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T3CK
2022-12-20
$8VI Holdings Ltd(8VI.AU)$
Waiting
T3CK
2022-12-20
$Fisher & Paykel Healthcare Corp(FPH.AU)$
Looking good
T3CK
2022-12-20
$Pro Medicus Ltd(PME.AU)$
Looking good
T3CK
2022-10-27
$8VI Holdings Ltd(8VI.AU)$
T3CK
2022-10-27
$Pro Medicus Ltd(PME.AU)$
Looking good
T3CK
2022-10-27
$8VI Holdings Ltd(8VI.AU)$
Sigh
T3CK
2021-09-21
$Palantir Technologies Inc.(PLTR)$
Crystal Ball!!!
T3CK
2021-09-06
ETF!!!
T3CK
2021-08-27
$8VIC(8VI.AU)$
Getting there
T3CK
2021-08-27
Human food
T3CK
2021-08-26
JD JD health
T3CK
2021-08-23
Health!
T3CK
2021-08-21
Orient Telecom
T3CK
2021-08-12
Tesla!
Tesla's Musk says must keep to schedule on European gigafactory - minister
T3CK
2021-08-03
$8VIC(8VI.AU)$
Rock ?
T3CK
2021-07-30
Promedicus
T3CK
2021-07-30
$8VIC(8VI.AU)$
Please comment & like
T3CK
2021-07-30
Facebook!
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T3CK
2021-07-29
Amazing! AMD yes!
AMD Is The New Bellwether
T3CK
2021-07-29
Amazing!
Amazon Reports Earnings Thursday. Expect a Blowout.
Go to Tiger App to see more news
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","text":"Tesla!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895797187","repostId":"2158530942","repostType":4,"repost":{"id":"2158530942","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":1628758362,"share":"https://ttm.financial/m/news/2158530942?lang=&edition=fundamental","pubTime":"2021-08-12 16:52","market":"us","language":"en","title":"Tesla's Musk says must keep to schedule on European gigafactory - minister","url":"https://stock-news.laohu8.com/highlight/detail?id=2158530942","media":"Reuters","summary":"BERLIN, Aug 12 (Reuters) - Tesla CEO Elon Musk has made clear how important it is for the company to","content":"<p>BERLIN, Aug 12 (Reuters) - Tesla CEO Elon Musk has made clear how important it is for the company to keep to its schedule for the construction of its European gigafactory in the German state of Brandenburg, its Economy Minister Joerg Steinbach said.</p>\n<p>Tesla also said it would intensify communication in the site near the town of Gueneheide and involve local citizens more, Steinbach told Reuters after a meeting with Musk in Germany.</p>\n<p>Tesla has pushed back the expected opening of its 5.8 billion euros ($6.8 billion) gigafactory near Berlin to late 2021, blaming German bureaucratic hurdles.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Musk says must keep to schedule on European gigafactory - minister</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Musk says must keep to schedule on European gigafactory - minister\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\">2021-08-12 16:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BERLIN, Aug 12 (Reuters) - Tesla CEO Elon Musk has made clear how important it is for the company to keep to its schedule for the construction of its European gigafactory in the German state of Brandenburg, its Economy Minister Joerg Steinbach said.</p>\n<p>Tesla also said it would intensify communication in the site near the town of Gueneheide and involve local citizens more, Steinbach told Reuters after a meeting with Musk in Germany.</p>\n<p>Tesla has pushed back the expected opening of its 5.8 billion euros ($6.8 billion) gigafactory near Berlin to late 2021, blaming German bureaucratic hurdles.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158530942","content_text":"BERLIN, Aug 12 (Reuters) - Tesla CEO Elon Musk has made clear how important it is for the company to keep to its schedule for the construction of its European gigafactory in the German state of Brandenburg, its Economy Minister Joerg Steinbach said.\nTesla also said it would intensify communication in the site near the town of Gueneheide and involve local citizens more, Steinbach told Reuters after a meeting with Musk in Germany.\nTesla has pushed back the expected opening of its 5.8 billion euros ($6.8 billion) gigafactory near Berlin to late 2021, blaming German bureaucratic hurdles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804317846,"gmtCreate":1627922445385,"gmtModify":1703498021484,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>Rock ? ","listText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>Rock ? ","text":"$8VIC(8VI.AU)$Rock ?","images":[{"img":"https://static.tigerbbs.com/df3716a209b5e4772798ca430787e231","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804317846","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806861584,"gmtCreate":1627649730948,"gmtModify":1703494060366,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"Promedicus ","listText":"Promedicus ","text":"Promedicus","images":[{"img":"https://static.tigerbbs.com/287d1f5b3787571f743465eee7a566b2","width":"1080","height":"2079"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806861584","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806863732,"gmtCreate":1627649687026,"gmtModify":1703494059049,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>Please comment & like ","listText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>Please comment & like ","text":"$8VIC(8VI.AU)$Please comment & like","images":[{"img":"https://static.tigerbbs.com/e769960b9bafbbdd4123aca58250171b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806863732","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806869603,"gmtCreate":1627649597002,"gmtModify":1703494056744,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"Facebook! ","listText":"Facebook! ","text":"Facebook!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806869603","repostId":"2155183769","repostType":4,"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808364966,"gmtCreate":1627558552255,"gmtModify":1703492337672,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"Amazing! AMD yes! ","listText":"Amazing! AMD yes! ","text":"Amazing! AMD yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808364966","repostId":"1131779285","repostType":4,"repost":{"id":"1131779285","kind":"news","pubTimestamp":1627551074,"share":"https://ttm.financial/m/news/1131779285?lang=&edition=fundamental","pubTime":"2021-07-29 17:31","market":"us","language":"en","title":"AMD Is The New Bellwether","url":"https://stock-news.laohu8.com/highlight/detail?id=1131779285","media":"seekingalpha","summary":"Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.