts an impressive line-up of new releases this month as well. Namely, viewers will be treated to more content from Disney's ongoing Marvel and Star Wars-related series. On top of that, the next Marvel blockbuster movie, Black Widow will also be premiering on the platform. Overall, Disney is making plays on both stay-at-home and reopening trends in the consumer market today. Would this make DIS stock a top buy for you now?</p>\n<p><img src=\"https://stockmarket.com/wp-content/uploads/2021/07/DIS-stock.jpg\" referrerpolicy=\"no-referrer\">Source: TD Ameritrade TOS<img src=\"https://static.tigerbbs.com/5ccacb26412d87d32e37c8b093dc9ca2\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_streetinsider","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>Which Stocks To Buy Now? 5 Consumer Discretionary Stocks To Watch</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\">\nWhich Stocks To Buy Now? 5 Consumer Discretionary Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18641758><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 Trending Consumer Discretionary Stocks To Watch Amid Rising Job Numbers \nConsumer discretionary stocks could be in focus in the stock market today for several key reasons. Firstly, the June jobs ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18641758\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","CCL":"嘉年华邮轮","DIS":"迪士尼"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18641758","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148280105","content_text":"5 Trending Consumer Discretionary Stocks To Watch Amid Rising Job Numbers \nConsumer discretionary stocks could be in focus in the stock market today for several key reasons. Firstly, the June jobs report is in today and the reopening trade could continue to gain. This would be the case as the U.S. economy reportedly added back 850,000 non-farm payrolls throughout June. Notably, the current figures are well above the 720,000 expected by economists. With more consumers getting access to more stable means of income, consumer discretionary spending increases could be worth looking out for. Secondly, star investor Michael Burry from \"The Big Short\" recently took a shot at the meme stocks trade. Burry believes that Reddit-favored meme stocks are set to crash in the short term. Should this be the case, I could see investors turning towards consumer discretionary stocks. After all, they often have less social media hype but cater to the same consumer markets nonetheless.\nIf anything, there are numerous consumer discretionary names to choose from across the board now. Whether it is pandemic winners like Roku (NASDAQ: ROKU) or reopening plays such as Tripadvisor (NASDAQ: TRIP), options are plentiful. On one hand, the shift from cable television to streaming would benefit streaming giants like Roku. On the other hand, increased demand for travel services post-pandemic would fuel investor interest in the likes of Tripadvisor. Now, both company's shares are looking at gains of over 100% in the past year. With all this activity in the consumer discretionary space, you might be keen to invest in some top names yourself. In that case, here are five consumer discretionary stocks to know in the stock market now.\nTop Consumer Discretionary Stocks To Watch\n\nAmazon.com Inc. (NASDAQ: AMZN)\nApple Inc. (NASDAQ: AAPL)\nCarnival Corporation (NYSE: CCL)\nFord Inc. (NYSE: F)\nWalt Disney Company (NYSE: DIS)\n\nAmazon Inc. \nAmazon is a multinational tech company that focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence. It is one of the largest e-commerce platforms in the world, with over $108.5 billion in net sales in its first quarter. Aside from its e-commerce business, the company is also one of the largest live-streaming and cloud computing platforms. AMZN stock currently trades at $3510.98\nOn June 28, 2021, the company was named Swisscom's preferred public cloud provider to accelerate its digital transformation strategy and move towards a cloud-native 5G network. Swisscom is Switzerland's leading telecoms company. In detail, Swisscom will be pursuing a cloud-first strategy and will use AWS to accelerate IT agility, drive operational efficiencies, and accelerate time to market. All things considered, will you buy AMZN stock?\nSource: TD Ameritrade TOS\nApple Inc.\nApple is a consumer discretionary company that specializes in consumer electronics, software, and online services. It is one of the world's largest technology companies by revenue and also one of the most valuable. The company has a very strong brand loyalty for its premium tech products like the iPhone and Macbook. In a news report by Nikkei Asia, Apple will be one of the first adopters of Taiwan Semiconductor Manufacturing Co's next-generation chip production technology ahead of its deployment next year. The company is currently testing its test designs with TSMC's 3-nm production technology.\nIn late April, the company also announced record financial results for its second quarter. Firstly, it posted a March quarter record revenue of $89.6 billion, up by 54% year-over-year. Secondly, the company also reported quarterly earnings per diluted share of $1.40. Luca Maestri, Apple's CFO had this to say, \"These results allowed us to generate operating cash flow of $24 billion and return nearly $23 billion to shareholders during the quarter. We are confident in our future and continue to make significant investments to support our long-term plans and enrich our customers' lives.\" Given the impressive quarter, will you consider buying AAPL stock?\nSource: TD Ameritrade TOS\nCarnival Corporation\nCarnival is a leading cruise and leisure travel company. Its portfolio of global cruise line brands includes Costa Cruises and AIDA Cruises. It is, in fact, the world's largest cruise company with a fleet of over 80 ships with the capacity to visit over 700 ports around the world. The company also plans to include a total of 16 new ships that are scheduled to be delivered to Carnival's brands through 2025. CCL stock currently trades at $26.06 a share.\nRecently, two of Carnival's ships will be restarting cruises this weekend. Namely, they are Carnival Vista and Carnival Horizon. This would be a good sign for the company and industry in general as vaccination rollout continues to take place all over the world. In the company's second-quarter financials in June, it provided a business update signaling an aggressive plan to return to full operations by next spring. Carnival says that it has announced 42 ships so far, representing over half of its capacity that has been scheduled to return to serving guests by this fiscal year-end. With this in mind, should you consider buying CCL stock?\nSource: TD Ameritrade TOS\nFord Motor Company\nFord is a multinational automaker that is headquartered in Detroit. In essence, the company sells automobile and commercial vehicles under its Ford brand and most luxury cars in the Lincoln brand. It also has joint ventures in China, Thailand, and Russia among others. The company unveiled its Ford+ plan in May to transition to zero-emission electric vehicles (EV). It expects 40% of all its global vehicle volume to be all-electric by 2030. F stock currently trades at $14.93 as of Friday's closing bell.\nEarlier today, the company released its June sales figures. Admittedly, Ford's overall sales came in below analysts' expectations. However, this includes both its conventional combustion engine vehicle and its EV sales. Regarding its EV division, Ford continues to see massive momentum now. To highlight, the company revealed that it's June EV vehicle sales are up by 117% year-over-year. Ideally, these encouraging figures could support Ford's plans to electrify its entire portfolio by 2030. Given all of this, would you consider F stock worth owning now?\nSource: TD Ameritrade TOS\nWalt Disney Company\nTopping off our list today is the Walt Disney Company. Now, few companies can boast a consumer-focused portfolio as legendary as Disney's. When it comes to mass media entertainment, Disney is arguably an industry titan. From its timeless fairy tale classics to its modern-day star-studded IPs, Disney caters to consumers of all ages. More importantly, the company knows how to make the most of its massive media library in today's market. Evidently, Disney continues to bolster operations in both its tourism and video streaming divisions now.\nFor starters, Disney revealed that it will be bringing back its early entry park tickets for resort guests starting October. This would line up nicely with the park's 50th-anniversary celebration. It seems that Disney is more than keen to open its doors to eager tourists now. At the same time, the company's Disney+ boasts an impressive line-up of new releases this month as well. Namely, viewers will be treated to more content from Disney's ongoing Marvel and Star Wars-related series. On top of that, the next Marvel blockbuster movie, Black Widow will also be premiering on the platform. Overall, Disney is making plays on both stay-at-home and reopening trends in the consumer market today. Would this make DIS stock a top buy for you now?\nSource: TD Ameritrade TOS","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156737400,"gmtCreate":1625236495100,"gmtModify":1631890532834,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"🍎 it’s in control 💪🏻","listText":"🍎 it’s in control 💪🏻","text":"🍎 it’s in control 💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156737400","repostId":"2148803897","repostType":4,"repost":{"id":"2148803897","pubTimestamp":1625236211,"share":"https://www.laohu8.com/m/news/2148803897?lang=&edition=full","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Apple Could Become Google's Biggest Cloud Customer","url":"https://stock-news.laohu8.com/highlight/detail?id=2148803897","media":"Motley Fool","summary":"Apple could increase its spending on Google Cloud by 50% this year.","content":"<p><b>Apple</b> (NASDAQ:AAPL) and <b>Alphabet</b>'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google compete against each other in mobile operating systems, smartphones, smart speakers, streaming media services, digital payments, and other growing markets. However, Apple is also <a href=\"https://laohu8.com/S/AONE\">one</a> of Google's top customers.</p>\n<p>Five years ago, Apple signed a deal with Google Cloud to host some of its iCloud services. The details weren't disclosed, but it was considered a loss for <b>Amazon</b> (NASDAQ:AMZN) Web Services (AWS) and <b>Microsoft</b>'s (NASDAQ:MSFT) Azure, which previously hosted most of Apple's iCloud services.</p>\n<p>Many people wondered if the deal would last. However, digital media newssite <i>The Information </i>recently claimed Apple would boost its spending on Google Cloud by 50% this year and become Google's largest enterprise cloud storage customer. Let's see what this expanded deal could mean for both tech giants.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc0db7aae99872ee508b75351882fff1\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Why doesn't Apple build its own cloud platform?</h2>\n<p>Back in 2016, a <i>Re/code</i> report claimed Apple was mulling the development of its own cloud infrastructure platform and estimated it could break even on its own data centers in \"about three years.\"</p>\n<p>That cloud independence would eliminate Apple's dependence on Amazon, Microsoft, and Google, which all compete against Apple in certain markets. It could also support its expansion into next-gen industries, including connected cars, augmented reality devices, and smart home appliances.</p>\n<p>However, Apple also has tremendous bargaining power in securing favorable contracts with the big three cloud platforms. Just as it splits its component orders and manufacturing contracts between different companies, Apple can shop around for the best cloud hosting deals.</p>\n<p>Apple also charges users fees for additional iCloud storage. So as long as that incoming revenue offsets its cloud hosting payments to Google Cloud, AWS, and Azure, it might be more economical to maintain the status quo instead of building a first-party cloud infrastructure platform.</p>\n<p><i>The Information</i> claims Apple will spend about $300 million on Google's cloud storage services this year -- but that would only equal 0.08% of Apple's estimated revenue this year.</p>\n<h2>Will higher spending from Apple actually help Google?</h2>\n<p>Google Cloud's revenue rose 53% to $8.9 billion in 2019 and grew 46% to $13.1 billion -- or 7% of Alphabet's top line -- in 2020. That robust growth was supported by a growing list of customers, including <b>Target</b>, <b>Home Depot</b>, <b>P&amp;G</b>, <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>, and<b> <a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>.</p>\n<p>Many retailers didn't want to feed Amazon's most profitable business unit, while some tech companies didn't want to tether themselves to Microsoft's sprawling software ecosystem. For those enterprise customers, Google Cloud seemed to be an attractive alternative.</p>\n<p>However, Google Cloud controlled just 7% of the global cloud infrastructure market in the first quarter of 2021, according to Canalys. AWS controlled 32% of the market, while Azure ranked second with a 19% share.</p>\n<p>Google Cloud also isn't profitable yet. Its operating loss widened from $4.3 billion in 2018 to $4.6 billion in 2019, then widened again to $5.6 billion in 2020. AWS is consistently profitable, while Microsoft doesn't disclose Azure's exact revenue or operating profits.</p>\n<p>These numbers suggest Apple would likely secure the cheapest cloud hosting rates from Google, which needs to gain more partnerships to keep pace with AWS and Azure. That might be great news for Apple, but bad news for Google Cloud's operating profits.</p>\n<h2>The key takeaways</h2>\n<p><i>The Information</i> claims Apple's increased cloud spending could make it Google Cloud's \"largest\" corporate client, but $300 million only equals 2% of Google's total cloud revenue last year. Apple is still likely hosting a lot of its iCloud services on AWS and Azure, so the report doesn't necessarily mean Google Cloud will become Apple's preferred cloud provider.</p>\n<p>Instead, this report indicates it's smarter for Apple to pit the three cloud platform kings against each other to gain favorable hosting prices than it is to build its own cloud infrastructure. It also suggests that Google Cloud -- which likely has significantly less pricing power than AWS and Azure -- could remain unprofitable for the foreseeable future.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Could Become Google's Biggest Cloud Customer</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 Could Become Google's Biggest Cloud Customer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/02/apple-could-become-google-biggest-cloud-customer/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (NASDAQ:AAPL) and Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google compete against each other in mobile operating systems, smartphones, smart speakers, streaming media services, digital payments, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/02/apple-could-become-google-biggest-cloud-customer/\">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","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2021/07/02/apple-could-become-google-biggest-cloud-customer/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148803897","content_text":"Apple (NASDAQ:AAPL) and Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google compete against each other in mobile operating systems, smartphones, smart speakers, streaming media services, digital payments, and other growing markets. However, Apple is also one of Google's top customers.