Billionaire Pinky Pig Monkey personal page - To The Moon

Billionaire Pinky Pig Monkey

Billionaire Pinky Pig Monkey

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Billionaire Pinky Pig Monkey

2021-06-05

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Billionaire Pinky Pig Monkey

12-21 10:11

Billionaire Pinky Pig Monkey

2022-10-21

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Fed May Have to Slow Or Stop Balance Sheet Trimming in 2023, Barclays Says

Billionaire Pinky Pig Monkey

2021-07-25

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Is IBM Stock Undervalued Or Overvalued? What To Consider

Billionaire Pinky Pig Monkey

2021-07-11

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Billionaire Pinky Pig Monkey

2021-06-16

$Tiger Brokers(TIGR)$Time to in?

Billionaire Pinky Pig Monkey

2022-03-19

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Billionaire Pinky Pig Monkey

2022-01-05

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Dow posts closing record high for 2nd day, boosted by banks

Billionaire Pinky Pig Monkey

2021-09-16

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Nvidia: Fundamentals Matter Less Than Ever

Billionaire Pinky Pig Monkey

2021-05-20

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U.S. stocks drop after Fed minutes, crypto fall

Billionaire Pinky Pig Monkey

12-22 10:07

Billionaire Pinky Pig Monkey

2022-02-01

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Billionaire Pinky Pig Monkey

2022-01-28

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Apple Sales and Profit Top Estimates as Hit from Chip Shortages Eases

Billionaire Pinky Pig Monkey

2022-01-16

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The Fed Is Raising Interest Rates: These Growth Stocks Can Still Double in 2022

Billionaire Pinky Pig Monkey

2021-12-22

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Musk Tweet Fund Adminstrator Isn’t Filing Statements, Judge Says

Billionaire Pinky Pig Monkey

2021-08-21

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Buy the pullback in chip stocks — and focus on these 6 companies for the long haul

Billionaire Pinky Pig Monkey

2021-06-30

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Billionaire Pinky Pig Monkey

2021-06-23

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Tech leads way to Wall Street rebound as Powell promises steady hand

Billionaire Pinky Pig Monkey

2021-06-10

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Billionaire Pinky Pig Monkey

