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2021-06-26

I still stuck with AAPL. Not just hardware iPhone /iPad sales. They are expanding their product segments stage by stage. MP3, Phone/Tablets/Notebook/Mac, iTunes, App Store ecosystem, News/Books, Movies, Health (Watch), etc.More areas to expand : Car/CarOS?, Finance? Crypto? Security? Safety (AitTag)?Unless US law force AAPL to breakup when they become too large, there is still much room to grow.

Is Apple A Better Buy Than Other FAANG Stocks?

2021-06-16

Pray

4 things to watch for when the Fed meets Wednesday

2021-06-25

Will it look sustain?

Crypto firms fight for top talent with hundreds of job openings

2021-06-25

Get both

Is Amazon Stock A Better Buy Than Apple Through 2025?

2021-06-25

Hopes it continues. Long term play for me

Nasdaq and S&P 500 end at record highs; Dow rallies

2021-06-25

Yes

Eli Lilly Stock Jumps, Biogen Drops on Alzheimer's Treatment Approval

2021-06-25

Sold too early:(

抱歉，原内容已删除

2021-06-18

Sound convincing and I agree.

1 Growth Stock That Could Be Bigger Than Apple

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Not just hardware&nbsp;iPhone /iPad sales. They are expanding their product segments&nbsp;stage by stage. MP3,&nbsp;Phone/Tablets/Notebook/Mac,&nbsp;iTunes, App Store ecosystem, News/Books, Movies,&nbsp;Health (Watch), etc.More areas to expand : Car/CarOS?, Finance? Crypto? Security? Safety (AitTag)?Unless US law&nbsp;force AAPL to breakup when they&nbsp;become too large, there is still much room to grow.&nbsp;","listText":"I still stuck with AAPL. Not just hardware&nbsp;iPhone /iPad sales. They are expanding their product segments&nbsp;stage by stage. MP3,&nbsp;Phone/Tablets/Notebook/Mac,&nbsp;iTunes, App Store ecosystem, News/Books, Movies,&nbsp;Health (Watch), etc.More areas to expand : Car/CarOS?, Finance? Crypto? Security? Safety (AitTag)?Unless US law&nbsp;force AAPL to breakup when they&nbsp;become too large, there is still much room to grow.&nbsp;","text":"I still stuck with AAPL. Not just hardware iPhone /iPad sales. They are expanding their product segments stage by stage. MP3, Phone/Tablets/Notebook/Mac, iTunes, App Store ecosystem, News/Books, Movies, Health (Watch), etc.More areas to expand : Car/CarOS?, Finance? Crypto? Security? Safety (AitTag)?Unless US law force AAPL to breakup when they become too large, there is still much room to grow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/124963745","repostId":"1108941456","repostType":4,"repost":{"id":"1108941456","pubTimestamp":1624664800,"share":"https://www.laohu8.com/m/news/1108941456?lang=&edition=full","pubTime":"2021-06-26 07:46","market":"us","language":"en","title":"Is Apple A Better Buy Than Other FAANG Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1108941456","media":"seekingalpha","summary":"Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.At 26-64x this year's expected net profi","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.</li>\n <li>Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.</li>\n <li>I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb49d385ec6d3044db2f4474cbb2c57\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>MagioreStock/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Going with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.</p>\n<p><b>Are FAANG Stocks A Good Investment?</b></p>\n<p>Looking back a couple of years, the answer is pretty clear that FAANG stocks at least<i>were</i>a good investment in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae2b8e2b9caf99f74c28bafc10a0a872\" tg-width=\"635\" tg-height=\"484\"><span>Data by YCharts</span></p>\n<p>With gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.</p>\n<p>These factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef865eea7af4369048432a9c85d1d83\" tg-width=\"635\" tg-height=\"540\"><span>Data by YCharts</span></p>\n<p>At 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from&nbsp;Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.</p>\n<p><b>What Investors Can Expect From Apple</b></p>\n<p>Apple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate&nbsp;in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.</p>\n<p><b>Apple Versus Facebook</b></p>\n<p>Both Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fd8043ca75dcb2c38f5ffa427c8c0b9\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>Facebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d49e0007aa77608b2992a9fef2142d\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>The fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b16c9b3e2eac182d42686bcd8a98fc5\" tg-width=\"635\" tg-height=\"515\"><span>Data by YCharts</span></p>\n<p>While Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.</p>\n<p>To sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.</p>\n<p><b>Apple Versus Alphabet</b></p>\n<p>When we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6360514d097081c546a0ccacfbdc7af6\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Alphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.</p>\n<p>Nevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhat<i>smaller</i>net cash position of $80 billion, although that still makes for a very strong balance sheet, of course.</p>\n<p>All in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.</p>\n<p><b>Apple Versus Netflix And Amazon</b></p>\n<p>Looking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.</p>\n<p>This huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccc2536fa3cadf06639a89e0b211b9a\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>AMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.</p>\n<p>Netflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d84f013051fbb00b6b488f5cfed66d4\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Netflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&amp;T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.</p>\n<p>Amazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.</p>\n<p><b>Which Is The Best FAANG Stock To Buy?</b></p>\n<p>Not every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.</p>\n<p>Alphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.</p>\n<p>Depending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!</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>Is Apple A Better Buy Than Other FAANG Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple A Better Buy Than Other FAANG Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 07:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108941456","content_text":"Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.\nI believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.\n\nMagioreStock/iStock Editorial via Getty Images\nArticle Thesis\nGoing with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.\nAre FAANG Stocks A Good Investment?\nLooking back a couple of years, the answer is pretty clear that FAANG stocks at leastwerea good investment in the recent past:\nData by YCharts\nWith gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.\nThese factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:\nData by YCharts\nAt 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.\nWhat Investors Can Expect From Apple\nApple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.\nApple Versus Facebook\nBoth Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:\nData by YCharts\nFacebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:\nData by YCharts\nThe fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:\nData by YCharts\nWhile Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.\nTo sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.\nApple Versus Alphabet\nWhen we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.\nData by YCharts\nAlphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.\nNevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhatsmallernet cash position of $80 billion, although that still makes for a very strong balance sheet, of course.\nAll in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.\nApple Versus Netflix And Amazon\nLooking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.\nThis huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:\nData by YCharts\nAMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.\nNetflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:\nData by YCharts\nNetflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.\nAmazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.\nWhich Is The Best FAANG Stock To Buy?\nNot every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.\nAlphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.\nDepending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126730406,"gmtCreate":1624583984405,"gmtModify":1631889801685,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"Will it look sustain?","listText":"Will it look sustain?","text":"Will it look sustain?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/126730406","repostId":"2146029313","repostType":4,"repost":{"id":"2146029313","pubTimestamp":1624582807,"share":"https://www.laohu8.com/m/news/2146029313?lang=&edition=full","pubTime":"2021-06-25 09:00","market":"sg","language":"en","title":"Crypto firms fight for top talent with hundreds of job openings","url":"https://stock-news.laohu8.com/highlight/detail?id=2146029313","media":"The Straits Times","summary":"SINGAPORE (BLOOMBERG) - Booming cryptocurrency firms say they're struggling to find the right candid","content":"<div>\n<p>SINGAPORE (BLOOMBERG) - Booming cryptocurrency firms say they're struggling to find the right candidates to fill hundreds of positions as a frenzy of interest in digital currencies and other assets ...</p>\n\n<a href=\"http://www.straitstimes.com/business/banking/crypto-firms-fight-for-top-talent-with-hundreds-of-job-openings\">Web Link</a>\n\n</div>\n","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto firms fight for top talent with hundreds of job openings</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\">\nCrypto firms fight for top talent with hundreds of job openings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/business/banking/crypto-firms-fight-for-top-talent-with-hundreds-of-job-openings><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE (BLOOMBERG) - Booming cryptocurrency firms say they're struggling to find the right candidates to fill hundreds of positions as a frenzy of interest in digital currencies and other assets ...</p>\n\n<a href=\"http://www.straitstimes.com/business/banking/crypto-firms-fight-for-top-talent-with-hundreds-of-job-openings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"http://www.straitstimes.com/business/banking/crypto-firms-fight-for-top-talent-with-hundreds-of-job-openings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146029313","content_text":"SINGAPORE (BLOOMBERG) - Booming cryptocurrency firms say they're struggling to find the right candidates to fill hundreds of positions as a frenzy of interest in digital currencies and other assets pits them against some of the world's biggest financial institutions.