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2021-10-19

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Tesla Q3: Blowout Possible Again

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{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":4088998199430630,"uuid":"4088998199430630","gmtCreate":1625895154607,"gmtModify":1628482746165,"name":"Wengyeeee","pinyin":"wengyeeee","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":12,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":859067448,"gmtCreate":1634641357611,"gmtModify":1634641357720,"author":{"id":"4088998199430630","authorId":"4088998199430630","authorIdStr":"4088998199430630","name":"Wengyeeee","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088998199430630"},"themes":[],"htmlText":"🔥","listText":"🔥","text":"🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859067448","repostId":"1198851965","repostType":4,"repost":{"id":"1198851965","pubTimestamp":1634623112,"share":"https://www.laohu8.com/m/news/1198851965?lang=&edition=full","pubTime":"2021-10-19 13:58","market":"us","language":"en","title":"Tesla Q3: Blowout Possible Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1198851965","media":"Seeking Alpha","summary":"Summary\n\nQ3 street estimates seems rather low.\nMargin strength could lead to large beat.\nInvestors l","content":"<p><b>Summary</b></p>\n<ul>\n <li>Q3 street estimates seems rather low.</li>\n <li>Margin strength could lead to large beat.</li>\n <li>Investors looking for comments on supply chain issues.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5041f66900bbf640321835328ad686ba\" tg-width=\"1536\" tg-height=\"793\" width=\"100%\" height=\"auto\"><span>AdrianHancu/iStock Editorial via Getty Images</span></p>\n<p>All eyes will be on electric vehicle maker Tesla(NASDAQ:TSLA)as the company reports its third quarter results after the bell on Wednesday, October 20th. Recently, the company announced&nbsp;record production and deliveries&nbsp;for the quarter that smashed analyst expectations. However, street estimates for Q3 haven't risen as much as one might expect, which could lead to another blowout earnings report this week.</p>\n<p>For the period, preliminary deliveries of 241,300 beat street estimates by nearly 20,000 units. In Q2 of this year, the average revenue per vehicle delivered (including regulatory credit sales) was just under $50,700. If you basically round off, the math tells you that a beat of that size should equal about an extra billion dollars in revenue. Going into the report, the street was exactly at $13 billion for its Q3 average, but take a look at where we are now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c6077ce9974face1a7cfbeabe2e93e0\" tg-width=\"640\" tg-height=\"73\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha analyst estimates page</span></p>\n<p>Despite the large deliveries beat, the street average hasn't even risen by $650 million, so the consensus seems to be a bit low right now. Additionally, the \"low\" estimate seems completely off base, as that would represent a decline over Q2's top line figure despite an extra roughly 40,000 deliveries. Don't forget, the sequential jump in Model S cash deliveries was around 6,000 units, which at an average selling price of $100,000 is an additional $600 million in revenue alone. Taking the low estimate out would increase the street average by $100 million. Unless there was some massive discounting going on or some prior period adjustment, any revenue estimates around or below $13 billion just don't seem logical.</p>\n<p>Model Y sales to Europe, more Model S sales (including the expensive Plaid), and a full quarter of price raises in the US should all be tailwinds. The standard range Y in China will provide somewhat of a headwind, along with a slightly stronger dollar in the quarter. However, Tesla may be able to potentially recognize hundreds of millions of dollars in deferred revenue related to its full self-driving feature as that program expanded a bit during the quarter. I also am projecting a $100 million sequential decline in credit sales.</p>\n<p>Perhaps the biggest question in the quarter will be margins. All of those price hikes, the mix of more Model Y and new Model S, and the ramp of production in China should be positives, potentially offsetting some or all supply chain or chip shortage inflation. In my base case, I'm assuming that total automotive gross margins increase by one percentage point, or a little more than half of the 190 basis points they jumped from Q1 to Q2. As I usually do, the table below shows a bear, base, and bull case, with dollar values in millions except per share amounts.</p>\n<p><img src=\"https://static.tigerbbs.com/9f864f8d975853337e47b5f88687b983\" tg-width=\"551\" tg-height=\"595\" width=\"100%\" height=\"auto\">I'm sure there will be critics who think I'm just trying to set a high bar so that Tesla cannot beat my base case. That is not true here, as on the revenue side I'm not even halfway between the street average and the high estimate on the street. On the bottom line, I'm not even calling for Tesla to beat by as much as it did in Q2 (47 cents). Also, using the average jump from Q2 to Q3 non-GAAP earnings per share over the past three years would put us a bit above $2 per share, and I'm still calling for a one handle there. For Tesla to miss estimates on the bottom line, gross margins would have to drop by about a percentage point sequentially. Even then, a little revenue upside or savings on the operating expense lines could still fuel a bottom line beat.</p>\n<p>The other major item investors will be watching for is an update on Tesla's production facilities. It appears that Shanghai 3/Y production is now greater than Fremont's, and the Berlin and Texas factories are still on track to open this year. The company needs these facilities to come online in the next few months if it wants to hit a 50% yearly growth rate for 2022, likely meaning over 1.3 million deliveries. Any Tesla-specific delays that linger meaningfully into the new year may also impact other new products (Semi, Cybertruck, new Roadster) that have already been delayed a bit, as well as allowing the competition to potentially steal some market share. In the past few days, Tesla removed the Cybertruck's&nbsp;specifications and prices from its website. This may have to do with surging commodity costs since that product was unveiled, and it likely means Tesla will raise prices when production finally starts.</p>\n<p>As for Tesla shares, they are currently in a very nice uptrend and have broken solidly above $800 after the Q3 delivery report. As the chart below shows, the 50-day moving average (pink line) has crossed back above its longer term counterpart (200-day in purple). The stock closed Friday less than $60 from its all-time high, so the only concern here might be that the earnings report could be the old \"buy the rumor, sell the news\" type of event.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6c847a0a536db8d53da68a6fbbbeac\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"><span>Source: Yahoo! Finance</span></p>\n<p>Tesla is set to report Q3 earnings this week, and it would not surprise me if we see the company beat again. Given the sharp sequential rise in deliveries, the street seems a bit low with some of its estimates, and any margin increases would likely mean a significant bottom line beat. Investors will be looking for updates on production capacities, not only to see if Berlin and Texas are close to being ready, but to start thinking about how far over one million deliveries Tesla could get next year. It certainly will be interesting to see the stock's reaction afterwards, as the recent rally may mean investors are pricing in another big beat.</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>Tesla Q3: Blowout Possible Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q3: Blowout Possible Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-19 13:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4460443-tesla-stock-blowout-q3-possible-again><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nQ3 street estimates seems rather low.\nMargin strength could lead to large beat.\nInvestors looking for comments on supply chain issues.\n\nAdrianHancu/iStock Editorial via Getty Images\nAll eyes ...</p>\n\n<a href=\"https://seekingalpha.com/article/4460443-tesla-stock-blowout-q3-possible-again\">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://seekingalpha.com/article/4460443-tesla-stock-blowout-q3-possible-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198851965","content_text":"Summary\n\nQ3 street estimates seems rather low.\nMargin strength could lead to large beat.\nInvestors looking for comments on supply chain issues.\n\nAdrianHancu/iStock Editorial via Getty Images\nAll eyes will be on electric vehicle maker Tesla(NASDAQ:TSLA)as the company reports its third quarter results after the bell on Wednesday, October 20th. Recently, the company announced record production and deliveries for the quarter that smashed analyst expectations. However, street estimates for Q3 haven't risen as much as one might expect, which could lead to another blowout earnings report this week.\nFor the period, preliminary deliveries of 241,300 beat street estimates by nearly 20,000 units. In Q2 of this year, the average revenue per vehicle delivered (including regulatory credit sales) was just under $50,700. If you basically round off, the math tells you that a beat of that size should equal about an extra billion dollars in revenue. Going into the report, the street was exactly at $13 billion for its Q3 average, but take a look at where we are now.\nSource: Seeking Alpha analyst estimates page\nDespite the large deliveries beat, the street average hasn't even risen by $650 million, so the consensus seems to be a bit low right now. Additionally, the \"low\" estimate seems completely off base, as that would represent a decline over Q2's top line figure despite an extra roughly 40,000 deliveries. Don't forget, the sequential jump in Model S cash deliveries was around 6,000 units, which at an average selling price of $100,000 is an additional $600 million in revenue alone. Taking the low estimate out would increase the street average by $100 million. Unless there was some massive discounting going on or some prior period adjustment, any revenue estimates around or below $13 billion just don't seem logical.\nModel Y sales to Europe, more Model S sales (including the expensive Plaid), and a full quarter of price raises in the US should all be tailwinds. The standard range Y in China will provide somewhat of a headwind, along with a slightly stronger dollar in the quarter. However, Tesla may be able to potentially recognize hundreds of millions of dollars in deferred revenue related to its full self-driving feature as that program expanded a bit during the quarter. I also am projecting a $100 million sequential decline in credit sales.\nPerhaps the biggest question in the quarter will be margins. All of those price hikes, the mix of more Model Y and new Model S, and the ramp of production in China should be positives, potentially offsetting some or all supply chain or chip shortage inflation. In my base case, I'm assuming that total automotive gross margins increase by one percentage point, or a little more than half of the 190 basis points they jumped from Q1 to Q2. As I usually do, the table below shows a bear, base, and bull case, with dollar values in millions except per share amounts.\nI'm sure there will be critics who think I'm just trying to set a high bar so that Tesla cannot beat my base case. That is not true here, as on the revenue side I'm not even halfway between the street average and the high estimate on the street. On the bottom line, I'm not even calling for Tesla to beat by as much as it did in Q2 (47 cents). Also, using the average jump from Q2 to Q3 non-GAAP earnings per share over the past three years would put us a bit above $2 per share, and I'm still calling for a one handle there. For Tesla to miss estimates on the bottom line, gross margins would have to drop by about a percentage point sequentially. Even then, a little revenue upside or savings on the operating expense lines could still fuel a bottom line beat.\nThe other major item investors will be watching for is an update on Tesla's production facilities. It appears that Shanghai 3/Y production is now greater than Fremont's, and the Berlin and Texas factories are still on track to open this year. The company needs these facilities to come online in the next few months if it wants to hit a 50% yearly growth rate for 2022, likely meaning over 1.3 million deliveries. Any Tesla-specific delays that linger meaningfully into the new year may also impact other new products (Semi, Cybertruck, new Roadster) that have already been delayed a bit, as well as allowing the competition to potentially steal some market share. In the past few days, Tesla removed the Cybertruck's specifications and prices from its website. This may have to do with surging commodity costs since that product was unveiled, and it likely means Tesla will raise prices when production finally starts.\nAs for Tesla shares, they are currently in a very nice uptrend and have broken solidly above $800 after the Q3 delivery report. As the chart below shows, the 50-day moving average (pink line) has crossed back above its longer term counterpart (200-day in purple). The stock closed Friday less than $60 from its all-time high, so the only concern here might be that the earnings report could be the old \"buy the rumor, sell the news\" type of event.