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2021-06-25

$Unity Software Inc.(U)$Keep going up!

2021-06-17

Long game. The rewards only come after a long struggle

Apple Struggles in Push to Make Healthcare Its Greatest Legacy

2021-06-04

Go Ape go!

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2021-05-22

$Starbucks(SBUX)$Huat huat!

2021-07-10

$Tiger Brokers(TIGR)$TIGER FTW!

2021-06-07

$Square(SQ)$HODL! To the moon!

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2021-06-04

Alibaba FTW! China tech is coming up fast! Just look at Tiger Brokers! Buy buy buy!

Can Alibaba Stock Hit $500? If You Got Time, Yes

2021-06-24

$Snowflake(SNOW)$i want a yummy cake!

2021-05-29

Great price to enter!

2021-07-09

$Unity Software Inc.(U)$Still holding on!

Go to Tiger App to see more news

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Go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152287507","repostId":"1146176335","repostType":4,"repost":{"id":"1146176335","kind":"news","pubTimestamp":1625277627,"share":"https://ttm.financial/m/news/1146176335?lang=en_US&edition=fundamental","pubTime":"2021-07-03 10:00","market":"us","language":"en","title":"Can Alibaba Turn Around Its Woes in the Second Half of 2021?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146176335","media":"The Street","summary":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?Alibaba  -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.Howeve","content":"<blockquote>\n Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n</blockquote>\n<p>Alibaba&nbsp;(<b>BABA</b>) -Get Report&nbsp;has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p>\n<p>Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p>\n<p>Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p>\n<p>However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p>\n<p>All of this comes as the S&amp;P 500 and Nasdaq continue to grind outnew all-time highs.</p>\n<p>It also comes as FAANG stocks continue to trade incredibly well. Alphabet&nbsp;(<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix&nbsp;(<b>NFLX</b>) -Get Report&nbsp;is the worst, with a 2.3% drop.</p>\n<p>Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p>\n<p>Can it turn around its woes in the second half and start rallying higher?</p>\n<p><img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p>\n<p>Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p>\n<p>The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon&nbsp;(<b>AMZN</b>) -Get Report.Eventually, it will perform better&nbsp;- it’s a question of “when” and not “if.”</p>\n<p>Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p>\n<p>Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p>\n<p>Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p>\n<p>However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p>\n<p>A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p>\n<p>Keep the risk in mind but this could be a solid second-half rebound play.</p>","source":"lsy1610613172068","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>Can Alibaba Turn Around Its Woes in the Second Half of 2021?</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\">\nCan Alibaba Turn Around Its Woes in the Second Half of 2021?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were ...</p>\n\n<a href=\"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09618":"京东集团-SW"},"source_url":"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146176335","content_text":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.\nRegulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.\nInvestors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.\nHowever, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.\nAll of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.\nIt also comes as FAANG stocks continue to trade incredibly well. Alphabet (GOOGL) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (NFLX) -Get Report is the worst, with a 2.3% drop.\nAlibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.\nCan it turn around its woes in the second half and start rallying higher?\n\nCall me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.\nThe overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (AMZN) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”\nShares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.\nSpecifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.\nLet’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.\nHowever, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.\nA push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.\nKeep the risk in mind but this could be a solid second-half rebound play.","news_type":1,"symbols_score_info":{"09618":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152284724,"gmtCreate":1625297441368,"gmtModify":1703740187649,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>consolidating for another breakout?","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>consolidating for another breakout?","text":"$Taiwan Semiconductor Manufacturing(TSM)$consolidating for another breakout?","images":[{"img":"https://static.tigerbbs.com/1155c47b2ac6aa45965b7bad1ed171da","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152284724","isVote":1,"tweetType":1,"viewCount":2516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":156260665,"gmtCreate":1625225777157,"gmtModify":1703738751140,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSS.SI\">$Lion-OCBC Sec HSTECH US$(HSS.SI)$</a>good time to buy in!","listText":"<a href=\"https://laohu8.com/S/HSS.SI\">$Lion-OCBC Sec HSTECH US$(HSS.SI)$</a>good time to buy in!","text":"$Lion-OCBC Sec HSTECH US$(HSS.SI)$good time to buy in!","images":[{"img":"https://static.tigerbbs.com/30ad60d4236e67ae620f50d5a2f0c1b0","width":"750","height":"1618"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156260665","isVote":1,"tweetType":1,"viewCount":1032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":156237754,"gmtCreate":1625224159478,"gmtModify":1703738719575,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"China FTW!","listText":"China FTW!","text":"China FTW!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156237754","repostId":"1124372919","repostType":2,"repost":{"id":"1124372919","kind":"news","pubTimestamp":1624869783,"share":"https://ttm.financial/m/news/1124372919?lang=en_US&edition=fundamental","pubTime":"2021-06-28 16:43","market":"us","language":"en","title":"NIO: The Path To A $1 Trillion Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1124372919","media":"seekingalpha","summary":"NIO is known by many as a large cap Chinese electric vehicle company.However, it is actually much more than that and possesses several key competitive advantages.We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\". Given that the mobility industry is becoming increasingly software-driven,","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is known by many as a large cap Chinese electric vehicle company.</li>\n <li>However, it is actually much more than that and possesses several key competitive advantages.</li>\n <li>We discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cdcfe41a4b886c29dad01d4512e84e\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Lintao Zhang/Getty Images News</span></p>\n<p>Similar to how we analyzed Palantir(NYSE:PLTR)in our recent piece<i>Palantir: The Path To A $1 Trillion Valuation</i>, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:</p>\n<p><b>#1. \"Gas Station\" Of The Future</b></p>\n<p>NIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.</p>\n<p>NIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.</p>\n<p>For example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its&nbsp;recent partnership&nbsp;with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.</p>\n<p>Given that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.</p>\n<p><b>#2. Autonomous Mobility &amp; AI Technology</b></p>\n<p>NIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"</p>\n<p>Given that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.</p>\n<p><b>#3. Government Support</b></p>\n<p>Another big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.</p>\n<p>This principle has already played out several times to NIO's benefit.</p>\n<p>For example, the&nbsp;government recently gave&nbsp;NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.</p>\n<p>Additionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.</p>\n<p>Perhaps the most glaring example of this was how the Chinese state media&nbsp;recently successfully harmed&nbsp;the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.</p>\n<p>Furthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.</p>\n<p><b>#4. Global Expansion</b></p>\n<p>NIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.</p>\n<p><b>#5. Crunching The Numbers</b></p>\n<p>Electric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.</p>\n<p><img src=\"https://static.tigerbbs.com/00cdeb70c618caeddbbd16df936194ad\" tg-width=\"960\" tg-height=\"572\"></p>\n<p>In fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance&nbsp;expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.</p>\n<p>If NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.</p>\n<p>NIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.</p>\n<p>If NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.</p>\n<p>If the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.</p>\n<p>Meanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated&nbsp;that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.</p>\n<p>Meanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.</p>\n<p>Combining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.</p>\n<p><b>Risk Analysis</b></p>\n<p>While the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.</p>\n<p>First and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.</p>\n<p>Of course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a&nbsp;partnership&nbsp;with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.</p>\n<p>On that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA)&nbsp;could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.</p>\n<p>Furthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.</p>\n<p>Of course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.</p>\n<p>Last, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.