2022-10-20

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Got good profits need to run. My actual trading profits all eaten up by recent sell- off and I quite pissed that I didn't sell when it touch $8. $3 plus wipe out! Don't be greedy.","images":[{"img":"https://community-static.tradeup.com/news/5a1ba0f298d7cb938674c2f660b0e755","width":"882","height":"1664"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/507011883799216","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506486572581672,"gmtCreate":1764675766612,"gmtModify":1764675770358,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568071651427696","idStr":"3568071651427696"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/81e602528366faffc28246684bf1d230","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506486572581672","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":503555094024240,"gmtCreate":1763946760460,"gmtModify":1763946763923,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568071651427696","idStr":"3568071651427696"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/16974ccfb4879bef9b2265f404bae31c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503555094024240","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":500908235280800,"gmtCreate":1763333759056,"gmtModify":1763333761146,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568071651427696","idStr":"3568071651427696"},"themes":[],"title":"","htmlText":"<a 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","htmlText":"On 03 Oct 2025, CNBC's \"Mad Money\" host Jim Cramer declared <a href=\"https://ttm.financial/S/DKNG\">$DraftKings Inc.(DKNG)$</a> share price plunge a compelling buying opportunity, urging investors not to shy away but to consider entering the stock amidst market overreactions. His argument centred mainly around the fact that competition from online “prediction markets” is not a significant threat to DKNG’s business. He considers concerns over “prediction markets” to be overstated and suggests establishing a small position ahead of the upcoming earnings release, slated for 06 Nov 2025. What Are “Online” Prediction Markets ? Prediction markets have a long history, with informal versions dating back at least 1,000 years, where people bet on various outcomes such as military battles, royal succe","listText":"On 03 Oct 2025, CNBC's \"Mad Money\" host Jim Cramer declared <a href=\"https://ttm.financial/S/DKNG\">$DraftKings Inc.(DKNG)$</a> share price plunge a compelling buying opportunity, urging investors not to shy away but to consider entering the stock amidst market overreactions. His argument centred mainly around the fact that competition from online “prediction markets” is not a significant threat to DKNG’s business. He considers concerns over “prediction markets” to be overstated and suggests establishing a small position ahead of the upcoming earnings release, slated for 06 Nov 2025. What Are “Online” Prediction Markets ? Prediction markets have a long history, with informal versions dating back at least 1,000 years, where people bet on various outcomes such as military battles, royal succe","text":"On 03 Oct 2025, CNBC's \"Mad Money\" host Jim Cramer declared $DraftKings Inc.(DKNG)$ share price plunge a compelling buying opportunity, urging investors not to shy away but to consider entering the stock amidst market overreactions. His argument centred mainly around the fact that competition from online “prediction markets” is not a significant threat to DKNG’s business. He considers concerns over “prediction markets” to be overstated and suggests establishing a small position ahead of the upcoming earnings release, slated for 06 Nov 2025. What Are “Online” Prediction Markets ? Prediction markets have a long history, with informal versions dating back at least 1,000 years, where people bet on various outcomes such as military battles, royal 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pls&nbsp;","listText":"Lik n comment pls&nbsp;","text":"Lik n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/112147173","repostId":"1198786025","repostType":4,"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577092942653022","authorId":"3577092942653022","name":"XNOP593","avatar":"https://static.tigerbbs.com/732877c9630f22cc8eb6bebac5e10f6d","crmLevel":11,"crmLevelSwitch":0,"idStr":"3577092942653022","authorIdStr":"3577092942653022"},"content":"Response to my comment too pls","text":"Response to my comment too pls","html":"Response to my comment too pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":513046740963872,"gmtCreate":1766283109848,"gmtModify":1766283111928,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig 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Balance Sheet Trimming in 2023, Barclays Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1127402451","media":"Reuters","summary":"(Reuters) - The Federal Reserve may have to slow or stop shrinking its nearly $9 trillion balance sh","content":"<html><head></head><body><p>(Reuters) - The Federal Reserve may have to slow or stop shrinking its nearly $9 trillion balance sheet sooner than many now expect, according to a report from Barclays.</p><p>The investment bank&#39;s analysts wrote this week that the current pace of the drawdown likely needs to change in the first half of next year. That&#39;s because if the Fed were to press forward with allowing its balance sheet to shrink, bank reserves would, by the end of 2023, fall to levels that would complicate maintaining firm control of the federal funds rate, the U.S. central bank&#39;s primary tool for influencing the direction of the economy.</p><p>So far, Fed officials have given little guidance as to how long and how far they plan to go with cutting the holdings, noting only that they see it as an extended process heading to an uncertain end. &#34;I don&#39;t know what the final end point is of our balance sheet,&#34; Minneapolis Fed President Neel Kashkari said on Wednesday, but &#34;we have a ways to go.&#34;</p><p>That end state of the process is tricky due to a number of factors. But the biggest uncertainty is that it is unclear when the financial system moves from ample levels of bank reserves to one where they are scarce.</p><p>Scarce reserves mean the federal funds target rate can become volatile, which central bankers do not like. When reserves ran low in September 2019, the Fed was forced to intervene to bolster them through asset-buying and temporary liquidity injections.</p><p>The Barclays analysis arrives as the Fed is tightening its monetary policy stance on two fronts. Its bid to lower inflation, which has been running at 40-year highs, is driving officials to push up their federal funds target rate range aggressively, with increases likely to spill over into next year.</p><p>Withdrawing stimulus has also meant shrinking the size of the Fed&#39;s balance sheet. From a size of $4.2 trillion in March 2020, the holdings peaked at around $9 trillion as of last spring due to bond-buying stimulus efforts tied to the coronavirus pandemic. The Fed started drawing down its holdings by $95 billion per month as of September, with holdings now at $8.8 trillion. Amid that decline, bank reserves have been falling.</p><p>The Barclays report said that due to changes in the financial system, total reserve levels are likely to come under pressure at higher levels, which means &#34;the current level of bank reserves is probably closer to reserve scarcity than might have been the case before 2015.&#34;</p><p>The path the Fed is on right now will likely shave off just over $1 trillion from its balance sheet next year, which means reserves will become an issue for monetary policy before the end of the year, the report said.</p><p>&#34;Our sense is that these changes to the shape and location of the demand curve for bank reserves will mean that the Fed reaches &#39;ample&#39; much sooner than it expects,&#34; hitting that mark in the first half of 2023, the report said.</p><p>The Barclays report acknowledges the Fed could tweak the settings of its rate control toolkit or resort to other measures that could buy it some space on the reserves issue. But those sorts of things only offer a temporary respite, which makes altering the pace of the balance sheet drawdown the more valuable tool.</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>Fed May Have to Slow Or Stop Balance Sheet Trimming in 2023, Barclays Says</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\">\nFed May Have to Slow Or Stop Balance Sheet Trimming in 2023, Barclays Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-21 08:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The Federal Reserve may have to slow or stop shrinking its nearly $9 trillion balance sheet sooner than many now expect, according to a report from Barclays.</p><p>The investment bank&#39;s analysts wrote this week that the current pace of the drawdown likely needs to change in the first half of next year. That&#39;s because if the Fed were to press forward with allowing its balance sheet to shrink, bank reserves would, by the end of 2023, fall to levels that would complicate maintaining firm control of the federal funds rate, the U.S. central bank&#39;s primary tool for influencing the direction of the economy.</p><p>So far, Fed officials have given little guidance as to how long and how far they plan to go with cutting the holdings, noting only that they see it as an extended process heading to an uncertain end. &#34;I don&#39;t know what the final end point is of our balance sheet,&#34; Minneapolis Fed President Neel Kashkari said on Wednesday, but &#34;we have a ways to go.&#34;</p><p>That end state of the process is tricky due to a number of factors. But the biggest uncertainty is that it is unclear when the financial system moves from ample levels of bank reserves to one where they are scarce.</p><p>Scarce reserves mean the federal funds target rate can become volatile, which central bankers do not like. When reserves ran low in September 2019, the Fed was forced to intervene to bolster them through asset-buying and temporary liquidity injections.</p><p>The Barclays analysis arrives as the Fed is tightening its monetary policy stance on two fronts. Its bid to lower inflation, which has been running at 40-year highs, is driving officials to push up their federal funds target rate range aggressively, with increases likely to spill over into next year.</p><p>Withdrawing stimulus has also meant shrinking the size of the Fed&#39;s balance sheet. From a size of $4.2 trillion in March 2020, the holdings peaked at around $9 trillion as of last spring due to bond-buying stimulus efforts tied to the coronavirus pandemic. The Fed started drawing down its holdings by $95 billion per month as of September, with holdings now at $8.8 trillion. Amid that decline, bank reserves have been falling.</p><p>The Barclays report said that due to changes in the financial system, total reserve levels are likely to come under pressure at higher levels, which means &#34;the current level of bank reserves is probably closer to reserve scarcity than might have been the case before 2015.&#34;</p><p>The path the Fed is on right now will likely shave off just over $1 trillion from its balance sheet next year, which means reserves will become an issue for monetary policy before the end of the year, the report said.</p><p>&#34;Our sense is that these changes to the shape and location of the demand curve for bank reserves will mean that the Fed reaches &#39;ample&#39; much sooner than it expects,&#34; hitting that mark in the first half of 2023, the report said.</p><p>The Barclays report acknowledges the Fed could tweak the settings of its rate control toolkit or resort to other measures that could buy it some space on the reserves issue. But those sorts of things only offer a temporary respite, which makes altering the pace of the balance sheet drawdown the more valuable tool.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127402451","content_text":"(Reuters) - The Federal Reserve may have to slow or stop shrinking its nearly $9 trillion balance sheet sooner than many now expect, according to a report from Barclays.The investment bank's analysts wrote this week that the current pace of the drawdown likely needs to change in the first half of next year. That's because if the Fed were to press forward with allowing its balance sheet to shrink, bank reserves would, by the end of 2023, fall to levels that would complicate maintaining firm control of the federal funds rate, the U.S. central bank's primary tool for influencing the direction of the economy.So far, Fed officials have given little guidance as to how long and how far they plan to go with cutting the holdings, noting only that they see it as an extended process heading to an uncertain end. \"I don't know what the final end point is of our balance sheet,\" Minneapolis Fed President Neel Kashkari said on Wednesday, but \"we have a ways to go.\"That end state of the process is tricky due to a number of factors. But the biggest uncertainty is that it is unclear when the financial system moves from ample levels of bank reserves to one where they are scarce.Scarce reserves mean the federal funds target rate can become volatile, which central bankers do not like. When reserves ran low in September 2019, the Fed was forced to intervene to bolster them through asset-buying and temporary liquidity injections.The Barclays analysis arrives as the Fed is tightening its monetary policy stance on two fronts. Its bid to lower inflation, which has been running at 40-year highs, is driving officials to push up their federal funds target rate range aggressively, with increases likely to spill over into next year.Withdrawing stimulus has also meant shrinking the size of the Fed's balance sheet. From a size of $4.2 trillion in March 2020, the holdings peaked at around $9 trillion as of last spring due to bond-buying stimulus efforts tied to the coronavirus pandemic. The Fed started drawing down its holdings by $95 billion per month as of September, with holdings now at $8.8 trillion. Amid that decline, bank reserves have been falling.The Barclays report said that due to changes in the financial system, total reserve levels are likely to come under pressure at higher levels, which means \"the current level of bank reserves is probably closer to reserve scarcity than might have been the case before 2015.