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darrenlwz
2021-11-15
$Rivian Automotive, Inc.(RIVN)$
newbie.
darrenlwz
2021-11-18
gogogogo.
抱歉,原内容已删除
darrenlwz
2021-11-16
$Apple(AAPL)$
thanks tiger.
darrenlwz
2021-11-16
$Rivian Automotive, Inc.(RIVN)$
越多人说泡沫 它就爬越高
darrenlwz
2021-11-22
sky is limit
抱歉,原内容已删除
darrenlwz
2021-11-19
tesla 1800$ ?
Tesla Stock Price Target Hiked To Street High As House Eyes New EV Credits
darrenlwz
2021-11-17
good explanation.
@老科谈科技: 第143期:元宇宙受热炒,元宇宙投资的3个误区!如何选对元宇宙细分赛道
darrenlwz
2021-11-15
Great ariticle, would you like to share it?
These are the next three mega-cap tech stocks you’ll be hearing more about
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charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares rose nearly 2% in early trading and hit a record high</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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EPS $1.17 Beats $1.10 Estimate, Sales $7.10B Beat $6.83B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2184985152","media":"Benzinga","summary":"NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $1.17 per share which beat the analyst consensus estimate of $1.10 by 6.36 percent. This is a 60.27 percent increase over earnings of $0.73 per share from the same","content":"<html><body><p>NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $1.17 per share which beat the analyst consensus estimate of $1.10 by 6.36 percent. This is a 60.27 percent increase over earnings of $0.73 per share from the same period last year. The company reported quarterly sales of $7.10 billion which beat the analyst consensus estimate of $6.83 billion by 3.95 percent. This is a 50.23 percent increase over sales of $4.73 billion the same period last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA Q3 Adj. EPS $1.17 Beats $1.10 Estimate, Sales $7.10B Beat $6.83B Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVIDIA Q3 Adj. EPS $1.17 Beats $1.10 Estimate, Sales $7.10B Beat $6.83B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-11-18 06:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $1.17 per share which beat the analyst consensus estimate of $1.10 by 6.36 percent. This is a 60.27 percent increase over earnings of $0.73 per share from the same period last year. The company reported quarterly sales of $7.10 billion which beat the analyst consensus estimate of $6.83 billion by 3.95 percent. This is a 50.23 percent increase over sales of $4.73 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.benzinga.com/news/earnings/21/11/24157815/nvidia-q3-adj-eps-1-17-beats-1-10-estimate-sales-7-10b-beat-6-83b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184985152","content_text":"NVIDIA (NASDAQ:NVDA) reported quarterly earnings of $1.17 per share which beat the analyst consensus estimate of $1.10 by 6.36 percent. This is a 60.27 percent increase over earnings of $0.73 per share from the same period last year. The company reported quarterly sales of $7.10 billion which beat the analyst consensus estimate of $6.83 billion by 3.95 percent. This is a 50.23 percent increase over sales of $4.73 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871586955,"gmtCreate":1637084286268,"gmtModify":1637084286336,"author":{"id":"4098934232637850","authorId":"4098934232637850","name":"darrenlwz","avatar":"https://static.tigerbbs.com/8bb5c73eaae46edf88c712b9f3e6f4cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good explanation.","listText":"good explanation.","text":"good explanation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871586955","repostId":"871605798","repostType":1,"repost":{"id":871605798,"gmtCreate":1637059224310,"gmtModify":1637079115957,"author":{"id":"9000000000000117","authorId":"9000000000000117","name":"老科谈科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"\n \n \n 第143期:元宇宙受热炒,元宇宙投资的3个误区!如何选对元宇宙细分赛道\n \n","listText":"第143期:元宇宙受热炒,元宇宙投资的3个误区!如何选对元宇宙细分赛道","text":"第143期:元宇宙受热炒,元宇宙投资的3个误区!如何选对元宇宙细分赛道","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871605798","isVote":1,"tweetType":2,"object":{"id":"0e2f2c8bf89749848953ac5bd8cb6f52","tweetId":"871605798","title":"第143期:元宇宙受热炒,元宇宙投资的3个误区!如何选对元宇宙细分赛道","videoUrl":"http://v.tigerbbs.com/1637059215338d80f9ec793a995dfb2d633b329c9e279.mp4","poster":"https://static.tigerbbs.com/2b435ad0b82a6b9e04f78e9689461743","shareLink":"http://v.tigerbbs.com/1637059215338d80f9ec793a995dfb2d633b329c9e279.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871221911,"gmtCreate":1637075171154,"gmtModify":1637075171268,"author":{"id":"4098934232637850","authorId":"4098934232637850","name":"darrenlwz","avatar":"https://static.tigerbbs.com/8bb5c73eaae46edf88c712b9f3e6f4cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>thanks tiger. ","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>thanks tiger. ","text":"$Apple(AAPL)$thanks tiger.","images":[{"img":"https://static.tigerbbs.com/4167a424e11bec74b2d9bd2bdfdb9fa1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871221911","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":871841113,"gmtCreate":1637055834761,"gmtModify":1637056064055,"author":{"id":"4098934232637850","authorId":"4098934232637850","name":"darrenlwz","avatar":"https://static.tigerbbs.com/8bb5c73eaae46edf88c712b9f3e6f4cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>越多人说泡沫 它就爬越高 ","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>越多人说泡沫 它就爬越高 ","text":"$Rivian Automotive, Inc.