lrjk1985 personal page - To The Moon

lrjk1985

lrjk1985

No personal profile

15Follow

9Followers

0Topic

0Badge

2022-01-10

Time to buy some bank stocks

Goldman Now Expects Four Fed Hikes, Sees Faster Runoff in 2022

2023-01-17

It's ok to have fantasies. This is one of them.

Apple Stock: The Path To $3 Trillion In 2023

2022-01-28

Said it before, and will say it again: if the company's fundamentals are strong, any dip in share price isa discount

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

2022-01-16

Very long on Pltr.

Sorry, the original content has been removed

2022-01-22

PLTR is making profit hand over fist. This isn't a great analysis of Palantir

Why I Sold These 3 High-Growth Tech Stocks

2022-03-30

This is useless because it already happened. Don't follow!

Sorry, the original content has been removed

2022-01-24

It is debt free. It has growing Free cash flow. It hasgrowing commercial customer base. It is sticky in terms of software. Employee stock compensation is large, but growing revenue is not slowing.It's a matter of time Before this one goes 10x

Is Palantir Stock A Buy Or Sell At Its Current Valuation?

2021-09-12

Interesting….

US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week

2022-05-21

Yup. This is one company that's Resilient

Buy Apple Stock for Resiliency During the Tech Sell-Off

2022-05-21

Absolutely buy

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3582784322184490","uuid":"3582784322184490","gmtCreate":1619691481069,"gmtModify":1619694490219,"name":"lrjk1985","pinyin":"lrjk1985","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":9,"headSize":15,"tweetSize":0,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.27","exceedPercentage":"80.78%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":495851484000488,"gmtCreate":1762088158153,"gmtModify":1762088160259,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"I think DBS will close at 55.","listText":"I think DBS will close at 55.","text":"I think DBS will close at 55.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/495851484000488","isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472762034934080,"gmtCreate":1756456110647,"gmtModify":1756456112707,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RR\">$Richtech Robotics(RR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/RR\">$Richtech Robotics(RR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Richtech Robotics(RR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472762034934080","isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":422125644222680,"gmtCreate":1744078535928,"gmtModify":1744078540477,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"Literally the third time there has been some kind of digital issue With DBS.","listText":"Literally the third time there has been some kind of digital issue With DBS.","text":"Literally the third time there has been some kind of digital issue With DBS.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/422125644222680","repostId":"1163113377","repostType":2,"repost":{"id":"1163113377","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings","home_visible":1,"media_name":"TigerNews SG","id":"1050470178","head_image":"https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709"},"pubTimestamp":1744078129,"share":"https://ttm.financial/m/news/1163113377?lang=en_US&edition=fundamental","pubTime":"2025-04-08 10:08","market":"sg","language":"en","title":"DBS Group Plummets 3% Following Ransomware Attack on Vendor, Potentially Exposing Customer Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1163113377","media":"TigerNews SG","summary":"DBS Group Holdings  saw its stock price plummet by 3% during Tuesday's trading session, as investors reacted to news of a ransomware attack on one of the bank's vendors. The incident has potentially exposed sensitive information of thousands of DBS customers, raising concerns about data security and the bank's reputation.While DBS has assured that its systems were not directly compromised and that customer deposits and monies remain safe, the incident has clearly shaken investor confidence. The ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/D05.SI\">DBS Group Holdings</a> saw its stock price plummet by more than 3% during Tuesday&#39;s trading session, as investors reacted to news of a ransomware attack on one of the bank&#39;s vendors. The incident has potentially exposed sensitive information of thousands of DBS customers, raising concerns about data security and the bank&#39;s reputation.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/959d1704cf4708ecbd06867adcb22b5b\" tg-width=\"825\" tg-height=\"625\"/></p><p>According to reports, Toppan Next Tech (TNT), a data vendor responsible for printing customer statements and letters for DBS, fell victim to a ransomware attack. The breach has potentially compromised customer information of approximately 8,200 DBS clients, primarily affecting DBS Vickers accounts and some Cashline loan accounts. The potentially exposed data includes customers&#39; names, postal addresses, and details related to equities held under DBS Vickers and Cashline loans.</p><p>While DBS has assured that its systems were not directly compromised and that customer deposits and monies remain safe, the incident has clearly shaken investor confidence. The bank stated that there is currently no evidence of unauthorized transactions resulting from the breach. However, the potential exposure of customer data poses significant reputational risks for DBS, which is Singapore&#39;s largest bank by market capitalization. The incident also highlights the vulnerabilities that can arise from third-party vendors handling sensitive financial information, potentially leading to increased scrutiny of banks&#39; data management practices.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DBS Group Plummets 3% Following Ransomware Attack on Vendor, Potentially Exposing Customer Data</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\">\nDBS Group Plummets 3% Following Ransomware Attack on Vendor, Potentially Exposing Customer Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1050470178\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TigerNews SG </p>\n<p class=\"h-time\">2025-04-08 10:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/D05.SI\">DBS Group Holdings</a> saw its stock price plummet by more than 3% during Tuesday&#39;s trading session, as investors reacted to news of a ransomware attack on one of the bank&#39;s vendors. The incident has potentially exposed sensitive information of thousands of DBS customers, raising concerns about data security and the bank&#39;s reputation.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/959d1704cf4708ecbd06867adcb22b5b\" tg-width=\"825\" tg-height=\"625\"/></p><p>According to reports, Toppan Next Tech (TNT), a data vendor responsible for printing customer statements and letters for DBS, fell victim to a ransomware attack. The breach has potentially compromised customer information of approximately 8,200 DBS clients, primarily affecting DBS Vickers accounts and some Cashline loan accounts. The potentially exposed data includes customers&#39; names, postal addresses, and details related to equities held under DBS Vickers and Cashline loans.</p><p>While DBS has assured that its systems were not directly compromised and that customer deposits and monies remain safe, the incident has clearly shaken investor confidence. The bank stated that there is currently no evidence of unauthorized transactions resulting from the breach. However, the potential exposure of customer data poses significant reputational risks for DBS, which is Singapore&#39;s largest bank by market capitalization. The incident also highlights the vulnerabilities that can arise from third-party vendors handling sensitive financial information, potentially leading to increased scrutiny of banks&#39; data management practices.