\"The path the Fed is on right now will likely shave off just over $1 trillion from its balance sheet next year, which means reserves will become an issue for monetary policy before the end of the year, the report said.\"Our sense is that these changes to the shape and location of the demand curve for bank reserves will mean that the Fed reaches 'ample' much sooner than it expects,\" hitting that mark in the first half of 2023, the report said.The Barclays report acknowledges the Fed could tweak the settings of its rate control toolkit or resort to other measures that could buy it some space on the reserves issue. But those sorts of things only offer a temporary respite, which makes altering the pace of the balance sheet drawdown the more valuable tool.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177827241,"gmtCreate":1627198413983,"gmtModify":1703485481128,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/177827241","repostId":"1176552691","repostType":4,"repost":{"id":"1176552691","kind":"news","pubTimestamp":1627183789,"share":"https://ttm.financial/m/news/1176552691?lang=en_US&edition=fundamental","pubTime":"2021-07-25 11:29","market":"us","language":"en","title":"Is IBM Stock Undervalued Or Overvalued? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1176552691","media":"seekingalpha","summary":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.","content":"<p><b>Summary</b></p>\n<ul>\n <li>IBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.</li>\n <li>Prior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.</li>\n <li>More transparency is needed regarding the Kyndryl spinoff.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c798e0536c6804d44b195f6f349fab5\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>Ethan Miller/Getty Images News</span></p>\n<p>International Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.</p>\n<p>Although the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.</p>\n<p>What is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.</p>\n<p>Management is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.</p>\n<p><b>Recent Quarterly Results</b></p>\n<p>IBM&nbsp;reported&nbsp;Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.</p>\n<p>Revenue of $18.7 billion was flat when adjusted for currency and divestitures.</p>\n<p>The negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.</p>\n<p>The global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.</p>\n<p>The positive side of the report had Cloud &amp; Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.</p>\n<p>Net cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.</p>\n<p>Since year-end 2020, the company has reduced debt by $6.4 billion.</p>\n<p>Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021.</p>\n<p><b>Where IBM Stands Tall</b></p>\n<p>IBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.</p>\n<p>It is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.</p>\n<p>For example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.</p>\n<p>Half of the world’s wireless connections are handled by the firm.</p>\n<p>IBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.</p>\n<p>Eight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ace4f1436fd2697c5ad266b5017e1dd\" tg-width=\"960\" tg-height=\"721\" width=\"100%\" height=\"auto\"><span>Source: Forbes</span></p>\n<p>It is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.</p>\n<p>However, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.</p>\n<p><b>The Sources Of Potential Growth</b></p>\n<p>Investors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh&nbsp;provided insight&nbsp;into how hybrid cloud drives revenue in some of IBM’s other divisions.</p>\n<blockquote>\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n</blockquote>\n<p>Of course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.</p>\n<p>Because hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.</p>\n<p>I reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm&nbsp;forecasts&nbsp;a CAGR of 18.73% from 2021 through 2026.</p>\n<p>Investors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.</p>\n<p>The following chart provides a record of the firm’s total cloud growth over the last six quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc85156e70f6caf8ae809f76126a723\" tg-width=\"576\" tg-height=\"336\" width=\"100%\" height=\"auto\"><span>Source: Company reports / Chart by Author</span></p>\n<p>Aside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.</p>\n<p>Early in 2019, IBM&nbsp;introduced&nbsp;the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.</p>\n<p>Pardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence&nbsp;forecasts&nbsp;a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.</p>\n<p>For additional insights regarding quantum computing and IBM’s position within that industry, I point you to&nbsp;my article, “IBM: Why My Eye Is Fixed On Big Blue.”</p>\n<p><b>Understanding Kyndryl</b></p>\n<p>Once&nbsp;Kyndryl&nbsp;is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.</p>\n<p>The split will&nbsp;transform&nbsp;IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.</p>\n<p>Global Business Services, which currently constitutes 22% of the company’s revenue, will&nbsp;account&nbsp;for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.</p>\n<p>IBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.</p>\n<p>Initially, the two companies will each be the largest customer of the other.</p>\n<p>What remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.</p>\n<p><b>Has IBM Turned The Corner?</b></p>\n<p>Anyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cc8b82052f97dd449205999ee30711\" tg-width=\"577\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Data from ycharts / chart by author</span></p>\n<p>While this is not proof positive that the company is back on track, the recent trend is at least encouraging.</p>\n<p>In 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.</p>\n<p>The CEO&nbsp;recently stated&nbsp;he expects IBM to generate $12 billion to $13 billion in FCF in 2022.</p>\n<p><b>Debt And Dividend</b></p>\n<p>While investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.</p>\n<p>The company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73e613157c486a5f5e8306546121971\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: IBM Presentation</span></p>\n<p>IBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.</p>\n<p><b>Is IBM Stock Overvalued?</b></p>\n<p>IBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.</p>\n<p>IBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.</p>\n<p>The 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.</p>\n<p>I believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.</p>\n<p><b>Is IBM Stock A Good Long-Term Investment?</b></p>\n<p>IBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.</p>\n<p>That the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.</p>\n<p>If management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.</p>\n<p>IBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.</p>\n<p>All considered, I rate IBM as a BUY.</p>\n<p>I think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is IBM Stock Undervalued Or Overvalued? 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What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176552691","content_text":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.\nMore transparency is needed regarding the Kyndryl spinoff.\n\nEthan Miller/Getty Images News\nInternational Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.\nAlthough the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.\nWhat is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.\nManagement is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.\nRecent Quarterly Results\nIBM reported Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.\nRevenue of $18.7 billion was flat when adjusted for currency and divestitures.\nThe negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.\nThe global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.\nThe positive side of the report had Cloud & Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.\nNet cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.\nSince year-end 2020, the company has reduced debt by $6.4 billion.\nManagement guides for adjusted free cash flow of $11 billion to $12 billion in 2021.\nWhere IBM Stands Tall\nIBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.\nIt is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.\nFor example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.\nHalf of the world’s wireless connections are handled by the firm.\nIBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.\nEight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.\nSource: Forbes\nIt is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.\nHowever, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.\nThe Sources Of Potential Growth\nInvestors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh provided insight into how hybrid cloud drives revenue in some of IBM’s other divisions.\n\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n\nOf course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.\nBecause hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.\nI reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm forecasts a CAGR of 18.73% from 2021 through 2026.\nInvestors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.\nThe following chart provides a record of the firm’s total cloud growth over the last six quarters.\nSource: Company reports / Chart by Author\nAside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.\nEarly in 2019, IBM introduced the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.\nPardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence forecasts a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.\nFor additional insights regarding quantum computing and IBM’s position within that industry, I point you to my article, “IBM: Why My Eye Is Fixed On Big Blue.”\nUnderstanding Kyndryl\nOnce Kyndryl is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.\nThe split will transform IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.\nGlobal Business Services, which currently constitutes 22% of the company’s revenue, will account for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.\nIBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.\nInitially, the two companies will each be the largest customer of the other.\nWhat remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.\nHas IBM Turned The Corner?\nAnyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.\nSource: Data from ycharts / chart by author\nWhile this is not proof positive that the company is back on track, the recent trend is at least encouraging.\nIn 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.\nThe CEO recently stated he expects IBM to generate $12 billion to $13 billion in FCF in 2022.\nDebt And Dividend\nWhile investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.\nThe company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.\nSource: IBM Presentation\nIBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.\nIs IBM Stock Overvalued?\nIBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.\nIBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.\nThe 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.\nI believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.\nIs IBM Stock A Good Long-Term Investment?\nIBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.\nThat the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.\nIf management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.\nIBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.\nAll considered, I rate IBM as a BUY.\nI think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.","news_type":1,"symbols_score_info":{"IBM":0.9}},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148895167,"gmtCreate":1625965503659,"gmtModify":1703751245052,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/148895167","repostId":"1113530069","repostType":4,"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160455781,"gmtCreate":1623805120143,"gmtModify":1703819892531,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Time to in?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Time to in?","text":"$Tiger Brokers(TIGR)$Time to in?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/160455781","isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035458197,"gmtCreate":1647659394431,"gmtModify":1676534256669,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035458197","repostId":"2220484770","repostType":4,"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008006666,"gmtCreate":1641339388878,"gmtModify":1676533599758,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008006666","repostId":"2201418283","repostType":4,"repost":{"id":"2201418283","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1641336421,"share":"https://ttm.financial/m/news/2201418283?lang=en_US&edition=fundamental","pubTime":"2022-01-05 06:47","market":"us","language":"en","title":"Dow posts closing record high for 2nd day, boosted by banks","url":"https://stock-news.laohu8.com/highlight/detail?id=2201418283","media":"Reuters","summary":"* Financial sector registers all-time closing high* Ford, GM shares rise as electric truck battle heats up* Indexes: Dow up 0.6%, S&P 500 down 0.06%, Nasdaq down 1.3%NEW YORK, Jan 4 (Reuters) - The Do","content":"<html><head></head><body><p>* Financial sector registers all-time closing high</p><p>* Ford, GM shares rise as electric truck battle heats up</p><p>* Indexes: Dow up 0.6%, S&amp;P 500 down 0.06%, Nasdaq down 1.3%</p><p>NEW YORK, Jan 4 (Reuters) - The Dow Jones Industrial Average reached a record closing high on Tuesday for a second straight day as financial and industrial shares rallied, while the Nasdaq fell.</p><p>The S&amp;P 500 ended slightly weaker after hitting an intraday all-time high. Declines in shares of big growth names including Tesla Inc weighed on the index and the Nasdaq Composite, which ended down more than 1%.</p><p>Economically sensitive energy, financials and industrials were the leading sectors in the S&amp;P 500, with financials eking out an all-time closing high.</p><p>Helping sentiment, the World Health Organization cited increasing evidence that the coronavirus variant caused milder symptoms than previous variants.