\nDespite a rout in May, cryptocurrencies' total market value is up 400 per cent over the past year to about US$1.4 trillion (S$1.88 trillion), and traditional financial firms such as Goldman Sachs Group, Bank of New York Mellon and DBS Group Holdings are starting to offer services and trading. Meanwhile, the likes of CME Group are expanding crypto derivatives offerings - all of which is helping the asset class to mature.\nThat's leaving fewer candidates for crypto firms who need dozens or hundreds of new workers to expand their business.\nBinance, the world's largest crypto exchange, is advertising for some 370 positions globally, according to its LinkedIn recruitment portal. New York-based Gemini plans to boost its Singapore headcount to 50 from 30 by December. Hong Kong-based Crypto.com, which employs more than 900 staff, has over 200 openings on its jobs page.\n\"We are hiring aggressively,\" Binance chief executive officer Changpeng \"CZ\" Zhao said by email. \"We see the industry growing exponentially on a year-to-year basis, and we need to scale our team to cope with it.\" He added, \"We are a geo-equal-opportunity employer. We don't mind where people are, as long as they produce results.\"\nHundreds of applicants\nFor potential candidates, interest in crypto jobs has risen by about five to 10 times in the past nine months, according to Neil Dundon, the founder of recruitment agency Crypto Recruit. A single job posting can attract hundreds of applicants, he said.\nDespite the boom, finding candidates with relevant experience can be difficult, meaning that some companies are lowering their expectations or changing job criteria.\n\"In terms of length of experience, one or two years is good enough these days,\" said Mr Dundon. \"The skills shortage is so bad at the moment that companies are casting a wider net.\"\nBoth Gemini's Asia-Pacific head Jeremy Ng and Crypto.com's director of talent acquisition, Tom Lau, agree that experience is a major challenge.\n\"If you want to find someone with strong crypto knowledge, that wouldn't be easy to come by,\" said Mr Ng, an alumnus of Goldman Sachs Group and Deutsche Bank.\nGemini is considering expanding into markets such as Hong Kong and Australia over the next 12 months and is offering benefits including unlimited vacation and a profit-sharing program to attract talent globally, Mr Ng said.\nMr Ng and Binance's Mr Zhao like candidates with expertise in banking and fintech because such skills can be transfered to a new position.\n\"Developers and customer support are the two larger teams in our organization, and typically have the highest demand from a recruiting perspective,\" Mr Zhao said. \"Luckily, these are the same skill sets used by large internet companies. We see a lot of interest from people in internet companies and other crypto projects.\"\nRemote roles\nBobby Ong, the co-founder and chief operating officer of crypto-data firm CoinGecko.com, said recently on Twitter that it's getting increasingly hard to find the right people in Malaysia. The firm made internal adjustments and is now offering some roles that can be fully remote anywhere around the globe, he said.\nDespite the rush, some job offers may fall through if the prospective employee decides the leap to crypto isn't worth it. Some compensation packages include a token component - and deals may have to be renegotiated particularly if the token price plunges during the hiring process, Mr Dundon said.\nStill, Crypto.com's Mr Lau, who claims that its pay packages are better than those at banks, doesn't expect the crypto hiring boon to die down anytime soon.\n\"We are competing with companies like investment banks or major technology companies, so we have to pay on par or a premium,\" he said. \"This is going to make the market even hotter.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126798031,"gmtCreate":1624583799023,"gmtModify":1631889801684,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"Hopes it continues. Long term play for me&nbsp;","listText":"Hopes it continues. Long term play for me&nbsp;","text":"Hopes it continues. Long term play for me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126798031","repostId":"2146023477","repostType":4,"repost":{"id":"2146023477","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":1624575912,"share":"https://www.laohu8.com/m/news/2146023477?lang=&edition=full","pubTime":"2021-06-25 07:05","market":"us","language":"en","title":"Nasdaq and S&P 500 end at record highs; Dow rallies","url":"https://stock-news.laohu8.com/highlight/detail?id=2146023477","media":"Reuters","summary":"June 24 (Reuters) - The Nasdaq and the S&P 500 indexes closed at record highs on Thursday, with the ","content":"<p>June 24 (Reuters) - The Nasdaq and the S&amp;P 500 indexes closed at record highs on Thursday, with the Dow also jumping almost 1% after U.S. President Joe Biden embraced a bipartisan Senate infrastructure deal.</p>\n<p>With massive fiscal stimulus helped the U.S. economy grow at a 6.4% annualized rate in the first quarter, investors have been banking on an infrastructure agreement that could steer the next leg of the recovery for the world's largest economy and fuel more stock gains.</p>\n<p>Construction and mining equipment maker Caterpillar and aerospace firm Boeing both jumped more than 2%, helping lift the Dow Jones Industrial Average.</p>\n<p>\"In the short term, I think there will be some 'buy the rumor and sell the news' in materials and industrials, but as we start to see more details come out about how the money will be spent, I think we will get a continued benefit,\" said Sal Bruno, chief investment officer at IndexIQ in New York.</p>\n<p>Fueling the S&amp;P 500's gains more than any other stock, Tesla Inc rose 3.5% after Chief Executive Officer Elon Musk said he would list SpaceX's space internet venture, Starlink, when its cash flow is reasonably predictable, adding that Tesla shareholders could get preference in investing.</p>\n<p>Mega-caps <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc each gained more than 1%, and were also among the biggest boosts to the S&amp;P 500 and the Nasdaq.</p>\n<p>Microsoft added 0.5% and ended with a market capitalization above $2 trillion for its first time.</p>\n<p>Initial claims for state unemployment benefits fell 7,000 to 411,000 for the week ended June 19, the Labor Department said on Thursday, but were still higher than the 380,000 that economists had forecast.</p>\n<p>The Commerce Department said the economy grew at a 6.4% rate last quarter, unrevised from the estimate published in May.</p>\n<p>So far this month, the S&amp;P 500 growth index has climbed almost 4%, outperforming the value index's 2% drop.</p>\n<p>The Dow Jones Industrial Average rose 0.95% to end at 34,196.82 points, while the S&amp;P 500 gained 0.58% to 4,266.49.</p>\n<p>The Nasdaq Composite climbed 0.69% to 14,369.71.</p>\n<p>Volume on U.S. exchanges was 9.2 billion shares, less than the 11.0 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 technology, healthcare and communication services sector indexes hit record highs.</p>\n<p>So far in 2021, the S&amp;P 500 has gained almost 14%, beating the Nasdaq's 11% rise.</p>\n<p>Eli Lilly and Co jumped 7.3% to a record high after the drugmaker said it would apply for the U.S. Food and Drug Administration's accelerated approval for its experimental Alzheimer's drug this year.</p>\n<p>In response, Biogen Inc , which received a controversial approval for its Alzheimer's drug aducanumab earlier this month, tumbled 6.1%.</p>\n<p>MGM Resorts International rose 2.2% after Deutsche Bank upgraded the casino operator's stock to \"buy\" from \"hold.\"</p>\n<p>Accenture Plc gained 2.1% after the IT consulting firm raised its full-year revenue forecast.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 2.44-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 105 new highs and 27 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq and S&P 500 end at record highs; Dow rallies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq and S&P 500 end at record highs; Dow rallies\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\">2021-06-25 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 24 (Reuters) - The Nasdaq and the S&amp;P 500 indexes closed at record highs on Thursday, with the Dow also jumping almost 1% after U.S. President Joe Biden embraced a bipartisan Senate infrastructure deal.</p>\n<p>With massive fiscal stimulus helped the U.S. economy grow at a 6.4% annualized rate in the first quarter, investors have been banking on an infrastructure agreement that could steer the next leg of the recovery for the world's largest economy and fuel more stock gains.</p>\n<p>Construction and mining equipment maker Caterpillar and aerospace firm Boeing both jumped more than 2%, helping lift the Dow Jones Industrial Average.</p>\n<p>\"In the short term, I think there will be some 'buy the rumor and sell the news' in materials and industrials, but as we start to see more details come out about how the money will be spent, I think we will get a continued benefit,\" said Sal Bruno, chief investment officer at IndexIQ in New York.</p>\n<p>Fueling the S&amp;P 500's gains more than any other stock, Tesla Inc rose 3.5% after Chief Executive Officer Elon Musk said he would list SpaceX's space internet venture, Starlink, when its cash flow is reasonably predictable, adding that Tesla shareholders could get preference in investing.</p>\n<p>Mega-caps <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc each gained more than 1%, and were also among the biggest boosts to the S&amp;P 500 and the Nasdaq.</p>\n<p>Microsoft added 0.5% and ended with a market capitalization above $2 trillion for its first time.</p>\n<p>Initial claims for state unemployment benefits fell 7,000 to 411,000 for the week ended June 19, the Labor Department said on Thursday, but were still higher than the 380,000 that economists had forecast.</p>\n<p>The Commerce Department said the economy grew at a 6.4% rate last quarter, unrevised from the estimate published in May.</p>\n<p>So far this month, the S&amp;P 500 growth index has climbed almost 4%, outperforming the value index's 2% drop.</p>\n<p>The Dow Jones Industrial Average rose 0.95% to end at 34,196.82 points, while the S&amp;P 500 gained 0.58% to 4,266.49.</p>\n<p>The Nasdaq Composite climbed 0.69% to 14,369.71.</p>\n<p>Volume on U.S. exchanges was 9.2 billion shares, less than the 11.0 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 technology, healthcare and communication services sector indexes hit record highs.