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"D05.SI":"星展集团控股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163113377","content_text":"DBS Group Holdings saw its stock price plummet by more than 3% during Tuesday's trading session, as investors reacted to news of a ransomware attack on one of the bank's vendors. The incident has potentially exposed sensitive information of thousands of DBS customers, raising concerns about data security and the bank's reputation.According to reports, Toppan Next Tech (TNT), a data vendor responsible for printing customer statements and letters for DBS, fell victim to a ransomware attack. The breach has potentially compromised customer information of approximately 8,200 DBS clients, primarily affecting DBS Vickers accounts and some Cashline loan accounts. The potentially exposed data includes customers' names, postal addresses, and details related to equities held under DBS Vickers and Cashline loans.While DBS has assured that its systems were not directly compromised and that customer deposits and monies remain safe, the incident has clearly shaken investor confidence. The bank stated that there is currently no evidence of unauthorized transactions resulting from the breach. However, the potential exposure of customer data poses significant reputational risks for DBS, which is Singapore's largest bank by market capitalization. The incident also highlights the vulnerabilities that can arise from third-party vendors handling sensitive financial information, potentially leading to increased scrutiny of banks' data management practices.","news_type":1,"symbols_score_info":{"D05.SI":1}},"isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350898354196792,"gmtCreate":1726710300050,"gmtModify":1726710304081,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"The amount of BS","listText":"The amount of BS","text":"The amount of BS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350898354196792","repostId":"2468814205","repostType":2,"isVote":1,"tweetType":1,"viewCount":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343634073063552,"gmtCreate":1724924536967,"gmtModify":1724924540755,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"The fundamentals exist. If you're in, you're in.","listText":"The fundamentals exist. If you're in, you're in.","text":"The fundamentals exist. If you're in, you're in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343634073063552","repostId":"1107280994","repostType":2,"repost":{"id":"1107280994","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1724924395,"share":"https://ttm.financial/m/news/1107280994?lang=en_US&edition=fundamental","pubTime":"2024-08-29 17:39","market":"us","language":"en","title":"Nvidia Stock Trims Its losses After Disappointing Forecast, Blackwell Chip Snags","url":"https://stock-news.laohu8.com/highlight/detail?id=1107280994","media":"Tiger Newspress","summary":"Nvidia Corp. failed to live up to investor hopes with its latest results on Wednesday, delivering an underwhelming forecast and news of production snags with its much-awaited Blackwell chips.The compa","content":"<html><head></head><body><p>Nvidia Corp. failed to live up to investor hopes with its latest results on Wednesday, delivering an underwhelming forecast and news of production snags with its much-awaited Blackwell chips.</p><p>The company’s quarterly report — the most anticipated part of the tech industry’s earnings season — met or beat analysts’ estimates on nearly every measure. But Nvidia investors have grown accustomed to blowout quarters, and the latest numbers didn’t qualify.</p><p>Moreover, Nvidia’s next big cash cow — the new Blackwell processor lineup — has proven more challenging to manufacture than anticipated. The product is the next generation of the company’s dominant artificial intelligence processor, and fears of delays contributed to a stock decline of 2.4% in premarket trading Thursday, trimming previous losses. The shares had more than doubled this year through Wednesday’s close, following a gain of 239% in 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a388c7573ec9ea965ae5c76f1c498cd4\" title=\"\" tg-width=\"872\" tg-height=\"624\"/></p><p>“It was up against lofty and unsustainable expectations,” Bloomberg Intelligence analysts Kunjan Sobhani and Oscar Hernandez Tejada said in a note.</p><p style=\"text-align: start;\">Third-quarter revenue will be about $32.5 billion, the company said. Though analysts had predicted $31.9 billion on average, estimates ranged as high as $37.9 billion.</p><p style=\"text-align: start;\">The disappointing outlook threatens to tamp down an AI frenzy that has transformed Nvidia into the world’s second-most-valuable company. The chipmaker is the key beneficiary of a race to upgrade data centers to handle AI software, and its sales forecasts have become a barometer for that spending boom.</p><p>Heading into the announcement, there was concern that Nvidia was having problems with its new Blackwell design. The company acknowledged that there were issues with production, saying that it was making changes to improve its manufacturing yield — the number of functioning chips that come out of factories. At the same time, the company said it expects to bring in “several billion dollars” of revenue in the fourth quarter from the product.</p><p style=\"text-align: start;\">Supplies will be plentiful after manufacturing gains momentum, Chief Executive Officer Jensen Huang said later during a Bloomberg Television interview. “We’re going to have lots and lots of supply, and we will be able to ramp,” he said.</p><p>Nvidia is coming off a string of quarters that shattered Wall Street expectations — even as analysts continued to raise estimates. But the amount of upside has been trending down.</p><p style=\"text-align: start;\">Most of Nvidia’s growth also has come from a small group of customers. About 40% of Nvidia’s revenue stems from large data-center operators — companies like Alphabet Inc.’s Google and Meta Platforms Inc. — which are pouring tens of billions of dollars into AI infrastructure.</p><p style=\"text-align: start;\">Though Meta and others have increased their capital expenditure budgets this earnings season, there’s been concern that the amount of infrastructure being put in place exceeds current requirements. That could lead to a bubble. But Nvidia’s Huang has maintained that this is only the beginning of a new era for technology and the economy.</p><p>Expectations were lofty. Nvidia has been the best performing stock in the S&amp;P 500 Index this year, eclipsing gains by all other semiconductor companies. At a market value of more than $3 trillion, Nvidia is worth roughly the same amount as the next 10 largest chip firms combined.</p><p>Nvidia made its name by selling video-game cards, but is now best known for so-called AI accelerators. These chips, derived from its graphics processors, are used to develop artificial intelligence software by bombarding it with information.</p><p style=\"text-align: start;\">The process, known as training, makes AI models better at recognizing and responding to real-world inputs. Nvidia’s components are also used in systems that then run the software, a stage known as inference, and help power services such as OpenAI’s ChatGPT.</p><p style=\"text-align: start;\">Last quarter’s results topped Wall Street projections, and the Santa Clara, California-based company’s board approved an additional $50 billion in stock buybacks.</p><p>Nvidia’s revenue more than doubled to $30 billion in the fiscal second quarter, which ended July 28. Excluding certain items, profit was 68 cents a share. Analysts had predicted sales of about $28.9 billion and earnings of 64 cents a share.</p><p style=\"text-align: start;\">Nvidia got a jump on other chipmakers because its technology was well-suited to the needs of AI. But rivals are trying to catch up. Advanced Micro Devices Inc. is now its closest competitor, with Intel Corp. — once the world’s biggest chipmaker — trailing further behind. Their combined revenue from the market is only about 5% of Nvidia’s total.</p><p style=\"text-align: start;\">Nvidia’s data-center division — now by far its largest source of sales — generated $26.3 billion of revenue last quarter. Gaming chips provided $2.9 billion. Analysts had given targets of $25.1 billion for the data-center unit and $2.79 billion for gaming.</p><p>Blackwell is expected to generate a fresh wave of growth when it rolls out in the coming months. Analysts have downplayed concerns about delays, noting that the company still enjoys huge demand for its current generation of products. That could help Nvidia cope with any delays without a big financial hit.</p><p style=\"text-align: start;\">In describing its challenges with Blackwell, Nvidia said it had to change a mask production step to improve its yield. A mask is the template used to burn the circuit pattern into materials deposited on a disk of silicon.</p><p style=\"text-align: start;\">Production of Blackwell is set to ramp up in the fourth quarter and continue into the next fiscal year, Nvidia said.</p><p style=\"text-align: start;\">During a post-results conference call, analysts sought more details on the amount of revenue that the new Blackwell chips would deliver and when. Huang and Chief Financial Officer Colette Kress stuck to their promise of billions of dollars in the fourth quarter, refusing to elaborate further.