Alkid personal page - To The Moon

Alkid

Alkid

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2024-07-04

Obviously shorties in panicking mode.

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2024-01-05

Thanks for sharing.

2023-06-18

A,B.C,D

@Tiger_comments:9th Anniversary Quiz: Investing & Tiger (7)

2022-11-10

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History Points to a Post-Midterm Rally: Oppenheimer Suggests 3 Stocks to Ride the Momentum

2022-11-04

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2022-11-29

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Warren Buffett Just Bought These 3 Dividend Stocks With Yields of Over 3%

2022-11-23

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Nvidia: Here We Go Again

2022-10-19

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2022-10-18

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British U-Turn Shows Central Banks Still Rule (and That’s Not Always Good)

2022-10-11

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The 2022 Bear Market Cycle May Be Far From Over

Go to Tiger App to see more news

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shorties in panicking mode.&nbsp;","listText":"Obviously shorties in panicking mode.&nbsp;","text":"Obviously shorties in panicking mode.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323600619196504","repostId":"1155627702","repostType":2,"isVote":1,"tweetType":1,"viewCount":3084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259922089160904,"gmtCreate":1704467903821,"gmtModify":1704467907826,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Thanks for sharing.","listText":"Thanks for sharing.","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259922089160904","isVote":1,"tweetType":1,"viewCount":3345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188546547618040,"gmtCreate":1687057597682,"gmtModify":1687057601297,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"A,B.C,D","listText":"A,B.C,D","text":"A,B.C,D","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188546547618040","repostId":"188088876126304","repostType":1,"repost":{"id":188088876126304,"gmtCreate":1686925492868,"gmtModify":1687180373120,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"9th Anniversary Quiz: Investing & Tiger (7)","htmlText":"Hello, everyone! It’s time for quiz!!!!!!!Our seventh question is: Tiger Brokers has expanded into which international markets?Remember to write your answer in the comment section and repost!The eighth question will be released on Monday. Don’t forget to follow me and join the quiz!","listText":"Hello, everyone! It’s time for quiz!!!!!!!Our seventh question is: Tiger Brokers has expanded into which international markets?Remember to write your answer in the comment section and repost!The eighth question will be released on Monday. Don’t forget to follow me and join the quiz!","text":"Hello, everyone! It’s time for quiz!!!!!!!Our seventh question is: Tiger Brokers has expanded into which international markets?Remember to write your answer in the comment section and repost!The eighth question will be released on Monday. Don’t forget to follow me and join the quiz!","images":[{"img":"https://community-static.tradeup.com/news/6f2a775a9c1474bbe3d923942d1797e9","width":"1000","height":"1000"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188088876126304","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942181586,"gmtCreate":1681162570546,"gmtModify":1681162573370,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942181586","repostId":"9942195662","repostType":1,"repost":{"id":9942195662,"gmtCreate":1681147637656,"gmtModify":1681147764043,"author":{"id":"10000000000010709","authorId":"10000000000010709","name":"Kerry Lutz","avatar":"https://community-static.tradeup.com/news/a541bdfeca8c304bd12975e2c2ff9696","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010709","authorIdStr":"10000000000010709"},"themes":[],"htmlText":"\n \n \n  Fed to Quit Raising Rates — Nick Santiago 4-10-23\n \n","listText":"Fed to Quit Raising Rates — Nick Santiago 4-10-23","text":"Fed to Quit Raising Rates — Nick Santiago 4-10-23","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942195662","isVote":1,"tweetType":2,"object":{"id":"c6837da6ee18478d9ff7bd3c0b321d0b","tweetId":"9942195662","title":"Fed to Quit Raising Rates — Nick Santiago 4-10-23","videoUrl":"http://v.tigerbbs.com/168114763206234fd5e814c6115686a1ca29a0933c216.mp4","poster":"https://static.tigerbbs.com/f82764a49a303cbfcd7be93027bc45b0","shareLink":"http://v.tigerbbs.com/168114763206234fd5e814c6115686a1ca29a0933c216.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941405257,"gmtCreate":1680508965080,"gmtModify":1680508969482,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941405257","repostId":"9941402789","repostType":1,"isVote":1,"tweetType":1,"viewCount":4041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943251150,"gmtCreate":1679501777370,"gmtModify":1679501781332,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943251150","repostId":"9943259613","repostType":1,"repost":{"id":9943259613,"gmtCreate":1679501127132,"gmtModify":1679501130714,"author":{"id":"9000000000000417","authorId":"9000000000000417","name":"bouncyo","avatar":"https://static.tigerbbs.com/eb0370d3fa6e993a9a62f4b7ba0130a1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000417","authorIdStr":"9000000000000417"},"themes":[],"htmlText":"Zachs is one of the biggest bashers of AMD. AMD has been on its \"Strong Sell\" list since its price per share has been increasing dramatically. Why? Are they trying to help Short Sellers? If so, it's not working! AMD will prevail despite their futile attempts to get people to sell!<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>","listText":"Zachs is one of the biggest bashers of AMD. AMD has been on its \"Strong Sell\" list since its price per share has been increasing dramatically. Why? Are they trying to help Short Sellers? If so, it's not working! AMD will prevail despite their futile attempts to get people to sell!<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>","text":"Zachs is one of the biggest bashers of AMD. AMD has been on its \"Strong Sell\" list since its price per share has been increasing dramatically. Why? Are they trying to help Short Sellers? If so, it's not working! AMD will prevail despite their futile attempts to get people to sell!$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943259613","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943658792,"gmtCreate":1679428221216,"gmtModify":1679428225198,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943658792","repostId":"9943658352","repostType":1,"repost":{"id":9943658352,"gmtCreate":1679426917976,"gmtModify":1679426923297,"author":{"id":"3479274820474232","authorId":"3479274820474232","name":"winky9","avatar":"https://static.tigerbbs.com/9a2c539bd7eff494d3755975b44673ef","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274820474232","authorIdStr":"3479274820474232"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a> Since that entered a downtrend, the volume has gradually amplified, and it has now been trading sideways at a low level for more than several months. I believe that there will be funds involved. You can continue to observe, and if the price breaks through the low range,will follow up immediately.","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a> Since that entered a downtrend, the volume has gradually amplified, and it has now been trading sideways at a low level for more than several months. I believe that there will be funds involved. You can continue to observe, and if the price breaks through the low range,will follow up immediately.","text":"$Grab Holdings(GRAB)$ Since that entered a downtrend, the volume has gradually amplified, and it has now been trading sideways at a low level for more than several months. I believe that there will be funds involved. You can continue to observe, and if the price breaks through the low range,will follow up immediately.","images":[{"img":"https://community-static.tradeup.com/news/d8073268d3c251d5bb70a08b5f4c538f","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943658352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943658488,"gmtCreate":1679428166144,"gmtModify":1679428170085,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943658488","repostId":"9949474532","repostType":1,"repost":{"id":9949474532,"gmtCreate":1678865276826,"gmtModify":1678865969989,"author":{"id":"3527667631258507","authorId":"3527667631258507","name":"VideoLounge","avatar":"https://static.tigerbbs.com/d2c50ee53d2487e186b3c414f8529d52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667631258507","authorIdStr":"3527667631258507"},"themes":[],"htmlText":"\n \n \n  【Cramer's Mad Dash: People need to realize Nvidia is sitting on a gold mine】CNBC's Jim Cramer reports on where investors took their eyes off the prize. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>\n \n","listText":"【Cramer's Mad Dash: People need to realize Nvidia is sitting on a gold mine】CNBC's Jim Cramer reports on where investors took their eyes off the prize. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>","text":"【Cramer's Mad Dash: People need to realize Nvidia is sitting on a gold mine】CNBC's Jim Cramer reports on where investors took their eyes off the prize. $NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949474532","isVote":1,"tweetType":2,"object":{"id":"a4dc1f3d9888401288a93c8ac83ccafc","tweetId":"9949474532","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/44b41b46243791580352091123/f0.mp4","poster":"https://community-static.tradeup.com/news/e356ced7895cf2244456f7d104111172"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949281146,"gmtCreate":1678689956786,"gmtModify":1678689960607,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949281146","repostId":"9949217672","repostType":1,"repost":{"id":9949217672,"gmtCreate":1678687098097,"gmtModify":1678704681842,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105602698459250","authorIdStr":"4105602698459250"},"themes":[],"title":"The top 10 largest bank failures in US history","htmlText":"The top 10 largest bank failures in US history have had significant consequences on the financial market and investors. Here's a detailed analysis of each event and its impact:1. Washington Mutual:In 2008, Washington Mutual (WaMu) was the largest bank failure in US history, with total assets of $307 billion. WaMu's collapse was a significant event in the global financial crisis and had far-reaching consequences on the US economy. The bank's excessive risk-taking and exposure to subprime mortgages led to its downfall, resulting in billions of dollars in losses for its shareholders and depositors. The market response was swift, with the Dow Jones Industrial Average losing over 500 points in a single day. The failure of WaMu led to a decline in consumer confidence, tightening of credit market","listText":"The top 10 largest bank failures in US history have had significant consequences on the financial market and investors. Here's a detailed analysis of each event and its impact:1. Washington Mutual:In 2008, Washington Mutual (WaMu) was the largest bank failure in US history, with total assets of $307 billion. WaMu's collapse was a significant event in the global financial crisis and had far-reaching consequences on the US economy. The bank's excessive risk-taking and exposure to subprime mortgages led to its downfall, resulting in billions of dollars in losses for its shareholders and depositors. The market response was swift, with the Dow Jones Industrial Average losing over 500 points in a single day. The failure of WaMu led to a decline in consumer confidence, tightening of credit market","text":"The top 10 largest bank failures in US history have had significant consequences on the financial market and investors. Here's a detailed analysis of each event and its impact:1. Washington Mutual:In 2008, Washington Mutual (WaMu) was the largest bank failure in US history, with total assets of $307 billion. WaMu's collapse was a significant event in the global financial crisis and had far-reaching consequences on the US economy. The bank's excessive risk-taking and exposure to subprime mortgages led to its downfall, resulting in billions of dollars in losses for its shareholders and depositors. The market response was swift, with the Dow Jones Industrial Average losing over 500 points in a single day. The failure of WaMu led to a decline in consumer confidence, tightening of credit market","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949217672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940404172,"gmtCreate":1678087838096,"gmtModify":1678087841817,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940404172","repostId":"9940402550","repostType":1,"repost":{"id":9940402550,"gmtCreate":1678086149670,"gmtModify":1678087327288,"author":{"id":"9000000000000400","authorId":"9000000000000400","name":"InvestwithPete","avatar":"https://community-static.tradeup.com/news/c974f0a2138f1ee19b8384ce0f2e38d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000400","authorIdStr":"9000000000000400"},"themes":[],"htmlText":"\n \n \n  All the HDB Changes You Must Know\n \n","listText":"All the HDB Changes You Must Know","text":"All the HDB Changes You Must Know","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940402550","isVote":1,"tweetType":2,"object":{"id":"f8d1e604d53d44e88554a3f3d5b454b4","tweetId":"9940402550","title":"All the HDB Changes You Must Know","videoUrl":"http://v.tigerbbs.com/16780861415362a17674b16b6c48576d9245d386576f3.mp4","poster":"https://static.tigerbbs.com/083bf628fe8a6eb49a3c22a1472d75ee","shareLink":"http://v.tigerbbs.com/16780861415362a17674b16b6c48576d9245d386576f3.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940890525,"gmtCreate":1677794603967,"gmtModify":1677794607730,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940890525","repostId":"9940890128","repostType":1,"repost":{"id":9940890128,"gmtCreate":1677794266465,"gmtModify":1677794270977,"author":{"id":"9000000000000170","authorId":"9000000000000170","name":"AdamDavis","avatar":"https://static.tigerbbs.com/7eb1cb09f8f55a20c6228dcc5f1ec806","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000170","authorIdStr":"9000000000000170"},"themes":[],"htmlText":"Another big red flag with&nbsp;<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a> is they don't have many customers. Cracking open the 2022 10K, Baker Hughes accounted most of its revenueAm I incorrect here? ~105M in sales from&nbsp;<a href=\"https://ttm.financial/S/BKR\">$Baker Hughes(BKR)$</a> when they had only had ~253M in total revenue. That's 40% of yearly revenue from one customer","listText":"Another big red flag with&nbsp;<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a> is they don't have many customers. Cracking open the 2022 10K, Baker Hughes accounted most of its revenueAm I incorrect here? ~105M in sales from&nbsp;<a href=\"https://ttm.financial/S/BKR\">$Baker Hughes(BKR)$</a> when they had only had ~253M in total revenue. That's 40% of yearly revenue from one customer","text":"Another big red flag with $C3.ai, Inc.