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Afrinbanu

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2022-02-05

[财迷]

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2022-02-05

[财迷]

Palantir: Red Flag Or Opportunity?

2022-01-24

[财迷]

抱歉，原内容已删除

2022-01-24

[财迷]

The Cloud Wars Are Heating Up, and Amazon is Primed to Thrive

2022-01-10

[财迷]

Tesla Semis Could Be Delivered To PepsiCo In Late January

2022-01-10

[财迷]

Tech Has Fallen, An Analysis Of Salesforce

2022-01-02

Possible

Could Apple's Market Cap Hit $4 Trillion in 2022?

2021-12-30

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2021-12-30

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FuelCell Energy Q4 EPS $(0.07) Misses $(0.04) Estimate, Sales $13.90M Miss $21.86M Estimate

2021-12-30

Futuristic

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2021-11-18

Great

Apple to provide parts, tools and manuals for new 'self-service repair' offering

2021-11-18

Great

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2021-11-12

Ok

S&P 500, Nasdaq stage rebound after inflation-driven sell-off

2021-11-11

$GoPro(GPRO)$stock to watch

2021-11-10

Uptrend

2021-11-10

Good

Qualcomm shares rose nearly 2% in morning trading and hit a record high

2021-11-10

Ok

Kimbal Musk cashed out $109 million of Tesla stock just before Elon's tweets whacked the share price