</p><p style=\"text-align: start;\">The stock extended its declines as the call went on and answers weren’t provided.</p><p style=\"text-align: start;\">In his typical fashion, Huang made high-level predictions on the future of the computing industry, arguing that a trillion dollars of equipment will be needed to replace outmoded gear in the world’s data centers. That replacement process is just beginning, he said.</p><p style=\"text-align: start;\">AI is taking over computer search, helping companies speed up their business processes, and needed by countries to secure data, he said.</p><p style=\"text-align: start;\">“It’s affecting how every layer of computing is done,” Huang said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Trims Its losses After Disappointing Forecast, Blackwell Chip Snags</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Trims Its losses After Disappointing Forecast, Blackwell Chip Snags\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-08-29 17:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia Corp. failed to live up to investor hopes with its latest results on Wednesday, delivering an underwhelming forecast and news of production snags with its much-awaited Blackwell chips.</p><p>The company’s quarterly report — the most anticipated part of the tech industry’s earnings season — met or beat analysts’ estimates on nearly every measure. But Nvidia investors have grown accustomed to blowout quarters, and the latest numbers didn’t qualify.</p><p>Moreover, Nvidia’s next big cash cow — the new Blackwell processor lineup — has proven more challenging to manufacture than anticipated. The product is the next generation of the company’s dominant artificial intelligence processor, and fears of delays contributed to a stock decline of 2.4% in premarket trading Thursday, trimming previous losses. The shares had more than doubled this year through Wednesday’s close, following a gain of 239% in 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a388c7573ec9ea965ae5c76f1c498cd4\" title=\"\" tg-width=\"872\" tg-height=\"624\"/></p><p>“It was up against lofty and unsustainable expectations,” Bloomberg Intelligence analysts Kunjan Sobhani and Oscar Hernandez Tejada said in a note.</p><p style=\"text-align: start;\">Third-quarter revenue will be about $32.5 billion, the company said. Though analysts had predicted $31.9 billion on average, estimates ranged as high as $37.9 billion.</p><p style=\"text-align: start;\">The disappointing outlook threatens to tamp down an AI frenzy that has transformed Nvidia into the world’s second-most-valuable company. The chipmaker is the key beneficiary of a race to upgrade data centers to handle AI software, and its sales forecasts have become a barometer for that spending boom.</p><p>Heading into the announcement, there was concern that Nvidia was having problems with its new Blackwell design. The company acknowledged that there were issues with production, saying that it was making changes to improve its manufacturing yield — the number of functioning chips that come out of factories. At the same time, the company said it expects to bring in “several billion dollars” of revenue in the fourth quarter from the product.</p><p style=\"text-align: start;\">Supplies will be plentiful after manufacturing gains momentum, Chief Executive Officer Jensen Huang said later during a Bloomberg Television interview. “We’re going to have lots and lots of supply, and we will be able to ramp,” he said.</p><p>Nvidia is coming off a string of quarters that shattered Wall Street expectations — even as analysts continued to raise estimates. But the amount of upside has been trending down.</p><p style=\"text-align: start;\">Most of Nvidia’s growth also has come from a small group of customers. About 40% of Nvidia’s revenue stems from large data-center operators — companies like Alphabet Inc.’s Google and Meta Platforms Inc. — which are pouring tens of billions of dollars into AI infrastructure.</p><p style=\"text-align: start;\">Though Meta and others have increased their capital expenditure budgets this earnings season, there’s been concern that the amount of infrastructure being put in place exceeds current requirements. That could lead to a bubble. But Nvidia’s Huang has maintained that this is only the beginning of a new era for technology and the economy.</p><p>Expectations were lofty. Nvidia has been the best performing stock in the S&amp;P 500 Index this year, eclipsing gains by all other semiconductor companies. At a market value of more than $3 trillion, Nvidia is worth roughly the same amount as the next 10 largest chip firms combined.</p><p>Nvidia made its name by selling video-game cards, but is now best known for so-called AI accelerators. These chips, derived from its graphics processors, are used to develop artificial intelligence software by bombarding it with information.</p><p style=\"text-align: start;\">The process, known as training, makes AI models better at recognizing and responding to real-world inputs. Nvidia’s components are also used in systems that then run the software, a stage known as inference, and help power services such as OpenAI’s ChatGPT.</p><p style=\"text-align: start;\">Last quarter’s results topped Wall Street projections, and the Santa Clara, California-based company’s board approved an additional $50 billion in stock buybacks.</p><p>Nvidia’s revenue more than doubled to $30 billion in the fiscal second quarter, which ended July 28. Excluding certain items, profit was 68 cents a share. Analysts had predicted sales of about $28.9 billion and earnings of 64 cents a share.</p><p style=\"text-align: start;\">Nvidia got a jump on other chipmakers because its technology was well-suited to the needs of AI. But rivals are trying to catch up. Advanced Micro Devices Inc. is now its closest competitor, with Intel Corp. — once the world’s biggest chipmaker — trailing further behind. Their combined revenue from the market is only about 5% of Nvidia’s total.</p><p style=\"text-align: start;\">Nvidia’s data-center division — now by far its largest source of sales — generated $26.3 billion of revenue last quarter. Gaming chips provided $2.9 billion. Analysts had given targets of $25.1 billion for the data-center unit and $2.79 billion for gaming.</p><p>Blackwell is expected to generate a fresh wave of growth when it rolls out in the coming months. Analysts have downplayed concerns about delays, noting that the company still enjoys huge demand for its current generation of products. That could help Nvidia cope with any delays without a big financial hit.</p><p style=\"text-align: start;\">In describing its challenges with Blackwell, Nvidia said it had to change a mask production step to improve its yield. A mask is the template used to burn the circuit pattern into materials deposited on a disk of silicon.</p><p style=\"text-align: start;\">Production of Blackwell is set to ramp up in the fourth quarter and continue into the next fiscal year, Nvidia said.</p><p style=\"text-align: start;\">During a post-results conference call, analysts sought more details on the amount of revenue that the new Blackwell chips would deliver and when. Huang and Chief Financial Officer Colette Kress stuck to their promise of billions of dollars in the fourth quarter, refusing to elaborate further.</p><p style=\"text-align: start;\">The stock extended its declines as the call went on and answers weren’t provided.</p><p style=\"text-align: start;\">In his typical fashion, Huang made high-level predictions on the future of the computing industry, arguing that a trillion dollars of equipment will be needed to replace outmoded gear in the world’s data centers. That replacement process is just beginning, he said.</p><p style=\"text-align: start;\">AI is taking over computer search, helping companies speed up their business processes, and needed by countries to secure data, he said.</p><p style=\"text-align: start;\">“It’s affecting how every layer of computing is done,” Huang said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107280994","content_text":"Nvidia Corp. failed to live up to investor hopes with its latest results on Wednesday, delivering an underwhelming forecast and news of production snags with its much-awaited Blackwell chips.The company’s quarterly report — the most anticipated part of the tech industry’s earnings season — met or beat analysts’ estimates on nearly every measure. But Nvidia investors have grown accustomed to blowout quarters, and the latest numbers didn’t qualify.Moreover, Nvidia’s next big cash cow — the new Blackwell processor lineup — has proven more challenging to manufacture than anticipated. The product is the next generation of the company’s dominant artificial intelligence processor, and fears of delays contributed to a stock decline of 2.4% in premarket trading Thursday, trimming previous losses. The shares had more than doubled this year through Wednesday’s close, following a gain of 239% in 2023.