</li>\n <li>The revenue growth and valuations prove the market wants one thing: Growth.</li>\n <li>Intel has lost the bellwether title as it grows below the industry and AMD grows above it.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a41ea3a1a9c98364332ee70330427e8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>nantonov/iStock Editorial via Getty Images</span></p>\n<p>It's hard to deny AMD (AMD) isn't the new up-and-coming bellwether of logic semiconductors, a position undoubtedly claimed by the chip king Intel (INTC). With AMD's latest earnings report on Tuesday, the title is no longer uncontested, even with the dramatic difference in absolute dollar figures between the two. One is growing big time while the other has been in a perpetual state of discord, in part or in whole, due to unresolved business direction. On Tuesday, AMD proved it isn't relenting any time soon in its pursuit of taking the semiconductor bellwether title. In fact, it may change the definition altogether as the growth it's producing in this sector is unheard of. It's time I give AMD the thumbs up and not just watch on the sidelines.</p>\n<p><b>Growth, Growth, Growth</b></p>\n<p>Much like the age-old adage for real estate of \"location, location, location\" to sell property, growth, growth, growth is the market's adage for share returns.</p>\n<p>The market is simple when it comes to tech and anything to do with it: It pays for growth, not indecision. AMD is growing, Intel is indecisive. And not just decision-making indecisive, I'm talking business execution indecisive. AMD is proving it can produce monstrous growth, and Intel is proving incremental growth is all it can do.</p>\n<p>The chart is simple. These are two very different companies:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64f87e5b692256d2b0c4584ad37e8fdf\" tg-width=\"640\" tg-height=\"344\" width=\"100%\" height=\"auto\"><span>Chart mine, data from AMD and Intel earnings reports (non-GAAP for Intel)</span></p>\n<p>Both companies experienced a similar slowdown during the pandemic quarter of last year (Q2), but these two companies couldn't be any more different from there. While Intel struggled to find growth, especially in the data center division, AMD was stacking bills in all categories, including EPYC sales, except for a seasonal lull in semi-custom after a large gaming console launch.</p>\n<p>Since then, the story has been very dull for Intel, with flatlined or negative growth while AMD nearly doubled growth over the trough of the pandemic with its latest report.</p>\n<p>A slow down to 46%-50% in Q3 from 100% in Q2 and even from 55% to 50% year-over-year is to be expected as the great gaming console launch of 2020 will not repeat at the same level. But, to still guide for near 50% growth with that tough comp is what, in part, is driving my bullishness.</p>\n<p><b>The Valuation Proves It</b></p>\n<p>Now, of course, the market is in fact paying differently for both companies. The crucial difference is growth paves the way for better returns while stagnating growth paves the way for declines. The stock prices reflect as much:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dad2d35040d78da964efd16dcb1a6c3\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>But the valuations also keep pace with the market's expectations:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd156a2787d8c3774149c77bf71063b2\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><i>(AMD with Q2 and updated guidance should push the forward P/E to ~38)</i></p>\n<p>AMD's growth is worth (now) around 38 times earnings. But if you put the stock chart and the PE chart over each other, one continues to rise while the other continues to grow into it (compressing). On the other hand, Intel continues to meander as its valuation remains sideways and revenue continues to struggle, resulting in a diminishing stock return.</p>\n<p><b>The Bottom Line</b></p>\n<p>Intel bulls - you can say Intel has loads more cash flow and much higher revenue numbers (and it does), but the market isn't paying for that - clearly, as the stock price is stagnant over the last one-and-a-half years. The market is paying for growth. Period. Intel has very little to none, and AMD continues to prove it has it and more.</p>\n<p>You can be a fanboy of either company, but what good is being a fanboy if you're not getting a return on your cheerleading?</p>\n<p>One can continue to keep their money in Intel and collect 8%, including dividends, over two years, or carefully invest it in growth, which AMD is providing. This doesn't mean I love AMD's products - its graphics division leaves a lot to be desired (true ray tracing, DLSS 2.0, etc.) - but I can't stand by and hope Intel figures it out while AMD puts up the numbers it has been.</p>\n<p><b>The Bellwether Title Up For Grabs</b></p>\n<p>The basis for AMD taking over the bellwether position is because Intel can no longer provide the barometer for what the industry is doing. The semiconductor industry isn't shrinking. It's growing. From 2020 to 2021,the logic semiconductor industry is expected to grow 17% and over 6% from 2021 to 2022. Intel doesn't see that, it's below it. AMD doesn't see that, it's above it.</p>\n<p>I know which one is going to give me the heartbeat of the industry.</p>\n<p>You tell me which one is going to produce returns over the next year to two years.</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>AMD Is The New Bellwether</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\">\nAMD Is The New Bellwether\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 17:31 GMT+8 <a href=https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.