</p>\n<p>So far in 2021, the S&amp;P 500 has gained almost 14%, beating the Nasdaq's 11% rise.</p>\n<p>Eli Lilly and Co jumped 7.3% to a record high after the drugmaker said it would apply for the U.S. Food and Drug Administration's accelerated approval for its experimental Alzheimer's drug this year.</p>\n<p>In response, Biogen Inc , which received a controversial approval for its Alzheimer's drug aducanumab earlier this month, tumbled 6.1%.</p>\n<p>MGM Resorts International rose 2.2% after Deutsche Bank upgraded the casino operator's stock to \"buy\" from \"hold.\"</p>\n<p>Accenture Plc gained 2.1% after the IT consulting firm raised its full-year revenue forecast.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 2.44-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 105 new highs and 27 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".IXIC":"NASDAQ Composite","SH":"标普500反向ETF","SPY":"标普500ETF","MSFT":"微软",".SPX":"S&P 500 Index","IVV":"标普500指数ETF","OEX":"标普100","SDS":"两倍做空标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF",".DJI":"道琼斯","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146023477","content_text":"June 24 (Reuters) - The Nasdaq and the S&P 500 indexes closed at record highs on Thursday, with the Dow also jumping almost 1% after U.S. President Joe Biden embraced a bipartisan Senate infrastructure deal.\nWith massive fiscal stimulus helped the U.S. economy grow at a 6.4% annualized rate in the first quarter, investors have been banking on an infrastructure agreement that could steer the next leg of the recovery for the world's largest economy and fuel more stock gains.\nConstruction and mining equipment maker Caterpillar and aerospace firm Boeing both jumped more than 2%, helping lift the Dow Jones Industrial Average.\n\"In the short term, I think there will be some 'buy the rumor and sell the news' in materials and industrials, but as we start to see more details come out about how the money will be spent, I think we will get a continued benefit,\" said Sal Bruno, chief investment officer at IndexIQ in New York.\nFueling the S&P 500's gains more than any other stock, Tesla Inc rose 3.5% after Chief Executive Officer Elon Musk said he would list SpaceX's space internet venture, Starlink, when its cash flow is reasonably predictable, adding that Tesla shareholders could get preference in investing.\nMega-caps PayPal and Facebook Inc each gained more than 1%, and were also among the biggest boosts to the S&P 500 and the Nasdaq.\nMicrosoft added 0.5% and ended with a market capitalization above $2 trillion for its first time.\nInitial claims for state unemployment benefits fell 7,000 to 411,000 for the week ended June 19, the Labor Department said on Thursday, but were still higher than the 380,000 that economists had forecast.\nThe Commerce Department said the economy grew at a 6.4% rate last quarter, unrevised from the estimate published in May.\nSo far this month, the S&P 500 growth index has climbed almost 4%, outperforming the value index's 2% drop.\nThe Dow Jones Industrial Average rose 0.95% to end at 34,196.82 points, while the S&P 500 gained 0.58% to 4,266.49.\nThe Nasdaq Composite climbed 0.69% to 14,369.71.\nVolume on U.S. exchanges was 9.2 billion shares, less than the 11.0 billion average over the last 20 trading days.\nThe S&P 500 technology, healthcare and communication services sector indexes hit record highs.\nSo far in 2021, the S&P 500 has gained almost 14%, beating the Nasdaq's 11% rise.\nEli Lilly and Co jumped 7.3% to a record high after the drugmaker said it would apply for the U.S. Food and Drug Administration's accelerated approval for its experimental Alzheimer's drug this year.\nIn response, Biogen Inc , which received a controversial approval for its Alzheimer's drug aducanumab earlier this month, tumbled 6.1%.\nMGM Resorts International rose 2.2% after Deutsche Bank upgraded the casino operator's stock to \"buy\" from \"hold.\"\nAccenture Plc gained 2.1% after the IT consulting firm raised its full-year revenue forecast.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 2.44-to-1 ratio favored advancers.\nThe S&P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 105 new highs and 27 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126706305,"gmtCreate":1624583569907,"gmtModify":1631887210153,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"Get both&nbsp;","listText":"Get both&nbsp;","text":"Get both","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/126706305","repostId":"1198422658","repostType":4,"repost":{"id":"1198422658","pubTimestamp":1624533829,"share":"https://www.laohu8.com/m/news/1198422658?lang=&edition=full","pubTime":"2021-06-24 19:23","market":"us","language":"en","title":"Is Amazon Stock A Better Buy Than Apple Through 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198422658","media":"The Street","summary":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple  -Get Report and Amazon  -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig","content":"<blockquote>\n Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n</blockquote>\n<p>At first glance, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;and Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.</p>\n<p>But the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?</p>\n<p><b>AAPL and AMZN: same valuation?</b></p>\n<p>The P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.</p>\n<p>Amazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.</p>\n<p>By 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:</p>\n<ul>\n <li><b>Amazon</b>: 2025 EPS of $172.30, for a P/E of<b>20.4</b>times</li>\n <li><b>Apple</b>: fiscal 2025 EPS of $6.30, for a P/E of<b>21.2</b>times</li>\n</ul>\n<p>Given enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.</p>\n<p><b>Which is the best bet?</b></p>\n<p>If Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.</p>\n<p>From the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.</p>\n<p>Clearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.</p>\n<p>First, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.</p>\n<p>This is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.</p>\n<p>Regarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.</p>\n<p>In addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.</p>\n<p><img src=\"https://static.tigerbbs.com/0e59ae6a459751303dfd48c45ae47f99\" tg-width=\"700\" tg-height=\"199\" referrerpolicy=\"no-referrer\"><i>Figure 2: AMZN gross margin vs. operating margin.</i></p>\n<p><i>Stock Rover</i></p>\n<p><b>Twitter speaks</b></p>\n<p>Fun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?</p>\n<p><img src=\"https://static.tigerbbs.com/e56ed880cf0d62550fc0ee752a46efff\" tg-width=\"568\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Stock A Better Buy Than Apple Through 2025?</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 Amazon Stock A Better Buy Than Apple Through 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198422658","content_text":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, Apple (AAPL) -Get Report and Amazon (AMZN) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.\nBut the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?\nAAPL and AMZN: same valuation?\nThe P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.\nAmazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.\nBy 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:\n\nAmazon: 2025 EPS of $172.30, for a P/E of20.4times\nApple: fiscal 2025 EPS of $6.30, for a P/E of21.2times\n\nGiven enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.\nWhich is the best bet?\nIf Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.\nFrom the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.\nClearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.\nFirst, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.\nThis is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.\nRegarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.\nIn addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.\nFigure 2: AMZN gross margin vs. operating margin.\nStock Rover\nTwitter speaks\nFun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126477162,"gmtCreate":1624583416856,"gmtModify":1631889801685,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126477162","repostId":"1113369372","repostType":4,"repost":{"id":"1113369372","pubTimestamp":1624535308,"share":"https://www.laohu8.com/m/news/1113369372?lang=&edition=full","pubTime":"2021-06-24 19:48","market":"us","language":"en","title":"Eli Lilly Stock Jumps, Biogen Drops on Alzheimer's Treatment Approval","url":"https://stock-news.laohu8.com/highlight/detail?id=1113369372","media":"The Wall Street Journal","summary":"(Update: June 24, 2021 at 09:32 a.m. ET)\nEli Lilly shares jumped over 8% in morning trading after th","content":"<p><i><b>(Update: June 24, 2021 at 09:32 a.m. ET)</b></i></p>\n<p>Eli Lilly shares jumped over 8% in&nbsp;morning trading after the drug maker said it received breakthrough therapy designation for its Alzheimer's treatment from the Food and Drug Administration.</p>\n<p><img src=\"https://static.tigerbbs.com/9b4cea69bed4d928fd18195924788827\" tg-width=\"658\" tg-height=\"438\"></p>\n<p>The move is meant to expedite the development and review of the experimental treatment.</p>\n<p>Rival Biogen, whose own drug was approved earlier this month, fell over 6% in premarket trading. The FDA has faced criticism from some doctors and scientists for approving that drug.</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>Eli Lilly Stock Jumps, Biogen Drops on Alzheimer's Treatment Approval</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\">\nEli Lilly Stock Jumps, Biogen Drops on Alzheimer's Treatment Approval\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/livecoverage/stock-market-news-live-updates-062421/card/C1AeSf1mE5Wh1f1ra8mc><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Update: June 24, 2021 at 09:32 a.m. ET)\nEli Lilly shares jumped over 8% in morning trading after the drug maker said it received breakthrough therapy designation for its Alzheimer's treatment from ...</p>\n\n<a href=\"https://www.wsj.com/livecoverage/stock-market-news-live-updates-062421/card/C1AeSf1mE5Wh1f1ra8mc\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LLY":"礼来"},"source_url":"https://www.wsj.com/livecoverage/stock-market-news-live-updates-062421/card/C1AeSf1mE5Wh1f1ra8mc","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113369372","content_text":"(Update: June 24, 2021 at 09:32 a.m. ET)\nEli Lilly shares jumped over 8% in morning trading after the drug maker said it received breakthrough therapy designation for its Alzheimer's treatment from the Food and Drug Administration.\n\nThe move is meant to expedite the development and review of the experimental treatment.