\nSource: Yahoo! Finance\nTesla is set to report Q3 earnings this week, and it would not surprise me if we see the company beat again. Given the sharp sequential rise in deliveries, the street seems a bit low with some of its estimates, and any margin increases would likely mean a significant bottom line beat. Investors will be looking for updates on production capacities, not only to see if Berlin and Texas are close to being ready, but to start thinking about how far over one million deliveries Tesla could get next year. It certainly will be interesting to see the stock's reaction afterwards, as the recent rally may mean investors are pricing in another big beat.","news_type":1},"isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818294193,"gmtCreate":1630411161612,"gmtModify":1633678278260,"author":{"id":"4088998199430630","authorId":"4088998199430630","authorIdStr":"4088998199430630","name":"Wengyeeee","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088998199430630"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818294193","repostId":"1181079166","repostType":4,"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818294052,"gmtCreate":1630411154476,"gmtModify":1633678278383,"author":{"id":"4088998199430630","authorId":"4088998199430630","authorIdStr":"4088998199430630","name":"Wengyeeee","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088998199430630"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818294052","repostId":"1153871779","repostType":4,"repost":{"id":"1153871779","pubTimestamp":1630375340,"share":"https://www.laohu8.com/m/news/1153871779?lang=&edition=full","pubTime":"2021-08-31 10:02","market":"us","language":"en","title":"9 stocks hedge funds and mutual funds really love right now: Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=1153871779","media":"Yahoo","summary":"In abull market like the one we have at present, it's unsurprising that money managers at mutual fun","content":"<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p>\n<p>The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p>\n<p>Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&amp;P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p>\n<p>These nine \"shared favorites\" have lagged the S&amp;P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p>\n<p>\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&amp;P 500) and outpaced the S&amp;P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p>\n<p>Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p>\n<p>Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p>\n<p>\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p>\n<p>Both mutual fund and hedge fund managers seem to agree on that take on cash.</p>","source":"lsy1584348713084","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>9 stocks hedge funds and mutual funds really love right now: Goldman</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\">\n9 stocks hedge funds and mutual funds really love right now: Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html><strong>Yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find ...</p>\n\n<a href=\"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWLO":"Twilio Inc","WFC":"富国银行","V":"Visa","SQ":"Block","LBRDA":"Liberty Broadband Corporation - Class A","ADBE":"Adobe","GM":"通用汽车","MA":"万事达"},"source_url":"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153871779","content_text":"In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.\nGoldman Sachs found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: Adobe , Fiserv (FISV), General Motors , Liberty Broadband , Mastercard (MA), Square , Twilio, Visa (V) and Wells Fargo .\nThe stocks — mostly of the growth variety (save for Wells Fargoand General Motors) aren't cheap from a valuation perspective, however.\nGoldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.\nThese nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.\n\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.\nWhere there appears to be further agreement is on the outlook for stocks headed into year-end.\nMutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.\n\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.\nBoth mutual fund and hedge fund managers seem to agree on that take on cash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818295484,"gmtCreate":1630411147648,"gmtModify":1633678278628,"author":{"id":"4088998199430630","authorId":"4088998199430630","authorIdStr":"4088998199430630","name":"Wengyeeee","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088998199430630"},"themes":[],"htmlText":"&nbsp;Ok","listText":"&nbsp;Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818295484","repostId":"2163183878","repostType":4,"repost":{"id":"2163183878","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1630392924,"share":"https://www.laohu8.com/m/news/2163183878?lang=&edition=full","pubTime":"2021-08-31 14:55","market":"us","language":"en","title":"This Meme Stock Just Raced Past GameStop As The New Money Machine","url":"https://stock-news.laohu8.com/highlight/detail?id=2163183878","media":"Investors","summary":"Still think GameStop is the moneymaking Meme-stock to own? That's so January. The crowd has moved on to a new darling outside the S&P 500.","content":"<p>Still think <b>GameStop</b> is the moneymaking Meme-stock to own? That's so January; the crowd has moved on.</p>\n<p><b><a href=\"https://laohu8.com/S/SPRT\">Support.com</a></b> erupted out of nowhere this month and is suddenly stealing the Reddit-crowd's affection. And for good reason: It's fast pushing GameStop aside. Shares of Support.com are up 1,583% just this year. That puts it ahead of the still-impressive 1,041% year-to-date rise of GameStop.</p>\n<p>Just Monday, SPRT stock is up 9.78, or nearly 40%, to 36.10. Shares are up more than 200%, just in the past month.</p>\n<p>And now, Support.com is the No. 2 top stock among all the stocks in S&amp;P 1500 and S&amp;P Completion indexes this year. And it's making a run at the No. 1 spot still hung onto by <b>AMC Entertainment</b> with its 2,017% gain this year.</p>\n<p>And that difference is adding up to real money. Had you plunked down $10,000 on Support.com in January, it would now be worth $168,319. That's already nearly 50% more than you would have made in that time on GameStop. And it's only 25% shy of the $211,698 you'd have if you owned AMC Entertainment.</p>\n<h2>Support.com Comes Out Of Nowhere</h2>\n<p>What is Support.com? It's a tiny $638 million in market value company that provides tech support for employees who work from home. Yes, they're the people who tell you to reboot your computer when your email isn't working.</p>\n<p>And this is certainly not a company on Wall Street's radar. There are no current analysts following the stock, says S&amp;P Global Market Intelligence. That means there are no valid earnings or revenue estimates, much less a price target.</p>\n<p>The company reported having total assets of $46 million and liabilities of $5.7 million at the end of the last quarter in June. And during the period, it reported a net loss of $799,000 on revenue of nearly $8 million. Keep in mind, it made $617,000 in the same year-ago period on 33% higher revenue.</p>\n<p>The company is due to report its next quarterly results on Nov. 12. It's not in any major market indices, such as the S&amp;P Small Cap 600, much less the S&amp;P 500.</p>\n<h2>What's The Draw Of Support.com?</h2>\n<p>Investors are looking to Support.com as the latest opportunity to rush into a stock with heavy short interest and run it up.</p>\n<p>More than 25% of Support.com's shares outstanding are still in the hands of short-sellers. That's much higher than the 18% of AMC Entertainment shares being shorted and just 10% of GameStop.</p>\n<p>When a stock is heavily shorted like Support.com, bearish investors borrow the stock and sell the shares. But if the stock rises, these shorts are forced to buy the shares back. If they don't, they face unlimited losses. The scramble by nervous shorts to buy the stock can cause an explosive rally.</p>\n<p>Savvy investors know to look for growth companies with solid fundamentals and stock action. That is not Support.com. But investors are enjoying the ride for now.</p>\n<h2>Which Stocks Turned $10,000 Into The Biggest Gains?</h2>\n<p><i>S&amp;P 1500 and Completion Index stocks up the most this year so far</i></p>\n<table>\n <thead>\n  <tr>\n   <th>Company</th>\n   <th>Symbol</th>\n   <th>Stock YTD % ch.</th>\n   <th>What $10,000 invested this year is worth now</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><b>AMC Entertainment</b></td>\n   <td></td>\n   <td><b>2,019.3%</b></td>\n   <td><b>$211,934</b></td>\n  </tr>\n  <tr>\n   <td>Support.com</td>\n   <td></td>\n   <td>1,560.5%</td>\n   <td>$166,045</td>\n  </tr>\n  <tr>\n   <td>GameStop</td>\n   <td></td>\n   <td>1,039.4%</td>\n   <td>$113,941</td>\n  </tr>\n  <tr>\n   <td>Vertex Energy</td>\n   <td></td>\n   <td>924.9%</td>\n   <td>$102,487</td>\n  </tr>\n  <tr>\n   <td>Cassava Sciences</td>\n   <td></td>\n   <td>666.1%</td>\n   <td>$76,613</td>\n  </tr>\n </tbody>\n</table>\n<h5>Sources: IBD, S&amp;P Global Market Intelligence</h5>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Meme Stock Just Raced Past GameStop As The New Money Machine</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Meme Stock Just Raced Past GameStop As The New Money Machine\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-08-31 14:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Still think <b>GameStop</b> is the moneymaking Meme-stock to own? That's so January; the crowd has moved on.</p>\n<p><b><a href=\"https://laohu8.com/S/SPRT\">Support.com</a></b> erupted out of nowhere this month and is suddenly stealing the Reddit-crowd's affection. And for good reason: It's fast pushing GameStop aside. Shares of Support.com are up 1,583% just this year. That puts it ahead of the still-impressive 1,041% year-to-date rise of GameStop.</p>\n<p>Just Monday, SPRT stock is up 9.78, or nearly 40%, to 36.10. Shares are up more than 200%, just in the past month.</p>\n<p>And now, Support.com is the No. 2 top stock among all the stocks in S&amp;P 1500 and S&amp;P Completion indexes this year. And it's making a run at the No. 1 spot still hung onto by <b>AMC Entertainment</b> with its 2,017% gain this year.</p>\n<p>And that difference is adding up to real money. Had you plunked down $10,000 on Support.com in January, it would now be worth $168,319. That's already nearly 50% more than you would have made in that time on GameStop. And it's only 25% shy of the $211,698 you'd have if you owned AMC Entertainment.</p>\n<h2>Support.com Comes Out Of Nowhere</h2>\n<p>What is Support.com? It's a tiny $638 million in market value company that provides tech support for employees who work from home. Yes, they're the people who tell you to reboot your computer when your email isn't working.</p>\n<p>And this is certainly not a company on Wall Street's radar. There are no current analysts following the stock, says S&amp;P Global Market Intelligence. That means there are no valid earnings or revenue estimates, much less a price target.</p>\n<p>The company reported having total assets of $46 million and liabilities of $5.7 million at the end of the last quarter in June. And during the period, it reported a net loss of $799,000 on revenue of nearly $8 million. Keep in mind, it made $617,000 in the same year-ago period on 33% higher revenue.</p>\n<p>The company is due to report its next quarterly results on Nov. 12. It's not in any major market indices, such as the S&amp;P Small Cap 600, much less the S&amp;P 500.</p>\n<h2>What's The Draw Of Support.com?</h2>\n<p>Investors are looking to Support.com as the latest opportunity to rush into a stock with heavy short interest and run it up.</p>\n<p>More than 25% of Support.com's shares outstanding are still in the hands of short-sellers. That's much higher than the 18% of AMC Entertainment shares being shorted and just 10% of GameStop.</p>\n<p>When a stock is heavily shorted like Support.com, bearish investors borrow the stock and sell the shares. But if the stock rises, these shorts are forced to buy the shares back. If they don't, they face unlimited losses. The scramble by nervous shorts to buy the stock can cause an explosive rally.</p>\n<p>Savvy investors know to look for growth companies with solid fundamentals and stock action. That is not Support.com. But investors are enjoying the ride for now.</p>\n<h2>Which Stocks Turned $10,000 Into The Biggest Gains?</h2>\n<p><i>S&amp;P 1500 and Completion Index stocks up the most this year so far</i></p>\n<table>\n <thead>\n  <tr>\n   <th>Company</th>\n   <th>Symbol</th>\n   <th>Stock YTD % ch.</th>\n   <th>What $10,000 invested this year is worth now</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><b>AMC Entertainment</b></td>\n   <td></td>\n   <td><b>2,019.3%</b></td>\n   <td><b>$211,934</b></td>\n  </tr>\n  <tr>\n   <td>Support.com</td>\n   <td></td>\n   <td>1,560.5%</td>\n   <td>$166,045</td>\n  </tr>\n  <tr>\n   <td>GameStop</td>\n   <td></td>\n   <td>1,039.4%</td>\n   <td>$113,941</td>\n  </tr>\n  <tr>\n   <td>Vertex Energy</td>\n   <td></td>\n   <td>924.9%</td>\n   <td>$102,487</td>\n  </tr>\n  <tr>\n   <td>Cassava Sciences</td>\n   <td></td>\n   <td>666.1%</td>\n   <td>$76,613</td>\n  </tr>\n </tbody>\n</table>\n<h5>Sources: IBD, S&amp;P Global Market Intelligence</h5>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","NGD":"New Gold"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163183878","content_text":"Still think GameStop is the moneymaking Meme-stock to own? That's so January; the crowd has moved on.\nSupport.com erupted out of nowhere this month and is suddenly stealing the Reddit-crowd's affection. And for good reason: It's fast pushing GameStop aside. Shares of Support.com are up 1,583% just this year. That puts it ahead of the still-impressive 1,041% year-to-date rise of GameStop.\nJust Monday, SPRT stock is up 9.78, or nearly 40%, to 36.10. Shares are up more than 200%, just in the past month.\nAnd now, Support.com is the No. 2 top stock among all the stocks in S&P 1500 and S&P Completion indexes this year. And it's making a run at the No. 1 spot still hung onto by AMC Entertainment with its 2,017% gain this year.\nAnd that difference is adding up to real money. Had you plunked down $10,000 on Support.com in January, it would now be worth $168,319. That's already nearly 50% more than you would have made in that time on GameStop. And it's only 25% shy of the $211,698 you'd have if you owned AMC Entertainment.\nSupport.com Comes Out Of Nowhere\nWhat is Support.com? It's a tiny $638 million in market value company that provides tech support for employees who work from home. Yes, they're the people who tell you to reboot your computer when your email isn't working.