\nFive years ago, Apple signed a deal with Google Cloud to host some of its iCloud services. The details weren't disclosed, but it was considered a loss for Amazon (NASDAQ:AMZN) Web Services (AWS) and Microsoft's (NASDAQ:MSFT) Azure, which previously hosted most of Apple's iCloud services.\nMany people wondered if the deal would last. However, digital media newssite The Information recently claimed Apple would boost its spending on Google Cloud by 50% this year and become Google's largest enterprise cloud storage customer. Let's see what this expanded deal could mean for both tech giants.\nImage source: Getty Images.\nWhy doesn't Apple build its own cloud platform?\nBack in 2016, a Re/code report claimed Apple was mulling the development of its own cloud infrastructure platform and estimated it could break even on its own data centers in \"about three years.\"\nThat cloud independence would eliminate Apple's dependence on Amazon, Microsoft, and Google, which all compete against Apple in certain markets. It could also support its expansion into next-gen industries, including connected cars, augmented reality devices, and smart home appliances.\nHowever, Apple also has tremendous bargaining power in securing favorable contracts with the big three cloud platforms. Just as it splits its component orders and manufacturing contracts between different companies, Apple can shop around for the best cloud hosting deals.\nApple also charges users fees for additional iCloud storage. So as long as that incoming revenue offsets its cloud hosting payments to Google Cloud, AWS, and Azure, it might be more economical to maintain the status quo instead of building a first-party cloud infrastructure platform.\nThe Information claims Apple will spend about $300 million on Google's cloud storage services this year -- but that would only equal 0.08% of Apple's estimated revenue this year.\nWill higher spending from Apple actually help Google?\nGoogle Cloud's revenue rose 53% to $8.9 billion in 2019 and grew 46% to $13.1 billion -- or 7% of Alphabet's top line -- in 2020. That robust growth was supported by a growing list of customers, including Target, Home Depot, P&G, PayPal, and Twitter.\nMany retailers didn't want to feed Amazon's most profitable business unit, while some tech companies didn't want to tether themselves to Microsoft's sprawling software ecosystem. For those enterprise customers, Google Cloud seemed to be an attractive alternative.\nHowever, Google Cloud controlled just 7% of the global cloud infrastructure market in the first quarter of 2021, according to Canalys. AWS controlled 32% of the market, while Azure ranked second with a 19% share.\nGoogle Cloud also isn't profitable yet. Its operating loss widened from $4.3 billion in 2018 to $4.6 billion in 2019, then widened again to $5.6 billion in 2020. AWS is consistently profitable, while Microsoft doesn't disclose Azure's exact revenue or operating profits.\nThese numbers suggest Apple would likely secure the cheapest cloud hosting rates from Google, which needs to gain more partnerships to keep pace with AWS and Azure. That might be great news for Apple, but bad news for Google Cloud's operating profits.\nThe key takeaways\nThe Information claims Apple's increased cloud spending could make it Google Cloud's \"largest\" corporate client, but $300 million only equals 2% of Google's total cloud revenue last year. Apple is still likely hosting a lot of its iCloud services on AWS and Azure, so the report doesn't necessarily mean Google Cloud will become Apple's preferred cloud provider.\nInstead, this report indicates it's smarter for Apple to pit the three cloud platform kings against each other to gain favorable hosting prices than it is to build its own cloud infrastructure. It also suggests that Google Cloud -- which likely has significantly less pricing power than AWS and Azure -- could remain unprofitable for the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158270510,"gmtCreate":1625153013930,"gmtModify":1631890532843,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158270510","repostId":"2148284558","repostType":2,"repost":{"id":"2148284558","pubTimestamp":1625150001,"share":"https://www.laohu8.com/m/news/2148284558?lang=&edition=full","pubTime":"2021-07-01 22:33","market":"us","language":"en","title":"Buy This Stock Before It Turns Into a Top 5G Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2148284558","media":"Motley Fool","summary":"This tech stock is already enjoying terrific growth and 5G could give it a big shot in the arm.","content":"<p><b>NVIDIA</b> (NASDAQ:NVDA) has been red-hot this year. The graphics specialist has delivered stunning growth in revenue and earnings on account of tremendous demand from the video gaming and data center businesses. The secular growth opportunities in these two markets make NVIDIA <a href=\"https://laohu8.com/S/AONE\">one</a> of the top growth stocks to buy right now, as they sent the company's revenue up 84% year over year last quarter to $5.66 billion.</p>\n<p>However, another reason why investors should consider loading up on NVIDIA stock is because of the moves it is making in the 5G wireless space, which should give its data center business a huge shot in the arm. NVIDIA has already trained its sights on the 5G market, and its latest announcements indicate that its development efforts are gaining currency with key customers. Let's take a look at how NVIDIA is working its way toward a lucrative opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8631d842871b65971f4f12eaf18b35b9\" tg-width=\"700\" tg-height=\"480\"><span>Image source: Getty Images.</span></p>\n<h2>NVIDIA is expanding its AI-on-5G ecosystem</h2>\n<p>NVIDIA's 5G play is aimed at using the blazing-fast speeds brought by the new wireless standard in the field of artificial intelligence (AI). The chipmaker has been making steady progress on this front, announcing a slew of partnerships in April with a bunch of companies for the development of an AI-on-5G platform. This AI-on-5G platform powered by NVIDIA's Aerial application framework aims to accelerate the deployment of edge AI services with the help of fast 5G speeds.</p>\n<p>NVIDIA has now taken a couple of steps to encourage the adoption of its Aerial platform, which the company says is \"an application framework for building high performance, software-defined, cloud-native 5G applications to address increasing consumer demand.\"</p>\n<p>First, NVIDIA announced the launch of an AI-on-5G innovation lab in partnership with <b>Alphabet</b>'s&nbsp; Google Cloud. NVIDIA aims to help network operators and infrastructure providers take advantage of the hardware and software platforms provided by this lab to \"create new profit centers built on AI and machine learning.\"</p>\n<p>Put simply, the lab is meant to accelerate the deployment of smart factories, smart cities, and other applications based on 5G and AI. NVIDIA says that its partners will start developing solutions using the innovation lab in the second half of the year.</p>\n<p>The second move made by NVIDIA should increase the reach of the Aerial AI-on-5G platform. Aerial will now support Arm-based CPUs (central processing units) in addition to x86 processors. This is a smart move, as major cloud service providers such as <b>Amazon</b>, <b>Alibaba</b>, <b>Microsoft</b>, and <b>Oracle</b>, among others, are running Arm-based chips in their servers. It is worth noting that the revenue of ARM-based servers shot up 430% year over year in the third quarter of 2020, as per IDC's estimates, followed by a 345% spike&nbsp;in the first quarter of 2021.</p>\n<p>All of this indicates that NVIDIA is preparing to take advantage of the intersection of 5G wireless technology and AI, a combination that could spawn a huge revenue opportunity. According&nbsp;to Frost &amp; Sullivan, the market for AI, memory, and power amplifier semiconductors within the 5G space could be worth $15 billion by 2025, clocking a compound annual growth rate (CAGR) of 74% during the forecast period. That's a huge jump from just $537 million in revenue last year, so NVIDIA is sitting on a massive catalyst.</p>\n<h2>Playing the long game</h2>\n<p>However, investors shouldn't expect NVIDIA's 5G opportunity to start contributing immediately to its top and bottom lines. NVIDIA has already said that partners will only start developing on the AI-on-5G innovation lab in the second half of 2021, while the Aerial A100 AI-on-5G platform that supports Arm CPUs will only be available in the first half&nbsp;of 2022.</p>\n<p>So there's still some time before 5G starts making a meaningful contribution to NVIDIA's finances. But there is a great incentive for investors to buy the stock right away instead of waiting for the 5G catalyst to kick in. That's because NVIDIA looks set to sustain its high levels of growth in the future thanks to the strength of its two main businesses.</p>\n<p>Meanwhile, the company is also setting itself up for long-term growth in the automotive market. Not surprisingly, analysts estimate NVIDIA's earnings to grow at more than 26% annually&nbsp;for the next five years.</p>\n<p>As such, there are several reasons why NVIDIA is a top tech stock that's worth buying right now, and the huge 5G catalyst is likely to amplify its astronomic growth once it kicks in.</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>Buy This Stock Before It Turns Into a Top 5G Play</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\">\nBuy This Stock Before It Turns Into a Top 5G Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 22:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/01/buy-stock-before-turns-into-top-5g-play-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA (NASDAQ:NVDA) has been red-hot this year. The graphics specialist has delivered stunning growth in revenue and earnings on account of tremendous demand from the video gaming and data center ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/01/buy-stock-before-turns-into-top-5g-play-nvidia/\">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/2021/07/01/buy-stock-before-turns-into-top-5g-play-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148284558","content_text":"NVIDIA (NASDAQ:NVDA) has been red-hot this year. The graphics specialist has delivered stunning growth in revenue and earnings on account of tremendous demand from the video gaming and data center businesses. The secular growth opportunities in these two markets make NVIDIA one of the top growth stocks to buy right now, as they sent the company's revenue up 84% year over year last quarter to $5.66 billion.\nHowever, another reason why investors should consider loading up on NVIDIA stock is because of the moves it is making in the 5G wireless space, which should give its data center business a huge shot in the arm. NVIDIA has already trained its sights on the 5G market, and its latest announcements indicate that its development efforts are gaining currency with key customers. Let's take a look at how NVIDIA is working its way toward a lucrative opportunity.\nImage source: Getty Images.\nNVIDIA is expanding its AI-on-5G ecosystem\nNVIDIA's 5G play is aimed at using the blazing-fast speeds brought by the new wireless standard in the field of artificial intelligence (AI). The chipmaker has been making steady progress on this front, announcing a slew of partnerships in April with a bunch of companies for the development of an AI-on-5G platform. This AI-on-5G platform powered by NVIDIA's Aerial application framework aims to accelerate the deployment of edge AI services with the help of fast 5G speeds.\nNVIDIA has now taken a couple of steps to encourage the adoption of its Aerial platform, which the company says is \"an application framework for building high performance, software-defined, cloud-native 5G applications to address increasing consumer demand.\"\nFirst, NVIDIA announced the launch of an AI-on-5G innovation lab in partnership with Alphabet's  Google Cloud. NVIDIA aims to help network operators and infrastructure providers take advantage of the hardware and software platforms provided by this lab to \"create new profit centers built on AI and machine learning.\"\nPut simply, the lab is meant to accelerate the deployment of smart factories, smart cities, and other applications based on 5G and AI. NVIDIA says that its partners will start developing solutions using the innovation lab in the second half of the year.\nThe second move made by NVIDIA should increase the reach of the Aerial AI-on-5G platform. Aerial will now support Arm-based CPUs (central processing units) in addition to x86 processors. This is a smart move, as major cloud service providers such as Amazon, Alibaba, Microsoft, and Oracle, among others, are running Arm-based chips in their servers. It is worth noting that the revenue of ARM-based servers shot up 430% year over year in the third quarter of 2020, as per IDC's estimates, followed by a 345% spike in the first quarter of 2021.\nAll of this indicates that NVIDIA is preparing to take advantage of the intersection of 5G wireless technology and AI, a combination that could spawn a huge revenue opportunity. According to Frost & Sullivan, the market for AI, memory, and power amplifier semiconductors within the 5G space could be worth $15 billion by 2025, clocking a compound annual growth rate (CAGR) of 74% during the forecast period. That's a huge jump from just $537 million in revenue last year, so NVIDIA is sitting on a massive catalyst.\nPlaying the long game\nHowever, investors shouldn't expect NVIDIA's 5G opportunity to start contributing immediately to its top and bottom lines. NVIDIA has already said that partners will only start developing on the AI-on-5G innovation lab in the second half of 2021, while the Aerial A100 AI-on-5G platform that supports Arm CPUs will only be available in the first half of 2022.\nSo there's still some time before 5G starts making a meaningful contribution to NVIDIA's finances. But there is a great incentive for investors to buy the stock right away instead of waiting for the 5G catalyst to kick in. That's because NVIDIA looks set to sustain its high levels of growth in the future thanks to the strength of its two main businesses.\nMeanwhile, the company is also setting itself up for long-term growth in the automotive market. Not surprisingly, analysts estimate NVIDIA's earnings to grow at more than 26% annually for the next five years.\nAs such, there are several reasons why NVIDIA is a top tech stock that's worth buying right now, and the huge 5G catalyst is likely to amplify its astronomic growth once it kicks in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151369301,"gmtCreate":1625064135903,"gmtModify":1631890532868,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151369301","repostId":"1100563900","repostType":2,"repost":{"id":"1100563900","pubTimestamp":1624956396,"share":"https://www.laohu8.com/m/news/1100563900?lang=&edition=full","pubTime":"2021-06-29 16:46","market":"us","language":"en","title":"Facebook: Simply Unstoppable","url":"https://stock-news.laohu8.com/highlight/detail?id=1100563900","media":"seekingalpha","summary":"The #StopHateforProfit Campaign, antitrust allegations, Apple IDFA issue, and a host of other historical issues have not stopped the social media giant and will not stop it.Despite an impressive rally delivering 65% since the start of CY20 and 26% YTD, Facebook remains undervalued relative to its peers and the FAANG stocks with the best forward estimates.The strong moat originating from their sheer user base, and sizeable TAMs in E-commerce, VR/AR, digital assets , cumulatively make for a compel","content":"<p><b>Summary</b></p>\n<ul>\n <li>The #StopHateforProfit Campaign, antitrust allegations, Apple IDFA issue, and a host of other historical issues have not stopped the social media giant and will not stop it.</li>\n <li>Despite an impressive rally delivering 65% since the start of CY20 and 26% YTD, Facebook remains undervalued relative to its peers and the FAANG stocks with the best forward estimates.