\nRival Biogen, whose own drug was approved earlier this month, fell over 6% in premarket trading. The FDA has faced criticism from some doctors and scientists for approving that drug.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126476799,"gmtCreate":1624583251611,"gmtModify":1631889801693,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"Sold too early:(","listText":"Sold too early:(","text":"Sold too early:(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126476799","repostId":"2145042230","repostType":4,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166645177,"gmtCreate":1624008427499,"gmtModify":1631889801693,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"Sound convincing and I agree.","listText":"Sound convincing and I agree.","text":"Sound convincing and I agree.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166645177","repostId":"2144742925","repostType":4,"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":{"AAPL":"苹果","NVDA":"英伟达"},"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":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169612789,"gmtCreate":1623832543041,"gmtModify":1631889801695,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"Pray","listText":"Pray","text":"Pray","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/169612789","repostId":"2143375006","repostType":4,"repost":{"id":"2143375006","pubTimestamp":1623825047,"share":"https://www.laohu8.com/m/news/2143375006?lang=&edition=full","pubTime":"2021-06-16 14:30","market":"us","language":"en","title":"4 things to watch for when the Fed meets Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2143375006","media":"MarketWatch","summary":"Despite the big spike in inflation, the Federal Reserve is set to signal on Wedesday that it is not ","content":"<p>Despite the big spike in inflation, the Federal Reserve is set to signal on Wedesday that it is not going to change interest rate policy anytime soon -- at least through the end of 2022, economists say.</p>\n<p>\"The message this week will likely be a heavy dose of 'still a long way to go' sprinkled with concerns about upside risks to inflation,\" wrote Michael Gapen, chief U.S. economist at Barclays.</p>\n<p>The Fed meets Tuesday and Wednesday this week against a backdrop of the consumer price index up 5% annual rate.</p>\n<p>The Fed is still buying $80 billion of Treasurys and $40 billion of mortgage-backed securities each month along with keeping its benchmark rate close to zero, in order to support the economy.</p>\n<p>Fed officials have guided the market that it won't scale back the asset purchases until it sees \"substantial further progress\" towards its unemployment target in particular as the economy recovers from the pandemic. Slowing back asset purchases would be taking the central bank's foot off the gas -- a long way from actually tapping on the brakes with higher interest rates.</p>\n<p>Economists think markets have been so far surprisingly complacent about inflation. The yield on the 10-year Treasury note has fallen to 1.5% from closer to 1.64% just after the Fed's last meeting in late April.</p>\n<p>Here's a look at what economists and investors will be watching for Wednesday when the Fed concludes the two-day meeting. Fed officials will release a statement at 2pm Eastern followed by a press conference from Fed Chairman Jerome Powell at 2:30 p.m.</p>\n<p><b>Inflation is transitory</b></p>\n<p>The Fed statement is widely expected to repeat the phrase that the pickup in inflation \"largely reflects transitory factors.\" The Fed may drive this point home in its updated economic forecasts. In March, the Fed had core PCE inflation at 2.2% in 2021, 2% in 2022 and 2.1% in 2023. The 2021 forecast of core inflation is likely to rise but the Fed is expected to keep 2023 core inflation unchanged.</p>\n<p><b>'Talking about talking about' tapering</b></p>\n<p>Fed officials are expected to discuss slowing down, or tapering, asset purchases, but only in a preliminary way without laying out any plans. \"We expect Chair Powell to stress that all, or almost all, participants, see tapering action as very premature,\" wrote Steve Englander, head of North American macro strategy at Standard Chartered Bank.</p>\n<p><b>Tolerate a rising expectation of higher rates over 2023-2024</b></p>\n<p>If inflation is more persistent than the Fed now believes, the central bank needs to signal it will do what it needs to do to keep inflation under control. \"In that record, the Fed will, if not encourage, at least tolerate, a rising expectation of [higher] rates over 2023 and 2024,\" said Bruce Kazman, chief economist at JPMorgan Chase, in an interview on Bloomberg Television.</p>\n<p>Consequently, the median dot on the chart that signal's the Fed's consensus could signal the first rate hike in 2023. In March, 11 of 18 top Fed officials thought policy would be unchanged. Only four of 18 officials were projecting a rate hike in 2022.</p>\n<p>Many other economists think it is still unlikely the median projection will change from the current rate close to zero.</p>\n<p><b>Will Powell repeat that the Fed is 'a long way' from its goals and 'some time' for substantial further progress?</b></p>\n<p>Jim O'Sullivan, thinks the Fed has to start getting away from this language, which Powell used to signal that policy would remain unchanged. \"The longer you leave it in place, the bigger deal it is when you drop it,\" he said. So he thinks Powell will no longer say that it will be \"some time\" before the economy reaches the benchmark of \"some further progress\" to allow the Fed to taper asset purchases. This won't be a signal of imminent tapering. \"It is not in the next three months -- it could happen by the end of the year. O'Sullivan thinks the Fed will show patience and not start tapering until next March.</p>\n<p>Rubeela Farooqi, chief U.S. economist at High Frequency Economics, wrote she wouldn't be shocked if Powell set out conditions for \"substantial further progress.\" This would go a long way toward removing uncertainty about when the Fed might reach the threshold, she said.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 things to watch for when the Fed meets Wednesday</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\">\n4 things to watch for when the Fed meets Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/4-things-to-watch-for-when-the-fed-meets-wednesday-11623774676?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite the big spike in inflation, the Federal Reserve is set to signal on Wedesday that it is not going to change interest rate policy anytime soon -- at least through the end of 2022, economists ...</p>\n\n<a href=\"https://www.marketwatch.com/story/4-things-to-watch-for-when-the-fed-meets-wednesday-11623774676?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/4-things-to-watch-for-when-the-fed-meets-wednesday-11623774676?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143375006","content_text":"Despite the big spike in inflation, the Federal Reserve is set to signal on Wedesday that it is not going to change interest rate policy anytime soon -- at least through the end of 2022, economists say.\n\"The message this week will likely be a heavy dose of 'still a long way to go' sprinkled with concerns about upside risks to inflation,\" wrote Michael Gapen, chief U.S. economist at Barclays.\nThe Fed meets Tuesday and Wednesday this week against a backdrop of the consumer price index up 5% annual rate.\nThe Fed is still buying $80 billion of Treasurys and $40 billion of mortgage-backed securities each month along with keeping its benchmark rate close to zero, in order to support the economy.\nFed officials have guided the market that it won't scale back the asset purchases until it sees \"substantial further progress\" towards its unemployment target in particular as the economy recovers from the pandemic. Slowing back asset purchases would be taking the central bank's foot off the gas -- a long way from actually tapping on the brakes with higher interest rates.\nEconomists think markets have been so far surprisingly complacent about inflation. The yield on the 10-year Treasury note has fallen to 1.5% from closer to 1.64% just after the Fed's last meeting in late April.\nHere's a look at what economists and investors will be watching for Wednesday when the Fed concludes the two-day meeting. Fed officials will release a statement at 2pm Eastern followed by a press conference from Fed Chairman Jerome Powell at 2:30 p.m.\nInflation is transitory\nThe Fed statement is widely expected to repeat the phrase that the pickup in inflation \"largely reflects transitory factors.\" The Fed may drive this point home in its updated economic forecasts. In March, the Fed had core PCE inflation at 2.2% in 2021, 2% in 2022 and 2.1% in 2023. The 2021 forecast of core inflation is likely to rise but the Fed is expected to keep 2023 core inflation unchanged.\n'Talking about talking about' tapering\nFed officials are expected to discuss slowing down, or tapering, asset purchases, but only in a preliminary way without laying out any plans. \"We expect Chair Powell to stress that all, or almost all, participants, see tapering action as very premature,\" wrote Steve Englander, head of North American macro strategy at Standard Chartered Bank.\nTolerate a rising expectation of higher rates over 2023-2024\nIf inflation is more persistent than the Fed now believes, the central bank needs to signal it will do what it needs to do to keep inflation under control. \"In that record, the Fed will, if not encourage, at least tolerate, a rising expectation of [higher] rates over 2023 and 2024,\" said Bruce Kazman, chief economist at JPMorgan Chase, in an interview on Bloomberg Television.\nConsequently, the median dot on the chart that signal's the Fed's consensus could signal the first rate hike in 2023. In March, 11 of 18 top Fed officials thought policy would be unchanged. Only four of 18 officials were projecting a rate hike in 2022.\nMany other economists think it is still unlikely the median projection will change from the current rate close to zero.\nWill Powell repeat that the Fed is 'a long way' from its goals and 'some time' for substantial further progress?\nJim O'Sullivan, thinks the Fed has to start getting away from this language, which Powell used to signal that policy would remain unchanged. \"The longer you leave it in place, the bigger deal it is when you drop it,\" he said. So he thinks Powell will no longer say that it will be \"some time\" before the economy reaches the benchmark of \"some further progress\" to allow the Fed to taper asset purchases. This won't be a signal of imminent tapering. \"It is not in the next three months -- it could happen by the end of the year. O'Sullivan thinks the Fed will show patience and not start tapering until next March.