\nAnd this is certainly not a company on Wall Street's radar. There are no current analysts following the stock, says S&P Global Market Intelligence. That means there are no valid earnings or revenue estimates, much less a price target.\nThe company reported having total assets of $46 million and liabilities of $5.7 million at the end of the last quarter in June. And during the period, it reported a net loss of $799,000 on revenue of nearly $8 million. Keep in mind, it made $617,000 in the same year-ago period on 33% higher revenue.\nThe company is due to report its next quarterly results on Nov. 12. It's not in any major market indices, such as the S&P Small Cap 600, much less the S&P 500.\nWhat's The Draw Of Support.com?\nInvestors are looking to Support.com as the latest opportunity to rush into a stock with heavy short interest and run it up.\nMore than 25% of Support.com's shares outstanding are still in the hands of short-sellers. That's much higher than the 18% of AMC Entertainment shares being shorted and just 10% of GameStop.\nWhen a stock is heavily shorted like Support.com, bearish investors borrow the stock and sell the shares. But if the stock rises, these shorts are forced to buy the shares back. If they don't, they face unlimited losses. The scramble by nervous shorts to buy the stock can cause an explosive rally.\nSavvy investors know to look for growth companies with solid fundamentals and stock action. That is not Support.com. But investors are enjoying the ride for now.\nWhich Stocks Turned $10,000 Into The Biggest Gains?\nS&P 1500 and Completion Index stocks up the most this year so far\n\n\n\nCompany\nSymbol\nStock YTD % ch.\nWhat $10,000 invested this year is worth now\n\n\n\n\nAMC Entertainment\n\n2,019.3%\n$211,934\n\n\nSupport.com\n\n1,560.5%\n$166,045\n\n\nGameStop\n\n1,039.4%\n$113,941\n\n\nVertex Energy\n\n924.9%\n$102,487\n\n\nCassava Sciences\n\n666.1%\n$76,613\n\n\n\nSources: IBD, S&P Global Market Intelligence","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898839335,"gmtCreate":1628482872727,"gmtModify":1633746798569,"author":{"id":"4088998199430630","authorId":"4088998199430630","authorIdStr":"4088998199430630","name":"Wengyeeee","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088998199430630"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898839335","repostId":"2157418003","repostType":4,"repost":{"id":"2157418003","pubTimestamp":1628480256,"share":"https://www.laohu8.com/m/news/2157418003?lang=&edition=full","pubTime":"2021-08-09 11:37","market":"us","language":"en","title":"3 AI Stocks to Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2157418003","media":"Motley Fool","summary":"There's a number of ways to play this trend.","content":"<p>The work in artificial intelligence (AI) has accelerated over the last decade and is becoming a part of our everyday lives. Companies in numerous industries are racing to adopt AI to improve operations and the customer experience, or make sense of the massive amounts of data available. We asked three Motley Fool contributors to highlight <a href=\"https://laohu8.com/S/AONE.U\">one</a> company that's making strides in AI that would be worth buying and holding for the next decade. They chose <b>Alphabet</b> (NASDAQ:GOOGL) (NASDAQ:GOOG), <b>Etsy</b> (NASDAQ:ETSY), and <b>Zebra Technologies</b> (NASDAQ:ZBRA).</p>\n<h2>Alphabet: An AI pioneer</h2>\n<p><b>Danny Vena (Alphabet): </b>No list of AI innovators would be complete without Alphabet. AI had been around for decades, but back in 2011, Google began its pioneering work in the field of deep learning with the Google Brain. Noted AI researcher and Stanford adjunct professor Andrew Ng collaborated with Google scientists, and the rest -- as they say -- is history.</p>\n<p>The first major breakthrough came in 2012 when the self-learning AI system taught itself to recognize cats from 10 million images culled from YouTube videos. That might seem frivolous by today's standards, but it paved the way for significant advances in visual and speech recognition, which are now staple technologies powering smartphones.</p>\n<p><img src=\"https://static.tigerbbs.com/16a386153d7c90c6da6ca6476892c93e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Google doubled down on AI with its $400 million acquisition of DeepMind in 2014. The company developed a system that could defeat the world's top players in the ancient Chinese game of Go, which is universally acknowledged as the one of the most sophisticated and difficult games to master.</p>\n<p>There are also a growing number of applications in the medical field. Google AI has been able to detect signs of diabetic retinopathy in eye scans with 90% accuracy, and has outperformed radiologists at identifying breast cancer in mammograms.</p>\n<p>That's not to mention Waymo, Alphabet's self-driving car segment. The system, which was developed in 2009, is believed to be among the most advanced autonomous vehicle systems in the world. Waymo vehicles have been driving the streets around the suburbs of Phoenix for years, and its vehicles there haven't required drivers since last year. It's also testing its mettle in San Francisco and Mountain View, California. The company is considering expanding its robotaxi service, while also mulling the idea of leasing its system to automakers.</p>\n<p>So what does all this mean? Because it's still early days for AI and there are so many potential applications, it's difficult to quantify just how much Google's AI technology could be worth to Alphabet. Waymo's self-driving technology alone could be worth billions of dollars, but estimates vary widely. Back in 2018, Waymo was valued as high as $175 billion, though recent funding rounds have valued the unit at a more modest $30 billion.</p>\n<p>Internally, however, Alphabet is getting its money's worth from Google's AI. The technology helps make Google Maps, News, and Assistant smarter, and powers Google Translate to increase the accuracy of its translations. Perhaps most importantly, however, it helps boost the accuracy of Google's flagship search and digital advertising, which ultimately pay the bills.</p>\n<p>In the second quarter, Alphabet's revenue of $61.88 billion surged 62% year over year, though part of that was the result of easier comps. This helped push earnings per share to $27.26, climbing 169%.</p>\n<p>It would be almost impossible to pin down just what this AI is worth to investors. That said, given its dominance in both search and digital advertising and its early and continuing investment in AI, it's easy to see why Alphabet should be a key AI stock to buy and hold for a decade.</p>\n<h2>Etsy: Utilizing AI for a better customer experience</h2>\n<p><b>Will Healy (Etsy): </b>Etsy's description as a community of sellers who offer artisan products, craft supplies, and vintage goods does not make it sound like much of an AI company on the surface. However, its 5.2 million active sellers and 90 million active buyers depend heavily on artificial intelligence to find one another. To facilitate its AI capabilities, Etsy completed a migration to <b>Alphabet</b>'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Cloud in early 2020.</p>\n<p>Also, on Etsy's Q1 2021 earnings call, CEO Josh Silverman talked about a focus on multivariate models powered by machine learning. This involves collecting data to deliver more personalized search results. Silverman wants machine learning to so finely tune these results that \"Etsy truly feels made just for you.\"</p>\n<p><img src=\"https://static.tigerbbs.com/085921427b335a1b777c7d40501202f3\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Despite these efforts, investors sold off the stock after the release of its Q2 earnings. Revenue rose by 23% to $529 million in the second quarter. Net income only increased 2% year over year in Q2 to $98 million as a surge in operating expenses of 47% almost negated a $12.5 million income tax benefit.&nbsp;With no 2021 guidance and only 14% year-over-year revenue growth forecasted for Q3, investors sold off the stock.</p>\n<p>Still, the first six months of 2021 brought revenue of $242 million, 122% higher than the first two quarters of 2020.&nbsp;Moreover, Etsy stock has risen by almost 40% over the last 12 months despite trading 30% below its 2021 high. Additionally, the P/E ratio of 50 takes the earnings multiple near historical lows. This could present an opportunity to buy a prosperous AI stock at a significant discount.</p>\n<h2>Zebra: Moving beyond the barcode</h2>\n<p><b>Brian Withers</b> <b>(Zebra Technologies): </b>Those familiar with Zebra Technologies probably know it for its barcode printers and scanners, but the company is moving beyond its roots into exciting new areas. CEO Anders Gustafsson explains this new direction as the Enterprise Asset Intelligence vision. This effort is focused on products and solutions that \"sense,\" \"analyze,\" and \"act.\" For Zebra's customers that manufacture, distribute, or sell goods, these three functions are incredibly important for tracking and managing their assets.</p>\n<p><img src=\"https://static.tigerbbs.com/d45c22500f9fb7ce2abbae2a40513c8b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>For the last several years, Zebra has been enhancing its product and solution lineup along this vision by making a number of key acquisitions in smart technology. These key purchases have brought additional capabilities in house, such as robotics, AI, computer vision (a subset of AI), and machine learning (a branch of AI).</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Acquisition</p></th>\n   <th><p>Announce Date</p></th>\n   <th><p>Price</p></th>\n   <th><p>Specialty</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Fetch Robotics</p></td>\n   <td><p>July 2021</p></td>\n   <td><p>$290 million</p></td>\n   <td><p>Autonomous mobile robots and AI</p></td>\n  </tr>\n  <tr>\n   <td><p>Adaptive Vision</p></td>\n   <td><p>May 2021</p></td>\n   <td><p>Not disclosed</p></td>\n   <td><p>Computer vision</p></td>\n  </tr>\n  <tr>\n   <td><p>Cortexica Vision Systems</p></td>\n   <td><p>Nov. 2019</p></td>\n   <td><p>Not disclosed</p></td>\n   <td><p>Computer vision</p></td>\n  </tr>\n  <tr>\n   <td><p>Profitech</p></td>\n   <td><p>May 2019</p></td>\n   <td><p>Not disclosed</p></td>\n   <td><p>Machine learning and prescriptive analytics</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Crunchbase and company news releases.</p>\n<p>As Zebra looks to deepen its ties with the manufacturing and fulfillment industries, its two most recent acquisitions are critical enablers. On the most recent earnings call, Gustafsson explained that its merger and acquisition activities will enable it to capture \"newer markets to digitize and automate workflows.\" As its customer processes get more complex, artificial intelligence will be a critical component to make all of this smart technology work together.</p>\n<p>The company has a full suite of well-known products already and is growing its business handily. Last quarter the company saw 44% top-line growth and profits grew even faster at a triple-digit rate year over year. Its balance sheet is a bit debt-heavy with $338 million in cash and equivalents versus $996 million in debt, but its cash flow is stellar. For the first half of the year, Zebra generated a solid $539 million in operational cash flow.</p>\n<p>Zebra has one foot in the present with a growing business that is critical for customers today, and one foot in the future with its Enterprise Asset Intelligence vision, smart acquisition strategy, and use of artificial intelligence to make it all work together. Over the last decade, this industrial equipment specialist's stock grew by over 1,500% for shareholders. The next decade may not be as lucrative for investors, but it's likely that this winner will keep on winning. Interested investors would do well to buy a few shares today and hold until at least 2031.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 AI Stocks to Buy and Hold for the Next Decade</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 AI Stocks to Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/08/3-ai-stocks-to-buy-and-hold-for-the-next-decade/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The work in artificial intelligence (AI) has accelerated over the last decade and is becoming a part of our everyday lives. Companies in numerous industries are racing to adopt AI to improve ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/08/3-ai-stocks-to-buy-and-hold-for-the-next-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","ZBRA":"斑马技术","GOOGL":"谷歌A","ETSY":"Etsy, Inc."},"source_url":"https://www.fool.com/investing/2021/08/08/3-ai-stocks-to-buy-and-hold-for-the-next-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157418003","content_text":"The work in artificial intelligence (AI) has accelerated over the last decade and is becoming a part of our everyday lives. Companies in numerous industries are racing to adopt AI to improve operations and the customer experience, or make sense of the massive amounts of data available. We asked three Motley Fool contributors to highlight one company that's making strides in AI that would be worth buying and holding for the next decade. They chose Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG), Etsy (NASDAQ:ETSY), and Zebra Technologies (NASDAQ:ZBRA).\nAlphabet: An AI pioneer\nDanny Vena (Alphabet): No list of AI innovators would be complete without Alphabet. AI had been around for decades, but back in 2011, Google began its pioneering work in the field of deep learning with the Google Brain. Noted AI researcher and Stanford adjunct professor Andrew Ng collaborated with Google scientists, and the rest -- as they say -- is history.\nThe first major breakthrough came in 2012 when the self-learning AI system taught itself to recognize cats from 10 million images culled from YouTube videos. That might seem frivolous by today's standards, but it paved the way for significant advances in visual and speech recognition, which are now staple technologies powering smartphones.\n\nImage source: Getty Images.\nGoogle doubled down on AI with its $400 million acquisition of DeepMind in 2014. The company developed a system that could defeat the world's top players in the ancient Chinese game of Go, which is universally acknowledged as the one of the most sophisticated and difficult games to master.