\nThe revenue growth and valuations prove the market wants one thing: Growth.\nIntel has lost the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131779285","content_text":"Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.\nThe revenue growth and valuations prove the market wants one thing: Growth.\nIntel has lost the bellwether title as it grows below the industry and AMD grows above it.\n\nnantonov/iStock Editorial via Getty Images\nIt's hard to deny AMD (AMD) isn't the new up-and-coming bellwether of logic semiconductors, a position undoubtedly claimed by the chip king Intel (INTC). With AMD's latest earnings report on Tuesday, the title is no longer uncontested, even with the dramatic difference in absolute dollar figures between the two. One is growing big time while the other has been in a perpetual state of discord, in part or in whole, due to unresolved business direction. On Tuesday, AMD proved it isn't relenting any time soon in its pursuit of taking the semiconductor bellwether title. In fact, it may change the definition altogether as the growth it's producing in this sector is unheard of. It's time I give AMD the thumbs up and not just watch on the sidelines.\nGrowth, Growth, Growth\nMuch like the age-old adage for real estate of \"location, location, location\" to sell property, growth, growth, growth is the market's adage for share returns.\nThe market is simple when it comes to tech and anything to do with it: It pays for growth, not indecision. AMD is growing, Intel is indecisive. And not just decision-making indecisive, I'm talking business execution indecisive. AMD is proving it can produce monstrous growth, and Intel is proving incremental growth is all it can do.\nThe chart is simple. These are two very different companies:\nChart mine, data from AMD and Intel earnings reports (non-GAAP for Intel)\nBoth companies experienced a similar slowdown during the pandemic quarter of last year (Q2), but these two companies couldn't be any more different from there. While Intel struggled to find growth, especially in the data center division, AMD was stacking bills in all categories, including EPYC sales, except for a seasonal lull in semi-custom after a large gaming console launch.\nSince then, the story has been very dull for Intel, with flatlined or negative growth while AMD nearly doubled growth over the trough of the pandemic with its latest report.\nA slow down to 46%-50% in Q3 from 100% in Q2 and even from 55% to 50% year-over-year is to be expected as the great gaming console launch of 2020 will not repeat at the same level. But, to still guide for near 50% growth with that tough comp is what, in part, is driving my bullishness.\nThe Valuation Proves It\nNow, of course, the market is in fact paying differently for both companies. The crucial difference is growth paves the way for better returns while stagnating growth paves the way for declines. The stock prices reflect as much:\nData by YCharts\nBut the valuations also keep pace with the market's expectations:\nData by YCharts\n(AMD with Q2 and updated guidance should push the forward P/E to ~38)\nAMD's growth is worth (now) around 38 times earnings. But if you put the stock chart and the PE chart over each other, one continues to rise while the other continues to grow into it (compressing). On the other hand, Intel continues to meander as its valuation remains sideways and revenue continues to struggle, resulting in a diminishing stock return.\nThe Bottom Line\nIntel bulls - you can say Intel has loads more cash flow and much higher revenue numbers (and it does), but the market isn't paying for that - clearly, as the stock price is stagnant over the last one-and-a-half years. The market is paying for growth. Period. Intel has very little to none, and AMD continues to prove it has it and more.\nYou can be a fanboy of either company, but what good is being a fanboy if you're not getting a return on your cheerleading?\nOne can continue to keep their money in Intel and collect 8%, including dividends, over two years, or carefully invest it in growth, which AMD is providing. This doesn't mean I love AMD's products - its graphics division leaves a lot to be desired (true ray tracing, DLSS 2.0, etc.) - but I can't stand by and hope Intel figures it out while AMD puts up the numbers it has been.\nThe Bellwether Title Up For Grabs\nThe basis for AMD taking over the bellwether position is because Intel can no longer provide the barometer for what the industry is doing. The semiconductor industry isn't shrinking. It's growing. From 2020 to 2021,the logic semiconductor industry is expected to grow 17% and over 6% from 2021 to 2022. Intel doesn't see that, it's below it. AMD doesn't see that, it's above it.\nI know which one is going to give me the heartbeat of the industry.\nYou tell me which one is going to produce returns over the next year to two years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808365189,"gmtCreate":1627558471041,"gmtModify":1703492337187,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"Amazing!","listText":"Amazing!","text":"Amazing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808365189","repostId":"1165497040","repostType":4,"repost":{"id":"1165497040","kind":"news","pubTimestamp":1627542522,"share":"https://ttm.financial/m/news/1165497040?lang=&edition=fundamental","pubTime":"2021-07-29 15:08","market":"us","language":"en","title":"Amazon Reports Earnings Thursday. Expect a Blowout.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165497040","media":"Barrons","summary":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.Another is that Amazon’s competitors have already reported solid numbers.Shopify, arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its","content":"<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.</p>\n<p>For the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.</p>\n<p>There are several reasons why the Street numbers might be too low.