2021-11-09

$CapLand China T(AU8U.SI)$long term

2021-08-19

Regulations are good for the long-term

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2021-08-19

Waiting for the downturn

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The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Red Flag Or Opportunity?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630540480,"gmtCreate":1642998622750,"gmtModify":1642998622882,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630540480","repostId":"1157407942","repostType":4,"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630540246,"gmtCreate":1642998567405,"gmtModify":1642998567660,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630540246","repostId":"2205027035","repostType":4,"repost":{"id":"2205027035","kind":"highlight","pubTimestamp":1642996644,"share":"https://www.laohu8.com/m/news/2205027035?lang=&edition=full","pubTime":"2022-01-24 11:57","market":"us","language":"en","title":"The Cloud Wars Are Heating Up, and Amazon is Primed to Thrive","url":"https://stock-news.laohu8.com/highlight/detail?id=2205027035","media":"Motley Fool","summary":"Amazon stock has been practically flat for the past year. The company's growth in the cloud market may be overlooked as it helps fuel future ambitions.","content":"<html><head></head><body><p>Enterprises are increasingly relying on data to drive business decisions. One of the most critical components of data synthesis and aggregation is cloud computing, a form of server virtualization to deliver infrastructure-as-a-service (IaaS). Instead of investing heavily into capital expenditures in the form of physical servers, cloud providers allow customers more scalability because enterprises are essentially outsourcing active management of data aggregation and server maintenance. According to <b>Gartner</b>, the public cloud market is dominated by <b>Amazon </b>(NASDAQ:AMZN), <b>Microsoft </b>(NASDAQ:MSFT), and <b>Alphabet</b> (NASDAQ:GOOG)(NASDAQ:GOOGL), and Amazon is emerging as the leader. Does that positioning merit an investment in the web giant right now?</p><h2><b>AWS has proven tough to beat</b></h2><p>Through the first nine months of 2021, Amazon&#39;s cloud segment, Amazon Web Services (AWS), generated $44.4 billion of revenue while operating at a 30% margin. For <a href=\"https://laohu8.com/S/AONE.U\">one</a> point of comparison, Google Cloud contributed $13.7 billion of revenue for the first nine months of 2021 and is unprofitable, as it reported a loss of $2.2 billion.</p><p>What&#39;s even more staggering is the pace of AWS&#39;s growth. During Q3 2021, AWS generated $16.1 billion of revenue, which represented 39% year-over-year growth. Investors can see that the quarterly operating income of $4.9 billion for the AWS segment was more than Amazon&#39;s entire business combined. Amazon Web Services is arguably becoming the most important pillar of the company&#39;s ecosystem.</p><p>Despite the impressive growth of AWS and the operating leverage it&#39;s providing Amazon&#39;s business, investors may find it curious that Amazon stock has remained relatively flat over the last 12 months. Competing cloud providers Microsoft and Google witnessed 42% and 52% stock price increases over the last 12 months, compared to Amazon&#39;s 0.10%.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F661211%2Fgettyimages-1090039276.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"419\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Ambitions beyond the cloud</h2><p>Amazon has been able to reinvest the profits from its cloud business into other segments, as the company works to differentiate itself from other technology behemoths. One area that is quickly becoming an important crux of Amazon&#39;s business is digital advertising.</p><p>According to eMarketer, Amazon is expected to comprise 10.7% of the U.S. digital ad market in 2021 and grow to 12.8% by 2023. Although the uptick has been bolstered by increasing consumer reliance on digital shopping during the pandemic, one could argue that this theme will stick because Amazon&#39;s platform makes it more time-efficient and cost-effective for consumers to make purchases online versus going to a physical retail location.</p><p>The boom on the digital ad side of its business could serve as another lucrative catalyst for the company as it gains market share from Google and <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b>. On the contrary, eMarketer predicts that Google&#39;s digital ad business in the U.S. is expected to <i>decrease</i> from 28.9% in 2020 to 26.6% in 2023.</p><p>Amazon is well-positioned to benefit from enterprise investment in digital transformation. As the company gains market share over its competition, AWS&#39;s capital efficient margin profile will continue fueling additional growth drivers as the company looks to enter new industries.</p><h2>When in doubt, zoom out</h2><p>Investors and Wall Street analysts kept a close eye on Amazon during 2021 as the company significantly increased its operating expenses to combat pandemic-driven supply chain speed bumps. The effects of these increased expenses were most apparent in the company&#39;s Q3 2021 financials. For the quarter ended Sept. 30, 2021, Amazon reported operating margins of 1.3% and <i>-</i>3% for its North American and International e-commerce segments, respectively.</p><p>During times of economic uncertainty, it is important for investors to zoom out and look at the larger picture. Microsoft, Google, and Amazon all appear to be compelling investments, especially given many growth and technology stocks witnessed significant sell-offs during the final months of 2021 due to lingering concerns over inflation. Although Amazon&#39;s overall profitability profile has taken a hit due to challenges on the e-commerce side of the business, it could be argued that this is primarily a function of short-term headwinds related to wage inflation and supply chain. The growth in AWS has allowed the company to combat these near-term challenges given the strong operating profits it produces. Moreover, Amazon is able to reinvest some of these profits into other areas such as digital market, entertainment, and consumer electronics.</p><p>Amazon&#39;s business appears far more prolific than its competitors who are heavily reliant on singular products, namely hardware devices and advertising, which are also markets that Amazon competes in. As the company trades for three times trailing 12-month sales compared to Microsoft&#39;s 15 times and Alphabet&#39;s eight times, now may be a unique time for investors to consider Amazon before its next bull run.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Cloud Wars Are Heating Up, and Amazon is Primed to Thrive</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Cloud Wars Are Heating Up, and Amazon is Primed to Thrive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/23/the-cloud-wars-are-heating-up-and-amazon-is-primed/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Enterprises are increasingly relying on data to drive business decisions. One of the most critical components of data synthesis and aggregation is cloud computing, a form of server virtualization to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/23/the-cloud-wars-are-heating-up-and-amazon-is-primed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","BK4566":"资本集团","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4532":"文艺复兴科技持仓","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4561":"索罗斯持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4538":"云计算","BK4507":"流媒体概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2022/01/23/the-cloud-wars-are-heating-up-and-amazon-is-primed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205027035","content_text":"Enterprises are increasingly relying on data to drive business decisions. One of the most critical components of data synthesis and aggregation is cloud computing, a form of server virtualization to deliver infrastructure-as-a-service (IaaS). Instead of investing heavily into capital expenditures in the form of physical servers, cloud providers allow customers more scalability because enterprises are essentially outsourcing active management of data aggregation and server maintenance. According to Gartner, the public cloud market is dominated by Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Amazon is emerging as the leader. Does that positioning merit an investment in the web giant right now?AWS has proven tough to beatThrough the first nine months of 2021, Amazon's cloud segment, Amazon Web Services (AWS), generated $44.4 billion of revenue while operating at a 30% margin. For one point of comparison, Google Cloud contributed $13.7 billion of revenue for the first nine months of 2021 and is unprofitable, as it reported a loss of $2.2 billion.What's even more staggering is the pace of AWS's growth. During Q3 2021, AWS generated $16.1 billion of revenue, which represented 39% year-over-year growth. Investors can see that the quarterly operating income of $4.9 billion for the AWS segment was more than Amazon's entire business combined. Amazon Web Services is arguably becoming the most important pillar of the company's ecosystem.Despite the impressive growth of AWS and the operating leverage it's providing Amazon's business, investors may find it curious that Amazon stock has remained relatively flat over the last 12 months. Competing cloud providers Microsoft and Google witnessed 42% and 52% stock price increases over the last 12 months, compared to Amazon's 0.10%.Image source: Getty Images.Ambitions beyond the cloudAmazon has been able to reinvest the profits from its cloud business into other segments, as the company works to differentiate itself from other technology behemoths. One area that is quickly becoming an important crux of Amazon's business is digital advertising.According to eMarketer, Amazon is expected to comprise 10.7% of the U.S. digital ad market in 2021 and grow to 12.8% by 2023. Although the uptick has been bolstered by increasing consumer reliance on digital shopping during the pandemic, one could argue that this theme will stick because Amazon's platform makes it more time-efficient and cost-effective for consumers to make purchases online versus going to a physical retail location.The boom on the digital ad side of its business could serve as another lucrative catalyst for the company as it gains market share from Google and Meta Platforms. On the contrary, eMarketer predicts that Google's digital ad business in the U.S. is expected to decrease from 28.9% in 2020 to 26.6% in 2023.Amazon is well-positioned to benefit from enterprise investment in digital transformation. As the company gains market share over its competition, AWS's capital efficient margin profile will continue fueling additional growth drivers as the company looks to enter new industries.When in doubt, zoom outInvestors and Wall Street analysts kept a close eye on Amazon during 2021 as the company significantly increased its operating expenses to combat pandemic-driven supply chain speed bumps. The effects of these increased expenses were most apparent in the company's Q3 2021 financials. For the quarter ended Sept. 30, 2021, Amazon reported operating margins of 1.3% and -3% for its North American and International e-commerce segments, respectively.During times of economic uncertainty, it is important for investors to zoom out and look at the larger picture. Microsoft, Google, and Amazon all appear to be compelling investments, especially given many growth and technology stocks witnessed significant sell-offs during the final months of 2021 due to lingering concerns over inflation. Although Amazon's overall profitability profile has taken a hit due to challenges on the e-commerce side of the business, it could be argued that this is primarily a function of short-term headwinds related to wage inflation and supply chain. The growth in AWS has allowed the company to combat these near-term challenges given the strong operating profits it produces. Moreover, Amazon is able to reinvest some of these profits into other areas such as digital market, entertainment, and consumer electronics.Amazon's business appears far more prolific than its competitors who are heavily reliant on singular products, namely hardware devices and advertising, which are also markets that Amazon competes in. As the company trades for three times trailing 12-month sales compared to Microsoft's 15 times and Alphabet's eight times, now may be a unique time for investors to consider Amazon before its next bull run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694043742,"gmtCreate":1641744800188,"gmtModify":1641744800346,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694043742","repostId":"1150907621","repostType":4,"repost":{"id":"1150907621","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1641607621,"share":"https://www.laohu8.com/m/news/1150907621?lang=&edition=full","pubTime":"2022-01-08 10:07","market":"us","language":"en","title":"Tesla Semis Could Be Delivered To PepsiCo In Late January","url":"https://stock-news.laohu8.com/highlight/detail?id=1150907621","media":"Benzinga","summary":"Electric vehicle giantTesla Incsurprised investors and customers in 2021 with an announcement that the highly anticipatedTesla Semiwould be delayed. A new report shows Semi deliveries could be just ar","content":"<html><head></head><body><p>Electric vehicle giant <b>Tesla Inc</b> surprised investors and customers in 2021 with an announcement that the highly anticipated <b>Tesla Semi</b> would be delayed. A new report shows Semi deliveries could be just around the corner.</p><p><img src=\"https://static.tigerbbs.com/9e0d630cfe6e37cabddb2883f1e52636\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>What Happened:</b>A <b>Frito-Lay</b> facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.</p><p>The <b>PepsiCo, Inc.</b> facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.</p><p><b>“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”</b>Drive Tesla said.</p><p>PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.</p><p>Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO <b>Elon Musk</b> cited limited battery supply as one of the reasons for the Tesla Semi delay.</p><p>Despite the announced delays, PepsiCo CEO <b>Ramon Laguarta</b> shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.</p><p>“We are getting our first deliveries this Q4,” Laguarta said.</p><p><b>Why It’s Important:</b>The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.</p><p>The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.</p><p>Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.</p><p>Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.</p><p><b>If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.</b></p><p>Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.</p><p>Investors and analysts eagerly await more updates on the Tesla Semi.</p><p><b>TSLA Price Action:</b>Tesla shares closed lower 3.54% at $1,026.96 on Friday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Semis Could Be Delivered To PepsiCo In Late January</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Semis Could Be Delivered To PepsiCo In Late January\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-08 10:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Electric vehicle giant <b>Tesla Inc</b> surprised investors and customers in 2021 with an announcement that the highly anticipated <b>Tesla Semi</b> would be delayed. A new report shows Semi deliveries could be just around the corner.</p><p><img src=\"https://static.tigerbbs.com/9e0d630cfe6e37cabddb2883f1e52636\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>What Happened:</b>A <b>Frito-Lay</b> facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.</p><p>The <b>PepsiCo, Inc.</b> facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.</p><p><b>“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”</b>Drive Tesla said.</p><p>PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.</p><p>Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO <b>Elon Musk</b> cited limited battery supply as one of the reasons for the Tesla Semi delay.</p><p>Despite the announced delays, PepsiCo CEO <b>Ramon Laguarta</b> shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.</p><p>“We are getting our first deliveries this Q4,” Laguarta said.</p><p><b>Why It’s Important:</b>The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.</p><p>The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.</p><p>Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.</p><p>Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.</p><p><b>If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.</b></p><p>Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.</p><p>Investors and analysts eagerly await more updates on the Tesla Semi.</p><p><b>TSLA Price Action:</b>Tesla shares closed lower 3.54% at $1,026.96 on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150907621","content_text":"Electric vehicle giant Tesla Inc surprised investors and customers in 2021 with an announcement that the highly anticipated Tesla Semi would be delayed. A new report shows Semi deliveries could be just around the corner.What Happened:A Frito-Lay facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.The PepsiCo, Inc. facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”Drive Tesla said.PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO Elon Musk cited limited battery supply as one of the reasons for the Tesla Semi delay.Despite the announced delays, PepsiCo CEO Ramon Laguarta shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.“We are getting our first deliveries this Q4,” Laguarta said.Why It’s Important:The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.Investors and analysts eagerly await more updates on the Tesla Semi.TSLA Price Action:Tesla shares closed lower 3.54% at $1,026.96 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694043444,"gmtCreate":1641744730797,"gmtModify":1641744730994,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694043444","repostId":"1119680947","repostType":4,"repost":{"id":"1119680947","kind":"news","pubTimestamp":1641693213,"share":"https://www.laohu8.com/m/news/1119680947?lang=&edition=full","pubTime":"2022-01-09 09:53","market":"us","language":"en","title":"Tech Has Fallen, An Analysis Of Salesforce","url":"https://stock-news.laohu8.com/highlight/detail?id=1119680947","media":"Seeking Alpha","summary":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><b>CRM Stock Price</b></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><b>What is Salesforce</b></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p>CRM accelerated its innovation through a strong willingness to conduct M&amp;A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&amp;D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</p></body></html>","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>Tech Has Fallen, An Analysis Of Salesforce</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\">\nTech Has Fallen, An Analysis Of Salesforce\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119680947","content_text":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.Justin Sullivan/Getty Images NewsSalesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.CRM Stock PriceAmidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.What is SalesforceCRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.Earnings PresentationCustomer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.Investor PresentationCRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.Investor PresentationOn a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.Earnings PresentationLike many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.Is CRM Stock A Buy, Sell, or Hold?After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.Seeking AlphaCRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.Best of Breed Universe WatchlistIt is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692561264,"gmtCreate":1641055287554,"gmtModify":1641055287679,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Possible","listText":"Possible","text":"Possible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692561264","repostId":"2195448557","repostType":4,"repost":{"id":"2195448557","kind":"highlight","pubTimestamp":1640964603,"share":"https://www.laohu8.com/m/news/2195448557?lang=&edition=full","pubTime":"2021-12-31 23:30","market":"us","language":"en","title":"Could Apple's Market Cap Hit $4 Trillion in 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2195448557","media":"Motley Fool","summary":"As the Street wonders when Apple can break through the $3 trillion mark, investors should look even further ahead: Is a $4 trillion market cap on the horizon?","content":"<html><head></head><body><p>Shares of technology giant <b>Apple</b> (NASDAQ:AAPL) soared in 2021. As of Dec. 30, the stock had gained 34% in 2021. This put the market cap at more than $2.9 trillion.</p><p>While many recent headlines about the company have focused on its market capitalization approaching $3 trillion, investors might be wise to consider an even more bullish target: $4 trillion. Indeed, a close look at the stock suggests that a $4 trillion market cap could be within reach for the tech company in the near future -- possibly even within 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/759ce68147322ebcd7995f48e3873e6e\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>The path to $4 trillion</h2><p>A close look at Apple stock&#39;s conservative valuation and the company&#39;s broad-based momentum makes a good case for shares being undervalued today, setting the stage for a potential $4 trillion market capitalization in 2022.</p><p>The first way Apple stock could gain is simply through expansion in its valuation multiple. Some megacap stocks trade at substantially higher multiples relative to their free cash flow (FCF) than Apple does. If Apple can close the gap and command a similar premium, multiple expansion alone could help the stock rise substantially.</p><p>Consider that <b>Microsoft</b> (NASDAQ:MSFT) trades at 42 times its free cash flow. Apple, meanwhile, trades at only 31 times its FCF. Apple&#39;s stock price would have to rise 35% for its FCF valuation multiple to match Microsoft&#39;s. This alone would put the company&#39;s market capitalization at about $4 trillion.</p><p>There is actually a good case for Apple stock&#39;s valuation to see multiple expansion in the coming years: The tech giant&#39;s services business, which is a more reliable revenue source than its products, is growing as a percentage of Apple&#39;s total business. With a more predictable and reliable revenue source (that appears to still have lots of upside) increasingly driving Apple&#39;s growth, investors may start rewarding the stock with higher valuation multiples. In fiscal 2021, Apple&#39;s services revenue was 19% of revenue, up from less than 18% of revenue two years ago and 15% three years ago.</p><p>But even without this much multiple expansion, strong fundamentals could lift Apple shares meaningfully in 2022 and beyond. Consider that the company is seeing strong double-digit revenue growth recently, with record fiscal fourth-quarter revenue across every geographic and product segment. Specifically, Apple&#39;s fiscal fourth-quarter revenue came in at $83.4 billion, up from $64.7 billion in the year-ago quarter. But management estimates that revenue for the period would have been $6 billion higher if it weren&#39;t for supply constraints during the period.</p><p>Suffice to say, Apple&#39;s business is firing on all cylinders. With momentum in every geographic and product segment, it wouldn&#39;t be surprising to see double-digit growth rates in the company&#39;s revenue and free cash flow in fiscal 2022, providing solid substance for more share gains.</p><h2>Expect a bumpy ride</h2><p>While it is possible that Apple&#39;s market capitalization swells to $4 trillion before the end of 2022, there are no guarantees in investing. Even if everything goes well for Apple as a business, the stock itself could do poorly in the near term. Sometimes, for one reason or another, stocks fall in and out of favor. So even though shares appear undervalued today, the stock could fall before it rises.</p><p>And there&#39;s always a chance that Apple sees multiple <i>compression</i> instead of multiple expansion. While Apple&#39;s business fundamentals appear worthy of a Microsoft-like premium, the company&#39;s shares have usually traded at a discount to Microsoft&#39;s in terms of valuation multiples because Microsoft&#39;s business model is considered to be more sustainable and less dependent on blockbuster product hits like new iPhones. Apple notably also makes more than half of its sales from a single product: the iPhone. Its heavy reliance on a single product segment generally makes Wall Street view the stock as risker than Microsoft, which has a business primarily made up of recurring revenue from various software and services sources.</p><p>But given Apple&#39;s long history of pricing power, loyal customers, and an ability to bring to market products in entirely new categories every now and then, the tech company will likely keep succeeding -- and its market cap could march toward $4 trillion.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Apple's Market Cap Hit $4 Trillion in 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould Apple's Market Cap Hit $4 Trillion in 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/31/could-apples-market-cap-hit-4-trillion-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of technology giant Apple (NASDAQ:AAPL) soared in 2021. As of Dec. 30, the stock had gained 34% in 2021. This put the market cap at more than $2.9 trillion.While many recent headlines about the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/31/could-apples-market-cap-hit-4-trillion-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","AAPL":"苹果","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4211":"区域性银行","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4538":"云计算","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4505":"高瓴资本持仓","BK4097":"系统软件","MSFT":"微软","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4515":"5G概念","BK4516":"特朗普概念","FCF":"第一联邦金融"},"source_url":"https://www.fool.com/investing/2021/12/31/could-apples-market-cap-hit-4-trillion-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195448557","content_text":"Shares of technology giant Apple (NASDAQ:AAPL) soared in 2021. As of Dec. 30, the stock had gained 34% in 2021. This put the market cap at more than $2.9 trillion.While many recent headlines about the company have focused on its market capitalization approaching $3 trillion, investors might be wise to consider an even more bullish target: $4 trillion. Indeed, a close look at the stock suggests that a $4 trillion market cap could be within reach for the tech company in the near future -- possibly even within 2022.Image source: Getty Images.The path to $4 trillionA close look at Apple stock's conservative valuation and the company's broad-based momentum makes a good case for shares being undervalued today, setting the stage for a potential $4 trillion market capitalization in 2022.The first way Apple stock could gain is simply through expansion in its valuation multiple. Some megacap stocks trade at substantially higher multiples relative to their free cash flow (FCF) than Apple does. If Apple can close the gap and command a similar premium, multiple expansion alone could help the stock rise substantially.Consider that Microsoft (NASDAQ:MSFT) trades at 42 times its free cash flow. Apple, meanwhile, trades at only 31 times its FCF. Apple's stock price would have to rise 35% for its FCF valuation multiple to match Microsoft's. This alone would put the company's market capitalization at about $4 trillion.There is actually a good case for Apple stock's valuation to see multiple expansion in the coming years: The tech giant's services business, which is a more reliable revenue source than its products, is growing as a percentage of Apple's total business. With a more predictable and reliable revenue source (that appears to still have lots of upside) increasingly driving Apple's growth, investors may start rewarding the stock with higher valuation multiples. In fiscal 2021, Apple's services revenue was 19% of revenue, up from less than 18% of revenue two years ago and 15% three years ago.But even without this much multiple expansion, strong fundamentals could lift Apple shares meaningfully in 2022 and beyond. Consider that the company is seeing strong double-digit revenue growth recently, with record fiscal fourth-quarter revenue across every geographic and product segment. Specifically, Apple's fiscal fourth-quarter revenue came in at $83.4 billion, up from $64.7 billion in the year-ago quarter. But management estimates that revenue for the period would have been $6 billion higher if it weren't for supply constraints during the period.Suffice to say, Apple's business is firing on all cylinders. With momentum in every geographic and product segment, it wouldn't be surprising to see double-digit growth rates in the company's revenue and free cash flow in fiscal 2022, providing solid substance for more share gains.Expect a bumpy rideWhile it is possible that Apple's market capitalization swells to $4 trillion before the end of 2022, there are no guarantees in investing. Even if everything goes well for Apple as a business, the stock itself could do poorly in the near term. Sometimes, for one reason or another, stocks fall in and out of favor. So even though shares appear undervalued today, the stock could fall before it rises.And there's always a chance that Apple sees multiple compression instead of multiple expansion. While Apple's business fundamentals appear worthy of a Microsoft-like premium, the company's shares have usually traded at a discount to Microsoft's in terms of valuation multiples because Microsoft's business model is considered to be more sustainable and less dependent on blockbuster product hits like new iPhones. Apple notably also makes more than half of its sales from a single product: the iPhone. Its heavy reliance on a single product segment generally makes Wall Street view the stock as risker than Microsoft, which has a business primarily made up of recurring revenue from various software and services sources.But given Apple's long history of pricing power, loyal customers, and an ability to bring to market products in entirely new categories every now and then, the tech company will likely keep succeeding -- and its market cap could march toward $4 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692020355,"gmtCreate":1640794361726,"gmtModify":1640794361860,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692020355","repostId":"1164486666","repostType":4,"isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692067277,"gmtCreate":1640794249083,"gmtModify":1640794249225,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692067277","repostId":"2195145259","repostType":4,"repost":{"id":"2195145259","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640780412,"share":"https://www.laohu8.com/m/news/2195145259?lang=&edition=full","pubTime":"2021-12-29 20:20","market":"us","language":"en","title":"FuelCell Energy Q4 EPS $(0.07) Misses $(0.04) Estimate, Sales $13.90M Miss $21.86M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2195145259","media":"Benzinga","summary":"FuelCell Energy (NASDAQ:FCEL) reported quarterly losses of $(0.07) per share which missed the analyst consensus estimate of $(0.04) by 75 percent. This is a 12.5 percent increase over losses of $(0.08) per share from the","content":"<html><head></head><body><p>FuelCell Energy (NASDAQ:FCEL) reported quarterly losses of $(0.07) per share which missed the analyst consensus estimate of $(0.04) by 75 percent. This is a 12.5 percent increase over losses of $(0.08) per share from the same period last year.  