</p>\n<p><b>Investor Takeaway</b></p>\n<p>NIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.</p>\n<p>While not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: The Path To A $1 Trillion Valuation</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\">\nNIO: The Path To A $1 Trillion Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 16:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436753-nio-the-path-to-a-1-trillion-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124372919","content_text":"Summary\n\nNIO is known by many as a large cap Chinese electric vehicle company.\nHowever, it is actually much more than that and possesses several key competitive advantages.\nWe discuss how these factors could combine with its focus on China to transform it into a $1 trillion mega cap.\n\nLintao Zhang/Getty Images News\nSimilar to how we analyzed Palantir(NYSE:PLTR)in our recent piecePalantir: The Path To A $1 Trillion Valuation, NIO Inc.(NYSE:NIO)is unique in that it is already a large cap stock, but has a massive growth runway that could quite conceivably make it a mega-cap stock and eventually even approach a valuation of $1 Trillion. Here are five reasons why it could successfully achieve that valuation:\n#1. \"Gas Station\" Of The Future\nNIO is a major designer and manufacturer of high-tech electric vehicles in China and as a result competes with the likes of Tesla(NASDAQ:TSLA)in innovative technologies like connectivity, batteries, autonomous mobility, and artificial intelligence.\nNIO's status as an emerging leader in these innovative technologies is perhaps the biggest reason to believe that they could become a multi-bagger from today's already lofty valuation and become a true mega cap.\nFor example, its Battery-as-a-Service (BaaS) potential is immense. The company has already begun building out the infrastructure for this business through its recent partnership with Sinopec(NYSE:SHI)through which they aspire to create a 5,000 battery swap station network by 2024. This will give NIO a decisive network advantage in this space just as it begins to really take off in the world's largest electric vehicle market, enabling it to form partnerships with other automakers in the country and drive strong revenue growth from this business alone. Essentially, this would make NIO the number one \"gas station\" company in China as the country and world enter the age of electrification.\nGiven that they possess hundreds of patents in battery swap technology, NIO seems to already have the intellectual property moat necessary to transform this potential into reality. It appears to be merely a matter of time for them to implement and scale now.\n#2. Autonomous Mobility & AI Technology\nNIO also has a strong foothold on autonomous mobility technology thanks to filing nearly 50 patents in the area and boasts AI-powered smart \"cockpits.\"\nGiven that the mobility industry is becoming increasingly software-driven, its intellectual property portfolio here is important as well. Even more important, though, is its competitive positioning to emerge as a long-term leader in the electric vehicle space in China, not only because of the vehicle sales potential it offers, but much more importantly because it is the largest source of consumer data in the world. As a result, NIO will have access to a vast amount of data with which it can improve its A.I. and build one of the best mobility software platforms in the world.\n#3. Government Support\nAnother big reason to believe in NIO's long-term potential stems from the simple fact that it is a leading local company in China in high-priority technology fields. As a result, it will likely enjoy significant support from the Chinese government so that it can serve as a vehicle whereby China can advance its goals towards becoming the pre-eminent global technological superpower.\nThis principle has already played out several times to NIO's benefit.\nFor example, the government recently gave NIO a RMB7 billion (US$1b) bailout to give it the cash it needed to sustain and scale operations.\nAdditionally, government-owned auto manufacturer - Anhui Jianghuai Automobile Group Corp - has also assisted NIO by providing it with manufacturing services, enabling it to scale with minimal additional capital investment.\nPerhaps the most glaring example of this was how the Chinese state media recently successfully harmed the reputation of TSLA - NIO's top foreign rival - to the point where the Elon Musk-led company had to issue an apology.\nFurthermore, the Chinese government is making a major push to transition the automotive market towards electric vehicles in an effort to battle its huge pollution problem. It is achieving these aims by offering purchase rebates and tax exemptions for the industry, while also placing restrictions on new gasoline and diesel powered vehicle permits.\n#4. Global Expansion\nNIO is also poised to begin expanding its sales into global markets, beginning with Norway. Not only will the company be selling its cars there, but it will be building out local physical and digital infrastructure to create a high quality user-friendly ecosystem to add value to its brand and bolster its competitive positioning. Once it has built significant scale in Norway, it will then have a greater position of strength from which to infiltrate the rest of the European market. Given the geopolitical tensions with the United States at the moment as well as Tesla's dominance in the U.S. electric vehicle market, Europe seems like a much more logical choice to begin global expansion.\n#5. Crunching The Numbers\nElectric Vehicle sales are already growing exponentially - especially in China - and we expect that number to explode much higher in the years to come.\n\nIn fact, while just barely over 1.2 million electric vehicles were sold worldwide in 2017,Bloomberg New Energy Finance expects that number to soar to 60 million by 2040. Not only that, but battery and battery charging infrastructure demand will soar as well.\nIf NIO can seize on its early leadership in China in both the electric vehicle and battery charging infrastructure businesses and also successfully scale its business internationally, there is certainly room for it to achieve a $1 trillion valuation by 2040. For example, its gross margin is expected to be nearly 20% in 2021 and 2022. TSLA's gross, meanwhile, is around 23% and its net margin is roughly half of that, or ~11.5%.\nNIO's BaaS business should also be higher margin given that it could be entirely automated and the actual real estate could be leased instead of owned in order to free up capital for higher return investment elsewhere. With continued scaling in both businesses and overall positive trends in the business with reduced costs across the board through automation and enhanced data analytics, we think gross margins of 25% and net margins of 15% by 2040 are entirely feasible.\nIf NIO were to grab just 7.5% of the global EV market (TSLA's is currently 11%) by 2040, it would be selling ~4.5 million cars per year. We think this share is actually very feasible when you consider that the majority of electric vehicle sales are expected to be in China and that NIO has an inside track on that market given the support it is receiving from the government.\nIf the average sale were for $40,000 per electric vehicle, its profit would be ~$6,000 per vehicle, translating to $27 billion in annual profit from auto sales alone. At a 30x price-to-earnings multiple, that would put the automotive business at a $810 billion valuation.\nMeanwhile, its BaaS business could likely generate $150 in profits per year per vehicle in its sphere in China. By 2030,it is estimated that there will be 50 million electric vehicles on the road in China and that EVs will account for 40% of total auto sales. A very conservative estimate is that the number of EVs on the road in China will double to 100 million by 2040. If NIO's BaaS business serves 20% of the electric vehicles in China by 2040, that would equate to an additional $3+ billion in annual net income. Once again applying a 30x price-to-earnings multiple, that would equate to roughly another $100 billion in market valuation.\nMeanwhile, the potential for using its data and autonomous vehicle technology as well as vast BaaS infrastructure to launch an autonomous taxi business network is also immense. While it is hard to know exactly what sort of value this would command as it is hard to project how it would be regulated by the Chinese government and how well consumers would adopt it, it is not a stretch that NIO's scale and capabilities by this point in such a potentially massive market as is offered in China would put the valuation for this business at $100 billion.\nCombining all three businesses gets us to a $1 trillion total valuation under a bullish, but not entirely implausible scenario.\nRisk Analysis\nWhile the path to $1 trillion certainly looks viable, there are numerous risks to consider along the way.\nFirst and foremost, NIO faces a lot of competition from both foreign and domestic companies. TSLA has a large presence in China and overseas and sports a premium brand to go along with an extremely driven and innovative CEO and engineering team. While the Chinese government has helped NIO some already with surviving the TSLA threat, it is unknown the depths that it will have to and be willing to go to continue giving NIO a boost to sustain its competitive standing in its domestic market.\nOf course, NIO also faces competitive pressures from fellow Chinese electric vehicle manufacturers including Baidu(NASDAQ:BIDU), which already has a partnership with a government-owned automaker (BAIC Group) to put 1,000 driverless cars on the roads over the next 3 years as a prelude to establishing an autonomous taxi service in China. Facing off against fellow major domestic players who also have government backing poses another threat to NIO because it means that it cannot solely rely on government assistance to survive and thrive.