“It was up against lofty and unsustainable expectations,” Bloomberg Intelligence analysts Kunjan Sobhani and Oscar Hernandez Tejada said in a note.Third-quarter revenue will be about $32.5 billion, the company said. Though analysts had predicted $31.9 billion on average, estimates ranged as high as $37.9 billion.The disappointing outlook threatens to tamp down an AI frenzy that has transformed Nvidia into the world’s second-most-valuable company. The chipmaker is the key beneficiary of a race to upgrade data centers to handle AI software, and its sales forecasts have become a barometer for that spending boom.Heading into the announcement, there was concern that Nvidia was having problems with its new Blackwell design. The company acknowledged that there were issues with production, saying that it was making changes to improve its manufacturing yield — the number of functioning chips that come out of factories. At the same time, the company said it expects to bring in “several billion dollars” of revenue in the fourth quarter from the product.Supplies will be plentiful after manufacturing gains momentum, Chief Executive Officer Jensen Huang said later during a Bloomberg Television interview. “We’re going to have lots and lots of supply, and we will be able to ramp,” he said.Nvidia is coming off a string of quarters that shattered Wall Street expectations — even as analysts continued to raise estimates. But the amount of upside has been trending down.Most of Nvidia’s growth also has come from a small group of customers. About 40% of Nvidia’s revenue stems from large data-center operators — companies like Alphabet Inc.’s Google and Meta Platforms Inc. — which are pouring tens of billions of dollars into AI infrastructure.Though Meta and others have increased their capital expenditure budgets this earnings season, there’s been concern that the amount of infrastructure being put in place exceeds current requirements. That could lead to a bubble. But Nvidia’s Huang has maintained that this is only the beginning of a new era for technology and the economy.Expectations were lofty. Nvidia has been the best performing stock in the S&P 500 Index this year, eclipsing gains by all other semiconductor companies. At a market value of more than $3 trillion, Nvidia is worth roughly the same amount as the next 10 largest chip firms combined.Nvidia made its name by selling video-game cards, but is now best known for so-called AI accelerators. These chips, derived from its graphics processors, are used to develop artificial intelligence software by bombarding it with information.The process, known as training, makes AI models better at recognizing and responding to real-world inputs. Nvidia’s components are also used in systems that then run the software, a stage known as inference, and help power services such as OpenAI’s ChatGPT.Last quarter’s results topped Wall Street projections, and the Santa Clara, California-based company’s board approved an additional $50 billion in stock buybacks.Nvidia’s revenue more than doubled to $30 billion in the fiscal second quarter, which ended July 28. Excluding certain items, profit was 68 cents a share. Analysts had predicted sales of about $28.9 billion and earnings of 64 cents a share.Nvidia got a jump on other chipmakers because its technology was well-suited to the needs of AI. But rivals are trying to catch up. Advanced Micro Devices Inc. is now its closest competitor, with Intel Corp. — once the world’s biggest chipmaker — trailing further behind. Their combined revenue from the market is only about 5% of Nvidia’s total.Nvidia’s data-center division — now by far its largest source of sales — generated $26.3 billion of revenue last quarter. Gaming chips provided $2.9 billion. Analysts had given targets of $25.1 billion for the data-center unit and $2.79 billion for gaming.Blackwell is expected to generate a fresh wave of growth when it rolls out in the coming months. Analysts have downplayed concerns about delays, noting that the company still enjoys huge demand for its current generation of products. That could help Nvidia cope with any delays without a big financial hit.In describing its challenges with Blackwell, Nvidia said it had to change a mask production step to improve its yield. A mask is the template used to burn the circuit pattern into materials deposited on a disk of silicon.Production of Blackwell is set to ramp up in the fourth quarter and continue into the next fiscal year, Nvidia said.During a post-results conference call, analysts sought more details on the amount of revenue that the new Blackwell chips would deliver and when. Huang and Chief Financial Officer Colette Kress stuck to their promise of billions of dollars in the fourth quarter, refusing to elaborate further.The stock extended its declines as the call went on and answers weren’t provided.In his typical fashion, Huang made high-level predictions on the future of the computing industry, arguing that a trillion dollars of equipment will be needed to replace outmoded gear in the world’s data centers. That replacement process is just beginning, he said.AI is taking over computer search, helping companies speed up their business processes, and needed by countries to secure data, he said.“It’s affecting how every layer of computing is done,” Huang said.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322717472145464,"gmtCreate":1719819034541,"gmtModify":1719819038048,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"Nvdia is better, no cap.","listText":"Nvdia is better, no cap.","text":"Nvdia is better, no cap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322717472145464","repostId":"2447752866","repostType":2,"repost":{"id":"2447752866","kind":"highlight","pubTimestamp":1719812950,"share":"https://ttm.financial/m/news/2447752866?lang=en_US&edition=fundamental","pubTime":"2024-07-01 13:49","market":"us","language":"en","title":"Better Semiconductor Stock: Nvidia or Advanced Micro Devices","url":"https://stock-news.laohu8.com/highlight/detail?id=2447752866","media":"Motley Fool","summary":"Which stock will be the better performer over the next five years?","content":"<div>\n<p>Nvidia and AMD have both seen strong growth in the data center segments.The data center is a much larger piece of total revenue for Nvidia, compared to AMD.The stocks trade at similar valuations ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/30/better-semiconductor-stock-nvidia-amd/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Semiconductor Stock: Nvidia or Advanced Micro Devices</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\">\nBetter Semiconductor Stock: Nvidia or Advanced Micro Devices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-01 13:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/06/30/better-semiconductor-stock-nvidia-amd/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia and AMD have both seen strong growth in the data center segments.The data center is a much larger piece of total revenue for Nvidia, compared to AMD.The stocks trade at similar valuations ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/30/better-semiconductor-stock-nvidia-amd/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","NVDA":"英伟达","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4588":"碎股","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","AMD":"美国超微公司","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4551":"寇图资本持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4573":"虚拟现实","BK4097":"系统软件","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4543":"AI","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","BK4503":"景林资产持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4576":"AR","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4566":"资本集团","BK4575":"芯片概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4528":"SaaS概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"https://www.fool.com/investing/2024/06/30/better-semiconductor-stock-nvidia-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2447752866","content_text":"Nvidia and AMD have both seen strong growth in the data center segments.The data center is a much larger piece of total revenue for Nvidia, compared to AMD.The stocks trade at similar valuations despite Nvidia's superior revenue growth.In the battle for chip supremacy, two of the top companies battling it out are Nvidia and Advanced Micro Devices. Over the past five years, both stocks have been strong performers. AMD is up