The company reported quarterly sales of $13.90 million which missed the analyst consensus estimate of $21.86 million by 36.41 percent.  This is a 18.23 percent decrease over sales of $17.00 million the same period last year.</p><p>FuelCell Energy stock fell 6% in premarket trading.The stock once risen more than 10% previously.</p><p><img src=\"https://static.tigerbbs.com/ca8c507e937684783dfa0f6822fd7746\" tg-width=\"841\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p><b>Fourth Quarter Fiscal 2021 Financial Highlights</b><i>(All comparisons are year-over-year unless otherwise noted)</i></p><ul><li>Revenues of $13.9 million compared to $17.0 million</li><li>Loss from operations of $(22.6) million compared to $(17.1) million</li><li>Unrestricted cash and cash equivalents of $432.2 million as of October 31, 2021 compared to $149.9 million as of October 31, 2020</li><li>Backlog of $1.29 billion as of October 31, 2021 comparable to backlog as of October 31, 2020</li></ul><p><b>Fiscal Year 2021 Financial Highlights</b></p><p><i>(All comparisons are year-over-year unless otherwise noted)</i></p><ul><li>Revenues of $69.6 million compared to $70.9 million</li><li>Loss from operations of $(64.9) million compared to $(39.2) million</li><li>Net loss of $(101.0) million compared to $(89.1) million</li><li>Adjusted EBITDA of $(35.7) million compared to $(17.7) million</li></ul><p><b>FuelCell Energy, Inc. (Nasdaq: FCEL)</b>-- a global leader in fuel cell technology—with a purpose of utilizing its proprietary, state-of-the-art fuel cell platforms to enable a world empowered by clean energy—today reported financial results for its fourth fiscal quarter and fiscal year ended October 31, 2021 and key business highlights.</p><p>“We are pleased with the continued advancement throughout the year of our strategic agenda in terms of infrastructure, solutions and talent to support achieving our long-term goals. We finished fiscal year 2021 with slightly lower revenue compared to fiscal year 2020, but we continued to make important progress on our in-flight projects as well as new technology and applications under development, such as the successful demonstration of the effectiveness of our solid oxide fuel cell,” said Mr. Jason Few, President and CEO. “Since the end of fiscal year 2021, we have favorably resolved our legal proceedings with POSCO Energy Co., Ltd. and clarified our access to the Asian market. We have also advanced through commissioning our 7.4 megawatt power platform located at the U.S. Navy Submarine Base in Groton, CT and our 7.4 megawatt power platform in Yaphank, NY. And, importantly, we extended our joint development agreement with ExxonMobil Research and Engineering Company until April 30, 2022.”</p><p>“We continue to make progress against and evolve our Powerhouse Business Strategy, which we launched two years ago,” continued Mr. Few. “As we have advanced, so must our strategy, and we are evolving our strategy to now focus on the key pillars of Grow, Scale and Innovate. We are in a unique period of time where our solutions are increasingly sought after to help solve energy and environmental challenges. We are working toward accelerating the development and deployment of our platforms to position the company to capture the substantial growth opportunity we foresee for both our carbonate and solid oxide solutions.”</p><p>“This plan for growth drives the need for expanding operational capabilities and growing talent. We believe our opportunities for commercial success have increased with the resolution of our legal proceedings with POSCO Energy, which includes a commitment to order 20 fuel cell modules from us to service POSCO Energy’s existing installed base of carbonate fuel cell platforms. Lastly, I am proud to report that we have met our annualized production rate target of 45 megawatts on a single shift at our Torrington facility, up from 17 megawatts at the end of fiscal year 2020.”</p><p>“Looking forward, we are focused on executing against our existing project backlog, while simultaneously increasing our annualized production rate, repositioning our brand for the future and building the next generation sales structure,” continued Mr. Few. “We are investing in our business to enhance our capabilities across the organization and position the business to accelerate growth leveraging our current commercially-available platforms and accelerating the commercialization of our differentiated solid oxide technology delivering electrolysis, long-duration hydrogen energy storage, and hydrogen power generation given the increasing energy transition opportunities we see before us. We look forward to discussing more around our growth opportunities and initiatives as part of our investor day in March.”</p><p>Mr. Few concluded, “Fiscal year 2020 was a year in which we focused on solving our operational challenges, whereas fiscal year 2021 was defined by improved execution against our backlog, investing in the capabilities of our global team, improving platform performance, and working to take technology innovations from the laboratory to commercial deployment. As we move into fiscal year 2022, we are invigorated by our emphasis on growth, scale, innovation and execution. The initial work under our Powerhouse Business Strategy built the foundation over the past couple of years, and the addressable opportunities globally given our repositioned company have never been greater for FuelCell Energy.”</p><p><b>Consolidated Financial Metrics</b></p><p><i>In this press release, FuelCell Energy refers to various GAAP (U.S. generally accepted accounting principles) and non-GAAP financial measures. The non-GAAP financial measures may not be comparable to similarly titled measures being used and disclosed by other companies. FuelCell Energy believes that this non-GAAP information is useful to an understanding of its operating results and the ongoing performance of its business. A reconciliation of EBITDA, Adjusted EBITDA and any other non-GAAP measures is contained in the appendix to this press release.</i></p><p><img src=\"https://static.tigerbbs.com/a01c95e60eeba87d48f8d9b416557e68\" tg-width=\"1724\" tg-height=\"597\" referrerpolicy=\"no-referrer\"/></p><p>Fourth quarter revenue of $13.9 million represents a decrease of 18%, driven by a $5.6 million decrease in service agreements and license revenues discussed below.</p><ul><li><b>Service agreements and license</b>revenues decreased 102% to $(0.1) million from $5.4 million. The decrease in revenue is primarily due to the fact that there were no module exchanges during the fourth quarter of fiscal 2021. The Company also recorded a $1.0 million reduction in service revenues as a result of higher future cost estimates related to future module exchanges compared to the Company’s prior estimates, which more than offset recognized revenue in the quarter.</li><li><b>Generation</b>revenues increased 31% to $6.7 million from $5.1 million primarily due to higher operating output of the generation fleet portfolio as a result of investments in maintenance activities and an increase in the size of the fleet.</li><li><b>Advanced Technologies</b>contract revenues increased 14% to $7.3 million from $6.4 million. Advanced Technologies contract revenues recognized under the Joint Development Agreement with ExxonMobil Research and Engineering Company (“EMRE”) increased by approximately $0.4 million, reflecting continued performance under our Joint Development Agreement with EMRE during the quarter. The increase in Advanced Technologies contract revenues also reflects an increase in revenue recognized under government contracts of $0.5 million.</li></ul><p>Gross loss for the fourth fiscal quarter of 2021 totaled $(8.4) million, compared to a gross loss of $(8.0) million in the comparable prior-year quarter. The higher gross loss for the fourth fiscal quarter of 2021 was the result of impairment charges of $2.8 million related to the Company’s Toyota Project, $1.8 million related to the development cost of two projects no longer being pursued, and $0.4 million related to the Company’s Triangle Street Project, as well as cost estimate adjustments related to future module replacements which resulted in a negative margin impact of approximately $2.6 million. Partially offsetting these charges and adjustments were improved generation gross margin primarily related to an increase in revenues, a decrease in depreciation expense, and higher Advanced Technologies gross margin primarily related to the mix of funded contracts in the quarter.</p><p>Operating expenses for the fourth fiscal quarter of 2021 increased to $14.2 million from $9.1 million in the fourth fiscal quarter of 2020. Administrative and selling expenses in the fourth fiscal quarter of 2021 included higher legal expenses associated with tax equity financings and additional share-based compensation expense due to the grants made in November 2020 under our Long-Term Incentive Plan. Research and development expenses of $3.5 million during the fourth fiscal quarter of 2021 reflect increased spending on the Company’s hydrogen commercialization initiatives compared to the comparable prior year period.</p><p>Net loss was $(24.2) million in the fourth fiscal quarter of 2021, compared to net loss of $(18.9) million in the fourth fiscal quarter of 2020, due to higher operating expenses and a higher gross loss for the fourth fiscal quarter of 2021 compared to the fourth fiscal quarter of 2020. The fourth fiscal quarter of 2020 included a $2.2 million favorable adjustment for the fair value of the common stock warrants issued to the lenders under the Company’s now extinguished credit facility with Orion Energy Partners Investment Agent, LLC and its affiliated lenders (the “Orion credit facility”), and the fourth fiscal quarter of 2021 included lower interest expense as a result of the early repayment of all amounts owed under the Orion credit facility.</p><p>The net loss per share attributable to common stockholders in the fourth fiscal quarter of 2021 was $(0.07), compared to $(0.08) in the fourth fiscal quarter of 2020. The lower net loss per common share was primarily due to the higher weighted average shares outstanding due to share issuances since October 31, 2020, partially offset by the higher net loss attributable to common stockholders.</p><p>Adjusted EBITDA totaled $(11.9) million in the fourth fiscal quarter of 2021, compared to Adjusted EBITDA of $(8.6) million in the fourth fiscal quarter of 2020. Please see the discussion of non-GAAP financial measures, including EBITDA and Adjusted EBITDA, as well as applicable reconciliations in the appendix at the end of this release.</p><p><b>Cash, Restricted Cash and Financing Update</b></p><p>On June 11, 2021, the Company entered into an Open Market Sale Agreement with Jefferies LLC and Barclays Capital Inc. (the “Agents”) with respect to an at the market offering program under which the Company may, from time to time, offer and sell shares of the Company’s common stock having an aggregate offering price of up to $500 million. Pursuant to the Open Market Sale Agreement, the Company paid the Agent making each sale a commission equal to 2.0% of the aggregate gross proceeds it received from such sale by such Agent of shares under the Open Market Sale Agreement. From the date of the Open Market Sale Agreement through October 31, 2021, approximately 44.1 million shares were sold under the Open Market Sale Agreement at an average sales price of $8.56 per share, resulting in gross proceeds of $377.2 million, before deducting expenses and sales commissions. Net proceeds to the Company totaled approximately $369.7 million after deducting commissions and offering expenses totaling approximately $7.5 million. The Company plans to use the net proceeds from this offering to accelerate the development and commercialization of our Advanced Technologies products, including our solid oxide platform, for project development, for internal research and development, to invest in capacity expansion for solid oxide and carbonate fuel cell manufacturing, and for project financing, working capital support, and general corporate purposes.</p><p>Cash and cash equivalents and restricted cash and cash equivalents totaled $460.2 million as of October 31, 2021 compared to $192.1 million as of October 31, 2020. The breakdown of unrestricted and restricted cash is as follows:</p><ul><li>As of October 31, 2021, unrestricted cash and cash equivalents totaled $432.2 million, compared to $149.9 million of unrestricted cash and cash equivalents as of October 31, 2020.</li><li>As of October 31, 2021, restricted cash and cash equivalents totaled $28.0 million, of which $11.3 million was classified as current and $16.7 million was classified as non-current, compared to $42.2 million of restricted cash and cash equivalents as of October 31, 2020, of which $9.2 million was classified as current and $33.0 million was classified as non-current.</li></ul><p><b>Fiscal Year 2022 Projected Investments</b></p><p>The Company has determined, in connection with the evolution of its business strategy, that it will focus on continued investment in the Company to achieve long-term growth, rather than focusing on shorter-term financial metrics such as revenue growth and Adjusted EBITDA.</p><p>Expected expenditures in fiscal year 2022 include:</p><ul><li>Capital expenditures are expected to range between $40 million to $50 million for fiscal year 2022, compared to capital expenditures of $6.4 million in fiscal year 2021, which includes expected investments in our factories for carbonate and solid oxide production capacity expansion, the addition of test facilities for new products and components, the expansion of our laboratories and upgrades to and expansion of our business systems.</li><li>Company funded research and development activities are expected to increase to $45.0 million to $55.0 million in fiscal year 2022 (compared to approximately $11.3 million in fiscal year 2021) as we expect to accelerate commercialization of our Advanced Technologies solutions including distributed hydrogen, long duration hydrogen-based energy storage and hydrogen power generation.</li></ul></body></html>","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>FuelCell Energy Q4 EPS $(0.07) Misses $(0.04) Estimate, Sales $13.90M Miss $21.86M Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nFuelCell Energy Q4 EPS $(0.07) Misses $(0.04) Estimate, Sales $13.90M Miss $21.86M Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-29 20:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>FuelCell Energy (NASDAQ:FCEL) reported quarterly losses of $(0.07) per share which missed the analyst consensus estimate of $(0.04) by 75 percent. This is a 12.5 percent increase over losses of $(0.08) per share from the same period last year.  The company reported quarterly sales of $13.90 million which missed the analyst consensus estimate of $21.86 million by 36.41 percent.  This is a 18.23 percent decrease over sales of $17.00 million the same period last year.</p><p>FuelCell Energy stock fell 6% in premarket trading.The stock once risen more than 10% previously.</p><p><img src=\"https://static.tigerbbs.com/ca8c507e937684783dfa0f6822fd7746\" tg-width=\"841\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p><b>Fourth Quarter Fiscal 2021 Financial Highlights</b><i>(All comparisons are year-over-year unless otherwise noted)</i></p><ul><li>Revenues of $13.9 million compared to $17.0 million</li><li>Loss from operations of $(22.6) million compared to $(17.1) million</li><li>Unrestricted cash and cash equivalents of $432.2 million as of October 31, 2021 compared to $149.9 million as of October 31, 2020</li><li>Backlog of $1.29 billion as of October 31, 2021 comparable to backlog as of October 31, 2020</li></ul><p><b>Fiscal Year 2021 Financial Highlights</b></p><p><i>(All comparisons are year-over-year unless otherwise noted)</i></p><ul><li>Revenues of $69.6 million compared to $70.9 million</li><li>Loss from operations of $(64.9) million compared to $(39.2) million</li><li>Net loss of $(101.0) million compared to $(89.1) million</li><li>Adjusted EBITDA of $(35.7) million compared to $(17.7) million</li></ul><p><b>FuelCell Energy, Inc. (Nasdaq: FCEL)</b>-- a global leader in fuel cell technology—with a purpose of utilizing its proprietary, state-of-the-art fuel cell platforms to enable a world empowered by clean energy—today reported financial results for its fourth fiscal quarter and fiscal year ended October 31, 2021 and key business highlights.</p><p>“We are pleased with the continued advancement throughout the year of our strategic agenda in terms of infrastructure, solutions and talent to support achieving our long-term goals. We finished fiscal year 2021 with slightly lower revenue compared to fiscal year 2020, but we continued to make important progress on our in-flight projects as well as new technology and applications under development, such as the successful demonstration of the effectiveness of our solid oxide fuel cell,” said Mr. Jason Few, President and CEO. “Since the end of fiscal year 2021, we have favorably resolved our legal proceedings with POSCO Energy Co., Ltd. and clarified our access to the Asian market. We have also advanced through commissioning our 7.4 megawatt power platform located at the U.S. Navy Submarine Base in Groton, CT and our 7.4 megawatt power platform in Yaphank, NY. And, importantly, we extended our joint development agreement with ExxonMobil Research and Engineering Company until April 30, 2022.”</p><p>“We continue to make progress against and evolve our Powerhouse Business Strategy, which we launched two years ago,” continued Mr. Few. “As we have advanced, so must our strategy, and we are evolving our strategy to now focus on the key pillars of Grow, Scale and Innovate. We are in a unique period of time where our solutions are increasingly sought after to help solve energy and environmental challenges. We are working toward accelerating the development and deployment of our platforms to position the company to capture the substantial growth opportunity we foresee for both our carbonate and solid oxide solutions.”</p><p>“This plan for growth drives the need for expanding operational capabilities and growing talent. We believe our opportunities for commercial success have increased with the resolution of our legal proceedings with POSCO Energy, which includes a commitment to order 20 fuel cell modules from us to service POSCO Energy’s existing installed base of carbonate fuel cell platforms. Lastly, I am proud to report that we have met our annualized production rate target of 45 megawatts on a single shift at our Torrington facility, up from 17 megawatts at the end of fiscal year 2020.”</p><p>“Looking forward, we are focused on executing against our existing project backlog, while simultaneously increasing our annualized production rate, repositioning our brand for the future and building the next generation sales structure,” continued Mr. Few. “We are investing in our business to enhance our capabilities across the organization and position the business to accelerate growth leveraging our current commercially-available platforms and accelerating the commercialization of our differentiated solid oxide technology delivering electrolysis, long-duration hydrogen energy storage, and hydrogen power generation given the increasing energy transition opportunities we see before us. We look forward to discussing more around our growth opportunities and initiatives as part of our investor day in March.”</p><p>Mr. Few concluded, “Fiscal year 2020 was a year in which we focused on solving our operational challenges, whereas fiscal year 2021 was defined by improved execution against our backlog, investing in the capabilities of our global team, improving platform performance, and working to take technology innovations from the laboratory to commercial deployment. As we move into fiscal year 2022, we are invigorated by our emphasis on growth, scale, innovation and execution. The initial work under our Powerhouse Business Strategy built the foundation over the past couple of years, and the addressable opportunities globally given our repositioned company have never been greater for FuelCell Energy.”</p><p><b>Consolidated Financial Metrics</b></p><p><i>In this press release, FuelCell Energy refers to various GAAP (U.S. generally accepted accounting principles) and non-GAAP financial measures. The non-GAAP financial measures may not be comparable to similarly titled measures being used and disclosed by other companies. FuelCell Energy believes that this non-GAAP information is useful to an understanding of its operating results and the ongoing performance of its business. A reconciliation of EBITDA, Adjusted EBITDA and any other non-GAAP measures is contained in the appendix to this press release.</i></p><p><img src=\"https://static.tigerbbs.com/a01c95e60eeba87d48f8d9b416557e68\" tg-width=\"1724\" tg-height=\"597\" referrerpolicy=\"no-referrer\"/></p><p>Fourth quarter revenue of $13.9 million represents a decrease of 18%, driven by a $5.6 million decrease in service agreements and license revenues discussed below.</p><ul><li><b>Service agreements and license</b>revenues decreased 102% to $(0.1) million from $5.4 million. The decrease in revenue is primarily due to the fact that there were no module exchanges during the fourth quarter of fiscal 2021. The Company also recorded a $1.0 million reduction in service revenues as a result of higher future cost estimates related to future module exchanges compared to the Company’s prior estimates, which more than offset recognized revenue in the quarter.</li><li><b>Generation</b>revenues increased 31% to $6.7 million from $5.1 million primarily due to higher operating output of the generation fleet portfolio as a result of investments in maintenance activities and an increase in the size of the fleet.</li><li><b>Advanced Technologies</b>contract revenues increased 14% to $7.3 million from $6.4 million. Advanced Technologies contract revenues recognized under the Joint Development Agreement with ExxonMobil Research and Engineering Company (“EMRE”) increased by approximately $0.4 million, reflecting continued performance under our Joint Development Agreement with EMRE during the quarter. The increase in Advanced Technologies contract revenues also reflects an increase in revenue recognized under government contracts of $0.5 million.</li></ul><p>Gross loss for the fourth fiscal quarter of 2021 totaled $(8.4) million, compared to a gross loss of $(8.0) million in the comparable prior-year quarter. The higher gross loss for the fourth fiscal quarter of 2021 was the result of impairment charges of $2.8 million related to the Company’s Toyota Project, $1.8 million related to the development cost of two projects no longer being pursued, and $0.4 million related to the Company’s Triangle Street Project, as well as cost estimate adjustments related to future module replacements which resulted in a negative margin impact of approximately $2.6 million. Partially offsetting these charges and adjustments were improved generation gross margin primarily related to an increase in revenues, a decrease in depreciation expense, and higher Advanced Technologies gross margin primarily related to the mix of funded contracts in the quarter.</p><p>Operating expenses for the fourth fiscal quarter of 2021 increased to $14.2 million from $9.1 million in the fourth fiscal quarter of 2020. Administrative and selling expenses in the fourth fiscal quarter of 2021 included higher legal expenses associated with tax equity financings and additional share-based compensation expense due to the grants made in November 2020 under our Long-Term Incentive Plan. Research and development expenses of $3.5 million during the fourth fiscal quarter of 2021 reflect increased spending on the Company’s hydrogen commercialization initiatives compared to the comparable prior year period.</p><p>Net loss was $(24.2) million in the fourth fiscal quarter of 2021, compared to net loss of $(18.9) million in the fourth fiscal quarter of 2020, due to higher operating expenses and a higher gross loss for the fourth fiscal quarter of 2021 compared to the fourth fiscal quarter of 2020. The fourth fiscal quarter of 2020 included a $2.2 million favorable adjustment for the fair value of the common stock warrants issued to the lenders under the Company’s now extinguished credit facility with Orion Energy Partners Investment Agent, LLC and its affiliated lenders (the “Orion credit facility”), and the fourth fiscal quarter of 2021 included lower interest expense as a result of the early repayment of all amounts owed under the Orion credit facility.</p><p>The net loss per share attributable to common stockholders in the fourth fiscal quarter of 2021 was $(0.07), compared to $(0.08) in the fourth fiscal quarter of 2020. The lower net loss per common share was primarily due to the higher weighted average shares outstanding due to share issuances since October 31, 2020, partially offset by the higher net loss attributable to common stockholders.</p><p>Adjusted EBITDA totaled $(11.9) million in the fourth fiscal quarter of 2021, compared to Adjusted EBITDA of $(8.6) million in the fourth fiscal quarter of 2020. Please see the discussion of non-GAAP financial measures, including EBITDA and Adjusted EBITDA, as well as applicable reconciliations in the appendix at the end of this release.</p><p><b>Cash, Restricted Cash and Financing Update</b></p><p>On June 11, 2021, the Company entered into an Open Market Sale Agreement with Jefferies LLC and Barclays Capital Inc. (the “Agents”) with respect to an at the market offering program under which the Company may, from time to time, offer and sell shares of the Company’s common stock having an aggregate offering price of up to $500 million. Pursuant to the Open Market Sale Agreement, the Company paid the Agent making each sale a commission equal to 2.0% of the aggregate gross proceeds it received from such sale by such Agent of shares under the Open Market Sale Agreement. From the date of the Open Market Sale Agreement through October 31, 2021, approximately 44.1 million shares were sold under the Open Market Sale Agreement at an average sales price of $8.56 per share, resulting in gross proceeds of $377.2 million, before deducting expenses and sales commissions. Net proceeds to the Company totaled approximately $369.7 million after deducting commissions and offering expenses totaling approximately $7.5 million. The Company plans to use the net proceeds from this offering to accelerate the development and commercialization of our Advanced Technologies products, including our solid oxide platform, for project development, for internal research and development, to invest in capacity expansion for solid oxide and carbonate fuel cell manufacturing, and for project financing, working capital support, and general corporate purposes.