</li>\n <li>The strong moat originating from their sheer user base, and sizeable TAMs in E-commerce, VR/AR, digital assets (DIEM), cumulatively make for a compelling growth story.</li>\n <li>Although the company is highly controversial and rightfully so, this article focuses more on the quantitative analysis and less on the morals and ethics behind this investment. That, we shall leave to you.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b3414073b72a391e760025594ec111f\" tg-width=\"768\" tg-height=\"528\"><span>nemke/E+ via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Facebook (FB) has had a volatile trading period the past few years with a general uptrend, delivering shareholders nice returns whilst subjecting them to a few major dips which presented investors an opportunity for a steal. Despite the controversy and headline risks every now and then, the company has been able to battle through them and emerge ever so stronger. The company’s financials have been holding up and shows no sign of stoppage anytime soon. In a time as such, with significant uncertainty in the macro environment and inflation fears creeping up, we believe that shifting some of your assets to high cashflow generating companies is a wise strategy that will pay off. Growth and value are 2 different things, and there still exists growth companies that are undervalued and can still generate substantial cashflow, and we believe Facebook is one of them. The company also remains to be one of the more attractive blue-chip stocks compared to the others in the FAANG. We employ a 3–5-year outlook and have been bullish since USD$200/share. Let’s Begin!</p>\n<p><b>What is Facebook</b></p>\n<p>Known to all, Facebook is a social media giant with a family of products including the likes of Facebook, Instagram,WhatsApp, Messenger, and now Oculus. The firm essentially has a stronghold in the social media industry and has an impressive DAP of2.72 BN as of Q1’21and MAP of 3.45 BN.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3d08f4df186c4705a5300f40d6b8a5e\" tg-width=\"640\" tg-height=\"429\"><span>(Source:FB Q1’21 Presentation)</span></p>\n<p>The world has7.874 BNpeople as of the time of this writing and that would mean that 43.8% of all the people in the world use some form of product from Facebook’s portfolio in the past 30 days. On a daily basis, 34.5% of the people in the world use it. If that isn’t a sticky service, nothing really is. If we were to focus on the usage of the Facebook app solely, 23.8% of the world logs into the app daily based on DAUs.</p>\n<p>The firm was founded in 2004 and generates the majority of their revenue from advertisements. If you have watched the social dilemma on Netflix, you would realize that Facebook’s real customer isn’t everyday users. Instead, users are the product, and they are being sold to advertisers. The company has created such an engaging and sticky service that users are more than happy to be using their apps, despite knowing that their data is being sold from one company to another. As appalling as it is, they’re indifferent to it all and still find the value in using the company’s products on a daily basis – keeping in touch with distant relatives, chatting with friends, staying up to date with the latest fashion trends and news… (According to the&nbsp;Pew Research Center, more than a 1/3 of US adults say they get their news regularly from Facebook)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cb9d05bb00f3038cec301c72ef56827\" tg-width=\"608\" tg-height=\"378\"><span>(Source:Pew Research Center)</span></p>\n<p>To Facebook, this is equally as good as the more users, the wider the ‘product’ base that they have to offer their customers - advertisers. Advertisers are also indifferent to how Facebook attains its data, so long as Facebook’s targeting metrics and trackers are working well, the more likely it is that they are able to generate conversions. The more conversions, the more sales for them, the more ads they continue to pay for, the more revenue Facebook generates. Win-Win-Win, their apps are the bait, and the product (users), customers (advertisers), and supplier (Facebook), all walk away winners. It’s a remarkable business model that has stood the test of time and no matter the amount of controversy around the business, founders, and its practices, it isn’t going anywhere anytime soon and for one simple reason: Users likely can’t do without Facebook’s products whether they are willing to admit it or not.</p>\n<p>When we look back in the past to reflect on how the #StopHateForProfit Campaign turned out for the company, it is apparent that the impact it had on the top and bottom line were both minimal. The boycott was one that arose due to Facebook’s bad hate speech regulations and policing, and because of the laissez-faire attitude toward posts from then President, Donald Trump. More than&nbsp;1000 companies publicly committed&nbsp;to boycotting the social media giant in June/July (coinciding with end Q2 and start Q3) and many of the top 100 advertisers based on ad spend such as Nike, Adidas, Puma, Coca-Cola, all revised their budgets downwards.</p>\n<p>Despite this, Facebook&nbsp;beat on Q2 earnings&nbsp;and saw an increase of&nbsp;10.7% YOY. In its forward guidance, the company also announced that for July, they were anticipating a slowdown in YoY growth of 17% but was still due to see a 10% increase. They alsoanticipatedthe slowdown in growth to last through till October. However, the company did not attribute this slowdown to the boycott specifically but to 3 other major headwinds. With the benefit of hindsight, we can now see that even for Q3’20, the firm saw an impressive 21.6% rise in its top line, with the bottom line still registering a 12.2% improvement in NPM for Q2’20 YoY and a 200 bps NPM improvement in Q3.</p>\n<p>The results are clear and indicative of a few things. The boycott by the largest companies did little to Facebook’s financial story as they still managed to register growth and did not see significant pullbacks that were material. This can be tied to the fact that most of Facebook’s advertisers are SMBs. Although certain few SMBs did join the boycott, most didn’t, and the firm still had their impressive 9 million + customer base to rely on. If anything, this also suggests that despite what any SMB stands for and whether they agree with a social cause or not, it is hard for them to find alternatives that they can shift to on a similar pricing scale. Big brands can easily pivot to other advertisements such as TV and radio commercials but SMBs simply can’t because of smaller budgets. Lastly, it is now clear that the campaign affected Facebook’s reputation more so than it did its cashflow.</p>\n<p><b>Risks</b></p>\n<p>Other risks that the company may face would be future antitrust lawsuits. As it is, the company is already facing allegations of being a monopoly based on their aggressive acquisitive history having acquired more than90 other companiessince inception. They were alsofined US$5 BNby the FTC in 2019 and were required to adopt their policies and employ new protections for the users and their data that has been shared.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f694ca79d59162e95f05335ebefbca3d\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>Though representative of a historic penalty and the largest ever imposed on a company for violating user’s privacy rights, the US$5BN was a drop in the bucket for the giant that went on to generate US$70+ BN dollars for the year.</p>\n<p>The current issues that they have with Apple’s new iOS changes and the IDFA implications are also likely not going to have a substantial impact on the firm. The Identifier for Advertisers [IDFA] is a random device identifier assigned by Apple to a user's device. Advertisers use this to track data so they can deliver customized advertising on mobile. With the new iOS changes, Apple essentially programmed it such that each app that wants to use these identifiers will have to ask users to opt in for tracking when the app is first launched. If users opt out, the app can’t track certain data and Facebook will have a smaller database of points to rely upon. As consumer preferences change, so will Facebook’s targeting that relies on IDFAs get worse and less effective due to outdated data points.</p>\n<p>According to aCNBC article:</p>\n<blockquote>\n Most critically at stake for Facebook is what’s known as view-through conversions. This metric is used by ad-tech companies to measure how many users saw an ad, did not immediately click on it, but later made a purchase related to that ad.”\n</blockquote>\n<p>When the conversion is made later on, the data IDFA for that particular user is then shared by the retailer to Facebook which is then used by the company to see if it matches the IDFA of the user who saw the ad. If they pair, it indicates that the ad was useful in generating a conversion. This data performance is then relayed to advertisers so that they can tweak their ad strategies accordingly. Withas much as 96% of usersanticipated to opt out of tracking on all apps, this would mean that mobile ads on 3rdparty apps may no longer be as useful if Facebook cannot really judge its effectiveness anymore. The more ineffective the ads become, the less conversions for retailers, and the more they pivot to other advertising platforms, which will impact the revenues for the firm.</p>\n<p>However, Facebook has disclosed that this will particularly only affect one form of advertisement which relies heavily on the IDFA, known as Audience Networks. Fortunately, the audience network segment only represents less than 10% of the firm’s total revenues. With the impact estimating to cost a drop in50% of all ads deliveredand hence sales from this segment, this would atbest represent a 5% drop in their total revenues. With that said, we do not anticipate that this will be present significant impact moving forward and the firm can easily recoup the 5% loss at worse by focusing on increasing ARPUs and user engagement to save their core business.</p>\n<p>Though Facebook started by disclosing that they anticipated the impact on their revenues to be large at first, this no longer seems to be the case. If anything, history has shown us that Mark is not one to back down and if he doesn’t get his way, he damn well will find another way to minimise loss and increase revenue generation in other segments to make up for it. If you aren’t too involved in the technicalities, we think it’s safe to bet on the jockey in this case. Besides, AR / VR growth,WhatsApp monetization, Reels monetization, further user growth in less developed countries away from the legacy North America and Europe region can very well pick up the lost (US$5BN) in sales.</p>\n<p><b>Moat</b></p>\n<p>As mentioned above, the DAUs and MAUs for Facebook are very impressive with a large portion of the world using at least 1 of their products. The moat for the business relies on the wide user base that Facebook has meticulously built over the course of 17 years. With any new product that they have, the firm can easily roll it out to their database of users and expect demand to pick up in a matter of weeks, maybe even days. That is the power of the network of Facebook that really can’t be valued.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2057a83640201edd89430e754f3f8525\" tg-width=\"640\" tg-height=\"431\"><span>(Source: FB Q1’21 Presentation)</span></p>\n<p>Despite the controversy, endless allegations, and negative headlines one after the other, the numbers don’t lie. DAUs have been increasing every single quarter, with the fastest growth observed in Asia-Pacific and the rest of the world. US &amp; Canada growth has slowed as it nears saturation levels, and this is perfectly normal and to be expected. The way we anticipate Facebook to grow their core cash cow business moving forward is clean. 1) Focus on growing ARPUs in their saturated legacy areas (US &amp; Canada and Europe) as well as 2) Increase User Growth by Geography in their growth areas (Asia-Pacific and the Rest of the World). Unsurprisingly, Facebook has been focused on doing just that.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce3456321584d2eea288f7e410215571\" tg-width=\"640\" tg-height=\"388\"><span>(Source: FB Q1’21 Presentation)</span></p>\n<p>When we look to the infamous metric for judging social media companies and their performance – ARPUs, we can see that in the legacy areas, ARPUs have been increasing at a faster pace than compared to growth areas. This falls in line with point number 1 as mentioned above. The legacy areas have already reached saturation levels and user growth is unable to grow at astounding rates anymore. However, since this represent areas that are more developed and generally have higher disposable incomes on the average, focusing on increasing ARPUs and monetizing advertisers is the right strategy and a very feasible one. Though the growth areas are also seeing ARPUs grow YoY as they should, they are not at the same pace as in the US &amp; Canada and Europe. When we look to revenue generated by geography below, this confirms the thesis that revenue is growing faster than user base in those areas, and since ARPU equal to (Total Revenue from that Geography / Number of Users in that area), so long revenue is growing at a faster pace than the user base, they should increase meaningfully.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84eaec3de9bafd595bf4ecf9ffdae16a\" tg-width=\"640\" tg-height=\"430\"><span>(Source: FB Q1’21 Presentation)</span></p>\n<p>When we look to the slide below, it is also apparent that user numbers are growing much faster in Asia-Pacific and the rest of the world, away from the legacy areas. Across 2 years, MAUs which is the broadest business performance metric employed by Facebook, grew 22.4% and 25.4% in the growth areas while they only grew a mere 6.6% in US &amp; Canada and 10.2% in Europe.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d72be6c3ca7eb809567503ffc1d4ed9\" tg-width=\"640\" tg-height=\"395\"><span>(Source: FB Q1’21 Presentation)</span></p>\n<p>If Facebook can continue to grow their user engagement numbers in the growth areas whilst maximizing ARPUs in legacy areas, the company can easily ensure that the core advertising model will remain the cash cow of the business, funding growth for their other product developments.</p>\n<p><b>Growth Tactics</b></p>\n<p>When we look to potential growth Facebook has, the company isn’t short of any. Facebook has moved to monetizeWhatsApp, where they plan to generate fees from payments made within the app itself as well as through in-app status advertisements. The company is essentially trying to integrate the growth and TAM of the E-commerce market more seamlessly into their family of products including the likes ofWhatsApp. ThroughFacebook Pay, users can now engage in peer-to-peer payments withinWhatsApp itself at no cost. However, when businesses receive a fee from customers through the app itself, they will then have to pay a small ‘processing fee’ to Facebook and this is where it profits. This is the same method that is being employed by Shopify and all the other payment processing channels just that it is now being done locally inWhatsApp itself.WhatsApp payments has launched in Brazil, the 2nd largest market by users and the fee stands at 3.99%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d1d27ff399e3e6fdfbc44a3ff1fb6e6\" tg-width=\"640\" tg-height=\"557\"><span>(Source:Facebook Newsroom)</span></p>\n<p>The firm has also been trying to grow their presence in the E-commerce market and reduce the friction customers experience when clicking through ads on its platforms. Both Instagram checkout and Facebook shops are aimed at doing just that. Their shops solutions are also expanding toWhatsApp, and the marketplace as observed above. The company sees a major shift to online shopping even after the grand reopening of the economies. As part of its effort over the years, they now have 1.2M active shops across their platforms and more than 300M monthly shop visitors. Thelatest releasestates that:</p>\n<blockquote>\n Soon, we’ll give businesses in select countries the option to showcase their Shop inWhatsApp. In the US, we’ll enable them to bring Shops products into Marketplace, helping them reach the more than 1 billion people globally who visit each month.