</p><p>Earlier, U.S. manufacturing data for December showed some cooling in demand for goods, but investors took solace in signs of supply constraints easing.</p><p>The S&amp;P 500 bank index rose 3.5% in its biggest daily percentage gain in about a year.</p><p>Some strategists said financials and other value-oriented stocks could be near-term market leaders as investors gear up for interest rate hikes from the Federal Reserve by mid-year to curb high inflation. U.S. Treasury yields gained for a second trading day.</p><p>Investors are &#34;going to punish growth stocks with high valuations,&#34; said Robert Phipps, a director at Per Stirling Capital Management in Austin, Texas.</p><p>&#34;This is a time when defensive stocks and value stocks are likely to outperform.&#34;</p><p>The S&amp;P 500 value index jumped 1%, while the S&amp;P 500 growth index fell 1%.</p><p>The Dow Jones Industrial Average rose 214.59 points, or 0.59%, to 36,799.65; the S&amp;P 500 lost 3.02 points, or 0.06%, at 4,793.54; and the Nasdaq Composite dropped 210.08 points, or 1.33%, to 15,622.72.</p><p>The U.S. central bank said last month it would end its pandemic-era bond buying in 2022, signaling at least three interest rate hikes for the year. Minutes from the meeting are expected to be released on Wednesday.</p><p>Daniel Morgan, portfolio manager at Synovus Trust in Atlanta, said he still favored technology and growth shares, and was optimistic that fourth-quarter earnings for tech and the chip sector in particular could be stronger than Wall Street expectations.</p><p>Tesla shares fell 4.2%, a day after jumping more than 13% on stronger-than-expected quarterly deliveries.</p><p>Ford Motor Co jumped 11.7% after the automaker said it would nearly double annual production capacity for its red-hot F-150 Lightning electric pickup to 150,000 vehicles.</p><p>General Motors Co shares rallied 7.5% a day ahead of its public debut of the Chevrolet Silverado electric pickup, which is slated to go on sale in early 2023.</p><p>Advancing issues outnumbered decliners on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 70 new 52-week highs and one new low; the Nasdaq Composite recorded 104 new highs and 102 new lows.</p><p>Volume on U.S. exchanges was 11.49 billion shares, compared with about 10.4 billion average for the full session over the last 20 trading days.</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>Dow posts closing record high for 2nd day, boosted by banks</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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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\">\nDow posts closing record high for 2nd day, boosted by banks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-05 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Financial sector registers all-time closing high</p><p>* Ford, GM shares rise as electric truck battle heats up</p><p>* Indexes: Dow up 0.6%, S&amp;P 500 down 0.06%, Nasdaq down 1.3%</p><p>NEW YORK, Jan 4 (Reuters) - The Dow Jones Industrial Average reached a record closing high on Tuesday for a second straight day as financial and industrial shares rallied, while the Nasdaq fell.</p><p>The S&amp;P 500 ended slightly weaker after hitting an intraday all-time high. Declines in shares of big growth names including Tesla Inc weighed on the index and the Nasdaq Composite, which ended down more than 1%.</p><p>Economically sensitive energy, financials and industrials were the leading sectors in the S&amp;P 500, with financials eking out an all-time closing high.</p><p>Helping sentiment, the World Health Organization cited increasing evidence that the coronavirus variant caused milder symptoms than previous variants.</p><p>Earlier, U.S. manufacturing data for December showed some cooling in demand for goods, but investors took solace in signs of supply constraints easing.</p><p>The S&amp;P 500 bank index rose 3.5% in its biggest daily percentage gain in about a year.</p><p>Some strategists said financials and other value-oriented stocks could be near-term market leaders as investors gear up for interest rate hikes from the Federal Reserve by mid-year to curb high inflation. U.S. Treasury yields gained for a second trading day.</p><p>Investors are &#34;going to punish growth stocks with high valuations,&#34; said Robert Phipps, a director at Per Stirling Capital Management in Austin, Texas.</p><p>&#34;This is a time when defensive stocks and value stocks are likely to outperform.&#34;</p><p>The S&amp;P 500 value index jumped 1%, while the S&amp;P 500 growth index fell 1%.</p><p>The Dow Jones Industrial Average rose 214.59 points, or 0.59%, to 36,799.65; the S&amp;P 500 lost 3.02 points, or 0.06%, at 4,793.54; and the Nasdaq Composite dropped 210.08 points, or 1.33%, to 15,622.72.</p><p>The U.S. central bank said last month it would end its pandemic-era bond buying in 2022, signaling at least three interest rate hikes for the year. Minutes from the meeting are expected to be released on Wednesday.</p><p>Daniel Morgan, portfolio manager at Synovus Trust in Atlanta, said he still favored technology and growth shares, and was optimistic that fourth-quarter earnings for tech and the chip sector in particular could be stronger than Wall Street expectations.</p><p>Tesla shares fell 4.2%, a day after jumping more than 13% on stronger-than-expected quarterly deliveries.</p><p>Ford Motor Co jumped 11.7% after the automaker said it would nearly double annual production capacity for its red-hot F-150 Lightning electric pickup to 150,000 vehicles.</p><p>General Motors Co shares rallied 7.5% a day ahead of its public debut of the Chevrolet Silverado electric pickup, which is slated to go on sale in early 2023.</p><p>Advancing issues outnumbered decliners on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 70 new 52-week highs and one new low; the Nasdaq Composite recorded 104 new highs and 102 new lows.</p><p>Volume on U.S. exchanges was 11.49 billion shares, compared with about 10.4 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4548":"巴美列捷福持仓","F":"福特汽车","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商","TSLA":"特斯拉","GM":"通用汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201418283","content_text":"* Financial sector registers all-time closing high* Ford, GM shares rise as electric truck battle heats up* Indexes: Dow up 0.6%, S&P 500 down 0.06%, Nasdaq down 1.3%NEW YORK, Jan 4 (Reuters) - The Dow Jones Industrial Average reached a record closing high on Tuesday for a second straight day as financial and industrial shares rallied, while the Nasdaq fell.The S&P 500 ended slightly weaker after hitting an intraday all-time high. Declines in shares of big growth names including Tesla Inc weighed on the index and the Nasdaq Composite, which ended down more than 1%.Economically sensitive energy, financials and industrials were the leading sectors in the S&P 500, with financials eking out an all-time closing high.Helping sentiment, the World Health Organization cited increasing evidence that the coronavirus variant caused milder symptoms than previous variants.Earlier, U.S. manufacturing data for December showed some cooling in demand for goods, but investors took solace in signs of supply constraints easing.The S&P 500 bank index rose 3.5% in its biggest daily percentage gain in about a year.Some strategists said financials and other value-oriented stocks could be near-term market leaders as investors gear up for interest rate hikes from the Federal Reserve by mid-year to curb high inflation. U.S. Treasury yields gained for a second trading day.Investors are \"going to punish growth stocks with high valuations,\" said Robert Phipps, a director at Per Stirling Capital Management in Austin, Texas.\"This is a time when defensive stocks and value stocks are likely to outperform.\"The S&P 500 value index jumped 1%, while the S&P 500 growth index fell 1%.The Dow Jones Industrial Average rose 214.59 points, or 0.59%, to 36,799.65; the S&P 500 lost 3.02 points, or 0.06%, at 4,793.54; and the Nasdaq Composite dropped 210.08 points, or 1.33%, to 15,622.72.The U.S. central bank said last month it would end its pandemic-era bond buying in 2022, signaling at least three interest rate hikes for the year. Minutes from the meeting are expected to be released on Wednesday.Daniel Morgan, portfolio manager at Synovus Trust in Atlanta, said he still favored technology and growth shares, and was optimistic that fourth-quarter earnings for tech and the chip sector in particular could be stronger than Wall Street expectations.Tesla shares fell 4.2%, a day after jumping more than 13% on stronger-than-expected quarterly deliveries.Ford Motor Co jumped 11.7% after the automaker said it would nearly double annual production capacity for its red-hot F-150 Lightning electric pickup to 150,000 vehicles.General Motors Co shares rallied 7.5% a day ahead of its public debut of the Chevrolet Silverado electric pickup, which is slated to go on sale in early 2023.Advancing issues outnumbered decliners on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.The S&P 500 posted 70 new 52-week highs and one new low; the Nasdaq Composite recorded 104 new highs and 102 new lows.Volume on U.S. exchanges was 11.49 billion shares, compared with about 10.4 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"F":0.9,"TSLA":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885231072,"gmtCreate":1631795886496,"gmtModify":1676530637561,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/885231072","repostId":"1132437771","repostType":4,"repost":{"id":"1132437771","kind":"news","pubTimestamp":1631792549,"share":"https://ttm.financial/m/news/1132437771?lang=en_US&edition=fundamental","pubTime":"2021-09-16 19:42","market":"us","language":"en","title":"Nvidia: Fundamentals Matter Less Than Ever","url":"https://stock-news.laohu8.com/highlight/detail?id=1132437771","media":"seekingalpha","summary":"Summary\n\nNvidia is an undisputed leader in the semiconductors space, with one of the most profitable","content":"<p><b>Summary</b></p>\n<ul>\n <li>Nvidia is an undisputed leader in the semiconductors space, with one of the most profitable business models.</li>\n <li>Investors' focus is usually put on the company's strong product roadmap, which is now less relevant for the share price performance.</li>\n <li>Due to its unique positioning, Nvidia's share price is now more sensitive to market-wide forces than it is to the company's business fundamentals.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59d3f68e7d7037092fadd0ee8f1ab7d6\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>wellesenterprises/iStock Editorial via Getty Images</span></p>\n<p>From a relatively small gaming company a couple of years ago, Nvidia (NVDA) has turned into one of the most important technological enterprises globally. From data centers &amp; cloud computing, driverless cars and all kinds of artificial intelligence computing workloads, to gaming, visualization &amp; cryptocurrency mining, Nvidia products are now the lifeblood of the new digital economy.</p>\n<p>Not only is Nvidia's intellectual property uniquely positioned within the new digital age, but the company is also an undisputed leader in the graphics processing unit(GPU)space with a very wide moat. This led to the success story called Nvidia.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fc9ac68b953baa8a700911e6d0bae74\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Going forward, however, share price returns are likely to disappoint even in the face of improving business fundamentals. It appears that certain market-wide risks are now in the driver's seat of Nvidia share price and could catch many of Nvidia shareholders off-guard. But before we dig into that, we need to properly account for the leading position business potential of the company.</p>\n<p><b>All about GPUs demand</b></p>\n<p>Even though the Gaming segment still takes a sizeable proportion of Nvidia's business, just over the course of four years Data Center has become equally important in size.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98c28b9183a9848e6736b81b6d2a9c22\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"><span>Source: Nvidia Annual Investor Day 2021</span></p>\n<p>As if the already ongoing trend towards more cloud-based workloads was not enough, the current pandemic significantly accelerated the overall demand.</p>\n<p><img src=\"https://static.tigerbbs.com/25f8090d5c3afcbca0034dc19ebf87cd\" tg-width=\"610\" tg-height=\"456\" referrerpolicy=\"no-referrer\"></p>\n<p>In addition to data centers, the automotive industry is also starving for Nvidia's chips which made the company deeply embedded in the automotive ecosystem.</p>\n<blockquote>\n NVIDIA is working with several hundred partners in the automotive ecosystem including automakers, truck makers, tier one suppliers, sensor manufacturers, automotive research institutions, HD mapping companies, and startups to develop and deploy AI systems for self-driving vehicles.\n</blockquote>\n<blockquote>\n Source: Nvidia Annual Report 2021\n</blockquote>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e19c38b0c31479f3ca070abe62f088d\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"><span>Source: Nvidia Annual Investor Day 2021</span></p>\n<p>Last but not least, the tug-of-war between gamers and cryptocurrency miners has resulted in both higher volume sales as well as higher pricing of Nvidia's GPUs. The uptick in energy consumption for cryptocurrency mining, coupled with the overall&nbsp;preference&nbsp;for Nvidia GPUs was yet another tailwind for the company's Gaming division.