</p><p>Cash and cash equivalents and restricted cash and cash equivalents totaled $460.2 million as of October 31, 2021 compared to $192.1 million as of October 31, 2020. The breakdown of unrestricted and restricted cash is as follows:</p><ul><li>As of October 31, 2021, unrestricted cash and cash equivalents totaled $432.2 million, compared to $149.9 million of unrestricted cash and cash equivalents as of October 31, 2020.</li><li>As of October 31, 2021, restricted cash and cash equivalents totaled $28.0 million, of which $11.3 million was classified as current and $16.7 million was classified as non-current, compared to $42.2 million of restricted cash and cash equivalents as of October 31, 2020, of which $9.2 million was classified as current and $33.0 million was classified as non-current.</li></ul><p><b>Fiscal Year 2022 Projected Investments</b></p><p>The Company has determined, in connection with the evolution of its business strategy, that it will focus on continued investment in the Company to achieve long-term growth, rather than focusing on shorter-term financial metrics such as revenue growth and Adjusted EBITDA.</p><p>Expected expenditures in fiscal year 2022 include:</p><ul><li>Capital expenditures are expected to range between $40 million to $50 million for fiscal year 2022, compared to capital expenditures of $6.4 million in fiscal year 2021, which includes expected investments in our factories for carbonate and solid oxide production capacity expansion, the addition of test facilities for new products and components, the expansion of our laboratories and upgrades to and expansion of our business systems.</li><li>Company funded research and development activities are expected to increase to $45.0 million to $55.0 million in fiscal year 2022 (compared to approximately $11.3 million in fiscal year 2021) as we expect to accelerate commercialization of our Advanced Technologies solutions including distributed hydrogen, long duration hydrogen-based energy storage and hydrogen power generation.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FCEL":"燃料电池能源"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195145259","content_text":"FuelCell Energy (NASDAQ:FCEL) reported quarterly losses of $(0.07) per share which missed the analyst consensus estimate of $(0.04) by 75 percent. This is a 12.5 percent increase over losses of $(0.08) per share from the same period last year.  The company reported quarterly sales of $13.90 million which missed the analyst consensus estimate of $21.86 million by 36.41 percent.  This is a 18.23 percent decrease over sales of $17.00 million the same period last year.FuelCell Energy stock fell 6% in premarket trading.The stock once risen more than 10% previously.Fourth Quarter Fiscal 2021 Financial Highlights(All comparisons are year-over-year unless otherwise noted)Revenues of $13.9 million compared to $17.0 millionLoss from operations of $(22.6) million compared to $(17.1) millionUnrestricted cash and cash equivalents of $432.2 million as of October 31, 2021 compared to $149.9 million as of October 31, 2020Backlog of $1.29 billion as of October 31, 2021 comparable to backlog as of October 31, 2020Fiscal Year 2021 Financial Highlights(All comparisons are year-over-year unless otherwise noted)Revenues of $69.6 million compared to $70.9 millionLoss from operations of $(64.9) million compared to $(39.2) millionNet loss of $(101.0) million compared to $(89.1) millionAdjusted EBITDA of $(35.7) million compared to $(17.7) millionFuelCell Energy, Inc. (Nasdaq: FCEL)-- a global leader in fuel cell technology—with a purpose of utilizing its proprietary, state-of-the-art fuel cell platforms to enable a world empowered by clean energy—today reported financial results for its fourth fiscal quarter and fiscal year ended October 31, 2021 and key business highlights.“We are pleased with the continued advancement throughout the year of our strategic agenda in terms of infrastructure, solutions and talent to support achieving our long-term goals. We finished fiscal year 2021 with slightly lower revenue compared to fiscal year 2020, but we continued to make important progress on our in-flight projects as well as new technology and applications under development, such as the successful demonstration of the effectiveness of our solid oxide fuel cell,” said Mr. Jason Few, President and CEO. “Since the end of fiscal year 2021, we have favorably resolved our legal proceedings with POSCO Energy Co., Ltd. and clarified our access to the Asian market. We have also advanced through commissioning our 7.4 megawatt power platform located at the U.S. Navy Submarine Base in Groton, CT and our 7.4 megawatt power platform in Yaphank, NY. And, importantly, we extended our joint development agreement with ExxonMobil Research and Engineering Company until April 30, 2022.”“We continue to make progress against and evolve our Powerhouse Business Strategy, which we launched two years ago,” continued Mr. Few. “As we have advanced, so must our strategy, and we are evolving our strategy to now focus on the key pillars of Grow, Scale and Innovate. We are in a unique period of time where our solutions are increasingly sought after to help solve energy and environmental challenges. We are working toward accelerating the development and deployment of our platforms to position the company to capture the substantial growth opportunity we foresee for both our carbonate and solid oxide solutions.”“This plan for growth drives the need for expanding operational capabilities and growing talent. We believe our opportunities for commercial success have increased with the resolution of our legal proceedings with POSCO Energy, which includes a commitment to order 20 fuel cell modules from us to service POSCO Energy’s existing installed base of carbonate fuel cell platforms. Lastly, I am proud to report that we have met our annualized production rate target of 45 megawatts on a single shift at our Torrington facility, up from 17 megawatts at the end of fiscal year 2020.”“Looking forward, we are focused on executing against our existing project backlog, while simultaneously increasing our annualized production rate, repositioning our brand for the future and building the next generation sales structure,” continued Mr. Few. “We are investing in our business to enhance our capabilities across the organization and position the business to accelerate growth leveraging our current commercially-available platforms and accelerating the commercialization of our differentiated solid oxide technology delivering electrolysis, long-duration hydrogen energy storage, and hydrogen power generation given the increasing energy transition opportunities we see before us. We look forward to discussing more around our growth opportunities and initiatives as part of our investor day in March.”Mr. Few concluded, “Fiscal year 2020 was a year in which we focused on solving our operational challenges, whereas fiscal year 2021 was defined by improved execution against our backlog, investing in the capabilities of our global team, improving platform performance, and working to take technology innovations from the laboratory to commercial deployment. As we move into fiscal year 2022, we are invigorated by our emphasis on growth, scale, innovation and execution. The initial work under our Powerhouse Business Strategy built the foundation over the past couple of years, and the addressable opportunities globally given our repositioned company have never been greater for FuelCell Energy.”Consolidated Financial MetricsIn this press release, FuelCell Energy refers to various GAAP (U.S. generally accepted accounting principles) and non-GAAP financial measures. The non-GAAP financial measures may not be comparable to similarly titled measures being used and disclosed by other companies. FuelCell Energy believes that this non-GAAP information is useful to an understanding of its operating results and the ongoing performance of its business. A reconciliation of EBITDA, Adjusted EBITDA and any other non-GAAP measures is contained in the appendix to this press release.Fourth quarter revenue of $13.9 million represents a decrease of 18%, driven by a $5.6 million decrease in service agreements and license revenues discussed below.Service agreements and licenserevenues decreased 102% to $(0.1) million from $5.4 million. The decrease in revenue is primarily due to the fact that there were no module exchanges during the fourth quarter of fiscal 2021. The Company also recorded a $1.0 million reduction in service revenues as a result of higher future cost estimates related to future module exchanges compared to the Company’s prior estimates, which more than offset recognized revenue in the quarter.Generationrevenues increased 31% to $6.7 million from $5.1 million primarily due to higher operating output of the generation fleet portfolio as a result of investments in maintenance activities and an increase in the size of the fleet.Advanced Technologiescontract revenues increased 14% to $7.3 million from $6.4 million. Advanced Technologies contract revenues recognized under the Joint Development Agreement with ExxonMobil Research and Engineering Company (“EMRE”) increased by approximately $0.4 million, reflecting continued performance under our Joint Development Agreement with EMRE during the quarter. The increase in Advanced Technologies contract revenues also reflects an increase in revenue recognized under government contracts of $0.5 million.Gross loss for the fourth fiscal quarter of 2021 totaled $(8.4) million, compared to a gross loss of $(8.0) million in the comparable prior-year quarter. The higher gross loss for the fourth fiscal quarter of 2021 was the result of impairment charges of $2.8 million related to the Company’s Toyota Project, $1.8 million related to the development cost of two projects no longer being pursued, and $0.4 million related to the Company’s Triangle Street Project, as well as cost estimate adjustments related to future module replacements which resulted in a negative margin impact of approximately $2.6 million. Partially offsetting these charges and adjustments were improved generation gross margin primarily related to an increase in revenues, a decrease in depreciation expense, and higher Advanced Technologies gross margin primarily related to the mix of funded contracts in the quarter.Operating expenses for the fourth fiscal quarter of 2021 increased to $14.2 million from $9.1 million in the fourth fiscal quarter of 2020. Administrative and selling expenses in the fourth fiscal quarter of 2021 included higher legal expenses associated with tax equity financings and additional share-based compensation expense due to the grants made in November 2020 under our Long-Term Incentive Plan. Research and development expenses of $3.5 million during the fourth fiscal quarter of 2021 reflect increased spending on the Company’s hydrogen commercialization initiatives compared to the comparable prior year period.Net loss was $(24.2) million in the fourth fiscal quarter of 2021, compared to net loss of $(18.9) million in the fourth fiscal quarter of 2020, due to higher operating expenses and a higher gross loss for the fourth fiscal quarter of 2021 compared to the fourth fiscal quarter of 2020. The fourth fiscal quarter of 2020 included a $2.2 million favorable adjustment for the fair value of the common stock warrants issued to the lenders under the Company’s now extinguished credit facility with Orion Energy Partners Investment Agent, LLC and its affiliated lenders (the “Orion credit facility”), and the fourth fiscal quarter of 2021 included lower interest expense as a result of the early repayment of all amounts owed under the Orion credit facility.The net loss per share attributable to common stockholders in the fourth fiscal quarter of 2021 was $(0.07), compared to $(0.08) in the fourth fiscal quarter of 2020. The lower net loss per common share was primarily due to the higher weighted average shares outstanding due to share issuances since October 31, 2020, partially offset by the higher net loss attributable to common stockholders.Adjusted EBITDA totaled $(11.9) million in the fourth fiscal quarter of 2021, compared to Adjusted EBITDA of $(8.6) million in the fourth fiscal quarter of 2020. Please see the discussion of non-GAAP financial measures, including EBITDA and Adjusted EBITDA, as well as applicable reconciliations in the appendix at the end of this release.Cash, Restricted Cash and Financing UpdateOn June 11, 2021, the Company entered into an Open Market Sale Agreement with Jefferies LLC and Barclays Capital Inc. (the “Agents”) with respect to an at the market offering program under which the Company may, from time to time, offer and sell shares of the Company’s common stock having an aggregate offering price of up to $500 million. Pursuant to the Open Market Sale Agreement, the Company paid the Agent making each sale a commission equal to 2.0% of the aggregate gross proceeds it received from such sale by such Agent of shares under the Open Market Sale Agreement. From the date of the Open Market Sale Agreement through October 31, 2021, approximately 44.1 million shares were sold under the Open Market Sale Agreement at an average sales price of $8.56 per share, resulting in gross proceeds of $377.2 million, before deducting expenses and sales commissions. Net proceeds to the Company totaled approximately $369.7 million after deducting commissions and offering expenses totaling approximately $7.5 million. The Company plans to use the net proceeds from this offering to accelerate the development and commercialization of our Advanced Technologies products, including our solid oxide platform, for project development, for internal research and development, to invest in capacity expansion for solid oxide and carbonate fuel cell manufacturing, and for project financing, working capital support, and general corporate purposes.Cash and cash equivalents and restricted cash and cash equivalents totaled $460.2 million as of October 31, 2021 compared to $192.1 million as of October 31, 2020. The breakdown of unrestricted and restricted cash is as follows:As of October 31, 2021, unrestricted cash and cash equivalents totaled $432.2 million, compared to $149.9 million of unrestricted cash and cash equivalents as of October 31, 2020.As of October 31, 2021, restricted cash and cash equivalents totaled $28.0 million, of which $11.3 million was classified as current and $16.7 million was classified as non-current, compared to $42.2 million of restricted cash and cash equivalents as of October 31, 2020, of which $9.2 million was classified as current and $33.0 million was classified as non-current.Fiscal Year 2022 Projected InvestmentsThe Company has determined, in connection with the evolution of its business strategy, that it will focus on continued investment in the Company to achieve long-term growth, rather than focusing on shorter-term financial metrics such as revenue growth and Adjusted EBITDA.Expected expenditures in fiscal year 2022 include:Capital expenditures are expected to range between $40 million to $50 million for fiscal year 2022, compared to capital expenditures of $6.4 million in fiscal year 2021, which includes expected investments in our factories for carbonate and solid oxide production capacity expansion, the addition of test facilities for new products and components, the expansion of our laboratories and upgrades to and expansion of our business systems.Company funded research and development activities are expected to increase to $45.0 million to $55.0 million in fiscal year 2022 (compared to approximately $11.3 million in fiscal year 2021) as we expect to accelerate commercialization of our Advanced Technologies solutions including distributed hydrogen, long duration hydrogen-based energy storage and hydrogen power generation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692067337,"gmtCreate":1640794194279,"gmtModify":1640794564159,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Futuristic","listText":"Futuristic","text":"Futuristic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692067337","repostId":"2195457559","repostType":4,"isVote":1,"tweetType":1,"viewCount":1373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878883977,"gmtCreate":1637165398814,"gmtModify":1637165398814,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878883977","repostId":"2184858127","repostType":2,"repost":{"id":"2184858127","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1637157720,"share":"https://www.laohu8.com/m/news/2184858127?lang=&edition=full","pubTime":"2021-11-17 22:02","market":"us","language":"en","title":"Apple to provide parts, tools and manuals for new 'self-service repair' offering","url":"https://stock-news.laohu8.com/highlight/detail?id=2184858127","media":"Dow Jones","summary":"MW Apple to provide parts, tools and manuals for new 'self-service repair' offering\n\n\n \n\n\n$(END)$ Do","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Apple to provide parts, tools and manuals for new 'self-service repair' offering\n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  November 17, 2021 09:02 ET (14:02 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple to provide parts, tools and manuals for new 'self-service repair' offering</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple to provide parts, tools and manuals for new 'self-service repair' offering\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-11-17 22:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Apple to provide parts, tools and manuals for new 'self-service repair' offering\n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  November 17, 2021 09:02 ET (14:02 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4515":"5G概念","BK4507":"流媒体概念","BK4501":"段永平概念","BK4505":"高瓴资本持仓","AAPL":"苹果"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184858127","content_text":"MW Apple to provide parts, tools and manuals for new 'self-service repair' offering\n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  November 17, 2021 09:02 ET (14:02 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878889039,"gmtCreate":1637165281755,"gmtModify":1637165281819,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878889039","repostId":"2184530058","repostType":2,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870716387,"gmtCreate":1636646835819,"gmtModify":1636646942074,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870716387","repostId":"1197591655","repostType":2,"repost":{"id":"1197591655","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636641088,"share":"https://www.laohu8.com/m/news/1197591655?lang=&edition=full","pubTime":"2021-11-11 22:31","market":"us","language":"en","title":"S&P 500, Nasdaq stage rebound after inflation-driven sell-off","url":"https://stock-news.laohu8.com/highlight/detail?id=1197591655","media":"Tiger Newspress","summary":"U.S. stocks moved higher Thursday after hot inflation data and surging bond yields sparked a sell-off in technology stocks Wednesday.The S&P 500 ticked up 0.2%. The tech-heavy Nasdaq Composite gained 0.6%. The Dow Jones Industrial Average traded in negative territory, weighed down by Disney's 8% drop.Elsewhere, however, elevated demand for electric-vehicle stocks and for shares of newly public companies showed few signs of slowing down after Rivian Automotive's  public debut. The Amazon-backed E","content":"<p>U.S. stocks moved higher Thursday after hot inflation data and surging bond yields sparked a sell-off in technology stocks Wednesday.</p>\n<p>The S&amp;P 500 ticked up 0.2%. The tech-heavy Nasdaq Composite gained 0.6%. The Dow Jones Industrial Average traded in negative territory, weighed down by&nbsp;Disney's 8% drop.</p>\n<p>With no notable economic data due out on Thursday due to the Veterans Day holiday, investors have been left to continue responding to the latest batch of mixed economic data. And meanwhile, a couple of closely watched companies missed quarterly earnings estimates, though most S&amp;P 500 companies have topped expectations throughout third-quarter earnings season to date.</p>\n<p>After market close on Wednesday, Dow-component Disney (DIS) reported disappointing sales and profits as Disney+ subscriber growth slowed more than expected. Beyond Meat (BYND) also offered a weak current-quarter revenue forecast, pointing to continued sluggishness in the plant-based meat alternative-maker's sales trends. Affirm (AFRM), however, saw shares soar in the premarket session, with the buy-now-pay-later financial technology platform topping quarterly sales expectations and unveiling an expanded payments partnership with Amazon.</p>\n<p>Elsewhere, however, elevated demand for electric-vehicle stocks and for shares of newly public companies showed few signs of slowing down after Rivian Automotive's (RIVN) public debut. The Amazon-backed EV-maker's stock closed higher by 29% from its IPO price of $78 per share on its first day trading on the Nasdaq.</p>\n<p>A greater-than-expected jump in the Bureau of Labor Statistics' Consumer Price Index was a particular source of concern for traders on Wednesday, suggesting elevated price pressures were still present across many categories. The print also overshadowed some other upbeat economic data on the labor market's recovery, as&nbsp;initial unemployment claims dipped&nbsp;to reach a fresh pandemic-era low last week.</p>\n<p>The broadest measure of consumer price changes rose by a staggering 6.2% in October compared to the prior year, representing the biggest annual rise in 31 years.</p>\n<p>\"This is certainly telling us, I think, that price pressures are more persistent. They are broader. They are not just narrowly focused on those categories, whether it's autos and the supply-constrained items. And it's going to last longer than expected,\" Matthew Luzzetti, Deutsche Bank chief U.S. economist, told Yahoo Finance Live.</p>\n<p>Importantly, stickiness in inflation also suggests that the Federal Reserve will need to step in sooner than previously anticipated to raise interest rates in order to help bring rising prices in check. Markets are&nbsp;pricing in an initial hike&nbsp;to bring rates up from their current near-zero levels by mid-2022 — but more prints showing elevated inflation could pull those expectations forward, Luzzetti added. And already, consumers' outlooks on inflation have increased considerably, with the&nbsp;New York Federal Reserve reporting this week&nbsp;that consumers' short-term inflation expectations jumped to a record high of 5.7%.</p>\n<p>\"We do think that the Fed is going to have to raise rates next year. They've signaled that they're going to taper through the middle of the year, and that's our baseline at this point,\" Luzzetti said. \"But if you continue to see price pressures like this over the coming months and more persistent, it may cause them to have to act earlier than expected.\"</p>\n<p>—</p>\n<p>9:30 a.m. ET: Stocks hug the flatline</p>\n<p>Here were the main moves in markets as of 9:30 a.m. ET:</p>\n<ul>\n <li><p><b>S&amp;P 500 (^GSPC)</b>: 4,655.17, +8.46 (+0.18%)</p></li>\n <li><p><b>Dow (^DJI)</b>: 36,000.82, -79.12 (-0.22%)</p></li>\n <li><p><b>Nasdaq (^IXIC)</b>: 15,728.25,+105.55 (+0.68%)</p></li>\n <li><p><b>Crude (CL=F)</b>: $81.61 per barrel, +$0.27 (+0.33%)</p></li>\n <li><p><b>Gold (GC=F)</b>: $<b>1,863.40 per ounce,</b>+$15.10 (+0.82%)</p></li>\n <li><p><b>10-year Treasury (^TNX)</b>: flat to yield 1.5600%</p></li>\n</ul>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500, Nasdaq stage rebound after inflation-driven sell-off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500, Nasdaq stage rebound after inflation-driven sell-off\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-11 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks moved higher Thursday after hot inflation data and surging bond yields sparked a sell-off in technology stocks Wednesday.</p>\n<p>The S&amp;P 500 ticked up 0.2%. The tech-heavy Nasdaq Composite gained 0.6%. The Dow Jones Industrial Average traded in negative territory, weighed down by&nbsp;Disney's 8% drop.</p>\n<p>With no notable economic data due out on Thursday due to the Veterans Day holiday, investors have been left to continue responding to the latest batch of mixed economic data. And meanwhile, a couple of closely watched companies missed quarterly earnings estimates, though most S&amp;P 500 companies have topped expectations throughout third-quarter earnings season to date.</p>\n<p>After market close on Wednesday, Dow-component Disney (DIS) reported disappointing sales and profits as Disney+ subscriber growth slowed more than expected. Beyond Meat (BYND) also offered a weak current-quarter revenue forecast, pointing to continued sluggishness in the plant-based meat alternative-maker's sales trends. Affirm (AFRM), however, saw shares soar in the premarket session, with the buy-now-pay-later financial technology platform topping quarterly sales expectations and unveiling an expanded payments partnership with Amazon.</p>\n<p>Elsewhere, however, elevated demand for electric-vehicle stocks and for shares of newly public companies showed few signs of slowing down after Rivian Automotive's (RIVN) public debut. The Amazon-backed EV-maker's stock closed higher by 29% from its IPO price of $78 per share on its first day trading on the Nasdaq.</p>\n<p>A greater-than-expected jump in the Bureau of Labor Statistics' Consumer Price Index was a particular source of concern for traders on Wednesday, suggesting elevated price pressures were still present across many categories. The print also overshadowed some other upbeat economic data on the labor market's recovery, as&nbsp;initial unemployment claims dipped&nbsp;to reach a fresh pandemic-era low last week.</p>\n<p>The broadest measure of consumer price changes rose by a staggering 6.2% in October compared to the prior year, representing the biggest annual rise in 31 years.</p>\n<p>\"This is certainly telling us, I think, that price pressures are more persistent. They are broader. They are not just narrowly focused on those categories, whether it's autos and the supply-constrained items. And it's going to last longer than expected,\" Matthew Luzzetti, Deutsche Bank chief U.S. economist, told Yahoo Finance Live.</p>\n<p>Importantly, stickiness in inflation also suggests that the Federal Reserve will need to step in sooner than previously anticipated to raise interest rates in order to help bring rising prices in check. Markets are&nbsp;pricing in an initial hike&nbsp;to bring rates up from their current near-zero levels by mid-2022 — but more prints showing elevated inflation could pull those expectations forward, Luzzetti added. And already, consumers' outlooks on inflation have increased considerably, with the&nbsp;New York Federal Reserve reporting this week&nbsp;that consumers' short-term inflation expectations jumped to a record high of 5.7%.</p>\n<p>\"We do think that the Fed is going to have to raise rates next year. They've signaled that they're going to taper through the middle of the year, and that's our baseline at this point,\" Luzzetti said. \"But if you continue to see price pressures like this over the coming months and more persistent, it may cause them to have to act earlier than expected.\"</p>\n<p>—</p>\n<p>9:30 a.m. ET: Stocks hug the flatline</p>\n<p>Here were the main moves in markets as of 9:30 a.m. ET:</p>\n<ul>\n <li><p><b>S&amp;P 500 (^GSPC)</b>: 4,655.17, +8.46 (+0.18%)</p></li>\n <li><p><b>Dow (^DJI)</b>: 36,000.82, -79.12 (-0.22%)</p></li>\n <li><p><b>Nasdaq (^IXIC)</b>: 15,728.25,+105.55 (+0.68%)</p></li>\n <li><p><b>Crude (CL=F)</b>: $81.61 per barrel, +$0.27 (+0.33%)</p></li>\n <li><p><b>Gold (GC=F)</b>: $<b>1,863.40 per ounce,</b>+$15.10 (+0.82%)</p></li>\n <li><p><b>10-year Treasury (^TNX)</b>: flat to yield 1.5600%</p></li>\n</ul>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197591655","content_text":"U.S. stocks moved higher Thursday after hot inflation data and surging bond yields sparked a sell-off in technology stocks Wednesday.\nThe S&P 500 ticked up 0.2%. The tech-heavy Nasdaq Composite gained 0.6%. The Dow Jones Industrial Average traded in negative territory, weighed down by Disney's 8% drop.\nWith no notable economic data due out on Thursday due to the Veterans Day holiday, investors have been left to continue responding to the latest batch of mixed economic data. And meanwhile, a couple of closely watched companies missed quarterly earnings estimates, though most S&P 500 companies have topped expectations throughout third-quarter earnings season to date.\nAfter market close on Wednesday, Dow-component Disney (DIS) reported disappointing sales and profits as Disney+ subscriber growth slowed more than expected. Beyond Meat (BYND) also offered a weak current-quarter revenue forecast, pointing to continued sluggishness in the plant-based meat alternative-maker's sales trends. Affirm (AFRM), however, saw shares soar in the premarket session, with the buy-now-pay-later financial technology platform topping quarterly sales expectations and unveiling an expanded payments partnership with Amazon.