\nThere are also a growing number of applications in the medical field. Google AI has been able to detect signs of diabetic retinopathy in eye scans with 90% accuracy, and has outperformed radiologists at identifying breast cancer in mammograms.\nThat's not to mention Waymo, Alphabet's self-driving car segment. The system, which was developed in 2009, is believed to be among the most advanced autonomous vehicle systems in the world. Waymo vehicles have been driving the streets around the suburbs of Phoenix for years, and its vehicles there haven't required drivers since last year. It's also testing its mettle in San Francisco and Mountain View, California. The company is considering expanding its robotaxi service, while also mulling the idea of leasing its system to automakers.\nSo what does all this mean? Because it's still early days for AI and there are so many potential applications, it's difficult to quantify just how much Google's AI technology could be worth to Alphabet. Waymo's self-driving technology alone could be worth billions of dollars, but estimates vary widely. Back in 2018, Waymo was valued as high as $175 billion, though recent funding rounds have valued the unit at a more modest $30 billion.\nInternally, however, Alphabet is getting its money's worth from Google's AI. The technology helps make Google Maps, News, and Assistant smarter, and powers Google Translate to increase the accuracy of its translations. Perhaps most importantly, however, it helps boost the accuracy of Google's flagship search and digital advertising, which ultimately pay the bills.\nIn the second quarter, Alphabet's revenue of $61.88 billion surged 62% year over year, though part of that was the result of easier comps. This helped push earnings per share to $27.26, climbing 169%.\nIt would be almost impossible to pin down just what this AI is worth to investors. That said, given its dominance in both search and digital advertising and its early and continuing investment in AI, it's easy to see why Alphabet should be a key AI stock to buy and hold for a decade.\nEtsy: Utilizing AI for a better customer experience\nWill Healy (Etsy): Etsy's description as a community of sellers who offer artisan products, craft supplies, and vintage goods does not make it sound like much of an AI company on the surface. However, its 5.2 million active sellers and 90 million active buyers depend heavily on artificial intelligence to find one another. To facilitate its AI capabilities, Etsy completed a migration to Alphabet's (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Cloud in early 2020.\nAlso, on Etsy's Q1 2021 earnings call, CEO Josh Silverman talked about a focus on multivariate models powered by machine learning. This involves collecting data to deliver more personalized search results. Silverman wants machine learning to so finely tune these results that \"Etsy truly feels made just for you.\"\n\nImage source: Getty Images.\nDespite these efforts, investors sold off the stock after the release of its Q2 earnings. Revenue rose by 23% to $529 million in the second quarter. Net income only increased 2% year over year in Q2 to $98 million as a surge in operating expenses of 47% almost negated a $12.5 million income tax benefit. With no 2021 guidance and only 14% year-over-year revenue growth forecasted for Q3, investors sold off the stock.\nStill, the first six months of 2021 brought revenue of $242 million, 122% higher than the first two quarters of 2020. Moreover, Etsy stock has risen by almost 40% over the last 12 months despite trading 30% below its 2021 high. Additionally, the P/E ratio of 50 takes the earnings multiple near historical lows. This could present an opportunity to buy a prosperous AI stock at a significant discount.\nZebra: Moving beyond the barcode\nBrian Withers (Zebra Technologies): Those familiar with Zebra Technologies probably know it for its barcode printers and scanners, but the company is moving beyond its roots into exciting new areas. CEO Anders Gustafsson explains this new direction as the Enterprise Asset Intelligence vision. This effort is focused on products and solutions that \"sense,\" \"analyze,\" and \"act.\" For Zebra's customers that manufacture, distribute, or sell goods, these three functions are incredibly important for tracking and managing their assets.\n\nImage source: Getty Images.\nFor the last several years, Zebra has been enhancing its product and solution lineup along this vision by making a number of key acquisitions in smart technology. These key purchases have brought additional capabilities in house, such as robotics, AI, computer vision (a subset of AI), and machine learning (a branch of AI).\n\n\n\nAcquisition\nAnnounce Date\nPrice\nSpecialty\n\n\n\n\nFetch Robotics\nJuly 2021\n$290 million\nAutonomous mobile robots and AI\n\n\nAdaptive Vision\nMay 2021\nNot disclosed\nComputer vision\n\n\nCortexica Vision Systems\nNov. 2019\nNot disclosed\nComputer vision\n\n\nProfitech\nMay 2019\nNot disclosed\nMachine learning and prescriptive analytics\n\n\n\nData source: Crunchbase and company news releases.\nAs Zebra looks to deepen its ties with the manufacturing and fulfillment industries, its two most recent acquisitions are critical enablers. On the most recent earnings call, Gustafsson explained that its merger and acquisition activities will enable it to capture \"newer markets to digitize and automate workflows.\" As its customer processes get more complex, artificial intelligence will be a critical component to make all of this smart technology work together.\nThe company has a full suite of well-known products already and is growing its business handily. Last quarter the company saw 44% top-line growth and profits grew even faster at a triple-digit rate year over year. Its balance sheet is a bit debt-heavy with $338 million in cash and equivalents versus $996 million in debt, but its cash flow is stellar. For the first half of the year, Zebra generated a solid $539 million in operational cash flow.\nZebra has one foot in the present with a growing business that is critical for customers today, and one foot in the future with its Enterprise Asset Intelligence vision, smart acquisition strategy, and use of artificial intelligence to make it all work together. Over the last decade, this industrial equipment specialist's stock grew by over 1,500% for shareholders. The next decade may not be as lucrative for investors, but it's likely that this winner will keep on winning. Interested investors would do well to buy a few shares today and hold until at least 2031.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898892214,"gmtCreate":1628482659038,"gmtModify":1633746803405,"author":{"id":"4088998199430630","authorId":"4088998199430630","authorIdStr":"4088998199430630","name":"Wengyeeee","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088998199430630"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898892214","repostId":"2157492988","repostType":4,"repost":{"id":"2157492988","pubTimestamp":1628480467,"share":"https://www.laohu8.com/m/news/2157492988?lang=&edition=full","pubTime":"2021-08-09 11:41","market":"us","language":"en","title":"3 Top Large-Cap Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=2157492988","media":"Motley Fool","summary":"These three large-cap stocks provide growth and stability.","content":"<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the <b>S&amp;P 500</b> and <b>Nasdaq</b> <b>Composite</b> are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.</p>\n<p>The trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.<img src=\"https://static.tigerbbs.com/a473d5ba64c80633f42466d051223667\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image Source: Getty Images</p>\n<h2><b>Amazon's \"slowing growth\" narrative is too bearish</b></h2>\n<p><b>Amazon</b> (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!</p>\n<p>That said, shares of Amazon are trailing the S&amp;P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.</p>\n<p>After being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.</p>\n<p>There are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.</p>\n<p>However, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.</p>\n<h2><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>'s slowing user-growth isn't an issue</b></h2>\n<p><b>Facebook</b>'s (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.</p>\n<p>Facebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.</p>\n<p>Like Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.</p>\n<p>Despite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.</p>\n<p>Zuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.</p>\n<h2><b>Apple is going from strength to strength</b></h2>\n<p>By now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, <b>Apple</b> (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.</p>\n<p>Despite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.</p>\n<p>While shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.</p>\n<p>Revenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.</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 Top Large-Cap Stocks to Buy in August</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 Top Large-Cap Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157492988","content_text":"Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.\nThe trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.\nImage Source: Getty Images\nAmazon's \"slowing growth\" narrative is too bearish\nAmazon (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!\nThat said, shares of Amazon are trailing the S&P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.\nAfter being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.\nThere are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.\nHowever, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.\nFacebook's slowing user-growth isn't an issue\nFacebook's (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.\nFacebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.\nLike Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.\nDespite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.\nZuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.\nApple is going from strength to strength\nBy now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, Apple (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.\nDespite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.\nWhile shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.\nRevenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898896237,"gmtCreate":1628482604429,"gmtModify":1633746804197,"author":{"id":"4088998199430630","authorId":"4088998199430630","authorIdStr":"4088998199430630","name":"Wengyeeee","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088998199430630"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898896237","repostId":"2157492988","repostType":4,"repost":{"id":"2157492988","pubTimestamp":1628480467,"share":"https://www.laohu8.com/m/news/2157492988?lang=&edition=full","pubTime":"2021-08-09 11:41","market":"us","language":"en","title":"3 Top Large-Cap Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=2157492988","media":"Motley Fool","summary":"These three large-cap stocks provide growth and stability.","content":"<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the <b>S&amp;P 500</b> and <b>Nasdaq</b> <b>Composite</b> are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.</p>\n<p>The trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.<img src=\"https://static.tigerbbs.com/a473d5ba64c80633f42466d051223667\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image Source: Getty Images</p>\n<h2><b>Amazon's \"slowing growth\" narrative is too bearish</b></h2>\n<p><b>Amazon</b> (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!</p>\n<p>That said, shares of Amazon are trailing the S&amp;P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.</p>\n<p>After being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.</p>\n<p>There are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.</p>\n<p>However, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.</p>\n<h2><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>'s slowing user-growth isn't an issue</b></h2>\n<p><b>Facebook</b>'s (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.</p>\n<p>Facebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.</p>\n<p>Like Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.</p>\n<p>Despite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.</p>\n<p>Zuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.</p>\n<h2><b>Apple is going from strength to strength</b></h2>\n<p>By now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, <b>Apple</b> (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.</p>\n<p>Despite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.</p>\n<p>While shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.</p>\n<p>Revenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.</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 Top Large-Cap Stocks to Buy in August</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 Top Large-Cap Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157492988","content_text":"Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.\nThe trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.\nImage Source: Getty Images\nAmazon's \"slowing growth\" narrative is too bearish\nAmazon (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!\nThat said, shares of Amazon are trailing the S&P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.\nAfter being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.\nThere are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.\nHowever, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.\nFacebook's slowing user-growth isn't an issue\nFacebook's (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.\nFacebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.\nLike Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.\nDespite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.\nZuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.\nApple is going from strength to strength\nBy now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, Apple (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.