\n</blockquote>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38d87012cd9e376a0bed27a095b01828\" tg-width=\"640\" tg-height=\"418\"><span>(Source:Facebook Newsroom)</span></p>\n<p>What’s even more fascinating is the fact that Facebook now plans to integrate new technologies such as AR Dynamic Ads to power the future of shopping. New visual discovery tools on their platforms like Instagram will help customers find new products that they resonate with faster than ever before and help them to visualize their products with AR experiences that they have been working on for a long time now.</p>\n<p>Their continued expansion in the AR/VR market along with the rollout of DIEM, their native digital currency functioning as a stablecoin that was once under the “Libra Project” also presents good growth opportunity in the near future. Facebook is also looking to introducepodcasts and live audio streamsas part of the beginning of their audio journey. In short, Facebook still has a lot of room to grow moving forward apart from looking to squeeze out more cash from their legacy advertising business model. However, as always, product development is one thing, but the financials do need to shape up as well and with Facebook it does.</p>\n<p><b>Financials</b></p>\n<p>Of the FAANG stock group, Facebook enjoys one of the highest margins. The company saw 80.55% in GM in Q1’21 and even in the past, it has enjoyed such high margins, trading between 80.5% to as high as 86.6% in FY17. The chart below also clearly indicates that the remarkable margins trickle down to the bottom line and aren’t wiped out due to operating expenses, registering a NPM of 35.7%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1367468f26c73bde43f494b2b7fb49d6\" tg-width=\"635\" tg-height=\"467\"><span>Data by YCharts</span></p>\n<p>FB also routinely spends a large portion of their revenues on R&amp;D, reinvesting into the business YoY to further improve their products and innovate on new ones. In 2020 the R&amp;D expense represented 21.5% of total sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b923685aa0489833ae8f50fcddf3601\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>A large chunk of the firms’ revenues is also retained on the balance sheet which is then used over the years to funnel money to continue their acquisitive culture. Despite this, the strong cashflow that the firm enjoys allows it to stay at the top of their industry in terms of innovation whilst ensuring that their treasure trove of cash is growing should there be a need to deploy it. When we look to liquid cash that the firm holds (Cash &amp; Equivalents, and STI), Facebook has grown it at a tremendous CAGR of 26.2%. Net Debt has also just been becoming less of a concern over the years. To date, even after the pandemic, Facebook has no debt.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13b40cadc31458233d0ea83ce4917c33\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>Given the data above, it is evident that the firm has one of the most pristine balance sheets in the industry and in the whole stock market. The US$62 BN that they hold as cash presents itself as a massive buffer to cushion the impact of whatever comes their way, be it another acquisitive opportunity, or yet another fine. Either way, the company can weather any financial storm and near balance sheet issues aren’t a problem. Shareholders aren’t too pleased with the cash pile just sitting there and would instead rather the firm start paying a dividend or pick up the pace in share buybacks to maximize investor returns. Facebook has never paid a dividend in its entirety and although they may consider that moving forward, we anticipate that it is not a move that they will commit to. In any case, we ourselves hope that they commit to more share buybacks instead of moving to issue a dividend.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f5b82506a0385a1265c494b21462678\" tg-width=\"640\" tg-height=\"43\"><span>(Source:Q1 10-K Filing SEC)</span></p>\n<p>In their 10-K filing, the company expanded their SRP program to include an additional US$25 BN which will be added atop the US$8.6 BN remaining from a 2017 authorization. That amounts to a current authorized SRP valued at around US$33.6 BN and we anticipate that this may further increase substantially moving forward. Despite outstanding shares reducing overtime, a large part is offset by additional equity issued as part of SBC to employees. It is disappointing that the firm isn’t making more of a definitive move to put that cash pile to use but this is nonetheless not a major red flag.</p>\n<p><b>Valuations</b></p>\n<p>Being a blue-chip company with strong FCF, we would normally value the social media giant with a DCF model. Today, however, we will be looking at EV/Sales and P/E Ratios to try and justify its future valuation, looking 3 years out as always to end 2023.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878b205b837634b7d2528f57ebe84fc\" tg-width=\"640\" tg-height=\"321\"><span>(Source:Seeking Alpha)</span></p>\n<p>Looking 3 years out to end 23, Facebook is projected to grow revenues at an average of 23.4%, with growth in the 30s for this fiscal year. That would mean that Facebook is anticipated to grow revenues to US$160.8 BN by end 2023, up 87% from what they delivered in FY20 in 3 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1707f8cfee45ce9ebb0e3ac961e78f48\" tg-width=\"640\" tg-height=\"338\"><span>(Source: TIKR.com)</span></p>\n<p>Since 2018, the firm has traded at an average EV/Sales of 8.85, and last exchanged hands at a multiple of 9.76. Although the firm is trading at a multiple above its mean and higher than any of the other stocks as part of the FAANG group, Facebook does have higher estimates than all the other companies in the near future as observed below. The data does not reflect estimates for 2023.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/444e1473e814530e2332cea02637af53\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>Moreover, when we look further into the past all the way back to 2013, the company has historically traded at an average of 12.82 and even registered a high close to 22 in 2014. However, since we want to be conservative, but believe that the market has yet to really price Facebook for what it’s worth given all the headline risks in the media that have induced immediate selloffs without any fundamental reason, we will employ a multiple of 9.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8494d3084eed106a9cb0bff0f27cfe7a\" tg-width=\"640\" tg-height=\"384\"><span>(Source: TIKR.com)</span></p>\n<p>At an EV/Sales multiple of 9, that would put Facebook at a US$1.447 TRN dollar valuation by the end of 2023 and a share price of US$539, an upside of 58%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55014da5e82d1a67caaeb34766b35940\" tg-width=\"640\" tg-height=\"294\"><span>(Source:Seeking Alpha)</span></p>\n<p>When we look to revenue surprise and analyst estimate beat / miss trends, Facebook has quite the historical track record of surpassing estimates, having done so 10/12 times in the past 3 years. The average upside surprise stands at 3.59%. Assuming Facebook will continue to deliver the same upside surprise moving forward, a 3.59% beat to the top line estimate of 2023 would warrant revenues of US$166.57 BN. At the same EV/Sales ratio of 9, that would render a higher valuation of US$558.77 USD. Given that Facebook is very close to crossing the US$1 TRN dollar valuation mark, we anticipate this to be a very realistic price target.</p>\n<p>Now shifting on to another valuation method by P/E multiples, the valuation also paints a similar picture.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d67f3c257657bc10ee6be38c16d2a1f\" tg-width=\"640\" tg-height=\"207\"><span>(Source:Seeking Alpha)</span></p>\n<p>Turning to earnings estimates, the company is also projected to do high-teens digit growth for 2022 and 2023 and a close to 30% growth in the bottom line for this fiscal year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe26a8eabec7045dc5a904497737623\" tg-width=\"635\" tg-height=\"501\"><span>Data by YCharts</span></p>\n<p>Despite trading at the highest EV / Sales ratio of the FAANG stocks, Facebook is trading at the lowest TTM normalized PE Ratio amongst its peers, with the inclusion of Microsoft (FANGMA). This is likely due to the market failing to internalize and appreciate the company’s high NPM and profitability. Currently trading at a P/E ratio of 29.14, this is also below its historical means of as high as 60+ in 2016.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247661f12f62820f6266763f49531355\" tg-width=\"635\" tg-height=\"417\"><span>Data by YCharts</span></p>\n<p>However, given that earnings have improved dramatically since and likely won’t be revisiting those levels as seen from the forward estimates, we will stick with what we believe to be a fair multiple for the stickiest company in the world, 30. At a P/E ratio of 30, that would put the end 2023 share price somewhere near levels of US$531.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce908799f1bf9091b49b94e03db7e476\" tg-width=\"640\" tg-height=\"284\"><span>(Source:Seeking Alpha)</span></p>\n<p>However, because of a surprisingly good earnings-beat track record once again, this has to be factored in moving forward. Of the last 3 years, Facebook has beat earnings 11/12 times. The average beat comes in at 15.72%. If we were to stick to a similar but more conservative beat of say 7%, that would put 2023 normalized earnings at 18.93. The exact same P/E ratio would now warrant a realistic share price of US$567.8, an upside of 66.3%.</p>\n<p>With all 4 estimates using different methods and assumptions with different levels of conservatism employed delivering a potential share price anywhere between US$531 and US$568, it would be fair to conclude that this is a realistic price target for the cashflow king 3 years out into the future. At the low end of estimates of US$531, this is still indicative of a 55% upside.</p>\n<p><b>Investor Takeaways</b></p>\n<p>To conclude, we believe Facebook has a very strong future ahead and the projected numbers for both the Topline and Bottom line are indicative of potential upside. We place significant emphasis on forward estimates as markets are future discounting mechanisms that react accordingly. The company enjoys unbelievably high margins, has a pristine balance sheet with absolutely no debt, and is anticipated to keep raking in high revenues with strong cashflow numbers.</p>\n<p>With so many growth opportunities such as the monetization ofWhatsApp, AR/VR, shops, marketplace growth, DIEM, and the continued growth in its legacy advertisement business both in terms of MAP and ARPUs, Facebook is here to stay and is nowhere near exhausting its full potential. The sizeable TAMs in each of the different business segments combined with other opportunities such as Facebook Reels which we did not cover, and the fact that it has yet to have been monetized, all point to a bright future.</p>\n<p>That being said, it is a given that the company will face many other bumps along moving forward. Facebook will continue to be subjected to what we call ‘headline risks’ whereby the stock will be overly sold off to the downside based upon nothing fundamental but one-sided exaggerated narratives. This we believe presents the best time to pick up shares and accumulate for the long run. Facebook has been perceived to have engaged in a lot of dubious unethical behaviour surrounding user data but like we said, that is separate from the investment opportunity the company presents and we will leave that to you to decide. Granted that there are many reasons surrounding the company's beat-down reputation, the return on invested capital is a different story and the main one to be focused on when considering if a company is a good investment or not.</p>\n<p>End day, when it comes to blue-chip stocks that have a firm hold in the industry, good sticky products, and solid financials, it is hard for the stock not to trend up overtime so long as estimates paint a bright picture and most importantly, the markets continue to value them in the same rational way. This has not always been the case and can be easily seen from Microsoft’s outperformance hiatus when the Dot Com bubble crashed, and the stock took 17 years to put in a new high. Still, we believe blue chip stocks are a good bet as of now and should be a part of everyone’s portfolio, and Facebook presents the best buy of the FAANG from our perspective. Till next time!</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>Facebook: Simply Unstoppable</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\">\nFacebook: Simply Unstoppable\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 16:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437000-facebook-simply-unstoppable><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe #StopHateforProfit Campaign, antitrust allegations, Apple IDFA issue, and a host of other historical issues have not stopped the social media giant and will not stop it.\nDespite an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437000-facebook-simply-unstoppable\">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://seekingalpha.com/article/4437000-facebook-simply-unstoppable","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100563900","content_text":"Summary\n\nThe #StopHateforProfit Campaign, antitrust allegations, Apple IDFA issue, and a host of other historical issues have not stopped the social media giant and will not stop it.\nDespite an impressive rally delivering 65% since the start of CY20 and 26% YTD, Facebook remains undervalued relative to its peers and the FAANG stocks with the best forward estimates.\nThe strong moat originating from their sheer user base, and sizeable TAMs in E-commerce, VR/AR, digital assets (DIEM), cumulatively make for a compelling growth story.\nAlthough the company is highly controversial and rightfully so, this article focuses more on the quantitative analysis and less on the morals and ethics behind this investment. That, we shall leave to you.\n\nnemke/E+ via Getty Images\nInvestment Thesis\nFacebook (FB) has had a volatile trading period the past few years with a general uptrend, delivering shareholders nice returns whilst subjecting them to a few major dips which presented investors an opportunity for a steal. Despite the controversy and headline risks every now and then, the company has been able to battle through them and emerge ever so stronger. The company’s financials have been holding up and shows no sign of stoppage anytime soon. In a time as such, with significant uncertainty in the macro environment and inflation fears creeping up, we believe that shifting some of your assets to high cashflow generating companies is a wise strategy that will pay off. Growth and value are 2 different things, and there still exists growth companies that are undervalued and can still generate substantial cashflow, and we believe Facebook is one of them. The company also remains to be one of the more attractive blue-chip stocks compared to the others in the FAANG. We employ a 3–5-year outlook and have been bullish since USD$200/share. Let’s Begin!