</p>\n<p>For one, Amazon (ticker: AMZN) has beat expectations in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.</p>\n<p>Another is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its underappreciated advertising business. And the strength in the cloud business at Microsoft bodes well for Amazon Web Services.</p>\n<p>Street estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.</p>\n<p>Plus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over its proposed acquisition of the film studio MGM.Amazon has requested that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.</p>\n<p></p>\n<p>Investors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.</p>\n<p>In a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and Facebook shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s Prime Day sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.</p>\n<p>Evercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.</p>\n<p>Monness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.</p>\n<p>On Wednesday, Amazon shares were up 0.1%, to $3,630.32.</p>","source":"lsy1601382232898","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>Amazon Reports Earnings Thursday. Expect a Blowout.</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\">\nAmazon Reports Earnings Thursday. Expect a Blowout.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 15:08 GMT+8 <a href=https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165497040","content_text":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.\nThere are several reasons why the Street numbers might be too low.\nFor one, Amazon (ticker: AMZN) has beat expectations in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.\nAnother is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its underappreciated advertising business. And the strength in the cloud business at Microsoft bodes well for Amazon Web Services.\nStreet estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.\nPlus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over its proposed acquisition of the film studio MGM.Amazon has requested that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.\n\nInvestors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.\nIn a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and Facebook shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s Prime Day sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.\nEvercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.\nMonness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.\nOn Wednesday, Amazon shares were up 0.1%, to $3,630.32.","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9926642801,"gmtCreate":1671549028204,"gmtModify":1676538553853,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/8VI.AU\">$8VI Holdings Ltd(8VI.AU)$ </a> Waiting ","listText":"<a href=\"https://ttm.financial/S/8VI.AU\">$8VI Holdings Ltd(8VI.AU)$ </a> Waiting ","text":"$8VI Holdings Ltd(8VI.AU)$ Waiting","images":[{"img":"https://community-static.tradeup.com/news/f438c057be33414485fa94699a0487a0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926642801","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":176608056,"gmtCreate":1626878132675,"gmtModify":1703479845312,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>Moon","listText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>Moon","text":"$8VIC(8VI.AU)$Moon","images":[{"img":"https://static.tigerbbs.com/e769960b9bafbbdd4123aca58250171b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176608056","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9986912786,"gmtCreate":1666875918846,"gmtModify":1676537821173,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/8VI.AU\">$8VI Holdings Ltd(8VI.AU)$</a>","listText":"<a href=\"https://ttm.financial/S/8VI.AU\">$8VI Holdings Ltd(8VI.AU)$</a>","text":"$8VI Holdings Ltd(8VI.AU)$","images":[{"img":"https://community-static.tradeup.com/news/7fc83acb90f6b0ca588dd30629af861e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9986912786","isVote":1,"tweetType":1,"viewCount":1510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":808365189,"gmtCreate":1627558471041,"gmtModify":1703492337187,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"Amazing!","listText":"Amazing!","text":"Amazing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808365189","repostId":"1165497040","repostType":4,"repost":{"id":"1165497040","kind":"news","pubTimestamp":1627542522,"share":"https://ttm.financial/m/news/1165497040?lang=&edition=fundamental","pubTime":"2021-07-29 15:08","market":"us","language":"en","title":"Amazon Reports Earnings Thursday. Expect a Blowout.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165497040","media":"Barrons","summary":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.Another is that Amazon’s competitors have already reported solid numbers.Shopify, arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its","content":"<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.</p>\n<p>For the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.</p>\n<p>There are several reasons why the Street numbers might be too low.</p>\n<p>For one, Amazon (ticker: AMZN) has beat expectations in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.</p>\n<p>Another is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its underappreciated advertising business. And the strength in the cloud business at Microsoft bodes well for Amazon Web Services.</p>\n<p>Street estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.</p>\n<p>Plus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over its proposed acquisition of the film studio MGM.Amazon has requested that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.</p>\n<p></p>\n<p>Investors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.</p>\n<p>In a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and Facebook shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s Prime Day sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.