over 433% during that stretch, which is outstanding. However, that return pales in comparison to the over 3,000% gain in Nvidia's stock.Nvidia has been the better stock during the past five years, but which stock will likely outperform over the next five?Nvidia vs. AMDAt the moment, the buildout of artificial intelligence (AI) infrastructure benefits both companies, given the demand for the graphic processing units (GPUs) needed to power large language model (LLM) training and artificial intelligence (AI) inference. This insatiable demand for GPUs led Nvidia's data center segment to post $22.6 billion in fiscal 2025 Q1 revenue (for the quarter ending April 28, 2024), an incredible 427% year-over-year increase. AMD's data center segment, meanwhile, saw its fiscal 2024 first-quarter revenue soar more than 80% year over year to $2.3 billion.Nvidia has become the clear leader in the AI chip space, which can be seen with its data center segment generating nearly 10 times the amount of revenue that AMD's data center segment produced. The company's GPUs have become the primary ones used, due to its CUDA (Compute Unified Device Architecture) software platform, which developers have long been trained on to program the chips. This, in turn, has helped create a wide moat for the company's GPUs, giving it more than about 80% market share.However, the segment is still growing nicely for AMD as its GPUs become an alternative to Nvidia's chips, which are in tight supply. Enterprises often like to have multiple suppliers so they don't become dependent on just one.AMD is making some inroads. Last month, Microsoft announced that it would offer clusters of AMD's MI300X chips through its Azure cloud computing service as a Nvidia alternative. In addition, AMD recently said it has had serious inquiries about building an AI cluster with over 1 million GPUs. Given that AI training clusters are typically built with a few thousand GPUs, this would be a huge win for AMD if it ever came to fruition.While Nvidia's results are dominated by its GPU products and data center segment, the data center only accounted for 43% of AMD's total revenue, while it was 87% of Nvidia's revenue. At the same time, some of AMD's other segments struggled, which led to total year-over-year revenue growth in the quarter of only 2%, compared to 262% for Nvidia.Which stock is the better buy?Despite Nvidia's strong stock performance, the two stocks actually trade at nearly identical forward price-to-earnings (P/E) valuations. Nvidia trades at a forward P/E of 45.6, compared to AMD at 44.8.NVDA PE Ratio (Forward) data by YCharts.With the valuations so similar, the question of which is the better stock to own going forward should come down to which company will perform better operationally over the next few years.Working in AMD's favor is that its data center segment has a much smaller base, compared to Nvidia. As the smaller company, it has the opportunity to take market share away from Nvidia. If the company can become a viable second source of GPU chips, it should see a lot of continued growth in the segment.Meanwhile, looking five years out, the company's gaming segment, which has been a big drag, should see a huge improvement starting in 2027 or 2028. Microsoft is reportedly planning to launch its next-generation gaming console in 2028, while Sony is expected to launch its PlayStation 6 console in 2027 or 2028.Back in 2022, AMD revenue related to the Sony PlayStation 5 (PS5) was nearly $3.8 billion, representing 16% of its revenue. Console sales typically peak their third year after launch, and the PS5 was introduced in 2020.Working in Nvidia's favor is the moat it has created with its CUDA platform. Developers have already learned on its platform, and it takes time and training to work with other GPUs, which costs money. This should allow the company to keep its lead.Meanwhile, AMD has started rapidly pushing innovation by developing next-generation architecture GPU platforms that will be backward compatible with its existing architecture. This should help drive huge demand from customers looking to stay at the cutting edge of AI capabilities.If AI is still in its early innings and the data center buildout is just beginning, then Nvidia is my preferred stock to buy between the two chipmakers, given the moat it has created. However, I think AMD could also be a very solid investment, especially ahead of a gaming console refresh cycle in the next few years.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956801962,"gmtCreate":1673948979257,"gmtModify":1676538907330,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"It's ok to have fantasies. This is one of them.","listText":"It's ok to have fantasies. This is one of them.","text":"It's ok to have fantasies. This is one of them.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956801962","repostId":"1110475662","repostType":4,"repost":{"id":"1110475662","kind":"news","pubTimestamp":1673942503,"share":"https://ttm.financial/m/news/1110475662?lang=en_US&edition=fundamental","pubTime":"2023-01-17 16:01","market":"us","language":"en","title":"Apple Stock: The Path To $3 Trillion In 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1110475662","media":"TheStreet","summary":"Apple stock was valued at nearly $3 trillion exactly one year ago, but the share price took a 30%-plus dive in the 12 months that followed. How could the milestone be reached in 2023?","content":"<div>\n<p>Apple stock came close to being valued at $3 trillion, but the milestone was never reached. Could it happen in 2023?AAPL may get there if the economy and the markets at large behave well. The required...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/apple-stock-the-path-to-3-trillion-in-2023\">Source Link</a>\n\n</div>\n","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: The Path To $3 Trillion In 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: The Path To $3 Trillion In 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 16:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/apple-stock-the-path-to-3-trillion-in-2023><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock came close to being valued at $3 trillion, but the milestone was never reached. Could it happen in 2023?AAPL may get there if the economy and the markets at large behave well. The required...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/apple-stock-the-path-to-3-trillion-in-2023\">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.thestreet.com/apple/news/apple-stock-the-path-to-3-trillion-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110475662","content_text":"Apple stock came close to being valued at $3 trillion, but the milestone was never reached. Could it happen in 2023?AAPL may get there if the economy and the markets at large behave well. The required 42% rally in a single year has not been as rare as some may think.If investors are not in too big a hurry, then I think that $3 trillion is a matter of time. I present a few drivers that could push the market cap past this landmark.Figure 1: Apple Stock: The Path To $3 Trillion In 2023Apple Stock: So Close, Yet So FarApple stock has come so close to being valued at $3 trillion in market cap that sometimes I forget that the company’s equity has never quite gotten there.On January 3 last year, Apple was valued at $2.97 trillion. This was the closest that shares of the Cupertino company have been to the milestone. From there, the stock price tumbled 33% in one year, when the market value dipped slightly below $2 trillion at one point last week.AAPL: 42% Climb To $3 TrillionIn order to finally be the first company to breach the $3 trillion mark, Apple would need to see its equity value rise by 42% – from the current share price of $133 to around $189 (this assumes no change in share count).It may sound like aggressive expectations, but such a vicious rally could fully unfold in 2023 alone. Historically, AAPL has produced single-year returns of 42% or more 14 times out of 42 years, a whopping one-third of the time (once every three years, on average).Pay Attention To The Economy FirstFor Apple stock to be valued at $3 trillion later this year, I believe that the economy and the equity markets will have to play a crucial role.As I explained recently, “if the economy is growing, unemployment is low, inflation is under control, credit access is easy and fairly cheap, companies are investing in their operations and consumers are spending, virtually every corporation and their stocks will do well.”This is what positive correlation is all about: one overarching theme (e.g., the economy) having a similar impact across a number of similar assets (e.g., stocks).For Apple, reaching a