\nDespite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.\nWhile shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.\nRevenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":898839335,"gmtCreate":1628482872727,"gmtModify":1633746798569,"author":{"id":"4088998199430630","authorId":"4088998199430630","authorIdStr":"4088998199430630","name":"Wengyeeee","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088998199430630"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898839335","repostId":"2157418003","repostType":4,"repost":{"id":"2157418003","pubTimestamp":1628480256,"share":"https://www.laohu8.com/m/news/2157418003?lang=&edition=full","pubTime":"2021-08-09 11:37","market":"us","language":"en","title":"3 AI Stocks to Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2157418003","media":"Motley Fool","summary":"There's a number of ways to play this trend.","content":"<p>The work in artificial intelligence (AI) has accelerated over the last decade and is becoming a part of our everyday lives. Companies in numerous industries are racing to adopt AI to improve operations and the customer experience, or make sense of the massive amounts of data available. We asked three Motley Fool contributors to highlight <a href=\"https://laohu8.com/S/AONE.U\">one</a> company that's making strides in AI that would be worth buying and holding for the next decade. They chose <b>Alphabet</b> (NASDAQ:GOOGL) (NASDAQ:GOOG), <b>Etsy</b> (NASDAQ:ETSY), and <b>Zebra Technologies</b> (NASDAQ:ZBRA).</p>\n<h2>Alphabet: An AI pioneer</h2>\n<p><b>Danny Vena (Alphabet): </b>No list of AI innovators would be complete without Alphabet. AI had been around for decades, but back in 2011, Google began its pioneering work in the field of deep learning with the Google Brain. Noted AI researcher and Stanford adjunct professor Andrew Ng collaborated with Google scientists, and the rest -- as they say -- is history.</p>\n<p>The first major breakthrough came in 2012 when the self-learning AI system taught itself to recognize cats from 10 million images culled from YouTube videos. That might seem frivolous by today's standards, but it paved the way for significant advances in visual and speech recognition, which are now staple technologies powering smartphones.</p>\n<p><img src=\"https://static.tigerbbs.com/16a386153d7c90c6da6ca6476892c93e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Google doubled down on AI with its $400 million acquisition of DeepMind in 2014. The company developed a system that could defeat the world's top players in the ancient Chinese game of Go, which is universally acknowledged as the one of the most sophisticated and difficult games to master.</p>\n<p>There are also a growing number of applications in the medical field. Google AI has been able to detect signs of diabetic retinopathy in eye scans with 90% accuracy, and has outperformed radiologists at identifying breast cancer in mammograms.</p>\n<p>That's not to mention Waymo, Alphabet's self-driving car segment. The system, which was developed in 2009, is believed to be among the most advanced autonomous vehicle systems in the world. Waymo vehicles have been driving the streets around the suburbs of Phoenix for years, and its vehicles there haven't required drivers since last year. It's also testing its mettle in San Francisco and Mountain View, California. The company is considering expanding its robotaxi service, while also mulling the idea of leasing its system to automakers.</p>\n<p>So what does all this mean? Because it's still early days for AI and there are so many potential applications, it's difficult to quantify just how much Google's AI technology could be worth to Alphabet. Waymo's self-driving technology alone could be worth billions of dollars, but estimates vary widely. Back in 2018, Waymo was valued as high as $175 billion, though recent funding rounds have valued the unit at a more modest $30 billion.</p>\n<p>Internally, however, Alphabet is getting its money's worth from Google's AI. The technology helps make Google Maps, News, and Assistant smarter, and powers Google Translate to increase the accuracy of its translations. Perhaps most importantly, however, it helps boost the accuracy of Google's flagship search and digital advertising, which ultimately pay the bills.</p>\n<p>In the second quarter, Alphabet's revenue of $61.88 billion surged 62% year over year, though part of that was the result of easier comps. This helped push earnings per share to $27.26, climbing 169%.</p>\n<p>It would be almost impossible to pin down just what this AI is worth to investors. That said, given its dominance in both search and digital advertising and its early and continuing investment in AI, it's easy to see why Alphabet should be a key AI stock to buy and hold for a decade.</p>\n<h2>Etsy: Utilizing AI for a better customer experience</h2>\n<p><b>Will Healy (Etsy): </b>Etsy's description as a community of sellers who offer artisan products, craft supplies, and vintage goods does not make it sound like much of an AI company on the surface. However, its 5.2 million active sellers and 90 million active buyers depend heavily on artificial intelligence to find one another. To facilitate its AI capabilities, Etsy completed a migration to <b>Alphabet</b>'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Cloud in early 2020.</p>\n<p>Also, on Etsy's Q1 2021 earnings call, CEO Josh Silverman talked about a focus on multivariate models powered by machine learning. This involves collecting data to deliver more personalized search results. Silverman wants machine learning to so finely tune these results that \"Etsy truly feels made just for you.\"</p>\n<p><img src=\"https://static.tigerbbs.com/085921427b335a1b777c7d40501202f3\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Despite these efforts, investors sold off the stock after the release of its Q2 earnings. Revenue rose by 23% to $529 million in the second quarter. Net income only increased 2% year over year in Q2 to $98 million as a surge in operating expenses of 47% almost negated a $12.5 million income tax benefit.&nbsp;With no 2021 guidance and only 14% year-over-year revenue growth forecasted for Q3, investors sold off the stock.</p>\n<p>Still, the first six months of 2021 brought revenue of $242 million, 122% higher than the first two quarters of 2020.&nbsp;Moreover, Etsy stock has risen by almost 40% over the last 12 months despite trading 30% below its 2021 high. Additionally, the P/E ratio of 50 takes the earnings multiple near historical lows. This could present an opportunity to buy a prosperous AI stock at a significant discount.</p>\n<h2>Zebra: Moving beyond the barcode</h2>\n<p><b>Brian Withers</b> <b>(Zebra Technologies): </b>Those familiar with Zebra Technologies probably know it for its barcode printers and scanners, but the company is moving beyond its roots into exciting new areas. CEO Anders Gustafsson explains this new direction as the Enterprise Asset Intelligence vision. This effort is focused on products and solutions that \"sense,\" \"analyze,\" and \"act.\" For Zebra's customers that manufacture, distribute, or sell goods, these three functions are incredibly important for tracking and managing their assets.</p>\n<p><img src=\"https://static.tigerbbs.com/d45c22500f9fb7ce2abbae2a40513c8b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>For the last several years, Zebra has been enhancing its product and solution lineup along this vision by making a number of key acquisitions in smart technology. These key purchases have brought additional capabilities in house, such as robotics, AI, computer vision (a subset of AI), and machine learning (a branch of AI).</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Acquisition</p></th>\n   <th><p>Announce Date</p></th>\n   <th><p>Price</p></th>\n   <th><p>Specialty</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Fetch Robotics</p></td>\n   <td><p>July 2021</p></td>\n   <td><p>$290 million</p></td>\n   <td><p>Autonomous mobile robots and AI</p></td>\n  </tr>\n  <tr>\n   <td><p>Adaptive Vision</p></td>\n   <td><p>May 2021</p></td>\n   <td><p>Not disclosed</p></td>\n   <td><p>Computer vision</p></td>\n  </tr>\n  <tr>\n   <td><p>Cortexica Vision Systems</p></td>\n   <td><p>Nov. 2019</p></td>\n   <td><p>Not disclosed</p></td>\n   <td><p>Computer vision</p></td>\n  </tr>\n  <tr>\n   <td><p>Profitech</p></td>\n   <td><p>May 2019</p></td>\n   <td><p>Not disclosed</p></td>\n   <td><p>Machine learning and prescriptive analytics</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Crunchbase and company news releases.</p>\n<p>As Zebra looks to deepen its ties with the manufacturing and fulfillment industries, its two most recent acquisitions are critical enablers. On the most recent earnings call, Gustafsson explained that its merger and acquisition activities will enable it to capture \"newer markets to digitize and automate workflows.\" As its customer processes get more complex, artificial intelligence will be a critical component to make all of this smart technology work together.</p>\n<p>The company has a full suite of well-known products already and is growing its business handily. Last quarter the company saw 44% top-line growth and profits grew even faster at a triple-digit rate year over year. Its balance sheet is a bit debt-heavy with $338 million in cash and equivalents versus $996 million in debt, but its cash flow is stellar. For the first half of the year, Zebra generated a solid $539 million in operational cash flow.</p>\n<p>Zebra has one foot in the present with a growing business that is critical for customers today, and one foot in the future with its Enterprise Asset Intelligence vision, smart acquisition strategy, and use of artificial intelligence to make it all work together. Over the last decade, this industrial equipment specialist's stock grew by over 1,500% for shareholders. The next decade may not be as lucrative for investors, but it's likely that this winner will keep on winning. Interested investors would do well to buy a few shares today and hold until at least 2031.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 AI Stocks to Buy and Hold for the Next Decade</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 AI Stocks to Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/08/3-ai-stocks-to-buy-and-hold-for-the-next-decade/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The work in artificial intelligence (AI) has accelerated over the last decade and is becoming a part of our everyday lives. Companies in numerous industries are racing to adopt AI to improve ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/08/3-ai-stocks-to-buy-and-hold-for-the-next-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","ZBRA":"斑马技术","GOOGL":"谷歌A","ETSY":"Etsy, Inc."},"source_url":"https://www.fool.com/investing/2021/08/08/3-ai-stocks-to-buy-and-hold-for-the-next-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157418003","content_text":"The work in artificial intelligence (AI) has accelerated over the last decade and is becoming a part of our everyday lives. Companies in numerous industries are racing to adopt AI to improve operations and the customer experience, or make sense of the massive amounts of data available. We asked three Motley Fool contributors to highlight one company that's making strides in AI that would be worth buying and holding for the next decade. They chose Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG), Etsy (NASDAQ:ETSY), and Zebra Technologies (NASDAQ:ZBRA).\nAlphabet: An AI pioneer\nDanny Vena (Alphabet): No list of AI innovators would be complete without Alphabet. AI had been around for decades, but back in 2011, Google began its pioneering work in the field of deep learning with the Google Brain. Noted AI researcher and Stanford adjunct professor Andrew Ng collaborated with Google scientists, and the rest -- as they say -- is history.\nThe first major breakthrough came in 2012 when the self-learning AI system taught itself to recognize cats from 10 million images culled from YouTube videos. That might seem frivolous by today's standards, but it paved the way for significant advances in visual and speech recognition, which are now staple technologies powering smartphones.\n\nImage source: Getty Images.\nGoogle doubled down on AI with its $400 million acquisition of DeepMind in 2014. The company developed a system that could defeat the world's top players in the ancient Chinese game of Go, which is universally acknowledged as the one of the most sophisticated and difficult games to master.\nThere are also a growing number of applications in the medical field. Google AI has been able to detect signs of diabetic retinopathy in eye scans with 90% accuracy, and has outperformed radiologists at identifying breast cancer in mammograms.\nThat's not to mention Waymo, Alphabet's self-driving car segment. The system, which was developed in 2009, is believed to be among the most advanced autonomous vehicle systems in the world. Waymo vehicles have been driving the streets around the suburbs of Phoenix for years, and its vehicles there haven't required drivers since last year. It's also testing its mettle in San Francisco and Mountain View, California. The company is considering expanding its robotaxi service, while also mulling the idea of leasing its system to automakers.\nSo what does all this mean? Because it's still early days for AI and there are so many potential applications, it's difficult to quantify just how much Google's AI technology could be worth to Alphabet. Waymo's self-driving technology alone could be worth billions of dollars, but estimates vary widely. Back in 2018, Waymo was valued as high as $175 billion, though recent funding rounds have valued the unit at a more modest $30 billion.\nInternally, however, Alphabet is getting its money's worth from Google's AI. The technology helps make Google Maps, News, and Assistant smarter, and powers Google Translate to increase the accuracy of its translations. Perhaps most importantly, however, it helps boost the accuracy of Google's flagship search and digital advertising, which ultimately pay the bills.\nIn the second quarter, Alphabet's revenue of $61.88 billion surged 62% year over year, though part of that was the result of easier comps. This helped push earnings per share to $27.26, climbing 169%.