(AI)$ is they don't have many customers. Cracking open the 2022 10K, Baker Hughes accounted most of its revenueAm I incorrect here? ~105M in sales from $Baker Hughes(BKR)$ when they had only had ~253M in total revenue. That's 40% of yearly revenue from one customer","images":[{"img":"https://community-static.tradeup.com/news/57f519dbd03cb27fedb0239955bf895e","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940890128","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951964453,"gmtCreate":1673387151973,"gmtModify":1676538827561,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951964453","isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953511157,"gmtCreate":1673281389980,"gmtModify":1676538811635,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953511157","isVote":1,"tweetType":1,"viewCount":1658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953890329,"gmtCreate":1673213175362,"gmtModify":1676538798969,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"How will the market performs in 2023? Has beenbitterly sweet since Covid and lots of lessons learnt. Need to be smart and mitigate for a correct move. Good luck to us all! May 2023 be a fruitfulyear! Let's go!!","listText":"How will the market performs in 2023? Has beenbitterly sweet since Covid and lots of lessons learnt. Need to be smart and mitigate for a correct move. Good luck to us all! May 2023 be a fruitfulyear! Let's go!!","text":"How will the market performs in 2023? Has beenbitterly sweet since Covid and lots of lessons learnt. Need to be smart and mitigate for a correct move. Good luck to us all! May 2023 be a fruitfulyear! Let's go!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953890329","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953807050,"gmtCreate":1673212883471,"gmtModify":1676538798938,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953807050","isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953804612,"gmtCreate":1673212864637,"gmtModify":1676538798881,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953804612","isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953805789,"gmtCreate":1673212469141,"gmtModify":1676538798865,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953805789","repostId":"1114427444","repostType":4,"repost":{"id":"1114427444","kind":"news","pubTimestamp":1673144132,"share":"https://ttm.financial/m/news/1114427444?lang=en_US&edition=fundamental","pubTime":"2023-01-08 10:15","market":"us","language":"en","title":"ZM, NTLA, or SQ: Which Cathie Wood ARKK Stock Is Most Appealing in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=1114427444","media":"TipRanks","summary":"Story HighlightsCathie Wood’s ARK Innovation ETF fell 67% last year as rising interest rates and mac","content":"<div>\n<p>Story HighlightsCathie Wood’s ARK Innovation ETF fell 67% last year as rising interest rates and macro uncertainties impacted its holdings. We’ll discuss three stocks from the ARK Innovation ETF and ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/zm-ntla-or-sq-which-cathie-woods-arkk-etf-stock-seems-more-appealing-in-2023\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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>ZM, NTLA, or SQ: Which Cathie Wood ARKK Stock Is Most Appealing in 2023?</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\">\nZM, NTLA, or SQ: Which Cathie Wood ARKK Stock Is Most Appealing in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-08 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/zm-ntla-or-sq-which-cathie-woods-arkk-etf-stock-seems-more-appealing-in-2023><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsCathie Wood’s ARK Innovation ETF fell 67% last year as rising interest rates and macro uncertainties impacted its holdings. We’ll discuss three stocks from the ARK Innovation ETF and ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/zm-ntla-or-sq-which-cathie-woods-arkk-etf-stock-seems-more-appealing-in-2023\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NTLA":"Intellia Therapeutics Inc","ARKK":"ARK Innovation ETF","ZM":"Zoom"},"source_url":"https://www.tipranks.com/news/article/zm-ntla-or-sq-which-cathie-woods-arkk-etf-stock-seems-more-appealing-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114427444","content_text":"Story HighlightsCathie Wood’s ARK Innovation ETF fell 67% last year as rising interest rates and macro uncertainties impacted its holdings. We’ll discuss three stocks from the ARK Innovation ETF and pick the most attractive one as per Wall Street analysts.Ark Innovation ETF (NYSEARCA:ARKK),Cathie Wood’s flagship fund, plunged 67% in 2022 as continued rate hikes hammered growth stocks. As perBloomberg, the fund still saw an inflow of $1.3 billion in 2022. Nonetheless, inflows were way below $4.6 billion and $9.6 billion in 2021 and 2020, respectively. While additional rate hikes might weigh on ARKK holdings in the near term, some of the stocks in the fund could be attractive long-term picks. We usedTipRanks’ Stock Comparison Toolto compare Zoom Video (NASDAQ:ZM), Intellia Therapeutics (NASDAQ:NTLA), and Block (NYSE:SQ) to select the most attractive ARKK stock for 2023.Zoom Video Communications (NASDAQ:ZM)Once a pandemic darling,Zoom stock plunged 63% in 2022as pandemic tailwinds faded following the reopening of the economy. The video conferencing platform is also facing increased competition, especially from Microsoft (MSFT) Teams.While Zoom’s revenue growth has slowed down considerably, the company’s Enterprise business is delivering strong performance. In Q3 FY23 (ended October 31, 2022), overallrevenue grew 5% to $1.1 billion, with Enterprise revenue rising 20% to $614 million. The number of Enterprise customers increased 14% from the prior-year quarter to about 209,300 in Q3. Moreover, the number of customers contributing more than $100,000 in revenue in the trailing 12 months increased 31% to 3,286.Is Zoom Video a Good Stock?Recently, Wedbush analyst Taz Koujalgi initiated coverage of Zoom Video stock with a Hold rating and a price target of $80. Koujalgi is concerned about the competitive backdrop due to pricing pressure in the Voice and Unified communications as a service (UCaaS) space, and the bundling of products by rivals, like Microsoft, with their broader portfolio.The analyst is also worried about the company’s 2024 guidance missing the Street’s estimates. Overall, Koujalgi believes ZM stock’s risk/reward profile is balanced at the current valuation of 12-times 2025 Enterprise Value /free cash flow (EV/FCF).Wall Street has a Hold consensus rating for Zoom Video stock based on seven Buys, 16 Holds, and two Sells. The average Zoom stock price target of $86.81 implies about 25% upside potential from current levels.Intellia Therapeutics (NASDAQ:NTLA)Intellia Therapeutics is a clinical-stage genome editing company focused on developing potentially curative therapies based on CRISPR-based technologies.Intellia stock plunged over 70% in 2022as tough market conditions made investors avoid speculative biotech plays.On January 5, 2023, the company announced its strategic priorities for 2023 to 2024, the most important being the initiation of global pivotal trials for its first two investigational “in vivo” CRISPR-based therapies – NTLA-2001 for transthyretin (ATTR) amyloidosis and NTLA-2002 for hereditary angioedema.Is Intellia a Buy?Following the recent update on strategic priorities, William Blair analystRaju Prasadfeels that clinical updates in 2023 and longer-term follow-up from the ongoing Phase I studies of NTLA-2001 and NTLA-2002 could be key catalysts for the company. Prasad believes that Intellia is currently a leader for “in vivo gene editing,” based on the data revealed till now about NTLA-2001. Blair reiterated a Buy rating for NTLA stock.All in all, Wall Street has a Strong Buy consensus rating for NTLA stock, with 15 Buys and three Holds. At $102.11, the average NTLA stock price target implies 168% upside potential.Block (NASDAQ:SQ)Macro pressures, crypto turmoil, and fears of an economic downturn pulled downshares of fintech platform Block by 61% in 2022. Despite a challenging market, Block reported upbeat results for the third quarter of 2022, driven by strength across its Cash App (peer-to-peer solutions) and Square (comprises solutions for merchants) ecosystems.Q3 revenue grew 17% to $4.52 billion, driven by 12% growth in Cash App revenue and a 27% rise in Square ecosystem’s revenue. Adjusted EPS jumped 68% to $0.42, fueled by a strong rise in gross profits of its two ecosystems. The company is reducing its expenses across several areas and driving further efficiency to improve profitability.Block is strengthening its business by introducing new financial solutions in both its ecosystems and rapidly expanding its Square ecosystem in international markets. Furthermore, it sees strong prospects in the lucrative buy now, pay later space, thanks to its AfterPay acquisition.Is Block a Buy or Sell?Earlier this week, Baird analyst David Koning upgraded Block stock to a Buy from Hold as he feels that “sentiment can improve as growth should remain good in 2023 and margins ramp.” The analyst raised his price target for SQ stock to $78 from $62.Koning highlighted certain long-term positives for Block, like Seller solutions winning market share despite moderating growth, Cash App’s rapidly growing financial network, different ecosystem from rivals, and the ongoing integration with AfterPay.Overall, the Street has a Strong Buy consensus rating for Square stock based on 21 Buys, four Holds, and one Sell. The average SQ stock price prediction of $87 suggests 26.1% upside potential.ConclusionThe three stocks discussed here feature among the top ten holdings of Cathie Wood’s ARK Innovation ETF. While Zoom Video is the top holding of ARKK ETF and constitutes 9.3% of the overall fund, analysts are sidelined on the stock. Wall Street is bullish about the long-term prospects of Block and Intellia, and sees higher upside potential in Intellia stock following a steep pullback last year.","news_type":1,"symbols_score_info":{"SQ":0.9,"NTLA":0.9,"ZM":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953805550,"gmtCreate":1673212452170,"gmtModify":1676538798863,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953805550","repostId":"2301757240","repostType":4,"repost":{"id":"2301757240","kind":"news","pubTimestamp":1673145030,"share":"https://ttm.financial/m/news/2301757240?lang=en_US&edition=fundamental","pubTime":"2023-01-08 10:30","market":"other","language":"en","title":"Japan PM Says Careful Explanation Needed on Monetary Policy","url":"https://stock-news.laohu8.com/highlight/detail?id=2301757240","media":"Bloomberg","summary":"Japanese Prime Minister Fumio Kishida said careful explanation and communication with markets would ","content":"<div>\n<p>Japanese Prime Minister Fumio Kishida said careful explanation and communication with markets would be part of consideration on monetary policy, when asked about possible future changes in the Bank of...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-08/japan-pm-says-careful-explanation-needed-on-monetary-policy\">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>Japan PM Says Careful Explanation Needed on Monetary Policy</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\">\nJapan PM Says Careful Explanation Needed on Monetary Policy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-08 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-08/japan-pm-says-careful-explanation-needed-on-monetary-policy><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Japanese Prime Minister Fumio Kishida said careful explanation and communication with markets would be part of consideration on monetary policy, when asked about possible future changes in the Bank of...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-08/japan-pm-says-careful-explanation-needed-on-monetary-policy\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","BK4075":"烟草","BK4566":"资本集团"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-08/japan-pm-says-careful-explanation-needed-on-monetary-policy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301757240","content_text":"Japanese Prime Minister Fumio Kishida said careful explanation and communication with markets would be part of consideration on monetary policy, when asked about possible future changes in the Bank of Japan’s ultra-loose policy.His comments in a live interview with public broadcaster NHK came after central bank governor Haruhiko Kuroda last month shocked markets by saying he would allow Japan’s 10-year bond yields to rise to about 0.5%, double the previous upper limit of 0.25%.“We need a firm grasp on the outlook,” Kishida said in response to a question about future changes in policy. “We will consider the situation, including careful explanation and communication with markets.”Kishida said it was important to pick the most appropriate person to replace Kuroda when his term ends in April and that he would continue to discuss relations between the government and central bank with the new governor.He said the basic aim remained to achieve economic growth that would bring about structural rises in wages and stable prices. Last week data showed that inflation-adjusted pay had fallen by its biggest margin since 2014.Asked about the timing of the next general election, Kishida said he would do what needs to be done and go to the people at an appropriate time.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953805280,"gmtCreate":1673212438841,"gmtModify":1676538798857,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953805280","repostId":"2301475181","repostType":4,"repost":{"id":"2301475181","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673140820,"share":"https://ttm.financial/m/news/2301475181?lang=en_US&edition=fundamental","pubTime":"2023-01-08 09:20","market":"us","language":"en","title":"Earnings Season Will Test the Market’s Great Start","url":"https://stock-news.laohu8.com/highlight/detail?id=2301475181","media":"Dow Jones","summary":"Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor marke","content":"<html><head></head><body><p>Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.</p><p>It was the kind of release that makes an oft-wished-for soft landing seem almost possible.</p><p>If job growth can continue without fueling a wage-price spiral, then perhaps it won&#39;t take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.</p><p>So goes the bullish thinking.</p><p>That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&amp;P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.</p><p>If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It&#39;s another sign that investors expect the Fed to change its tune. They hope Friday&#39;s jobs report sent the Fed a message -- its job is almost done.