\nElsewhere, however, elevated demand for electric-vehicle stocks and for shares of newly public companies showed few signs of slowing down after Rivian Automotive's (RIVN) public debut. The Amazon-backed EV-maker's stock closed higher by 29% from its IPO price of $78 per share on its first day trading on the Nasdaq.\nA greater-than-expected jump in the Bureau of Labor Statistics' Consumer Price Index was a particular source of concern for traders on Wednesday, suggesting elevated price pressures were still present across many categories. The print also overshadowed some other upbeat economic data on the labor market's recovery, as initial unemployment claims dipped to reach a fresh pandemic-era low last week.\nThe broadest measure of consumer price changes rose by a staggering 6.2% in October compared to the prior year, representing the biggest annual rise in 31 years.\n\"This is certainly telling us, I think, that price pressures are more persistent. They are broader. They are not just narrowly focused on those categories, whether it's autos and the supply-constrained items. And it's going to last longer than expected,\" Matthew Luzzetti, Deutsche Bank chief U.S. economist, told Yahoo Finance Live.\nImportantly, stickiness in inflation also suggests that the Federal Reserve will need to step in sooner than previously anticipated to raise interest rates in order to help bring rising prices in check. Markets are pricing in an initial hike to bring rates up from their current near-zero levels by mid-2022 — but more prints showing elevated inflation could pull those expectations forward, Luzzetti added. And already, consumers' outlooks on inflation have increased considerably, with the New York Federal Reserve reporting this week that consumers' short-term inflation expectations jumped to a record high of 5.7%.\n\"We do think that the Fed is going to have to raise rates next year. They've signaled that they're going to taper through the middle of the year, and that's our baseline at this point,\" Luzzetti said. \"But if you continue to see price pressures like this over the coming months and more persistent, it may cause them to have to act earlier than expected.\"\n—\n9:30 a.m. ET: Stocks hug the flatline\nHere were the main moves in markets as of 9:30 a.m. ET:\n\nS&P 500 (^GSPC): 4,655.17, +8.46 (+0.18%)\nDow (^DJI): 36,000.82, -79.12 (-0.22%)\nNasdaq (^IXIC): 15,728.25,+105.55 (+0.68%)\nCrude (CL=F): $81.61 per barrel, +$0.27 (+0.33%)\nGold (GC=F): $1,863.40 per ounce,+$15.10 (+0.82%)\n10-year Treasury (^TNX): flat to yield 1.5600%","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870042500,"gmtCreate":1636562190835,"gmtModify":1636562190835,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GPRO\">$GoPro(GPRO)$</a>stock to watch","listText":"<a href=\"https://laohu8.com/S/GPRO\">$GoPro(GPRO)$</a>stock to watch","text":"$GoPro(GPRO)$stock to watch","images":[{"img":"https://static.tigerbbs.com/a2985604a7fce270138c63a7bfc7e444","width":"1440","height":"2828"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870042500","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847301088,"gmtCreate":1636478255692,"gmtModify":1636478255795,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Uptrend","listText":"Uptrend","text":"Uptrend","images":[{"img":"https://static.tigerbbs.com/269eac380090486d4fe7bfc4b0db4e34","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847301088","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847303144,"gmtCreate":1636478157487,"gmtModify":1636478157557,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847303144","repostId":"1192599264","repostType":4,"repost":{"id":"1192599264","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636469197,"share":"https://www.laohu8.com/m/news/1192599264?lang=&edition=full","pubTime":"2021-11-09 22:46","market":"us","language":"en","title":"Qualcomm shares rose nearly 2% in morning trading and hit a record high","url":"https://stock-news.laohu8.com/highlight/detail?id=1192599264","media":"Tiger Newspress","summary":"Qualcomm shares rose nearly 2% in morning trading and hit a record high.\nQualcomm unveiled Snapdrago","content":"<p>Qualcomm&nbsp;shares rose nearly 2% in morning&nbsp;trading and hit a record high.</p>\n<p><img src=\"https://static.tigerbbs.com/325fc14352b4f21631b4db740aa4522d\" tg-width=\"884\" tg-height=\"577\" referrerpolicy=\"no-referrer\">Qualcomm unveiled Snapdragon Spaces, a developer kit that is worn on the head and is meant to be used for creating augmented reality applications, or adding AR to existing Android applications.</p>\n<p>Snapdragon Spaces builds on Qualcomm’s existing XR1 and XR2 5G platforms, and incorporates spatial mapping and meshing, occlusion, plane detection, local anchors and persistence, and scene understanding, the chipmaker stated.</p>\n<p>In addition, the platform will incorporate expertise gained from two recent acquisitions, Qualcomm revealed. HINS SAS and its Clay AIR subsidiary bring hand tracking and gesture recognition, while Wikitude adds object and image recognition and tracking technology.</p>\n<p>Hugo Swart, Qualcomm VP and GM, XR, told reporters he foresees “head-worn AR replacing every screen that we have” as the tech evolves. “We’re going to a world where that 2D screen really disappears”, he predicted during a briefing.</p>\n<p>In forecasting a 3D fusion of the virtual and physical worlds, Swart is joined by a number of high-profile tech executives, including Microsoft CEO Satya Nadella and Facebook founder Mark Zuckerberg, who has&nbsp;renamed his company Meta&nbsp;as a reference to the metaverse.</p>\n<p><b>In the real world</b></p>\n<p>Lenovo’s ThinkReality A3 smart glasses paired with a Motorola smartphone will be the first commercial implementation of Snapdragon Spaces, Qualcomm stated. The chipmaker added Xiaomi and Oppo are also set to support Snapdragon Spaces, which is scheduled for general availability next spring.</p>\n<p>Qualcomm also named mobile network operators Deutsche Telekom, T-Mobile US and NTT DoCoMo as partners expected to tether AR glasses to smartphones, supporting&nbsp; the commercialisation of Snapdragon Spaces.</p>\n<p>“AR glasses will make a real impact for both businesses and consumers”, stated T-Mobile US president of technology Neville Ray. “But first we need to build the ecosystem of developers that will bring new applications to life and Snapdragon Spaces is a critical step in making this happen”.</p>\n<p>To build the developer ecosystem, Qualcomm is supporting many existing 3D environments, including those created by Epic Games, Unity and Niantic. This week Niantic launched a new platform called Lightship which integrates Snapdragon Spaces to enable developers to create outdoor AR experiences, the companies explained.</p>\n<p>AR developers will also gain support from Qualcomm’s Pathfinder Programme, which will provide platform technology, project funding, co-marketing and promotion, and hardware development kits for Snapdragon Spaces.</p>\n<p>Finally, the Wikitude acquisition brings more developers into Qualcomm’s orbit by delivering a community of 150,000 coders in 180 countries, the chipmaker stated.</p>\n<p>“We believe that Snapdragon Spaces addresses the developer issue of fragmentation”, stated Seiji Abe, GM of product department, NTT DoCoMo. “XR has the potential to change the current paradigm and create a new communication culture in the 5G era”.</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>Qualcomm shares rose nearly 2% in morning trading and hit a record high</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm shares rose nearly 2% in morning trading and hit a record high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-09 22:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Qualcomm&nbsp;shares rose nearly 2% in morning&nbsp;trading and hit a record high.</p>\n<p><img src=\"https://static.tigerbbs.com/325fc14352b4f21631b4db740aa4522d\" tg-width=\"884\" tg-height=\"577\" referrerpolicy=\"no-referrer\">Qualcomm unveiled Snapdragon Spaces, a developer kit that is worn on the head and is meant to be used for creating augmented reality applications, or adding AR to existing Android applications.</p>\n<p>Snapdragon Spaces builds on Qualcomm’s existing XR1 and XR2 5G platforms, and incorporates spatial mapping and meshing, occlusion, plane detection, local anchors and persistence, and scene understanding, the chipmaker stated.</p>\n<p>In addition, the platform will incorporate expertise gained from two recent acquisitions, Qualcomm revealed. HINS SAS and its Clay AIR subsidiary bring hand tracking and gesture recognition, while Wikitude adds object and image recognition and tracking technology.</p>\n<p>Hugo Swart, Qualcomm VP and GM, XR, told reporters he foresees “head-worn AR replacing every screen that we have” as the tech evolves. “We’re going to a world where that 2D screen really disappears”, he predicted during a briefing.</p>\n<p>In forecasting a 3D fusion of the virtual and physical worlds, Swart is joined by a number of high-profile tech executives, including Microsoft CEO Satya Nadella and Facebook founder Mark Zuckerberg, who has&nbsp;renamed his company Meta&nbsp;as a reference to the metaverse.</p>\n<p><b>In the real world</b></p>\n<p>Lenovo’s ThinkReality A3 smart glasses paired with a Motorola smartphone will be the first commercial implementation of Snapdragon Spaces, Qualcomm stated. The chipmaker added Xiaomi and Oppo are also set to support Snapdragon Spaces, which is scheduled for general availability next spring.</p>\n<p>Qualcomm also named mobile network operators Deutsche Telekom, T-Mobile US and NTT DoCoMo as partners expected to tether AR glasses to smartphones, supporting&nbsp; the commercialisation of Snapdragon Spaces.</p>\n<p>“AR glasses will make a real impact for both businesses and consumers”, stated T-Mobile US president of technology Neville Ray. “But first we need to build the ecosystem of developers that will bring new applications to life and Snapdragon Spaces is a critical step in making this happen”.</p>\n<p>To build the developer ecosystem, Qualcomm is supporting many existing 3D environments, including those created by Epic Games, Unity and Niantic. This week Niantic launched a new platform called Lightship which integrates Snapdragon Spaces to enable developers to create outdoor AR experiences, the companies explained.</p>\n<p>AR developers will also gain support from Qualcomm’s Pathfinder Programme, which will provide platform technology, project funding, co-marketing and promotion, and hardware development kits for Snapdragon Spaces.</p>\n<p>Finally, the Wikitude acquisition brings more developers into Qualcomm’s orbit by delivering a community of 150,000 coders in 180 countries, the chipmaker stated.</p>\n<p>“We believe that Snapdragon Spaces addresses the developer issue of fragmentation”, stated Seiji Abe, GM of product department, NTT DoCoMo. “XR has the potential to change the current paradigm and create a new communication culture in the 5G era”.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192599264","content_text":"Qualcomm shares rose nearly 2% in morning trading and hit a record high.\nQualcomm unveiled Snapdragon Spaces, a developer kit that is worn on the head and is meant to be used for creating augmented reality applications, or adding AR to existing Android applications.\nSnapdragon Spaces builds on Qualcomm’s existing XR1 and XR2 5G platforms, and incorporates spatial mapping and meshing, occlusion, plane detection, local anchors and persistence, and scene understanding, the chipmaker stated.\nIn addition, the platform will incorporate expertise gained from two recent acquisitions, Qualcomm revealed. HINS SAS and its Clay AIR subsidiary bring hand tracking and gesture recognition, while Wikitude adds object and image recognition and tracking technology.\nHugo Swart, Qualcomm VP and GM, XR, told reporters he foresees “head-worn AR replacing every screen that we have” as the tech evolves. “We’re going to a world where that 2D screen really disappears”, he predicted during a briefing.\nIn forecasting a 3D fusion of the virtual and physical worlds, Swart is joined by a number of high-profile tech executives, including Microsoft CEO Satya Nadella and Facebook founder Mark Zuckerberg, who has renamed his company Meta as a reference to the metaverse.\nIn the real world\nLenovo’s ThinkReality A3 smart glasses paired with a Motorola smartphone will be the first commercial implementation of Snapdragon Spaces, Qualcomm stated. The chipmaker added Xiaomi and Oppo are also set to support Snapdragon Spaces, which is scheduled for general availability next spring.\nQualcomm also named mobile network operators Deutsche Telekom, T-Mobile US and NTT DoCoMo as partners expected to tether AR glasses to smartphones, supporting  the commercialisation of Snapdragon Spaces.\n“AR glasses will make a real impact for both businesses and consumers”, stated T-Mobile US president of technology Neville Ray. “But first we need to build the ecosystem of developers that will bring new applications to life and Snapdragon Spaces is a critical step in making this happen”.\nTo build the developer ecosystem, Qualcomm is supporting many existing 3D environments, including those created by Epic Games, Unity and Niantic. This week Niantic launched a new platform called Lightship which integrates Snapdragon Spaces to enable developers to create outdoor AR experiences, the companies explained.\nAR developers will also gain support from Qualcomm’s Pathfinder Programme, which will provide platform technology, project funding, co-marketing and promotion, and hardware development kits for Snapdragon Spaces.\nFinally, the Wikitude acquisition brings more developers into Qualcomm’s orbit by delivering a community of 150,000 coders in 180 countries, the chipmaker stated.\n“We believe that Snapdragon Spaces addresses the developer issue of fragmentation”, stated Seiji Abe, GM of product department, NTT DoCoMo. “XR has the potential to change the current paradigm and create a new communication culture in the 5G era”.","news_type":1},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847309482,"gmtCreate":1636478091008,"gmtModify":1636478091117,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847309482","repostId":"1127189501","repostType":4,"repost":{"id":"1127189501","kind":"news","pubTimestamp":1636470995,"share":"https://www.laohu8.com/m/news/1127189501?lang=&edition=full","pubTime":"2021-11-09 23:16","market":"us","language":"en","title":"Kimbal Musk cashed out $109 million of Tesla stock just before Elon's tweets whacked the share price","url":"https://stock-news.laohu8.com/highlight/detail?id=1127189501","media":"businessinsider","summary":"Tesla board member Kimbal Musk sold around $109 million of the electric-car maker's stock shortly be","content":"<p>Tesla&nbsp;board member Kimbal Musk sold around $109 million of the electric-car maker's stock shortly before his brother Elon knocked the share price by asking Twitter if he should sell a big chunk of his holdings.</p>\n<p>Kimbal, an entrepreneur who sits on Tesla's board of directors, made a number of transactions on Friday according to a Securities and Exchange Commission&nbsp;filing.</p>\n<p>He exercised his stock options to buy 25,000 shares at just $74.17 a pop. Kimbal then sold 88,500 shares in a number of tranches at an average price of around $1,230, making him roughly $108.9 million.</p>\n<p>Elon's younger brother also donated 25,000 shares - which closed at $1,222.09 on Friday - to charity.</p>\n<p>Kimbal has not been the only director to take advantage of the Tesla's blistering rally, which has seen the stock price rise around 1,600% over the last two years.</p>\n<p>Filings&nbsp;from the end of October showed that directors Ira Ehrenpreis, Robyn Denholm and Antonio Gracias sold shares worth hundreds of millions of dollars.</p>\n<p>Tesla&nbsp;shares&nbsp;once&nbsp;fell&nbsp;nearly&nbsp;10%&nbsp;in&nbsp;morning&nbsp;trading.</p>","source":"lsy1636471102575","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>Kimbal Musk cashed out $109 million of Tesla stock just before Elon's tweets whacked the share price</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\">\nKimbal Musk cashed out $109 million of Tesla stock just before Elon's tweets whacked the share price\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/kimbal-musk-elon-tesla-stock-share-sale-twitter-poll-2021-11><strong>businessinsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla board member Kimbal Musk sold around $109 million of the electric-car maker's stock shortly before his brother Elon knocked the share price by asking Twitter if he should sell a big chunk of his...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/kimbal-musk-elon-tesla-stock-share-sale-twitter-poll-2021-11\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://markets.businessinsider.com/news/stocks/kimbal-musk-elon-tesla-stock-share-sale-twitter-poll-2021-11","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127189501","content_text":"Tesla board member Kimbal Musk sold around $109 million of the electric-car maker's stock shortly before his brother Elon knocked the share price by asking Twitter if he should sell a big chunk of his holdings.\nKimbal, an entrepreneur who sits on Tesla's board of directors, made a number of transactions on Friday according to a Securities and Exchange Commission filing.\nHe exercised his stock options to buy 25,000 shares at just $74.17 a pop. Kimbal then sold 88,500 shares in a number of tranches at an average price of around $1,230, making him roughly $108.9 million.\nElon's younger brother also donated 25,000 shares - which closed at $1,222.09 on Friday - to charity.\nKimbal has not been the only director to take advantage of the Tesla's blistering rally, which has seen the stock price rise around 1,600% over the last two years.\nFilings from the end of October showed that directors Ira Ehrenpreis, Robyn Denholm and Antonio Gracias sold shares worth hundreds of millions of dollars.\nTesla shares once fell nearly 10% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844319672,"gmtCreate":1636387810741,"gmtModify":1636387824796,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>long term","listText":"<a href=\"https://laohu8.com/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>long term","text":"$CapLand China T(AU8U.SI)$long term","images":[{"img":"https://static.tigerbbs.com/064615801fdbaf5d68b731d652c57518","width":"1440","height":"2828"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844319672","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":838312810,"gmtCreate":1629373746430,"gmtModify":1633685342129,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Regulations are good for the long-term","listText":"Regulations are good for the long-term","text":"Regulations are good for the long-term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838312810","repostId":"1139347294","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838318407,"gmtCreate":1629373611109,"gmtModify":1633685343046,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Waiting for the downturn","listText":"Waiting for the downturn","text":"Waiting for the downturn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838318407","repostId":"1147590416","repostType":4,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":870716387,"gmtCreate":1636646835819,"gmtModify":1636646942074,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870716387","repostId":"1197591655","repostType":2,"repost":{"id":"1197591655","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636641088,"share":"https://www.laohu8.com/m/news/1197591655?lang=&edition=full","pubTime":"2021-11-11 22:31","market":"us","language":"en","title":"S&P 500, Nasdaq stage rebound after inflation-driven sell-off","url":"https://stock-news.laohu8.com/highlight/detail?id=1197591655","media":"Tiger Newspress","summary":"U.S. stocks moved higher Thursday after hot inflation data and surging bond yields sparked a sell-off in technology stocks Wednesday.The S&P 500 ticked up 0.2%. The tech-heavy Nasdaq Composite gained 0.6%. The Dow Jones Industrial Average traded in negative territory, weighed down by Disney's 8% drop.Elsewhere, however, elevated demand for electric-vehicle stocks and for shares of newly public companies showed few signs of slowing down after Rivian Automotive's  public debut. The Amazon-backed E","content":"<p>U.S. stocks moved higher Thursday after hot inflation data and surging bond yields sparked a sell-off in technology stocks Wednesday.</p>\n<p>The S&amp;P 500 ticked up 0.2%. The tech-heavy Nasdaq Composite gained 0.6%. The Dow Jones Industrial Average traded in negative territory, weighed down by&nbsp;Disney's 8% drop.</p>\n<p>With no notable economic data due out on Thursday due to the Veterans Day holiday, investors have been left to continue responding to the latest batch of mixed economic data. And meanwhile, a couple of closely watched companies missed quarterly earnings estimates, though most S&amp;P 500 companies have topped expectations throughout third-quarter earnings season to date.</p>\n<p>After market close on Wednesday, Dow-component Disney (DIS) reported disappointing sales and profits as Disney+ subscriber growth slowed more than expected. Beyond Meat (BYND) also offered a weak current-quarter revenue forecast, pointing to continued sluggishness in the plant-based meat alternative-maker's sales trends. Affirm (AFRM), however, saw shares soar in the premarket session, with the buy-now-pay-later financial technology platform topping quarterly sales expectations and unveiling an expanded payments partnership with Amazon.</p>\n<p>Elsewhere, however, elevated demand for electric-vehicle stocks and for shares of newly public companies showed few signs of slowing down after Rivian Automotive's (RIVN) public debut. The Amazon-backed EV-maker's stock closed higher by 29% from its IPO price of $78 per share on its first day trading on the Nasdaq.</p>\n<p>A greater-than-expected jump in the Bureau of Labor Statistics' Consumer Price Index was a particular source of concern for traders on Wednesday, suggesting elevated price pressures were still present across many categories. The print also overshadowed some other upbeat economic data on the labor market's recovery, as&nbsp;initial unemployment claims dipped&nbsp;to reach a fresh pandemic-era low last week.</p>\n<p>The broadest measure of consumer price changes rose by a staggering 6.2% in October compared to the prior year, representing the biggest annual rise in 31 years.</p>\n<p>\"This is certainly telling us, I think, that price pressures are more persistent. They are broader. They are not just narrowly focused on those categories, whether it's autos and the supply-constrained items. And it's going to last longer than expected,\" Matthew Luzzetti, Deutsche Bank chief U.S. economist, told Yahoo Finance Live.</p>\n<p>Importantly, stickiness in inflation also suggests that the Federal Reserve will need to step in sooner than previously anticipated to raise interest rates in order to help bring rising prices in check. Markets are&nbsp;pricing in an initial hike&nbsp;to bring rates up from their current near-zero levels by mid-2022 — but more prints showing elevated inflation could pull those expectations forward, Luzzetti added. And already, consumers' outlooks on inflation have increased considerably, with the&nbsp;New York Federal Reserve reporting this week&nbsp;that consumers' short-term inflation expectations jumped to a record high of 5.7%.</p>\n<p>\"We do think that the Fed is going to have to raise rates next year. They've signaled that they're going to taper through the middle of the year, and that's our baseline at this point,\" Luzzetti said. \"But if you continue to see price pressures like this over the coming months and more persistent, it may cause them to have to act earlier than expected.\"</p>\n<p>—</p>\n<p>9:30 a.m. ET: Stocks hug the flatline</p>\n<p>Here were the main moves in markets as of 9:30 a.m. ET:</p>\n<ul>\n <li><p><b>S&amp;P 500 (^GSPC)</b>: 4,655.17, +8.46 (+0.18%)</p></li>\n <li><p><b>Dow (^DJI)</b>: 36,000.82, -79.12 (-0.22%)</p></li>\n <li><p><b>Nasdaq (^IXIC)</b>: 15,728.25,+105.55 (+0.68%)</p></li>\n <li><p><b>Crude (CL=F)</b>: $81.61 per barrel, +$0.27 (+0.33%)</p></li>\n <li><p><b>Gold (GC=F)</b>: $<b>1,863.40 per ounce,</b>+$15.10 (+0.82%)</p></li>\n <li><p><b>10-year Treasury (^TNX)</b>: flat to yield 1.5600%</p></li>\n</ul>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500, Nasdaq stage rebound after inflation-driven sell-off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500, Nasdaq stage rebound after inflation-driven sell-off\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-11 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks moved higher Thursday after hot inflation data and surging bond yields sparked a sell-off in technology stocks Wednesday.</p>\n<p>The S&amp;P 500 ticked up 0.2%. The tech-heavy Nasdaq Composite gained 0.6%. The Dow Jones Industrial Average traded in negative territory, weighed down by&nbsp;Disney's 8% drop.</p>\n<p>With no notable economic data due out on Thursday due to the Veterans Day holiday, investors have been left to continue responding to the latest batch of mixed economic data. And meanwhile, a couple of closely watched companies missed quarterly earnings estimates, though most S&amp;P 500 companies have topped expectations throughout third-quarter earnings season to date.</p>\n<p>After market close on Wednesday, Dow-component Disney (DIS) reported disappointing sales and profits as Disney+ subscriber growth slowed more than expected. Beyond Meat (BYND) also offered a weak current-quarter revenue forecast, pointing to continued sluggishness in the plant-based meat alternative-maker's sales trends. Affirm (AFRM), however, saw shares soar in the premarket session, with the buy-now-pay-later financial technology platform topping quarterly sales expectations and unveiling an expanded payments partnership with Amazon.</p>\n<p>Elsewhere, however, elevated demand for electric-vehicle stocks and for shares of newly public companies showed few signs of slowing down after Rivian Automotive's (RIVN) public debut. The Amazon-backed EV-maker's stock closed higher by 29% from its IPO price of $78 per share on its first day trading on the Nasdaq.</p>\n<p>A greater-than-expected jump in the Bureau of Labor Statistics' Consumer Price Index was a particular source of concern for traders on Wednesday, suggesting elevated price pressures were still present across many categories. The print also overshadowed some other upbeat economic data on the labor market's recovery, as&nbsp;initial unemployment claims dipped&nbsp;to reach a fresh pandemic-era low last week.</p>\n<p>The broadest measure of consumer price changes rose by a staggering 6.2% in October compared to the prior year, representing the biggest annual rise in 31 years.</p>\n<p>\"This is certainly telling us, I think, that price pressures are more persistent. They are broader. They are not just narrowly focused on those categories, whether it's autos and the supply-constrained items. And it's going to last longer than expected,\" Matthew Luzzetti, Deutsche Bank chief U.S. economist, told Yahoo Finance Live.</p>\n<p>Importantly, stickiness in inflation also suggests that the Federal Reserve will need to step in sooner than previously anticipated to raise interest rates in order to help bring rising prices in check. Markets are&nbsp;pricing in an initial hike&nbsp;to bring rates up from their current near-zero levels by mid-2022 — but more prints showing elevated inflation could pull those expectations forward, Luzzetti added. And already, consumers' outlooks on inflation have increased considerably, with the&nbsp;New York Federal Reserve reporting this week&nbsp;that consumers' short-term inflation expectations jumped to a record high of 5.7%.</p>\n<p>\"We do think that the Fed is going to have to raise rates next year. They've signaled that they're going to taper through the middle of the year, and that's our baseline at this point,\" Luzzetti said. \"But if you continue to see price pressures like this over the coming months and more persistent, it may cause them to have to act earlier than expected.\"</p>\n<p>—</p>\n<p>9:30 a.m. ET: Stocks hug the flatline</p>\n<p>Here were the main moves in markets as of 9:30 a.m. ET:</p>\n<ul>\n <li><p><b>S&amp;P 500 (^GSPC)</b>: 4,655.17, +8.46 (+0.18%)</p></li>\n <li><p><b>Dow (^DJI)</b>: 36,000.82, -79.12 (-0.22%)</p></li>\n <li><p><b>Nasdaq (^IXIC)</b>: 15,728.25,+105.55 (+0.68%)</p></li>\n <li><p><b>Crude (CL=F)</b>: $81.61 per barrel, +$0.27 (+0.33%)</p></li>\n <li><p><b>Gold (GC=F)</b>: $<b>1,863.40 per ounce,</b>+$15.10 (+0.82%)</p></li>\n <li><p><b>10-year Treasury (^TNX)</b>: flat to yield 1.5600%</p></li>\n</ul>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197591655","content_text":"U.S. stocks moved higher Thursday after hot inflation data and surging bond yields sparked a sell-off in technology stocks Wednesday.\nThe S&P 500 ticked up 0.2%. The tech-heavy Nasdaq Composite gained 0.6%. The Dow Jones Industrial Average traded in negative territory, weighed down by Disney's 8% drop.