\nOn that same note, it also increases the political risk for NIO. Given that it is not the only horse that China is betting on in the mobility space, if their leadership were to run afoul of the Chinese Communist Party and/or they were to simply lag behind in performance, they could quickly be \"dropped\" by the government and the business could fall into a downward spiral. If Alibaba(NYSE:BABA) could face this, NIO certainly could too. If nothing else, the Chinese government could easily seize some or all of NIO's physical or intellectual property for state use, depriving NIO shareholders of much of their equity value.\nFurthermore, expanding overseas could also be complicated by the fact that China is currently dealing with growing geopolitical tensions with other Asia-Pacific nations, Europe, and the United States. As a result, trade barriers may go up, especially in such high-priority technologies as mobility and autonomous technology. The U.S., Europe, Japan, Korea, and even India have well-established automobile industries and if they feel threatened by a Chinese competitor, they may well decide to throw up barriers to entry in their markets.\nOf course, as the China hustle pointed out, many Chinese companies have a troubling track record of fudging accounting numbers. As a result, investors should always view Chinese company - to include NIO's - financial numbers with a healthy dose of skepticism. While it is very possible - if not likely - that NIO's numbers are completely accurate, it is still a risk that needs to be considered.\nLast, but not least, NIO is currently priced quite expensively as it is still running up massive losses and trades at 71 times expected 2021 gross income. Therefore, the range of potential future outcomes is quite wide and investors could very well be dramatically overpaying by purchasing at today's prices. It should be viewed as a highly speculative investment accordingly.\nInvestor Takeaway\nNIO is currently struggling to turn a profit and has had to be bailed out by the Chinese government. At the same time, its valuation is sky-high. While this might steer many investors away and the stock is indeed a very speculative investment, there is also a plausible path for the company to become a $1 trillion mega cap by 2040 and generate attractive long-term returns for investors as a result.\nWhile not for the faint of heart and certainly not without risks, NIO could continue on its path towards becoming one of the world's pre-eminent mobility companies.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153105539,"gmtCreate":1625012288121,"gmtModify":1703849988563,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PRNT\">$The 3D Printing ETF(PRNT)$</a>start of a newbull run?","listText":"<a href=\"https://laohu8.com/S/PRNT\">$The 3D Printing ETF(PRNT)$</a>start of a newbull run?","text":"$The 3D Printing ETF(PRNT)$start of a newbull run?","images":[{"img":"https://static.tigerbbs.com/679cc544321a935e2bb6e5d6720698a0","width":"750","height":"2332"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153105539","isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":159532421,"gmtCreate":1624973873863,"gmtModify":1703849166658,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159532421","repostId":"2147850348","repostType":4,"isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159313537,"gmtCreate":1624940996429,"gmtModify":1703848470599,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>HODL!","listText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>HODL!","text":"$Square(SQ)$HODL!","images":[{"img":"https://static.tigerbbs.com/19e40e763f13592b4922a7450db70d3e","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159313537","isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":159319019,"gmtCreate":1624940906931,"gmtModify":1703848468011,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"Up up up!","listText":"Up up up!","text":"Up up up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/159319019","repostId":"1145074307","repostType":4,"repost":{"id":"1145074307","kind":"news","pubTimestamp":1624928840,"share":"https://ttm.financial/m/news/1145074307?lang=en_US&edition=fundamental","pubTime":"2021-06-29 09:07","market":"us","language":"en","title":"Square Looks To Break Out, Options Traders Front Run A Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1145074307","media":"Benzinga","summary":"Delano Saporu recommended Square Inc on CNBC’s “Fast Money Final Trades” on Monday morning.\nSquare’s","content":"<div>\n<p>Delano Saporu recommended Square Inc on CNBC’s “Fast Money Final Trades” on Monday morning.\nSquare’s stock reversed course and headed 30% north after creating a double bottom pattern on May 13 and 19 ...</p>\n\n<a href=\"https://www.benzinga.com/fintech/21/06/21752684/square-looks-to-break-out-options-traders-front-run-a-move\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","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>Square Looks To Break Out, Options Traders Front Run A Move</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\">\nSquare Looks To Break Out, Options Traders Front Run A Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/fintech/21/06/21752684/square-looks-to-break-out-options-traders-front-run-a-move><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Delano Saporu recommended Square Inc on CNBC’s “Fast Money Final Trades” on Monday morning.\nSquare’s stock reversed course and headed 30% north after creating a double bottom pattern on May 13 and 19 ...</p>\n\n<a href=\"https://www.benzinga.com/fintech/21/06/21752684/square-looks-to-break-out-options-traders-front-run-a-move\">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.benzinga.com/fintech/21/06/21752684/square-looks-to-break-out-options-traders-front-run-a-move","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145074307","content_text":"Delano Saporu recommended Square Inc on CNBC’s “Fast Money Final Trades” on Monday morning.\nSquare’s stock reversed course and headed 30% north after creating a double bottom pattern on May 13 and 19 at the $192 mark. On Monday the stock was printing a bullish engulfing candlestick indicating higher prices may come in the short term.\nBulls will want to see Square clear resistance at the $249 level and for bullish volume to come in and give the break continued upwards momentum for a move back toward the $260 mark.\nOn Monday a number of options traders decided to front run the anticipated move and purchased over $1.73 million worth of call contracts. The call options mostly had a strike price of $250 and one had a $260 strike. This indicates these options traders believe Square is headed towards its next resistance level.\nWhy It’s Important:When a sweep order occurs, it indicates the trader wanted to get into a position quickly and is anticipating an imminent large move in stock price. A sweeper pays the market price for the call or put option instead of placing a bid, which sweeps the order book of multiple exchanges to fill the order immediately.\nThese types of call option orders are usually made by institutions, and retail investors can find watching for sweepers useful because it indicates “smart money” has entered into a position.\nThe Square Option Trades:Below is a look at the notable options alerts, courtesy ofBenzinga Pro:\n\nAt 12:13 p.m., Monday a trader executed a call sweep near the ask of 429 Square options with a strike price of $260 expiring on Aug. 20. The trade represented a $471,900 bullish bet for which the trader paid $11 per option contract.\nAt 12:13 p.m., a trader executed a call sweep near the ask of 2167 Square options with a strike price of $250 expiring on July 2. The trade represented a $695,607 bullish bet for which the trader paid $3.21 per option contract.\nAt 12:26 p.m., a trader executed a call sweep near the ask of 272 Square options with a strike price of $250 expiring on July 2. The trade represented a $93,024 bullish bet for which the trader paid $3.42 per option contract.\nAt 12:26 p.m., a trader executed a call sweep near the ask of 228 Square options with a strike price of $250 expiring on July 2. The trade represented a $79,344 bullish bet for which the trader paid $3.48 per option contract.\nAt 12:26 p.m., a trader executed a call sweep near the ask of 268 Square options with a strike price of $250 expiring on July 2. The trade represented a $92,728 bullish bet for which the trader paid $3.46 per option contract.\nAt 12:26 p.m., a trader executed a call sweep near the ask of 233 Square options with a strike price of $250 expiring on July 2. The trade represented an $81,084 bullish bet for which the trader paid $3.48 per option contract.\nAt 12:54 p.m., a trader executed a call sweep near the ask of 283 Square options with a strike price of $250 expiring on July 16. The trade represented a $217,910 bullish bet for which the trader paid $7.70 per option contract.\n\nSQ Price Action:Shares of Square closed up 2.66% at $246.60 on Monday.","news_type":1,"symbols_score_info":{"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564565270877568","authorId":"3564565270877568","name":"PS153","avatar":"https://static.tigerbbs.com/2e185e8aa9ee6ee618f951b9141b9e40","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3564565270877568","idStr":"3564565270877568"},"content":"Let's Kaching...","text":"Let's Kaching...","html":"Let's Kaching..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159334806,"gmtCreate":1624940725605,"gmtModify":1703848464284,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/601318\">$Ping An Insurance (Group) Company Of China, Ltd.(601318)$</a>coming up to trend support line. Will it recover and head back up?","listText":"<a href=\"https://laohu8.com/S/601318\">$Ping An Insurance (Group) Company Of China, Ltd.(601318)$</a>coming up to trend support line. Will it recover and head back up?","text":"$Ping An Insurance (Group) Company Of China, Ltd.(601318)$coming up to trend support line. Will it recover and head back up?","images":[{"img":"https://static.tigerbbs.com/b8095dd951a770a198ac8dcd74e008e7","width":"750","height":"1591"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159334806","isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":124442496,"gmtCreate":1624785565215,"gmtModify":1703845134480,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"Cloud computing - the next frontier?","listText":"Cloud computing - the next frontier?","text":"Cloud computing - the next frontier?