</p><p><img src=\"https://static.tigerbbs.com/d8d660bff719b54ee732ddb0da0da2f9\" tg-width=\"955\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>One data point, however, won&#39;t be enough to change the Fed&#39;s mind. The market will be looking to December&#39;s consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed&#39;s next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.</p><p>But it&#39;s not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&amp;P 500 will report over the following month and a half.</p><p>Few are expecting a good fourth quarter. In aggregate, S&amp;P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.</p><p>Analysts&#39; current estimate would bring 2022 S&amp;P 500 EPS to $219.80, which would be up 5.6% for the year. It&#39;s likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.</p><p>The earnings slump won&#39;t hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.</p><p>On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&amp;P 500&#39;s EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.</p><p>But those beats might not matter if companies can&#39;t provide at least a decent outlook for 2023.</p><p>The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&amp;P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron&#39;s in December calls for a 2.7% decline in S&amp;P 500 profits in 2023 to an average of $214 per share.</p><p>The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That&#39;s largely in line with the Fed&#39;s view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.</p><p>Needless to say, that&#39;s not a winning combination for stocks -- no matter what the jobs report said.</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>Earnings Season Will Test the Market’s Great Start</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\">\nEarnings Season Will Test the Market’s Great Start\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-08 09:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.</p><p>It was the kind of release that makes an oft-wished-for soft landing seem almost possible.</p><p>If job growth can continue without fueling a wage-price spiral, then perhaps it won&#39;t take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.</p><p>So goes the bullish thinking.</p><p>That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&amp;P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.</p><p>If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It&#39;s another sign that investors expect the Fed to change its tune. They hope Friday&#39;s jobs report sent the Fed a message -- its job is almost done.</p><p><img src=\"https://static.tigerbbs.com/d8d660bff719b54ee732ddb0da0da2f9\" tg-width=\"955\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>One data point, however, won&#39;t be enough to change the Fed&#39;s mind. The market will be looking to December&#39;s consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed&#39;s next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.</p><p>But it&#39;s not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&amp;P 500 will report over the following month and a half.</p><p>Few are expecting a good fourth quarter. In aggregate, S&amp;P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.</p><p>Analysts&#39; current estimate would bring 2022 S&amp;P 500 EPS to $219.80, which would be up 5.6% for the year. It&#39;s likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.</p><p>The earnings slump won&#39;t hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.</p><p>On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&amp;P 500&#39;s EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.</p><p>But those beats might not matter if companies can&#39;t provide at least a decent outlook for 2023.</p><p>The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&amp;P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron&#39;s in December calls for a 2.7% decline in S&amp;P 500 profits in 2023 to an average of $214 per share.</p><p>The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That&#39;s largely in line with the Fed&#39;s view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.</p><p>Needless to say, that&#39;s not a winning combination for stocks -- no matter what the jobs report said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","DAL":"达美航空",".SPX":"S&P 500 Index","UNH":"联合健康","JPM":"摩根大通","BAC":"美国银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301475181","content_text":"Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.It was the kind of release that makes an oft-wished-for soft landing seem almost possible.If job growth can continue without fueling a wage-price spiral, then perhaps it won't take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.So goes the bullish thinking.That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It's another sign that investors expect the Fed to change its tune. They hope Friday's jobs report sent the Fed a message -- its job is almost done.One data point, however, won't be enough to change the Fed's mind. The market will be looking to December's consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed's next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.But it's not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&P 500 will report over the following month and a half.Few are expecting a good fourth quarter. In aggregate, S&P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.Analysts' current estimate would bring 2022 S&P 500 EPS to $219.80, which would be up 5.6% for the year. It's likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.The earnings slump won't hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&P 500's EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.But those beats might not matter if companies can't provide at least a decent outlook for 2023.The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron's in December calls for a 2.7% decline in S&P 500 profits in 2023 to an average of $214 per share.The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That's largely in line with the Fed's view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.Needless to say, that's not a winning combination for stocks -- no matter what the jobs report said.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"JPM":0.9,"UNH":0.9,".DJI":0.9,"DAL":0.9,"JE":1,"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953805631,"gmtCreate":1673212423724,"gmtModify":1676538798856,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953805631","repostId":"2301731161","repostType":4,"repost":{"id":"2301731161","kind":"highlight","pubTimestamp":1673142729,"share":"https://ttm.financial/m/news/2301731161?lang=en_US&edition=fundamental","pubTime":"2023-01-08 09:52","market":"us","language":"en","title":"2 Growth Stocks to Buy Hand Over Fist in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2301731161","media":"Motley Fool","summary":"Microsoft and Alphabet remain strong ways to invest in the ever-expanding tech market.","content":"<div>\n<p>KEY POINTSAfter a sell-off in 2022, many growth stocks are now trading at a bargain.Microsoft is a compelling option with its growing market share in several promising industries.Meanwhile, Alphabet ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/07/2-growth-stocks-to-buy-hand-over-fist-in-2023/\">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>2 Growth Stocks to Buy Hand Over Fist in 2023</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\">\n2 Growth Stocks to Buy Hand Over Fist in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-08 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/07/2-growth-stocks-to-buy-hand-over-fist-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAfter a sell-off in 2022, many growth stocks are now trading at a bargain.Microsoft is a compelling option with its growing market share in several promising industries.Meanwhile, Alphabet ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/07/2-growth-stocks-to-buy-hand-over-fist-in-2023/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","GOOGL":"谷歌A","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1046421795.USD":"富达环球科技A-ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4516":"特朗普概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4535":"淡马锡持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","BK4577":"网络游戏","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","GOOG":"谷歌","BK4507":"流媒体概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","BK4573":"虚拟现实","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4527":"明星科技股","LU0109392836.USD":"富兰克林科技股A","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","MSFT":"微软","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2023/01/07/2-growth-stocks-to-buy-hand-over-fist-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301731161","content_text":"KEY POINTSAfter a sell-off in 2022, many growth stocks are now trading at a bargain.Microsoft is a compelling option with its growing market share in several promising industries.Meanwhile, Alphabet is the king of a lucrative market with plenty of room for growth.The start of a new year is an excellent time to add to your portfolio, with plenty of opportunities for growth ahead. A sell-off in 2022 has put numerous stocks on sale this January, including growth stocks that will likely provide significant gains over the long term.For example, Microsoft and Alphabet have watched their stocks tumble over the last year. However, these companies have continued to report revenue growth despite a poor economic climate.As investing star Warren Buffett has said, \"If you aren't willing to own a stock for 10 years, don't even think about owning it for 10 minutes.\" Holding strong growth stocks for the long term can safeguard your portfolio from macroeconomic declines, as has been the case in the last year. Microsoft has retained 151% growth in its shares since 2018, while Alphabet has grown 57% in the same period, even with a recent sell-off.Here are two growth stocks to buy hand over fist in 2023.1. MicrosoftMicrosoft's stock is easy to recommend with its triple-digit stock growth in the last five years and its strong position in multiple lucrative industries. The company's home-grown brands, such as Windows, Office, Xbox, and Azure, have become powerful forces within their respective industries and provide a promising future for the tech titan. In fact, its average 12-month price target is 33% higher than its Jan. 5 price of $222.31, with analysts expecting it to hit $295.17.From 2015 to 2022, Microsoft's revenue increased by 112% from $93.58 billion to $198.27 billion, while operating income more than quadrupled from $17.98 billion to $83.28 billion. In 2022, the company's earnings remained on an upward trajectory despite coming off a challenging year.Moreover, one of the most attractive aspects of Microsoft's stock is its considerable market share in several swiftly growing industries. For instance, the cloud computing market was worth $368.97 billion in 2021 and is expected to grow at a compound annual growth rate (CAGR) of 15.7% until 2030 (per Grand View Research), making Azure's 21% market share in the industry encouraging.Along with leading positions in operating systems, productivity software, and gaming, Microsoft is a no-brainer investment in 2023. The company's stock is one you can buy now and sit back as it passively makes money indefinitely.2. AlphabetInvestors have dragged down Alphabet shares 37% over the last year as Wall Street has grown uneasy over its advertising-dependent business. In August, Insider Intelligence reported ad spending had fallen 3.3% since the year before, decreasing for the third month in a row. However, the decline improved over July, when spending fell 12.7%. Rises in inflation and interest rates throughout last year led businesses to slash budgets, including advertising expenditures.As nearly 80% of Alphabet's revenue is earned through ads on services such as Google, YouTube, and Android, investors justifiably grew concerned in 2022. However, economic headwinds are temporary, and the digital advertising market still has plenty of room for growth. According to research from Omdia, the digital advertising market was worth $190 billion in 2022 and will almost double to $362 billion by 2027.Additionally, more online industries are turning to digital ads to boost revenue and reduce service fees for consumers as the cost of living rises. In 2022, demand for ad-supported options in the streaming industry skyrocketed, prompting entertainment giants Netflix and Disney to fully embrace the trend. The potential for other online businesses to do the same is endless, with Alphabet well positioned to reap the rewards.In the third quarter of 2022, Alphabet's revenue increased 6% year over year to $69.1 billion, with operating income hitting $17.1 billion. As expected, revenue from YouTube ads and Google Network declined slightly. However, its Google Cloud segment increased by 37.6% to $6.8 billion, growing more than any other cloud computing service in the quarter.Despite investor concern for Alphabet's business in 2022, the growth stock remains a compelling buy. The company's core business has plenty of room for growth in the coming years, with its quickly expanding position in cloud computing making it an excellent investment in 2023.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"MSFT":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":323600619196504,"gmtCreate":1720029283171,"gmtModify":1720029286658,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Obviously shorties in panicking mode.&nbsp;","listText":"Obviously shorties in panicking mode.&nbsp;","text":"Obviously shorties in panicking mode.