(RIVN)$越多人说泡沫 它就爬越高","images":[{"img":"https://static.tigerbbs.com/bb89150a5da7d69af12af3af7d49104b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871841113","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":873745673,"gmtCreate":1636989522195,"gmtModify":1636989522195,"author":{"id":"4098934232637850","authorId":"4098934232637850","name":"darrenlwz","avatar":"https://static.tigerbbs.com/8bb5c73eaae46edf88c712b9f3e6f4cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>newbie. ","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>newbie. ","text":"$Rivian Automotive, Inc.(RIVN)$newbie.","images":[{"img":"https://static.tigerbbs.com/340fca83b58c646a0c5d3983563069c7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873745673","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":873531134,"gmtCreate":1636958238454,"gmtModify":1636958238454,"author":{"id":"4098934232637850","authorId":"4098934232637850","name":"darrenlwz","avatar":"https://static.tigerbbs.com/8bb5c73eaae46edf88c712b9f3e6f4cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873531134","repostId":"1103944030","repostType":2,"repost":{"id":"1103944030","pubTimestamp":1636857439,"share":"https://www.laohu8.com/m/news/1103944030?lang=&edition=full","pubTime":"2021-11-14 10:37","market":"us","language":"en","title":"These are the next three mega-cap tech stocks you’ll be hearing more about","url":"https://stock-news.laohu8.com/highlight/detail?id=1103944030","media":"MarketWatch","summary":"AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is","content":"<p>AMD is among companies poised to eclipse $200 billion in market value</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8977785546ccb691b11117bea0aa1480\" tg-width=\"1320\" tg-height=\"742\" referrerpolicy=\"no-referrer\"><span>AMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images</span></p>\n<p>As technology stocks have led the market for the better part of a dozen years, there are now 15 companies in the sector that have risen to mega-cap status — those valued at $200 billion or more.</p>\n<p>Five are valued at more than $1 trillion, including electric-vehicle maker Tesla,which I consider a tech company.</p>\n<p>Bets have been placed on which companies will rise to a trillion next, with Meta Platforms — aka Facebook — at the top of most lists and Nvidia,sitting on top of mine as a call I made 14 months ago.</p>\n<p>Perhaps harder than rising from north of half a trillion to a trillion is rising from less than $200 billion to break the threshold into mega-cap status.</p>\n<p>However, a few companies look destined for this outcome precisely, and I believe three have an incredibly compelling case to get there within the next 12 to 18 months — if not sooner.</p>\n<p><b>1. ServiceNow:</b> ServiceNow has been on an incredible run for more than a decade. From 2010 to 2020, revenues grew at a 59.2% average annual rate, while its stock rose at 44% a year. The company finished the 2020 calendar year at about $4.5 billion in revenue, and its trailing 12 months have surged close to $5.5 billion.</p>\n<p>The company now has more than 1,266 customers with a million or more dollars in recurring revenue, and is seeing this number grow at a substantial rate, including 25% in its most recent quarter.</p>\n<p>Beyond the numbers, the company’s technology, which enables companies to automate and implement digital workflows, continues to prove robust and best of breed. The most recent release of its Rome platform, three additional acquisitions to expand its portfolio and a deepened partnership with Microsoft are just a few recent highlights that provide the company a pathway to growth that should accelerate based on trends including app modernization, hybrid work, workflow automation, and even enterprise ESG initiatives.</p>\n<p>It’s hard to see ServiceNow not providing the robust growth that will take its market cap above $200 billion. The company’s market value is about $138 billion as of Monday.</p>\n<p><b>2. Qualcomm:</b>Qualcomm’s strong earnings report released last week — earnings per share jumped 76% year over year and revenue rose 43% — helped drive the stock to over $160 from the low $120s in mid-October.</p>\n<p>Consequently, that took the company’s market cap from about $145 billion to over $180 billion in just a matter of days. It serves as a timely reminder of how quickly a tech company in the right markets can produce momentum.</p>\n<p>Qualcomm, while best known as a chip provider for mobile handsets, is rapidly becoming a much bigger force in many categories, including the internet of things (IoT), automotive and wireless RFFE. With IoT and wireless RFFE surpassing a billion dollars a quarter in revenue, and automotive reaching nearly a billion in annual revenue with a $10 billion design pipeline, the company is becoming increasingly diversified. Thirty-eight percent of revenue in its QCT semiconductor business is now unrelated to handsets.</p>\n<p>Perhaps these adjacent business successes alone could catapult the company’s market value to over $200 billion, but what Qualcomm also has going for it is an undisputable global market leadership in 5G, which will continue to accelerate its handset business, as well as all of its adjacencies and massive licensing business.</p>\n<p><b>3. AMD:</b> I’ve been critical at times of Advanced Micro Devices,and sometimes you have to lean into calls you get wrong. While Intel under new CEO Pat Gelsinger shows more ambition and clear direction, AMD under Lisa Su has been on an absolute tear.</p>\n<p>In August, Mercury Research reported that AMD’s 22.5% x86 market share was its best in 14 years. With 4.2% year-over-year market share growth in its second quarter and another 54% overall revenue growth in the third quarter, the company’s market share gains look likely to continue.