</p>\n<p>Evercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.</p>\n<p>Monness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.</p>\n<p>On Wednesday, Amazon shares were up 0.1%, to $3,630.32.</p>","source":"lsy1601382232898","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>Amazon Reports Earnings Thursday. Expect a Blowout.</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\">\nAmazon Reports Earnings Thursday. Expect a Blowout.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 15:08 GMT+8 <a href=https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165497040","content_text":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.\nThere are several reasons why the Street numbers might be too low.\nFor one, Amazon (ticker: AMZN) has beat expectations in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.\nAnother is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its underappreciated advertising business. And the strength in the cloud business at Microsoft bodes well for Amazon Web Services.\nStreet estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.\nPlus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over its proposed acquisition of the film studio MGM.Amazon has requested that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.\n\nInvestors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.\nIn a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and Facebook shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s Prime Day sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.\nEvercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.\nMonness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.\nOn Wednesday, Amazon shares were up 0.1%, to $3,630.32.","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804317846,"gmtCreate":1627922445385,"gmtModify":1703498021484,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>Rock ? ","listText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>Rock ? ","text":"$8VIC(8VI.AU)$Rock ?","images":[{"img":"https://static.tigerbbs.com/df3716a209b5e4772798ca430787e231","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804317846","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806863732,"gmtCreate":1627649687026,"gmtModify":1703494059049,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>Please comment & like ","listText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>Please comment & like ","text":"$8VIC(8VI.AU)$Please comment & like","images":[{"img":"https://static.tigerbbs.com/e769960b9bafbbdd4123aca58250171b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806863732","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":819682264,"gmtCreate":1630065491558,"gmtModify":1676530214610,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>Getting there ","listText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>Getting there ","text":"$8VIC(8VI.AU)$Getting there","images":[{"img":"https://static.tigerbbs.com/4ef74ecbc2f13bdba526054ae6008446","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/819682264","isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":178887797,"gmtCreate":1626797525619,"gmtModify":1703765480395,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>To The MOON! ","listText":"<a href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>To The MOON! ","text":"$8VIC(8VI.AU)$To The MOON!","images":[{"img":"https://static.tigerbbs.com/cbfde7fa5d4bdc92ae120927f94f4f36","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178887797","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":895797187,"gmtCreate":1628771937749,"gmtModify":1676529848840,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"Tesla! ","listText":"Tesla! ","text":"Tesla!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895797187","repostId":"2158530942","repostType":4,"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986916707,"gmtCreate":1666875823509,"gmtModify":1676537821141,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/8VI.AU\">$8VI Holdings Ltd(8VI.AU)$</a>Sigh","listText":"<a href=\"https://ttm.financial/S/8VI.AU\">$8VI Holdings Ltd(8VI.AU)$</a>Sigh","text":"$8VI Holdings Ltd(8VI.AU)$Sigh","images":[{"img":"https://community-static.tradeup.com/news/7fc83acb90f6b0ca588dd30629af861e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986916707","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":869035632,"gmtCreate":1632226540626,"gmtModify":1676530728542,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Crystal Ball!!! ","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Crystal Ball!!! ","text":"$Palantir Technologies Inc.(PLTR)$Crystal Ball!!!","images":[{"img":"https://static.tigerbbs.com/99403bce27d96b3b8c4d3f02a5ce1647","width":"1080","height":"2259"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/869035632","isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":808364966,"gmtCreate":1627558552255,"gmtModify":1703492337672,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"Amazing! AMD yes! ","listText":"Amazing! AMD yes! ","text":"Amazing! AMD yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808364966","repostId":"1131779285","repostType":4,"repost":{"id":"1131779285","kind":"news","pubTimestamp":1627551074,"share":"https://ttm.financial/m/news/1131779285?lang=&edition=fundamental","pubTime":"2021-07-29 17:31","market":"us","language":"en","title":"AMD Is The New Bellwether","url":"https://stock-news.laohu8.com/highlight/detail?id=1131779285","media":"seekingalpha","summary":"Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.</li>\n <li>The revenue growth and valuations prove the market wants one thing: Growth.</li>\n <li>Intel has lost the bellwether title as it grows below the industry and AMD grows above it.