\nRubeela Farooqi, chief U.S. economist at High Frequency Economics, wrote she wouldn't be shocked if Powell set out conditions for \"substantial further progress.\" This would go a long way toward removing uncertainty about when the Fed might reach the threshold, she said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":124963745,"gmtCreate":1624720134887,"gmtModify":1631889801676,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"I still stuck with AAPL. Not just hardware&nbsp;iPhone /iPad sales. They are expanding their product segments&nbsp;stage by stage. MP3,&nbsp;Phone/Tablets/Notebook/Mac,&nbsp;iTunes, App Store ecosystem, News/Books, Movies,&nbsp;Health (Watch), etc.More areas to expand : Car/CarOS?, Finance? Crypto? Security? Safety (AitTag)?Unless US law&nbsp;force AAPL to breakup when they&nbsp;become too large, there is still much room to grow.&nbsp;","listText":"I still stuck with AAPL. Not just hardware&nbsp;iPhone /iPad sales. They are expanding their product segments&nbsp;stage by stage. MP3,&nbsp;Phone/Tablets/Notebook/Mac,&nbsp;iTunes, App Store ecosystem, News/Books, Movies,&nbsp;Health (Watch), etc.More areas to expand : Car/CarOS?, Finance? Crypto? Security? Safety (AitTag)?Unless US law&nbsp;force AAPL to breakup when they&nbsp;become too large, there is still much room to grow.&nbsp;","text":"I still stuck with AAPL. Not just hardware iPhone /iPad sales. They are expanding their product segments stage by stage. MP3, Phone/Tablets/Notebook/Mac, iTunes, App Store ecosystem, News/Books, Movies, Health (Watch), etc.More areas to expand : Car/CarOS?, Finance? Crypto? Security? Safety (AitTag)?Unless US law force AAPL to breakup when they become too large, there is still much room to grow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/124963745","repostId":"1108941456","repostType":4,"repost":{"id":"1108941456","pubTimestamp":1624664800,"share":"https://www.laohu8.com/m/news/1108941456?lang=&edition=full","pubTime":"2021-06-26 07:46","market":"us","language":"en","title":"Is Apple A Better Buy Than Other FAANG Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1108941456","media":"seekingalpha","summary":"Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.At 26-64x this year's expected net profi","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.</li>\n <li>Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.</li>\n <li>I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb49d385ec6d3044db2f4474cbb2c57\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>MagioreStock/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Going with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.</p>\n<p><b>Are FAANG Stocks A Good Investment?</b></p>\n<p>Looking back a couple of years, the answer is pretty clear that FAANG stocks at least<i>were</i>a good investment in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae2b8e2b9caf99f74c28bafc10a0a872\" tg-width=\"635\" tg-height=\"484\"><span>Data by YCharts</span></p>\n<p>With gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.</p>\n<p>These factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef865eea7af4369048432a9c85d1d83\" tg-width=\"635\" tg-height=\"540\"><span>Data by YCharts</span></p>\n<p>At 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from&nbsp;Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.</p>\n<p><b>What Investors Can Expect From Apple</b></p>\n<p>Apple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate&nbsp;in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.</p>\n<p><b>Apple Versus Facebook</b></p>\n<p>Both Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fd8043ca75dcb2c38f5ffa427c8c0b9\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>Facebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d49e0007aa77608b2992a9fef2142d\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>The fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b16c9b3e2eac182d42686bcd8a98fc5\" tg-width=\"635\" tg-height=\"515\"><span>Data by YCharts</span></p>\n<p>While Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.</p>\n<p>To sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.</p>\n<p><b>Apple Versus Alphabet</b></p>\n<p>When we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6360514d097081c546a0ccacfbdc7af6\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Alphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.</p>\n<p>Nevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhat<i>smaller</i>net cash position of $80 billion, although that still makes for a very strong balance sheet, of course.</p>\n<p>All in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.</p>\n<p><b>Apple Versus Netflix And Amazon</b></p>\n<p>Looking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.</p>\n<p>This huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccc2536fa3cadf06639a89e0b211b9a\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>AMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.</p>\n<p>Netflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d84f013051fbb00b6b488f5cfed66d4\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Netflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&amp;T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.</p>\n<p>Amazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.</p>\n<p><b>Which Is The Best FAANG Stock To Buy?</b></p>\n<p>Not every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.</p>\n<p>Alphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.</p>\n<p>Depending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!</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>Is Apple A Better Buy Than Other FAANG Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple A Better Buy Than Other FAANG Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 07:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108941456","content_text":"Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.\nI believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.\n\nMagioreStock/iStock Editorial via Getty Images\nArticle Thesis\nGoing with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.\nAre FAANG Stocks A Good Investment?\nLooking back a couple of years, the answer is pretty clear that FAANG stocks at leastwerea good investment in the recent past:\nData by YCharts\nWith gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.\nThese factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:\nData by YCharts\nAt 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.\nWhat Investors Can Expect From Apple\nApple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.\nApple Versus Facebook\nBoth Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:\nData by YCharts\nFacebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:\nData by YCharts\nThe fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:\nData by YCharts\nWhile Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.\nTo sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.\nApple Versus Alphabet\nWhen we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.\nData by YCharts\nAlphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.\nNevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhatsmallernet cash position of $80 billion, although that still makes for a very strong balance sheet, of course.\nAll in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.\nApple Versus Netflix And Amazon\nLooking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.\nThis huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:\nData by YCharts\nAMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.\nNetflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:\nData by YCharts\nNetflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.\nAmazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.\nWhich Is The Best FAANG Stock To Buy?\nNot every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.\nAlphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.\nDepending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169612789,"gmtCreate":1623832543041,"gmtModify":1631889801695,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"Pray","listText":"Pray","text":"Pray","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/169612789","repostId":"2143375006","repostType":4,"repost":{"id":"2143375006","pubTimestamp":1623825047,"share":"https://www.laohu8.com/m/news/2143375006?lang=&edition=full","pubTime":"2021-06-16 14:30","market":"us","language":"en","title":"4 things to watch for when the Fed meets Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2143375006","media":"MarketWatch","summary":"Despite the big spike in inflation, the Federal Reserve is set to signal on Wedesday that it is not ","content":"<p>Despite the big spike in inflation, the Federal Reserve is set to signal on Wedesday that it is not going to change interest rate policy anytime soon -- at least through the end of 2022, economists say.</p>\n<p>\"The message this week will likely be a heavy dose of 'still a long way to go' sprinkled with concerns about upside risks to inflation,\" wrote Michael Gapen, chief U.S. economist at Barclays.</p>\n<p>The Fed meets Tuesday and Wednesday this week against a backdrop of the consumer price index up 5% annual rate.</p>\n<p>The Fed is still buying $80 billion of Treasurys and $40 billion of mortgage-backed securities each month along with keeping its benchmark rate close to zero, in order to support the economy.</p>\n<p>Fed officials have guided the market that it won't scale back the asset purchases until it sees \"substantial further progress\" towards its unemployment target in particular as the economy recovers from the pandemic. Slowing back asset purchases would be taking the central bank's foot off the gas -- a long way from actually tapping on the brakes with higher interest rates.</p>\n<p>Economists think markets have been so far surprisingly complacent about inflation. The yield on the 10-year Treasury note has fallen to 1.5% from closer to 1.64% just after the Fed's last meeting in late April.</p>\n<p>Here's a look at what economists and investors will be watching for Wednesday when the Fed concludes the two-day meeting. Fed officials will release a statement at 2pm Eastern followed by a press conference from Fed Chairman Jerome Powell at 2:30 p.m.</p>\n<p><b>Inflation is transitory</b></p>\n<p>The Fed statement is widely expected to repeat the phrase that the pickup in inflation \"largely reflects transitory factors.\" The Fed may drive this point home in its updated economic forecasts. In March, the Fed had core PCE inflation at 2.2% in 2021, 2% in 2022 and 2.1% in 2023. The 2021 forecast of core inflation is likely to rise but the Fed is expected to keep 2023 core inflation unchanged.