</p>\n<p>While I do think Intel is quickly patching its gaps and going to be a much more robust competitor, I believe the overall demand for CPUs (central processing units), GPUs (graphics processing units) and FPGAs (field-programmable gate arrays) will drive a larger total addressable market, and AMD’s going to grow revenues even if market share gains level off.</p>\n<p>Speaking of FPGA’s, the impending Xilinx deal, which I believe will gain regulatory approval, hasn’t been accounted for by many investors.</p>\n<p>AMD’s market value rose to over $180 billion Monday after the stock surged more than 10%. The company on Monday announced a range of news, including the fact that Meta will use its Epyc processors in its data center computers.</p>\n<p>After those three, I would add Micron Technology as an honorable mention. The company sits at closer to $85 billion in market cap. Still, as our thirst for compute continues to grow, the need for memory technology will scale dramatically, making Micron a significant beneficiary along with the likes of Samsung, which already sits well inside mega-cap territory.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These are the next three mega-cap tech stocks you’ll be hearing more about</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\">\nThese are the next three mega-cap tech stocks you’ll be hearing more about\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 10:37 GMT+8 <a href=https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images\nAs technology stocks have led the market for the better part of ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOW":"ServiceNow","NVDA":"英伟达","QCOM":"高通","AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103944030","content_text":"AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images\nAs technology stocks have led the market for the better part of a dozen years, there are now 15 companies in the sector that have risen to mega-cap status — those valued at $200 billion or more.\nFive are valued at more than $1 trillion, including electric-vehicle maker Tesla,which I consider a tech company.\nBets have been placed on which companies will rise to a trillion next, with Meta Platforms — aka Facebook — at the top of most lists and Nvidia,sitting on top of mine as a call I made 14 months ago.\nPerhaps harder than rising from north of half a trillion to a trillion is rising from less than $200 billion to break the threshold into mega-cap status.\nHowever, a few companies look destined for this outcome precisely, and I believe three have an incredibly compelling case to get there within the next 12 to 18 months — if not sooner.\n1. ServiceNow: ServiceNow has been on an incredible run for more than a decade. From 2010 to 2020, revenues grew at a 59.2% average annual rate, while its stock rose at 44% a year. The company finished the 2020 calendar year at about $4.5 billion in revenue, and its trailing 12 months have surged close to $5.5 billion.\nThe company now has more than 1,266 customers with a million or more dollars in recurring revenue, and is seeing this number grow at a substantial rate, including 25% in its most recent quarter.\nBeyond the numbers, the company’s technology, which enables companies to automate and implement digital workflows, continues to prove robust and best of breed. The most recent release of its Rome platform, three additional acquisitions to expand its portfolio and a deepened partnership with Microsoft are just a few recent highlights that provide the company a pathway to growth that should accelerate based on trends including app modernization, hybrid work, workflow automation, and even enterprise ESG initiatives.\nIt’s hard to see ServiceNow not providing the robust growth that will take its market cap above $200 billion. The company’s market value is about $138 billion as of Monday.\n2. Qualcomm:Qualcomm’s strong earnings report released last week — earnings per share jumped 76% year over year and revenue rose 43% — helped drive the stock to over $160 from the low $120s in mid-October.\nConsequently, that took the company’s market cap from about $145 billion to over $180 billion in just a matter of days. It serves as a timely reminder of how quickly a tech company in the right markets can produce momentum.\nQualcomm, while best known as a chip provider for mobile handsets, is rapidly becoming a much bigger force in many categories, including the internet of things (IoT), automotive and wireless RFFE. With IoT and wireless RFFE surpassing a billion dollars a quarter in revenue, and automotive reaching nearly a billion in annual revenue with a $10 billion design pipeline, the company is becoming increasingly diversified. Thirty-eight percent of revenue in its QCT semiconductor business is now unrelated to handsets.\nPerhaps these adjacent business successes alone could catapult the company’s market value to over $200 billion, but what Qualcomm also has going for it is an undisputable global market leadership in 5G, which will continue to accelerate its handset business, as well as all of its adjacencies and massive licensing business.\n3. AMD: I’ve been critical at times of Advanced Micro Devices,and sometimes you have to lean into calls you get wrong. While Intel under new CEO Pat Gelsinger shows more ambition and clear direction, AMD under Lisa Su has been on an absolute tear.\nIn August, Mercury Research reported that AMD’s 22.5% x86 market share was its best in 14 years. With 4.2% year-over-year market share growth in its second quarter and another 54% overall revenue growth in the third quarter, the company’s market share gains look likely to continue.