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a41ea3a1a9c98364332ee70330427e8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>nantonov/iStock Editorial via Getty Images</span></p>\n<p>It's hard to deny AMD (AMD) isn't the new up-and-coming bellwether of logic semiconductors, a position undoubtedly claimed by the chip king Intel (INTC). With AMD's latest earnings report on Tuesday, the title is no longer uncontested, even with the dramatic difference in absolute dollar figures between the two. One is growing big time while the other has been in a perpetual state of discord, in part or in whole, due to unresolved business direction. On Tuesday, AMD proved it isn't relenting any time soon in its pursuit of taking the semiconductor bellwether title. In fact, it may change the definition altogether as the growth it's producing in this sector is unheard of. It's time I give AMD the thumbs up and not just watch on the sidelines.</p>\n<p><b>Growth, Growth, Growth</b></p>\n<p>Much like the age-old adage for real estate of \"location, location, location\" to sell property, growth, growth, growth is the market's adage for share returns.</p>\n<p>The market is simple when it comes to tech and anything to do with it: It pays for growth, not indecision. AMD is growing, Intel is indecisive. And not just decision-making indecisive, I'm talking business execution indecisive. AMD is proving it can produce monstrous growth, and Intel is proving incremental growth is all it can do.</p>\n<p>The chart is simple. These are two very different companies:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64f87e5b692256d2b0c4584ad37e8fdf\" tg-width=\"640\" tg-height=\"344\" width=\"100%\" height=\"auto\"><span>Chart mine, data from AMD and Intel earnings reports (non-GAAP for Intel)</span></p>\n<p>Both companies experienced a similar slowdown during the pandemic quarter of last year (Q2), but these two companies couldn't be any more different from there. While Intel struggled to find growth, especially in the data center division, AMD was stacking bills in all categories, including EPYC sales, except for a seasonal lull in semi-custom after a large gaming console launch.</p>\n<p>Since then, the story has been very dull for Intel, with flatlined or negative growth while AMD nearly doubled growth over the trough of the pandemic with its latest report.</p>\n<p>A slow down to 46%-50% in Q3 from 100% in Q2 and even from 55% to 50% year-over-year is to be expected as the great gaming console launch of 2020 will not repeat at the same level. But, to still guide for near 50% growth with that tough comp is what, in part, is driving my bullishness.</p>\n<p><b>The Valuation Proves It</b></p>\n<p>Now, of course, the market is in fact paying differently for both companies. The crucial difference is growth paves the way for better returns while stagnating growth paves the way for declines. The stock prices reflect as much:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dad2d35040d78da964efd16dcb1a6c3\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>But the valuations also keep pace with the market's expectations:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd156a2787d8c3774149c77bf71063b2\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><i>(AMD with Q2 and updated guidance should push the forward P/E to ~38)</i></p>\n<p>AMD's growth is worth (now) around 38 times earnings. But if you put the stock chart and the PE chart over each other, one continues to rise while the other continues to grow into it (compressing). On the other hand, Intel continues to meander as its valuation remains sideways and revenue continues to struggle, resulting in a diminishing stock return.</p>\n<p><b>The Bottom Line</b></p>\n<p>Intel bulls - you can say Intel has loads more cash flow and much higher revenue numbers (and it does), but the market isn't paying for that - clearly, as the stock price is stagnant over the last one-and-a-half years. The market is paying for growth. Period. Intel has very little to none, and AMD continues to prove it has it and more.</p>\n<p>You can be a fanboy of either company, but what good is being a fanboy if you're not getting a return on your cheerleading?</p>\n<p>One can continue to keep their money in Intel and collect 8%, including dividends, over two years, or carefully invest it in growth, which AMD is providing. This doesn't mean I love AMD's products - its graphics division leaves a lot to be desired (true ray tracing, DLSS 2.0, etc.) - but I can't stand by and hope Intel figures it out while AMD puts up the numbers it has been.</p>\n<p><b>The Bellwether Title Up For Grabs</b></p>\n<p>The basis for AMD taking over the bellwether position is because Intel can no longer provide the barometer for what the industry is doing. The semiconductor industry isn't shrinking. It's growing. From 2020 to 2021,the logic semiconductor industry is expected to grow 17% and over 6% from 2021 to 2022. Intel doesn't see that, it's below it. AMD doesn't see that, it's above it.</p>\n<p>I know which one is going to give me the heartbeat of the industry.</p>\n<p>You tell me which one is going to produce returns over the next year to two years.</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>AMD Is The New Bellwether</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\">\nAMD Is The New Bellwether\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 17:31 GMT+8 <a href=https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.\nThe revenue growth and valuations prove the market wants one thing: Growth.\nIntel has lost the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131779285","content_text":"Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.\nThe revenue growth and valuations prove the market wants one thing: Growth.\nIntel has lost the bellwether title as it grows below the industry and AMD grows above it.