\nIt would be almost impossible to pin down just what this AI is worth to investors. That said, given its dominance in both search and digital advertising and its early and continuing investment in AI, it's easy to see why Alphabet should be a key AI stock to buy and hold for a decade.\nEtsy: Utilizing AI for a better customer experience\nWill Healy (Etsy): Etsy's description as a community of sellers who offer artisan products, craft supplies, and vintage goods does not make it sound like much of an AI company on the surface. However, its 5.2 million active sellers and 90 million active buyers depend heavily on artificial intelligence to find one another. To facilitate its AI capabilities, Etsy completed a migration to Alphabet's (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Cloud in early 2020.\nAlso, on Etsy's Q1 2021 earnings call, CEO Josh Silverman talked about a focus on multivariate models powered by machine learning. This involves collecting data to deliver more personalized search results. Silverman wants machine learning to so finely tune these results that \"Etsy truly feels made just for you.\"\n\nImage source: Getty Images.\nDespite these efforts, investors sold off the stock after the release of its Q2 earnings. Revenue rose by 23% to $529 million in the second quarter. Net income only increased 2% year over year in Q2 to $98 million as a surge in operating expenses of 47% almost negated a $12.5 million income tax benefit. With no 2021 guidance and only 14% year-over-year revenue growth forecasted for Q3, investors sold off the stock.\nStill, the first six months of 2021 brought revenue of $242 million, 122% higher than the first two quarters of 2020. Moreover, Etsy stock has risen by almost 40% over the last 12 months despite trading 30% below its 2021 high. Additionally, the P/E ratio of 50 takes the earnings multiple near historical lows. This could present an opportunity to buy a prosperous AI stock at a significant discount.\nZebra: Moving beyond the barcode\nBrian Withers (Zebra Technologies): Those familiar with Zebra Technologies probably know it for its barcode printers and scanners, but the company is moving beyond its roots into exciting new areas. CEO Anders Gustafsson explains this new direction as the Enterprise Asset Intelligence vision. This effort is focused on products and solutions that \"sense,\" \"analyze,\" and \"act.\" For Zebra's customers that manufacture, distribute, or sell goods, these three functions are incredibly important for tracking and managing their assets.\n\nImage source: Getty Images.\nFor the last several years, Zebra has been enhancing its product and solution lineup along this vision by making a number of key acquisitions in smart technology. These key purchases have brought additional capabilities in house, such as robotics, AI, computer vision (a subset of AI), and machine learning (a branch of AI).\n\n\n\nAcquisition\nAnnounce Date\nPrice\nSpecialty\n\n\n\n\nFetch Robotics\nJuly 2021\n$290 million\nAutonomous mobile robots and AI\n\n\nAdaptive Vision\nMay 2021\nNot disclosed\nComputer vision\n\n\nCortexica Vision Systems\nNov. 2019\nNot disclosed\nComputer vision\n\n\nProfitech\nMay 2019\nNot disclosed\nMachine learning and prescriptive analytics\n\n\n\nData source: Crunchbase and company news releases.\nAs Zebra looks to deepen its ties with the manufacturing and fulfillment industries, its two most recent acquisitions are critical enablers. On the most recent earnings call, Gustafsson explained that its merger and acquisition activities will enable it to capture \"newer markets to digitize and automate workflows.\" As its customer processes get more complex, artificial intelligence will be a critical component to make all of this smart technology work together.\nThe company has a full suite of well-known products already and is growing its business handily. Last quarter the company saw 44% top-line growth and profits grew even faster at a triple-digit rate year over year. Its balance sheet is a bit debt-heavy with $338 million in cash and equivalents versus $996 million in debt, but its cash flow is stellar. For the first half of the year, Zebra generated a solid $539 million in operational cash flow.\nZebra has one foot in the present with a growing business that is critical for customers today, and one foot in the future with its Enterprise Asset Intelligence vision, smart acquisition strategy, and use of artificial intelligence to make it all work together. Over the last decade, this industrial equipment specialist's stock grew by over 1,500% for shareholders. The next decade may not be as lucrative for investors, but it's likely that this winner will keep on winning. Interested investors would do well to buy a few shares today and hold until at least 2031.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898892214,"gmtCreate":1628482659038,"gmtModify":1633746803405,"author":{"id":"4088998199430630","authorId":"4088998199430630","authorIdStr":"4088998199430630","name":"Wengyeeee","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088998199430630"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898892214","repostId":"2157492988","repostType":4,"repost":{"id":"2157492988","pubTimestamp":1628480467,"share":"https://www.laohu8.com/m/news/2157492988?lang=&edition=full","pubTime":"2021-08-09 11:41","market":"us","language":"en","title":"3 Top Large-Cap Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=2157492988","media":"Motley Fool","summary":"These three large-cap stocks provide growth and stability.","content":"<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the <b>S&amp;P 500</b> and <b>Nasdaq</b> <b>Composite</b> are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.</p>\n<p>The trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.<img src=\"https://static.tigerbbs.com/a473d5ba64c80633f42466d051223667\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image Source: Getty Images</p>\n<h2><b>Amazon's \"slowing growth\" narrative is too bearish</b></h2>\n<p><b>Amazon</b> (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!</p>\n<p>That said, shares of Amazon are trailing the S&amp;P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.</p>\n<p>After being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.</p>\n<p>There are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.</p>\n<p>However, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.</p>\n<h2><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>'s slowing user-growth isn't an issue</b></h2>\n<p><b>Facebook</b>'s (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.</p>\n<p>Facebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.</p>\n<p>Like Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.</p>\n<p>Despite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.</p>\n<p>Zuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.</p>\n<h2><b>Apple is going from strength to strength</b></h2>\n<p>By now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, <b>Apple</b> (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.</p>\n<p>Despite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.</p>\n<p>While shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.</p>\n<p>Revenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.</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 Top Large-Cap Stocks to Buy in August</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 Top Large-Cap Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157492988","content_text":"Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.\nThe trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.\nImage Source: Getty Images\nAmazon's \"slowing growth\" narrative is too bearish\nAmazon (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!\nThat said, shares of Amazon are trailing the S&P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.\nAfter being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.\nThere are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.\nHowever, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.\nFacebook's slowing user-growth isn't an issue\nFacebook's (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.\nFacebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.\nLike Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.\nDespite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.\nZuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.\nApple is going from strength to strength\nBy now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, Apple (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.\nDespite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.\nWhile shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.\nRevenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818294052,"gmtCreate":1630411154476,"gmtModify":1633678278383,"author":{"id":"4088998199430630","authorId":"4088998199430630","authorIdStr":"4088998199430630","name":"Wengyeeee","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088998199430630"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818294052","repostId":"1153871779","repostType":4,"repost":{"id":"1153871779","pubTimestamp":1630375340,"share":"https://www.laohu8.com/m/news/1153871779?lang=&edition=full","pubTime":"2021-08-31 10:02","market":"us","language":"en","title":"9 stocks hedge funds and mutual funds really love right now: Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=1153871779","media":"Yahoo","summary":"In abull market like the one we have at present, it's unsurprising that money managers at mutual fun","content":"<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p>\n<p>The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p>\n<p>Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&amp;P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p>\n<p>These nine \"shared favorites\" have lagged the S&amp;P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p>\n<p>\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&amp;P 500) and outpaced the S&amp;P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p>\n<p>Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p>\n<p>Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p>\n<p>\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p>\n<p>Both mutual fund and hedge fund managers seem to agree on that take on cash.</p>","source":"lsy1584348713084","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>9 stocks hedge funds and mutual funds really love right now: Goldman</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\">\n9 stocks hedge funds and mutual funds really love right now: Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html><strong>Yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find ...</p>\n\n<a href=\"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWLO":"Twilio Inc","WFC":"富国银行","V":"Visa","SQ":"Block","LBRDA":"Liberty Broadband Corporation - Class A","ADBE":"Adobe","GM":"通用汽车","MA":"万事达"},"source_url":"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153871779","content_text":"In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.\nGoldman Sachs found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: Adobe , Fiserv (FISV), General Motors , Liberty Broadband , Mastercard (MA), Square , Twilio, Visa (V) and Wells Fargo .\nThe stocks — mostly of the growth variety (save for Wells Fargoand General Motors) aren't cheap from a valuation perspective, however.\nGoldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.\nThese nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.\n\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.\nWhere there appears to be further agreement is on the outlook for stocks headed into year-end.\nMutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.\n\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.\nBoth mutual fund and hedge fund managers seem to agree on that take on cash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818294193,"gmtCreate":1630411161612,"gmtModify":1633678278260,"author":{"id":"4088998199430630","authorId":"4088998199430630","authorIdStr":"4088998199430630","name":"Wengyeeee","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088998199430630"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818294193","repostId":"1181079166","repostType":4,"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818295484,"gmtCreate":1630411147648,"gmtModify":1633678278628,"author":{"id":"4088998199430630","authorId":"4088998199430630","authorIdStr":"4088998199430630","name":"Wengyeeee","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088998199430630"},"themes":[],"htmlText":"&nbsp;Ok","listText":"&nbsp;Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818295484","repostId":"2163183878","repostType":4,"repost":{"id":"2163183878","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1630392924,"share":"https://www.laohu8.com/m/news/2163183878?lang=&edition=full","pubTime":"2021-08-31 14:55","market":"us","language":"en","title":"This Meme Stock Just Raced Past GameStop As The New Money Machine","url":"https://stock-news.laohu8.com/highlight/detail?id=2163183878","media":"Investors","summary":"Still think GameStop is the moneymaking Meme-stock to own? That's so January. The crowd has moved on to a new darling outside the S&P 500.","content":"<p>Still think <b>GameStop</b> is the moneymaking Meme-stock to own? That's so January; the crowd has moved on.</p>\n<p><b><a href=\"https://laohu8.com/S/SPRT\">Support.com</a></b> erupted out of nowhere this month and is suddenly stealing the Reddit-crowd's affection. And for good reason: It's fast pushing GameStop aside. Shares of Support.com are up 1,583% just this year. That puts it ahead of the still-impressive 1,041% year-to-date rise of GameStop.</p>\n<p>Just Monday, SPRT stock is up 9.78, or nearly 40%, to 36.10. Shares are up more than 200%, just in the past month.</p>\n<p>And now, Support.com is the No. 2 top stock among all the stocks in S&amp;P 1500 and S&amp;P Completion indexes this year. And it's making a run at the No. 1 spot still hung onto by <b>AMC Entertainment</b> with its 2,017% gain this year.