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124442496","repostId":"1104974895","repostType":2,"repost":{"id":"1104974895","kind":"news","pubTimestamp":1624764940,"share":"https://ttm.financial/m/news/1104974895?lang=en_US&edition=fundamental","pubTime":"2021-06-27 11:35","market":"us","language":"en","title":"Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.","url":"https://stock-news.laohu8.com/highlight/detail?id=1104974895","media":"Barrons","summary":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,wh","content":"<p>Microsoft&nbsp;is now the second company to boast a $2 trillion market capitalization, following&nbsp;Apple,which breached that level last August. And Microsoft may go higher yet.</p>\n<p>Wedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.</p>\n<p>On Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”</p>\n<p>Wall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.</p>\n<p>Ives sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”</p>\n<p><img src=\"https://static.tigerbbs.com/19e4bb0961389beaa2711931e02dc060\" tg-width=\"970\" tg-height=\"672\"><img src=\"https://static.tigerbbs.com/1a62e0638b1f4f9c28301e4d93721571\" tg-width=\"981\" tg-height=\"684\"></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.</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\">\nMicrosoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104974895","content_text":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.\nOn Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”\nWall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.\nIves sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124448315,"gmtCreate":1624785310637,"gmtModify":1703845129782,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Ready to go to the moon!","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Ready to go to the moon!","text":"$NIO Inc.(NIO)$Ready to go to the moon!","images":[{"img":"https://static.tigerbbs.com/1b9828a4316997d7db359bbc738f2928","width":"750","height":"2210"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124448315","isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579578865458065","authorId":"3579578865458065","name":"KS_Lee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3579578865458065","idStr":"3579578865458065"},"content":"Good luck. Go go!","text":"Good luck. Go go!","html":"Good luck. Go go!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":125545052,"gmtCreate":1624682436076,"gmtModify":1703843575818,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>potential for much more?","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>potential for much more?","text":"$AMD(AMD)$potential for much more?","images":[{"img":"https://static.tigerbbs.com/33e7b01d87ae3904fafad4893b2ad5d6","width":"750","height":"2390"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125545052","isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":122228102,"gmtCreate":1624624195206,"gmtModify":1703841979771,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>Keep going up!","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>Keep going up!","text":"$Unity Software Inc.(U)$Keep going up!","images":[{"img":"https://static.tigerbbs.com/4466fe1bc740fa6c11a52f3e2a8cb446","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/122228102","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580180762961402","authorId":"3580180762961402","name":"HL88","avatar":"https://static.tigerbbs.com/0ad0e8c2a71ab0a29fd2c1474ca8d701","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3580180762961402","idStr":"3580180762961402"},"content":"Will continue to rise","text":"Will continue to rise","html":"Will continue to rise"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":161117054,"gmtCreate":1623910591178,"gmtModify":1703823304273,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"Long game. The rewards only come after a long struggle","listText":"Long game. The rewards only come after a long struggle","text":"Long game. The rewards only come after a long struggle","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/161117054","repostId":"1139981231","repostType":4,"repost":{"id":"1139981231","kind":"news","pubTimestamp":1623910261,"share":"https://ttm.financial/m/news/1139981231?lang=en_US&edition=fundamental","pubTime":"2021-06-17 14:11","market":"us","language":"en","title":"Apple Struggles in Push to Make Healthcare Its Greatest Legacy","url":"https://stock-news.laohu8.com/highlight/detail?id=1139981231","media":"The Wall Street Journal","summary":"Tech giant has envisioned hiring doctors to offer primary care, now focused on Watch\nUnder the leade","content":"<p>Tech giant has envisioned hiring doctors to offer primary care, now focused on Watch</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cdcc89ff3fd1e1d8ec3f02f3aaf52457\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"><span>Under the leadership of CEO Tim Cook, Apple has increased its research-and-development budget eightfold to $20 billion annually.</span></p>\n<p>Apple&nbsp;Inc.&nbsp;Chief Executive Tim Cook has said the company’s greatest contribution to mankind will be in health. So far, some Apple initiatives aimed at broadly disrupting the healthcare sector have struggled to gain traction, according to people familiar with them and documents reviewed by The Wall Street Journal.</p>\n<p>Apple has envisioned an audacious plan for healthcare, offering its own primary-care medical service with Apple-employed doctors at its own clinics, according to people familiar with the plan and documents. To test that and other bold healthcare ideas, it took over clinics that catered to its employees and built a team with scores of clinicians, engineers, product designers and others.</p>\n<p>Today those ambitions, which aren’t widely known, have largely stalled as Apple has shifted the focus of its health unit to something it knows well: Selling devices, specifically the Apple Watch, according to people familiar with its strategy.</p>\n<p>The new primary-care service hasn’t gotten off the ground, people familiar with it say. A digital health app launched quietly this year has struggled to keep users engaged, say people familiar with the app and the documents seen by the Journal. Some employees have raised questions internally about the integrity of health data coming from the company’s clinics that has been used to support product development, according to people familiar with their concerns and the documents.</p>\n<p>An Apple spokesman said data integrity is the foundation for all of the company’s innovations. He pointed to the accomplishments of its health team and said the company is still in the early innings of its work in healthcare, adding that new technology such as&nbsp;heart-rate notifications&nbsp;in products like the Apple Watch have improved users’ health. He said data gathered by Apple’s devices is enabling new research that has the potential to improve care.</p>\n<p>“Many of the assertions in this report are based on incomplete, outdated and inaccurate information,” the spokesman said.</p>\n<p>Looking for new markets where technology can improve efficiency and outcomes—and power sales growth—the tech sector has eyed healthcare as an untapped opportunity. Some of tech’s biggest efforts have failed, includingHaven,Amazon.com&nbsp;Inc.’s&nbsp;high-profile partnership with other companies that aimed to reduce healthcare costs. Today, Amazon has a new effort to sell prescriptions and a plan to launch&nbsp;virtual care across 50 states.</p>\n<p>Under Mr. Cook’s leadership, Apple has increased its research-and-development budget eightfold to $20 billion annually, according to its public filings. And besides a smartwatch, the company has released wireless headphones as well as new services. It has also invested heavily in health, autonomous driving and augmented reality, all technically complex, high-stakes areas, meaning that game-changing offerings could be years away or never come.</p>\n<p>Apple can study markets for years before coming up with its own offering, and it sometimes works extensively on new projects or technologies that it ultimately doesn’t bring to market.</p>\n<p>One of its most ambitious healthcare ideas was a plan to offer primary-care medicine, conceived in 2016, according to documents and the people familiar with the plan. An Apple team spent months trying to figure out how the flood of health and wellness data collected from users of its smartwatch, first released in 2015, might be used to improve healthcare, the people said.</p>\n<p>Apple Chief Operating Officer Jeff Williams, who oversees the health team, urged employees to think big. He said Apple should disrupt what he called the “363” and “break fix” model of care in the U.S., where patients may not see their doctors 363 days a year and only visit when something goes wrong, according to people familiar with his ideas.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/837161c8fc0a7b93c5c67936fe293453\" tg-width=\"1260\" tg-height=\"840\"><span>Apple Chief Operating Officer Jeff Williams oversees its health unit.</span></p>\n<p>The team decided one of the best ways to realize that vision was to provide a medical service of its own, said people familiar with the plan, linking data generated by Apple devices with virtual and in-person care provided by Apple doctors. Apple would offer primary care, but also continuous health monitoring as part of a subscription-based personalized health program, according to these people and the documents.</p>\n<p>If Apple could prove that its combination of device sensors, software and services could improve people’s health and lower costs, the company could franchise the model to health systems and even other countries, according to the documents.</p>\n<p>To start, Apple chose to test the service out on its own employees. Apple took over employee health clinics near its headquarters that were being run by a startup and turned them into test beds for new health services, say people familiar with the changes. In 2017 it hired Dr. Sumbul Desai from Stanford University to run the effort, which was given the code name Casper, said the people familiar with the plan.</p>\n<p>The effort continues today, but Apple has struggled to move Casper past a preliminary stage, say people familiar with its operations.