\nWhat is Facebook\nKnown to all, Facebook is a social media giant with a family of products including the likes of Facebook, Instagram,WhatsApp, Messenger, and now Oculus. The firm essentially has a stronghold in the social media industry and has an impressive DAP of2.72 BN as of Q1’21and MAP of 3.45 BN.\n(Source:FB Q1’21 Presentation)\nThe world has7.874 BNpeople as of the time of this writing and that would mean that 43.8% of all the people in the world use some form of product from Facebook’s portfolio in the past 30 days. On a daily basis, 34.5% of the people in the world use it. If that isn’t a sticky service, nothing really is. If we were to focus on the usage of the Facebook app solely, 23.8% of the world logs into the app daily based on DAUs.\nThe firm was founded in 2004 and generates the majority of their revenue from advertisements. If you have watched the social dilemma on Netflix, you would realize that Facebook’s real customer isn’t everyday users. Instead, users are the product, and they are being sold to advertisers. The company has created such an engaging and sticky service that users are more than happy to be using their apps, despite knowing that their data is being sold from one company to another. As appalling as it is, they’re indifferent to it all and still find the value in using the company’s products on a daily basis – keeping in touch with distant relatives, chatting with friends, staying up to date with the latest fashion trends and news… (According to the Pew Research Center, more than a 1/3 of US adults say they get their news regularly from Facebook)\n(Source:Pew Research Center)\nTo Facebook, this is equally as good as the more users, the wider the ‘product’ base that they have to offer their customers - advertisers. Advertisers are also indifferent to how Facebook attains its data, so long as Facebook’s targeting metrics and trackers are working well, the more likely it is that they are able to generate conversions. The more conversions, the more sales for them, the more ads they continue to pay for, the more revenue Facebook generates. Win-Win-Win, their apps are the bait, and the product (users), customers (advertisers), and supplier (Facebook), all walk away winners. It’s a remarkable business model that has stood the test of time and no matter the amount of controversy around the business, founders, and its practices, it isn’t going anywhere anytime soon and for one simple reason: Users likely can’t do without Facebook’s products whether they are willing to admit it or not.\nWhen we look back in the past to reflect on how the #StopHateForProfit Campaign turned out for the company, it is apparent that the impact it had on the top and bottom line were both minimal. The boycott was one that arose due to Facebook’s bad hate speech regulations and policing, and because of the laissez-faire attitude toward posts from then President, Donald Trump. More than 1000 companies publicly committed to boycotting the social media giant in June/July (coinciding with end Q2 and start Q3) and many of the top 100 advertisers based on ad spend such as Nike, Adidas, Puma, Coca-Cola, all revised their budgets downwards.\nDespite this, Facebook beat on Q2 earnings and saw an increase of 10.7% YOY. In its forward guidance, the company also announced that for July, they were anticipating a slowdown in YoY growth of 17% but was still due to see a 10% increase. They alsoanticipatedthe slowdown in growth to last through till October. However, the company did not attribute this slowdown to the boycott specifically but to 3 other major headwinds. With the benefit of hindsight, we can now see that even for Q3’20, the firm saw an impressive 21.6% rise in its top line, with the bottom line still registering a 12.2% improvement in NPM for Q2’20 YoY and a 200 bps NPM improvement in Q3.\nThe results are clear and indicative of a few things. The boycott by the largest companies did little to Facebook’s financial story as they still managed to register growth and did not see significant pullbacks that were material. This can be tied to the fact that most of Facebook’s advertisers are SMBs. Although certain few SMBs did join the boycott, most didn’t, and the firm still had their impressive 9 million + customer base to rely on. If anything, this also suggests that despite what any SMB stands for and whether they agree with a social cause or not, it is hard for them to find alternatives that they can shift to on a similar pricing scale. Big brands can easily pivot to other advertisements such as TV and radio commercials but SMBs simply can’t because of smaller budgets. Lastly, it is now clear that the campaign affected Facebook’s reputation more so than it did its cashflow.\nRisks\nOther risks that the company may face would be future antitrust lawsuits. As it is, the company is already facing allegations of being a monopoly based on their aggressive acquisitive history having acquired more than90 other companiessince inception. They were alsofined US$5 BNby the FTC in 2019 and were required to adopt their policies and employ new protections for the users and their data that has been shared.\n(Source: TIKR.com)\nThough representative of a historic penalty and the largest ever imposed on a company for violating user’s privacy rights, the US$5BN was a drop in the bucket for the giant that went on to generate US$70+ BN dollars for the year.\nThe current issues that they have with Apple’s new iOS changes and the IDFA implications are also likely not going to have a substantial impact on the firm. The Identifier for Advertisers [IDFA] is a random device identifier assigned by Apple to a user's device. Advertisers use this to track data so they can deliver customized advertising on mobile. With the new iOS changes, Apple essentially programmed it such that each app that wants to use these identifiers will have to ask users to opt in for tracking when the app is first launched. If users opt out, the app can’t track certain data and Facebook will have a smaller database of points to rely upon. As consumer preferences change, so will Facebook’s targeting that relies on IDFAs get worse and less effective due to outdated data points.\nAccording to aCNBC article:\n\n Most critically at stake for Facebook is what’s known as view-through conversions. This metric is used by ad-tech companies to measure how many users saw an ad, did not immediately click on it, but later made a purchase related to that ad.”\n\nWhen the conversion is made later on, the data IDFA for that particular user is then shared by the retailer to Facebook which is then used by the company to see if it matches the IDFA of the user who saw the ad. If they pair, it indicates that the ad was useful in generating a conversion. This data performance is then relayed to advertisers so that they can tweak their ad strategies accordingly. Withas much as 96% of usersanticipated to opt out of tracking on all apps, this would mean that mobile ads on 3rdparty apps may no longer be as useful if Facebook cannot really judge its effectiveness anymore. The more ineffective the ads become, the less conversions for retailers, and the more they pivot to other advertising platforms, which will impact the revenues for the firm.\nHowever, Facebook has disclosed that this will particularly only affect one form of advertisement which relies heavily on the IDFA, known as Audience Networks. Fortunately, the audience network segment only represents less than 10% of the firm’s total revenues. With the impact estimating to cost a drop in50% of all ads deliveredand hence sales from this segment, this would atbest represent a 5% drop in their total revenues. With that said, we do not anticipate that this will be present significant impact moving forward and the firm can easily recoup the 5% loss at worse by focusing on increasing ARPUs and user engagement to save their core business.\nThough Facebook started by disclosing that they anticipated the impact on their revenues to be large at first, this no longer seems to be the case. If anything, history has shown us that Mark is not one to back down and if he doesn’t get his way, he damn well will find another way to minimise loss and increase revenue generation in other segments to make up for it. If you aren’t too involved in the technicalities, we think it’s safe to bet on the jockey in this case. Besides, AR / VR growth,WhatsApp monetization, Reels monetization, further user growth in less developed countries away from the legacy North America and Europe region can very well pick up the lost (US$5BN) in sales.\nMoat\nAs mentioned above, the DAUs and MAUs for Facebook are very impressive with a large portion of the world using at least 1 of their products. The moat for the business relies on the wide user base that Facebook has meticulously built over the course of 17 years. With any new product that they have, the firm can easily roll it out to their database of users and expect demand to pick up in a matter of weeks, maybe even days. That is the power of the network of Facebook that really can’t be valued.\n(Source: FB Q1’21 Presentation)\nDespite the controversy, endless allegations, and negative headlines one after the other, the numbers don’t lie. DAUs have been increasing every single quarter, with the fastest growth observed in Asia-Pacific and the rest of the world. US & Canada growth has slowed as it nears saturation levels, and this is perfectly normal and to be expected. The way we anticipate Facebook to grow their core cash cow business moving forward is clean. 1) Focus on growing ARPUs in their saturated legacy areas (US & Canada and Europe) as well as 2) Increase User Growth by Geography in their growth areas (Asia-Pacific and the Rest of the World). Unsurprisingly, Facebook has been focused on doing just that.\n(Source: FB Q1’21 Presentation)\nWhen we look to the infamous metric for judging social media companies and their performance – ARPUs, we can see that in the legacy areas, ARPUs have been increasing at a faster pace than compared to growth areas. This falls in line with point number 1 as mentioned above. The legacy areas have already reached saturation levels and user growth is unable to grow at astounding rates anymore. However, since this represent areas that are more developed and generally have higher disposable incomes on the average, focusing on increasing ARPUs and monetizing advertisers is the right strategy and a very feasible one. Though the growth areas are also seeing ARPUs grow YoY as they should, they are not at the same pace as in the US & Canada and Europe. When we look to revenue generated by geography below, this confirms the thesis that revenue is growing faster than user base in those areas, and since ARPU equal to (Total Revenue from that Geography / Number of Users in that area), so long revenue is growing at a faster pace than the user base, they should increase meaningfully.\n(Source: FB Q1’21 Presentation)\nWhen we look to the slide below, it is also apparent that user numbers are growing much faster in Asia-Pacific and the rest of the world, away from the legacy areas. Across 2 years, MAUs which is the broadest business performance metric employed by Facebook, grew 22.4% and 25.4% in the growth areas while they only grew a mere 6.6% in US & Canada and 10.2% in Europe.\n(Source: FB Q1’21 Presentation)\nIf Facebook can continue to grow their user engagement numbers in the growth areas whilst maximizing ARPUs in legacy areas, the company can easily ensure that the core advertising model will remain the cash cow of the business, funding growth for their other product developments.\nGrowth Tactics\nWhen we look to potential growth Facebook has, the company isn’t short of any. Facebook has moved to monetizeWhatsApp, where they plan to generate fees from payments made within the app itself as well as through in-app status advertisements. The company is essentially trying to integrate the growth and TAM of the E-commerce market more seamlessly into their family of products including the likes ofWhatsApp. ThroughFacebook Pay, users can now engage in peer-to-peer payments withinWhatsApp itself at no cost. However, when businesses receive a fee from customers through the app itself, they will then have to pay a small ‘processing fee’ to Facebook and this is where it profits. This is the same method that is being employed by Shopify and all the other payment processing channels just that it is now being done locally inWhatsApp itself.WhatsApp payments has launched in Brazil, the 2nd largest market by users and the fee stands at 3.99%.\n(Source:Facebook Newsroom)\nThe firm has also been trying to grow their presence in the E-commerce market and reduce the friction customers experience when clicking through ads on its platforms. Both Instagram checkout and Facebook shops are aimed at doing just that. Their shops solutions are also expanding toWhatsApp, and the marketplace as observed above. The company sees a major shift to online shopping even after the grand reopening of the economies. As part of its effort over the years, they now have 1.2M active shops across their platforms and more than 300M monthly shop visitors. Thelatest releasestates that:\n\n Soon, we’ll give businesses in select countries the option to showcase their Shop inWhatsApp. In the US, we’ll enable them to bring Shops products into Marketplace, helping them reach the more than 1 billion people globally who visit each month.\n\n(Source:Facebook Newsroom)\nWhat’s even more fascinating is the fact that Facebook now plans to integrate new technologies such as AR Dynamic Ads to power the future of shopping. New visual discovery tools on their platforms like Instagram will help customers find new products that they resonate with faster than ever before and help them to visualize their products with AR experiences that they have been working on for a long time now.\nTheir continued expansion in the AR/VR market along with the rollout of DIEM, their native digital currency functioning as a stablecoin that was once under the “Libra Project” also presents good growth opportunity in the near future. Facebook is also looking to introducepodcasts and live audio streamsas part of the beginning of their audio journey. In short, Facebook still has a lot of room to grow moving forward apart from looking to squeeze out more cash from their legacy advertising business model. However, as always, product development is one thing, but the financials do need to shape up as well and with Facebook it does.\nFinancials\nOf the FAANG stock group, Facebook enjoys one of the highest margins. The company saw 80.55% in GM in Q1’21 and even in the past, it has enjoyed such high margins, trading between 80.5% to as high as 86.6% in FY17. The chart below also clearly indicates that the remarkable margins trickle down to the bottom line and aren’t wiped out due to operating expenses, registering a NPM of 35.7%.\nData by YCharts\nFB also routinely spends a large portion of their revenues on R&D, reinvesting into the business YoY to further improve their products and innovate on new ones. In 2020 the R&D expense represented 21.5% of total sales.\n(Source: TIKR.com)\nA large chunk of the firms’ revenues is also retained on the balance sheet which is then used over the years to funnel money to continue their acquisitive culture. Despite this, the strong cashflow that the firm enjoys allows it to stay at the top of their industry in terms of innovation whilst ensuring that their treasure trove of cash is growing should there be a need to deploy it. When we look to liquid cash that the firm holds (Cash & Equivalents, and STI), Facebook has grown it at a tremendous CAGR of 26.2%. Net Debt has also just been becoming less of a concern over the years. To date, even after the pandemic, Facebook has no debt.