</p>\n<p><b>'Talking about talking about' tapering</b></p>\n<p>Fed officials are expected to discuss slowing down, or tapering, asset purchases, but only in a preliminary way without laying out any plans. \"We expect Chair Powell to stress that all, or almost all, participants, see tapering action as very premature,\" wrote Steve Englander, head of North American macro strategy at Standard Chartered Bank.</p>\n<p><b>Tolerate a rising expectation of higher rates over 2023-2024</b></p>\n<p>If inflation is more persistent than the Fed now believes, the central bank needs to signal it will do what it needs to do to keep inflation under control. \"In that record, the Fed will, if not encourage, at least tolerate, a rising expectation of [higher] rates over 2023 and 2024,\" said Bruce Kazman, chief economist at JPMorgan Chase, in an interview on Bloomberg Television.</p>\n<p>Consequently, the median dot on the chart that signal's the Fed's consensus could signal the first rate hike in 2023. In March, 11 of 18 top Fed officials thought policy would be unchanged. Only four of 18 officials were projecting a rate hike in 2022.</p>\n<p>Many other economists think it is still unlikely the median projection will change from the current rate close to zero.</p>\n<p><b>Will Powell repeat that the Fed is 'a long way' from its goals and 'some time' for substantial further progress?</b></p>\n<p>Jim O'Sullivan, thinks the Fed has to start getting away from this language, which Powell used to signal that policy would remain unchanged. \"The longer you leave it in place, the bigger deal it is when you drop it,\" he said. So he thinks Powell will no longer say that it will be \"some time\" before the economy reaches the benchmark of \"some further progress\" to allow the Fed to taper asset purchases. This won't be a signal of imminent tapering. \"It is not in the next three months -- it could happen by the end of the year. O'Sullivan thinks the Fed will show patience and not start tapering until next March.</p>\n<p>Rubeela Farooqi, chief U.S. economist at High Frequency Economics, wrote she wouldn't be shocked if Powell set out conditions for \"substantial further progress.\" This would go a long way toward removing uncertainty about when the Fed might reach the threshold, she said.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 things to watch for when the Fed meets Wednesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 things to watch for when the Fed meets Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/4-things-to-watch-for-when-the-fed-meets-wednesday-11623774676?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite the big spike in inflation, the Federal Reserve is set to signal on Wedesday that it is not going to change interest rate policy anytime soon -- at least through the end of 2022, economists ...</p>\n\n<a href=\"https://www.marketwatch.com/story/4-things-to-watch-for-when-the-fed-meets-wednesday-11623774676?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/4-things-to-watch-for-when-the-fed-meets-wednesday-11623774676?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143375006","content_text":"Despite the big spike in inflation, the Federal Reserve is set to signal on Wedesday that it is not going to change interest rate policy anytime soon -- at least through the end of 2022, economists say.\n\"The message this week will likely be a heavy dose of 'still a long way to go' sprinkled with concerns about upside risks to inflation,\" wrote Michael Gapen, chief U.S. economist at Barclays.\nThe Fed meets Tuesday and Wednesday this week against a backdrop of the consumer price index up 5% annual rate.\nThe Fed is still buying $80 billion of Treasurys and $40 billion of mortgage-backed securities each month along with keeping its benchmark rate close to zero, in order to support the economy.\nFed officials have guided the market that it won't scale back the asset purchases until it sees \"substantial further progress\" towards its unemployment target in particular as the economy recovers from the pandemic. Slowing back asset purchases would be taking the central bank's foot off the gas -- a long way from actually tapping on the brakes with higher interest rates.\nEconomists think markets have been so far surprisingly complacent about inflation. The yield on the 10-year Treasury note has fallen to 1.5% from closer to 1.64% just after the Fed's last meeting in late April.\nHere's a look at what economists and investors will be watching for Wednesday when the Fed concludes the two-day meeting. Fed officials will release a statement at 2pm Eastern followed by a press conference from Fed Chairman Jerome Powell at 2:30 p.m.\nInflation is transitory\nThe Fed statement is widely expected to repeat the phrase that the pickup in inflation \"largely reflects transitory factors.\" The Fed may drive this point home in its updated economic forecasts. In March, the Fed had core PCE inflation at 2.2% in 2021, 2% in 2022 and 2.1% in 2023. The 2021 forecast of core inflation is likely to rise but the Fed is expected to keep 2023 core inflation unchanged.\n'Talking about talking about' tapering\nFed officials are expected to discuss slowing down, or tapering, asset purchases, but only in a preliminary way without laying out any plans. \"We expect Chair Powell to stress that all, or almost all, participants, see tapering action as very premature,\" wrote Steve Englander, head of North American macro strategy at Standard Chartered Bank.\nTolerate a rising expectation of higher rates over 2023-2024\nIf inflation is more persistent than the Fed now believes, the central bank needs to signal it will do what it needs to do to keep inflation under control. \"In that record, the Fed will, if not encourage, at least tolerate, a rising expectation of [higher] rates over 2023 and 2024,\" said Bruce Kazman, chief economist at JPMorgan Chase, in an interview on Bloomberg Television.\nConsequently, the median dot on the chart that signal's the Fed's consensus could signal the first rate hike in 2023. In March, 11 of 18 top Fed officials thought policy would be unchanged. Only four of 18 officials were projecting a rate hike in 2022.\nMany other economists think it is still unlikely the median projection will change from the current rate close to zero.\nWill Powell repeat that the Fed is 'a long way' from its goals and 'some time' for substantial further progress?\nJim O'Sullivan, thinks the Fed has to start getting away from this language, which Powell used to signal that policy would remain unchanged. \"The longer you leave it in place, the bigger deal it is when you drop it,\" he said. So he thinks Powell will no longer say that it will be \"some time\" before the economy reaches the benchmark of \"some further progress\" to allow the Fed to taper asset purchases. This won't be a signal of imminent tapering. \"It is not in the next three months -- it could happen by the end of the year. O'Sullivan thinks the Fed will show patience and not start tapering until next March.\nRubeela Farooqi, chief U.S. economist at High Frequency Economics, wrote she wouldn't be shocked if Powell set out conditions for \"substantial further progress.\" This would go a long way toward removing uncertainty about when the Fed might reach the threshold, she said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126730406,"gmtCreate":1624583984405,"gmtModify":1631889801685,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"Will it look sustain?","listText":"Will it look sustain?","text":"Will it look sustain?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/126730406","repostId":"2146029313","repostType":4,"repost":{"id":"2146029313","pubTimestamp":1624582807,"share":"https://www.laohu8.com/m/news/2146029313?lang=&edition=full","pubTime":"2021-06-25 09:00","market":"sg","language":"en","title":"Crypto firms fight for top talent with hundreds of job openings","url":"https://stock-news.laohu8.com/highlight/detail?id=2146029313","media":"The Straits Times","summary":"SINGAPORE (BLOOMBERG) - Booming cryptocurrency firms say they're struggling to find the right candid","content":"<div>\n<p>SINGAPORE (BLOOMBERG) - Booming cryptocurrency firms say they're struggling to find the right candidates to fill hundreds of positions as a frenzy of interest in digital currencies and other assets ...</p>\n\n<a href=\"http://www.straitstimes.com/business/banking/crypto-firms-fight-for-top-talent-with-hundreds-of-job-openings\">Web Link</a>\n\n</div>\n","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto firms fight for top talent with hundreds of job openings</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\">\nCrypto firms fight for top talent with hundreds of job openings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/business/banking/crypto-firms-fight-for-top-talent-with-hundreds-of-job-openings><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE (BLOOMBERG) - Booming cryptocurrency firms say they're struggling to find the right candidates to fill hundreds of positions as a frenzy of interest in digital currencies and other assets ...</p>\n\n<a href=\"http://www.straitstimes.com/business/banking/crypto-firms-fight-for-top-talent-with-hundreds-of-job-openings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"http://www.straitstimes.com/business/banking/crypto-firms-fight-for-top-talent-with-hundreds-of-job-openings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146029313","content_text":"SINGAPORE (BLOOMBERG) - Booming cryptocurrency firms say they're struggling to find the right candidates to fill hundreds of positions as a frenzy of interest in digital currencies and other assets pits them against some of the world's biggest financial institutions.\nDespite a rout in May, cryptocurrencies' total market value is up 400 per cent over the past year to about US$1.4 trillion (S$1.88 trillion), and traditional financial firms such as Goldman Sachs Group, Bank of New York Mellon and DBS Group Holdings are starting to offer services and trading. Meanwhile, the likes of CME Group are expanding crypto derivatives offerings - all of which is helping the asset class to mature.\nThat's leaving fewer candidates for crypto firms who need dozens or hundreds of new workers to expand their business.\nBinance, the world's largest crypto exchange, is advertising for some 370 positions globally, according to its LinkedIn recruitment portal. New York-based Gemini plans to boost its Singapore headcount to 50 from 30 by December. Hong Kong-based Crypto.com, which employs more than 900 staff, has over 200 openings on its jobs page.\n\"We are hiring aggressively,\" Binance chief executive officer Changpeng \"CZ\" Zhao said by email. \"We see the industry growing exponentially on a year-to-year basis, and we need to scale our team to cope with it.