\nWhile I do think Intel is quickly patching its gaps and going to be a much more robust competitor, I believe the overall demand for CPUs (central processing units), GPUs (graphics processing units) and FPGAs (field-programmable gate arrays) will drive a larger total addressable market, and AMD’s going to grow revenues even if market share gains level off.\nSpeaking of FPGA’s, the impending Xilinx deal, which I believe will gain regulatory approval, hasn’t been accounted for by many investors.\nAMD’s market value rose to over $180 billion Monday after the stock surged more than 10%. The company on Monday announced a range of news, including the fact that Meta will use its Epyc processors in its data center computers.\nAfter those three, I would add Micron Technology as an honorable mention. The company sits at closer to $85 billion in market cap. Still, as our thirst for compute continues to grow, the need for memory technology will scale dramatically, making Micron a significant beneficiary along with the likes of Samsung, which already sits well inside mega-cap territory.","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":873745673,"gmtCreate":1636989522195,"gmtModify":1636989522195,"author":{"id":"4098934232637850","authorId":"4098934232637850","name":"darrenlwz","avatar":"https://static.tigerbbs.com/8bb5c73eaae46edf88c712b9f3e6f4cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>newbie. ","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>newbie. ","text":"$Rivian Automotive, Inc.(RIVN)$newbie.","images":[{"img":"https://static.tigerbbs.com/340fca83b58c646a0c5d3983563069c7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873745673","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878548222,"gmtCreate":1637212128424,"gmtModify":1637212128424,"author":{"id":"4098934232637850","authorId":"4098934232637850","name":"darrenlwz","avatar":"https://static.tigerbbs.com/8bb5c73eaae46edf88c712b9f3e6f4cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"gogogogo.","listText":"gogogogo.","text":"gogogogo.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878548222","repostId":"2184985152","repostType":2,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871221911,"gmtCreate":1637075171154,"gmtModify":1637075171268,"author":{"id":"4098934232637850","authorId":"4098934232637850","name":"darrenlwz","avatar":"https://static.tigerbbs.com/8bb5c73eaae46edf88c712b9f3e6f4cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>thanks tiger. ","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>thanks tiger. ","text":"$Apple(AAPL)$thanks tiger.","images":[{"img":"https://static.tigerbbs.com/4167a424e11bec74b2d9bd2bdfdb9fa1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871221911","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":871841113,"gmtCreate":1637055834761,"gmtModify":1637056064055,"author":{"id":"4098934232637850","authorId":"4098934232637850","name":"darrenlwz","avatar":"https://static.tigerbbs.com/8bb5c73eaae46edf88c712b9f3e6f4cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>越多人说泡沫 它就爬越高 ","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>越多人说泡沫 它就爬越高 ","text":"$Rivian Automotive, Inc.(RIVN)$越多人说泡沫 它就爬越高","images":[{"img":"https://static.tigerbbs.com/bb89150a5da7d69af12af3af7d49104b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871841113","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":875904568,"gmtCreate":1637593014366,"gmtModify":1637593014366,"author":{"id":"4098934232637850","authorId":"4098934232637850","name":"darrenlwz","avatar":"https://static.tigerbbs.com/8bb5c73eaae46edf88c712b9f3e6f4cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"sky is limit","listText":"sky is limit","text":"sky is limit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875904568","repostId":"1158210333","repostType":2,"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876608894,"gmtCreate":1637297936892,"gmtModify":1637297936948,"author":{"id":"4098934232637850","authorId":"4098934232637850","name":"darrenlwz","avatar":"https://static.tigerbbs.com/8bb5c73eaae46edf88c712b9f3e6f4cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"tesla 1800$ ?","listText":"tesla 1800$ ?","text":"tesla 1800$ ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876608894","repostId":"2184289000","repostType":4,"repost":{"id":"2184289000","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":1637290040,"share":"https://www.laohu8.com/m/news/2184289000?lang=&edition=full","pubTime":"2021-11-19 10:47","market":"us","language":"en","title":"Tesla Stock Price Target Hiked To Street High As House Eyes New EV Credits","url":"https://stock-news.laohu8.com/highlight/detail?id=2184289000","media":"Investors","summary":"Wedbush analyst Dan Ives raised his Tesla price target to $1,400 from $1,000 as a House vote neared on legislation with EV credits.","content":"<p>Wedbush analyst Daniel Ives raised his price target for <b>Tesla</b> stock to $1,400 from $1,000 in a note to clients late Thursday, as the U.S. appears poised to vote on a reconciliation bill that includes EV credits for Tesla and other EV makers. Tesla stock closed higher on Thursday, while other EV stocks slumped.</p>\n<p>Wedbush's price target is the highest on Wall Street, along with the top end of Jefferies' outlook. </p>\n<p>Ives says the linchpin to the overall bull thesis on Tesla remains China. Wedbush estimates China will represent 40% of Tesla's deliveries in 2022.</p>\n<p>Ives added that Tesla is now \"on a (roughly) 50k monthly run-rate for China into 2022.