market cap of $3 trillion effectively means returning to an all-time high, and not too much more. But if 2023 witnesses a recession, lingering inflation, stubbornly high interest rates, rich oil prices, severe geopolitical disruptions, or a combination of the above, it is highly unlikely that AAPL will be able to get to the milestone quickly.To be fair, Apple stock has been suffering from supply chain issues lately, which helps to explain the underperformance of about 15 percentage points relative to the S&P 500 (SPY) in the past three months alone. Should worries ease, AAPL is likely to rebound.But again, in terms of the $3 trillion target, we are looking at much more than just a bounce off a 52-week low. Apple stock probably needs more to support longer-lasting momentum.Could $3 Trillion Come After 2023?If investors are in no particular hurry to see AAPL reach $3 trillion, then the task at hand might be much easier to accomplish.Given enough time, and assuming Apple remains the tech powerhouse that it has become in the iPhone era, $3 trillion will very likely come to fruition. For example, annual returns of no more than 15% over a period of only three years are enough to do the trick.I believe what could send Apple beyond $3 trillion by the end of 2025, for example, are any of the following:Successful entry in the AR and VR worlds, first through the launch of a mixed reality device. One is expected to be announced as early as the spring of 2023.The development of an autonomous vehicle system in partnership with an automaker – or, who knows, even the launch of an Apple Car. This will probably be a longer-term initiative that is unlikely to move the share price meaningfully this year.A recovery in the services segment, which recently registered pitiful YOY revenue growth of only 5% (see chart below). Morgan Stanley once estimated that, due to the massive installed base combined with a very high lifetime value-to-customer acquisition cost ratio, Apple’s subscription business alone might be enough to push the share price beyond $200.Figure 2: Apple's services revenue growth since 2019.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916384106,"gmtCreate":1664511439405,"gmtModify":1676537469205,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"I mean if you believe someone else is going to create benchmark breaking&nbsp;SOC computers and highly integrated software/hardware phones, go ahead and sell.&nbsp;","listText":"I mean if you believe someone else is going to create benchmark breaking&nbsp;SOC computers and highly integrated software/hardware phones, go ahead and sell.&nbsp;","text":"I mean if you believe someone else is going to create benchmark breaking SOC computers and highly integrated software/hardware phones, go ahead and sell.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916384106","repostId":"2271021710","repostType":2,"repost":{"id":"2271021710","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1664495417,"share":"https://ttm.financial/m/news/2271021710?lang=en_US&edition=fundamental","pubTime":"2022-09-30 07:50","market":"us","language":"en","title":"Apple Stock May Not Be a “Safe Haven” for Much Longer, Bank of America Warns in Downgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=2271021710","media":"Dow Jones","summary":"Apple shares have beaten the S&P 500 so far in 2022, but analyst sees 'risk to this outperformance' ","content":"<html><head></head><body><p>Apple shares have beaten the S&amp;P 500 so far in 2022, but analyst sees &#39;risk to this outperformance&#39; heading into company&#39;s next fiscal year</p><p>Apple Inc. has beaten the broader technology industry this year, but a Bank of America analyst isn&#39;t sure that the stock can keep it up.</p><p>Analyst Wamsi Mohan downgraded Apple&#39;s stock <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> to neutral from buy Thursday, writing that demand trends could worsen heading into the new fiscal year.</p><p>&#34;Shares have outperformed significantly [year to date]...and have been perceived as a relative safe haven,&#34; he wrote. &#34;However, we see risk to this outperformance over the next year, as we expect material negative [estimate] revisions driven by weaker consumer demand.&#34;</p><p>Apple shares have declined 20% so far this year, as the S&amp;P 500  has fallen 24% and as the S&amp;P Composite 1500 Information Technology sector has declined 31%.</p><p>The stock is down 4.91% in Thursday&#39;s session.</p><p>Mohan worries about potential weakness in the iPhone 14 cycle given the economic pressures on consumers, particularly in Europe. While some analysts have been upbeat about the performance of the company&#39;s higher-priced iPhone 14 Pro models even as base-level iPhone 14 models seem to be disappointing, Mohan said that a stronger mix of Pro models won&#39;t be able to offset declines in revenue or profits if overall unit sales fall.</p><p>Additionally, he sees &#34;incremental risk of deceleration&#34; for the company&#39;s services business and worries that the iPad segment could see a &#34;reversion to pre-COVID levels.&#34; The Mac business could &#34;partially&#34; revert back to pre-pandemic levels, Mohan continued.</p><p>Then there are the challenges Apple faces from the stronger U.S. dollar. &#34;[W]hile hedges/pricing provide some offset, demand destruction is likely,&#34; Mohan wrote.</p><p>In his latest note, he took the opposite view of Rosenblatt Securities analyst Barton Crockett, who upgraded Apple&#39;s stock Thursday. Crockett was more upbeat about demand dynamics in the iPhone business, writing of strong consumer buying intent, especially for the Pro line, based on the results of his recent U.S. consumer survey.</p><p>Move over, TikTok: Social media has &#39;a new king in town&#39; in BeReal</p><p>Analysts on the whole remain overwhelmingly bullish on Apple shares: Just three of the 41 analysts tracked by FactSet who cover the stock have sell ratings, while six have hold ratings and 32 have buy ratings. The average price target listed on FactSet is $181.92, nearly 28% above current levels.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock May Not Be a “Safe Haven” for Much Longer, Bank of America Warns in Downgrade</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 Stock May Not Be a “Safe Haven” for Much Longer, Bank of America Warns in Downgrade\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-30 07:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple shares have beaten the S&amp;P 500 so far in 2022, but analyst sees &#39;risk to this outperformance&#39; heading into company&#39;s next fiscal year</p><p>Apple Inc. has beaten the broader technology industry this year, but a Bank of America analyst isn&#39;t sure that the stock can keep it up.</p><p>Analyst Wamsi Mohan downgraded Apple&#39;s stock <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> to neutral from buy Thursday, writing that demand trends could worsen heading into the new fiscal year.</p><p>&#34;Shares have outperformed significantly [year to date]...and have been perceived as a relative safe haven,&#34; he wrote. &#34;However, we see risk to this outperformance over the next year, as we expect material negative [estimate] revisions driven by weaker consumer demand.&#34;</p><p>Apple shares have declined 20% so far this year, as the S&amp;P 500  has fallen 24% and as the S&amp;P Composite 1500 Information Technology sector has declined 31%.</p><p>The stock is down 4.91% in Thursday&#39;s session.</p><p>Mohan worries about potential weakness in the iPhone 14 cycle given the economic pressures on consumers, particularly in Europe. While some analysts have been upbeat about the performance of the company&#39;s higher-priced iPhone 14 Pro models even as base-level iPhone 14 models seem to be disappointing, Mohan said that a stronger mix of Pro models won&#39;t be able to offset declines in revenue or profits if overall unit sales fall.</p><p>Additionally, he sees &#34;incremental risk of deceleration&#34; for the company&#39;s services business and worries that the iPad segment could see a &#34;reversion to pre-COVID levels.&#34; The Mac business could &#34;partially&#34; revert back to pre-pandemic levels, Mohan continued.</p><p>Then there are the challenges Apple faces from the stronger U.S. dollar. &#34;[W]hile hedges/pricing provide some offset, demand destruction is likely,&#34; Mohan wrote.</p><p>In his latest note, he took the opposite view of Rosenblatt Securities analyst Barton Crockett, who upgraded Apple&#39;s stock Thursday. Crockett was more upbeat about demand dynamics in the iPhone business, writing of strong consumer buying intent, especially for the Pro line, based on the results of his recent U.S. consumer survey.