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cde81f76201b5c7f5832202aaa17e08\" tg-width=\"1280\" tg-height=\"900\" referrerpolicy=\"no-referrer\"><span>Source: bbc.com</span></p>\n<p><b>Implications for the Income Statement</b></p>\n<p>The perfect storm for GPUs demand and Nvidia's leading position in the segment resulted in the 53% topline growth in fiscal year 2021 and 31% so far for the FY 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d2ffb1f7cf418f4f8b264dd72a22fd9\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Seeking Alpha</span></p>\n<p>Going forward, NVDA is likely to sustain this high topline growth rate, which is expected to somehow cool-off following fiscal year 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d980f7a5a4c4f88b24057841ca2db18b\" tg-width=\"640\" tg-height=\"135\" referrerpolicy=\"no-referrer\"><span>Source: Seeking Alpha</span></p>\n<p>The forward growth rate of NVDA is comparable only to that of its other GPU rival - AMD (AMD), which is expected to grow at a similar rate over the next two fiscal years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52527c42a41f66d31bcfaa80b46b1fcf\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>* compounded annual growth rate from the most recently completed fiscal year's revenue to analysts' consensus revenue estimates for two fiscal years forward Source: prepared by the author, using data from Seeking Alpha</span></p>\n<p>However, while AMD's share price benefited massively from the strong GPU demand and its recent comeback to the CPU stage, Nvidia retained an industry-leading profitability.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/925c87e1ab20aef8c57bacc0190ac528\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>This allowed NVDA to spend significantly more than its rival AMD on Research &amp; Development expenses.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/176479e69a17e33e4ff51eecb22a9d79\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Seeking Alpha</span></p>\n<p>Even adjusted for size, Nvidia has also been consistently outspending AMD on R&amp;D investments.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc9947f932bee0cdc8168c3ba93b08cb\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Seeking Alpha</span></p>\n<p>While organic growth opportunities for Nvidia might seem endless at this point in time, the semiconductors industry remains highly cyclical and sooner or later even the GPU demand will cool off.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1eb65f1081a7a5a1b44babd5de7c1a63\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from fred.stlouisfed.org and semi.org</span></p>\n<p>That is why, even in the midst of the GPU shortages, Nvidia management is capitalizing on its extremely high valuation by tapping into the strategic acquisition of ARM.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/811811f1ac57020a31ee1c4834476b46\" tg-width=\"640\" tg-height=\"284\" referrerpolicy=\"no-referrer\"><span>Source: Nvidia to acquire ARM presentation</span></p>\n<blockquote>\n Under the terms of the transaction, which has been approved by the boards of directors of NVIDIA, SBG and Arm, NVIDIA will pay to SoftBank a total of \n <i>$21.5 billion in NVIDIA common stock</i>and $12 billion in cash, which includes $2 billion payable at signing.\n</blockquote>\n<blockquote>\n <i>Source:nvidianews.nvidia.com</i>\n</blockquote>\n<p>The ARM deal, which is still under&nbsp;review&nbsp;by the regulators, was also one of the largest Tech deals for 2020.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb6ec9cdf0fffb8d9ce13f7818ea7500\" tg-width=\"1024\" tg-height=\"887\" referrerpolicy=\"no-referrer\"><span>Source: cbinsights.com</span></p>\n<p>In addition to high M&amp;A activity being a sign of a peak in market valuations, analysts' sentiment on Nvidia is also exceptionally optimistic which suggests that the near-term growth is already priced in.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a011c8086483c73b9bb116684f5402d6\" tg-width=\"640\" tg-height=\"295\" referrerpolicy=\"no-referrer\"><span>Source: Seeking Alpha</span></p>\n<p><b>The value conundrum</b></p>\n<p>As rosy as everything seems for NVDA right now, there should a price that is simply too high even when accounting for Nvidia's strong positioning. So far as growth accelerated so did the company's P/E ratio, which suggests an even more optimistic future scenario. However, neither Nvidia's bottom line nor its earnings multiple can go on an upward trajectory forever.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee7cb10de1973f49703e0262aeca3b12\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>After everything we said so far, we have some solid reasons to believe that the earnings per share (EPS) growth will be sustained for the time being, even in the face of the cyclical nature of the industry. But at such high valuations, the price premium attached to EPS growth is far more important for future returns. In other words, Nvidia's bottom line could fulfil even the rosiest forecasts but the share price could still disappoint, if the premium paid for high growth decreases.</p>\n<p>As we saw earlier, right now both NVDA and AMD are the two highest growth names in the semiconductors peer group and as such are rewarded by a proportionally higher earnings multiple.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/680a02fe38521c886f802828f1a86480\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Seeking Alpha</span></p>\n<p>Due to Nvidia's leading positioning and higher profitability, the company lies above the trend line on the graph above.</p>\n<p>Interestingly enough, if we exclude the high-flying GPU companies, the R-Squared between the rest of the peer group is just 0.12 which means that there isn't a strong relationship between future growth and valuations for everything other than GPUs in the semiconductors space.</p>\n<p>This is due to the fact that NVDA and AMD chips are expected to have a more sustained growth beyond next year as GPUs remain crucial for data centers, autos, digital currencies and a number of other workloads related to artificial intelligence (AI).</p>\n<p>This also means that NVDA and AMD are among the highest duration stocks in the sample and as such the most sensitive to changes in interest rates. Meaning that all else being equal, NVDA and AMD shares will be hit much harder than those of their peers in an event of rising interest rates.</p>\n<p>That is why, NVDA Price-to-Sales ratio trails the performance of iShares 20+ Year Treasury Bond ETF (TLT), which is influenced by long-term bond yields.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a706f8ec1fe650806ddbf2b3730c659\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>In the graph above, the TLT does a very good job at explaining movements in Nvidia's P/S ratio, with the exception of the last quarter of calendar year 2018, when crypto-related demand had a profound impact on the company's topline results.</p>\n<blockquote>\n Three factors contributed to the Q4 gaming revenue decline. First, \n <i>post crypto inventory of GPUs</i>in the channel caused us to reduce shipments in order to allow excess channel inventory to sell through. We expect channel inventory to normalize in Q1 in line with one to two quarter timeline we had outlined on our previous earnings call.\n</blockquote>\n<blockquote>\n Second, \n <i>deteriorating macro economic conditions,</i>impacted consumer demand for our GPUs; and third, sales of certain high end GPUs using our new Turing architecture, including the GeForce RTX 2080 and 2070 were lower than we expected for the launch of a new architecture.\n</blockquote>\n<blockquote>\n Source: Nvidia Q4 of FY 2019 earnings transcript\n</blockquote>\n<p>This also highlights the sensitivity of Nvidia share price to macroeconomic conditions in cryptocurrency-related demand as the share price halved from around $70 in September 2018 (4-to-1&nbsp;split&nbsp;adjusted) to around $35 in January of the following year.</p>\n<p><b>The elephant in the room</b></p>\n<p>The unprecedented amount of liquidity within the equity markets has been a blessing for high growth momentum stocks, which was one of the best performing areas of the market over the last decade. That is why it is worth noticing that lower interest rates have profound implications for returns of momentum stocks (see the graph below).</p>\n<p>In the graph below I measure momentum by taking a long position in the iShares Edge MSCI USA Momentum Factor ETF (MTUM) and a short position in the iShares Edge MSCI USA Value Factor ETF (VLUE).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2664fc3740387f87d6aa32f635ed3dd1\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Yahoo! Finance and fred.stlouisfed.org</span></p>\n<p>After everything we said so far, it should come as no surprise that momentum stocks were one of the best performing areas of the market during 2020, when nominal yields on the 10-year government bonds fell below 1%. During this period, Nvidia share price more than doubled from around $60 (post-split) in January to $130 in December of the same year. And although the company does not make it into the largest holdings of MTUM, its share price was heavily influenced by the performance of the momentum factor.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb70e63d6055785d63a4d52fd5f41b73\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\"><span>Source: ishares.com</span></p>\n<p>Nvidia's relationship with momentum factor (MTUM less VLUE) has become an even stronger over the recent months as its share price reached new all-time highs, with the rolling 1-year R-Squared of daily returns hovering above 0.35.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b30576794833fa9f35403aac0c68767b\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Yahoo! Finance</span></p>\n<p>Since this might look as a coincidence, the relationship between NVDA and the momentum factor, as&nbsp;constructed&nbsp;by Fama &amp; French, also followed a similar pattern to the one used above.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae61fb668ca8d5dcca59f74af5a02af7\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>* up until 30th of June 2021 due to lack of more recent data Source: prepared by the author, using data from Yahoo! Finance &amp; Fama &amp; French</span></p>\n<p>Nvidia's exposure to the momentum factor is also much stronger than those of other high-flying growth names, such as AMD, Tesla (TSLA) and NIO (NIO).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e5dac0e96644db66820dce414e647ec\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"><span>Source: prepared by the author, using data from Yahoo! Finance</span></p>\n<p>Nvidia was one of the growth stocks that benefited the most from the recent drop in interest rates and as such is at the highest risk of a sharp reversal, should bond yields normalize. Adding the risk of lower demand from cryptocurrency mining, and the prospects of Nvidia share price continuing to outperform look slim. That is why, investors should not be surprised, if going forward Nvidia share price disappoints even as management continues to deliver on its strategy.</p>\n<p>Of course, there is always the possibility that the Federal Reserve will be unable to taper and bring bond yields to a more normalized level, which in itself will be enough to propel Nvidia's share price to new all-time highs. Nevertheless, this is a highly uncertain event that is also unrelated to Nvidia's business performance. Moreover, the outcome of this event will likely have a disproportionately higher influence on Nvidia's future share price performance than the company's products will.</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>Nvidia: Fundamentals Matter Less Than Ever</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: Fundamentals Matter Less Than Ever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-16 19:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4455441-nvidia-fundamentals-matter-less-than-ever><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNvidia is an undisputed leader in the semiconductors space, with one of the most profitable business models.\nInvestors' focus is usually put on the company's strong product roadmap, which is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4455441-nvidia-fundamentals-matter-less-than-ever\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4455441-nvidia-fundamentals-matter-less-than-ever","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132437771","content_text":"Summary\n\nNvidia is an undisputed leader in the semiconductors space, with one of the most profitable business models.\nInvestors' focus is usually put on the company's strong product roadmap, which is now less relevant for the share price performance.\nDue to its unique positioning, Nvidia's share price is now more sensitive to market-wide forces than it is to the company's business fundamentals.\n\nwellesenterprises/iStock Editorial via Getty Images\nFrom a relatively small gaming company a couple of years ago, Nvidia (NVDA) has turned into one of the most important technological enterprises globally. From data centers & cloud computing, driverless cars and all kinds of artificial intelligence computing workloads, to gaming, visualization & cryptocurrency mining, Nvidia products are now the lifeblood of the new digital economy.\nNot only is Nvidia's intellectual property uniquely positioned within the new digital age, but the company is also an undisputed leader in the graphics processing unit(GPU)space with a very wide moat. This led to the success story called Nvidia.\nData by YCharts\nGoing forward, however, share price returns are likely to disappoint even in the face of improving business fundamentals. It appears that certain market-wide risks are now in the driver's seat of Nvidia share price and could catch many of Nvidia shareholders off-guard. But before we dig into that, we need to properly account for the leading position business potential of the company.\nAll about GPUs demand\nEven though the Gaming segment still takes a sizeable proportion of Nvidia's business, just over the course of four years Data Center has become equally important in size.\nSource: Nvidia Annual Investor Day 2021\nAs if the already ongoing trend towards more cloud-based workloads was not enough, the current pandemic significantly accelerated the overall demand.\n\nIn addition to data centers, the automotive industry is also starving for Nvidia's chips which made the company deeply embedded in the automotive ecosystem.\n\n NVIDIA is working with several hundred partners in the automotive ecosystem including automakers, truck makers, tier one suppliers, sensor manufacturers, automotive research institutions, HD mapping companies, and startups to develop and deploy AI systems for self-driving vehicles.\n\n\n Source: Nvidia Annual Report 2021\n\nSource: Nvidia Annual Investor Day 2021\nLast but not least, the tug-of-war between gamers and cryptocurrency miners has resulted in both higher volume sales as well as higher pricing of Nvidia's GPUs. The uptick in energy consumption for cryptocurrency mining, coupled with the overall preference for Nvidia GPUs was yet another tailwind for the company's Gaming division.