\" He added, \"We are a geo-equal-opportunity employer. We don't mind where people are, as long as they produce results.\"\nHundreds of applicants\nFor potential candidates, interest in crypto jobs has risen by about five to 10 times in the past nine months, according to Neil Dundon, the founder of recruitment agency Crypto Recruit. A single job posting can attract hundreds of applicants, he said.\nDespite the boom, finding candidates with relevant experience can be difficult, meaning that some companies are lowering their expectations or changing job criteria.\n\"In terms of length of experience, one or two years is good enough these days,\" said Mr Dundon. \"The skills shortage is so bad at the moment that companies are casting a wider net.\"\nBoth Gemini's Asia-Pacific head Jeremy Ng and Crypto.com's director of talent acquisition, Tom Lau, agree that experience is a major challenge.\n\"If you want to find someone with strong crypto knowledge, that wouldn't be easy to come by,\" said Mr Ng, an alumnus of Goldman Sachs Group and Deutsche Bank.\nGemini is considering expanding into markets such as Hong Kong and Australia over the next 12 months and is offering benefits including unlimited vacation and a profit-sharing program to attract talent globally, Mr Ng said.\nMr Ng and Binance's Mr Zhao like candidates with expertise in banking and fintech because such skills can be transfered to a new position.\n\"Developers and customer support are the two larger teams in our organization, and typically have the highest demand from a recruiting perspective,\" Mr Zhao said. \"Luckily, these are the same skill sets used by large internet companies. We see a lot of interest from people in internet companies and other crypto projects.\"\nRemote roles\nBobby Ong, the co-founder and chief operating officer of crypto-data firm CoinGecko.com, said recently on Twitter that it's getting increasingly hard to find the right people in Malaysia. The firm made internal adjustments and is now offering some roles that can be fully remote anywhere around the globe, he said.\nDespite the rush, some job offers may fall through if the prospective employee decides the leap to crypto isn't worth it. Some compensation packages include a token component - and deals may have to be renegotiated particularly if the token price plunges during the hiring process, Mr Dundon said.\nStill, Crypto.com's Mr Lau, who claims that its pay packages are better than those at banks, doesn't expect the crypto hiring boon to die down anytime soon.\n\"We are competing with companies like investment banks or major technology companies, so we have to pay on par or a premium,\" he said. \"This is going to make the market even hotter.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126706305,"gmtCreate":1624583569907,"gmtModify":1631887210153,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"Get both&nbsp;","listText":"Get both&nbsp;","text":"Get both","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/126706305","repostId":"1198422658","repostType":4,"repost":{"id":"1198422658","pubTimestamp":1624533829,"share":"https://www.laohu8.com/m/news/1198422658?lang=&edition=full","pubTime":"2021-06-24 19:23","market":"us","language":"en","title":"Is Amazon Stock A Better Buy Than Apple Through 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198422658","media":"The Street","summary":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple  -Get Report and Amazon  -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig","content":"<blockquote>\n Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n</blockquote>\n<p>At first glance, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;and Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.</p>\n<p>But the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?</p>\n<p><b>AAPL and AMZN: same valuation?</b></p>\n<p>The P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.</p>\n<p>Amazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.</p>\n<p>By 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:</p>\n<ul>\n <li><b>Amazon</b>: 2025 EPS of $172.30, for a P/E of<b>20.4</b>times</li>\n <li><b>Apple</b>: fiscal 2025 EPS of $6.30, for a P/E of<b>21.2</b>times</li>\n</ul>\n<p>Given enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.</p>\n<p><b>Which is the best bet?</b></p>\n<p>If Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.</p>\n<p>From the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.</p>\n<p>Clearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.</p>\n<p>First, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.</p>\n<p>This is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.</p>\n<p>Regarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.</p>\n<p>In addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.</p>\n<p><img src=\"https://static.tigerbbs.com/0e59ae6a459751303dfd48c45ae47f99\" tg-width=\"700\" tg-height=\"199\" referrerpolicy=\"no-referrer\"><i>Figure 2: AMZN gross margin vs. operating margin.</i></p>\n<p><i>Stock Rover</i></p>\n<p><b>Twitter speaks</b></p>\n<p>Fun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?</p>\n<p><img src=\"https://static.tigerbbs.com/e56ed880cf0d62550fc0ee752a46efff\" tg-width=\"568\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Stock A Better Buy Than Apple Through 2025?</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 Amazon Stock A Better Buy Than Apple Through 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198422658","content_text":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, Apple (AAPL) -Get Report and Amazon (AMZN) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.\nBut the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?\nAAPL and AMZN: same valuation?\nThe P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.\nAmazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.\nBy 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:\n\nAmazon: 2025 EPS of $172.30, for a P/E of20.4times\nApple: fiscal 2025 EPS of $6.30, for a P/E of21.2times\n\nGiven enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.\nWhich is the best bet?\nIf Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.\nFrom the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.\nClearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.\nFirst, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.\nThis is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.\nRegarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.\nIn addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.\nFigure 2: AMZN gross margin vs. operating margin.\nStock Rover\nTwitter speaks\nFun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126798031,"gmtCreate":1624583799023,"gmtModify":1631889801684,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"Hopes it continues. Long term play for me&nbsp;","listText":"Hopes it continues. Long term play for me&nbsp;","text":"Hopes it continues. Long term play for me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126798031","repostId":"2146023477","repostType":4,"repost":{"id":"2146023477","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":1624575912,"share":"https://www.laohu8.com/m/news/2146023477?lang=&edition=full","pubTime":"2021-06-25 07:05","market":"us","language":"en","title":"Nasdaq and S&P 500 end at record highs; Dow rallies","url":"https://stock-news.laohu8.com/highlight/detail?id=2146023477","media":"Reuters","summary":"June 24 (Reuters) - The Nasdaq and the S&P 500 indexes closed at record highs on Thursday, with the ","content":"<p>June 24 (Reuters) - The Nasdaq and the S&amp;P 500 indexes closed at record highs on Thursday, with the Dow also jumping almost 1% after U.S. President Joe Biden embraced a bipartisan Senate infrastructure deal.</p>\n<p>With massive fiscal stimulus helped the U.S. economy grow at a 6.4% annualized rate in the first quarter, investors have been banking on an infrastructure agreement that could steer the next leg of the recovery for the world's largest economy and fuel more stock gains.</p>\n<p>Construction and mining equipment maker Caterpillar and aerospace firm Boeing both jumped more than 2%, helping lift the Dow Jones Industrial Average.</p>\n<p>\"In the short term, I think there will be some 'buy the rumor and sell the news' in materials and industrials, but as we start to see more details come out about how the money will be spent, I think we will get a continued benefit,\" said Sal Bruno, chief investment officer at IndexIQ in New York.</p>\n<p>Fueling the S&amp;P 500's gains more than any other stock, Tesla Inc rose 3.5% after Chief Executive Officer Elon Musk said he would list SpaceX's space internet venture, Starlink, when its cash flow is reasonably predictable, adding that Tesla shareholders could get preference in investing.</p>\n<p>Mega-caps <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc each gained more than 1%, and were also among the biggest boosts to the S&amp;P 500 and the Nasdaq.</p>\n<p>Microsoft added 0.5% and ended with a market capitalization above $2 trillion for its first time.</p>\n<p>Initial claims for state unemployment benefits fell 7,000 to 411,000 for the week ended June 19, the Labor Department said on Thursday, but were still higher than the 380,000 that economists had forecast.</p>\n<p>The Commerce Department said the economy grew at a 6.4% rate last quarter, unrevised from the estimate published in May.</p>\n<p>So far this month, the S&amp;P 500 growth index has climbed almost 4%, outperforming the value index's 2% drop.</p>\n<p>The Dow Jones Industrial Average rose 0.95% to end at 34,196.82 points, while the S&amp;P 500 gained 0.58% to 4,266.49.</p>\n<p>The Nasdaq Composite climbed 0.69% to 14,369.71.</p>\n<p>Volume on U.S. exchanges was 9.2 billion shares, less than the 11.0 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 technology, healthcare and communication services sector indexes hit record highs.</p>\n<p>So far in 2021, the S&amp;P 500 has gained almost 14%, beating the Nasdaq's 11% rise.</p>\n<p>Eli Lilly and Co jumped 7.3% to a record high after the drugmaker said it would apply for the U.S. Food and Drug Administration's accelerated approval for its experimental Alzheimer's drug this year.</p>\n<p>In response, Biogen Inc , which received a controversial approval for its Alzheimer's drug aducanumab earlier this month, tumbled 6.1%.</p>\n<p>MGM Resorts International rose 2.2% after Deutsche Bank upgraded the casino operator's stock to \"buy\" from \"hold.\"</p>\n<p>Accenture Plc gained 2.1% after the IT consulting firm raised its full-year revenue forecast.