</p><p>Move over, TikTok: Social media has &#39;a new king in town&#39; in BeReal</p><p>Analysts on the whole remain overwhelmingly bullish on Apple shares: Just three of the 41 analysts tracked by FactSet who cover the stock have sell ratings, while six have hold ratings and 32 have buy ratings. The average price target listed on FactSet is $181.92, nearly 28% above current levels.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","AAPL":"苹果","BK4207":"综合性银行","BK4573":"虚拟现实","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BAC":"美国银行","BK4512":"苹果概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4501":"段永平概念","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4504":"桥水持仓","BK4579":"人工智能"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271021710","content_text":"Apple shares have beaten the S&P 500 so far in 2022, but analyst sees 'risk to this outperformance' heading into company's next fiscal yearApple Inc. has beaten the broader technology industry this year, but a Bank of America analyst isn't sure that the stock can keep it up.Analyst Wamsi Mohan downgraded Apple's stock $(AAPL)$ to neutral from buy Thursday, writing that demand trends could worsen heading into the new fiscal year.\"Shares have outperformed significantly [year to date]...and have been perceived as a relative safe haven,\" he wrote. \"However, we see risk to this outperformance over the next year, as we expect material negative [estimate] revisions driven by weaker consumer demand.\"Apple shares have declined 20% so far this year, as the S&P 500  has fallen 24% and as the S&P Composite 1500 Information Technology sector has declined 31%.The stock is down 4.91% in Thursday's session.Mohan worries about potential weakness in the iPhone 14 cycle given the economic pressures on consumers, particularly in Europe. While some analysts have been upbeat about the performance of the company's higher-priced iPhone 14 Pro models even as base-level iPhone 14 models seem to be disappointing, Mohan said that a stronger mix of Pro models won't be able to offset declines in revenue or profits if overall unit sales fall.Additionally, he sees \"incremental risk of deceleration\" for the company's services business and worries that the iPad segment could see a \"reversion to pre-COVID levels.\" The Mac business could \"partially\" revert back to pre-pandemic levels, Mohan continued.Then there are the challenges Apple faces from the stronger U.S. dollar. \"[W]hile hedges/pricing provide some offset, demand destruction is likely,\" Mohan wrote.In his latest note, he took the opposite view of Rosenblatt Securities analyst Barton Crockett, who upgraded Apple's stock Thursday. Crockett was more upbeat about demand dynamics in the iPhone business, writing of strong consumer buying intent, especially for the Pro line, based on the results of his recent U.S. consumer survey.Move over, TikTok: Social media has 'a new king in town' in BeRealAnalysts on the whole remain overwhelmingly bullish on Apple shares: Just three of the 41 analysts tracked by FactSet who cover the stock have sell ratings, while six have hold ratings and 32 have buy ratings. The average price target listed on FactSet is $181.92, nearly 28% above current levels.","news_type":1,"symbols_score_info":{"AAPL":1,"BAC":1}},"isVote":1,"tweetType":1,"viewCount":2809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993547198,"gmtCreate":1660707059617,"gmtModify":1676536384159,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"How many times do you want to try to con retail investors?","listText":"How many times do you want to try to con retail investors?","text":"How many times do you want to try to con retail investors?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993547198","repostId":"2259007017","repostType":2,"isVote":1,"tweetType":1,"viewCount":2571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046830194,"gmtCreate":1656325067318,"gmtModify":1676535806113,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"Just... wait for the bottom before you go in.","listText":"Just... wait for the bottom before you go in.","text":"Just... wait for the bottom before you go in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046830194","repostId":"2246753313","repostType":2,"isVote":1,"tweetType":1,"viewCount":3339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049083779,"gmtCreate":1655721072191,"gmtModify":1676535692473,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"There is no near case here to talk about.","listText":"There is no near case here to talk about.","text":"There is no near case here to talk about.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049083779","repostId":"2244145198","repostType":2,"repost":{"id":"2244145198","kind":"highlight","pubTimestamp":1655738413,"share":"https://ttm.financial/m/news/2244145198?lang=en_US&edition=fundamental","pubTime":"2022-06-20 23:20","market":"us","language":"en","title":"Apple Stock: Bull vs. Bear","url":"https://stock-news.laohu8.com/highlight/detail?id=2244145198","media":"Motley Fool","summary":"Are you for or against Apple stock?","content":"<div>\n<p>Apple ranks high among the most popular companies in the world. Its flagship product, the iPhone, is one of the most successful tech-based devices of all time.That popularity has helped make Apple ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/17/apple-stock-bull-vs-bear/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Bull vs. Bear</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 Stock: Bull vs. Bear\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-20 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/17/apple-stock-bull-vs-bear/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple ranks high among the most popular companies in the world. Its flagship product, the iPhone, is one of the most successful tech-based devices of all time.That popularity has helped make Apple ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/17/apple-stock-bull-vs-bear/\">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.fool.com/investing/2022/06/17/apple-stock-bull-vs-bear/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244145198","content_text":"Apple ranks high among the most popular companies in the world. Its flagship product, the iPhone, is one of the most successful tech-based devices of all time.That popularity has helped make Apple stock successful and in demand for more than a decade now. But is the stock still a buy? There are undoubtedly opinions on both sides.Let's look at both sides of the argument and see if we can determine whether the bull case or the bear case wins the day on Apple stock.Bull case: Innovation spanning decadesThe decades of proven innovation are at the core of my bull case for Apple. The company has developed multiple iconic products that have generated billions of dollars in sales, and that ability is attractive to investors. The ability to keep coming up with something new that consumers want suggests that Apple can keep the revenue train rolling even when sales of its current lineup start to lose steam (something that is not yet the case with its current lineup).Annual revenue has gone from $156 billion a decade ago to $365 billion in the latest fiscal year. That growth boosted annual operating income from $55 billion to $109 billion over the same timeframe. The various iterations of the iPhone have fueled much of that surge and show no significant signs of slowing down.In Apple's most recent quarter, sales of the iPhone (now in its 13th iteration) increased from $47.9 billion in the prior year's quarter to $50.6 billion. The most recent update included the latest 5G technology, spurring higher-than-average upgrades from older models.Moreover, the popularity of the iPhone has allowed Apple to build a robust services business that complements the pioneering smartphone. The company boasts a whopping 825 million service subscribers, an increase of 165 million from last year. Its lineup includes Apple Music, Apple TV+, iCloud, Apple Fitness, and more. Note the gross margin on its services segment is 72.6%, while that of its products is 36.4%.Those 825 million subscribers are not only providing high-margin revenue to Apple, but are also prime candidates to buy its latest products. Once customers enter the Apple ecosystem and customize their products and services to their liking, they'll likely stick around long term.Bear case: Heavy dependence on iPhoneThe bear case concedes that Apple is a tremendously successful innovator with decades of proof. However, the case against investing in Apple centers around its iPhone dependence. While Apple has done an excellent job creating sought-after consumer electronics like the iPod, iPad, AirPods, Apple Watch, etc., it's still largely dependent on the iPhone.In its most recent quarter, the iPhone comprised 52% of the company's overall sales. That's not even including all the attachments that go along with it. The risk is that if Apple doesn't continue its iPhone success, revenue growth could stall or even reverse. Similarly, if another business creates a more attractive consumer electronic that unseats the iPhone, it could be disastrous for Apple.There are hints of wearable glasses that could be capable of everything a smartphone can do and more. Virtual-reality headsets are gaining in popularity alongside the metaverse. Innovation is unpredictable. For Apple to rely so heavily on one product for 52% of its sales adds a layer of risk to the business.The bulls win outOverall, the bull case carries more weight. Admittedly, there's a risk in Apple's dependence on the iPhone. That being said, with its decades-long history of creating multiple innovative products, Apple stands a reasonable chance of pivoting to the next popular thing when it comes to light.