\"</p>\n<p>Tesla sold 54,391 China-made vehicles in October, including 40,666 for export, the China Passenger Car Association said. In September, Tesla sold 56,006 vehicles in China, of which 3,853 were exported. Tesla typically exports the bulk of its production in the first two months of the quarter.</p>\n<p>Wedbush analysts estimate Tesla's sales in China is worth $400 a share for 2022. Ives maintained his Outperform rating on Tesla stock. He recently lifted his bull-case price target to $1,800.</p>\n<p>\"The chip/component shortage remains a headwind for Tesla (and every other automaker), however we view this as a transitory issue with our core focus on Model 3/Y demand, which is outstripping supply by roughly 15% as of today,\" Ives said.</p>\n<h2>Tesla Stock</h2>\n<p>Shares edged up 0.7% to 1096.28 on the stock market today. Tesla stock is up 6% so far this week, after falling 15% last week after CEO Elon Musk began selling 10% of his stake in the company.</p>\n<p>TSLA stock is in profit-taking zone, after racing past a 900.50 cup-base buy point, according to MarketSmith chart analysis.</p>\n<p>Meanwhile, other EV stocks have slumped in recent days. <b>Lucid</b> fell 10.5% on Thursday, adding to its 5.4% decline the day before. <b>Fisker</b> dropped 6.2%.</p>\n<p>Recent IPO <b>Rivian</b> tumbled 15.5% to 123.38, after falling 15% on Wednesday, following a five-day surge post-IPO.</p>\n<p>Among other U.S.-based automakers with a growing EV slate, <b>General Motors</b> fell 3.5% and <b>Ford</b> was down 2%.</p>\n<p>China-based rivals <b>Nio</b> lost 3.2%, <b>Xpeng</b> was down 2% and <b>Li Auto</b> fell 3.7%.</p>\n<h2>EV Credits</h2>\n<p>The House is slated to vote on a massive tax-and-spending reconciliation bill Thursday that would include expanded tax credits, with Tesla and GM once again eligible.</p>\n<p>The bill would grant up to $7,500 in tax credits for buying EVs, but those credits would increase by $4,500 if a vehicle's final assembly occurs at a U.S. facility with unionized workers. That would only apply to GM, Ford and Chrysler, since their workers are unionized. It would exclude Tesla, Rivian, Lucid and all foreign automakers.</p>\n<p>However, the Senate is likely to make significant changes to the reconciliation bill. That could include changes to the EV credits, including tougher caps on income and price tag limits as well as stripping out the union bonus. Final passage could be months away.</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 Stock Price Target Hiked To Street High As House Eyes New EV Credits</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 Stock Price Target Hiked To Street High As House Eyes New EV Credits\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\">2021-11-19 10:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wedbush analyst Daniel Ives raised his price target for <b>Tesla</b> stock to $1,400 from $1,000 in a note to clients late Thursday, as the U.S. appears poised to vote on a reconciliation bill that includes EV credits for Tesla and other EV makers. Tesla stock closed higher on Thursday, while other EV stocks slumped.</p>\n<p>Wedbush's price target is the highest on Wall Street, along with the top end of Jefferies' outlook. </p>\n<p>Ives says the linchpin to the overall bull thesis on Tesla remains China. Wedbush estimates China will represent 40% of Tesla's deliveries in 2022.</p>\n<p>Ives added that Tesla is now \"on a (roughly) 50k monthly run-rate for China into 2022.\"</p>\n<p>Tesla sold 54,391 China-made vehicles in October, including 40,666 for export, the China Passenger Car Association said. In September, Tesla sold 56,006 vehicles in China, of which 3,853 were exported. Tesla typically exports the bulk of its production in the first two months of the quarter.</p>\n<p>Wedbush analysts estimate Tesla's sales in China is worth $400 a share for 2022. Ives maintained his Outperform rating on Tesla stock. He recently lifted his bull-case price target to $1,800.</p>\n<p>\"The chip/component shortage remains a headwind for Tesla (and every other automaker), however we view this as a transitory issue with our core focus on Model 3/Y demand, which is outstripping supply by roughly 15% as of today,\" Ives said.</p>\n<h2>Tesla Stock</h2>\n<p>Shares edged up 0.7% to 1096.28 on the stock market today. Tesla stock is up 6% so far this week, after falling 15% last week after CEO Elon Musk began selling 10% of his stake in the company.</p>\n<p>TSLA stock is in profit-taking zone, after racing past a 900.50 cup-base buy point, according to MarketSmith chart analysis.</p>\n<p>Meanwhile, other EV stocks have slumped in recent days. <b>Lucid</b> fell 10.5% on Thursday, adding to its 5.4% decline the day before. <b>Fisker</b> dropped 6.2%.</p>\n<p>Recent IPO <b>Rivian</b> tumbled 15.5% to 123.38, after falling 15% on Wednesday, following a five-day surge post-IPO.</p>\n<p>Among other U.S.-based automakers with a growing EV slate, <b>General Motors</b> fell 3.5% and <b>Ford</b> was down 2%.</p>\n<p>China-based rivals <b>Nio</b> lost 3.2%, <b>Xpeng</b> was down 2% and <b>Li Auto</b> fell 3.7%.</p>\n<h2>EV Credits</h2>\n<p>The House is slated to vote on a massive tax-and-spending reconciliation bill Thursday that would include expanded tax credits, with Tesla and GM once again eligible.</p>\n<p>The bill would grant up to $7,500 in tax credits for buying EVs, but those credits would increase by $4,500 if a vehicle's final assembly occurs at a U.S. facility with unionized workers. That would only apply to GM, Ford and Chrysler, since their workers are unionized. It would exclude Tesla, Rivian, Lucid and all foreign automakers.