\n(Source: TIKR.com)\nGiven the data above, it is evident that the firm has one of the most pristine balance sheets in the industry and in the whole stock market. The US$62 BN that they hold as cash presents itself as a massive buffer to cushion the impact of whatever comes their way, be it another acquisitive opportunity, or yet another fine. Either way, the company can weather any financial storm and near balance sheet issues aren’t a problem. Shareholders aren’t too pleased with the cash pile just sitting there and would instead rather the firm start paying a dividend or pick up the pace in share buybacks to maximize investor returns. Facebook has never paid a dividend in its entirety and although they may consider that moving forward, we anticipate that it is not a move that they will commit to. In any case, we ourselves hope that they commit to more share buybacks instead of moving to issue a dividend.\n(Source:Q1 10-K Filing SEC)\nIn their 10-K filing, the company expanded their SRP program to include an additional US$25 BN which will be added atop the US$8.6 BN remaining from a 2017 authorization. That amounts to a current authorized SRP valued at around US$33.6 BN and we anticipate that this may further increase substantially moving forward. Despite outstanding shares reducing overtime, a large part is offset by additional equity issued as part of SBC to employees. It is disappointing that the firm isn’t making more of a definitive move to put that cash pile to use but this is nonetheless not a major red flag.\nValuations\nBeing a blue-chip company with strong FCF, we would normally value the social media giant with a DCF model. Today, however, we will be looking at EV/Sales and P/E Ratios to try and justify its future valuation, looking 3 years out as always to end 2023.\n(Source:Seeking Alpha)\nLooking 3 years out to end 23, Facebook is projected to grow revenues at an average of 23.4%, with growth in the 30s for this fiscal year. That would mean that Facebook is anticipated to grow revenues to US$160.8 BN by end 2023, up 87% from what they delivered in FY20 in 3 years.\n(Source: TIKR.com)\nSince 2018, the firm has traded at an average EV/Sales of 8.85, and last exchanged hands at a multiple of 9.76. Although the firm is trading at a multiple above its mean and higher than any of the other stocks as part of the FAANG group, Facebook does have higher estimates than all the other companies in the near future as observed below. The data does not reflect estimates for 2023.\n(Source: TIKR.com)\nMoreover, when we look further into the past all the way back to 2013, the company has historically traded at an average of 12.82 and even registered a high close to 22 in 2014. However, since we want to be conservative, but believe that the market has yet to really price Facebook for what it’s worth given all the headline risks in the media that have induced immediate selloffs without any fundamental reason, we will employ a multiple of 9.\n(Source: TIKR.com)\nAt an EV/Sales multiple of 9, that would put Facebook at a US$1.447 TRN dollar valuation by the end of 2023 and a share price of US$539, an upside of 58%.\n(Source:Seeking Alpha)\nWhen we look to revenue surprise and analyst estimate beat / miss trends, Facebook has quite the historical track record of surpassing estimates, having done so 10/12 times in the past 3 years. The average upside surprise stands at 3.59%. Assuming Facebook will continue to deliver the same upside surprise moving forward, a 3.59% beat to the top line estimate of 2023 would warrant revenues of US$166.57 BN. At the same EV/Sales ratio of 9, that would render a higher valuation of US$558.77 USD. Given that Facebook is very close to crossing the US$1 TRN dollar valuation mark, we anticipate this to be a very realistic price target.\nNow shifting on to another valuation method by P/E multiples, the valuation also paints a similar picture.\n(Source:Seeking Alpha)\nTurning to earnings estimates, the company is also projected to do high-teens digit growth for 2022 and 2023 and a close to 30% growth in the bottom line for this fiscal year.\nData by YCharts\nDespite trading at the highest EV / Sales ratio of the FAANG stocks, Facebook is trading at the lowest TTM normalized PE Ratio amongst its peers, with the inclusion of Microsoft (FANGMA). This is likely due to the market failing to internalize and appreciate the company’s high NPM and profitability. Currently trading at a P/E ratio of 29.14, this is also below its historical means of as high as 60+ in 2016.\nData by YCharts\nHowever, given that earnings have improved dramatically since and likely won’t be revisiting those levels as seen from the forward estimates, we will stick with what we believe to be a fair multiple for the stickiest company in the world, 30. At a P/E ratio of 30, that would put the end 2023 share price somewhere near levels of US$531.\n(Source:Seeking Alpha)\nHowever, because of a surprisingly good earnings-beat track record once again, this has to be factored in moving forward. Of the last 3 years, Facebook has beat earnings 11/12 times. The average beat comes in at 15.72%. If we were to stick to a similar but more conservative beat of say 7%, that would put 2023 normalized earnings at 18.93. The exact same P/E ratio would now warrant a realistic share price of US$567.8, an upside of 66.3%.\nWith all 4 estimates using different methods and assumptions with different levels of conservatism employed delivering a potential share price anywhere between US$531 and US$568, it would be fair to conclude that this is a realistic price target for the cashflow king 3 years out into the future. At the low end of estimates of US$531, this is still indicative of a 55% upside.\nInvestor Takeaways\nTo conclude, we believe Facebook has a very strong future ahead and the projected numbers for both the Topline and Bottom line are indicative of potential upside. We place significant emphasis on forward estimates as markets are future discounting mechanisms that react accordingly. The company enjoys unbelievably high margins, has a pristine balance sheet with absolutely no debt, and is anticipated to keep raking in high revenues with strong cashflow numbers.\nWith so many growth opportunities such as the monetization ofWhatsApp, AR/VR, shops, marketplace growth, DIEM, and the continued growth in its legacy advertisement business both in terms of MAP and ARPUs, Facebook is here to stay and is nowhere near exhausting its full potential. The sizeable TAMs in each of the different business segments combined with other opportunities such as Facebook Reels which we did not cover, and the fact that it has yet to have been monetized, all point to a bright future.\nThat being said, it is a given that the company will face many other bumps along moving forward. Facebook will continue to be subjected to what we call ‘headline risks’ whereby the stock will be overly sold off to the downside based upon nothing fundamental but one-sided exaggerated narratives. This we believe presents the best time to pick up shares and accumulate for the long run. Facebook has been perceived to have engaged in a lot of dubious unethical behaviour surrounding user data but like we said, that is separate from the investment opportunity the company presents and we will leave that to you to decide. Granted that there are many reasons surrounding the company's beat-down reputation, the return on invested capital is a different story and the main one to be focused on when considering if a company is a good investment or not.\nEnd day, when it comes to blue-chip stocks that have a firm hold in the industry, good sticky products, and solid financials, it is hard for the stock not to trend up overtime so long as estimates paint a bright picture and most importantly, the markets continue to value them in the same rational way. This has not always been the case and can be easily seen from Microsoft’s outperformance hiatus when the Dot Com bubble crashed, and the stock took 17 years to put in a new high. Still, we believe blue chip stocks are a good bet as of now and should be a part of everyone’s portfolio, and Facebook presents the best buy of the FAANG from our perspective. Till next time!","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150923524,"gmtCreate":1624883606268,"gmtModify":1631890532878,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"[Strong]&nbsp;[USD]&nbsp;[Love]&nbsp;","listText":"[Strong]&nbsp;[USD]&nbsp;[Love]&nbsp;","text":"[Strong] [USD] [Love]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150923524","repostId":"1103992527","repostType":4,"repost":{"id":"1103992527","pubTimestamp":1624873176,"share":"https://www.laohu8.com/m/news/1103992527?lang=&edition=full","pubTime":"2021-06-28 17:39","market":"us","language":"en","title":"7 Growth Stocks to Buy and Hold for a Golden Retirement","url":"https://stock-news.laohu8.com/highlight/detail?id=1103992527","media":"InvestorPlace","summary":"These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growi","content":"<p>These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growing return on investment</p>\n<p>The last thing any retiree would want to do is to sit around and fret about their portfolio. After all, they’ve worked hard to try to enjoy life as a senior and to not worry about their financial position. The best way to solve this problem is a well-rounded portfolio with the right balance of dividend, growth and value stocks. This article specifically focuses on the growth stocks to buy and how they can super-charge your retirement portfolio.</p>\n<p>Growth stocks typically belong to those companies that are growing at an above-average rate in their respective industries. Moreover, these companies are poised to expand over a long-term horizon thanks to their ability to innovate and reinvent themselves. Growth investors look at forward profitability and cash flow metrics when picking out the best growth stocks to buy.</p>\n<p>With that being said, this list below covers seven of the most promising growth stocks to buy, which will deliver returns across several markets.</p>\n<ul>\n <li><b>Cloudflare</b>(NYSE:<b>NET</b>)</li>\n <li><b>Shopify</b>(NYSE:<b>SHOP</b>)</li>\n <li><b>Square</b>(NYSE:<b>SQ</b>)</li>\n <li><b>Snap</b>(NYSE:<b>SNAP</b>)</li>\n <li><b>Alibaba Group</b>(NYSE:<b>BABA</b>)</li>\n <li><b>Etsy</b>(NASDAQ:<b>ETSY</b>)</li>\n <li><b>Roku</b>(NASDAQ:<b>ROKU</b>)</li>\n</ul>\n<p><b>Cloudflare (NET)</b></p>\n<p>Cloudflare has arguably one of the most active companies in the past year, launching more than 550 new products. The cloud platform has been growing rapidly and has expanded its total addressable market to over $70 billion. Additionally, it plans to spread into other profitable areas apart from its traditional content delivery services. Moreover, NET stock’s 12-month returns are at a staggering 180%.</p>\n<p>Earnings in the past year have been nothing short of amazing, with double-digit growth in revenues for the past three quarters. Year-over-year revenue growth is at a healthy 51%, with forward estimates at 42%. &nbsp;As it looks to expand its product suite into large TAM areas such as cybersecurity and MPLS/SD-WAN, it will continue to post strong sales numbers for the foreseeable future.</p>\n<p><b>Shopify (SHOP)</b></p>\n<p>Shopify is a leading merchant platform that has consistently delivered for its long-term investors. With businesses having to close down during the pandemic, Shopify became a beacon of hope for small merchants starting their online businesses. As a result, its year-over-year revenue growth is dumbfounding 99.6%, which dwarfs its competition. Hence, with a wide moat and the ability to constantly evolve more than justifies SHOP stocks lofty valuation.</p>\n<p>2020 was another stellar year for the company, but it looks like it still has multiple chapters to write in its growth story.&nbsp;Its fulfillment center strategy&nbsp;is one of them, giving&nbsp;<b>Amazon</b>(NASDAQ:<b>AMZN</b>) a run for its money. Moreover, its Payments division and international markets are two major catalysts for future growth. The company expects to grow its revenues by $5 billion by 2023 and take a larger bite out of the e-commerce market.</p>\n<p><b>Square (SQ)</b></p>\n<p>Square has turned into a new-age financial services juggernaut. It has posted stellar growth rates, delivering monster quarterly results and outperforming its already high expectations. It continues to expand its distinct ecosystems, which includes its and Seller and Cash App. Both ecosystems exhibit a $160 billion addressable market opportunity collectively. Moreover, SQ stock has generated over 130% returns in the past 12-months.</p>\n<p>The Cash App platform has been a key driver of the company’s growth. Its monthly active users have grown by 50% to&nbsp;over 36 million in 2020.&nbsp; Through its&nbsp;<b>Bitcoin</b>(CCC:<b>BTC-USD</b>)&nbsp; functionalities and the impact of the Cash Card, it creates several monetization opportunities. Additionally, the re-opening of the U.S. and the worldwide economy will propel the stock further as more small and medium-sized enterprises regain their footing.</p>\n<p><b>Snap (SNAP)</b></p>\n<p>Social media giant Snap was in a tough spot a couple of years ago, as its user base stagnated considerably. However, it is now back in the game with improvements in monetization, augmented reality and unique content. Analysts point towards multiple years of double-digit revenue growth ahead, and its high long-term margin structure makes SNAP stock a highly attractive investment.</p>\n<p>Daily Active Users (DAUs) for the company increased on a year-over-year basisin each of the four quarters last year. The trend continued in the first quarter, where its DAUs grew by a healthy 22%.&nbsp; Moreover, revenues in the quarter were up 66%&nbsp;year-over-year to $170 million. It has multiple monetization avenues left to explore, including Maps, Spotlight, Stories and others.&nbsp; Hence, with forward revenue estimates of roughly 50%, the company is in pole position to deliver strong returns for the foreseeable future.</p>\n<p><b>Alibaba Group (BABA)</b></p>\n<p>Chinese e-commerce giant Alibaba has been one of the fastest-growing companies in the past several years. In the past seven years, its business has grown at a spectacular 23.8% CAGR and is still growing at an impressive pace. Year-over-year revenue growth has been at a remarkable 41%, with forward estimates over 35%. Analysts believe that BABA stock could generate over 300% returns in the next five years.</p>\n<p>Alibaba has gone a great job of diversifying its income streams from its traditional retail business. Some of these include cloud computing, entertainment, digital media and others. Cloud computing, in particular, is an area where Alibaba will look to invest heavily in the coming years. The high-margin business will help narrow down its losses and open up new opportunities in adjacent areas.</p>\n<p><b>Etsy (ETSY)</b></p>\n<p>Etsy is an online niche marketplace with a wide and sustainable moat. It has witnessed massive growth during the pandemic, as its revenues increased by triple-digit percentages in the past four quarters. Its gross merchandise value (GMV) and revenues increased by roughly 106% and 111%, respectively, in 2020. Moreover, its EBITDA growth on a year-over-year basis is at a stunning 391%. No wonder ETSY stock has surged over 78% in the past 12 months.</p>\n<p>With last year’s blow-out performance, investors are worried about whether the company can continue its progress. Etsy is expanding its business through some smart acquisitions. It recently acquired&nbsp;<b>Reverb</b>&nbsp;and&nbsp;<b>Depop</b>&nbsp;to expand its music and fashion recommerce expertise. These acquisitions will also facilitate the company’s global outreach.Etsy posted a 141% year-over-year growth&nbsp;in its first quarter, which suggests that it isn’t slowing down anytime soon.</p>\n<p><b>Roku (ROKU)</b></p>\n<p>Streaming giant Roku has been on a roll in the past year, with its revenues and subscribers fueled by the pandemic. It gained an unbelievable 16.7 million new users during the pandemic and now&nbsp;has 53.6 million users. It is likely to achieve a record 65 million users by the conclusion of this year. With strong user monetization and active user growth, ROKU stock could potentially surge to new heights.