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323600619196504","repostId":"1155627702","repostType":2,"isVote":1,"tweetType":1,"viewCount":3084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259922089160904,"gmtCreate":1704467903821,"gmtModify":1704467907826,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Thanks for sharing.","listText":"Thanks for sharing.","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259922089160904","isVote":1,"tweetType":1,"viewCount":3345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188546547618040,"gmtCreate":1687057597682,"gmtModify":1687057601297,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"A,B.C,D","listText":"A,B.C,D","text":"A,B.C,D","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188546547618040","repostId":"188088876126304","repostType":1,"repost":{"id":188088876126304,"gmtCreate":1686925492868,"gmtModify":1687180373120,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"9th Anniversary Quiz: Investing & Tiger (7)","htmlText":"Hello, everyone! It’s time for quiz!!!!!!!Our seventh question is: Tiger Brokers has expanded into which international markets?Remember to write your answer in the comment section and repost!The eighth question will be released on Monday. Don’t forget to follow me and join the quiz!","listText":"Hello, everyone! It’s time for quiz!!!!!!!Our seventh question is: Tiger Brokers has expanded into which international markets?Remember to write your answer in the comment section and repost!The eighth question will be released on Monday. Don’t forget to follow me and join the quiz!","text":"Hello, everyone! It’s time for quiz!!!!!!!Our seventh question is: Tiger Brokers has expanded into which international markets?Remember to write your answer in the comment section and repost!The eighth question will be released on Monday. Don’t forget to follow me and join the quiz!","images":[{"img":"https://community-static.tradeup.com/news/6f2a775a9c1474bbe3d923942d1797e9","width":"1000","height":"1000"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188088876126304","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960038465,"gmtCreate":1668029678557,"gmtModify":1676537999180,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9960038465","repostId":"1174844507","repostType":4,"repost":{"id":"1174844507","kind":"news","pubTimestamp":1668008304,"share":"https://ttm.financial/m/news/1174844507?lang=en_US&edition=fundamental","pubTime":"2022-11-09 23:38","market":"us","language":"en","title":"History Points to a Post-Midterm Rally: Oppenheimer Suggests 3 Stocks to Ride the Momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=1174844507","media":"TipRanks","summary":"America goes to the only poll that counts, and tomorrow morning we’ll have a better picture of the n","content":"<div>\n<p>America goes to the only poll that counts, and tomorrow morning we’ll have a better picture of the next Congress. All indications point toward a hefty GOP win, and a consequent legislative check on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/history-points-to-a-post-midterm-rally-oppenheimer-suggests-3-stocks-to-ride-the-momentum\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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>History Points to a Post-Midterm Rally: Oppenheimer Suggests 3 Stocks to Ride the Momentum</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\">\nHistory Points to a Post-Midterm Rally: Oppenheimer Suggests 3 Stocks to Ride the Momentum\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 23:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/history-points-to-a-post-midterm-rally-oppenheimer-suggests-3-stocks-to-ride-the-momentum><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>America goes to the only poll that counts, and tomorrow morning we’ll have a better picture of the next Congress. All indications point toward a hefty GOP win, and a consequent legislative check on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/history-points-to-a-post-midterm-rally-oppenheimer-suggests-3-stocks-to-ride-the-momentum\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMRN":"拜玛林制药","PLYA":"Playa Hotels & Resorts NV","DASH":"DoorDash, Inc."},"source_url":"https://www.tipranks.com/news/article/history-points-to-a-post-midterm-rally-oppenheimer-suggests-3-stocks-to-ride-the-momentum","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174844507","content_text":"America goes to the only poll that counts, and tomorrow morning we’ll have a better picture of the next Congress. All indications point toward a hefty GOP win, and a consequent legislative check on the Democratic Administration.As for the stock market, if we look back at the past 70 years or so, we find reason for hope no matter the results of the vote. That’s because stocks have rallied after every single mid-term election since the Second World War. It’s no flash-in-the-pan effect either. According to the data, the S&P 500 shows gains for up to a year after a mid-term vote. And with the markets going into election day after 10 months of losses, there’s plenty of room for them to climb back up.In the words of Oppenheimer’s chief investment strategist John Stoltzfus, “Market history suggests to us that regardless of which party is considered the victor in the mid-term elections a rally of some kind is likely in the equity markets near term.”While Stoltzfus acknowledges that there are multiple issues which will drive markets into next year, the immediate post-election period should see a rally in stocks. Chalk it up to clarity; investors never like uncertain situations, and putting the elections behind us will add a degree of predictability to the next few months.So let’s assume that we’re in for a short-term rally in stocks. The question then become, which stocks to pick? And that’s where the stock analysts at Oppenheimer can help us. They’ve followed Stoltzfus’ lead, and picked out three equities that are likely to gain as the markets pick up some upward momentum. We’ve used the TipRanks platform to find out what makes them tick. Let’s take a closer look.DoorDash, Inc.(DASH)The first Oppenheimer pick is DoorDash, a Silicon Valley company in the world of online food ordering and food delivery services. The company boasts a market share of approximately 56%, making it the undisputed leader in the on-demand delivery niche. The service is accessed through a mobile app, and operates in 27 countries around the world, and from the beginning of 2020 through to 3Q22, the company has generated over $70 billion in sales for affiliated merchants along with more than $25 billion in cumulative earnings for its drivers.Taking a look at the 3Q numbers, we find that DoorDash has reported rising revenue in each of the last five quarters. The current top line is $1.7 billion, up 33% year-over-year. This was supported by 27% y/y growth in total orders, to 439 million for the quarter, and a 30% gain in marketplace gross order volume, which hit $13.5 billion.The total order number was the key for the company, as it exceeded Wall Street’s forecast of 433 million. Investors and analysts were also pleased by the revenue number, which came in above the $1.63 billion expectation.These beats compensated for a deeper-than-expected earnings loss. The net EPS loss of 77 cents was significantly higher than the 60-cent forecast.Oppenheimer’s 5-star analystJason Helfsteinlooks at the half-full glass and upgrades DoorDash shares from Neutral to Outperform (i.e. Buy). Helfstein also sets a $70 price target to indicate room for ~35% upside in the coming year.Backing his stance, Helfstein wrote, “Increased disclosure shows improving US restaurant margins… As such, we forecast ’25 EBITDA of $1.5B, with GOV margins of 1.8%, up from 0.7% in ’22E. We forecast US restaurant contribution margins improving from 5.7% in ’22E to 6.1% in ’25E, with Int’l. & US non-restaurant contribution margins improving from -13.4% in ’22E to -2.4% in ’25E—based on 4–5% incremental margins. 3Q showed continued strength, despite uncertain macro.”“We believe DoorDash can leverage its early focus on suburban markets to gain traction in Tier-1 markets and continue expanding its current market leader position,” the analyst summed up.Overall, there are 14 recent analyst reviews on file for DoorDash and they break down to 8 Buys against 6 Holds, for a Moderate Buy consensus rating. The stock is currently trading for $52.27 and has an $84.07 average price target; this implies ~61% potential gain in the next 12 months.Playa Hotels & Resorts(PLYA)The leisure industry was hit hard by the COVID lockdowns, but it has been enjoying a renaissance since last year, when economies began opening up and travel restrictions were loosened. The second stock our list, Playa Hotels, is owner, operator, and developer of hotel and resort locations in Mexico and the Caribbean. The company has 25 locations, at prime beachfronts, in Mexico, Jamaica, and the Dominican Republic, with a total of 9,352 rooms.The company reported its 3Q22 numbers earlier this week, and key figure to focus on was the occupancy rate. Playa reported that 73.8% of its rooms were occupied during the third quarter, a huge increase from the 59.3% reported in the year-ago period. The company’s total revenue, of $204.6 million, was up 35% year-over-year, and the adjusted net income came to $5.9 million – which compared favorably to the $13.7 million adjusted net loss in 3Q21. The company has been benefiting from high consumer demand for leisure travel and activities, post-COVID.Covering PLYA for Oppenheimer, analyst Tyler Batory takes an upbeat view of the company, noting: “We continue to think PLYA is well positioned to take advantage of leisure travel demand and should benefit from increased recognition of the all-inclusive business model by consumers. We also think it’s a positive that the company has not seen an increase in cancellation activity or a slowdown in booking demand outside of hurricane-related activity.”Following from this optimistic outlook, Batory gives the stock an Outperform (i.e. Buy) rating, and his $13 price target suggests it has a robust one-year gain of 121% ahead of it.This international resort operator has picked up 3 recent reviews on Wall Street – and those reviews are all positive, making for a unanimous Strong Buy consensus rating on the stock. Shares in PLYA are trading for $5.88 and the $12.33 average price target implies a 110% gain in the year ahead.BioMarin Pharmaceutical (BMRN)We’ll now shift to the biotech sector, where BioMarin Pharmaceutical is a pioneer in the treatment of rare genetic diseases. The company is working on the development and commercialization of new therapeutic agents for genetic-based diseases that cause debilitating or life-threatening conditions, and that currently lack any effective treatments.In addition to an active research pipeline, BioMarin also has a line-up of seven approved drugs currently on the market. These products generated over $464 million in revenues in 3Q22, out of $505 million total at the top line. The product revenues were up 26% year-over-year, and drove a total y/y revenue gain of 24%.The company’s lead revenue generator is Vimizim, a treatment for the genetic enzyme disorder Morquio A, which causes severe damage to bone, cartilage, and ligament tissues. BioMarin realized $155.5 million in Q3 revenue from Vimizim, up 14% from the year-ago period. The company’s drug Naglazyme showed the largest y/y revenue gain among the product line. This medication, a treatment for the progressive wasting condition Maroteaux-Lamy syndrome, saw revenues grow 40% y/y to reach $99.5 million.Turning to the company’s pipeline, the leading drug candidate is valoctocogene roxaparvovec, branded as roctavian. This is a new AAV gene therapy treatment for adult sufferers of hemophilia A. The drug has completed clinical trials and received approval for use in the European Union, and the approval process with the FDA, following the Biologics License Application, is progressing. The current PDUFA is March 31, 2023 – although there is a possibility of extending that by 3 months should the FDA require additional information.This is another stock that got a recent upgrade from Oppenheimer. AnalystLeland Gershellbumped the shares up from Neutral to Outperform (i.e. Buy), while setting a $110 price target that implies an upside of ~35% by the end of next year.Gershell believes BMRN is set for outperformance, noting: “Roctavian is in review for potential late March FDA approval for severe hemophilia A, tangible signs of reimbursement progress are being made as it enters European markets, Voxzogo is enjoying a strong global launch in achondroplasia, and BMRN is turning toward consistent profitability and positive cash flow generation—yet share shave only modestly risen above indices in 2022 (-8% vs. NBI -12% YTD). As we enter 2023, we believe the market’s increasing recognition of improving fundamentals and greater comfort around near- (and potentially longer) term revenue opportunities will translate into more pronounced outperformance.”Overall, it’s clear from the 13 recent analyst reviews that Wall Street likes this stock. The reviews include 11 Buys to 2 Holds for a Strong Buy consensus rating, and the $103.77 average price target suggests a 27% one-year upside from the trading price of $81.33.","news_type":1,"symbols_score_info":{"PLYA":0.9,"BMRN":0.9,"DASH":0.9}},"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984199018,"gmtCreate":1667554003035,"gmtModify":1676537936905,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9984199018","repostId":"2280054198","repostType":4,"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962008511,"gmtCreate":1669675398733,"gmtModify":1676538220136,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9962008511","repostId":"2286590595","repostType":4,"repost":{"id":"2286590595","kind":"highlight","pubTimestamp":1669650405,"share":"https://ttm.financial/m/news/2286590595?lang=en_US&edition=fundamental","pubTime":"2022-11-28 23:46","market":"us","language":"en","title":"Warren Buffett Just Bought These 3 Dividend Stocks With Yields of Over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2286590595","media":"Motley Fool","summary":"KEY POINTSParamount Global now ranks as one of the highest-yielding stocks in Berkshire's portfolio.","content":"<div>\n<p>KEY POINTSParamount Global now ranks as one of the highest-yielding stocks in Berkshire's portfolio.Buffett could be buying even more of Jefferies Financial Group.Berkshire's adding to its position in...</p>\n\n<a href=\"https://www.fool.com.au/2022/11/28/warren-buffett-just-bought-these-3-dividend-stocks-with-yields-of-over-3-usfeed/\">Source Link</a>\n\n</div>\n","source":"motleyfoolau_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>Warren Buffett Just Bought These 3 Dividend Stocks With Yields of Over 3%</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\">\nWarren Buffett Just Bought These 3 Dividend Stocks With Yields of Over 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 23:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2022/11/28/warren-buffett-just-bought-these-3-dividend-stocks-with-yields-of-over-3-usfeed/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSParamount Global now ranks as one of the highest-yielding stocks in Berkshire's portfolio.Buffett could be buying even more of Jefferies Financial Group.Berkshire's adding to its position in...