</p>\n<p>However, the Senate is likely to make significant changes to the reconciliation bill. That could include changes to the EV credits, including tougher caps on income and price tag limits as well as stripping out the union bonus. Final passage could be months away.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","TSLA":"特斯拉","NGD":"New Gold"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184289000","content_text":"Wedbush analyst Daniel Ives raised his price target for Tesla stock to $1,400 from $1,000 in a note to clients late Thursday, as the U.S. appears poised to vote on a reconciliation bill that includes EV credits for Tesla and other EV makers. Tesla stock closed higher on Thursday, while other EV stocks slumped.\nWedbush's price target is the highest on Wall Street, along with the top end of Jefferies' outlook. \nIves says the linchpin to the overall bull thesis on Tesla remains China. Wedbush estimates China will represent 40% of Tesla's deliveries in 2022.\nIves added that Tesla is now \"on a (roughly) 50k monthly run-rate for China into 2022.\"\nTesla sold 54,391 China-made vehicles in October, including 40,666 for export, the China Passenger Car Association said. In September, Tesla sold 56,006 vehicles in China, of which 3,853 were exported. Tesla typically exports the bulk of its production in the first two months of the quarter.\nWedbush analysts estimate Tesla's sales in China is worth $400 a share for 2022. Ives maintained his Outperform rating on Tesla stock. He recently lifted his bull-case price target to $1,800.\n\"The chip/component shortage remains a headwind for Tesla (and every other automaker), however we view this as a transitory issue with our core focus on Model 3/Y demand, which is outstripping supply by roughly 15% as of today,\" Ives said.\nTesla Stock\nShares edged up 0.7% to 1096.28 on the stock market today. Tesla stock is up 6% so far this week, after falling 15% last week after CEO Elon Musk began selling 10% of his stake in the company.\nTSLA stock is in profit-taking zone, after racing past a 900.50 cup-base buy point, according to MarketSmith chart analysis.\nMeanwhile, other EV stocks have slumped in recent days. Lucid fell 10.5% on Thursday, adding to its 5.4% decline the day before. Fisker dropped 6.2%.\nRecent IPO Rivian tumbled 15.5% to 123.38, after falling 15% on Wednesday, following a five-day surge post-IPO.\nAmong other U.S.-based automakers with a growing EV slate, General Motors fell 3.5% and Ford was down 2%.\nChina-based rivals Nio lost 3.2%, Xpeng was down 2% and Li Auto fell 3.7%.\nEV Credits\nThe House is slated to vote on a massive tax-and-spending reconciliation bill Thursday that would include expanded tax credits, with Tesla and GM once again eligible.\nThe bill would grant up to $7,500 in tax credits for buying EVs, but those credits would increase by $4,500 if a vehicle's final assembly occurs at a U.S. facility with unionized workers. That would only apply to GM, Ford and Chrysler, since their workers are unionized. It would exclude Tesla, Rivian, Lucid and all foreign automakers.\nHowever, the Senate is likely to make significant changes to the reconciliation bill. That could include changes to the EV credits, including tougher caps on income and price tag limits as well as stripping out the union bonus. Final passage could be months away.","news_type":1},"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871586955,"gmtCreate":1637084286268,"gmtModify":1637084286336,"author":{"id":"4098934232637850","authorId":"4098934232637850","name":"darrenlwz","avatar":"https://static.tigerbbs.com/8bb5c73eaae46edf88c712b9f3e6f4cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good explanation.","listText":"good explanation.","text":"good explanation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871586955","repostId":"871605798","repostType":1,"repost":{"id":871605798,"gmtCreate":1637059224310,"gmtModify":1637079115957,"author":{"id":"9000000000000117","authorId":"9000000000000117","name":"老科谈科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"\n \n \n 第143期:元宇宙受热炒,元宇宙投资的3个误区!如何选对元宇宙细分赛道\n \n","listText":"第143期:元宇宙受热炒,元宇宙投资的3个误区!如何选对元宇宙细分赛道","text":"第143期:元宇宙受热炒,元宇宙投资的3个误区!如何选对元宇宙细分赛道","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871605798","isVote":1,"tweetType":2,"object":{"id":"0e2f2c8bf89749848953ac5bd8cb6f52","tweetId":"871605798","title":"第143期:元宇宙受热炒,元宇宙投资的3个误区!如何选对元宇宙细分赛道","videoUrl":"http://v.tigerbbs.com/1637059215338d80f9ec793a995dfb2d633b329c9e279.mp4","poster":"https://static.tigerbbs.com/2b435ad0b82a6b9e04f78e9689461743","shareLink":"http://v.tigerbbs.com/1637059215338d80f9ec793a995dfb2d633b329c9e279.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873531134,"gmtCreate":1636958238454,"gmtModify":1636958238454,"author":{"id":"4098934232637850","authorId":"4098934232637850","name":"darrenlwz","avatar":"https://static.tigerbbs.com/8bb5c73eaae46edf88c712b9f3e6f4cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873531134","repostId":"1103944030","repostType":2,"repost":{"id":"1103944030","pubTimestamp":1636857439,"share":"https://www.laohu8.com/m/news/1103944030?lang=&edition=full","pubTime":"2021-11-14 10:37","market":"us","language":"en","title":"These are the next three mega-cap tech stocks you’ll be hearing more about","url":"https://stock-news.laohu8.com/highlight/detail?id=1103944030","media":"MarketWatch","summary":"AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is","content":"<p>AMD is among companies poised to eclipse $200 billion in market value</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8977785546ccb691b11117bea0aa1480\" tg-width=\"1320\" tg-height=\"742\" referrerpolicy=\"no-referrer\"><span>AMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images</span></p>\n<p>As technology stocks have led the market for the better part of a dozen years, there are now 15 companies in the sector that have risen to mega-cap status — those valued at $200 billion or more.