</p>\n<p>And that difference is adding up to real money. Had you plunked down $10,000 on Support.com in January, it would now be worth $168,319. That's already nearly 50% more than you would have made in that time on GameStop. And it's only 25% shy of the $211,698 you'd have if you owned AMC Entertainment.</p>\n<h2>Support.com Comes Out Of Nowhere</h2>\n<p>What is Support.com? It's a tiny $638 million in market value company that provides tech support for employees who work from home. Yes, they're the people who tell you to reboot your computer when your email isn't working.</p>\n<p>And this is certainly not a company on Wall Street's radar. There are no current analysts following the stock, says S&amp;P Global Market Intelligence. That means there are no valid earnings or revenue estimates, much less a price target.</p>\n<p>The company reported having total assets of $46 million and liabilities of $5.7 million at the end of the last quarter in June. And during the period, it reported a net loss of $799,000 on revenue of nearly $8 million. Keep in mind, it made $617,000 in the same year-ago period on 33% higher revenue.</p>\n<p>The company is due to report its next quarterly results on Nov. 12. It's not in any major market indices, such as the S&amp;P Small Cap 600, much less the S&amp;P 500.</p>\n<h2>What's The Draw Of Support.com?</h2>\n<p>Investors are looking to Support.com as the latest opportunity to rush into a stock with heavy short interest and run it up.</p>\n<p>More than 25% of Support.com's shares outstanding are still in the hands of short-sellers. That's much higher than the 18% of AMC Entertainment shares being shorted and just 10% of GameStop.</p>\n<p>When a stock is heavily shorted like Support.com, bearish investors borrow the stock and sell the shares. But if the stock rises, these shorts are forced to buy the shares back. If they don't, they face unlimited losses. The scramble by nervous shorts to buy the stock can cause an explosive rally.</p>\n<p>Savvy investors know to look for growth companies with solid fundamentals and stock action. That is not Support.com. But investors are enjoying the ride for now.</p>\n<h2>Which Stocks Turned $10,000 Into The Biggest Gains?</h2>\n<p><i>S&amp;P 1500 and Completion Index stocks up the most this year so far</i></p>\n<table>\n <thead>\n  <tr>\n   <th>Company</th>\n   <th>Symbol</th>\n   <th>Stock YTD % ch.</th>\n   <th>What $10,000 invested this year is worth now</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><b>AMC Entertainment</b></td>\n   <td></td>\n   <td><b>2,019.3%</b></td>\n   <td><b>$211,934</b></td>\n  </tr>\n  <tr>\n   <td>Support.com</td>\n   <td></td>\n   <td>1,560.5%</td>\n   <td>$166,045</td>\n  </tr>\n  <tr>\n   <td>GameStop</td>\n   <td></td>\n   <td>1,039.4%</td>\n   <td>$113,941</td>\n  </tr>\n  <tr>\n   <td>Vertex Energy</td>\n   <td></td>\n   <td>924.9%</td>\n   <td>$102,487</td>\n  </tr>\n  <tr>\n   <td>Cassava Sciences</td>\n   <td></td>\n   <td>666.1%</td>\n   <td>$76,613</td>\n  </tr>\n </tbody>\n</table>\n<h5>Sources: IBD, S&amp;P Global Market Intelligence</h5>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Meme Stock Just Raced Past GameStop As The New Money Machine</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Meme Stock Just Raced Past GameStop As The New Money Machine\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-08-31 14:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Still think <b>GameStop</b> is the moneymaking Meme-stock to own? That's so January; the crowd has moved on.</p>\n<p><b><a href=\"https://laohu8.com/S/SPRT\">Support.com</a></b> erupted out of nowhere this month and is suddenly stealing the Reddit-crowd's affection. And for good reason: It's fast pushing GameStop aside. Shares of Support.com are up 1,583% just this year. That puts it ahead of the still-impressive 1,041% year-to-date rise of GameStop.</p>\n<p>Just Monday, SPRT stock is up 9.78, or nearly 40%, to 36.10. Shares are up more than 200%, just in the past month.</p>\n<p>And now, Support.com is the No. 2 top stock among all the stocks in S&amp;P 1500 and S&amp;P Completion indexes this year. And it's making a run at the No. 1 spot still hung onto by <b>AMC Entertainment</b> with its 2,017% gain this year.</p>\n<p>And that difference is adding up to real money. Had you plunked down $10,000 on Support.com in January, it would now be worth $168,319. That's already nearly 50% more than you would have made in that time on GameStop. And it's only 25% shy of the $211,698 you'd have if you owned AMC Entertainment.</p>\n<h2>Support.com Comes Out Of Nowhere</h2>\n<p>What is Support.com? It's a tiny $638 million in market value company that provides tech support for employees who work from home. Yes, they're the people who tell you to reboot your computer when your email isn't working.</p>\n<p>And this is certainly not a company on Wall Street's radar. There are no current analysts following the stock, says S&amp;P Global Market Intelligence. That means there are no valid earnings or revenue estimates, much less a price target.</p>\n<p>The company reported having total assets of $46 million and liabilities of $5.7 million at the end of the last quarter in June. And during the period, it reported a net loss of $799,000 on revenue of nearly $8 million. Keep in mind, it made $617,000 in the same year-ago period on 33% higher revenue.</p>\n<p>The company is due to report its next quarterly results on Nov. 12. It's not in any major market indices, such as the S&amp;P Small Cap 600, much less the S&amp;P 500.</p>\n<h2>What's The Draw Of Support.com?</h2>\n<p>Investors are looking to Support.com as the latest opportunity to rush into a stock with heavy short interest and run it up.</p>\n<p>More than 25% of Support.com's shares outstanding are still in the hands of short-sellers. That's much higher than the 18% of AMC Entertainment shares being shorted and just 10% of GameStop.</p>\n<p>When a stock is heavily shorted like Support.com, bearish investors borrow the stock and sell the shares. But if the stock rises, these shorts are forced to buy the shares back. If they don't, they face unlimited losses. The scramble by nervous shorts to buy the stock can cause an explosive rally.</p>\n<p>Savvy investors know to look for growth companies with solid fundamentals and stock action. That is not Support.com. But investors are enjoying the ride for now.</p>\n<h2>Which Stocks Turned $10,000 Into The Biggest Gains?</h2>\n<p><i>S&amp;P 1500 and Completion Index stocks up the most this year so far</i></p>\n<table>\n <thead>\n  <tr>\n   <th>Company</th>\n   <th>Symbol</th>\n   <th>Stock YTD % ch.</th>\n   <th>What $10,000 invested this year is worth now</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><b>AMC Entertainment</b></td>\n   <td></td>\n   <td><b>2,019.3%</b></td>\n   <td><b>$211,934</b></td>\n  </tr>\n  <tr>\n   <td>Support.com</td>\n   <td></td>\n   <td>1,560.5%</td>\n   <td>$166,045</td>\n  </tr>\n  <tr>\n   <td>GameStop</td>\n   <td></td>\n   <td>1,039.4%</td>\n   <td>$113,941</td>\n  </tr>\n  <tr>\n   <td>Vertex Energy</td>\n   <td></td>\n   <td>924.9%</td>\n   <td>$102,487</td>\n  </tr>\n  <tr>\n   <td>Cassava Sciences</td>\n   <td></td>\n   <td>666.1%</td>\n   <td>$76,613</td>\n  </tr>\n </tbody>\n</table>\n<h5>Sources: IBD, S&amp;P Global Market Intelligence</h5>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","NGD":"New Gold"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163183878","content_text":"Still think GameStop is the moneymaking Meme-stock to own? That's so January; the crowd has moved on.\nSupport.com erupted out of nowhere this month and is suddenly stealing the Reddit-crowd's affection. And for good reason: It's fast pushing GameStop aside. Shares of Support.com are up 1,583% just this year. That puts it ahead of the still-impressive 1,041% year-to-date rise of GameStop.\nJust Monday, SPRT stock is up 9.78, or nearly 40%, to 36.10. Shares are up more than 200%, just in the past month.\nAnd now, Support.com is the No. 2 top stock among all the stocks in S&P 1500 and S&P Completion indexes this year. And it's making a run at the No. 1 spot still hung onto by AMC Entertainment with its 2,017% gain this year.\nAnd that difference is adding up to real money. Had you plunked down $10,000 on Support.com in January, it would now be worth $168,319. That's already nearly 50% more than you would have made in that time on GameStop. And it's only 25% shy of the $211,698 you'd have if you owned AMC Entertainment.\nSupport.com Comes Out Of Nowhere\nWhat is Support.com? It's a tiny $638 million in market value company that provides tech support for employees who work from home. Yes, they're the people who tell you to reboot your computer when your email isn't working.\nAnd this is certainly not a company on Wall Street's radar. There are no current analysts following the stock, says S&P Global Market Intelligence. That means there are no valid earnings or revenue estimates, much less a price target.\nThe company reported having total assets of $46 million and liabilities of $5.7 million at the end of the last quarter in June. And during the period, it reported a net loss of $799,000 on revenue of nearly $8 million. Keep in mind, it made $617,000 in the same year-ago period on 33% higher revenue.\nThe company is due to report its next quarterly results on Nov. 12. It's not in any major market indices, such as the S&P Small Cap 600, much less the S&P 500.\nWhat's The Draw Of Support.com?\nInvestors are looking to Support.com as the latest opportunity to rush into a stock with heavy short interest and run it up.\nMore than 25% of Support.com's shares outstanding are still in the hands of short-sellers. That's much higher than the 18% of AMC Entertainment shares being shorted and just 10% of GameStop.\nWhen a stock is heavily shorted like Support.com, bearish investors borrow the stock and sell the shares. But if the stock rises, these shorts are forced to buy the shares back. If they don't, they face unlimited losses. The scramble by nervous shorts to buy the stock can cause an explosive rally.\nSavvy investors know to look for growth companies with solid fundamentals and stock action. That is not Support.com. But investors are enjoying the ride for now.\nWhich Stocks Turned $10,000 Into The Biggest Gains?\nS&P 1500 and Completion Index stocks up the most this year so far\n\n\n\nCompany\nSymbol\nStock YTD % ch.\nWhat $10,000 invested this year is worth now\n\n\n\n\nAMC Entertainment\n\n2,019.3%\n$211,934\n\n\nSupport.com\n\n1,560.5%\n$166,045\n\n\nGameStop\n\n1,039.4%\n$113,941\n\n\nVertex Energy\n\n924.9%\n$102,487\n\n\nCassava Sciences\n\n666.1%\n$76,613\n\n\n\nSources: IBD, S&P Global Market Intelligence","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":859067448,"gmtCreate":1634641357611,"gmtModify":1634641357720,"author":{"id":"4088998199430630","authorId":"4088998199430630","authorIdStr":"4088998199430630","name":"Wengyeeee","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088998199430630"},"themes":[],"htmlText":"🔥","listText":"🔥","text":"🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859067448","repostId":"1198851965","repostType":4,"repost":{"id":"1198851965","pubTimestamp":1634623112,"share":"https://www.laohu8.com/m/news/1198851965?lang=&edition=full","pubTime":"2021-10-19 13:58","market":"us","language":"en","title":"Tesla Q3: Blowout Possible Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1198851965","media":"Seeking Alpha","summary":"Summary\n\nQ3 street estimates seems rather low.\nMargin strength could lead to large beat.\nInvestors l","content":"<p><b>Summary</b></p>\n<ul>\n <li>Q3 street estimates seems rather low.</li>\n <li>Margin strength could lead to large beat.</li>\n <li>Investors looking for comments on supply chain issues.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5041f66900bbf640321835328ad686ba\" tg-width=\"1536\" tg-height=\"793\" width=\"100%\" height=\"auto\"><span>AdrianHancu/iStock Editorial via Getty Images</span></p>\n<p>All eyes will be on electric vehicle maker Tesla(NASDAQ:TSLA)as the company reports its third quarter results after the bell on Wednesday, October 20th. Recently, the company announced&nbsp;record production and deliveries&nbsp;for the quarter that smashed analyst expectations. However, street estimates for Q3 haven't risen as much as one might expect, which could lead to another blowout earnings report this week.</p>\n<p>For the period, preliminary deliveries of 241,300 beat street estimates by nearly 20,000 units. In Q2 of this year, the average revenue per vehicle delivered (including regulatory credit sales) was just under $50,700. If you basically round off, the math tells you that a beat of that size should equal about an extra billion dollars in revenue. Going into the report, the street was exactly at $13 billion for its Q3 average, but take a look at where we are now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c6077ce9974face1a7cfbeabe2e93e0\" tg-width=\"640\" tg-height=\"73\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha analyst estimates page</span></p>\n<p>Despite the large deliveries beat, the street average hasn't even risen by $650 million, so the consensus seems to be a bit low right now. Additionally, the \"low\" estimate seems completely off base, as that would represent a decline over Q2's top line figure despite an extra roughly 40,000 deliveries. Don't forget, the sequential jump in Model S cash deliveries was around 6,000 units, which at an average selling price of $100,000 is an additional $600 million in revenue alone. Taking the low estimate out would increase the street average by $100 million. Unless there was some massive discounting going on or some prior period adjustment, any revenue estimates around or below $13 billion just don't seem logical.</p>\n<p>Model Y sales to Europe, more Model S sales (including the expensive Plaid), and a full quarter of price raises in the US should all be tailwinds. The standard range Y in China will provide somewhat of a headwind, along with a slightly stronger dollar in the quarter. However, Tesla may be able to potentially recognize hundreds of millions of dollars in deferred revenue related to its full self-driving feature as that program expanded a bit during the quarter. I also am projecting a $100 million sequential decline in credit sales.