\nSource: bbc.com\nImplications for the Income Statement\nThe perfect storm for GPUs demand and Nvidia's leading position in the segment resulted in the 53% topline growth in fiscal year 2021 and 31% so far for the FY 2022.\nSource: prepared by the author, using data from Seeking Alpha\nGoing forward, NVDA is likely to sustain this high topline growth rate, which is expected to somehow cool-off following fiscal year 2022.\nSource: Seeking Alpha\nThe forward growth rate of NVDA is comparable only to that of its other GPU rival - AMD (AMD), which is expected to grow at a similar rate over the next two fiscal years.\n* compounded annual growth rate from the most recently completed fiscal year's revenue to analysts' consensus revenue estimates for two fiscal years forward Source: prepared by the author, using data from Seeking Alpha\nHowever, while AMD's share price benefited massively from the strong GPU demand and its recent comeback to the CPU stage, Nvidia retained an industry-leading profitability.\nData by YCharts\nThis allowed NVDA to spend significantly more than its rival AMD on Research & Development expenses.\nSource: prepared by the author, using data from Seeking Alpha\nEven adjusted for size, Nvidia has also been consistently outspending AMD on R&D investments.\nSource: prepared by the author, using data from Seeking Alpha\nWhile organic growth opportunities for Nvidia might seem endless at this point in time, the semiconductors industry remains highly cyclical and sooner or later even the GPU demand will cool off.\nSource: prepared by the author, using data from fred.stlouisfed.org and semi.org\nThat is why, even in the midst of the GPU shortages, Nvidia management is capitalizing on its extremely high valuation by tapping into the strategic acquisition of ARM.\nSource: Nvidia to acquire ARM presentation\n\n Under the terms of the transaction, which has been approved by the boards of directors of NVIDIA, SBG and Arm, NVIDIA will pay to SoftBank a total of \n $21.5 billion in NVIDIA common stockand $12 billion in cash, which includes $2 billion payable at signing.\n\n\nSource:nvidianews.nvidia.com\n\nThe ARM deal, which is still under review by the regulators, was also one of the largest Tech deals for 2020.\nSource: cbinsights.com\nIn addition to high M&A activity being a sign of a peak in market valuations, analysts' sentiment on Nvidia is also exceptionally optimistic which suggests that the near-term growth is already priced in.\nSource: Seeking Alpha\nThe value conundrum\nAs rosy as everything seems for NVDA right now, there should a price that is simply too high even when accounting for Nvidia's strong positioning. So far as growth accelerated so did the company's P/E ratio, which suggests an even more optimistic future scenario. However, neither Nvidia's bottom line nor its earnings multiple can go on an upward trajectory forever.\nData by YCharts\nAfter everything we said so far, we have some solid reasons to believe that the earnings per share (EPS) growth will be sustained for the time being, even in the face of the cyclical nature of the industry. But at such high valuations, the price premium attached to EPS growth is far more important for future returns. In other words, Nvidia's bottom line could fulfil even the rosiest forecasts but the share price could still disappoint, if the premium paid for high growth decreases.\nAs we saw earlier, right now both NVDA and AMD are the two highest growth names in the semiconductors peer group and as such are rewarded by a proportionally higher earnings multiple.\nSource: prepared by the author, using data from Seeking Alpha\nDue to Nvidia's leading positioning and higher profitability, the company lies above the trend line on the graph above.\nInterestingly enough, if we exclude the high-flying GPU companies, the R-Squared between the rest of the peer group is just 0.12 which means that there isn't a strong relationship between future growth and valuations for everything other than GPUs in the semiconductors space.\nThis is due to the fact that NVDA and AMD chips are expected to have a more sustained growth beyond next year as GPUs remain crucial for data centers, autos, digital currencies and a number of other workloads related to artificial intelligence (AI).\nThis also means that NVDA and AMD are among the highest duration stocks in the sample and as such the most sensitive to changes in interest rates. Meaning that all else being equal, NVDA and AMD shares will be hit much harder than those of their peers in an event of rising interest rates.\nThat is why, NVDA Price-to-Sales ratio trails the performance of iShares 20+ Year Treasury Bond ETF (TLT), which is influenced by long-term bond yields.\nData by YCharts\nIn the graph above, the TLT does a very good job at explaining movements in Nvidia's P/S ratio, with the exception of the last quarter of calendar year 2018, when crypto-related demand had a profound impact on the company's topline results.\n\n Three factors contributed to the Q4 gaming revenue decline. First, \n post crypto inventory of GPUsin the channel caused us to reduce shipments in order to allow excess channel inventory to sell through. We expect channel inventory to normalize in Q1 in line with one to two quarter timeline we had outlined on our previous earnings call.\n\n\n Second, \n deteriorating macro economic conditions,impacted consumer demand for our GPUs; and third, sales of certain high end GPUs using our new Turing architecture, including the GeForce RTX 2080 and 2070 were lower than we expected for the launch of a new architecture.\n\n\n Source: Nvidia Q4 of FY 2019 earnings transcript\n\nThis also highlights the sensitivity of Nvidia share price to macroeconomic conditions in cryptocurrency-related demand as the share price halved from around $70 in September 2018 (4-to-1 split adjusted) to around $35 in January of the following year.\nThe elephant in the room\nThe unprecedented amount of liquidity within the equity markets has been a blessing for high growth momentum stocks, which was one of the best performing areas of the market over the last decade. That is why it is worth noticing that lower interest rates have profound implications for returns of momentum stocks (see the graph below).\nIn the graph below I measure momentum by taking a long position in the iShares Edge MSCI USA Momentum Factor ETF (MTUM) and a short position in the iShares Edge MSCI USA Value Factor ETF (VLUE).\nSource: prepared by the author, using data from Yahoo! Finance and fred.stlouisfed.org\nAfter everything we said so far, it should come as no surprise that momentum stocks were one of the best performing areas of the market during 2020, when nominal yields on the 10-year government bonds fell below 1%. During this period, Nvidia share price more than doubled from around $60 (post-split) in January to $130 in December of the same year. And although the company does not make it into the largest holdings of MTUM, its share price was heavily influenced by the performance of the momentum factor.\nSource: ishares.com\nNvidia's relationship with momentum factor (MTUM less VLUE) has become an even stronger over the recent months as its share price reached new all-time highs, with the rolling 1-year R-Squared of daily returns hovering above 0.35.\nSource: prepared by the author, using data from Yahoo! Finance\nSince this might look as a coincidence, the relationship between NVDA and the momentum factor, as constructed by Fama & French, also followed a similar pattern to the one used above.\n* up until 30th of June 2021 due to lack of more recent data Source: prepared by the author, using data from Yahoo! Finance & Fama & French\nNvidia's exposure to the momentum factor is also much stronger than those of other high-flying growth names, such as AMD, Tesla (TSLA) and NIO (NIO).\nSource: prepared by the author, using data from Yahoo! Finance\nNvidia was one of the growth stocks that benefited the most from the recent drop in interest rates and as such is at the highest risk of a sharp reversal, should bond yields normalize. Adding the risk of lower demand from cryptocurrency mining, and the prospects of Nvidia share price continuing to outperform look slim. That is why, investors should not be surprised, if going forward Nvidia share price disappoints even as management continues to deliver on its strategy.\nOf course, there is always the possibility that the Federal Reserve will be unable to taper and bring bond yields to a more normalized level, which in itself will be enough to propel Nvidia's share price to new all-time highs. Nevertheless, this is a highly uncertain event that is also unrelated to Nvidia's business performance. Moreover, the outcome of this event will likely have a disproportionately higher influence on Nvidia's future share price performance than the company's products will.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197521416,"gmtCreate":1621474596435,"gmtModify":1704358163823,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/197521416","repostId":"1129952039","repostType":4,"repost":{"id":"1129952039","kind":"news","pubTimestamp":1621466041,"share":"https://ttm.financial/m/news/1129952039?lang=en_US&edition=fundamental","pubTime":"2021-05-20 07:14","market":"us","language":"en","title":"U.S. stocks drop after Fed minutes, crypto fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1129952039","media":"Reuters","summary":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal","content":"<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.</p><p>The S&amp;P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.</p><p>“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.</p><p>Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.</p><p>All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.</p><p>The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&amp;P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.</p><p>Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.</p><p>Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.</p><p>The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.</p><p>Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.</p><p><b><i>Financial</i></b><b>&nbsp;</b><b><i>Report</i></b></p><p><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">4.5 Billion Parcels Expanded Market Share to 20.4%</a></p><p><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS beats by $0.04, beats on revenue</a></p><p><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">Victoria's Secret parent L Brands swings to quarterly profit as sales rise</a></p><p><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">Cisco stock drops as higher costs amid chip shortage ding earnings outlook</a></p><p><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">Chip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets</a></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>U.S. stocks drop after Fed minutes, crypto fall</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; 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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\">\nU.S. stocks drop after Fed minutes, crypto fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129952039","content_text":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.Financial Report4.5 Billion Parcels Expanded Market Share to 20.4%KE Holdings EPS beats by $0.04, beats on revenueVictoria's Secret parent L Brands swings to quarterly profit as sales riseCisco stock drops as higher costs amid chip shortage ding earnings outlookChip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581853725647272","authorId":"3581853725647272","name":"JerlinTan","avatar":"https://static.tigerbbs.com/06e97d9d1f6e585d5dc673ff8fcc8386","crmLevel":11,"crmLevelSwitch":0,"idStr":"3581853725647272","authorIdStr":"3581853725647272"},"content":"Commented. Pls response back.","text":"Commented. Pls response back.","html":"Commented. Pls response back."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":513399131468504,"gmtCreate":1766369229738,"gmtModify":1766369232210,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/df16833ffa8433c0b0a7436ae3a34957","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/513399131468504","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9093524393,"gmtCreate":1643676144972,"gmtModify":1676533842205,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093524393","repostId":"2208335465","repostType":4,"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099821882,"gmtCreate":1643332251773,"gmtModify":1676533806384,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099821882","repostId":"1122320524","repostType":4,"repost":{"id":"1122320524","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1643321766,"share":"https://ttm.financial/m/news/1122320524?lang=en_US&edition=fundamental","pubTime":"2022-01-28 06:16","market":"us","language":"en","title":"Apple Sales and Profit Top Estimates as Hit from Chip Shortages Eases","url":"https://stock-news.laohu8.com/highlight/detail?id=1122320524","media":"Reuters","summary":"Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iP","content":"<html><head></head><body><p>Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.</p><p>Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.</p><p><img src=\"https://static.tigerbbs.com/b9aae61d17bfaf1ba4c776a3135dc67c\" tg-width=\"842\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.</p><p>&#34;They&#39;ve navigated the supply chain better than everybody, and it&#39;s showing in the results,&#34; said Ryan Reith, who studies the smartphone market for industry tracker IDC.</p><p>Demand during the holiday quarter outstripped supply in line with Apple&#39;s expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.</p><p>&#34;The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It&#39;s difficult for us to predict, so we try to focus on the short term,&#34; he said.</p><p>With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.</p><p>Apple&#39;s smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.</p><p>The company&#39;s overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts&#39; average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts&#39; expectations of $31 billion and $1.89 per share.