</p>\n<p>Five are valued at more than $1 trillion, including electric-vehicle maker Tesla,which I consider a tech company.</p>\n<p>Bets have been placed on which companies will rise to a trillion next, with Meta Platforms — aka Facebook — at the top of most lists and Nvidia,sitting on top of mine as a call I made 14 months ago.</p>\n<p>Perhaps harder than rising from north of half a trillion to a trillion is rising from less than $200 billion to break the threshold into mega-cap status.</p>\n<p>However, a few companies look destined for this outcome precisely, and I believe three have an incredibly compelling case to get there within the next 12 to 18 months — if not sooner.</p>\n<p><b>1. ServiceNow:</b> ServiceNow has been on an incredible run for more than a decade. From 2010 to 2020, revenues grew at a 59.2% average annual rate, while its stock rose at 44% a year. The company finished the 2020 calendar year at about $4.5 billion in revenue, and its trailing 12 months have surged close to $5.5 billion.</p>\n<p>The company now has more than 1,266 customers with a million or more dollars in recurring revenue, and is seeing this number grow at a substantial rate, including 25% in its most recent quarter.</p>\n<p>Beyond the numbers, the company’s technology, which enables companies to automate and implement digital workflows, continues to prove robust and best of breed. The most recent release of its Rome platform, three additional acquisitions to expand its portfolio and a deepened partnership with Microsoft are just a few recent highlights that provide the company a pathway to growth that should accelerate based on trends including app modernization, hybrid work, workflow automation, and even enterprise ESG initiatives.</p>\n<p>It’s hard to see ServiceNow not providing the robust growth that will take its market cap above $200 billion. The company’s market value is about $138 billion as of Monday.</p>\n<p><b>2. Qualcomm:</b>Qualcomm’s strong earnings report released last week — earnings per share jumped 76% year over year and revenue rose 43% — helped drive the stock to over $160 from the low $120s in mid-October.</p>\n<p>Consequently, that took the company’s market cap from about $145 billion to over $180 billion in just a matter of days. It serves as a timely reminder of how quickly a tech company in the right markets can produce momentum.</p>\n<p>Qualcomm, while best known as a chip provider for mobile handsets, is rapidly becoming a much bigger force in many categories, including the internet of things (IoT), automotive and wireless RFFE. With IoT and wireless RFFE surpassing a billion dollars a quarter in revenue, and automotive reaching nearly a billion in annual revenue with a $10 billion design pipeline, the company is becoming increasingly diversified. Thirty-eight percent of revenue in its QCT semiconductor business is now unrelated to handsets.</p>\n<p>Perhaps these adjacent business successes alone could catapult the company’s market value to over $200 billion, but what Qualcomm also has going for it is an undisputable global market leadership in 5G, which will continue to accelerate its handset business, as well as all of its adjacencies and massive licensing business.</p>\n<p><b>3. AMD:</b> I’ve been critical at times of Advanced Micro Devices,and sometimes you have to lean into calls you get wrong. While Intel under new CEO Pat Gelsinger shows more ambition and clear direction, AMD under Lisa Su has been on an absolute tear.</p>\n<p>In August, Mercury Research reported that AMD’s 22.5% x86 market share was its best in 14 years. With 4.2% year-over-year market share growth in its second quarter and another 54% overall revenue growth in the third quarter, the company’s market share gains look likely to continue.</p>\n<p>While I do think Intel is quickly patching its gaps and going to be a much more robust competitor, I believe the overall demand for CPUs (central processing units), GPUs (graphics processing units) and FPGAs (field-programmable gate arrays) will drive a larger total addressable market, and AMD’s going to grow revenues even if market share gains level off.</p>\n<p>Speaking of FPGA’s, the impending Xilinx deal, which I believe will gain regulatory approval, hasn’t been accounted for by many investors.</p>\n<p>AMD’s market value rose to over $180 billion Monday after the stock surged more than 10%. The company on Monday announced a range of news, including the fact that Meta will use its Epyc processors in its data center computers.</p>\n<p>After those three, I would add Micron Technology as an honorable mention. The company sits at closer to $85 billion in market cap. Still, as our thirst for compute continues to grow, the need for memory technology will scale dramatically, making Micron a significant beneficiary along with the likes of Samsung, which already sits well inside mega-cap territory.