\n\nnantonov/iStock Editorial via Getty Images\nIt's hard to deny AMD (AMD) isn't the new up-and-coming bellwether of logic semiconductors, a position undoubtedly claimed by the chip king Intel (INTC). With AMD's latest earnings report on Tuesday, the title is no longer uncontested, even with the dramatic difference in absolute dollar figures between the two. One is growing big time while the other has been in a perpetual state of discord, in part or in whole, due to unresolved business direction. On Tuesday, AMD proved it isn't relenting any time soon in its pursuit of taking the semiconductor bellwether title. In fact, it may change the definition altogether as the growth it's producing in this sector is unheard of. It's time I give AMD the thumbs up and not just watch on the sidelines.\nGrowth, Growth, Growth\nMuch like the age-old adage for real estate of \"location, location, location\" to sell property, growth, growth, growth is the market's adage for share returns.\nThe market is simple when it comes to tech and anything to do with it: It pays for growth, not indecision. AMD is growing, Intel is indecisive. And not just decision-making indecisive, I'm talking business execution indecisive. AMD is proving it can produce monstrous growth, and Intel is proving incremental growth is all it can do.\nThe chart is simple. These are two very different companies:\nChart mine, data from AMD and Intel earnings reports (non-GAAP for Intel)\nBoth companies experienced a similar slowdown during the pandemic quarter of last year (Q2), but these two companies couldn't be any more different from there. While Intel struggled to find growth, especially in the data center division, AMD was stacking bills in all categories, including EPYC sales, except for a seasonal lull in semi-custom after a large gaming console launch.\nSince then, the story has been very dull for Intel, with flatlined or negative growth while AMD nearly doubled growth over the trough of the pandemic with its latest report.\nA slow down to 46%-50% in Q3 from 100% in Q2 and even from 55% to 50% year-over-year is to be expected as the great gaming console launch of 2020 will not repeat at the same level. But, to still guide for near 50% growth with that tough comp is what, in part, is driving my bullishness.\nThe Valuation Proves It\nNow, of course, the market is in fact paying differently for both companies. The crucial difference is growth paves the way for better returns while stagnating growth paves the way for declines. The stock prices reflect as much:\nData by YCharts\nBut the valuations also keep pace with the market's expectations:\nData by YCharts\n(AMD with Q2 and updated guidance should push the forward P/E to ~38)\nAMD's growth is worth (now) around 38 times earnings. But if you put the stock chart and the PE chart over each other, one continues to rise while the other continues to grow into it (compressing). On the other hand, Intel continues to meander as its valuation remains sideways and revenue continues to struggle, resulting in a diminishing stock return.\nThe Bottom Line\nIntel bulls - you can say Intel has loads more cash flow and much higher revenue numbers (and it does), but the market isn't paying for that - clearly, as the stock price is stagnant over the last one-and-a-half years. The market is paying for growth. Period. Intel has very little to none, and AMD continues to prove it has it and more.\nYou can be a fanboy of either company, but what good is being a fanboy if you're not getting a return on your cheerleading?\nOne can continue to keep their money in Intel and collect 8%, including dividends, over two years, or carefully invest it in growth, which AMD is providing. This doesn't mean I love AMD's products - its graphics division leaves a lot to be desired (true ray tracing, DLSS 2.0, etc.) - but I can't stand by and hope Intel figures it out while AMD puts up the numbers it has been.\nThe Bellwether Title Up For Grabs\nThe basis for AMD taking over the bellwether position is because Intel can no longer provide the barometer for what the industry is doing. The semiconductor industry isn't shrinking. It's growing. From 2020 to 2021,the logic semiconductor industry is expected to grow 17% and over 6% from 2021 to 2022. Intel doesn't see that, it's below it. AMD doesn't see that, it's above it.\nI know which one is going to give me the heartbeat of the industry.\nYou tell me which one is going to produce returns over the next year to two years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806869603,"gmtCreate":1627649597002,"gmtModify":1703494056744,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"Facebook! ","listText":"Facebook! ","text":"Facebook!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806869603","repostId":"2155183769","repostType":4,"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172062527,"gmtCreate":1626921502669,"gmtModify":1703480632621,"author":{"id":"3573710546299234","authorId":"3573710546299234","name":"T3CK","avatar":"https://static.tigerbbs.com/7faeb53f108ddd8e075128237164937f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573710546299234","authorIdStr":"3573710546299234"},"themes":[],"htmlText":"BTC ","listText":"BTC ","text":"BTC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172062527","repostId":"1183230556","repostType":4,"repost":{"id":"1183230556","kind":"news","pubTimestamp":1626918734,"share":"https://ttm.financial/m/news/1183230556?lang=&edition=fundamental","pubTime":"2021-07-22 09:52","market":"other","language":"en","title":"Bitcoin Rises Past $32,000 as Musk, Dorsey Discuss Bull Case","url":"https://stock-news.laohu8.com/highlight/detail?id=1183230556","media":"Bloomberg","summary":"Bitcoin extended gains past $32,000, continuing a rebound after erasing most of its gains for the ye","content":"<p>Bitcoin extended gains past $32,000, continuing a rebound after erasing most of its gains for the year. The latest leg up came in as Elon Musk, Jack Dorsey and Cathie Wood spoke during a panel on the future of Bitcoin.</p>\n<p>The largest digital currency rose more than 8% to about $32,270 as of 2:27 p.m. in New York on Wednesday. Other cryptos advanced too, including Ether and Dogecoin, while the Bloomberg Galaxy Crypto Index was also in the green.