\nWith no notable economic data due out on Thursday due to the Veterans Day holiday, investors have been left to continue responding to the latest batch of mixed economic data. And meanwhile, a couple of closely watched companies missed quarterly earnings estimates, though most S&P 500 companies have topped expectations throughout third-quarter earnings season to date.\nAfter market close on Wednesday, Dow-component Disney (DIS) reported disappointing sales and profits as Disney+ subscriber growth slowed more than expected. Beyond Meat (BYND) also offered a weak current-quarter revenue forecast, pointing to continued sluggishness in the plant-based meat alternative-maker's sales trends. Affirm (AFRM), however, saw shares soar in the premarket session, with the buy-now-pay-later financial technology platform topping quarterly sales expectations and unveiling an expanded payments partnership with Amazon.\nElsewhere, however, elevated demand for electric-vehicle stocks and for shares of newly public companies showed few signs of slowing down after Rivian Automotive's (RIVN) public debut. The Amazon-backed EV-maker's stock closed higher by 29% from its IPO price of $78 per share on its first day trading on the Nasdaq.\nA greater-than-expected jump in the Bureau of Labor Statistics' Consumer Price Index was a particular source of concern for traders on Wednesday, suggesting elevated price pressures were still present across many categories. The print also overshadowed some other upbeat economic data on the labor market's recovery, as initial unemployment claims dipped to reach a fresh pandemic-era low last week.\nThe broadest measure of consumer price changes rose by a staggering 6.2% in October compared to the prior year, representing the biggest annual rise in 31 years.\n\"This is certainly telling us, I think, that price pressures are more persistent. They are broader. They are not just narrowly focused on those categories, whether it's autos and the supply-constrained items. And it's going to last longer than expected,\" Matthew Luzzetti, Deutsche Bank chief U.S. economist, told Yahoo Finance Live.\nImportantly, stickiness in inflation also suggests that the Federal Reserve will need to step in sooner than previously anticipated to raise interest rates in order to help bring rising prices in check. Markets are pricing in an initial hike to bring rates up from their current near-zero levels by mid-2022 — but more prints showing elevated inflation could pull those expectations forward, Luzzetti added. And already, consumers' outlooks on inflation have increased considerably, with the New York Federal Reserve reporting this week that consumers' short-term inflation expectations jumped to a record high of 5.7%.\n\"We do think that the Fed is going to have to raise rates next year. They've signaled that they're going to taper through the middle of the year, and that's our baseline at this point,\" Luzzetti said. \"But if you continue to see price pressures like this over the coming months and more persistent, it may cause them to have to act earlier than expected.\"\n—\n9:30 a.m. ET: Stocks hug the flatline\nHere were the main moves in markets as of 9:30 a.m. ET:\n\nS&P 500 (^GSPC): 4,655.17, +8.46 (+0.18%)\nDow (^DJI): 36,000.82, -79.12 (-0.22%)\nNasdaq (^IXIC): 15,728.25,+105.55 (+0.68%)\nCrude (CL=F): $81.61 per barrel, +$0.27 (+0.33%)\nGold (GC=F): $1,863.40 per ounce,+$15.10 (+0.82%)\n10-year Treasury (^TNX): flat to yield 1.5600%","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838312810,"gmtCreate":1629373746430,"gmtModify":1633685342129,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Regulations are good for the long-term","listText":"Regulations are good for the long-term","text":"Regulations are good for the long-term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/838312810","repostId":"1139347294","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896553148,"gmtCreate":1628595939284,"gmtModify":1633745885234,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Very useful insights","listText":"Very useful insights","text":"Very useful insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896553148","repostId":"2158765304","repostType":4,"repost":{"id":"2158765304","kind":"highlight","pubTimestamp":1628593320,"share":"https://www.laohu8.com/m/news/2158765304?lang=&edition=full","pubTime":"2021-08-10 19:02","market":"us","language":"en","title":"3 Cathie Wood Tech Stocks Down 25% That I'd Still Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2158765304","media":"Motley Fool","summary":"These three ARK Invest holdings are down 30% but have appealing long-term prospects.","content":"<p>As the founder, CEO, and lead portfolio manager for ARK Invest, Cathie Wood is <a href=\"https://laohu8.com/S/AONE.U\">one</a> busy person. Wood has excelled in each of these roles, and was named the best stock picker in 2020 by Bloomberg News. Last year, Ark's flagship <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> trounced the greater market by posting a mind-boggling 148% return.</p>\n<p>A return to the mean was always likely, and ARK Innovation is slightly in the red year to date and down 20% from highs established in February. Investors have rotated to value stocks like banks and energy, and sold disruptive technology stocks Wood favors.</p>\n<p>However, that hasn't changed Wood's long-term focus, and she's doubled down on many names. Here are three growth stocks from her portfolio down 25% (or more) from their 52-week highs that are positioned for long-term success.</p>\n<h2>Spotify's brilliant podcasting move will pay off</h2>\n<p>Shares of <b>Spotify</b> (NYSE:SPOT) are down 38% from year-to-date highs, most recently due to sluggish monthly active user growth in the second quarter. Like many of the investments in Wood's portfolio, Spotify was considered a pandemic stock and benefited from the work-from-home shift -- shares doubled in 2020. Spotify stock might have taken a breather this year, but the financials point to continued success.</p>\n<p>Spotify is well on the way to eliminating its biggest weakness. The unit economics of the music industry are difficult and competitive, particularly among Spotify's 210 million ad-supported monthly active users (MAUs) as it competes against free radio and outlets like <b>Apple</b> Music. During the second quarter, it was weakness in MAU growth that sent shares tumbling.</p>\n<p>Despite slightly missing MAU figures, Spotify continues to be effective at converting users into more lucrative paying subscribers. The company reported a 20% year-over-year increase in subscribers last quarter, at the top end of management's expectations. This helped the company post $2.75 billion in revenue, higher than analyst expectations of $2.23 billion.</p>\n<p>Much of the growth can be credited to Spotify's recent moves into podcasting. Last year Spotify signed podcaster Joe Rogan to a massive $100 million contract and followed that up this year with a $60 million deal with Alexandra Cooper of \"Call Her Daddy.\"</p>\n<p>For Spotify, podcasting packs a one-two punch: In addition to boosting subscribers, the unit economics of podcasting are more favorable than music over the long term. There's no wonder the area is red-hot with both Apple&nbsp;and <b>Netflix</b> racing to build out their capability. In the short run, they're unlikely to compete with Spotify, and it's likely Cathie Wood knows that.</p>\n<h2><a href=\"https://laohu8.com/S/Z\">Zillow</a> Group could revolutionize the homebuying process</h2>\n<p>Shares of real-estate-focused website <b>Zillow Group</b> (NASDAQ:ZG) (NASDAQ:Z) have been cut in half since February. That's a significant change in fortunes; the company advanced nearly 200% last year as the pandemic unpredictably boosted home sales and prices. The housing market is beginning to return to normal, as sales of new homes fell to a pandemic-era low in June.</p>\n<p>Despite the recent setback, Zillow remains primed for long-term growth by continuing to disrupt a trillion-dollar industry. In an era of e-commerce and on-demand transactions, the homebuying process is a relic of yesteryear. Homebuying is not only time-consuming, it's full of middlemen that can take as much as 10% of the transaction cost!</p>\n<p>Zillow started as a database but continues to move deeper into the transactional process by incorporating valuation, financing, and agent referral functionality. In 2019, the company took its most aggressive move to disrupt the market completely by launching Zillow Offers, an iBuying program through which the company transacts with homebuyers and sellers directly.</p>\n<p>The company has competition in the space from <b>Redfin</b> and <b>Opendoor Technologies</b>, but iBuying will not be a winner-take-all market, and Zillow's massive user database and history will allow the company to win significant share. iBuying could disrupt a trillion-dollar industry, and Zillow will be one of the major winners.</p>\n<h2>Etsy's acquisitions position it for geographical and Gen Z success</h2>\n<p><b>Etsy</b> (NASDAQ:ETSY) shares are down 25% from 52-week highs established in March. Like Spotify, the most recent catalyst was second-quarter earnings. Although the company beat analyst expectations for revenue and earnings, analysts were concerned with slowing user growth and forward guidance.</p>\n<p>The company guided for third-quarter revenue of $513 million at the midpoint, lower than analyst forecasts of $528 million. Additionally, new buyer growth decelerated from last-year's pandemic mania, although habitual buyers (six or more purchase days and $200 in yearly spend) continue to grow at a rapid clip.</p>\n<p>There are reasons to be excited about Etsy's path forward due to its recent acquisitions. First, the company has acquired Depop, the Gen Z-friendly apparel resale app. This category is expected to double to nearly $80 billion by 2025.</p>\n<p>Additionally, the company acquired the \"Etsy of Brazil,\" Elo7. This gives Etsy a foothold in the Latin American e-commerce market that is expected to triple in value by 2025. Investors might not like the results in the short term, but the company is positioning itself for long-term success.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Cathie Wood Tech Stocks Down 25% That I'd Still Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Cathie Wood Tech Stocks Down 25% That I'd Still Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 19:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/10/3-cathie-wood-tech-stocks-down-25-that-id-still-bu/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the founder, CEO, and lead portfolio manager for ARK Invest, Cathie Wood is one busy person. Wood has excelled in each of these roles, and was named the best stock picker in 2020 by Bloomberg News....</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/10/3-cathie-wood-tech-stocks-down-25-that-id-still-bu/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZG":"Zillow Class A","SPOT":"Spotify Technology S.A.","ETSY":"Etsy, Inc."},"source_url":"https://www.fool.com/investing/2021/08/10/3-cathie-wood-tech-stocks-down-25-that-id-still-bu/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158765304","content_text":"As the founder, CEO, and lead portfolio manager for ARK Invest, Cathie Wood is one busy person. Wood has excelled in each of these roles, and was named the best stock picker in 2020 by Bloomberg News. Last year, Ark's flagship ARK Innovation ETF trounced the greater market by posting a mind-boggling 148% return.\nA return to the mean was always likely, and ARK Innovation is slightly in the red year to date and down 20% from highs established in February. Investors have rotated to value stocks like banks and energy, and sold disruptive technology stocks Wood favors.\nHowever, that hasn't changed Wood's long-term focus, and she's doubled down on many names. Here are three growth stocks from her portfolio down 25% (or more) from their 52-week highs that are positioned for long-term success.\nSpotify's brilliant podcasting move will pay off\nShares of Spotify (NYSE:SPOT) are down 38% from year-to-date highs, most recently due to sluggish monthly active user growth in the second quarter. Like many of the investments in Wood's portfolio, Spotify was considered a pandemic stock and benefited from the work-from-home shift -- shares doubled in 2020. Spotify stock might have taken a breather this year, but the financials point to continued success.\nSpotify is well on the way to eliminating its biggest weakness. The unit economics of the music industry are difficult and competitive, particularly among Spotify's 210 million ad-supported monthly active users (MAUs) as it competes against free radio and outlets like Apple Music. During the second quarter, it was weakness in MAU growth that sent shares tumbling.\nDespite slightly missing MAU figures, Spotify continues to be effective at converting users into more lucrative paying subscribers. The company reported a 20% year-over-year increase in subscribers last quarter, at the top end of management's expectations. This helped the company post $2.75 billion in revenue, higher than analyst expectations of $2.23 billion.\nMuch of the growth can be credited to Spotify's recent moves into podcasting. Last year Spotify signed podcaster Joe Rogan to a massive $100 million contract and followed that up this year with a $60 million deal with Alexandra Cooper of \"Call Her Daddy.\"\nFor Spotify, podcasting packs a one-two punch: In addition to boosting subscribers, the unit economics of podcasting are more favorable than music over the long term. There's no wonder the area is red-hot with both Apple and Netflix racing to build out their capability. In the short run, they're unlikely to compete with Spotify, and it's likely Cathie Wood knows that.\nZillow Group could revolutionize the homebuying process\nShares of real-estate-focused website Zillow Group (NASDAQ:ZG) (NASDAQ:Z) have been cut in half since February. That's a significant change in fortunes; the company advanced nearly 200% last year as the pandemic unpredictably boosted home sales and prices. The housing market is beginning to return to normal, as sales of new homes fell to a pandemic-era low in June.\nDespite the recent setback, Zillow remains primed for long-term growth by continuing to disrupt a trillion-dollar industry. In an era of e-commerce and on-demand transactions, the homebuying process is a relic of yesteryear. Homebuying is not only time-consuming, it's full of middlemen that can take as much as 10% of the transaction cost!\nZillow started as a database but continues to move deeper into the transactional process by incorporating valuation, financing, and agent referral functionality. In 2019, the company took its most aggressive move to disrupt the market completely by launching Zillow Offers, an iBuying program through which the company transacts with homebuyers and sellers directly.\nThe company has competition in the space from Redfin and Opendoor Technologies, but iBuying will not be a winner-take-all market, and Zillow's massive user database and history will allow the company to win significant share. iBuying could disrupt a trillion-dollar industry, and Zillow will be one of the major winners.\nEtsy's acquisitions position it for geographical and Gen Z success\nEtsy (NASDAQ:ETSY) shares are down 25% from 52-week highs established in March. Like Spotify, the most recent catalyst was second-quarter earnings. Although the company beat analyst expectations for revenue and earnings, analysts were concerned with slowing user growth and forward guidance.\nThe company guided for third-quarter revenue of $513 million at the midpoint, lower than analyst forecasts of $528 million. Additionally, new buyer growth decelerated from last-year's pandemic mania, although habitual buyers (six or more purchase days and $200 in yearly spend) continue to grow at a rapid clip.\nThere are reasons to be excited about Etsy's path forward due to its recent acquisitions. First, the company has acquired Depop, the Gen Z-friendly apparel resale app. This category is expected to double to nearly $80 billion by 2025.\nAdditionally, the company acquired the \"Etsy of Brazil,\" Elo7. This gives Etsy a foothold in the Latin American e-commerce market that is expected to triple in value by 2025. Investors might not like the results in the short term, but the company is positioning itself for long-term success.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":633676596,"gmtCreate":1644052623031,"gmtModify":1644052623234,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633676596","repostId":"1196927717","repostType":4,"repost":{"id":"1196927717","kind":"news","pubTimestamp":1644033090,"share":"https://www.laohu8.com/m/news/1196927717?lang=&edition=full","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Red Flag Or Opportunity?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692067337,"gmtCreate":1640794194279,"gmtModify":1640794564159,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Futuristic","listText":"Futuristic","text":"Futuristic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692067337","repostId":"2195457559","repostType":4,"repost":{"id":"2195457559","kind":"highlight","pubTimestamp":1640786895,"share":"https://www.laohu8.com/m/news/2195457559?lang=&edition=full","pubTime":"2021-12-29 22:08","market":"us","language":"en","title":"Could Tesla Stock Soar to $1,800?","url":"https://stock-news.laohu8.com/highlight/detail?id=2195457559","media":"Motley Fool","summary":"The growth stock skyrocketed in 2021. Can it surge even higher in 2022?","content":"<html><head></head><body><p><b>Wedbush</b> analyst Dan Ives released a bullish note on <b>Tesla</b> (NASDAQ:TSLA) stock on Tuesday morning. In commentary to support his 12-month price target of $1,400 for the company&#39;s shares, he said there are several catalysts that could drive the growth stock significantly higher next year. Highlighting just how well the analyst thinks things could go for the company in a best-case scenario, his most bullish case for the stock calls for an enormous 12-month price target of $1,800, representing about 65% upside from where the stock is trading today.</p><p>The analyst&#39;s optimism for the stock is impressive -- especially considering that the stock is already on a roll. In 2021, Tesla shares have risen a total of 55%. Furthermore, even the analyst&#39;s more cautious 12-month price target of $1,400 translates to 28% upside from here.</p><p>Here&#39;s a look at why the analyst is so upbeat about Tesla shares -- and why he could be onto something.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af9e9a03e688a635e7ee0852834671d3\" tg-width=\"700\" tg-height=\"420\" width=\"100%\" height=\"auto\"/><span>Model Y. Image source: Tesla.https://www.tesla.com/tesla-gallery</span></p><h2>Major catalysts for Tesla stock</h2><p>In Ives&#39; note to investors this week, he cited several major catalysts that could drive Tesla shares higher, including sales momentum in China, margin expansion, and new factories coming online.</p><p>One of the biggest drivers for Tesla&#39;s growth recently has been the China market. In 2020, for instance, revenue from Tesla products (mainly vehicle deliveries) in the important market was approximately $6.7 billion -- more than doubling from about $3.0 billion in 2019 and less than $1.8 billion in 2018.</p><p>Highlighting how important the market has become for Tesla, its sales in China accounted for 21% of its total revenue in 2020. In 2021, this percentage should swell even more as Tesla has been ramping up production at its factory in China. Looking to 2022, Ives predicts that deliveries in the market could grow to represent 40% of total deliveries.</p><p>Looking beyond China, Ives thinks the electric car company&#39;s new factories in Germany and Texas will also drive sharp sales growth. Tesla currently has demand that outstrips supply, and new production capacity from these factories will help alleviate production constraints and help production and sales soar. Specifically, the analyst thinks Tesla&#39;s annualized production run rate can increase from about <a href=\"https://laohu8.com/S/AONE.U\">one</a> million units today to two million units by the end of 2022.</p><p>Combining economies of scale benefits with the ramp-up of the higher-priced Model S and Model X production and sales since the two vehicles&#39; recent design overhauls, Wedbush also expects the company&#39;s gross profit margin profile to improve significantly over the next year to year and a half. Growing sales of higher-priced, higher-margin vehicles could be key to this margin expansion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08e769c2d92397bfa34e2a502c09a26b\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Tesla factory. Image source: The Motley Fool.</span></p><h2>Tesla&#39;s spectacular business execution could continue</h2><p>To investors who don&#39;t follow Tesla closely, it may seem like a stretch for the company to increase production capacity so significantly over the next year as it capitalizes on its enormous demand. But Tesla has a history of impressive execution -- particularly when it comes to growing its production capacity. Indeed, Tesla&#39;s factory in China ramped up production significantly faster than its factory in California did, and management has hinted that production may ramp up even faster at its newest factories in Germany and Texas.</p><p>While investors shouldn&#39;t count on Tesla stock soaring to $1,800 or $1,400 within the next year, Ives does bring up some good points that make a compelling case for owning this stock over the long haul.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Tesla Stock Soar to $1,800?</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\">\nCould Tesla Stock Soar to $1,800?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/29/could-tesla-stock-soar-to-1800/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush analyst Dan Ives released a bullish note on Tesla (NASDAQ:TSLA) stock on Tuesday morning. In commentary to support his 12-month price target of $1,400 for the company's shares, he said there ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/29/could-tesla-stock-soar-to-1800/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4555":"新能源车"},"source_url":"https://www.fool.com/investing/2021/12/29/could-tesla-stock-soar-to-1800/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195457559","content_text":"Wedbush analyst Dan Ives released a bullish note on Tesla (NASDAQ:TSLA) stock on Tuesday morning. In commentary to support his 12-month price target of $1,400 for the company's shares, he said there are several catalysts that could drive the growth stock significantly higher next year. Highlighting just how well the analyst thinks things could go for the company in a best-case scenario, his most bullish case for the stock calls for an enormous 12-month price target of $1,800, representing about 65% upside from where the stock is trading today.The analyst's optimism for the stock is impressive -- especially considering that the stock is already on a roll. In 2021, Tesla shares have risen a total of 55%. Furthermore, even the analyst's more cautious 12-month price target of $1,400 translates to 28% upside from here.Here's a look at why the analyst is so upbeat about Tesla shares -- and why he could be onto something.Model Y. Image source: Tesla.https://www.tesla.com/tesla-galleryMajor catalysts for Tesla stockIn Ives' note to investors this week, he cited several major catalysts that could drive Tesla shares higher, including sales momentum in China, margin expansion, and new factories coming online.One of the biggest drivers for Tesla's growth recently has been the China market. In 2020, for instance, revenue from Tesla products (mainly vehicle deliveries) in the important market was approximately $6.7 billion -- more than doubling from about $3.0 billion in 2019 and less than $1.8 billion in 2018.Highlighting how important the market has become for Tesla, its sales in China accounted for 21% of its total revenue in 2020. In 2021, this percentage should swell even more as Tesla has been ramping up production at its factory in China. Looking to 2022, Ives predicts that deliveries in the market could grow to represent 40% of total deliveries.Looking beyond China, Ives thinks the electric car company's new factories in Germany and Texas will also drive sharp sales growth. Tesla currently has demand that outstrips supply, and new production capacity from these factories will help alleviate production constraints and help production and sales soar. Specifically, the analyst thinks Tesla's annualized production run rate can increase from about one million units today to two million units by the end of 2022.Combining economies of scale benefits with the ramp-up of the higher-priced Model S and Model X production and sales since the two vehicles' recent design overhauls, Wedbush also expects the company's gross profit margin profile to improve significantly over the next year to year and a half. Growing sales of higher-priced, higher-margin vehicles could be key to this margin expansion.Tesla factory. Image source: The Motley Fool.Tesla's spectacular business execution could continueTo investors who don't follow Tesla closely, it may seem like a stretch for the company to increase production capacity so significantly over the next year as it capitalizes on its enormous demand. But Tesla has a history of impressive execution -- particularly when it comes to growing its production capacity. Indeed, Tesla's factory in China ramped up production significantly faster than its factory in California did, and management has hinted that production may ramp up even faster at its newest factories in Germany and Texas.While investors shouldn't count on Tesla stock soaring to $1,800 or $1,400 within the next year, Ives does bring up some good points that make a compelling case for owning this stock over the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847303144,"gmtCreate":1636478157487,"gmtModify":1636478157557,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847303144","repostId":"1192599264","repostType":4,"repost":{"id":"1192599264","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636469197,"share":"https://www.laohu8.com/m/news/1192599264?lang=&edition=full","pubTime":"2021-11-09 22:46","market":"us","language":"en","title":"Qualcomm shares rose nearly 2% in morning trading and hit a record high","url":"https://stock-news.laohu8.com/highlight/detail?id=1192599264","media":"Tiger Newspress","summary":"Qualcomm shares rose nearly 2% in morning trading and hit a record high.\nQualcomm unveiled Snapdrago","content":"<p>Qualcomm&nbsp;shares rose nearly 2% in morning&nbsp;trading and hit a record high.</p>\n<p><img src=\"https://static.tigerbbs.com/325fc14352b4f21631b4db740aa4522d\" tg-width=\"884\" tg-height=\"577\" referrerpolicy=\"no-referrer\">Qualcomm unveiled Snapdragon Spaces, a developer kit that is worn on the head and is meant to be used for creating augmented reality applications, or adding AR to existing Android applications.</p>\n<p>Snapdragon Spaces builds on Qualcomm’s existing XR1 and XR2 5G platforms, and incorporates spatial mapping and meshing, occlusion, plane detection, local anchors and persistence, and scene understanding, the chipmaker stated.</p>\n<p>In addition, the platform will incorporate expertise gained from two recent acquisitions, Qualcomm revealed. HINS SAS and its Clay AIR subsidiary bring hand tracking and gesture recognition, while Wikitude adds object and image recognition and tracking technology.</p>\n<p>Hugo Swart, Qualcomm VP and GM, XR, told reporters he foresees “head-worn AR replacing every screen that we have” as the tech evolves. “We’re going to a world where that 2D screen really disappears”, he predicted during a briefing.</p>\n<p>In forecasting a 3D fusion of the virtual and physical worlds, Swart is joined by a number of high-profile tech executives, including Microsoft CEO Satya Nadella and Facebook founder Mark Zuckerberg, who has&nbsp;renamed his company Meta&nbsp;as a reference to the metaverse.</p>\n<p><b>In the real world</b></p>\n<p>Lenovo’s ThinkReality A3 smart glasses paired with a Motorola smartphone will be the first commercial implementation of Snapdragon Spaces, Qualcomm stated. The chipmaker added Xiaomi and Oppo are also set to support Snapdragon Spaces, which is scheduled for general availability next spring.</p>\n<p>Qualcomm also named mobile network operators Deutsche Telekom, T-Mobile US and NTT DoCoMo as partners expected to tether AR glasses to smartphones, supporting&nbsp; the commercialisation of Snapdragon Spaces.</p>\n<p>“AR glasses will make a real impact for both businesses and consumers”, stated T-Mobile US president of technology Neville Ray. “But first we need to build the ecosystem of developers that will bring new applications to life and Snapdragon Spaces is a critical step in making this happen”.</p>\n<p>To build the developer ecosystem, Qualcomm is supporting many existing 3D environments, including those created by Epic Games, Unity and Niantic. This week Niantic launched a new platform called Lightship which integrates Snapdragon Spaces to enable developers to create outdoor AR experiences, the companies explained.