</p>\n<p>Dr. Desai’s unit in particular has seen multiple departures by employees who say its culture discourages critical feedback, which is potentially problematic for a unit focused on products and services related to personal health, according to people familiar with its culture and the documents. Some employees expressed concerns that internal data about the clinics’ performance, data that was recently used to support the rollout of a new digital health app, has been inaccurate or compiled haphazardly, according to the documents and people familiar with the data.</p>\n<p>Those issues have been repeatedly voiced to Messrs. Cook and Williams, according to the documents and people familiar with the issues.</p>\n<p>Apple’s spokesman said such criticisms are inaccurate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01a35a283d15f6de16455cae846a617b\" tg-width=\"1260\" tg-height=\"840\"><span>Dr. Sumbul Desai runs a team that oversees clinics, handles relations with regulators and spearheads research collaborations.</span></p>\n<p>Employees concerned about the culture pointed to a 2019 meeting during which a midlevel manager raised questions about data, according to people familiar with the meeting and the documents. Dr. Desai responded angrily, leading some present to conclude that critical questions were unwelcome, according to the people and the documents. The manager left Apple weeks later and the episode contributed to her departure, documents show.</p>\n<p>Apple’s spokesman said Dr. Desai spoke to the importance of data integrity in the meeting. “This matter was investigated thoroughly and the allegations could not be substantiated,” the spokesman said. Apple declined to comment on the circumstances of the employee’s departure.</p>\n<p>The spokesman said the company is proud of Dr. Desai’s work and that she has been instrumental in much of its healthcare work.</p>\n<p>Mr. Williams and Dr. Desai didn’t respond to a request for comment and Apple declined to make them available.</p>\n<p>In addition to overseeing the clinics, known as AC Wellness, Dr. Desai’s team handles relations with regulators, spearheads research collaborations and provides clinical expertise on other health products at Apple.</p>\n<p>A recent initiative for Dr. Desai’s team, a digital health app called HealthHabit that is being tested on California-based Apple employees, has struggled with low engagement since the app’s launch roughly six months ago, according to documents and people familiar with the app.</p>\n<p>HealthHabit&nbsp;offers to connect people with clinicians via chat and encourages them to set health challenges such as “I will exercise more this week.” Those with a history of hypertension can be connected to health coaches who can send them a blood-pressure monitor and scale and advise them on healthier habits.</p>\n<p>Half the people who had downloaded it as of May hadn’t enrolled and engagement among many who have enrolled has been low, according to the documents and people familiar with the app.</p>\n<p>Data supporting the app’s hypertension program has caused new concerns among employees about the integrity of internal data and analysis, some of the people said.</p>\n<p>During a presentation for all Apple health employees in March, Mr. Williams praised the clinics’ results in treating hypertension and pointed to them as evidence supporting the HealthHabit app’s potential, according to people who saw the presentation. He suggested that the company may have wider ambitions for the app if it is successful, they said.</p>\n<p>In the meeting, Mr. Williams showed data indicating that 91% of patients in Apple’s clinics with more severe stage-two hypertension improved to healthier stages or normal, according to documents reviewed by the Journal, a figure that some employees feared could overstate the clinics’ success, according to people who attended the meeting and documents.</p>\n<p>Rival companies offering hypertension apps have disclosed lower rates of success. Hello Heart Inc. reported 23% of stage 2 patients saw a significant improvement in blood pressure at 6 weeks. Livongo claimed one-third of patients with stage one hypertension or worse improved to an elevated or normal range in 6 weeks. Mr. Williams’s data didn’t include a time frame, according to the documents.</p>\n<p>The Apple spokesman said that other companies analyze their hypertension data differently and that the data cited by Mr. Williams in the meeting was for an internal pilot, not a product.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Struggles in Push to Make Healthcare Its Greatest Legacy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Struggles in Push to Make Healthcare Its Greatest Legacy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 14:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/apple-struggles-in-push-to-make-healthcare-greatest-legacy-11623832200?mod=hp_lead_pos3><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech giant has envisioned hiring doctors to offer primary care, now focused on Watch\nUnder the leadership of CEO Tim Cook, Apple has increased its research-and-development budget eightfold to $20 ...</p>\n\n<a href=\"https://www.wsj.com/articles/apple-struggles-in-push-to-make-healthcare-greatest-legacy-11623832200?mod=hp_lead_pos3\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.wsj.com/articles/apple-struggles-in-push-to-make-healthcare-greatest-legacy-11623832200?mod=hp_lead_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139981231","content_text":"Tech giant has envisioned hiring doctors to offer primary care, now focused on Watch\nUnder the leadership of CEO Tim Cook, Apple has increased its research-and-development budget eightfold to $20 billion annually.\nApple Inc. Chief Executive Tim Cook has said the company’s greatest contribution to mankind will be in health. So far, some Apple initiatives aimed at broadly disrupting the healthcare sector have struggled to gain traction, according to people familiar with them and documents reviewed by The Wall Street Journal.\nApple has envisioned an audacious plan for healthcare, offering its own primary-care medical service with Apple-employed doctors at its own clinics, according to people familiar with the plan and documents. To test that and other bold healthcare ideas, it took over clinics that catered to its employees and built a team with scores of clinicians, engineers, product designers and others.\nToday those ambitions, which aren’t widely known, have largely stalled as Apple has shifted the focus of its health unit to something it knows well: Selling devices, specifically the Apple Watch, according to people familiar with its strategy.\nThe new primary-care service hasn’t gotten off the ground, people familiar with it say. A digital health app launched quietly this year has struggled to keep users engaged, say people familiar with the app and the documents seen by the Journal. Some employees have raised questions internally about the integrity of health data coming from the company’s clinics that has been used to support product development, according to people familiar with their concerns and the documents.\nAn Apple spokesman said data integrity is the foundation for all of the company’s innovations. He pointed to the accomplishments of its health team and said the company is still in the early innings of its work in healthcare, adding that new technology such as heart-rate notifications in products like the Apple Watch have improved users’ health. He said data gathered by Apple’s devices is enabling new research that has the potential to improve care.\n“Many of the assertions in this report are based on incomplete, outdated and inaccurate information,” the spokesman said.\nLooking for new markets where technology can improve efficiency and outcomes—and power sales growth—the tech sector has eyed healthcare as an untapped opportunity. Some of tech’s biggest efforts have failed, includingHaven,Amazon.com Inc.’s high-profile partnership with other companies that aimed to reduce healthcare costs. Today, Amazon has a new effort to sell prescriptions and a plan to launch virtual care across 50 states.\nUnder Mr. Cook’s leadership, Apple has increased its research-and-development budget eightfold to $20 billion annually, according to its public filings. And besides a smartwatch, the company has released wireless headphones as well as new services. It has also invested heavily in health, autonomous driving and augmented reality, all technically complex, high-stakes areas, meaning that game-changing offerings could be years away or never come.\nApple can study markets for years before coming up with its own offering, and it sometimes works extensively on new projects or technologies that it ultimately doesn’t bring to market.\nOne of its most ambitious healthcare ideas was a plan to offer primary-care medicine, conceived in 2016, according to documents and the people familiar with the plan. An Apple team spent months trying to figure out how the flood of health and wellness data collected from users of its smartwatch, first released in 2015, might be used to improve healthcare, the people said.\nApple Chief Operating Officer Jeff Williams, who oversees the health team, urged employees to think big. He said Apple should disrupt what he called the “363” and “break fix” model of care in the U.S., where patients may not see their doctors 363 days a year and only visit when something goes wrong, according to people familiar with his ideas.\nApple Chief Operating Officer Jeff Williams oversees its health unit.\nThe team decided one of the best ways to realize that vision was to provide a medical service of its own, said people familiar with the plan, linking data generated by Apple devices with virtual and in-person care provided by Apple doctors. Apple would offer primary care, but also continuous health monitoring as part of a subscription-based personalized health program, according to these people and the documents.\nIf Apple could prove that its combination of device sensors, software and services could improve people’s health and lower costs, the company could franchise the model to health systems and even other countries, according to the documents.\nTo start, Apple chose to test the service out on its own employees. Apple took over employee health clinics near its headquarters that were being run by a startup and turned them into test beds for new health services, say people familiar with the changes. In 2017 it hired Dr. Sumbul Desai from Stanford University to run the effort, which was given the code name Casper, said the people familiar with the plan.