</p>\n\n<a href=\"https://www.fool.com.au/2022/11/28/warren-buffett-just-bought-these-3-dividend-stocks-with-yields-of-over-3-usfeed/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","PARA":"Paramount Global","JEF":"杰富瑞"},"source_url":"https://www.fool.com.au/2022/11/28/warren-buffett-just-bought-these-3-dividend-stocks-with-yields-of-over-3-usfeed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286590595","content_text":"KEY POINTSParamount Global now ranks as one of the highest-yielding stocks in Berkshire's portfolio.Buffett could be buying even more of Jefferies Financial Group.Berkshire's adding to its position in Chevron in Q3 wasn't surprising.Don't believe for one second that Warren Buffett doesn't think about dividends. In his latest letter to Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) shareholders, he mentioned that the company received $785 million in dividends from just one stock in 2021 (it was Apple).Buffett's recent buys for Berkshire's portfolio also hints that dividends might have been on his mind. In the third quarter of 2022, he purchased eight stocks. Seven of them pay dividends. A few of them offer dividends that are quite attractive. Buffett just bought these three dividend stocks with yields of over 3%.1. Paramount GlobalParamount Global (NASDAQ: PARA) stands out as Buffett's only high-yield purchase in the third quarter. The media company's dividend yield currently tops 5.1%.Buffett's history with Paramount goes back to when the company was known as Viacom. He led Berkshire to open a position in Viacom in 2012. While the legendary investor later sold all of those shares, he apparently regained an interest in the stock in the first quarter of this year and has kept on buying.Berkshire now owns 15% of Paramount Global's outstanding class B shares. The stock hasn't been a winner for Buffett so far, though, with a year-to-date decline of close to 40%.What does the multibillionaire investor like about Paramount (other than its dividend)? Its valuation probably ranks high on the list. The stock trades below 12.8 times expected earnings.2. Jefferies Financial GroupBuffett has long been a fan of bank stocks. But he's become less enamored of the financial services sector lately. That's what makes Berkshire's new position in Jefferies Financial Group (NYSE: JEF) somewhat surprising.With a market cap of under $9 billion, Jefferies is much smaller than the other banks in Berkshire's portfolio. Unlike those other bigger corporations, Jefferies focuses only on investment banking and doesn't have a commercial banking unit. But it offers a dividend that rivals the big boys with a yield of more than 3.2%.Jefferies' stock has also outgained Berkshire's other bank stocks so far this year. However, Buffett's investment in the company played a key role in that outperformance.Berkshire owns only a tiny position in Jefferies, though. That could indicate that Buffett and his team began buying in the latter part of the third quarter and are continuing to scoop up shares in the fourth quarter.3. ChevronIt wasn't surprising whatsoever that Buffett added to his position in Chevron (NYSE: CVX) in the third quarter. The oil and gas giant is Berkshire's third-largest holding, including shares owned by its New England Asset Management subsidiary.Chevron's dividend yield of 3.1% is lower than it's been throughout much of the past 10 years. That's not because the company has cut its dividend, though. Actually, Chevron is a Dividend Aristocrat with 35 consecutive years of dividend increases.Instead, the company's dividend yield is lower because its stock price has risen so much. Chevron stock has soared nearly 60% year to date. That follows a 39% gain in 2021.Buffett seems to still think Chevron is attractively valued. Its shares trade at 11.2 times expected earnings. There's a good chance that this stock -- and its dividend -- go even higher.","news_type":1,"symbols_score_info":{"JEF":1,"PARA":1,"CVX":1}},"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968694419,"gmtCreate":1669200271731,"gmtModify":1676538166457,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968694419","repostId":"2285863595","repostType":4,"repost":{"id":"2285863595","kind":"highlight","pubTimestamp":1669189848,"share":"https://ttm.financial/m/news/2285863595?lang=en_US&edition=fundamental","pubTime":"2022-11-23 15:50","market":"us","language":"en","title":"Nvidia: Here We Go Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2285863595","media":"Seeking Alpha","summary":"SummaryOver the course of its short lifespan, NVDA has had to reinvent itself three times.It is clea","content":"<html><head></head><body><h2>Summary</h2><ul><li>Over the course of its short lifespan, NVDA has had to reinvent itself three times.</li><li>It is clear that there are some business segments, particularly with Data Center and Automotive, that are continuing to reach new heights, whereas Gaming and Professional Visualization continue to work through noticeable issues.</li><li>I believe NVDA is a phenomenal company that has managed to survive a plethora of situations that would have killed most companies.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebaf34d41fe0c4b791ed404fd8f152\" tg-width=\"750\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/><span>Justin Sullivan</span></p><p>Today, I will be providing an update on Nvidia (NASDAQ:NVDA) after their recent Q3 earnings report. Therein, I will discuss how the company has been in this position before, delve into their recent earnings, analyze the potential direction of the company and its various business segments going forwards, and more.</p><p><i>Note: All dollar values mentioned herein are in millions of USD.</i></p><p><b>Let’s get started</b></p><blockquote>“Mechanical things can go in a straight line. Time moves ahead continuously. So can a machine when it’s adequately powered. But processes in fields like history and economics involve people, and when people are involved, the results are variable and cyclical.” - Howard Marks</blockquote><p>There is something inherently beautiful about cyclicality. Booms and busts, highs and lows, euphoria and despair; these feelings are directly connected with the human condition, and creep their way into the institutions and complex systems that make up the very fabric of the world we inhabit today. These phenomena directly impact society and economies at large, and have repeated countless amounts of time throughout history. There is no doubt that as we exit an environment impacted by pandemic-fueled market euphoria, and as the “easy-money era” of QE comes to an end, we are entering into hard times, an inevitability given the cyclical nature of markets. With inflationary pressures rearing their ugly head, shortages turning into gluts, and the deterioration of stability creeping its way into a variety of our systems, many companies that were putting up record numbers a few months prior to now are now struggling to deal with a plethora of headwinds.</p><p><b>NVDA is one of those companies - but this is a place that they’ve been before…</b></p><p>In April of 1993 three young electrical engineers, Chris Malachowsky, Curtis Priem, and the now-CEO, Jen-Hsun Huang, decided to start a company that would create specialized chips in a San Jose Denny’s. With the benefit of hindsight, it is amazing that a company that now stands at the forefront of computing had such humble beginnings. Being that as it may, the journey to that point was not without its ups and downs.</p><p>Take the launch of their first chip as an example. In 1995, the company went to market with their NV1 product, an effort that proved to be disastrous, resulting in a $10M loss and a layoff of half their then 80 person team, actions deemed essential to avoid imminent bankruptcy. Scattered throughout the remainder of NVDA’s history are situations where the company seemed to be quickly approaching destruction. As outlined in my original NVDA deep-dive, the rocky roads experienced of late aren’t even the worst drawdowns that NVDA shareholders have experienced:</p><p><img src=\"https://static.tigerbbs.com/6bc8e0145862d5dec1462b3dbb2e6f64\" tg-width=\"1280\" tg-height=\"662\" referrerpolicy=\"no-referrer\"/></p><p>Over the course of its short lifespan, NVDA has had to reinvent itself three times. The company started off focused on PC graphics, pivoted to a centricity around programmable shaders, and now finds itself benefitting from a boom in parallel processing computing, bolstering several specialities ranging from visual computing, energy efficient programming, the go-to hardware choice at the forefront of the rapidly expanding data center and the AI applications therein, and more. Despite the plethora of opportunities the company has in front of it, NVDA finds itself, yet again, at a cross-road. With no end in sight to the downturn we find ourself in, it begs the question - will NVDA come out from this reinvented or will the weights on their shoulders continue to increase for the foreseeable future?</p><h2>Let’s dig into their most recent earnings to find out</h2><p>Starting off with revenues, overall top-line beat by 2.2%, coming in at approximately $5.931B vs. the consensus estimates of $5.805B, a decent surprise given the doom &amp; gloom that has been surrounding the company of late but still a noticeable decline YoY, decelerating 16.5%:</p><p><img src=\"https://static.tigerbbs.com/fa5defc38c0bd23b32f11a39260ebf21\" tg-width=\"360\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Despite this clear deceleration, how exactly have each of the business segments of NVDA been performing? NVDA exists as a full-stack company (i.e., with both software and hardware expertise), and as described in-depth in my NVDA deep-dive, primarily operates in four different business segments: Data Center, Gaming, Professional Visualization, Automotive.</p><p>Data Center is primarily focused on providing hardware and software solutions for a variety of use cases ranging from AI to HPC, geared at hyperscalers, enterprise clients, research institutions, etc., as the end-users. Gaming is relatively self-explanatory and includes the company offering their graphical processing units for gaming PCs and laptops, in addition to a few other smaller bets such as the cloud gaming offering and multimedia devices, which understandably take a back-seat to the aforementioned gaming hardware, and are not something I expect to be hugely rewarding to shareholders going forward. Professional visualization encompasses a host of functionality but can be loosely defined as solutions aimed at 3D rendering, which work in conjunction with the company’s GPU architectures and associated computing languages, including the likes of Iray, Mental Ray, MDL, DesignWorks, etc. These products allow customers to create custom rendering applications, are tied to the company’s omniverse activities, etc. Automotive encompasses a series of hardware, software and infrastructure offerings such as the DRIVE supercomputing platform, software that leverages bundles of data gathered with hardware to assist with companies creating autonomous driving capabilities, as well as offerings tiered to data center and launchpad that allow customers to create AI and accelerated computing procedures related to autonomous vehicles.</p><p>Starting off with Data Center, this segment generated record numbers, increasing 31% YoY to come in at approximately $3.8B.</p><p><img src=\"https://static.tigerbbs.com/1bd118aa68643730db5871ae1b66c2f1\" tg-width=\"361\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>The data center segment, as outlined on the conference call, benefitted from heightened demand from US cloud providers and consumer internet companies. In addition, management also illustrated how they stand to benefit from increased instances of, and a desire for, accelerative computing, deep-recommender systems and large language models, as well as generative AI going forwards. The company is obviously at the forefront of some exciting developments, but heading into a recessionary environment we will have to monitor if spend in these area deteriorates as customers tighten the belt of spend associated with innovative computing efforts.</p><p>Notably, per management, the company has supposedly been able to navigate recent crises relatively well. As has been the hot topic of debate lately, NVDA was directly impacted by various parameters of the recent chip ban, of which ensures that integrated circuits with certain technical parameters were not able to be shipped to China. Put simply, the highest performing pieces of integrated circuitry were essentially prevented from making their way into the country, a direct attack on the country’s abilities to garner top-tier AI capabilities. As such, this dampened the company’s ability to export A100 and H100 products to China.</p><p>In response, NVDA came out with the A800 product as an alternative, a piece of hardware that abides to the US government export regulations and is unable to be programmed to exceed them. As a result, management outlined that these changes were able to largely offset the weakness associated with the restrictions, citing the fact that weakness in China overall, a phenomenon that was alluded to pre-restrictions, was the more noticeable deterrent of performance. Although the accuracy of these statements is up in the air, it will be interesting to see if A800s are able to be sufficient enough to be a full-on alternative, or if this will result in Chinese companies creating their own hardware and CUDA-like-alternative that ends up displacing the moat that NVDA currently finds themselves benefitting from. Only time will tell.</p><p>Moving on, it was no surprise that gaming came in weak, dwindling 51% YoY to come in at $1.574B in revenue for the quarter.</p><p><img src=\"https://static.tigerbbs.com/54cf549e710d9e80962fef76b2b09cc3\" tg-width=\"361\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>NVDA mentioned the fact that they expect normalization and slight sequential growth going forwards, a phenomenon that may illustrate they’ve hit a bottom in this segment, but a phenomenon I find unlikely given the high-end ASP associated with their new graphics cards heading into a macroeconomic environment with deteriorating conditions. The pandemic was arguably the largest change we’ve seen to consumer behaviour seen in a very long time, and the pull-forward in associated spending that occurred as a result of lax monetary conditions and ludicrous fiscal stimulus was noticeable. Even despite their new hardware launches, the company is still facing the headwinds associated with inventory challenges, a phenomenon reflected by the lower sell-in they had with partners to help them align channel inventory this quarter, and a myriad of issues such as with crypto-market changes that contributed to an increase in secondhand market supply, as an example. I believe it will be a few quarters at the very least before gaming shows any signs of putting these issues in the rearview.</p><p>Automotive, though a lower proportion of total revenue, increased 86% YoY, a result of DRIVE orin-based production ramps scaling. NVDA outlined that this segment is likely to experience a sequential increase going forward, and they anticipate this to evolve into their next multi-billion dollar platform. Again given the macro environment it will be interesting to see how that counteracts a cutback in spending that may occur in the next few quarters; although there is no doubt that auto companies are focusing on these endeavours:</p><p><img src=\"https://static.tigerbbs.com/98da920b4f704d48e8dbf46e1428b319\" tg-width=\"361\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Lastly, professional visualization tanked, decreasing approximately 65% on a YoY basis and coming in at approximately $200M for the quarter. Again management cited these results are attributable to a continuation of the need to work through channel inventory issues, a phenomenon that they don’t anticipate to normalize heading into Q4.