</p>\n<p>Perhaps the biggest question in the quarter will be margins. All of those price hikes, the mix of more Model Y and new Model S, and the ramp of production in China should be positives, potentially offsetting some or all supply chain or chip shortage inflation. In my base case, I'm assuming that total automotive gross margins increase by one percentage point, or a little more than half of the 190 basis points they jumped from Q1 to Q2. As I usually do, the table below shows a bear, base, and bull case, with dollar values in millions except per share amounts.</p>\n<p><img src=\"https://static.tigerbbs.com/9f864f8d975853337e47b5f88687b983\" tg-width=\"551\" tg-height=\"595\" width=\"100%\" height=\"auto\">I'm sure there will be critics who think I'm just trying to set a high bar so that Tesla cannot beat my base case. That is not true here, as on the revenue side I'm not even halfway between the street average and the high estimate on the street. On the bottom line, I'm not even calling for Tesla to beat by as much as it did in Q2 (47 cents). Also, using the average jump from Q2 to Q3 non-GAAP earnings per share over the past three years would put us a bit above $2 per share, and I'm still calling for a one handle there. For Tesla to miss estimates on the bottom line, gross margins would have to drop by about a percentage point sequentially. Even then, a little revenue upside or savings on the operating expense lines could still fuel a bottom line beat.</p>\n<p>The other major item investors will be watching for is an update on Tesla's production facilities. It appears that Shanghai 3/Y production is now greater than Fremont's, and the Berlin and Texas factories are still on track to open this year. The company needs these facilities to come online in the next few months if it wants to hit a 50% yearly growth rate for 2022, likely meaning over 1.3 million deliveries. Any Tesla-specific delays that linger meaningfully into the new year may also impact other new products (Semi, Cybertruck, new Roadster) that have already been delayed a bit, as well as allowing the competition to potentially steal some market share. In the past few days, Tesla removed the Cybertruck's&nbsp;specifications and prices from its website. This may have to do with surging commodity costs since that product was unveiled, and it likely means Tesla will raise prices when production finally starts.</p>\n<p>As for Tesla shares, they are currently in a very nice uptrend and have broken solidly above $800 after the Q3 delivery report. As the chart below shows, the 50-day moving average (pink line) has crossed back above its longer term counterpart (200-day in purple). The stock closed Friday less than $60 from its all-time high, so the only concern here might be that the earnings report could be the old \"buy the rumor, sell the news\" type of event.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6c847a0a536db8d53da68a6fbbbeac\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"><span>Source: Yahoo! Finance</span></p>\n<p>Tesla is set to report Q3 earnings this week, and it would not surprise me if we see the company beat again. Given the sharp sequential rise in deliveries, the street seems a bit low with some of its estimates, and any margin increases would likely mean a significant bottom line beat. Investors will be looking for updates on production capacities, not only to see if Berlin and Texas are close to being ready, but to start thinking about how far over one million deliveries Tesla could get next year. It certainly will be interesting to see the stock's reaction afterwards, as the recent rally may mean investors are pricing in another big beat.</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>Tesla Q3: Blowout Possible Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q3: Blowout Possible Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-19 13:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4460443-tesla-stock-blowout-q3-possible-again><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nQ3 street estimates seems rather low.\nMargin strength could lead to large beat.\nInvestors looking for comments on supply chain issues.\n\nAdrianHancu/iStock Editorial via Getty Images\nAll eyes ...</p>\n\n<a href=\"https://seekingalpha.com/article/4460443-tesla-stock-blowout-q3-possible-again\">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://seekingalpha.com/article/4460443-tesla-stock-blowout-q3-possible-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198851965","content_text":"Summary\n\nQ3 street estimates seems rather low.\nMargin strength could lead to large beat.\nInvestors looking for comments on supply chain issues.\n\nAdrianHancu/iStock Editorial via Getty Images\nAll eyes will be on electric vehicle maker Tesla(NASDAQ:TSLA)as the company reports its third quarter results after the bell on Wednesday, October 20th. Recently, the company announced record production and deliveries for the quarter that smashed analyst expectations. However, street estimates for Q3 haven't risen as much as one might expect, which could lead to another blowout earnings report this week.\nFor the period, preliminary deliveries of 241,300 beat street estimates by nearly 20,000 units. In Q2 of this year, the average revenue per vehicle delivered (including regulatory credit sales) was just under $50,700. If you basically round off, the math tells you that a beat of that size should equal about an extra billion dollars in revenue. Going into the report, the street was exactly at $13 billion for its Q3 average, but take a look at where we are now.\nSource: Seeking Alpha analyst estimates page\nDespite the large deliveries beat, the street average hasn't even risen by $650 million, so the consensus seems to be a bit low right now. Additionally, the \"low\" estimate seems completely off base, as that would represent a decline over Q2's top line figure despite an extra roughly 40,000 deliveries. Don't forget, the sequential jump in Model S cash deliveries was around 6,000 units, which at an average selling price of $100,000 is an additional $600 million in revenue alone. Taking the low estimate out would increase the street average by $100 million. Unless there was some massive discounting going on or some prior period adjustment, any revenue estimates around or below $13 billion just don't seem logical.\nModel Y sales to Europe, more Model S sales (including the expensive Plaid), and a full quarter of price raises in the US should all be tailwinds. The standard range Y in China will provide somewhat of a headwind, along with a slightly stronger dollar in the quarter. However, Tesla may be able to potentially recognize hundreds of millions of dollars in deferred revenue related to its full self-driving feature as that program expanded a bit during the quarter. I also am projecting a $100 million sequential decline in credit sales.\nPerhaps the biggest question in the quarter will be margins. All of those price hikes, the mix of more Model Y and new Model S, and the ramp of production in China should be positives, potentially offsetting some or all supply chain or chip shortage inflation. In my base case, I'm assuming that total automotive gross margins increase by one percentage point, or a little more than half of the 190 basis points they jumped from Q1 to Q2. As I usually do, the table below shows a bear, base, and bull case, with dollar values in millions except per share amounts.\nI'm sure there will be critics who think I'm just trying to set a high bar so that Tesla cannot beat my base case. That is not true here, as on the revenue side I'm not even halfway between the street average and the high estimate on the street. On the bottom line, I'm not even calling for Tesla to beat by as much as it did in Q2 (47 cents). Also, using the average jump from Q2 to Q3 non-GAAP earnings per share over the past three years would put us a bit above $2 per share, and I'm still calling for a one handle there. For Tesla to miss estimates on the bottom line, gross margins would have to drop by about a percentage point sequentially. Even then, a little revenue upside or savings on the operating expense lines could still fuel a bottom line beat.\nThe other major item investors will be watching for is an update on Tesla's production facilities. It appears that Shanghai 3/Y production is now greater than Fremont's, and the Berlin and Texas factories are still on track to open this year. The company needs these facilities to come online in the next few months if it wants to hit a 50% yearly growth rate for 2022, likely meaning over 1.3 million deliveries. Any Tesla-specific delays that linger meaningfully into the new year may also impact other new products (Semi, Cybertruck, new Roadster) that have already been delayed a bit, as well as allowing the competition to potentially steal some market share. In the past few days, Tesla removed the Cybertruck's specifications and prices from its website. This may have to do with surging commodity costs since that product was unveiled, and it likely means Tesla will raise prices when production finally starts.\nAs for Tesla shares, they are currently in a very nice uptrend and have broken solidly above $800 after the Q3 delivery report. As the chart below shows, the 50-day moving average (pink line) has crossed back above its longer term counterpart (200-day in purple). The stock closed Friday less than $60 from its all-time high, so the only concern here might be that the earnings report could be the old \"buy the rumor, sell the news\" type of event.\nSource: Yahoo! Finance\nTesla is set to report Q3 earnings this week, and it would not surprise me if we see the company beat again. Given the sharp sequential rise in deliveries, the street seems a bit low with some of its estimates, and any margin increases would likely mean a significant bottom line beat. Investors will be looking for updates on production capacities, not only to see if Berlin and Texas are close to being ready, but to start thinking about how far over one million deliveries Tesla could get next year. It certainly will be interesting to see the stock's reaction afterwards, as the recent rally may mean investors are pricing in another big beat.","news_type":1},"isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898896237,"gmtCreate":1628482604429,"gmtModify":1633746804197,"author":{"id":"4088998199430630","authorId":"4088998199430630","authorIdStr":"4088998199430630","name":"Wengyeeee","avatar":"https://static.tigerbbs.com/bd2ef7f5f5e5cfc44b09cec4bcf284f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088998199430630"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898896237","repostId":"2157492988","repostType":4,"repost":{"id":"2157492988","pubTimestamp":1628480467,"share":"https://www.laohu8.com/m/news/2157492988?lang=&edition=full","pubTime":"2021-08-09 11:41","market":"us","language":"en","title":"3 Top Large-Cap Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=2157492988","media":"Motley Fool","summary":"These three large-cap stocks provide growth and stability.","content":"<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the <b>S&amp;P 500</b> and <b>Nasdaq</b> <b>Composite</b> are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.</p>\n<p>The trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.<img src=\"https://static.tigerbbs.com/a473d5ba64c80633f42466d051223667\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image Source: Getty Images</p>\n<h2><b>Amazon's \"slowing growth\" narrative is too bearish</b></h2>\n<p><b>Amazon</b> (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!</p>\n<p>That said, shares of Amazon are trailing the S&amp;P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.</p>\n<p>After being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.</p>\n<p>There are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.</p>\n<p>However, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.</p>\n<h2><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>'s slowing user-growth isn't an issue</b></h2>\n<p><b>Facebook</b>'s (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.</p>\n<p>Facebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.</p>\n<p>Like Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.</p>\n<p>Despite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.</p>\n<p>Zuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.</p>\n<h2><b>Apple is going from strength to strength</b></h2>\n<p>By now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, <b>Apple</b> (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.</p>\n<p>Despite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.</p>\n<p>While shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.</p>\n<p>Revenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.</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 Top Large-Cap Stocks to Buy in August</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 Top Large-Cap Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157492988","content_text":"Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.\nThe trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.\nImage Source: Getty Images\nAmazon's \"slowing growth\" narrative is too bearish\nAmazon (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!\nThat said, shares of Amazon are trailing the S&P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.\nAfter being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.\nThere are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.\nHowever, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.\nFacebook's slowing user-growth isn't an issue\nFacebook's (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.\nFacebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.\nLike Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.\nDespite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.\nZuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.\nApple is going from strength to strength\nBy now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, Apple (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.\nDespite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.\nWhile shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.\nRevenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}