\nThe effort continues today, but Apple has struggled to move Casper past a preliminary stage, say people familiar with its operations.\nDr. Desai’s unit in particular has seen multiple departures by employees who say its culture discourages critical feedback, which is potentially problematic for a unit focused on products and services related to personal health, according to people familiar with its culture and the documents. Some employees expressed concerns that internal data about the clinics’ performance, data that was recently used to support the rollout of a new digital health app, has been inaccurate or compiled haphazardly, according to the documents and people familiar with the data.\nThose issues have been repeatedly voiced to Messrs. Cook and Williams, according to the documents and people familiar with the issues.\nApple’s spokesman said such criticisms are inaccurate.\nDr. Sumbul Desai runs a team that oversees clinics, handles relations with regulators and spearheads research collaborations.\nEmployees concerned about the culture pointed to a 2019 meeting during which a midlevel manager raised questions about data, according to people familiar with the meeting and the documents. Dr. Desai responded angrily, leading some present to conclude that critical questions were unwelcome, according to the people and the documents. The manager left Apple weeks later and the episode contributed to her departure, documents show.\nApple’s spokesman said Dr. Desai spoke to the importance of data integrity in the meeting. “This matter was investigated thoroughly and the allegations could not be substantiated,” the spokesman said. Apple declined to comment on the circumstances of the employee’s departure.\nThe spokesman said the company is proud of Dr. Desai’s work and that she has been instrumental in much of its healthcare work.\nMr. Williams and Dr. Desai didn’t respond to a request for comment and Apple declined to make them available.\nIn addition to overseeing the clinics, known as AC Wellness, Dr. Desai’s team handles relations with regulators, spearheads research collaborations and provides clinical expertise on other health products at Apple.\nA recent initiative for Dr. Desai’s team, a digital health app called HealthHabit that is being tested on California-based Apple employees, has struggled with low engagement since the app’s launch roughly six months ago, according to documents and people familiar with the app.\nHealthHabit offers to connect people with clinicians via chat and encourages them to set health challenges such as “I will exercise more this week.” Those with a history of hypertension can be connected to health coaches who can send them a blood-pressure monitor and scale and advise them on healthier habits.\nHalf the people who had downloaded it as of May hadn’t enrolled and engagement among many who have enrolled has been low, according to the documents and people familiar with the app.\nData supporting the app’s hypertension program has caused new concerns among employees about the integrity of internal data and analysis, some of the people said.\nDuring a presentation for all Apple health employees in March, Mr. Williams praised the clinics’ results in treating hypertension and pointed to them as evidence supporting the HealthHabit app’s potential, according to people who saw the presentation. He suggested that the company may have wider ambitions for the app if it is successful, they said.\nIn the meeting, Mr. Williams showed data indicating that 91% of patients in Apple’s clinics with more severe stage-two hypertension improved to healthier stages or normal, according to documents reviewed by the Journal, a figure that some employees feared could overstate the clinics’ success, according to people who attended the meeting and documents.\nRival companies offering hypertension apps have disclosed lower rates of success. Hello Heart Inc. reported 23% of stage 2 patients saw a significant improvement in blood pressure at 6 weeks. Livongo claimed one-third of patients with stage one hypertension or worse improved to an elevated or normal range in 6 weeks. Mr. Williams’s data didn’t include a time frame, according to the documents.\nThe Apple spokesman said that other companies analyze their hypertension data differently and that the data cited by Mr. Williams in the meeting was for an internal pilot, not a product.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582764273979695","authorId":"3582764273979695","name":"WCS1981","avatar":"https://static.tigerbbs.com/f98e28d5b1695429dd1657ecc78f93f5","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3582764273979695","idStr":"3582764273979695"},"content":"Yup that is always the case. Just yhat Apple has it easier than a new startup with its ample resources.","text":"Yup that is always the case. Just yhat Apple has it easier than a new startup with its ample resources.","html":"Yup that is always the case. Just yhat Apple has it easier than a new startup with its ample resources."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116737487,"gmtCreate":1622818619449,"gmtModify":1704191891089,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"Go Ape go!","listText":"Go Ape go!","text":"Go Ape go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/116737487","repostId":"1133840197","repostType":4,"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576260758860416","authorId":"3576260758860416","name":"andrew123","avatar":"https://community-static.tradeup.com/news/f2a1eaba26272212d42018e60e78b422","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3576260758860416","idStr":"3576260758860416"},"content":"no diff fm the 3 famous stk play on sgx n drop 80 to 90pc in 1 day. so be careful.","text":"no diff fm the 3 famous stk play on sgx n drop 80 to 90pc in 1 day. so be careful.","html":"no diff fm the 3 famous stk play on sgx n drop 80 to 90pc in 1 day. so be careful."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139620434,"gmtCreate":1621615992628,"gmtModify":1704360643359,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>Huat huat!","listText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>Huat huat!","text":"$Starbucks(SBUX)$Huat huat!","images":[{"img":"https://static.tigerbbs.com/301dfb10b436096047d869e47066b7a0","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/139620434","isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582125189852786","authorId":"3582125189852786","name":"Kco","avatar":"https://static.tigerbbs.com/7e084f967b4eadfe95c21811f7dac5f3","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3582125189852786","idStr":"3582125189852786"},"content":"Thanks for the Jio","text":"Thanks for the Jio","html":"Thanks for the Jio"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":141221621,"gmtCreate":1625876199563,"gmtModify":1703750179448,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>TIGER FTW!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>TIGER FTW!","text":"$Tiger Brokers(TIGR)$TIGER FTW!","images":[{"img":"https://static.tigerbbs.com/4d3786bd79024f1f8c0e722a3b244773","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/141221621","isVote":1,"tweetType":1,"viewCount":3336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":114516626,"gmtCreate":1623079425165,"gmtModify":1704195710700,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>HODL! To the moon!","listText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>HODL! To the moon!","text":"$Square(SQ)$HODL! To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/114516626","repostId":"2141286115","repostType":4,"isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578462584107430","authorId":"3578462584107430","name":"Caramello","avatar":"https://static.tigerbbs.com/f72cc8c7cbae6d37a2db2706268ec253","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3578462584107430","idStr":"3578462584107430"},"content":"Yeah! Buy the dip!","text":"Yeah! Buy the dip!","html":"Yeah! Buy the dip!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116786029,"gmtCreate":1622819360361,"gmtModify":1704191910064,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"Alibaba FTW! China tech is coming up fast! Just look at Tiger Brokers! Buy buy buy!","listText":"Alibaba FTW! China tech is coming up fast! Just look at Tiger Brokers! Buy buy buy!","text":"Alibaba FTW! China tech is coming up fast! Just look at Tiger Brokers! Buy buy buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116786029","repostId":"1154529120","repostType":4,"repost":{"id":"1154529120","kind":"news","pubTimestamp":1622810459,"share":"https://ttm.financial/m/news/1154529120?lang=en_US&edition=fundamental","pubTime":"2021-06-04 20:40","market":"us","language":"en","title":"Can Alibaba Stock Hit $500? If You Got Time, Yes","url":"https://stock-news.laohu8.com/highlight/detail?id=1154529120","media":"seekingalpha","summary":"Alibaba is a battleground stock where some see a lot of opportunities, while others see many risks.I believe that there are both opportunities and risks, but would see the prior outweighing the latter.In the long run, BABA has a chance of delivering strong gains for those that buy at the current, quite low, valuation.Since its IPO, Alibaba has seen strong share price gains, but it should also be mentioned that shares did peek in H2 2020, and have declined considerably since then:. Alibaba Group'","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is a battleground stock where some see a lot of opportunities, while others see many risks.</li>\n <li>I believe that there are both opportunities and risks, but would see the prior outweighing the latter.</li>\n <li>In the long run, BABA has a chance of delivering strong gains for those that buy at the current, quite low, valuation.