</p>\n<p>Looking ahead, the company has multiple growth drivers which could push its stock price higher in the future. Its CTV ad segment, in particular, could pay a lot of dividends with the gradual shift from linear to CTV. Moreover, it continues to invest heavily in its content library, with its recent launch of&nbsp;<b>Roku Originals</b>&nbsp;and its acquisition of&nbsp;<b>Saban Films</b>. Hence, it has an incredible growth runway ahead and should continue posting strong top and bottom-line numbers.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Growth Stocks to Buy and Hold for a Golden Retirement</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Growth Stocks to Buy and Hold for a Golden Retirement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 17:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/7-great-growth-stocks-to-buy-and-hold-for-a-golden-retirement/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growing return on investment\nThe last thing any retiree would want to do is to sit around and fret about ...</p>\n\n<a href=\"https://investorplace.com/2021/06/7-great-growth-stocks-to-buy-and-hold-for-a-golden-retirement/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNAP":"Snap Inc","SHOP":"Shopify Inc","ROKU":"Roku Inc","NET":"Cloudflare, Inc.","BABA":"阿里巴巴","ETSY":"Etsy, Inc.","SQ":"Block"},"source_url":"https://investorplace.com/2021/06/7-great-growth-stocks-to-buy-and-hold-for-a-golden-retirement/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103992527","content_text":"These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growing return on investment\nThe last thing any retiree would want to do is to sit around and fret about their portfolio. After all, they’ve worked hard to try to enjoy life as a senior and to not worry about their financial position. The best way to solve this problem is a well-rounded portfolio with the right balance of dividend, growth and value stocks. This article specifically focuses on the growth stocks to buy and how they can super-charge your retirement portfolio.\nGrowth stocks typically belong to those companies that are growing at an above-average rate in their respective industries. Moreover, these companies are poised to expand over a long-term horizon thanks to their ability to innovate and reinvent themselves. Growth investors look at forward profitability and cash flow metrics when picking out the best growth stocks to buy.\nWith that being said, this list below covers seven of the most promising growth stocks to buy, which will deliver returns across several markets.\n\nCloudflare(NYSE:NET)\nShopify(NYSE:SHOP)\nSquare(NYSE:SQ)\nSnap(NYSE:SNAP)\nAlibaba Group(NYSE:BABA)\nEtsy(NASDAQ:ETSY)\nRoku(NASDAQ:ROKU)\n\nCloudflare (NET)\nCloudflare has arguably one of the most active companies in the past year, launching more than 550 new products. The cloud platform has been growing rapidly and has expanded its total addressable market to over $70 billion. Additionally, it plans to spread into other profitable areas apart from its traditional content delivery services. Moreover, NET stock’s 12-month returns are at a staggering 180%.\nEarnings in the past year have been nothing short of amazing, with double-digit growth in revenues for the past three quarters. Year-over-year revenue growth is at a healthy 51%, with forward estimates at 42%.  As it looks to expand its product suite into large TAM areas such as cybersecurity and MPLS/SD-WAN, it will continue to post strong sales numbers for the foreseeable future.\nShopify (SHOP)\nShopify is a leading merchant platform that has consistently delivered for its long-term investors. With businesses having to close down during the pandemic, Shopify became a beacon of hope for small merchants starting their online businesses. As a result, its year-over-year revenue growth is dumbfounding 99.6%, which dwarfs its competition. Hence, with a wide moat and the ability to constantly evolve more than justifies SHOP stocks lofty valuation.\n2020 was another stellar year for the company, but it looks like it still has multiple chapters to write in its growth story. Its fulfillment center strategy is one of them, giving Amazon(NASDAQ:AMZN) a run for its money. Moreover, its Payments division and international markets are two major catalysts for future growth. The company expects to grow its revenues by $5 billion by 2023 and take a larger bite out of the e-commerce market.\nSquare (SQ)\nSquare has turned into a new-age financial services juggernaut. It has posted stellar growth rates, delivering monster quarterly results and outperforming its already high expectations. It continues to expand its distinct ecosystems, which includes its and Seller and Cash App. Both ecosystems exhibit a $160 billion addressable market opportunity collectively. Moreover, SQ stock has generated over 130% returns in the past 12-months.\nThe Cash App platform has been a key driver of the company’s growth. Its monthly active users have grown by 50% to over 36 million in 2020.  Through its Bitcoin(CCC:BTC-USD)  functionalities and the impact of the Cash Card, it creates several monetization opportunities. Additionally, the re-opening of the U.S. and the worldwide economy will propel the stock further as more small and medium-sized enterprises regain their footing.\nSnap (SNAP)\nSocial media giant Snap was in a tough spot a couple of years ago, as its user base stagnated considerably. However, it is now back in the game with improvements in monetization, augmented reality and unique content. Analysts point towards multiple years of double-digit revenue growth ahead, and its high long-term margin structure makes SNAP stock a highly attractive investment.\nDaily Active Users (DAUs) for the company increased on a year-over-year basisin each of the four quarters last year. The trend continued in the first quarter, where its DAUs grew by a healthy 22%.  Moreover, revenues in the quarter were up 66% year-over-year to $170 million. It has multiple monetization avenues left to explore, including Maps, Spotlight, Stories and others.  Hence, with forward revenue estimates of roughly 50%, the company is in pole position to deliver strong returns for the foreseeable future.\nAlibaba Group (BABA)\nChinese e-commerce giant Alibaba has been one of the fastest-growing companies in the past several years. In the past seven years, its business has grown at a spectacular 23.8% CAGR and is still growing at an impressive pace. Year-over-year revenue growth has been at a remarkable 41%, with forward estimates over 35%. Analysts believe that BABA stock could generate over 300% returns in the next five years.\nAlibaba has gone a great job of diversifying its income streams from its traditional retail business. Some of these include cloud computing, entertainment, digital media and others. Cloud computing, in particular, is an area where Alibaba will look to invest heavily in the coming years. The high-margin business will help narrow down its losses and open up new opportunities in adjacent areas.\nEtsy (ETSY)\nEtsy is an online niche marketplace with a wide and sustainable moat. It has witnessed massive growth during the pandemic, as its revenues increased by triple-digit percentages in the past four quarters. Its gross merchandise value (GMV) and revenues increased by roughly 106% and 111%, respectively, in 2020. Moreover, its EBITDA growth on a year-over-year basis is at a stunning 391%. No wonder ETSY stock has surged over 78% in the past 12 months.\nWith last year’s blow-out performance, investors are worried about whether the company can continue its progress. Etsy is expanding its business through some smart acquisitions. It recently acquired Reverb and Depop to expand its music and fashion recommerce expertise. These acquisitions will also facilitate the company’s global outreach.Etsy posted a 141% year-over-year growth in its first quarter, which suggests that it isn’t slowing down anytime soon.\nRoku (ROKU)\nStreaming giant Roku has been on a roll in the past year, with its revenues and subscribers fueled by the pandemic. It gained an unbelievable 16.7 million new users during the pandemic and now has 53.6 million users. It is likely to achieve a record 65 million users by the conclusion of this year. With strong user monetization and active user growth, ROKU stock could potentially surge to new heights.\nLooking ahead, the company has multiple growth drivers which could push its stock price higher in the future. Its CTV ad segment, in particular, could pay a lot of dividends with the gradual shift from linear to CTV. Moreover, it continues to invest heavily in its content library, with its recent launch of Roku Originals and its acquisition of Saban Films. Hence, it has an incredible growth runway ahead and should continue posting strong top and bottom-line numbers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120327682,"gmtCreate":1624304442946,"gmtModify":1631890532891,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120327682","repostId":"2145036422","repostType":2,"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120078349,"gmtCreate":1624290284481,"gmtModify":1631892801832,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"Wow 🤩&nbsp;","listText":"Wow 🤩&nbsp;","text":"Wow 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120078349","repostId":"1149447128","repostType":4,"repost":{"id":"1149447128","pubTimestamp":1624269214,"share":"https://www.laohu8.com/m/news/1149447128?lang=&edition=full","pubTime":"2021-06-21 17:53","market":"us","language":"en","title":"Cathie Wood Inspires Boom in New Funds That Upend ETF Order","url":"https://stock-news.laohu8.com/highlight/detail?id=1149447128","media":"Bloomberg","summary":"(Bloomberg) -- Not so long ago, actively managed ETFs were rare. Now they’re being created at twice ","content":"<p>(Bloomberg) -- Not so long ago, actively managed ETFs were rare. Now they’re being created at twice the rate of their passive rivals.</p>\n<p><img src=\"https://static.tigerbbs.com/75b983206c1659db2a1178ae685bc1dc\" tg-width=\"704\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p>\n<p>Inspired by the success of Cathie Wood’s ARK Innovation ETF (ticker ARKK), exchange-traded fund issuers have this year launched 115 active products versus just 51 passive funds, according to data compiled by Bloomberg.</p>\n<p>That’s the first time active launches have ever outstripped passive, and it’s powering the $6.5 trillion ETF market toward its busiest 12 months on record.</p>\n<p>It’s a comeback of sorts for stock pickers, and in an unlikely corner of Wall Street. Most active managers fail to beat their benchmarks net of fees -- a fact that has seen passive ETFs lure roughly $3 trillion over the past decade, while active funds gained only about $200 billion.</p>\n<p>But a combination of new rules and the enduring popularity of ETFs with investors means a slow but major shift is underway.</p>\n<p>“It’s almost impossible to start a small to medium hedge fund as a single manager,” said Nathan Miller, portfolio manager for New York-based Emles Advisors. “So we thought why go launch another hedge fund? Let’s launch an actively managed ETF.”</p>\n<p>The Emles Alpha Opportunities ETF (EOPS), which packages fast-money strategies in an exchange-traded wrapper, is one of the more recent active arrivals. It listed less than two weeks ago and already has about $66 million in assets.</p>\n<p>Major rule changes in late 2019 paved the way for funds like EOPS. It became easier to deploy stock-picking strategies in an ETF, and new structures evolved that would help keep exact investment strategies hidden.</p>\n<p>Active funds remain a small slice of the industry, and their assets make up just 3.4% of the overall ETF market. But that’s up from 2.7% a year ago. And in a sign the trend could continue, several large Wall Street firms who long held-out against ETFs are now embracing them.</p>\n<p><b>Thematic Boom</b></p>\n<p>Firms are also ramping up their thematic offerings, which invest according to compelling narratives like autonomous driving or sports betting.</p>\n<p>A record 22 thematic funds have launched since the start of the year, including Wood’s $619 million ARK Space Exploration ETF (ARKX) and BlackRock Inc.’s $1.4 billion U.S. Carbon Transition Readiness ETF (LCTU), which set a record in April with the industry’s biggest-ever launch.</p>\n<p>Roundhill Investments’ MVP ETF, which is focused on companies that own or support professional sports teams, Defiance’s Hotel Airline and Cruise ETF (CRUZ) and Bitwise Asset Management’s Crypto Industry Innovators ETF (BITQ) were among other thematic debuts.</p>\n<p><img src=\"https://static.tigerbbs.com/1ba7e61196a86a23b598ee23fa4d859a\" tg-width=\"705\" tg-height=\"398\" referrerpolicy=\"no-referrer\"></p>\n<p>For many, the aim is to tap the boom in retail investing that has seen individuals grow to comprise more than 20% of equity trading participation, according to Bloomberg Intelligence.</p>\n<p>“That’s really been a catalyst to help get some of these thematic ETFs off the ground quickly,” said Ben Slavin, head of ETFs for BNY Mellon Asset Servicing.</p>\n<p>Although not technically classified as a thematic fund, the retail-friendly VanEck Vectors Social Sentiment ETF (BUZZ) made waves earlier this year when it launched with an endorsement from Barstool Sports Inc. founder Dave Portnoy.</p>\n<p>The fund posted one of the best debuts in the industry’s history in March and currently has more than $243 million in assets.</p>\n<p><b>Hanging On</b></p>\n<p>As the new-arrival count surges, the number of exiting funds has plunged.</p>\n<p>So far this year, only 19 ETFs have liquidated or delisted, according to data compiled by Bloomberg. That compares with 104 in the first half of 2020, and 79 during the same period in 2019.</p>\n<p>Much of that endurance can be attributed to the bull market. Stocks have been repeatedly breaking records and cash has been flowing readily through the market. About 67% of U.S.-listed ETFs have taken in cash so far in 2021, according to Bloomberg Intelligence -- meaning issuers are less likely to pull the plug.</p>\n<p>“There’s generally increased optimism as we come out of the pandemic, and people are more excited and feeling more optimistic about their business development,” said Amrita Nandakumar, president of Vident Investment Advisory. “Fundraising is easier in a bull market.”</p>\n<p><img src=\"https://static.tigerbbs.com/64280781905ddf7c1ea631049965afd0\" tg-width=\"705\" tg-height=\"398\"></p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Inspires Boom in New Funds That Upend ETF Order</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 Inspires Boom in New Funds That Upend ETF Order\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 17:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/passive-investing-world-turned-upside-120000358.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Not so long ago, actively managed ETFs were rare. Now they’re being created at twice the rate of their passive rivals.\n\nInspired by the success of Cathie Wood’s ARK Innovation ETF (...</p>\n\n<a href=\"https://finance.yahoo.com/news/passive-investing-world-turned-upside-120000358.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/passive-investing-world-turned-upside-120000358.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149447128","content_text":"(Bloomberg) -- Not so long ago, actively managed ETFs were rare. Now they’re being created at twice the rate of their passive rivals.\n\nInspired by the success of Cathie Wood’s ARK Innovation ETF (ticker ARKK), exchange-traded fund issuers have this year launched 115 active products versus just 51 passive funds, according to data compiled by Bloomberg.