</p><p>The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company&#39;s segments, including computers, accessories and tablets.</p><p>Apple&#39;s services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts&#39; estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.</p><p>Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.</p><p>Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.</p><p>For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company&#39;s five-year average of 20 times expected earnings, according to Refinitiv.</p><p>Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.</p><p>Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple&#39;s in-app payment system.</p><p>Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.</p><p>Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.</p><p>Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.</p><p>But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.</p><p>&#34;Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,&#34; said Neil Shah of Counterpoint Research.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Sales and Profit Top Estimates as Hit from Chip Shortages Eases</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Sales and Profit Top Estimates as Hit from Chip Shortages Eases\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-28 06:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.</p><p>Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.</p><p><img src=\"https://static.tigerbbs.com/b9aae61d17bfaf1ba4c776a3135dc67c\" tg-width=\"842\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.</p><p>&#34;They&#39;ve navigated the supply chain better than everybody, and it&#39;s showing in the results,&#34; said Ryan Reith, who studies the smartphone market for industry tracker IDC.</p><p>Demand during the holiday quarter outstripped supply in line with Apple&#39;s expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.</p><p>&#34;The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It&#39;s difficult for us to predict, so we try to focus on the short term,&#34; he said.</p><p>With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.</p><p>Apple&#39;s smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.</p><p>The company&#39;s overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts&#39; average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts&#39; expectations of $31 billion and $1.89 per share.</p><p>The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company&#39;s segments, including computers, accessories and tablets.</p><p>Apple&#39;s services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts&#39; estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.</p><p>Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.</p><p>Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.</p><p>For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company&#39;s five-year average of 20 times expected earnings, according to Refinitiv.</p><p>Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.</p><p>Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple&#39;s in-app payment system.</p><p>Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.</p><p>Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.</p><p>Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.</p><p>But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.</p><p>&#34;Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,&#34; said Neil Shah of Counterpoint Research.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122320524","content_text":"Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.\"They've navigated the supply chain better than everybody, and it's showing in the results,\" said Ryan Reith, who studies the smartphone market for industry tracker IDC.Demand during the holiday quarter outstripped supply in line with Apple's expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.\"The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It's difficult for us to predict, so we try to focus on the short term,\" he said.With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.Apple's smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.The company's overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts' average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts' expectations of $31 billion and $1.89 per share.The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company's segments, including computers, accessories and tablets.Apple's services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts' estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company's five-year average of 20 times expected earnings, according to Refinitiv.Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple's in-app payment system.Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.\"Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,\" said Neil Shah of Counterpoint Research.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005597880,"gmtCreate":1642341288406,"gmtModify":1676533702350,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005597880","repostId":"2203327742","repostType":4,"repost":{"id":"2203327742","kind":"highlight","pubTimestamp":1642295090,"share":"https://ttm.financial/m/news/2203327742?lang=en_US&edition=fundamental","pubTime":"2022-01-16 09:04","market":"us","language":"en","title":"The Fed Is Raising Interest Rates: These Growth Stocks Can Still Double in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2203327742","media":"Motley Fool","summary":"Worried about fighting the Fed? Don't miss out on these potentially explosive stocks.","content":"<div>\n<p>Federal Reserve Chairman Jerome Powell recently confirmed that the central bank will be raising interest rates this year, and previous comments suggest that multiple rate hikes could be in the works. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/15/the-fed-is-raising-interest-rates-these-growth-sto/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Is Raising Interest Rates: These Growth Stocks Can Still Double in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Is Raising Interest Rates: These Growth Stocks Can Still Double in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-16 09:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/15/the-fed-is-raising-interest-rates-these-growth-sto/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Federal Reserve Chairman Jerome Powell recently confirmed that the central bank will be raising interest rates this year, and previous comments suggest that multiple rate hikes could be in the works. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/15/the-fed-is-raising-interest-rates-these-growth-sto/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4106":"数据处理与外包服务","BK4535":"淡马锡持仓","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","PINS":"Pinterest, Inc.","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","PYPL":"PayPal",".SPX":"S&P 500 Index","BK4508":"社交媒体","BK4524":"宅经济概念","SPY":"标普500ETF","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4077":"互动媒体与服务","MELI":"MercadoLibre","FVRR":"Fiverr International Ltd.","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2022/01/15/the-fed-is-raising-interest-rates-these-growth-sto/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203327742","content_text":"Federal Reserve Chairman Jerome Powell recently confirmed that the central bank will be raising interest rates this year, and previous comments suggest that multiple rate hikes could be in the works. Rising interest rates have typically meant a much weaker backdrop for growth stocks, but there are also companies in the category that already trade at steep discounts and could be poised for big gains despite less favorable macroeconomic conditions.With that in mind, a panel of Motley Fool contributors has profiled stocks that could still be capable of doubling before the year is out. Read on to see why they identified Fiverr International (NYSE:FVRR), Pinterest (NYSE:PINS), PayPal (NASDAQ:PYPL), and MercadoLibre (NASDAQ:MELI) as stocks that could thrive through macroeconomic pressures and double in 2022.This beaten-down stock has huge upsideKeith Noonan (Fiverr International): Fiverr International provides an online marketplace for contract-based labor, and it's poised to play a big role in the rise of the gig economy. In addition to offering new work opportunities for individuals, hiring through Fiverr's platform can offer some big advantages for businesses. Compared to a full-time employee, hiring a remote worker on a contract basis cuts down on office expenses, payroll taxes, and employee benefits. It's this dynamic in particular that sets Fiverr up to be a stellar long-term performer.With the Fed set to raise interest rates this year, the market is bailing out of companies that aren't close to posting profits or are highly reliant on debt to fund operations. The good news is that Fiverr doesn't fall into either of these categories.The business actually posted a small adjusted profit in the third quarter, and its 42% year-over-year sales growth and 83.3% gross margin in the quarter point to huge earnings growth potential. The company also ended Q3 with roughly $145.6 million in cash and short-term assets against just $426,000 in long-term loans and other non-current liabilities.Right now, Fiverr International is spending big on marketing and building out its technology platform, but it should be able to reduce its expenses as a percentage of sales amid strong momentum for the business. That should help facilitate a shift into delivering strong earnings growth. With the stock down roughly 55% over the last year and a staggering 75% from its 52-week high, Fiverr could conceivably double even if the Fed throws some curve balls.Step into the market's mistaken sell-offsJames Brumley (Pinterest): To be clear, the average investor probably shouldn't specifically be aiming to double their money in any year, particularly if we're talking about using the bulk of a portfolio's value to take that swing. On the other hand, if it happens with a bit of your \"funny money,\" so to speak, then it happens.With that as the backdrop, I don't think the most viable way of turning $1,000 into $2,000 in 2022 is using leveraged instruments like equity options or leveraged exchange-traded funds like the ProShares UltraPro S&P 500 Fund. Rather, the saner and far more accessible means of bagging a home run this year is stepping into one of the stocks that the market needlessly beat down last year.A prospect like Pinterest comes to mind. This stock was all the rage in 2020 when people were in lockdown due to the pandemic and bored out of their minds. Shares peeled back more than 60% from their early 2021 high, however, once investors realized they expected a little more monetization from this traffic surge than Pinterest was ready to produce at the time. The irony is, Pinterest has implemented several new initiatives in the meantime that should put the company on this path toward ramped-up revenue. Analysts are looking for revenue growth of 25% this year alone.Pinterest isn't your only option of the ilk, of course. It's just an example. There are a bunch of solid companies behind miserably performing stocks for the past several months. You just have to go out and do a little digging.Stick to your convictions whether the market agrees with you or notDaniel Foelber (PayPal and MercadoLibre): When thinking about what stock can double in 2022, it's important to understand just how difficult that is to accomplish. For example, the average annual return of the S&P 500 is only 8%. Doubling your money \"normally\" takes nine years. However, the S&P 500 has been way hotter since the financial crisis. In fact, the average return between 2009 and 2021 was 14.2% per year -- a 428% gain in total in that 13-year stretch.The S&P 500 also doubled between Jan. 1, 2019 and Dec. 31, 2021, a feat it has only ever done in the late 1990s and may never do again.I think it's never a good idea to pick a stock in the hopes that it doubles over the short to medium term. The stock market can be unpredictable in a year's time. For example, the three worst-performing sectors in the S&P 500 in 2020 were energy, real estate, and financials. The exact opposite happened in 2021, when the average stock in the energy sector gained over 50%, real estate was the second-best performer at 46%, and financials were the third-best at 35%.Similarly, pandemic-related growth stocks like Zoom, Teladoc, and Fiverr all more than doubled in 2020, gaining 730%, 396%, and 139%, respectively. But in 2021, each of those three stocks lost between 42% and 54% of its value.The lesson here is that chasing what's working one year and dumping what isn't is usually a great way to lose money. Sticking to companies that you understand and that have excellent long-term growth prospects reduces randomness. In terms of a best buy now, for me it's a high-quality industry-leading growth stock like PayPal or MercadoLibre. Both stocks are down 40% from their 52-week highs, but each business has incredible long-term potential. It's anyone's guess if either stock doubles this year. But I'm confident that both will double from their current prices at some point in the future.","news_type":1,"symbols_score_info":{"SPY":0.6,"FVRR":1,"PINS":1,"PYPL":1,".SPX":0.9,"MELI":0.6}},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000844319,"gmtCreate":1640131771880,"gmtModify":1676533502236,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000844319","repostId":"2193409169","repostType":4,"repost":{"id":"2193409169","kind":"news","pubTimestamp":1640130748,"share":"https://ttm.financial/m/news/2193409169?lang=en_US&edition=fundamental","pubTime":"2021-12-22 07:52","market":"us","language":"en","title":"Musk Tweet Fund Adminstrator Isn’t Filing Statements, Judge Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2193409169","media":"Bloomberg","summary":"A judge is questioning the status of a $40 million fund that was established from fines paid by Elon","content":"<div>\n<p>A judge is questioning the status of a $40 million fund that was established from fines paid by Elon Musk and Tesla Inc. over controversial tweets.