</p><p><img src=\"https://static.tigerbbs.com/7115809c8b8446e56316db6052e37f0b\" tg-width=\"361\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><h2>When all of the segments are brought together, here’s how things look</h2><p>It is clear that there are some business segments, particularly with Data Center and Automotive, that are continuing to reach new heights, whereas Gaming and Professional Visualization continue to work through noticeable issues. Bringing these segments together, it is evident that the company is now severely reliant on the performance of the data center, a phenomenon that is both exciting given the dominant market share they hold in this segment and the high ceiling of growth potential, but also a source of potential fragility given the potential contraction in data center expenditures that may be looming over the horizon.</p><p><img src=\"https://static.tigerbbs.com/d4b2a91b8bc45c189d2c28c591028ff7\" tg-width=\"664\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/4793e0657604480db9da5e2b56c4dd84\" tg-width=\"682\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>All segments, spare Automotive are already in or are moving towards deceleration, and when viewed alongside the company’s guidance, this is even more concerning. Revenues are expected to come in at approximately $6B for Q4, with every segment spare professional visualization expected to increase sequentially. Given the small delta that exists between projected Q4 estimates and Q3 numbers ($6B vs. approximately $5.9B) this essentially means that the three segments experiencing QoQ increases will likely increase negligibly. With the company’s still-premium multiple and their behaviour conveying they may be experiencing negligible growth heading into 2023, this may point towards inevitable further compression of their market value going forwards.</p><p>The company’s GAAP margins do not paint any better of a picture. Gross Margins declined YoY from 65% to 54%, feeling the brunt of a $700M charge associated with lower data center demand in China, offset by a warranty benefit of approximately $70M. Operating expenses soared as a % of total revenue, coming in at approximately 43% of top-line compared to approximately 28% last year, primarily attributable to increased compensation and data infrastructure costs. Resultantly, operating margins declined, coming in at 10% for the quarter compared to 38% last year. Although the company’s revenue guide and gross margin guide (63% anticipated) are not horrible, they anticipate operating expenses to remain flat at approximately $2.56B. Performing basic calculations we arrive at the fact that operating margins for Q4 are likely to be approximately 20%, an improvement QoQ but still not indicative of NVDA being out of the woods just yet.</p><p><img src=\"https://static.tigerbbs.com/d3f93417f6a16c247d05903b740a1bbc\" tg-width=\"361\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/4168fb61ef492d69d08d3e9c0217743b\" tg-width=\"361\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Dwindling margins, combined with a relatively consistent capex profile that matches previous years, resulted in the company’s free cash flow coming in at approximately $(156)M for the quarter, and this is even taking into consideration approximately $745M in SBC included in CFO, highlighting that the company has been creeping into cash burning mode, a phenomenon that will need to be monitored:</p><p><img src=\"https://static.tigerbbs.com/e461c6aa50611cf88338208979b04f34\" tg-width=\"529\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/></p><p>Looking at the company’s 9M values and taking into consideration the guidance, we are likely to see the lowest FY FCF margin values in quite some time.</p><p><img src=\"https://static.tigerbbs.com/eed0abd3cd8d3c9da42ded213f6e1bba\" tg-width=\"361\" tg-height=\"216\" referrerpolicy=\"no-referrer\"/></p><p>In short, for the time being FCF is declining in a manner that is non-accretive to shareholders. Lastly, it is worth discussing the company’s inventories, of which have bloated up over the course of the last year, increasing to approximately $4.45B for the quarter, 75% of revenue compared to 31% of revenue for the same time last year:</p><p><img src=\"https://static.tigerbbs.com/b64d222246c8d7ae8ab72e1fe4bda3ac\" tg-width=\"455\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>On the conference call, NVDA’s CFO indicated that their inventory on hand was largely due to the upcoming architectures the company has coming to market including ADA, hopper, and other hardware related to their networking business. Although the company says they are always to looking at their inventory levels at the end of each quarter in an anticipatory nature, it is slightly hard to believe that the company’s inventory solely swelled as a result of these actions. In August, and many months prior, it was noted that NVDA was struggling with excess inventory associated with their RTX-3000 series ahead of the RTX-4000 launch. Given the nature of secondary markets at the moment, I find it is unlikely the company was able to normalize the RTX-3000 inventory bloating that quickly, given the state of the environment we are in right now. Inventory looks poor and only time will tell if they are able to normalize this swell heading into an increasingly difficult period.</p><p>In short, if I had to give a TLDR on the situation at NVDA at the moment it would be as follows:</p><ul><li><p>The company stands at the forefront of arguably some of the most promising subsections of the technology sector today. AI will likely be world-changing and through their data center business segment, NVDA is likely to reap the rewards given their 80%+ recent accelerator market share.</p></li><li><p>Gaming will likely recover as we enter into a more stable macroeconomic environment. This popular entertainment source is going nowhere and is likely to grow above GDP for sometime. NVDA will need to focus on not wilting on ever-growing competitive pressures and weather the aforementioned headwinds before reaping any reward.</p></li><li><p>Automotive is promising and is what the company believes to be their next multi-billion dollar platform. Although it is sustaining commendable growth thus far, only time will tell if customer spend will increase linearly, or if expenditures are reeled back in during economic turmoil due to the far-fetched nature of these engineering developments overall.</p></li><li><p>Similar to gaming, professional visualization will likely normalize heading into a more rosy economic situation, however, short-term inventory headwinds will continue to impact the segment heading into next quarter and likely for some time afterwards.</p></li><li><p>NVDA growth is concerning and with their new guidance it looks like even their best performing business segments are heading to a standstill. We’re at an interesting point in markets at the moment. Despite extreme financial tightness, the economy as a whole hasn’t deteriorated into disastrous areas. As the Fed likely continues to put their foot on the gas, a recession heading into next year is likely in my opinion. Given that, as well as the fact that S&amp;P 500 earnings are still too rosy and have yet to be downgraded to levels seen in previous recessions, I believe there may be further pain in equity markets. General market-based and economic weakness, combined with the fact that NVDA still has a relatively premium multiple and is unlikely to be able to sustain the levels of growth that they’ve been able to in the past, likely warrants further compression in the equity. With margins yet to recover to stable levels, continued relatively egregious SBC, and an unfavourable inventory situation, the amount of FCF made available to shareholders is likely to remain bleak for the next few quarters.</p></li></ul><p>In short, and as I alluded to in my original deep-dive, I believe NVDA is a phenomenal company that has managed to survive a plethora of situations that would have killed most companies. Given the spaces they operate at the forefront of, if they’re able to come out of this environment stronger, they’re likely to reap substantial rewards. Until then, I believe further short-term pain may be inevitable. We saw multiple compression when the company went through hardship at the end of the last decade, and I don’t think it is unreasonable to expect a similar or worse situation heading into a prolonged bear market, or one where a V-shaped recovery isn’t as probable. Time will tell if my hunches are right here.</p><p><img src=\"https://static.tigerbbs.com/892bb319ef3cc312a20559d54393c858\" tg-width=\"1280\" tg-height=\"662\" referrerpolicy=\"no-referrer\"/></p><p><i>This article is written by MT Capital Research for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Here We Go Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; 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}\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: Here We Go Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-23 15:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559886-nvidia-here-we-go-again><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOver the course of its short lifespan, NVDA has had to reinvent itself three times.It is clear that there are some business segments, particularly with Data Center and Automotive, that are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559886-nvidia-here-we-go-again\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4543":"AI","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4527":"明星科技股","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4503":"景林资产持仓","BK4529":"IDC概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4554":"元宇宙及AR概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0109392836.USD":"富兰克林科技股A","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU2063271972.USD":"富兰克林创新领域基金","BK4549":"软银资本持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","NVDA":"英伟达","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4551":"寇图资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999002232.USD":"Allianz Global High Payout USD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD"},"source_url":"https://seekingalpha.com/article/4559886-nvidia-here-we-go-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285863595","content_text":"SummaryOver the course of its short lifespan, NVDA has had to reinvent itself three times.It is clear that there are some business segments, particularly with Data Center and Automotive, that are continuing to reach new heights, whereas Gaming and Professional Visualization continue to work through noticeable issues.I believe NVDA is a phenomenal company that has managed to survive a plethora of situations that would have killed most companies.Justin SullivanToday, I will be providing an update on Nvidia (NASDAQ:NVDA) after their recent Q3 earnings report. Therein, I will discuss how the company has been in this position before, delve into their recent earnings, analyze the potential direction of the company and its various business segments going forwards, and more.Note: All dollar values mentioned herein are in millions of USD.Let’s get started“Mechanical things can go in a straight line. Time moves ahead continuously. So can a machine when it’s adequately powered. But processes in fields like history and economics involve people, and when people are involved, the results are variable and cyclical.” - Howard MarksThere is something inherently beautiful about cyclicality. Booms and busts, highs and lows, euphoria and despair; these feelings are directly connected with the human condition, and creep their way into the institutions and complex systems that make up the very fabric of the world we inhabit today. These phenomena directly impact society and economies at large, and have repeated countless amounts of time throughout history. There is no doubt that as we exit an environment impacted by pandemic-fueled market euphoria, and as the “easy-money era” of QE comes to an end, we are entering into hard times, an inevitability given the cyclical nature of markets. With inflationary pressures rearing their ugly head, shortages turning into gluts, and the deterioration of stability creeping its way into a variety of our systems, many companies that were putting up record numbers a few months prior to now are now struggling to deal with a plethora of headwinds.NVDA is one of those companies - but this is a place that they’ve been before…In April of 1993 three young electrical engineers, Chris Malachowsky, Curtis Priem, and the now-CEO, Jen-Hsun Huang, decided to start a company that would create specialized chips in a San Jose Denny’s. With the benefit of hindsight, it is amazing that a company that now stands at the forefront of computing had such humble beginnings. Being that as it may, the journey to that point was not without its ups and downs.Take the launch of their first chip as an example. In 1995, the company went to market with their NV1 product, an effort that proved to be disastrous, resulting in a $10M loss and a layoff of half their then 80 person team, actions deemed essential to avoid imminent bankruptcy. Scattered throughout the remainder of NVDA’s history are situations where the company seemed to be quickly approaching destruction. As outlined in my original NVDA deep-dive, the rocky roads experienced of late aren’t even the worst drawdowns that NVDA shareholders have experienced:Over the course of its short lifespan, NVDA has had to reinvent itself three times. The company started off focused on PC graphics, pivoted to a centricity around programmable shaders, and now finds itself benefitting from a boom in parallel processing computing, bolstering several specialities ranging from visual computing, energy efficient programming, the go-to hardware choice at the forefront of the rapidly expanding data center and the AI applications therein, and more. Despite the plethora of opportunities the company has in front of it, NVDA finds itself, yet again, at a cross-road. With no end in sight to the downturn we find ourself in, it begs the question - will NVDA come out from this reinvented or will the weights on their shoulders continue to increase for the foreseeable future?Let’s dig into their most recent earnings to find outStarting off with revenues, overall top-line beat by 2.2%, coming in at approximately $5.931B vs. the consensus estimates of $5.805B, a decent surprise given the doom & gloom that has been surrounding the company of late but still a noticeable decline YoY, decelerating 16.5%:Despite this clear deceleration, how exactly have each of the business segments of NVDA been performing? NVDA exists as a full-stack company (i.e., with both software and hardware expertise), and as described in-depth in my NVDA deep-dive, primarily operates in four different business segments: Data Center, Gaming, Professional Visualization, Automotive.Data Center is primarily focused on providing hardware and software solutions for a variety of use cases ranging from AI to HPC, geared at hyperscalers, enterprise clients, research institutions, etc., as