</p>\n<p>AR developers will also gain support from Qualcomm’s Pathfinder Programme, which will provide platform technology, project funding, co-marketing and promotion, and hardware development kits for Snapdragon Spaces.</p>\n<p>Finally, the Wikitude acquisition brings more developers into Qualcomm’s orbit by delivering a community of 150,000 coders in 180 countries, the chipmaker stated.</p>\n<p>“We believe that Snapdragon Spaces addresses the developer issue of fragmentation”, stated Seiji Abe, GM of product department, NTT DoCoMo. “XR has the potential to change the current paradigm and create a new communication culture in the 5G era”.</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>Qualcomm shares rose nearly 2% in morning trading and hit a record high</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm shares rose nearly 2% in morning trading and hit a record high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-09 22:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Qualcomm&nbsp;shares rose nearly 2% in morning&nbsp;trading and hit a record high.</p>\n<p><img src=\"https://static.tigerbbs.com/325fc14352b4f21631b4db740aa4522d\" tg-width=\"884\" tg-height=\"577\" referrerpolicy=\"no-referrer\">Qualcomm unveiled Snapdragon Spaces, a developer kit that is worn on the head and is meant to be used for creating augmented reality applications, or adding AR to existing Android applications.</p>\n<p>Snapdragon Spaces builds on Qualcomm’s existing XR1 and XR2 5G platforms, and incorporates spatial mapping and meshing, occlusion, plane detection, local anchors and persistence, and scene understanding, the chipmaker stated.</p>\n<p>In addition, the platform will incorporate expertise gained from two recent acquisitions, Qualcomm revealed. HINS SAS and its Clay AIR subsidiary bring hand tracking and gesture recognition, while Wikitude adds object and image recognition and tracking technology.</p>\n<p>Hugo Swart, Qualcomm VP and GM, XR, told reporters he foresees “head-worn AR replacing every screen that we have” as the tech evolves. “We’re going to a world where that 2D screen really disappears”, he predicted during a briefing.</p>\n<p>In forecasting a 3D fusion of the virtual and physical worlds, Swart is joined by a number of high-profile tech executives, including Microsoft CEO Satya Nadella and Facebook founder Mark Zuckerberg, who has&nbsp;renamed his company Meta&nbsp;as a reference to the metaverse.</p>\n<p><b>In the real world</b></p>\n<p>Lenovo’s ThinkReality A3 smart glasses paired with a Motorola smartphone will be the first commercial implementation of Snapdragon Spaces, Qualcomm stated. The chipmaker added Xiaomi and Oppo are also set to support Snapdragon Spaces, which is scheduled for general availability next spring.</p>\n<p>Qualcomm also named mobile network operators Deutsche Telekom, T-Mobile US and NTT DoCoMo as partners expected to tether AR glasses to smartphones, supporting&nbsp; the commercialisation of Snapdragon Spaces.</p>\n<p>“AR glasses will make a real impact for both businesses and consumers”, stated T-Mobile US president of technology Neville Ray. “But first we need to build the ecosystem of developers that will bring new applications to life and Snapdragon Spaces is a critical step in making this happen”.</p>\n<p>To build the developer ecosystem, Qualcomm is supporting many existing 3D environments, including those created by Epic Games, Unity and Niantic. This week Niantic launched a new platform called Lightship which integrates Snapdragon Spaces to enable developers to create outdoor AR experiences, the companies explained.</p>\n<p>AR developers will also gain support from Qualcomm’s Pathfinder Programme, which will provide platform technology, project funding, co-marketing and promotion, and hardware development kits for Snapdragon Spaces.</p>\n<p>Finally, the Wikitude acquisition brings more developers into Qualcomm’s orbit by delivering a community of 150,000 coders in 180 countries, the chipmaker stated.</p>\n<p>“We believe that Snapdragon Spaces addresses the developer issue of fragmentation”, stated Seiji Abe, GM of product department, NTT DoCoMo. “XR has the potential to change the current paradigm and create a new communication culture in the 5G era”.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192599264","content_text":"Qualcomm shares rose nearly 2% in morning trading and hit a record high.\nQualcomm unveiled Snapdragon Spaces, a developer kit that is worn on the head and is meant to be used for creating augmented reality applications, or adding AR to existing Android applications.\nSnapdragon Spaces builds on Qualcomm’s existing XR1 and XR2 5G platforms, and incorporates spatial mapping and meshing, occlusion, plane detection, local anchors and persistence, and scene understanding, the chipmaker stated.\nIn addition, the platform will incorporate expertise gained from two recent acquisitions, Qualcomm revealed. HINS SAS and its Clay AIR subsidiary bring hand tracking and gesture recognition, while Wikitude adds object and image recognition and tracking technology.\nHugo Swart, Qualcomm VP and GM, XR, told reporters he foresees “head-worn AR replacing every screen that we have” as the tech evolves. “We’re going to a world where that 2D screen really disappears”, he predicted during a briefing.\nIn forecasting a 3D fusion of the virtual and physical worlds, Swart is joined by a number of high-profile tech executives, including Microsoft CEO Satya Nadella and Facebook founder Mark Zuckerberg, who has renamed his company Meta as a reference to the metaverse.\nIn the real world\nLenovo’s ThinkReality A3 smart glasses paired with a Motorola smartphone will be the first commercial implementation of Snapdragon Spaces, Qualcomm stated. The chipmaker added Xiaomi and Oppo are also set to support Snapdragon Spaces, which is scheduled for general availability next spring.\nQualcomm also named mobile network operators Deutsche Telekom, T-Mobile US and NTT DoCoMo as partners expected to tether AR glasses to smartphones, supporting  the commercialisation of Snapdragon Spaces.\n“AR glasses will make a real impact for both businesses and consumers”, stated T-Mobile US president of technology Neville Ray. “But first we need to build the ecosystem of developers that will bring new applications to life and Snapdragon Spaces is a critical step in making this happen”.\nTo build the developer ecosystem, Qualcomm is supporting many existing 3D environments, including those created by Epic Games, Unity and Niantic. This week Niantic launched a new platform called Lightship which integrates Snapdragon Spaces to enable developers to create outdoor AR experiences, the companies explained.\nAR developers will also gain support from Qualcomm’s Pathfinder Programme, which will provide platform technology, project funding, co-marketing and promotion, and hardware development kits for Snapdragon Spaces.\nFinally, the Wikitude acquisition brings more developers into Qualcomm’s orbit by delivering a community of 150,000 coders in 180 countries, the chipmaker stated.\n“We believe that Snapdragon Spaces addresses the developer issue of fragmentation”, stated Seiji Abe, GM of product department, NTT DoCoMo. “XR has the potential to change the current paradigm and create a new communication culture in the 5G era”.","news_type":1},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692020355,"gmtCreate":1640794361726,"gmtModify":1640794361860,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692020355","repostId":"1164486666","repostType":4,"repost":{"id":"1164486666","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640780096,"share":"https://www.laohu8.com/m/news/1164486666?lang=&edition=full","pubTime":"2021-12-29 20:14","market":"us","language":"en","title":"Rivian Stock Dropped More Than 2% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1164486666","media":"Tiger Newspress","summary":"Rivian stock dropped more than 2% in premarket trading after the company reportedly made a decision ","content":"<html><head></head><body><p>Rivian stock dropped more than 2% in premarket trading after the company reportedly made a decision to delay the bigger battery pack for its electric pickup all the way to 2023.</p><p><img src=\"https://static.tigerbbs.com/0869532cf1dcf27014b4d576b33d3d1f\" tg-width=\"841\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>Rivian has confirmed that buyers of its R1T electric pickup truck and R1S SUV are going to have to wait until 2023 if they want the biggest battery pack option.</p><p>As we reported earlier this month,Rivian has released its first earnings results since going public and it’s giving us more visibility in the company’s operations – the company confirmed that it delivered its first 652 vehicles as of December 15. It also confirmed that as expected, it is running into some production issues that are going to result in lower deliveries than what it originally guided.</p><p>As a result, Rivian is going to have to prioritize models as it works through the 71,000 pre-orders for the R1T and R1S in North America.</p><p>In a new letter sent to customers today, CEO RJ Scaringe mainly reiterated things stated in the earnings report earlier this month, but he also announced that Rivian is delaying its bigger battery pack option all the way to 2023:</p><blockquote>As of December 15, we had approximately 71,000 preorders for the R1T and R1S in the US and Canada, with the large majority having configured an Adventure Package with a Large pack battery (our Max pack represents approximately 20% of our preorders). In order to serve the largest number of preorder holders, we will be prioritizing building the Adventure Package with Large pack battery during the next year. Explore Package preorders and vehicles with a Max pack battery configuration will follow in 2023. In setting our delivery timing, we optimized our build sequence around the build combination that would support us ramping as quickly as possible and therefore have the largest possible positive climate impact.</blockquote><p>Rivian is currently delivering the R1T electric pickup truck with its “Large” battery pack, which gets 314 miles of range based on the EPA cycle.</p><p>The bigger “Max” pack is expected to get 400 miles of range on a single charge, but we won’t know that for sure until it enters production and now it sounds like this won’t happen until next year.</p><p>The company is sharing the information to let buyers change their configurations if they want to get a delivery sooner.</p><p>Speaking of deliveries, Scaringe says that customers will get updated delivery timelines in “early 2022”, when the company should have more information to get more precise delivery windows based on the configurations.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rivian Stock Dropped More Than 2% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian Stock Dropped More Than 2% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-29 20:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Rivian stock dropped more than 2% in premarket trading after the company reportedly made a decision to delay the bigger battery pack for its electric pickup all the way to 2023.</p><p><img src=\"https://static.tigerbbs.com/0869532cf1dcf27014b4d576b33d3d1f\" tg-width=\"841\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>Rivian has confirmed that buyers of its R1T electric pickup truck and R1S SUV are going to have to wait until 2023 if they want the biggest battery pack option.</p><p>As we reported earlier this month,Rivian has released its first earnings results since going public and it’s giving us more visibility in the company’s operations – the company confirmed that it delivered its first 652 vehicles as of December 15. It also confirmed that as expected, it is running into some production issues that are going to result in lower deliveries than what it originally guided.</p><p>As a result, Rivian is going to have to prioritize models as it works through the 71,000 pre-orders for the R1T and R1S in North America.</p><p>In a new letter sent to customers today, CEO RJ Scaringe mainly reiterated things stated in the earnings report earlier this month, but he also announced that Rivian is delaying its bigger battery pack option all the way to 2023:</p><blockquote>As of December 15, we had approximately 71,000 preorders for the R1T and R1S in the US and Canada, with the large majority having configured an Adventure Package with a Large pack battery (our Max pack represents approximately 20% of our preorders). In order to serve the largest number of preorder holders, we will be prioritizing building the Adventure Package with Large pack battery during the next year. Explore Package preorders and vehicles with a Max pack battery configuration will follow in 2023. In setting our delivery timing, we optimized our build sequence around the build combination that would support us ramping as quickly as possible and therefore have the largest possible positive climate impact.</blockquote><p>Rivian is currently delivering the R1T electric pickup truck with its “Large” battery pack, which gets 314 miles of range based on the EPA cycle.</p><p>The bigger “Max” pack is expected to get 400 miles of range on a single charge, but we won’t know that for sure until it enters production and now it sounds like this won’t happen until next year.</p><p>The company is sharing the information to let buyers change their configurations if they want to get a delivery sooner.</p><p>Speaking of deliveries, Scaringe says that customers will get updated delivery timelines in “early 2022”, when the company should have more information to get more precise delivery windows based on the configurations.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164486666","content_text":"Rivian stock dropped more than 2% in premarket trading after the company reportedly made a decision to delay the bigger battery pack for its electric pickup all the way to 2023.Rivian has confirmed that buyers of its R1T electric pickup truck and R1S SUV are going to have to wait until 2023 if they want the biggest battery pack option.As we reported earlier this month,Rivian has released its first earnings results since going public and it’s giving us more visibility in the company’s operations – the company confirmed that it delivered its first 652 vehicles as of December 15. It also confirmed that as expected, it is running into some production issues that are going to result in lower deliveries than what it originally guided.As a result, Rivian is going to have to prioritize models as it works through the 71,000 pre-orders for the R1T and R1S in North America.In a new letter sent to customers today, CEO RJ Scaringe mainly reiterated things stated in the earnings report earlier this month, but he also announced that Rivian is delaying its bigger battery pack option all the way to 2023:As of December 15, we had approximately 71,000 preorders for the R1T and R1S in the US and Canada, with the large majority having configured an Adventure Package with a Large pack battery (our Max pack represents approximately 20% of our preorders). In order to serve the largest number of preorder holders, we will be prioritizing building the Adventure Package with Large pack battery during the next year. Explore Package preorders and vehicles with a Max pack battery configuration will follow in 2023. In setting our delivery timing, we optimized our build sequence around the build combination that would support us ramping as quickly as possible and therefore have the largest possible positive climate impact.Rivian is currently delivering the R1T electric pickup truck with its “Large” battery pack, which gets 314 miles of range based on the EPA cycle.The bigger “Max” pack is expected to get 400 miles of range on a single charge, but we won’t know that for sure until it enters production and now it sounds like this won’t happen until next year.The company is sharing the information to let buyers change their configurations if they want to get a delivery sooner.Speaking of deliveries, Scaringe says that customers will get updated delivery timelines in “early 2022”, when the company should have more information to get more precise delivery windows based on the configurations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878883977,"gmtCreate":1637165398814,"gmtModify":1637165398814,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878883977","repostId":"2184858127","repostType":2,"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838318407,"gmtCreate":1629373611109,"gmtModify":1633685343046,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Waiting for the downturn","listText":"Waiting for the downturn","text":"Waiting for the downturn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838318407","repostId":"1147590416","repostType":4,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":633676439,"gmtCreate":1644052687221,"gmtModify":1644052687441,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633676439","repostId":"2209346488","repostType":4,"repost":{"id":"2209346488","kind":"news","pubTimestamp":1644030901,"share":"https://www.laohu8.com/m/news/2209346488?lang=&edition=full","pubTime":"2022-02-05 11:15","market":"us","language":"en","title":"Big Tech’s Week Featured Alphabet and Amazon Rallies, Meta Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2209346488","media":"Bloomberg","summary":"This week was one for the record books for big tech, in ways both good and historically bad.Results ","content":"<html><head></head><body><p>This week was one for the record books for big tech, in ways both good and historically bad.</p><p>Results from a trio of Wall Street’s most widely followed names spurred huge weekly moves, with hundreds of billions of dollars getting created or evaporated. For Alphabet Inc. and Amazon.com Inc., strong reports underlined their growth prospects, spurring rallies that led to their biggest one-week percentage gains in months. For <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>, the Facebook parent that had the single-worst day in Wall Street history by one metric, it was a different story.</p><p>Alphabet rose 7.5% for the week, its best such performance since October. Earlier this week, it reported results that beat expectations, help by a robust performance in its advertising business. The week’s advance added $122.5 billion to its market valuation, bringing it close to the $2 trillion threshold. It rose 0.1% on Friday.</p><p>Amazon rose 9.5% for the week, its biggest one-week gain since July 2020. The bulk of the week’s advance came on Friday, when shares surged nearly 14% on the back of a report that also sailed past expectations. Friday’s move was the biggest percentage gain for the stock since April 2015, and the nearly $191 billion it added in market value was a record one-day value gain for the U.S. market.</p><p>On the other end of the scale, Meta fell 21% over the week, its biggest one-week drop on record. The collapse came after it gave a weak revenue forecast amid stagnating user growth and increasing competition from TikTok. Shares suffered their biggest drop ever on Thursday, resulting in the biggest one-day wipeout of market value for any U.S. company in history. The stock fell 0.3% on Friday.</p><p>Overall, the tech-heavy Nasdaq 100 Index rose 1.7% for the week, its second straight weekly gain. Last week it was supported by strong reports from other mega-cap stocks, including Apple Inc. and Microsoft.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Tech’s Week Featured Alphabet and Amazon Rallies, Meta Crash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech’s Week Featured Alphabet and Amazon Rallies, Meta Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/big-tech-week-featured-alphabet-212244501.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week was one for the record books for big tech, in ways both good and historically bad.Results from a trio of Wall Street’s most widely followed names spurred huge weekly moves, with hundreds of ...</p>\n\n<a href=\"https://finance.yahoo.com/news/big-tech-week-featured-alphabet-212244501.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MSFT":"微软","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","AAPL":"苹果","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4508":"社交媒体","GOOG":"谷歌","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4077":"互动媒体与服务","GOOGL":"谷歌A","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4548":"巴美列捷福持仓"},"source_url":"https://finance.yahoo.com/news/big-tech-week-featured-alphabet-212244501.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209346488","content_text":"This week was one for the record books for big tech, in ways both good and historically bad.Results from a trio of Wall Street’s most widely followed names spurred huge weekly moves, with hundreds of billions of dollars getting created or evaporated. For Alphabet Inc. and Amazon.com Inc., strong reports underlined their growth prospects, spurring rallies that led to their biggest one-week percentage gains in months. For Meta Platforms, the Facebook parent that had the single-worst day in Wall Street history by one metric, it was a different story.Alphabet rose 7.5% for the week, its best such performance since October. Earlier this week, it reported results that beat expectations, help by a robust performance in its advertising business. The week’s advance added $122.5 billion to its market valuation, bringing it close to the $2 trillion threshold. It rose 0.1% on Friday.Amazon rose 9.5% for the week, its biggest one-week gain since July 2020. The bulk of the week’s advance came on Friday, when shares surged nearly 14% on the back of a report that also sailed past expectations. Friday’s move was the biggest percentage gain for the stock since April 2015, and the nearly $191 billion it added in market value was a record one-day value gain for the U.S. market.On the other end of the scale, Meta fell 21% over the week, its biggest one-week drop on record. The collapse came after it gave a weak revenue forecast amid stagnating user growth and increasing competition from TikTok. Shares suffered their biggest drop ever on Thursday, resulting in the biggest one-day wipeout of market value for any U.S. company in history. The stock fell 0.3% on Friday.Overall, the tech-heavy Nasdaq 100 Index rose 1.7% for the week, its second straight weekly gain. Last week it was supported by strong reports from other mega-cap stocks, including Apple Inc. and Microsoft.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630540480,"gmtCreate":1642998622750,"gmtModify":1642998622882,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630540480","repostId":"1157407942","repostType":4,"repost":{"id":"1157407942","kind":"news","pubTimestamp":1642993691,"share":"https://www.laohu8.com/m/news/1157407942?lang=&edition=full","pubTime":"2022-01-24 11:08","market":"us","language":"en","title":"Apple Stock: How It Could Reach $5 Trillion By 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=1157407942","media":"TheStreet","summary":"AAPL has failed to stay above the $3 trillion valuation mark, but it could reach well past it in a f","content":"<html><head></head><body><p>AAPL has failed to stay above the $3 trillion valuation mark, but it could reach well past it in a few years. In fact, I think that Apple stock might be worth $5 trillion by 2025.</p><p>Apple stock has failed to stay above the $3 trillion market cap by any longer than a day or two. But this is not to say that share value can not climb substantially above these levels in the next four years.</p><p>In fact, I believe that Apple could be worth $ 5 trillion by then. Here is how I see the journey unfolding through the end of 2025.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a182a349bbd4ca16a13dace221ec341e\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"/><span>Figure 1: Apple Stock: It Could Reach $5 Trillion By 2025</span></p><p><b>AAPL: $5 trillion around the corner</b></p><p>The number “5 trillion” may sound a bit too large to our limited human brains that are not used to dealing with such figures. Also, considering that Apple stock is worth around $2.8 trillion today, the near doubling of the market cap seems a bit aggressive over such a short period of time.</p><p>But for AAPL to get to $5 trillion in value, its market cap would need to “only” rise by about 15% compounded annually through the end of 2025 (the math: $2.8 trillion times 1.15 to the power of 4 years), or about 75% cumulative. Does this rate of growth sound unrealistic?</p><p><b>Glass half empty</b></p><p>The more pessimistic investor might say “no way!” Apple stock has already climbed 550% over the past five years alone, with annual peaks of 89% in 2019 and 82% in 2020 (see below). It did so, in part, due to lower interest rates and the tailwinds of the pandemic-era, stay-at-home consumer trends. Both will have been left in the rearview mirror by the end of 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6d76e0bfe5c508a69aacb9c74814ba\" tg-width=\"837\" tg-height=\"649\" width=\"100%\" height=\"auto\"/><span>Figure 2: Apple&#39;s porfolio growth and annual returns.</span></p><p><b>Glass half full</b></p><p>But the more optimistic investor may see a different path forward. From a historical perspective, Apple stock has produced annual returns that are substantially better than the S&amp;P 500’s over a long period: 33% vs. the broad market’s 11% since the start of the iPhone era.</p><p>Because I am looking four years into the future through the end of 2025, it helps to analyze AAPL’s rolling four-year performance. Since 2007, when the iPhone was introduced, AAPL’s market cap climbed an average of 315% over any given four-year stretch (median 135%). This would be more than enough to send Apple stock well past $5 trillion by 2025.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d025e76441a7722d110a5972c182abd4\" tg-width=\"920\" tg-height=\"555\" width=\"100%\" height=\"auto\"/><span>Figure 3: AAPL&#39;s Rolling 4-year market cap growth (est.).</span></p><p><b>What could make it happen</b></p><p>Of course, past results are not a guarantee of future performance. Apple’s market cap managed to grow aggressively over the last several years because it had plenty of room to do so. Today, Apple is already the most valuable company in the world.</p><p>So, for $5 trillion to happen, the Cupertino company would need growth catalysts. Luckily for its shareholders, Apple has plenty of potential candidates.</p><p>The first is increased adoption of existing technology: smartphones, tablets, wearables and associated services, like streaming subscriptions and in-app purchases. While the US and Europe are more mature markets in which Apple is already a dominant force, developing markets offer much better growth prospects — see below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45801a6a31a965eb3e194b237097ef12\" tg-width=\"919\" tg-height=\"518\" width=\"100%\" height=\"auto\"/><span>Figure 4: Smartphones market - growth rate by region (2021-2026).</span></p><p>The other growth route is through new technologies. This is the most likely path to $5 trillion by 2025, in my view.</p><p>Mixed reality devices will probably be a key building block of the metaverse.Morgan Stanley’s research team thinks that the yet-to-be-released Apple Glass will be the game changer that ultimately sparks the new internet 3.0 revolution.</p><p>Then, a bit later, the Cupertino giant is likely to launch the Apple Car — its official entry into the autonomous and electric vehicle space. Wedbush’s Dan Ives has chimed in on the opportunity, and he even quantified it during our conversation last year:</p><blockquote>“When I look at the Apple Car, it’s not a matter of if, it’s a matter of when. I believe they are continuing to build a vision, the infrastructure, they are looking for partnerships on the battery side. […] They are not going to miss out on the $5 trillion green tidal wave.”</blockquote><p>The combination of historical precedence in share price movements and growth opportunities in “old” and new technologies lead me to believe that Apple stock could, in fact, be worth $5 trillion in just a few years.