\n\nThe firm appointed in May to administer ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-21/musk-tweet-fund-adminstrator-isn-t-filing-statements-judge-says?srnd=technology-vp\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk Tweet Fund Adminstrator Isn’t Filing Statements, Judge Says</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\">\nMusk Tweet Fund Adminstrator Isn’t Filing Statements, Judge Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 07:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-21/musk-tweet-fund-adminstrator-isn-t-filing-statements-judge-says?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A judge is questioning the status of a $40 million fund that was established from fines paid by Elon Musk and Tesla Inc. over controversial tweets.\n\nThe firm appointed in May to administer ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-21/musk-tweet-fund-adminstrator-isn-t-filing-statements-judge-says?srnd=technology-vp\">Source 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://www.bloomberg.com/news/articles/2021-12-21/musk-tweet-fund-adminstrator-isn-t-filing-statements-judge-says?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193409169","content_text":"A judge is questioning the status of a $40 million fund that was established from fines paid by Elon Musk and Tesla Inc. over controversial tweets.\n\nThe firm appointed in May to administer distributions from the fund, set up by the U.S. Securities and Exchange Commission for harmed investors, hasn’t filed required accounting statements, U.S. District Judge Alison Nathan said in an order Tuesday. She directed Rust Consulting to submit a status report by Jan. 7.\nThe SEC reached a settlement with Musk and Tesla in September 2018 after suing the billionaire over his tweeted claims weeks earlier that he had the funding and investor support to buy out stockholders at $420 a share. The SEC alleged the tweets were false, and while Musk and Tesla didn’t admit to wrongdoing as part of the accord, the agency set up a so-called Fair Fund to repay investors harmed by Musk’s statements.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832027294,"gmtCreate":1629546562918,"gmtModify":1676530068817,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832027294","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=en_US&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","AMZN":"亚马逊","NVDA":"英伟达","ON":"安森美半导体","AAPL":"苹果","GOOGL":"谷歌A","SOXX":"iShares费城交易所半导体ETF","ASML":"阿斯麦","SNPS":"新思科技","SSNLF":"三星电子","CDNS":"铿腾电子","GOOG":"谷歌","QCOM":"高通"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"TSM":0.9,"CDNS":0.9,"GOOG":0.9,"SNPS":0.9,"AMZN":0.9,"GOOGL":0.9,"SOXX":0.9,"SSNLF":0.9,"ON":0.9,"ASML":0.9,"QCOM":0.9,"AAPL":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153265863,"gmtCreate":1625028354952,"gmtModify":1703850488143,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/153265863","repostId":"2147585034","repostType":4,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123944190,"gmtCreate":1624407560910,"gmtModify":1703835642238,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Comment &amp; like&nbsp;pls","listText":"Comment &amp; like&nbsp;pls","text":"Comment & like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/123944190","repostId":"2145664330","repostType":4,"repost":{"id":"2145664330","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624403123,"share":"https://ttm.financial/m/news/2145664330?lang=en_US&edition=fundamental","pubTime":"2021-06-23 07:05","market":"us","language":"en","title":"Tech leads way to Wall Street rebound as Powell promises steady hand","url":"https://stock-news.laohu8.com/highlight/detail?id=2145664330","media":"Reuters","summary":"WASHINGTON, June 22 (Reuters) - Wall Street rebounded Tuesday as Federal Reserve Chairman Jerome Pow","content":"<p>WASHINGTON, June 22 (Reuters) - Wall Street rebounded Tuesday as Federal Reserve Chairman Jerome Powell vowed not to raise rates too quickly as the dollar and oil gave up earlier gains.</p>\n<p>Led by the tech-heavy Nasdaq Composite , Wall Street closed Tuesday higher, bouncing back from a sell-off set off last week by a Fed policy update that suggested officials believed rates would rise more quickly to counter rising inflation.</p>\n<p>The Nasdaq closed at another record high, as top-shelf tech companies resumed their growth trajectories.</p>\n<p>The Dow Jones Industrial Average rose 68.61 points, or 0.2% and the S&amp;P 500 gained 21.65 points, or 0.51%. to 4,246.44 and the Nasdaq Composite added 111.79 points, or 0.79 percent, to 14,253.27.</p>\n<p>The MSCI world equity index , which tracks shares in 45 nations, rose 4.4 points or 0.62%.</p>\n<p>\"I really think there's a realization that this is a ripe environment: rates are still low and for stock investors, this hits a 'just right' tone,\" said Patrick Leary, chief market strategist at Incapital. \"The market is concerned about rising inflation numbers and was getting more unnerved as the Fed dismissed them until last week’s meeting.\"</p>\n<p>Testifying before Congress, Powell vowed that the Fed will not raise rates out of fear of potential rising inflation, and instead will prioritize a \"broad and inclusive\" recovery of the job market. He said recent price increases do not suggest higher rates are needed, and instead can be attributed to categories directly impacted by economic reopening.</p>\n<p>\"After the FOMC took the wind out of the reflation trade at the end of last week, that’s started to reverse over the last two days. It seems last week’s price action went too far,\" said Stephanie Roth, senior markets economist for J.P. Morgan Private Bank.</p>\n<p>Powell's remarks pushed yields on benchmark 10-year Treasuries lower, dipping to yield 1.4649% after clearing 1.5% earlier in the day.</p>\n<p>The dollar also dipped as Powell spoke, with the dollar index falling 0.20% to 91.733 . It is holding below a two-month high of 92.408 reached on Friday.</p>\n<p>Oil slid slightly after Brent rose above $75 a barrel for the first time in over two years, as OPEC+ discussed raising oil production.</p>\n<p>Brent crude futures settled down 9 cents to $74.81 a barrel after hitting a session high of $75.30 a barrel, the strongest since April 25, 2019.</p>\n<p>U.S. West Texas Intermediate <a href=\"https://laohu8.com/S/WTI\">$(WTI)$</a> crude fell 60 cents, or 0.8%, to $73.06 a barrel.</p>\n<p>Bitcoin began making a comeback of sorts, climbing back above $30,000 after hitting lows not seen since January. The cryptocurrency last traded at $32,831, but has nearly halved in value over the last three months. Bitcoin and other cryptocurrencies came in for heavy selling on Monday, hurt by a tightening crackdown on trading and mining in China.</p>\n<p>Spot gold prices fell $4.8691 or 0.27%, to $1,778.08 an ounce.</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>Tech leads way to Wall Street rebound as Powell promises steady hand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech leads way to Wall Street rebound as Powell promises steady hand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-23 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, June 22 (Reuters) - Wall Street rebounded Tuesday as Federal Reserve Chairman Jerome Powell vowed not to raise rates too quickly as the dollar and oil gave up earlier gains.</p>\n<p>Led by the tech-heavy Nasdaq Composite , Wall Street closed Tuesday higher, bouncing back from a sell-off set off last week by a Fed policy update that suggested officials believed rates would rise more quickly to counter rising inflation.</p>\n<p>The Nasdaq closed at another record high, as top-shelf tech companies resumed their growth trajectories.</p>\n<p>The Dow Jones Industrial Average rose 68.61 points, or 0.2% and the S&amp;P 500 gained 21.65 points, or 0.51%. to 4,246.44 and the Nasdaq Composite added 111.79 points, or 0.79 percent, to 14,253.27.</p>\n<p>The MSCI world equity index , which tracks shares in 45 nations, rose 4.4 points or 0.62%.</p>\n<p>\"I really think there's a realization that this is a ripe environment: rates are still low and for stock investors, this hits a 'just right' tone,\" said Patrick Leary, chief market strategist at Incapital. \"The market is concerned about rising inflation numbers and was getting more unnerved as the Fed dismissed them until last week’s meeting.\"</p>\n<p>Testifying before Congress, Powell vowed that the Fed will not raise rates out of fear of potential rising inflation, and instead will prioritize a \"broad and inclusive\" recovery of the job market. He said recent price increases do not suggest higher rates are needed, and instead can be attributed to categories directly impacted by economic reopening.</p>\n<p>\"After the FOMC took the wind out of the reflation trade at the end of last week, that’s started to reverse over the last two days. It seems last week’s price action went too far,\" said Stephanie Roth, senior markets economist for J.P. Morgan Private Bank.</p>\n<p>Powell's remarks pushed yields on benchmark 10-year Treasuries lower, dipping to yield 1.4649% after clearing 1.5% earlier in the day.</p>\n<p>The dollar also dipped as Powell spoke, with the dollar index falling 0.20% to 91.733 . It is holding below a two-month high of 92.408 reached on Friday.</p>\n<p>Oil slid slightly after Brent rose above $75 a barrel for the first time in over two years, as OPEC+ discussed raising oil production.</p>\n<p>Brent crude futures settled down 9 cents to $74.81 a barrel after hitting a session high of $75.30 a barrel, the strongest since April 25, 2019.</p>\n<p>U.S. West Texas Intermediate <a href=\"https://laohu8.com/S/WTI\">$(WTI)$</a> crude fell 60 cents, or 0.8%, to $73.06 a barrel.</p>\n<p>Bitcoin began making a comeback of sorts, climbing back above $30,000 after hitting lows not seen since January. The cryptocurrency last traded at $32,831, but has nearly halved in value over the last three months. Bitcoin and other cryptocurrencies came in for heavy selling on Monday, hurt by a tightening crackdown on trading and mining in China.</p>\n<p>Spot gold prices fell $4.8691 or 0.27%, to $1,778.08 an ounce.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","POWL":"Powell Industries"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145664330","content_text":"WASHINGTON, June 22 (Reuters) - Wall Street rebounded Tuesday as Federal Reserve Chairman Jerome Powell vowed not to raise rates too quickly as the dollar and oil gave up earlier gains.\nLed by the tech-heavy Nasdaq Composite , Wall Street closed Tuesday higher, bouncing back from a sell-off set off last week by a Fed policy update that suggested officials believed rates would rise more quickly to counter rising inflation.\nThe Nasdaq closed at another record high, as top-shelf tech companies resumed their growth trajectories.\nThe Dow Jones Industrial Average rose 68.61 points, or 0.2% and the S&P 500 gained 21.65 points, or 0.51%. to 4,246.44 and the Nasdaq Composite added 111.79 points, or 0.79 percent, to 14,253.27.\nThe MSCI world equity index , which tracks shares in 45 nations, rose 4.4 points or 0.62%.\n\"I really think there's a realization that this is a ripe environment: rates are still low and for stock investors, this hits a 'just right' tone,\" said Patrick Leary, chief market strategist at Incapital. \"The market is concerned about rising inflation numbers and was getting more unnerved as the Fed dismissed them until last week’s meeting.\"\nTestifying before Congress, Powell vowed that the Fed will not raise rates out of fear of potential rising inflation, and instead will prioritize a \"broad and inclusive\" recovery of the job market. He said recent price increases do not suggest higher rates are needed, and instead can be attributed to categories directly impacted by economic reopening.\n\"After the FOMC took the wind out of the reflation trade at the end of last week, that’s started to reverse over the last two days. It seems last week’s price action went too far,\" said Stephanie Roth, senior markets economist for J.P. Morgan Private Bank.\nPowell's remarks pushed yields on benchmark 10-year Treasuries lower, dipping to yield 1.4649% after clearing 1.5% earlier in the day.\nThe dollar also dipped as Powell spoke, with the dollar index falling 0.20% to 91.733 . It is holding below a two-month high of 92.408 reached on Friday.\nOil slid slightly after Brent rose above $75 a barrel for the first time in over two years, as OPEC+ discussed raising oil production.\nBrent crude futures settled down 9 cents to $74.81 a barrel after hitting a session high of $75.30 a barrel, the strongest since April 25, 2019.\nU.S. West Texas Intermediate $(WTI)$ crude fell 60 cents, or 0.8%, to $73.06 a barrel.\nBitcoin began making a comeback of sorts, climbing back above $30,000 after hitting lows not seen since January. The cryptocurrency last traded at $32,831, but has nearly halved in value over the last three months. Bitcoin and other cryptocurrencies came in for heavy selling on Monday, hurt by a tightening crackdown on trading and mining in China.\nSpot gold prices fell $4.8691 or 0.27%, to $1,778.08 an ounce.","news_type":1,"symbols_score_info":{"CLmain":0.9,".DJI":0.9,".SPX":0.9,"GCmain":0.9,"MGCmain":0.9,".IXIC":0.9,"EURmain":0.9,"JPYmain":0.9,"POWL":0.9,"QMmain":0.9,"GBPmain":0.9}},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189424524,"gmtCreate":1623286167168,"gmtModify":1704200023362,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Comment pls","listText":"Comment pls","text":"Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/189424524","repostId":"2142433322","repostType":4,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582248787663478","authorId":"3582248787663478","name":"kcdc86","avatar":"https://community-static.tradeup.com/news/cc68f682561b677ba318c1b85eb97dee","crmLevel":11,"crmLevelSwitch":1,"idStr":"3582248787663478","authorIdStr":"3582248787663478"},"content":"Comment n like.. Thanks..","text":"Comment n like.. Thanks..","html":"Comment n like.. Thanks.."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983848125,"gmtCreate":1666222732468,"gmtModify":1676537723738,"author":{"id":"3568071651427696","authorId":"3568071651427696","name":"Billionaire Pinky Pig Monkey","avatar":"https://static.tigerbbs.com/3402225c0172781df7553e20722ebad7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568071651427696","authorIdStr":"3568071651427696"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9983848125","repostId":"2276745435","repostType":4,"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}