the end-users. Gaming is relatively self-explanatory and includes the company offering their graphical processing units for gaming PCs and laptops, in addition to a few other smaller bets such as the cloud gaming offering and multimedia devices, which understandably take a back-seat to the aforementioned gaming hardware, and are not something I expect to be hugely rewarding to shareholders going forward. Professional visualization encompasses a host of functionality but can be loosely defined as solutions aimed at 3D rendering, which work in conjunction with the company’s GPU architectures and associated computing languages, including the likes of Iray, Mental Ray, MDL, DesignWorks, etc. These products allow customers to create custom rendering applications, are tied to the company’s omniverse activities, etc. Automotive encompasses a series of hardware, software and infrastructure offerings such as the DRIVE supercomputing platform, software that leverages bundles of data gathered with hardware to assist with companies creating autonomous driving capabilities, as well as offerings tiered to data center and launchpad that allow customers to create AI and accelerated computing procedures related to autonomous vehicles.Starting off with Data Center, this segment generated record numbers, increasing 31% YoY to come in at approximately $3.8B.The data center segment, as outlined on the conference call, benefitted from heightened demand from US cloud providers and consumer internet companies. In addition, management also illustrated how they stand to benefit from increased instances of, and a desire for, accelerative computing, deep-recommender systems and large language models, as well as generative AI going forwards. The company is obviously at the forefront of some exciting developments, but heading into a recessionary environment we will have to monitor if spend in these area deteriorates as customers tighten the belt of spend associated with innovative computing efforts.Notably, per management, the company has supposedly been able to navigate recent crises relatively well. As has been the hot topic of debate lately, NVDA was directly impacted by various parameters of the recent chip ban, of which ensures that integrated circuits with certain technical parameters were not able to be shipped to China. Put simply, the highest performing pieces of integrated circuitry were essentially prevented from making their way into the country, a direct attack on the country’s abilities to garner top-tier AI capabilities. As such, this dampened the company’s ability to export A100 and H100 products to China.In response, NVDA came out with the A800 product as an alternative, a piece of hardware that abides to the US government export regulations and is unable to be programmed to exceed them. As a result, management outlined that these changes were able to largely offset the weakness associated with the restrictions, citing the fact that weakness in China overall, a phenomenon that was alluded to pre-restrictions, was the more noticeable deterrent of performance. Although the accuracy of these statements is up in the air, it will be interesting to see if A800s are able to be sufficient enough to be a full-on alternative, or if this will result in Chinese companies creating their own hardware and CUDA-like-alternative that ends up displacing the moat that NVDA currently finds themselves benefitting from. Only time will tell.Moving on, it was no surprise that gaming came in weak, dwindling 51% YoY to come in at $1.574B in revenue for the quarter.NVDA mentioned the fact that they expect normalization and slight sequential growth going forwards, a phenomenon that may illustrate they’ve hit a bottom in this segment, but a phenomenon I find unlikely given the high-end ASP associated with their new graphics cards heading into a macroeconomic environment with deteriorating conditions. The pandemic was arguably the largest change we’ve seen to consumer behaviour seen in a very long time, and the pull-forward in associated spending that occurred as a result of lax monetary conditions and ludicrous fiscal stimulus was noticeable. Even despite their new hardware launches, the company is still facing the headwinds associated with inventory challenges, a phenomenon reflected by the lower sell-in they had with partners to help them align channel inventory this quarter, and a myriad of issues such as with crypto-market changes that contributed to an increase in secondhand market supply, as an example. I believe it will be a few quarters at the very least before gaming shows any signs of putting these issues in the rearview.Automotive, though a lower proportion of total revenue, increased 86% YoY, a result of DRIVE orin-based production ramps scaling. NVDA outlined that this segment is likely to experience a sequential increase going forward, and they anticipate this to evolve into their next multi-billion dollar platform. Again given the macro environment it will be interesting to see how that counteracts a cutback in spending that may occur in the next few quarters; although there is no doubt that auto companies are focusing on these endeavours:Lastly, professional visualization tanked, decreasing approximately 65% on a YoY basis and coming in at approximately $200M for the quarter. Again management cited these results are attributable to a continuation of the need to work through channel inventory issues, a phenomenon that they don’t anticipate to normalize heading into Q4.When all of the segments are brought together, here’s how things lookIt is clear that there are some business segments, particularly with Data Center and Automotive, that are continuing to reach new heights, whereas Gaming and Professional Visualization continue to work through noticeable issues. Bringing these segments together, it is evident that the company is now severely reliant on the performance of the data center, a phenomenon that is both exciting given the dominant market share they hold in this segment and the high ceiling of growth potential, but also a source of potential fragility given the potential contraction in data center expenditures that may be looming over the horizon.All segments, spare Automotive are already in or are moving towards deceleration, and when viewed alongside the company’s guidance, this is even more concerning. Revenues are expected to come in at approximately $6B for Q4, with every segment spare professional visualization expected to increase sequentially. Given the small delta that exists between projected Q4 estimates and Q3 numbers ($6B vs. approximately $5.9B) this essentially means that the three segments experiencing QoQ increases will likely increase negligibly. With the company’s still-premium multiple and their behaviour conveying they may be experiencing negligible growth heading into 2023, this may point towards inevitable further compression of their market value going forwards.The company’s GAAP margins do not paint any better of a picture. Gross Margins declined YoY from 65% to 54%, feeling the brunt of a $700M charge associated with lower data center demand in China, offset by a warranty benefit of approximately $70M. Operating expenses soared as a % of total revenue, coming in at approximately 43% of top-line compared to approximately 28% last year, primarily attributable to increased compensation and data infrastructure costs. Resultantly, operating margins declined, coming in at 10% for the quarter compared to 38% last year. Although the company’s revenue guide and gross margin guide (63% anticipated) are not horrible, they anticipate operating expenses to remain flat at approximately $2.56B. Performing basic calculations we arrive at the fact that operating margins for Q4 are likely to be approximately 20%, an improvement QoQ but still not indicative of NVDA being out of the woods just yet.Dwindling margins, combined with a relatively consistent capex profile that matches previous years, resulted in the company’s free cash flow coming in at approximately $(156)M for the quarter, and this is even taking into consideration approximately $745M in SBC included in CFO, highlighting that the company has been creeping into cash burning mode, a phenomenon that will need to be monitored:Looking at the company’s 9M values and taking into consideration the guidance, we are likely to see the lowest FY FCF margin values in quite some time.In short, for the time being FCF is declining in a manner that is non-accretive to shareholders. Lastly, it is worth discussing the company’s inventories, of which have bloated up over the course of the last year, increasing to approximately $4.45B for the quarter, 75% of revenue compared to 31% of revenue for the same time last year:On the conference call, NVDA’s CFO indicated that their inventory on hand was largely due to the upcoming architectures the company has coming to market including ADA, hopper, and other hardware related to their networking business. Although the company says they are always to looking at their inventory levels at the end of each quarter in an anticipatory nature, it is slightly hard to believe that the company’s inventory solely swelled as a result of these actions. In August, and many months prior, it was noted that NVDA was struggling with excess inventory associated with their RTX-3000 series ahead of the RTX-4000 launch. Given the nature of secondary markets at the moment, I find it is unlikely the company was able to normalize the RTX-3000 inventory bloating that quickly, given the state of the environment we are in right now. Inventory looks poor and only time will tell if they are able to normalize this swell heading into an increasingly difficult period.In short, if I had to give a TLDR on the situation at NVDA at the moment it would be as follows:The company stands at the forefront of arguably some of the most promising subsections of the technology sector today. AI will likely be world-changing and through their data center business segment, NVDA is likely to reap the rewards given their 80%+ recent accelerator market share.Gaming will likely recover as we enter into a more stable macroeconomic environment. This popular entertainment source is going nowhere and is likely to grow above GDP for sometime. NVDA will need to focus on not wilting on ever-growing competitive pressures and weather the aforementioned headwinds before reaping any reward.Automotive is promising and is what the company believes to be their next multi-billion dollar platform. Although it is sustaining commendable growth thus far, only time will tell if customer spend will increase linearly, or if expenditures are reeled back in during economic turmoil due to the far-fetched nature of these engineering developments overall.Similar to gaming, professional visualization will likely normalize heading into a more rosy economic situation, however, short-term inventory headwinds will continue to impact the segment heading into next quarter and likely for some time afterwards.NVDA growth is concerning and with their new guidance it looks like even their best performing business segments are heading to a standstill. We’re at an interesting point in markets at the moment. Despite extreme financial tightness, the economy as a whole hasn’t deteriorated into disastrous areas. As the Fed likely continues to put their foot on the gas, a recession heading into next year is likely in my opinion. Given that, as well as the fact that S&P 500 earnings are still too rosy and have yet to be downgraded to levels seen in previous recessions, I believe there may be further pain in equity markets. General market-based and economic weakness, combined with the fact that NVDA still has a relatively premium multiple and is unlikely to be able to sustain the levels of growth that they’ve been able to in the past, likely warrants further compression in the equity. With margins yet to recover to stable levels, continued relatively egregious SBC, and an unfavourable inventory situation, the amount of FCF made available to shareholders is likely to remain bleak for the next few quarters.In short, and as I alluded to in my original deep-dive, I believe NVDA is a phenomenal company that has managed to survive a plethora of situations that would have killed most companies. Given the spaces they operate at the forefront of, if they’re able to come out of this environment stronger, they’re likely to reap substantial rewards. Until then, I believe further short-term pain may be inevitable. We saw multiple compression when the company went through hardship at the end of the last decade, and I don’t think it is unreasonable to expect a similar or worse situation heading into a prolonged bear market, or one where a V-shaped recovery isn’t as probable. Time will tell if my hunches are right here.This article is written by MT Capital Research for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983049343,"gmtCreate":1666132629283,"gmtModify":1676537709144,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983049343","repostId":"1193778940","repostType":4,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989599412,"gmtCreate":1666046158937,"gmtModify":1676537695144,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989599412","repostId":"1102401846","repostType":4,"repost":{"id":"1102401846","kind":"news","pubTimestamp":1666017564,"share":"https://ttm.financial/m/news/1102401846?lang=en_US&edition=fundamental","pubTime":"2022-10-17 22:39","market":"us","language":"en","title":"British U-Turn Shows Central Banks Still Rule (and That’s Not Always Good)","url":"https://stock-news.laohu8.com/highlight/detail?id=1102401846","media":"the wall street journal","summary":"On Monday, U.K. Treasury chief, Jeremy Hunt, rolled back about £32 billion of the £45 billion in tax","content":"<div>\n<p>On Monday, U.K. Treasury chief, Jeremy Hunt, rolled back about £32 billion of the £45 billion in tax cuts promised by his predecessor.In its game of chicken with the U.K. government, the Bank of ...</p>\n\n<a href=\"https://www.wsj.com/articles/british-u-turn-shows-central-banks-still-rule-and-thats-not-always-good-11666016908?mod=rss_markets_main\">Source Link</a>\n\n</div>\n","source":"wsj_highlight","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>British U-Turn Shows Central Banks Still Rule (and That’s Not Always Good)</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\">\nBritish U-Turn Shows Central Banks Still Rule (and That’s Not Always Good)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 22:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/british-u-turn-shows-central-banks-still-rule-and-thats-not-always-good-11666016908?mod=rss_markets_main><strong>the wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On Monday, U.K. Treasury chief, Jeremy Hunt, rolled back about £32 billion of the £45 billion in tax cuts promised by his predecessor.In its game of chicken with the U.K. government, the Bank of ...