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567d19950e6c8789ce2192b4503f0fa5\" tg-width=\"1536\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><span>Photo by efetova/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Alibaba Group (BABA) is a leading global high-tech name that continues to generate attractive growth and that offers investors exposure to the high-growth Chinese consumer market. At the same time, through a range of ventures, Alibaba is also active in additional industries, such as cloud computing. Shares have declined considerably over the last couple of months, but I believe that the long-term potential is significant. I would not be surprised to see shares rise towards $500, although that will not happen in the near term.</p>\n<p><b>BABA Stock Price</b></p>\n<p>Since its IPO, Alibaba has seen strong share price gains, but it should also be mentioned that shares did peek in H2 2020, and have declined considerably since then:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8079eeb5384ea003fb3725d3cd1e877f\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p>\n<p>Shares are now basically where they were one year ago, as the gains during summer 2020 have been erased when Ant Financial's IPO plans were stopped. The flat share price performance over the last year is somewhat surprising, though, as Alibaba continued to generate strong results in that time frame. During the last quarter, for example, Alibaba showcased a&nbsp;revenue growth rate of 64%, while revenue growth during the previous quarter was also very strong, at around 50%. This is not the only positive in Alibaba's earnings releases, however. The company also managed to grow its user count by 32 million during the most recent quarter alone, which equates to an annualized user growth rate of around 20%. This bodes well for future quarters, as more users on Alibaba's platform should translate into higher revenues. On top of that, the strong user growth shows that there is still growing demand for the shopping services that Alibaba's platforms offer -- the market is not saturated at all. Alibaba also managed to grow its EBITDA by 25% year over year, which is an attractive growth pace as well, and which was achieved despite growing investments in what management calls key growth areas. Income from operations, meanwhile, grew at an even faster pace, thanks to some operating leverage, rising by 48% year over year when adjusted for the fine that Alibaba had to pay during Q1. It makes, I believe, sense to back out this one-time item to get a clearer picture about Alibaba's underlying, \"core\" profitability during an average quarter.</p>\n<p>Alibaba Group's weak share price performance, relative to the broad market and other tech names, is thus not the result of weak operating performance, but rather a result of multiple compression, driven by weak investor sentiment due to China exposure and&nbsp;fears about regulation.</p>\n<p>At its current price of $220, BABA trades at a quite large discount compared to the current consensus analyst price target of $298. If Alibaba were to hit that, shares would gain 35%. Analyst price targets are usually issued with a 1-year time frame, thus, if the analyst community is correct, Alibaba could be a great investment. From a valuation standpoint, this price target doesn't seem outrageous at all, as $298 would equate to around 29x this year's expected net profits, or 23x next year's net earnings. The latter is likely the more telling one when we talk about a price target for summer 2022, i.e. 1 year from now.</p>\n<p><b>Can Alibaba Stock Hit $500?</b></p>\n<p>The answer to that question, I think, depends on your time frame. If you are looking at a 12-month window, then Alibaba will most likely not be able to hit $500. The ~$300 price target seems achievable, although that is, of course, also not guaranteed. If, however, we take a longer-term view, then $500 seems like a share price that BABA could hit eventually. Let's look at a couple of examples.</p>\n<p><i>- If Alibaba were to generate earnings per share of $20 at some point and traded at an earnings multiple of 25, then shares would trade at $500.</i></p>\n<p><i>- If Alibaba were to generate earnings per share of $25 and traded at a 20x earnings multiple, then shares would trade at $500.</i></p>\n<p><i>- If Alibaba were to generate earnings per share of $17 and traded at 29x its net profits, then shares would trade at (marginally below) $500.</i></p>\n<p>We see that there are many scenarios that could get us to a $500 share price for BABA, some of them more likely than others. Of course, the higher your target multiple, the lower the earnings that would be required. This, in turn, means that the price target can be hit sooner, as less cumulative earnings growth would be required. When we take a look at how Alibaba was valued in the past, we see that the longer-term median earnings multiples for BABA look like this:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd2d42b7094deb394266d6410287c2e4\" tg-width=\"635\" tg-height=\"436\"><span>Data byYCharts</span></p>\n<p>At 30-40x net earnings, Alibaba was clearly trading at a massive premium relative to how shares are valued today (around 20x this year's earnings). I think that the current valuation is too low, but on the other hand, I do not expect Alibaba to trade at 30, 35, or even 40x net profits in coming years. Due to the growing scale of Alibaba, which makes it a little harder to maintain its excellent growth in coming years, shares will likely trade at a lower valuation in coming years, compared to how they were valued in the past.</p>\n<p>I still think that shares do have some valuation expansion potential from the current earnings multiple of around 21, thus let's assume that shares trade at 23x net profits in the future. This would still represent a massive discount versus the historic valuation, and also a substantial discount compared to how US-based high-tech mega-caps are valued -- Amazon (AMZN), for example, trades at 59x this year's earnings.</p>\n<p>If we want to get to a $500 share price for BABA using a 23x earnings multiple, then we get to earnings per share of $21.70 that Alibaba must generate. When could this be the case? In the following chart, we see EPS estimates for the current year, next year (CY 2022), and CY 2023:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fcf78e0b071eff9753afbdcd96f751c\" tg-width=\"635\" tg-height=\"436\"><span>Data byYCharts</span></p>\n<p>If analysts are right, Alibaba will not get to earn $22 a share through 2023, and I think that is realistic. I do not see earnings per share rising by 100%+ between this year and 2023, either. From 2023, it would take another 43% increase in Alibaba's earnings per share to get to $21.70, which is our \"target EPS\" for a $500 share price.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b4c351b4b5eb3328191ccaa9a3b776c\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p>\n<p>Analysts are currently forecasting long-term EPS growth of around 27%, which would mean it would take Alibaba about 1.5 years to grow its EPS from $15.20 (2023 estimate) to our target of $21.70. Even if we assume that this is too optimistic and that growth will be just 20% in 2024 and 2025, EPS of $21.70 could be hit by the end of 2025. So, in other words, if Alibaba grows a little less than what analysts are forecasting right now, Alibaba could trade at $500 by the end of 2025 -- or 4.5 years from now. Note that this scenario does not require a high earnings multiple at all -- at 23x net profits, Alibaba wouldn't be expensive, I believe.</p>\n<p>We can get even more conservative and assume that the 2023 EPS estimate is 10% too high and that EPS will grow by just 17% a year in the years beyond 2023 (versus a long-term forecast of 27% a year by the analyst community). In that case, Alibaba would hit $21.70 in earnings per share in 2026, and shares would rise to $500 over the next 5.5 years. Even in this scenario, BABA wouldn't be a bad investment at all -- a 130% share price increase from the current level over the next 5.5 years would equate to annualized returns of 16%.</p>\n<p>So, to sum this section up, I'd say<i>yes, BABA can hit $500</i>-- but it will realistically take a couple of years. By the mid-2020s, this seems like a very achievable goal to me, although there are, of course, no guarantees.</p>\n<p><b>Is Alibaba Stock A Buy Or Sell Now?</b></p>\n<p>Alibaba Group is, I believe, a strong investment. The company generates strong growth, profits from multiple long-term macro trends, such as growing consumer spending in China, growing e-commerce market share, and cloud computing. There are, however, risks to consider: Alibaba is highly China-dependent, and in case the economic growth story in China ends, Alibaba would be hurt a lot. On top of that, Alibaba could be targeted again by regulators, although I personally think that it is not in China's best interest to hurt one of its highest-growth tech companies.</p>\n<p>For those that worry about these risks, Alibaba may not be the right choice, but for those that see Alibaba as a potentially very rewarding play on Chinese consumers, BABA could be a strong pick in a diversified portfolio. I belong to the latter group and thus rate the stock a buy at current valuations, expecting significant upside over the coming years. Depending on your risk tolerance and how you weigh the opportunities and threats of investing in Chinese companies, you may decide differently, however.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Alibaba Stock Hit $500? If You Got Time, Yes</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\">\nCan Alibaba Stock Hit $500? If You Got Time, Yes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 20:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4432992-alibaba-stock-hit-500><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is a battleground stock where some see a lot of opportunities, while others see many risks.\nI believe that there are both opportunities and risks, but would see the prior outweighing ...</p>\n\n<a href=\"https://seekingalpha.com/article/4432992-alibaba-stock-hit-500\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4432992-alibaba-stock-hit-500","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154529120","content_text":"Summary\n\nAlibaba is a battleground stock where some see a lot of opportunities, while others see many risks.\nI believe that there are both opportunities and risks, but would see the prior outweighing the latter.\nIn the long run, BABA has a chance of delivering strong gains for those that buy at the current, quite low, valuation.