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 2.44-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 105 new highs and 27 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq and S&P 500 end at record highs; Dow rallies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq and S&P 500 end at record highs; Dow rallies\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\">2021-06-25 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 24 (Reuters) - The Nasdaq and the S&amp;P 500 indexes closed at record highs on Thursday, with the Dow also jumping almost 1% after U.S. President Joe Biden embraced a bipartisan Senate infrastructure deal.</p>\n<p>With massive fiscal stimulus helped the U.S. economy grow at a 6.4% annualized rate in the first quarter, investors have been banking on an infrastructure agreement that could steer the next leg of the recovery for the world's largest economy and fuel more stock gains.</p>\n<p>Construction and mining equipment maker Caterpillar and aerospace firm Boeing both jumped more than 2%, helping lift the Dow Jones Industrial Average.</p>\n<p>\"In the short term, I think there will be some 'buy the rumor and sell the news' in materials and industrials, but as we start to see more details come out about how the money will be spent, I think we will get a continued benefit,\" said Sal Bruno, chief investment officer at IndexIQ in New York.</p>\n<p>Fueling the S&amp;P 500's gains more than any other stock, Tesla Inc rose 3.5% after Chief Executive Officer Elon Musk said he would list SpaceX's space internet venture, Starlink, when its cash flow is reasonably predictable, adding that Tesla shareholders could get preference in investing.</p>\n<p>Mega-caps <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc each gained more than 1%, and were also among the biggest boosts to the S&amp;P 500 and the Nasdaq.</p>\n<p>Microsoft added 0.5% and ended with a market capitalization above $2 trillion for its first time.</p>\n<p>Initial claims for state unemployment benefits fell 7,000 to 411,000 for the week ended June 19, the Labor Department said on Thursday, but were still higher than the 380,000 that economists had forecast.</p>\n<p>The Commerce Department said the economy grew at a 6.4% rate last quarter, unrevised from the estimate published in May.</p>\n<p>So far this month, the S&amp;P 500 growth index has climbed almost 4%, outperforming the value index's 2% drop.</p>\n<p>The Dow Jones Industrial Average rose 0.95% to end at 34,196.82 points, while the S&amp;P 500 gained 0.58% to 4,266.49.</p>\n<p>The Nasdaq Composite climbed 0.69% to 14,369.71.</p>\n<p>Volume on U.S. exchanges was 9.2 billion shares, less than the 11.0 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 technology, healthcare and communication services sector indexes hit record highs.</p>\n<p>So far in 2021, the S&amp;P 500 has gained almost 14%, beating the Nasdaq's 11% rise.</p>\n<p>Eli Lilly and Co jumped 7.3% to a record high after the drugmaker said it would apply for the U.S. Food and Drug Administration's accelerated approval for its experimental Alzheimer's drug this year.</p>\n<p>In response, Biogen Inc , which received a controversial approval for its Alzheimer's drug aducanumab earlier this month, tumbled 6.1%.</p>\n<p>MGM Resorts International rose 2.2% after Deutsche Bank upgraded the casino operator's stock to \"buy\" from \"hold.\"</p>\n<p>Accenture Plc gained 2.1% after the IT consulting firm raised its full-year revenue forecast.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 2.44-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 105 new highs and 27 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".IXIC":"NASDAQ Composite","SH":"标普500反向ETF","SPY":"标普500ETF","MSFT":"微软",".SPX":"S&P 500 Index","IVV":"标普500指数ETF","OEX":"标普100","SDS":"两倍做空标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF",".DJI":"道琼斯","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146023477","content_text":"June 24 (Reuters) - The Nasdaq and the S&P 500 indexes closed at record highs on Thursday, with the Dow also jumping almost 1% after U.S. President Joe Biden embraced a bipartisan Senate infrastructure deal.\nWith massive fiscal stimulus helped the U.S. economy grow at a 6.4% annualized rate in the first quarter, investors have been banking on an infrastructure agreement that could steer the next leg of the recovery for the world's largest economy and fuel more stock gains.\nConstruction and mining equipment maker Caterpillar and aerospace firm Boeing both jumped more than 2%, helping lift the Dow Jones Industrial Average.\n\"In the short term, I think there will be some 'buy the rumor and sell the news' in materials and industrials, but as we start to see more details come out about how the money will be spent, I think we will get a continued benefit,\" said Sal Bruno, chief investment officer at IndexIQ in New York.\nFueling the S&P 500's gains more than any other stock, Tesla Inc rose 3.5% after Chief Executive Officer Elon Musk said he would list SpaceX's space internet venture, Starlink, when its cash flow is reasonably predictable, adding that Tesla shareholders could get preference in investing.\nMega-caps PayPal and Facebook Inc each gained more than 1%, and were also among the biggest boosts to the S&P 500 and the Nasdaq.\nMicrosoft added 0.5% and ended with a market capitalization above $2 trillion for its first time.\nInitial claims for state unemployment benefits fell 7,000 to 411,000 for the week ended June 19, the Labor Department said on Thursday, but were still higher than the 380,000 that economists had forecast.\nThe Commerce Department said the economy grew at a 6.4% rate last quarter, unrevised from the estimate published in May.\nSo far this month, the S&P 500 growth index has climbed almost 4%, outperforming the value index's 2% drop.\nThe Dow Jones Industrial Average rose 0.95% to end at 34,196.82 points, while the S&P 500 gained 0.58% to 4,266.49.\nThe Nasdaq Composite climbed 0.69% to 14,369.71.\nVolume on U.S. exchanges was 9.2 billion shares, less than the 11.0 billion average over the last 20 trading days.\nThe S&P 500 technology, healthcare and communication services sector indexes hit record highs.\nSo far in 2021, the S&P 500 has gained almost 14%, beating the Nasdaq's 11% rise.\nEli Lilly and Co jumped 7.3% to a record high after the drugmaker said it would apply for the U.S. Food and Drug Administration's accelerated approval for its experimental Alzheimer's drug this year.\nIn response, Biogen Inc , which received a controversial approval for its Alzheimer's drug aducanumab earlier this month, tumbled 6.1%.\nMGM Resorts International rose 2.2% after Deutsche Bank upgraded the casino operator's stock to \"buy\" from \"hold.\"\nAccenture Plc gained 2.1% after the IT consulting firm raised its full-year revenue forecast.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 2.44-to-1 ratio favored advancers.\nThe S&P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 105 new highs and 27 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126477162,"gmtCreate":1624583416856,"gmtModify":1631889801685,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126477162","repostId":"1113369372","repostType":4,"repost":{"id":"1113369372","pubTimestamp":1624535308,"share":"https://www.laohu8.com/m/news/1113369372?lang=&edition=full","pubTime":"2021-06-24 19:48","market":"us","language":"en","title":"Eli Lilly Stock Jumps, Biogen Drops on Alzheimer's Treatment Approval","url":"https://stock-news.laohu8.com/highlight/detail?id=1113369372","media":"The Wall Street Journal","summary":"(Update: June 24, 2021 at 09:32 a.m. ET)\nEli Lilly shares jumped over 8% in morning trading after th","content":"<p><i><b>(Update: June 24, 2021 at 09:32 a.m. ET)</b></i></p>\n<p>Eli Lilly shares jumped over 8% in&nbsp;morning trading after the drug maker said it received breakthrough therapy designation for its Alzheimer's treatment from the Food and Drug Administration.</p>\n<p><img src=\"https://static.tigerbbs.com/9b4cea69bed4d928fd18195924788827\" tg-width=\"658\" tg-height=\"438\"></p>\n<p>The move is meant to expedite the development and review of the experimental treatment.</p>\n<p>Rival Biogen, whose own drug was approved earlier this month, fell over 6% in premarket trading. The FDA has faced criticism from some doctors and scientists for approving that drug.</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>Eli Lilly Stock Jumps, Biogen Drops on Alzheimer's Treatment Approval</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\">\nEli Lilly Stock Jumps, Biogen Drops on Alzheimer's Treatment Approval\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/livecoverage/stock-market-news-live-updates-062421/card/C1AeSf1mE5Wh1f1ra8mc><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Update: June 24, 2021 at 09:32 a.m. ET)\nEli Lilly shares jumped over 8% in morning trading after the drug maker said it received breakthrough therapy designation for its Alzheimer's treatment from ...</p>\n\n<a href=\"https://www.wsj.com/livecoverage/stock-market-news-live-updates-062421/card/C1AeSf1mE5Wh1f1ra8mc\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LLY":"礼来"},"source_url":"https://www.wsj.com/livecoverage/stock-market-news-live-updates-062421/card/C1AeSf1mE5Wh1f1ra8mc","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113369372","content_text":"(Update: June 24, 2021 at 09:32 a.m. ET)\nEli Lilly shares jumped over 8% in morning trading after the drug maker said it received breakthrough therapy designation for its Alzheimer's treatment from the Food and Drug Administration.\n\nThe move is meant to expedite the development and review of the experimental treatment.\nRival Biogen, whose own drug was approved earlier this month, fell over 6% in premarket trading. The FDA has faced criticism from some doctors and scientists for approving that drug.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126476799,"gmtCreate":1624583251611,"gmtModify":1631889801693,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"Sold too early:(","listText":"Sold too early:(","text":"Sold too early:(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126476799","repostId":"2145042230","repostType":4,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166645177,"gmtCreate":1624008427499,"gmtModify":1631889801693,"author":{"id":"3586773315020576","authorId":"3586773315020576","name":"HODLING","avatar":"https://static.tigerbbs.com/ba0e78d9668dfff03e39bc811f9fa61f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586773315020576","idStr":"3586773315020576"},"themes":[],"htmlText":"Sound convincing and I agree.","listText":"Sound convincing and I agree.","text":"Sound convincing and I agree.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166645177","repostId":"2144742925","repostType":4,"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":{"AAPL":"苹果","NVDA":"英伟达"},"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":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}