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How It Could Reach $5 Trillion By 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\">\nApple Stock: How It Could Reach $5 Trillion By 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 11:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-it-could-reach-5-trillion-by-2025><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AAPL has failed to stay above the $3 trillion valuation mark, but it could reach well past it in a few years. In fact, I think that Apple stock might be worth $5 trillion by 2025.Apple stock has ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-it-could-reach-5-trillion-by-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"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-it-could-reach-5-trillion-by-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157407942","content_text":"AAPL has failed to stay above the $3 trillion valuation mark, but it could reach well past it in a few years. In fact, I think that Apple stock might be worth $5 trillion by 2025.Apple stock has failed to stay above the $3 trillion market cap by any longer than a day or two. But this is not to say that share value can not climb substantially above these levels in the next four years.In fact, I believe that Apple could be worth $ 5 trillion by then. Here is how I see the journey unfolding through the end of 2025.Figure 1: Apple Stock: It Could Reach $5 Trillion By 2025AAPL: $5 trillion around the cornerThe number “5 trillion” may sound a bit too large to our limited human brains that are not used to dealing with such figures. Also, considering that Apple stock is worth around $2.8 trillion today, the near doubling of the market cap seems a bit aggressive over such a short period of time.But for AAPL to get to $5 trillion in value, its market cap would need to “only” rise by about 15% compounded annually through the end of 2025 (the math: $2.8 trillion times 1.15 to the power of 4 years), or about 75% cumulative. Does this rate of growth sound unrealistic?Glass half emptyThe more pessimistic investor might say “no way!” Apple stock has already climbed 550% over the past five years alone, with annual peaks of 89% in 2019 and 82% in 2020 (see below). It did so, in part, due to lower interest rates and the tailwinds of the pandemic-era, stay-at-home consumer trends. Both will have been left in the rearview mirror by the end of 2022.Figure 2: Apple's porfolio growth and annual returns.Glass half fullBut the more optimistic investor may see a different path forward. From a historical perspective, Apple stock has produced annual returns that are substantially better than the S&P 500’s over a long period: 33% vs. the broad market’s 11% since the start of the iPhone era.Because I am looking four years into the future through the end of 2025, it helps to analyze AAPL’s rolling four-year performance. Since 2007, when the iPhone was introduced, AAPL’s market cap climbed an average of 315% over any given four-year stretch (median 135%). This would be more than enough to send Apple stock well past $5 trillion by 2025.Figure 3: AAPL's Rolling 4-year market cap growth (est.).What could make it happenOf course, past results are not a guarantee of future performance. Apple’s market cap managed to grow aggressively over the last several years because it had plenty of room to do so. Today, Apple is already the most valuable company in the world.So, for $5 trillion to happen, the Cupertino company would need growth catalysts. Luckily for its shareholders, Apple has plenty of potential candidates.The first is increased adoption of existing technology: smartphones, tablets, wearables and associated services, like streaming subscriptions and in-app purchases. While the US and Europe are more mature markets in which Apple is already a dominant force, developing markets offer much better growth prospects — see below.Figure 4: Smartphones market - growth rate by region (2021-2026).The other growth route is through new technologies. This is the most likely path to $5 trillion by 2025, in my view.Mixed reality devices will probably be a key building block of the metaverse.Morgan Stanley’s research team thinks that the yet-to-be-released Apple Glass will be the game changer that ultimately sparks the new internet 3.0 revolution.Then, a bit later, the Cupertino giant is likely to launch the Apple Car — its official entry into the autonomous and electric vehicle space. Wedbush’s Dan Ives has chimed in on the opportunity, and he even quantified it during our conversation last year:“When I look at the Apple Car, it’s not a matter of if, it’s a matter of when. I believe they are continuing to build a vision, the infrastructure, they are looking for partnerships on the battery side. […] They are not going to miss out on the $5 trillion green tidal wave.”The combination of historical precedence in share price movements and growth opportunities in “old” and new technologies lead me to believe that Apple stock could, in fact, be worth $5 trillion in just a few years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694043742,"gmtCreate":1641744800188,"gmtModify":1641744800346,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694043742","repostId":"1150907621","repostType":4,"repost":{"id":"1150907621","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1641607621,"share":"https://www.laohu8.com/m/news/1150907621?lang=&edition=full","pubTime":"2022-01-08 10:07","market":"us","language":"en","title":"Tesla Semis Could Be Delivered To PepsiCo In Late January","url":"https://stock-news.laohu8.com/highlight/detail?id=1150907621","media":"Benzinga","summary":"Electric vehicle giantTesla Incsurprised investors and customers in 2021 with an announcement that the highly anticipatedTesla Semiwould be delayed. A new report shows Semi deliveries could be just ar","content":"<html><head></head><body><p>Electric vehicle giant <b>Tesla Inc</b> surprised investors and customers in 2021 with an announcement that the highly anticipated <b>Tesla Semi</b> would be delayed. A new report shows Semi deliveries could be just around the corner.</p><p><img src=\"https://static.tigerbbs.com/9e0d630cfe6e37cabddb2883f1e52636\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>What Happened:</b>A <b>Frito-Lay</b> facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.</p><p>The <b>PepsiCo, Inc.</b> facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.</p><p><b>“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”</b>Drive Tesla said.</p><p>PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.</p><p>Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO <b>Elon Musk</b> cited limited battery supply as one of the reasons for the Tesla Semi delay.</p><p>Despite the announced delays, PepsiCo CEO <b>Ramon Laguarta</b> shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.</p><p>“We are getting our first deliveries this Q4,” Laguarta said.</p><p><b>Why It’s Important:</b>The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.</p><p>The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.</p><p>Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.</p><p>Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.</p><p><b>If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.</b></p><p>Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.</p><p>Investors and analysts eagerly await more updates on the Tesla Semi.</p><p><b>TSLA Price Action:</b>Tesla shares closed lower 3.54% at $1,026.96 on Friday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Semis Could Be Delivered To PepsiCo In Late January</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Semis Could Be Delivered To PepsiCo In Late January\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-08 10:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Electric vehicle giant <b>Tesla Inc</b> surprised investors and customers in 2021 with an announcement that the highly anticipated <b>Tesla Semi</b> would be delayed. A new report shows Semi deliveries could be just around the corner.</p><p><img src=\"https://static.tigerbbs.com/9e0d630cfe6e37cabddb2883f1e52636\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>What Happened:</b>A <b>Frito-Lay</b> facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.</p><p>The <b>PepsiCo, Inc.</b> facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.</p><p><b>“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”</b>Drive Tesla said.</p><p>PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.</p><p>Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO <b>Elon Musk</b> cited limited battery supply as one of the reasons for the Tesla Semi delay.</p><p>Despite the announced delays, PepsiCo CEO <b>Ramon Laguarta</b> shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.</p><p>“We are getting our first deliveries this Q4,” Laguarta said.</p><p><b>Why It’s Important:</b>The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.</p><p>The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.</p><p>Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.</p><p>Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.</p><p><b>If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.</b></p><p>Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.</p><p>Investors and analysts eagerly await more updates on the Tesla Semi.</p><p><b>TSLA Price Action:</b>Tesla shares closed lower 3.54% at $1,026.96 on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150907621","content_text":"Electric vehicle giant Tesla Inc surprised investors and customers in 2021 with an announcement that the highly anticipated Tesla Semi would be delayed. A new report shows Semi deliveries could be just around the corner.What Happened:A Frito-Lay facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.The PepsiCo, Inc. facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”Drive Tesla said.PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO Elon Musk cited limited battery supply as one of the reasons for the Tesla Semi delay.Despite the announced delays, PepsiCo CEO Ramon Laguarta shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.“We are getting our first deliveries this Q4,” Laguarta said.Why It’s Important:The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.Investors and analysts eagerly await more updates on the Tesla Semi.TSLA Price Action:Tesla shares closed lower 3.54% at $1,026.96 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694043444,"gmtCreate":1641744730797,"gmtModify":1641744730994,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694043444","repostId":"1119680947","repostType":4,"repost":{"id":"1119680947","kind":"news","pubTimestamp":1641693213,"share":"https://www.laohu8.com/m/news/1119680947?lang=&edition=full","pubTime":"2022-01-09 09:53","market":"us","language":"en","title":"Tech Has Fallen, An Analysis Of Salesforce","url":"https://stock-news.laohu8.com/highlight/detail?id=1119680947","media":"Seeking Alpha","summary":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><b>CRM Stock Price</b></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><b>What is Salesforce</b></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p>CRM accelerated its innovation through a strong willingness to conduct M&amp;A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&amp;D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</p></body></html>","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>Tech Has Fallen, An Analysis Of Salesforce</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\">\nTech Has Fallen, An Analysis Of Salesforce\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119680947","content_text":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.Justin Sullivan/Getty Images NewsSalesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.CRM Stock PriceAmidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.What is SalesforceCRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.Earnings PresentationCustomer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.Investor PresentationCRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.Investor PresentationOn a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.Earnings PresentationLike many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.Is CRM Stock A Buy, Sell, or Hold?After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.Seeking AlphaCRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.Best of Breed Universe WatchlistIt is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847309482,"gmtCreate":1636478091008,"gmtModify":1636478091117,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847309482","repostId":"1127189501","repostType":4,"repost":{"id":"1127189501","kind":"news","pubTimestamp":1636470995,"share":"https://www.laohu8.com/m/news/1127189501?lang=&edition=full","pubTime":"2021-11-09 23:16","market":"us","language":"en","title":"Kimbal Musk cashed out $109 million of Tesla stock just before Elon's tweets whacked the share price","url":"https://stock-news.laohu8.com/highlight/detail?id=1127189501","media":"businessinsider","summary":"Tesla board member Kimbal Musk sold around $109 million of the electric-car maker's stock shortly be","content":"<p>Tesla&nbsp;board member Kimbal Musk sold around $109 million of the electric-car maker's stock shortly before his brother Elon knocked the share price by asking Twitter if he should sell a big chunk of his holdings.</p>\n<p>Kimbal, an entrepreneur who sits on Tesla's board of directors, made a number of transactions on Friday according to a Securities and Exchange Commission&nbsp;filing.</p>\n<p>He exercised his stock options to buy 25,000 shares at just $74.17 a pop. Kimbal then sold 88,500 shares in a number of tranches at an average price of around $1,230, making him roughly $108.9 million.</p>\n<p>Elon's younger brother also donated 25,000 shares - which closed at $1,222.09 on Friday - to charity.</p>\n<p>Kimbal has not been the only director to take advantage of the Tesla's blistering rally, which has seen the stock price rise around 1,600% over the last two years.</p>\n<p>Filings&nbsp;from the end of October showed that directors Ira Ehrenpreis, Robyn Denholm and Antonio Gracias sold shares worth hundreds of millions of dollars.</p>\n<p>Tesla&nbsp;shares&nbsp;once&nbsp;fell&nbsp;nearly&nbsp;10%&nbsp;in&nbsp;morning&nbsp;trading.</p>","source":"lsy1636471102575","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>Kimbal Musk cashed out $109 million of Tesla stock just before Elon's tweets whacked the share price</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\">\nKimbal Musk cashed out $109 million of Tesla stock just before Elon's tweets whacked the share price\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/kimbal-musk-elon-tesla-stock-share-sale-twitter-poll-2021-11><strong>businessinsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla board member Kimbal Musk sold around $109 million of the electric-car maker's stock shortly before his brother Elon knocked the share price by asking Twitter if he should sell a big chunk of his...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/kimbal-musk-elon-tesla-stock-share-sale-twitter-poll-2021-11\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://markets.businessinsider.com/news/stocks/kimbal-musk-elon-tesla-stock-share-sale-twitter-poll-2021-11","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127189501","content_text":"Tesla board member Kimbal Musk sold around $109 million of the electric-car maker's stock shortly before his brother Elon knocked the share price by asking Twitter if he should sell a big chunk of his holdings.\nKimbal, an entrepreneur who sits on Tesla's board of directors, made a number of transactions on Friday according to a Securities and Exchange Commission filing.\nHe exercised his stock options to buy 25,000 shares at just $74.17 a pop. Kimbal then sold 88,500 shares in a number of tranches at an average price of around $1,230, making him roughly $108.9 million.\nElon's younger brother also donated 25,000 shares - which closed at $1,222.09 on Friday - to charity.\nKimbal has not been the only director to take advantage of the Tesla's blistering rally, which has seen the stock price rise around 1,600% over the last two years.\nFilings from the end of October showed that directors Ira Ehrenpreis, Robyn Denholm and Antonio Gracias sold shares worth hundreds of millions of dollars.\nTesla shares once fell nearly 10% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630540246,"gmtCreate":1642998567405,"gmtModify":1642998567660,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630540246","repostId":"2205027035","repostType":4,"repost":{"id":"2205027035","kind":"highlight","pubTimestamp":1642996644,"share":"https://www.laohu8.com/m/news/2205027035?lang=&edition=full","pubTime":"2022-01-24 11:57","market":"us","language":"en","title":"The Cloud Wars Are Heating Up, and Amazon is Primed to Thrive","url":"https://stock-news.laohu8.com/highlight/detail?id=2205027035","media":"Motley Fool","summary":"Amazon stock has been practically flat for the past year. The company's growth in the cloud market may be overlooked as it helps fuel future ambitions.","content":"<html><head></head><body><p>Enterprises are increasingly relying on data to drive business decisions. One of the most critical components of data synthesis and aggregation is cloud computing, a form of server virtualization to deliver infrastructure-as-a-service (IaaS). Instead of investing heavily into capital expenditures in the form of physical servers, cloud providers allow customers more scalability because enterprises are essentially outsourcing active management of data aggregation and server maintenance. According to <b>Gartner</b>, the public cloud market is dominated by <b>Amazon </b>(NASDAQ:AMZN), <b>Microsoft </b>(NASDAQ:MSFT), and <b>Alphabet</b> (NASDAQ:GOOG)(NASDAQ:GOOGL), and Amazon is emerging as the leader. Does that positioning merit an investment in the web giant right now?</p><h2><b>AWS has proven tough to beat</b></h2><p>Through the first nine months of 2021, Amazon&#39;s cloud segment, Amazon Web Services (AWS), generated $44.4 billion of revenue while operating at a 30% margin. For <a href=\"https://laohu8.com/S/AONE.U\">one</a> point of comparison, Google Cloud contributed $13.7 billion of revenue for the first nine months of 2021 and is unprofitable, as it reported a loss of $2.2 billion.</p><p>What&#39;s even more staggering is the pace of AWS&#39;s growth. During Q3 2021, AWS generated $16.1 billion of revenue, which represented 39% year-over-year growth. Investors can see that the quarterly operating income of $4.9 billion for the AWS segment was more than Amazon&#39;s entire business combined. Amazon Web Services is arguably becoming the most important pillar of the company&#39;s ecosystem.</p><p>Despite the impressive growth of AWS and the operating leverage it&#39;s providing Amazon&#39;s business, investors may find it curious that Amazon stock has remained relatively flat over the last 12 months. Competing cloud providers Microsoft and Google witnessed 42% and 52% stock price increases over the last 12 months, compared to Amazon&#39;s 0.10%.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F661211%2Fgettyimages-1090039276.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"419\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Ambitions beyond the cloud</h2><p>Amazon has been able to reinvest the profits from its cloud business into other segments, as the company works to differentiate itself from other technology behemoths. One area that is quickly becoming an important crux of Amazon&#39;s business is digital advertising.</p><p>According to eMarketer, Amazon is expected to comprise 10.7% of the U.S. digital ad market in 2021 and grow to 12.8% by 2023. Although the uptick has been bolstered by increasing consumer reliance on digital shopping during the pandemic, one could argue that this theme will stick because Amazon&#39;s platform makes it more time-efficient and cost-effective for consumers to make purchases online versus going to a physical retail location.</p><p>The boom on the digital ad side of its business could serve as another lucrative catalyst for the company as it gains market share from Google and <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b>. On the contrary, eMarketer predicts that Google&#39;s digital ad business in the U.S. is expected to <i>decrease</i> from 28.9% in 2020 to 26.6% in 2023.</p><p>Amazon is well-positioned to benefit from enterprise investment in digital transformation. As the company gains market share over its competition, AWS&#39;s capital efficient margin profile will continue fueling additional growth drivers as the company looks to enter new industries.</p><h2>When in doubt, zoom out</h2><p>Investors and Wall Street analysts kept a close eye on Amazon during 2021 as the company significantly increased its operating expenses to combat pandemic-driven supply chain speed bumps. The effects of these increased expenses were most apparent in the company&#39;s Q3 2021 financials. For the quarter ended Sept. 30, 2021, Amazon reported operating margins of 1.3% and <i>-</i>3% for its North American and International e-commerce segments, respectively.</p><p>During times of economic uncertainty, it is important for investors to zoom out and look at the larger picture. Microsoft, Google, and Amazon all appear to be compelling investments, especially given many growth and technology stocks witnessed significant sell-offs during the final months of 2021 due to lingering concerns over inflation. Although Amazon&#39;s overall profitability profile has taken a hit due to challenges on the e-commerce side of the business, it could be argued that this is primarily a function of short-term headwinds related to wage inflation and supply chain. The growth in AWS has allowed the company to combat these near-term challenges given the strong operating profits it produces. Moreover, Amazon is able to reinvest some of these profits into other areas such as digital market, entertainment, and consumer electronics.</p><p>Amazon&#39;s business appears far more prolific than its competitors who are heavily reliant on singular products, namely hardware devices and advertising, which are also markets that Amazon competes in. As the company trades for three times trailing 12-month sales compared to Microsoft&#39;s 15 times and Alphabet&#39;s eight times, now may be a unique time for investors to consider Amazon before its next bull run.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Cloud Wars Are Heating Up, and Amazon is Primed to Thrive</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Cloud Wars Are Heating Up, and Amazon is Primed to Thrive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/23/the-cloud-wars-are-heating-up-and-amazon-is-primed/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Enterprises are increasingly relying on data to drive business decisions. One of the most critical components of data synthesis and aggregation is cloud computing, a form of server virtualization to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/23/the-cloud-wars-are-heating-up-and-amazon-is-primed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","BK4566":"资本集团","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4532":"文艺复兴科技持仓","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4561":"索罗斯持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4538":"云计算","BK4507":"流媒体概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2022/01/23/the-cloud-wars-are-heating-up-and-amazon-is-primed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205027035","content_text":"Enterprises are increasingly relying on data to drive business decisions. One of the most critical components of data synthesis and aggregation is cloud computing, a form of server virtualization to deliver infrastructure-as-a-service (IaaS). Instead of investing heavily into capital expenditures in the form of physical servers, cloud providers allow customers more scalability because enterprises are essentially outsourcing active management of data aggregation and server maintenance. According to Gartner, the public cloud market is dominated by Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Amazon is emerging as the leader. Does that positioning merit an investment in the web giant right now?AWS has proven tough to beatThrough the first nine months of 2021, Amazon's cloud segment, Amazon Web Services (AWS), generated $44.4 billion of revenue while operating at a 30% margin. For one point of comparison, Google Cloud contributed $13.7 billion of revenue for the first nine months of 2021 and is unprofitable, as it reported a loss of $2.2 billion.What's even more staggering is the pace of AWS's growth. During Q3 2021, AWS generated $16.1 billion of revenue, which represented 39% year-over-year growth. Investors can see that the quarterly operating income of $4.9 billion for the AWS segment was more than Amazon's entire business combined. Amazon Web Services is arguably becoming the most important pillar of the company's ecosystem.Despite the impressive growth of AWS and the operating leverage it's providing Amazon's business, investors may find it curious that Amazon stock has remained relatively flat over the last 12 months. Competing cloud providers Microsoft and Google witnessed 42% and 52% stock price increases over the last 12 months, compared to Amazon's 0.10%.Image source: Getty Images.Ambitions beyond the cloudAmazon has been able to reinvest the profits from its cloud business into other segments, as the company works to differentiate itself from other technology behemoths. One area that is quickly becoming an important crux of Amazon's business is digital advertising.According to eMarketer, Amazon is expected to comprise 10.7% of the U.S. digital ad market in 2021 and grow to 12.8% by 2023. Although the uptick has been bolstered by increasing consumer reliance on digital shopping during the pandemic, one could argue that this theme will stick because Amazon's platform makes it more time-efficient and cost-effective for consumers to make purchases online versus going to a physical retail location.The boom on the digital ad side of its business could serve as another lucrative catalyst for the company as it gains market share from Google and Meta Platforms. On the contrary, eMarketer predicts that Google's digital ad business in the U.S. is expected to decrease from 28.9% in 2020 to 26.6% in 2023.Amazon is well-positioned to benefit from enterprise investment in digital transformation. As the company gains market share over its competition, AWS's capital efficient margin profile will continue fueling additional growth drivers as the company looks to enter new industries.When in doubt, zoom outInvestors and Wall Street analysts kept a close eye on Amazon during 2021 as the company significantly increased its operating expenses to combat pandemic-driven supply chain speed bumps. The effects of these increased expenses were most apparent in the company's Q3 2021 financials. For the quarter ended Sept. 30, 2021, Amazon reported operating margins of 1.3% and -3% for its North American and International e-commerce segments, respectively.During times of economic uncertainty, it is important for investors to zoom out and look at the larger picture. Microsoft, Google, and Amazon all appear to be compelling investments, especially given many growth and technology stocks witnessed significant sell-offs during the final months of 2021 due to lingering concerns over inflation. Although Amazon's overall profitability profile has taken a hit due to challenges on the e-commerce side of the business, it could be argued that this is primarily a function of short-term headwinds related to wage inflation and supply chain. The growth in AWS has allowed the company to combat these near-term challenges given the strong operating profits it produces. Moreover, Amazon is able to reinvest some of these profits into other areas such as digital market, entertainment, and consumer electronics.Amazon's business appears far more prolific than its competitors who are heavily reliant on singular products, namely hardware devices and advertising, which are also markets that Amazon competes in. As the company trades for three times trailing 12-month sales compared to Microsoft's 15 times and Alphabet's eight times, now may be a unique time for investors to consider Amazon before its next bull run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692561264,"gmtCreate":1641055287554,"gmtModify":1641055287679,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Possible","listText":"Possible","text":"Possible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692561264","repostId":"2195448557","repostType":4,"isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692067277,"gmtCreate":1640794249083,"gmtModify":1640794249225,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692067277","repostId":"2195145259","repostType":4,"isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878889039,"gmtCreate":1637165281755,"gmtModify":1637165281819,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878889039","repostId":"2184530058","repostType":2,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870042500,"gmtCreate":1636562190835,"gmtModify":1636562190835,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GPRO\">$GoPro(GPRO)$</a>stock to watch","listText":"<a href=\"https://laohu8.com/S/GPRO\">$GoPro(GPRO)$</a>stock to watch","text":"$GoPro(GPRO)$stock to watch","images":[{"img":"https://static.tigerbbs.com/a2985604a7fce270138c63a7bfc7e444","width":"1440","height":"2828"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870042500","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847301088,"gmtCreate":1636478255692,"gmtModify":1636478255795,"author":{"id":"4088149740978250","authorId":"4088149740978250","name":"Afrinbanu","avatar":"https://static.tigerbbs.com/61df4dd897beb5ddf10fd20887f3626c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149740978250","authorIdStr":"4088149740978250"},"themes":[],"htmlText":"Uptrend","listText":"Uptrend","text":"Uptrend","images":[{"img":"https://static.tigerbbs.com/269eac380090486d4fe7bfc4b0db4e34","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847301088","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}