\n\nPhoto by efetova/iStock via Getty Images\nArticle Thesis\nAlibaba Group (BABA) is a leading global high-tech name that continues to generate attractive growth and that offers investors exposure to the high-growth Chinese consumer market. At the same time, through a range of ventures, Alibaba is also active in additional industries, such as cloud computing. Shares have declined considerably over the last couple of months, but I believe that the long-term potential is significant. I would not be surprised to see shares rise towards $500, although that will not happen in the near term.\nBABA Stock Price\nSince its IPO, Alibaba has seen strong share price gains, but it should also be mentioned that shares did peek in H2 2020, and have declined considerably since then:\nData byYCharts\nShares are now basically where they were one year ago, as the gains during summer 2020 have been erased when Ant Financial's IPO plans were stopped. The flat share price performance over the last year is somewhat surprising, though, as Alibaba continued to generate strong results in that time frame. During the last quarter, for example, Alibaba showcased a revenue growth rate of 64%, while revenue growth during the previous quarter was also very strong, at around 50%. This is not the only positive in Alibaba's earnings releases, however. The company also managed to grow its user count by 32 million during the most recent quarter alone, which equates to an annualized user growth rate of around 20%. This bodes well for future quarters, as more users on Alibaba's platform should translate into higher revenues. On top of that, the strong user growth shows that there is still growing demand for the shopping services that Alibaba's platforms offer -- the market is not saturated at all. Alibaba also managed to grow its EBITDA by 25% year over year, which is an attractive growth pace as well, and which was achieved despite growing investments in what management calls key growth areas. Income from operations, meanwhile, grew at an even faster pace, thanks to some operating leverage, rising by 48% year over year when adjusted for the fine that Alibaba had to pay during Q1. It makes, I believe, sense to back out this one-time item to get a clearer picture about Alibaba's underlying, \"core\" profitability during an average quarter.\nAlibaba Group's weak share price performance, relative to the broad market and other tech names, is thus not the result of weak operating performance, but rather a result of multiple compression, driven by weak investor sentiment due to China exposure and fears about regulation.\nAt its current price of $220, BABA trades at a quite large discount compared to the current consensus analyst price target of $298. If Alibaba were to hit that, shares would gain 35%. Analyst price targets are usually issued with a 1-year time frame, thus, if the analyst community is correct, Alibaba could be a great investment. From a valuation standpoint, this price target doesn't seem outrageous at all, as $298 would equate to around 29x this year's expected net profits, or 23x next year's net earnings. The latter is likely the more telling one when we talk about a price target for summer 2022, i.e. 1 year from now.\nCan Alibaba Stock Hit $500?\nThe answer to that question, I think, depends on your time frame. If you are looking at a 12-month window, then Alibaba will most likely not be able to hit $500. The ~$300 price target seems achievable, although that is, of course, also not guaranteed. If, however, we take a longer-term view, then $500 seems like a share price that BABA could hit eventually. Let's look at a couple of examples.\n- If Alibaba were to generate earnings per share of $20 at some point and traded at an earnings multiple of 25, then shares would trade at $500.\n- If Alibaba were to generate earnings per share of $25 and traded at a 20x earnings multiple, then shares would trade at $500.\n- If Alibaba were to generate earnings per share of $17 and traded at 29x its net profits, then shares would trade at (marginally below) $500.\nWe see that there are many scenarios that could get us to a $500 share price for BABA, some of them more likely than others. Of course, the higher your target multiple, the lower the earnings that would be required. This, in turn, means that the price target can be hit sooner, as less cumulative earnings growth would be required. When we take a look at how Alibaba was valued in the past, we see that the longer-term median earnings multiples for BABA look like this:\nData byYCharts\nAt 30-40x net earnings, Alibaba was clearly trading at a massive premium relative to how shares are valued today (around 20x this year's earnings). I think that the current valuation is too low, but on the other hand, I do not expect Alibaba to trade at 30, 35, or even 40x net profits in coming years. Due to the growing scale of Alibaba, which makes it a little harder to maintain its excellent growth in coming years, shares will likely trade at a lower valuation in coming years, compared to how they were valued in the past.\nI still think that shares do have some valuation expansion potential from the current earnings multiple of around 21, thus let's assume that shares trade at 23x net profits in the future. This would still represent a massive discount versus the historic valuation, and also a substantial discount compared to how US-based high-tech mega-caps are valued -- Amazon (AMZN), for example, trades at 59x this year's earnings.\nIf we want to get to a $500 share price for BABA using a 23x earnings multiple, then we get to earnings per share of $21.70 that Alibaba must generate. When could this be the case? In the following chart, we see EPS estimates for the current year, next year (CY 2022), and CY 2023:\nData byYCharts\nIf analysts are right, Alibaba will not get to earn $22 a share through 2023, and I think that is realistic. I do not see earnings per share rising by 100%+ between this year and 2023, either. From 2023, it would take another 43% increase in Alibaba's earnings per share to get to $21.70, which is our \"target EPS\" for a $500 share price.\nData byYCharts\nAnalysts are currently forecasting long-term EPS growth of around 27%, which would mean it would take Alibaba about 1.5 years to grow its EPS from $15.20 (2023 estimate) to our target of $21.70. Even if we assume that this is too optimistic and that growth will be just 20% in 2024 and 2025, EPS of $21.70 could be hit by the end of 2025. So, in other words, if Alibaba grows a little less than what analysts are forecasting right now, Alibaba could trade at $500 by the end of 2025 -- or 4.5 years from now. Note that this scenario does not require a high earnings multiple at all -- at 23x net profits, Alibaba wouldn't be expensive, I believe.\nWe can get even more conservative and assume that the 2023 EPS estimate is 10% too high and that EPS will grow by just 17% a year in the years beyond 2023 (versus a long-term forecast of 27% a year by the analyst community). In that case, Alibaba would hit $21.70 in earnings per share in 2026, and shares would rise to $500 over the next 5.5 years. Even in this scenario, BABA wouldn't be a bad investment at all -- a 130% share price increase from the current level over the next 5.5 years would equate to annualized returns of 16%.\nSo, to sum this section up, I'd sayyes, BABA can hit $500-- but it will realistically take a couple of years. By the mid-2020s, this seems like a very achievable goal to me, although there are, of course, no guarantees.\nIs Alibaba Stock A Buy Or Sell Now?\nAlibaba Group is, I believe, a strong investment. The company generates strong growth, profits from multiple long-term macro trends, such as growing consumer spending in China, growing e-commerce market share, and cloud computing. There are, however, risks to consider: Alibaba is highly China-dependent, and in case the economic growth story in China ends, Alibaba would be hurt a lot. On top of that, Alibaba could be targeted again by regulators, although I personally think that it is not in China's best interest to hurt one of its highest-growth tech companies.\nFor those that worry about these risks, Alibaba may not be the right choice, but for those that see Alibaba as a potentially very rewarding play on Chinese consumers, BABA could be a strong pick in a diversified portfolio. I belong to the latter group and thus rate the stock a buy at current valuations, expecting significant upside over the coming years. Depending on your risk tolerance and how you weigh the opportunities and threats of investing in Chinese companies, you may decide differently, however.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126103360,"gmtCreate":1624546358050,"gmtModify":1703840049930,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a>i want a yummy cake!","listText":"<a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a>i want a yummy cake!","text":"$Snowflake(SNOW)$i want a yummy cake!","images":[{"img":"https://static.tigerbbs.com/3f06b9117ecafcc2769437077340f1d7","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/126103360","isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":134743654,"gmtCreate":1622262640378,"gmtModify":1704182474473,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"Great price to enter!","listText":"Great price to enter!","text":"Great price to enter!","images":[{"img":"https://static.tigerbbs.com/d26627f82cf6eef7f93ab3a69acee55a","width":"750","height":"1857"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/134743654","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":143220438,"gmtCreate":1625796772324,"gmtModify":1703748736073,"author":{"id":"3582122678414931","authorId":"3582122678414931","name":"TLP","avatar":"https://static.tigerbbs.com/33e13253b0baf2978425d83aa0d090b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582122678414931","idStr":"3582122678414931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>Still holding on!","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>Still holding on!","text":"$Unity Software Inc.(U)$Still holding on!","images":[{"img":"https://static.tigerbbs.com/a0cfceb936e5944c8af627f44c7d5052","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143220438","isVote":1,"tweetType":1,"viewCount":2218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}