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These are the next three mega-cap tech stocks you’ll be hearing more about</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\">\nThese are the next three mega-cap tech stocks you’ll be hearing more about\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 10:37 GMT+8 <a href=https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images\nAs technology stocks have led the market for the better part of ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOW":"ServiceNow","NVDA":"英伟达","QCOM":"高通","AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/these-are-the-next-three-mega-cap-tech-stocks-youll-be-hearing-more-about-11636392083?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103944030","content_text":"AMD is among companies poised to eclipse $200 billion in market value\nAMD Chief Executive Lisa Su is seen in 2017. AFP via Getty Images\nAs technology stocks have led the market for the better part of a dozen years, there are now 15 companies in the sector that have risen to mega-cap status — those valued at $200 billion or more.\nFive are valued at more than $1 trillion, including electric-vehicle maker Tesla,which I consider a tech company.\nBets have been placed on which companies will rise to a trillion next, with Meta Platforms — aka Facebook — at the top of most lists and Nvidia,sitting on top of mine as a call I made 14 months ago.\nPerhaps harder than rising from north of half a trillion to a trillion is rising from less than $200 billion to break the threshold into mega-cap status.\nHowever, a few companies look destined for this outcome precisely, and I believe three have an incredibly compelling case to get there within the next 12 to 18 months — if not sooner.\n1. ServiceNow: ServiceNow has been on an incredible run for more than a decade. From 2010 to 2020, revenues grew at a 59.2% average annual rate, while its stock rose at 44% a year. The company finished the 2020 calendar year at about $4.5 billion in revenue, and its trailing 12 months have surged close to $5.5 billion.\nThe company now has more than 1,266 customers with a million or more dollars in recurring revenue, and is seeing this number grow at a substantial rate, including 25% in its most recent quarter.\nBeyond the numbers, the company’s technology, which enables companies to automate and implement digital workflows, continues to prove robust and best of breed. The most recent release of its Rome platform, three additional acquisitions to expand its portfolio and a deepened partnership with Microsoft are just a few recent highlights that provide the company a pathway to growth that should accelerate based on trends including app modernization, hybrid work, workflow automation, and even enterprise ESG initiatives.\nIt’s hard to see ServiceNow not providing the robust growth that will take its market cap above $200 billion. The company’s market value is about $138 billion as of Monday.\n2. Qualcomm:Qualcomm’s strong earnings report released last week — earnings per share jumped 76% year over year and revenue rose 43% — helped drive the stock to over $160 from the low $120s in mid-October.\nConsequently, that took the company’s market cap from about $145 billion to over $180 billion in just a matter of days. It serves as a timely reminder of how quickly a tech company in the right markets can produce momentum.\nQualcomm, while best known as a chip provider for mobile handsets, is rapidly becoming a much bigger force in many categories, including the internet of things (IoT), automotive and wireless RFFE. With IoT and wireless RFFE surpassing a billion dollars a quarter in revenue, and automotive reaching nearly a billion in annual revenue with a $10 billion design pipeline, the company is becoming increasingly diversified. Thirty-eight percent of revenue in its QCT semiconductor business is now unrelated to handsets.\nPerhaps these adjacent business successes alone could catapult the company’s market value to over $200 billion, but what Qualcomm also has going for it is an undisputable global market leadership in 5G, which will continue to accelerate its handset business, as well as all of its adjacencies and massive licensing business.\n3. AMD: I’ve been critical at times of Advanced Micro Devices,and sometimes you have to lean into calls you get wrong. While Intel under new CEO Pat Gelsinger shows more ambition and clear direction, AMD under Lisa Su has been on an absolute tear.\nIn August, Mercury Research reported that AMD’s 22.5% x86 market share was its best in 14 years. With 4.2% year-over-year market share growth in its second quarter and another 54% overall revenue growth in the third quarter, the company’s market share gains look likely to continue.\nWhile I do think Intel is quickly patching its gaps and going to be a much more robust competitor, I believe the overall demand for CPUs (central processing units), GPUs (graphics processing units) and FPGAs (field-programmable gate arrays) will drive a larger total addressable market, and AMD’s going to grow revenues even if market share gains level off.\nSpeaking of FPGA’s, the impending Xilinx deal, which I believe will gain regulatory approval, hasn’t been accounted for by many investors.\nAMD’s market value rose to over $180 billion Monday after the stock surged more than 10%. The company on Monday announced a range of news, including the fact that Meta will use its Epyc processors in its data center computers.\nAfter those three, I would add Micron Technology as an honorable mention. The company sits at closer to $85 billion in market cap. Still, as our thirst for compute continues to grow, the need for memory technology will scale dramatically, making Micron a significant beneficiary along with the likes of Samsung, which already sits well inside mega-cap territory.","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}