</p>\n<p>Musk, the chief executive of Tesla Inc., reiterated his backing of Bitcoin, saying he owns the token along with Dogecoin and Ethereum. He also said Space Exploration Tecnologies Corp. also owns Bitcoin, like Musk’s electric-car company.</p>\n<p>The token bounced back after sliding below $30,000 earlier in the week, its first foray there since June.</p>\n<p>“The fear in the market was that if Bitcoin breaks below the $30,000 mark, the price will move lower violently,” said Naeem Aslam, chief market analyst with Ava Trade Ltd. “In reality, that is not what we have seen. The Bitcoin price has been stable, and we have not seen any panic selling.”</p>\n<p><img src=\"https://static.tigerbbs.com/8b808d8135b7cced066485c35341fead\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p>\n<p>Bitcoin and other cryptocurrencies have tumbled since mid-May, wiping some $1.3 trillion off theirmarket value. Bitcoin has faced a range of obstacles, including stepped up regulatory scrutiny in China, Europe and the U.S. and concerns about the energy needed by the computers underpinning it. Investors have also generally become more cautious about speculative assets.</p>\n<p>Bitcoin may still test the $25,000 support level in the coming weeks, Ava Trade’s Aslam said. A break above $32,000 would herald a stronger recovery, according to Steen Jakobsen, chief investment officer at Saxo Bank.</p>\n<p>“Bitcoin and Ethereum did manage to pull a rally together after Bitcoin had dropped down through the key $30,000 area yesterday, but really needs to recover above $32,000 sustainably to dig itself out of a hole,” Jakobsen wrote in a note.</p>\n<p>Bitcoin’s advance this year has shrunk to about 8% following a slide from an April record of almost $65,000. That compares with a 15% jump in the S&P 500 index in 2021.</p>\n<p>Proponents argue the virtual currency offers an inflation hedge and will win wider institutional acceptance. Such narratives were always controversial and are now under even more question, though Bitcoin’s most ardent fans continue to predict big long-term returns.</p>\n<p>“Regulatory and environmental concerns will likely keep Bitcoin heavy but improvements on both fronts should happen before the end of the year,” Edward Moya, senior market analyst for the Americas at Oanda, wrote in a note. He added institutional investors “are ready to place big long-term bets” if a plunge toward $20,000 is avoided.</p>","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>Bitcoin Rises Past $32,000 as Musk, Dorsey Discuss Bull Case</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\">\nBitcoin Rises Past $32,000 as Musk, Dorsey Discuss Bull Case\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 09:52 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-07-21/bitcoin-extends-gain-after-retaking-closely-watched-30-000-mark><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bitcoin extended gains past $32,000, continuing a rebound after erasing most of its gains for the year. The latest leg up came in as Elon Musk, Jack Dorsey and Cathie Wood spoke during a panel on the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-07-21/bitcoin-extends-gain-after-retaking-closely-watched-30-000-mark\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","COIN":"Coinbase Global, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2021-07-21/bitcoin-extends-gain-after-retaking-closely-watched-30-000-mark","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183230556","content_text":"Bitcoin extended gains past $32,000, continuing a rebound after erasing most of its gains for the year. The latest leg up came in as Elon Musk, Jack Dorsey and Cathie Wood spoke during a panel on the future of Bitcoin.\nThe largest digital currency rose more than 8% to about $32,270 as of 2:27 p.m. in New York on Wednesday. Other cryptos advanced too, including Ether and Dogecoin, while the Bloomberg Galaxy Crypto Index was also in the green.\nMusk, the chief executive of Tesla Inc., reiterated his backing of Bitcoin, saying he owns the token along with Dogecoin and Ethereum. He also said Space Exploration Tecnologies Corp. also owns Bitcoin, like Musk’s electric-car company.\nThe token bounced back after sliding below $30,000 earlier in the week, its first foray there since June.\n“The fear in the market was that if Bitcoin breaks below the $30,000 mark, the price will move lower violently,” said Naeem Aslam, chief market analyst with Ava Trade Ltd. “In reality, that is not what we have seen. The Bitcoin price has been stable, and we have not seen any panic selling.”\n\nBitcoin and other cryptocurrencies have tumbled since mid-May, wiping some $1.3 trillion off theirmarket value. Bitcoin has faced a range of obstacles, including stepped up regulatory scrutiny in China, Europe and the U.S. and concerns about the energy needed by the computers underpinning it. Investors have also generally become more cautious about speculative assets.\nBitcoin may still test the $25,000 support level in the coming weeks, Ava Trade’s Aslam said. A break above $32,000 would herald a stronger recovery, according to Steen Jakobsen, chief investment officer at Saxo Bank.\n“Bitcoin and Ethereum did manage to pull a rally together after Bitcoin had dropped down through the key $30,000 area yesterday, but really needs to recover above $32,000 sustainably to dig itself out of a hole,” Jakobsen wrote in a note.\nBitcoin’s advance this year has shrunk to about 8% following a slide from an April record of almost $65,000. That compares with a 15% jump in the S&P 500 index in 2021.\nProponents argue the virtual currency offers an inflation hedge and will win wider institutional acceptance. Such narratives were always controversial and are now under even more question, though Bitcoin’s most ardent fans continue to predict big long-term returns.\n“Regulatory and environmental concerns will likely keep Bitcoin heavy but improvements on both fronts should happen before the end of the year,” Edward Moya, senior market analyst for the Americas at Oanda, wrote in a note. 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