\nThat’s the first time active launches have ever outstripped passive, and it’s powering the $6.5 trillion ETF market toward its busiest 12 months on record.\nIt’s a comeback of sorts for stock pickers, and in an unlikely corner of Wall Street. Most active managers fail to beat their benchmarks net of fees -- a fact that has seen passive ETFs lure roughly $3 trillion over the past decade, while active funds gained only about $200 billion.\nBut a combination of new rules and the enduring popularity of ETFs with investors means a slow but major shift is underway.\n“It’s almost impossible to start a small to medium hedge fund as a single manager,” said Nathan Miller, portfolio manager for New York-based Emles Advisors. “So we thought why go launch another hedge fund? Let’s launch an actively managed ETF.”\nThe Emles Alpha Opportunities ETF (EOPS), which packages fast-money strategies in an exchange-traded wrapper, is one of the more recent active arrivals. It listed less than two weeks ago and already has about $66 million in assets.\nMajor rule changes in late 2019 paved the way for funds like EOPS. It became easier to deploy stock-picking strategies in an ETF, and new structures evolved that would help keep exact investment strategies hidden.\nActive funds remain a small slice of the industry, and their assets make up just 3.4% of the overall ETF market. But that’s up from 2.7% a year ago. And in a sign the trend could continue, several large Wall Street firms who long held-out against ETFs are now embracing them.\nThematic Boom\nFirms are also ramping up their thematic offerings, which invest according to compelling narratives like autonomous driving or sports betting.\nA record 22 thematic funds have launched since the start of the year, including Wood’s $619 million ARK Space Exploration ETF (ARKX) and BlackRock Inc.’s $1.4 billion U.S. Carbon Transition Readiness ETF (LCTU), which set a record in April with the industry’s biggest-ever launch.\nRoundhill Investments’ MVP ETF, which is focused on companies that own or support professional sports teams, Defiance’s Hotel Airline and Cruise ETF (CRUZ) and Bitwise Asset Management’s Crypto Industry Innovators ETF (BITQ) were among other thematic debuts.\n\nFor many, the aim is to tap the boom in retail investing that has seen individuals grow to comprise more than 20% of equity trading participation, according to Bloomberg Intelligence.\n“That’s really been a catalyst to help get some of these thematic ETFs off the ground quickly,” said Ben Slavin, head of ETFs for BNY Mellon Asset Servicing.\nAlthough not technically classified as a thematic fund, the retail-friendly VanEck Vectors Social Sentiment ETF (BUZZ) made waves earlier this year when it launched with an endorsement from Barstool Sports Inc. founder Dave Portnoy.\nThe fund posted one of the best debuts in the industry’s history in March and currently has more than $243 million in assets.\nHanging On\nAs the new-arrival count surges, the number of exiting funds has plunged.\nSo far this year, only 19 ETFs have liquidated or delisted, according to data compiled by Bloomberg. That compares with 104 in the first half of 2020, and 79 during the same period in 2019.\nMuch of that endurance can be attributed to the bull market. Stocks have been repeatedly breaking records and cash has been flowing readily through the market. About 67% of U.S.-listed ETFs have taken in cash so far in 2021, according to Bloomberg Intelligence -- meaning issuers are less likely to pull the plug.\n“There’s generally increased optimism as we come out of the pandemic, and people are more excited and feeling more optimistic about their business development,” said Amrita Nandakumar, president of Vident Investment Advisory. “Fundraising is easier in a bull market.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166654195,"gmtCreate":1624007920817,"gmtModify":1631892801833,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"If you’re into gaming, this isn’t something foreign to you..&nbsp;Now it’s gonna be bigger bigger! 🙏🏻🤞🏻👀<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>","listText":"If you’re into gaming, this isn’t something foreign to you..&nbsp;Now it’s gonna be bigger bigger! 🙏🏻🤞🏻👀<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>","text":"If you’re into gaming, this isn’t something foreign to you.. Now it’s gonna be bigger bigger! 🙏🏻🤞🏻👀$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166654195","repostId":"2144742925","repostType":2,"repost":{"id":"2144742925","pubTimestamp":1623976535,"share":"https://www.laohu8.com/m/news/2144742925?lang=&edition=full","pubTime":"2021-06-18 08:35","market":"us","language":"en","title":"1 Growth Stock That Could Be Bigger Than Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2144742925","media":"Motley Fool","summary":"The next decade looks bright for this supercomputing company.","content":"<p>In 1999, <b>NVIDIA</b> (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into general-purpose processors. Together, these innovations transformed NVIDIA into a supercomputing company, powering its rise in the data center market.</p>\n<p>NVIDIA hasn't lost that innovative spark, and its pipeline is full of products that could be growth drivers over the coming decade. In fact, if the company executes on its massive market opportunity, I think NVIDIA could be bigger than <b>Apple</b> by 2031. Here are three reasons why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eaf8802c7ed003335f2860d2fb148e9\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Getty Images</span></p>\n<h2>1. The data center</h2>\n<p>Currently, NVIDIA controls over 90%&nbsp;of the data center accelerator market. Over the past 12 months, its data center business generated $7.6 billion in revenue, up 117%. But management sees a much larger market opportunity -- which could generate $100 billion by 2024.</p>\n<p>To that end, NVIDIA recently launched the DGX SuperPOD, a turnkey solution for enterprise artificial intelligence (AI). This cloud-native supercomputer simplifies AI, delivering in <a href=\"https://laohu8.com/S/AONE\">one</a> platform all of the resources (i.e., hardware and software) clients need to build and deploy AI applications.</p>\n<p>Likewise, the Bluefield-3 data processing unit (DPU) is a new chip designed to accelerate and secure data center infrastructure. Specifically, DPUs off-load services like networking, storage, and security, boosting the performance of central processing units (CPU).</p>\n<p>Finally, NVIDIA recently announced the Grace CPU. Set to launch in 2023, this ARM-based processor will accelerate AI workloads by a factor of 10. Moreover, alongside the DPU and GPU, it will make NVIDIA a three-chip company. CEO Jensen Huang believes this vertical integration will be a significant advantage, allowing NVIDIA to \"re-architect the data center to advance AI.\"</p>\n<h2><b>2. Autonomous vehicles</b></h2>\n<p>The NVIDIA DRIVE platform is designed to power autonomous vehicles (AVs). It combines in-car hardware with AI software, allowing vehicles to see, think, and move safely through their environments. In a recent report from advisory firm Navigant Research, NVIDIA DRIVE ranked as the No. 1 AV compute platform on the market.</p>\n<p>The brains behind this system is NVIDIA Orin, a supercomputer that delivers 254 TOPS of performance, meaning it can perform 254 trillion operations per second. By comparison, the latest chip from <b>Intel</b>'s&nbsp;<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a> -- the No. 2 player in Navigant's report -- delivers just 24 TOPS.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d24136b7828e9c57db066423f43bfd7\" tg-width=\"700\" tg-height=\"525\"><span>The NVIDIA Orin. Image source: NVIDIA.</span></p>\n<p>While NVIDIA Orin won't ship until 2022, automakers like <b>NIO</b> &nbsp;and <b>Volvo</b> have already selected NVIDIA DRIVE to power their autonomous fleets. As a result, NVIDIA is set to recognize $8 billion in automotive revenue over the next six years. But that small figure doesn't scratch the surface of its long-term potential.</p>\n<p>Management believes the AV platform market will reach $25 billion by 2025. Given its competitive edge, NVIDIA could capture the lion's share of that figure. And if that happens, automotive sales could become a third major revenue stream for NVIDIA, supplementing its gaming and data center businesses.</p>\n<h2><b>3. NVIDIA Omniverse</b></h2>\n<p>This summer, NVIDIA will launch Omniverse, a platform that allows clients to build 3D simulations in real time. It connects industry-leading design tools from partners like <b>Autodesk</b> and <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b>, enabling collaboration in a shared virtual space. This is a big deal for three reasons.</p>\n<p>First, Omniverse will accelerate AI. NVIDIA DRIVE Sim&nbsp;is an Omniverse-powered application that allows clients to generate synthetic driving data. That data can then be used in the real world to train AI models for autonomous vehicles.</p>\n<p>Second, Omniverse is a subscription product. That's noteworthy because semiconductor sales tend to be cyclical, which can cause lumpy revenue growth. But subscription sales are typically recurring in nature, meaning Omniverse could help NVIDIA grow its top line more consistently.</p>\n<p>Third, NVIDIA believes this is a stepping-stone to the Metaverse. If you're unfamiliar with the term, the idea comes from science fiction. The Metaverse refers to a persistent virtual world, a digital reality where people can interact and share experiences.</p>\n<p>Here's the big picture: The virtual reality market will hit $69 billion by 2028, according to Grand View Research. And so far, NVIDIA Omniverse is gaining traction rapidly. During the three-month beta testing period, it was downloaded by over 17,000 users.</p>\n<h2>A final word</h2>\n<p>To summarize, NVIDIA benefits from a solid competitive position and a massive market opportunity. Both advantages should be growth drivers over the coming decade. But will they be enough to eclipse Apple's current market cap of $2.1 trillion?</p>\n<p>No one knows the future, but I think it's possible. Since fiscal 2016 (ended Jan. 31, 2016), NVIDIA's revenue has grown at 29% per year. If it can maintain an annual growth rate of just 17% over the next decade (assuming its price-to-sales ratio remains unchanged), NVIDIA's market cap would reach $2.2 trillion in 2031.</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>1 Growth Stock That Could Be Bigger Than Apple</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\">\n1 Growth Stock That Could Be Bigger Than Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 1999, NVIDIA (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/\">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","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144742925","content_text":"In 1999, NVIDIA (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into general-purpose processors. Together, these innovations transformed NVIDIA into a supercomputing company, powering its rise in the data center market.\nNVIDIA hasn't lost that innovative spark, and its pipeline is full of products that could be growth drivers over the coming decade. In fact, if the company executes on its massive market opportunity, I think NVIDIA could be bigger than Apple by 2031. Here are three reasons why.\nImage source: Getty Images\n1. The data center\nCurrently, NVIDIA controls over 90% of the data center accelerator market. Over the past 12 months, its data center business generated $7.6 billion in revenue, up 117%. But management sees a much larger market opportunity -- which could generate $100 billion by 2024.\nTo that end, NVIDIA recently launched the DGX SuperPOD, a turnkey solution for enterprise artificial intelligence (AI). This cloud-native supercomputer simplifies AI, delivering in one platform all of the resources (i.e., hardware and software) clients need to build and deploy AI applications.\nLikewise, the Bluefield-3 data processing unit (DPU) is a new chip designed to accelerate and secure data center infrastructure. Specifically, DPUs off-load services like networking, storage, and security, boosting the performance of central processing units (CPU).\nFinally, NVIDIA recently announced the Grace CPU. Set to launch in 2023, this ARM-based processor will accelerate AI workloads by a factor of 10. Moreover, alongside the DPU and GPU, it will make NVIDIA a three-chip company. CEO Jensen Huang believes this vertical integration will be a significant advantage, allowing NVIDIA to \"re-architect the data center to advance AI.\"\n2. Autonomous vehicles\nThe NVIDIA DRIVE platform is designed to power autonomous vehicles (AVs). It combines in-car hardware with AI software, allowing vehicles to see, think, and move safely through their environments. In a recent report from advisory firm Navigant Research, NVIDIA DRIVE ranked as the No. 1 AV compute platform on the market.\nThe brains behind this system is NVIDIA Orin, a supercomputer that delivers 254 TOPS of performance, meaning it can perform 254 trillion operations per second. By comparison, the latest chip from Intel's Mobileye -- the No. 2 player in Navigant's report -- delivers just 24 TOPS.\nThe NVIDIA Orin. Image source: NVIDIA.\nWhile NVIDIA Orin won't ship until 2022, automakers like NIO  and Volvo have already selected NVIDIA DRIVE to power their autonomous fleets. As a result, NVIDIA is set to recognize $8 billion in automotive revenue over the next six years. But that small figure doesn't scratch the surface of its long-term potential.\nManagement believes the AV platform market will reach $25 billion by 2025. Given its competitive edge, NVIDIA could capture the lion's share of that figure. And if that happens, automotive sales could become a third major revenue stream for NVIDIA, supplementing its gaming and data center businesses.\n3. NVIDIA Omniverse\nThis summer, NVIDIA will launch Omniverse, a platform that allows clients to build 3D simulations in real time. It connects industry-leading design tools from partners like Autodesk and Adobe, enabling collaboration in a shared virtual space. This is a big deal for three reasons.\nFirst, Omniverse will accelerate AI. NVIDIA DRIVE Sim is an Omniverse-powered application that allows clients to generate synthetic driving data. That data can then be used in the real world to train AI models for autonomous vehicles.\nSecond, Omniverse is a subscription product. That's noteworthy because semiconductor sales tend to be cyclical, which can cause lumpy revenue growth. But subscription sales are typically recurring in nature, meaning Omniverse could help NVIDIA grow its top line more consistently.\nThird, NVIDIA believes this is a stepping-stone to the Metaverse. If you're unfamiliar with the term, the idea comes from science fiction. The Metaverse refers to a persistent virtual world, a digital reality where people can interact and share experiences.\nHere's the big picture: The virtual reality market will hit $69 billion by 2028, according to Grand View Research. And so far, NVIDIA Omniverse is gaining traction rapidly. During the three-month beta testing period, it was downloaded by over 17,000 users.\nA final word\nTo summarize, NVIDIA benefits from a solid competitive position and a massive market opportunity. Both advantages should be growth drivers over the coming decade. But will they be enough to eclipse Apple's current market cap of $2.1 trillion?\nNo one knows the future, but I think it's possible. Since fiscal 2016 (ended Jan. 31, 2016), NVIDIA's revenue has grown at 29% per year. If it can maintain an annual growth rate of just 17% over the next decade (assuming its price-to-sales ratio remains unchanged), NVIDIA's market cap would reach $2.2 trillion in 2031.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}