</p>\n\n<a href=\"https://www.wsj.com/articles/british-u-turn-shows-central-banks-still-rule-and-thats-not-always-good-11666016908?mod=rss_markets_main\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/british-u-turn-shows-central-banks-still-rule-and-thats-not-always-good-11666016908?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102401846","content_text":"On Monday, U.K. Treasury chief, Jeremy Hunt, rolled back about £32 billion of the £45 billion in tax cuts promised by his predecessor.In its game of chicken with the U.K. government, the Bank of England has emerged victorious. Investors are relieved, but in truth nobody has much to celebrate.On Monday, U.K. Treasury chief Jeremy Huntrolled back £32 billion, equivalent to about $36 billion, out of the £45 billion in tax cuts promised by his predecessorKwasi Kwarteng. British sovereign bonds rallied, particularly those with shorter maturities.BOE Gov. Andrew Bailey’s gamble paid off. Last week, he reiterated that bond buying wouldn’t be extended, putting the pension-fund industry at risk. Gilts set the price for U.K. government borrowing but also are key for financial stability, so neither the BOE nor the Treasury could afford to let the volatility sparked by Mr. Kwarteng’s plans persist. But the government blinked first, after financial instability sparked a rebellion within the Conservative Party.The incident highlights why investors shouldre-evaluate bonds. Yields can only go so high relative to interest-rate expectations before officials are forced to intervene one way or another. The message for politicians is also clear: Even if central bankers ultimately step in during a crisis, antagonizing them can easily backfire, because they are harder to remove than elected officials.Contrary to recent chatter in the City of London and on Wall Street, though, it is doubtful investors ever genuinely feared so-called fiscal domination: U.K. politicians overriding the BOE and creating endless inflation. If that were the case, sterling’s initial drop against the eurowouldn’t have reversed so quickly.But this also means that Mr. Hunt’s U-turn doesn’t provide the economy, or the pound, with much upside from here.While it is good that Mr. Kwarteng’sill-conceived tax cutshave been canceled, U.K. policy is now more aimless than ever, trapped between another potential leadership battle and the prospect of a straight-jacketed government until as late as January 2025—the deadline for a parliamentary election. Mr. Hunt seems to be focused on reducing bond yields over the next two weeks so that, when the U.K.’s independent fiscal watchdog publishes its medium-term projections for public debt, they are a bit less scary. At current levels, a flat debt-to-output ratio in three years’ time would demand £40 billion more in annual savings, according toSamuel Tombsat Pantheon Macroeconomics.“All departments will need to redouble their efforts to find savings and some areas of spending will need to be cut,” Mr. Hunt said Monday.Such talk echoes the fiscal orthodoxy that sapped U.K. growth in the 2010s. Even the inflation-reducing energy-bill cap is set to be redrawn next year to reduce expenses. Public-sector austerity has become yet another risk for the country’s economy, on top of rising energy and mortgage costs and a shrinking labor force.After Monday’s gilt-market rally, yields remain elevated. The problem is that they are determined more by the central bank than by the stock of government debt, and the BOE finds it easier to ignore concerns other than high inflation. It has refused to act more decisively to help pension funds unwind their leverage quickly—leverage motivated by accounting standards enforced by regulators—and even remains committed to selling its own bond portfolio. Since Mr. Baileysaid in a speech Saturdaythat these bond sales aren’t part of setting monetary policy, the only rationale for not suspending them can be establishing its own supremacy over the Treasury.An important learning from the post-2008 period was that some coordination between governments and central banks can lead to better outcomes. As the U.K. has so dramatically shown, this also risks getting eroded by rising interest rates.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917302097,"gmtCreate":1665438960020,"gmtModify":1676537604138,"author":{"id":"3574044380631135","authorId":"3574044380631135","name":"Alkid","avatar":"https://static.tigerbbs.com/d584ca72b32575d58fab92034b2973bc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574044380631135","authorIdStr":"3574044380631135"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9917302097","repostId":"1129204631","repostType":4,"repost":{"id":"1129204631","kind":"news","pubTimestamp":1665415321,"share":"https://ttm.financial/m/news/1129204631?lang=en_US&edition=fundamental","pubTime":"2022-10-10 23:22","market":"us","language":"en","title":"The 2022 Bear Market Cycle May Be Far From Over","url":"https://stock-news.laohu8.com/highlight/detail?id=1129204631","media":"Seeking Alpha","summary":"SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.</li><li>However, that doesn&#39;t mean it will be the bottom.</li><li>Whether the market bottoms or not will depend on interest rates.</li></ul><p>The bear market of 2022 still has further to run based on historical trends and valuations versus interest rates. The 2022 S&amp;P 500 continues to trace bear markets of 1937, 2000, and 2008, which is more an indication of the ebb and flow of human nature than past and future events.</p><p>The mid-August peak served as another turning point for the S&amp;P 500, leading to a new September low. At this point, the historical references of the great bear markets of the past suggest another low is due sometime around October 25, give or take a couple of days, followed by an upward move and perhaps some consolidation.</p><p><img src=\"https://static.tigerbbs.com/49a5b3b87d56cd4bd4441ffe78d7917b\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>An October New Low?</b></p><p>From a perspective of events that could lead to a continued decline and bottom at the end of October, a better-than-feared earnings season could be one such event. Whether a late October low will be the bottom or a short-term low is yet to be seen, but given how high valuations are, more work will need to be done for the bottom to be put in place.</p><p>It&#39;s All About Rates</p><p>The S&amp;P 500 earnings yield for 2022 minus the 10-Yr real yield is currently 4.56%. Historically, that is at the lower end of the range and associated with market tops, not bottoms. For example, the 4.5% region was visited in December 2016, January 2018, October 2018, and June 2020. The only case that didn&#39;t see a significant decline was in December 2016, when the index consolidated sideways for nearly three months.</p><p><img src=\"https://static.tigerbbs.com/cbe9b42330ab57d8cb7fcad9ad287b66\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Since 2014, the average spread between the S&amp;P 500 current year earnings yields and the 10-Yr real yield has been around 5.2%, with a standard deviation range of 4.87% to 5.57%. Currently, the S&amp;P 500 premium to the 10-yr TIP is more than two standard deviations from the average. The spread would need to rise by 30 bps to get the index back to within one standard deviation, or by 65 bps to return to the historical average.</p><p><img src=\"https://static.tigerbbs.com/716b902ff03171d3d6501fc54cd5e4ff\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Another 9% Decline?</p><p>The S&amp;P 500 has an earnings yield based on 2022 earnings estimates of 6.17%. An increase of 30 bps would increase the yield to 6.47%, and an increase of 60 bps would increase the yield to 6.77%. The earnings yield is simply the inverse of the PE ratio, which means the current PE ratio is 16.2 and would need to fall to 15.4 or 14.7 to bring the S&amp;P 500 back to a historically average fair value.</p><p>With the earnings estimates for 2022 currently tracking at $224.73, it would value the S&amp;P 500 in a range of 3,460 to 3,300. That would equal a further decline in the index of around 5% to 9%.</p><p><img src=\"https://static.tigerbbs.com/65e039fb8224601f45af66fa8d842e51\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>What will tell us when this bear market is over is more likely to be interest rates and the dollar index, as these will likely provide a much better signal than other metrics. Because if rates continue to rise, the S&amp;P 500 will need to continue to decline with the pace of rates risings.</p><p>Rate Cuts?</p><p>Typically, the 10-year minus the 2-year spread tells us when the Fed is about to start cutting rates. It is at the point where the spread begins to rise that tends to serve as the best reference for the end of a rate-hiking cycle and the start of a rate-cutting cycle.</p><p><img src=\"https://static.tigerbbs.com/446920a17ef8c631f042c4e6c66a83c5\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As the market anticipates Fed rate cuts, the 2-Year yield begins to fall back to the 10-Year. It is the opposite, with the 10-2 year spread just recently making a new low in September and showing very little if no signs of turning higher.</p><p><img src=\"https://static.tigerbbs.com/4ebdd77840eddc274c550c53a8b6d962\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Meanwhile, the best way to determine when the 10-2 Year spread may begin to rise is by looking at the unemployment rate because that tends to be a very good predictor of where yields are heading. Typically, when the unemployment starts to run higher, it indicates that the 10-2 year spread will widen, suggesting a rate cut cycle is near.</p><p><img src=\"https://static.tigerbbs.com/a37e7dfd2cd888c6f32ea805482bc8b2\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>In this case, Friday&#39;s job report showed the unemployment rate fell to 3.5% from 3.7% last month and back to its July lows. That leaves the spread between the ten and 2-year Treasury nowhere close to putting in a bottom, and means the Fed is probably nowhere close to finishing its rate hiking cycle.</p><p>If the Fed is nowhere close to finishing its rate hiking cycle, then rates probably aren&#39;t finished rising. Thus, the equity market bear market cycle probably still has further to run, even if the equity market finds a short-term bottom at the end of October.</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>The 2022 Bear Market Cycle May Be Far From Over</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 2022 Bear Market Cycle May Be Far From Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.However, that doesn't mean it will be the bottom.Whether the market bottoms or not will depend on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129204631","content_text":"SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.However, that doesn't mean it will be the bottom.Whether the market bottoms or not will depend on interest rates.The bear market of 2022 still has further to run based on historical trends and valuations versus interest rates. The 2022 S&P 500 continues to trace bear markets of 1937, 2000, and 2008, which is more an indication of the ebb and flow of human nature than past and future events.The mid-August peak served as another turning point for the S&P 500, leading to a new September low. At this point, the historical references of the great bear markets of the past suggest another low is due sometime around October 25, give or take a couple of days, followed by an upward move and perhaps some consolidation.BloombergAn October New Low?From a perspective of events that could lead to a continued decline and bottom at the end of October, a better-than-feared earnings season could be one such event. Whether a late October low will be the bottom or a short-term low is yet to be seen, but given how high valuations are, more work will need to be done for the bottom to be put in place.It's All About RatesThe S&P 500 earnings yield for 2022 minus the 10-Yr real yield is currently 4.56%. Historically, that is at the lower end of the range and associated with market tops, not bottoms. For example, the 4.5% region was visited in December 2016, January 2018, October 2018, and June 2020. The only case that didn't see a significant decline was in December 2016, when the index consolidated sideways for nearly three months.BloombergSince 2014, the average spread between the S&P 500 current year earnings yields and the 10-Yr real yield has been around 5.2%, with a standard deviation range of 4.87% to 5.57%. Currently, the S&P 500 premium to the 10-yr TIP is more than two standard deviations from the average. The spread would need to rise by 30 bps to get the index back to within one standard deviation, or by 65 bps to return to the historical average.BloombergAnother 9% Decline?The S&P 500 has an earnings yield based on 2022 earnings estimates of 6.17%. An increase of 30 bps would increase the yield to 6.47%, and an increase of 60 bps would increase the yield to 6.77%. The earnings yield is simply the inverse of the PE ratio, which means the current PE ratio is 16.2 and would need to fall to 15.4 or 14.7 to bring the S&P 500 back to a historically average fair value.With the earnings estimates for 2022 currently tracking at $224.73, it would value the S&P 500 in a range of 3,460 to 3,300. That would equal a further decline in the index of around 5% to 9%.BloombergWhat will tell us when this bear market is over is more likely to be interest rates and the dollar index, as these will likely provide a much better signal than other metrics. Because if rates continue to rise, the S&P 500 will need to continue to decline with the pace of rates risings.Rate Cuts?Typically, the 10-year minus the 2-year spread tells us when the Fed is about to start cutting rates. It is at the point where the spread begins to rise that tends to serve as the best reference for the end of a rate-hiking cycle and the start of a rate-cutting cycle.BloombergAs the market anticipates Fed rate cuts, the 2-Year yield begins to fall back to the 10-Year. It is the opposite, with the 10-2 year spread just recently making a new low in September and showing very little if no signs of turning higher.BloombergMeanwhile, the best way to determine when the 10-2 Year spread may begin to rise is by looking at the unemployment rate because that tends to be a very good predictor of where yields are heading. Typically, when the unemployment starts to run higher, it indicates that the 10-2 year spread will widen, suggesting a rate cut cycle is near.BloombergIn this case, Friday's job report showed the unemployment rate fell to 3.5% from 3.7% last month and back to its July lows. That leaves the spread between the ten and 2-year Treasury nowhere close to putting in a bottom, and means the Fed is probably nowhere close to finishing its rate hiking cycle.If the Fed is nowhere close to finishing its rate hiking cycle, then rates probably aren't finished rising. Thus, the equity market bear market cycle probably still has further to run, even if the equity market finds a short-term bottom at the end of October.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}