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051663858,"gmtCreate":1654685188774,"gmtModify":1676535491587,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"Amazon has crushed expectations year after year, and it's A dominant force With AWS. Don't underestimate it.","listText":"Amazon has crushed expectations year after year, and it's A dominant force With AWS. Don't underestimate it.","text":"Amazon has crushed expectations year after year, and it's A dominant force With AWS. Don't underestimate it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051663858","repostId":"2241079374","repostType":4,"isVote":1,"tweetType":1,"viewCount":1983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051663388,"gmtCreate":1654685113644,"gmtModify":1676535491587,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"I mean if you want to get washed out in a pump and dump by Goldman, go ahead","listText":"I mean if you want to get washed out in a pump and dump by Goldman, go ahead","text":"I mean if you want to get washed out in a pump and dump by Goldman, go ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051663388","repostId":"2241839291","repostType":2,"repost":{"id":"2241839291","kind":"highlight","pubTimestamp":1654701621,"share":"https://ttm.financial/m/news/2241839291?lang=en_US&edition=fundamental","pubTime":"2022-06-08 23:20","market":"us","language":"en","title":"Goldman Sachs: Buy These 2 Stocks Before They Surge Over 40%","url":"https://stock-news.laohu8.com/highlight/detail?id=2241839291","media":"TipRanks","summary":"Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a ","content":"<div>\n<p>Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a slowing global economy, the geopolitical ramifications following Russia’s invasion of Ukraine and - ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs: Buy These 2 Stocks Before They Surge Over 40%</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\">\nGoldman Sachs: Buy These 2 Stocks Before They Surge Over 40%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a slowing global economy, the geopolitical ramifications following Russia’s invasion of Ukraine and - ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4552":"Archegos爆仓风波概念","PSTG":"Pure Storage Inc","LULU":"lululemon athletica","BK4127":"投资银行业与经纪业","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓"},"source_url":"https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241839291","content_text":"Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a slowing global economy, the geopolitical ramifications following Russia’s invasion of Ukraine and - possibly most of all - the prospect of the Fed seriously tightening its monetary policy to combat inflation – have all been weighing heavily on investors’ minds.That doesn’t necessarily mean there aren’t good opportunities to take advantage of right now. The analysts at banking giant Goldman Sachs have pinpointed two names which have recently outperformed market expectations and which they believe are set to surge ahead even in the face of the unhospitable current environment – by the order of 40% or more.We ran both tickers through the TipRanks database to see what the rest of the Street has in mind for the pair. Let’s take a look at the findings.Pure Storage The first stock on Goldman Sachs' radar is Pure Storage, a provider of various data storage products. The company’s flash-based solutions come both in software and hardware form and are used in data centers. The company began by using third-party solid-state drives (SSDs) for its storage solutions. However, its own proprietary hardware soon replaced those SSDs and the company also brought into the market integrated deduplication, compression, and artificial intelligence software to help businesses conserve space and set up their devices properly.Pure Storage has formed a strong partnership with Meta, having assisted in the development of the initial version of its AI research infrastructure in 2017. Since then, the pair have continued working together and earlier this year the two began a collaboration on Meta's new AI Research SuperCluster (RSC), which Meta claims will be the fastest AI supercomputer in the world.Like most tech stocks, Pure has found 2022 hard going but that hasn’t stopped the company from delivering the goods in its latest quarterly report.In F1Q23, revenue rose by 50.3% year-over-year to reach $620.4 million, handily beating the $521.74 million Wall Street expected. Similarly, on the bottom-line, adj. EPS of $0.25 came in well above the $0.05 consensus estimate. The company delivered on the outlook too, expecting revenue of roughly $635 Million in FQ2 vs. consensus at $604.64 million. For the full year, sales are anticipated to reach $2.66 Billion. Analysts had that figure at $2.59 billion.Along with the company’s exemplary execution, it is the Meta collab which informs Goldman analyst Rod Hall’s bullish thesis.“We see this Meta opportunity as a strong revenue tailwind for Pure looking forward in FY’23. We also see ongoing strong results as an indication that Pure’s products are gaining an increasing following among enterprise and service provider customers,” the analyst opined. “At this point we see Pure’s supply management as superior to most other companies in our coverage in the IT hardware area.”The bullish comments underpin Hall’s Buy rating while his $50 price target makes room for one-year gains of 79%.Overall, PSTG has attracted a total of 10 analyst reviews recently, including 7 Buys and 3 Holds for a Moderate Buy consensus rating from the Street. PSTG shares are priced at $27.90 and have an average price target of $38, giving the stock a 36% upside on the one-year time frame.Lululemon Athletica From tech we will pivot over to an entirely different sector. Everyone knows Lululemon - the athleisure specialist. The company got its beginnings in 1998 as a yoga pants and other yoga clothing retailer, but has since evolved to include athletic wear, lifestyle clothes, personal care products and all manner of accessories. Lululemon now has over 570 stores spread across the globe while it has also built a strong online presence. In apparel, the company has been rated as the world's fourth most valuable brand.Lululemon was one of the Covid era stars as people stayed at home and slipped into more comfortable wear, while the company even managed to overcome the closure of physical stores by shifting sales online. While not immune to the market’s overall downturn, Lululemon appears to have managed well in the face of new challenges, namely the supply chain issues which have impacted so many in recent times. This was evident in the company’s latest earnings report - for F1Q22.Lululemon generated revenue of $1.6 billion, a 32% increase on the same period a year ago, while diluted EPS hit $1.48. Both were above the analysts’ forecast of $1.55 billion and $1.43, respectively. There was more good news for the outlook. For FQ2, Lululemon sees revenue coming in the range between $1.750 billion to $1.775 billion, above consensus of $1.73 billion. And the company also raised its revenue and EPS outlook for the full year.Surveying the print, Goldman Sachs analyst Brooke Roach is thoroughly impressed. She writes, “We come away from the quarter with increased conviction in LULU’s strong brand engine fueled by innovation. While industry cost pressures are weighing on margin flow-through (where airfreight pressures have lowered full year margin outlook modestly), we continue to see this idiosyncratic growth story as well-positioned to navigate a tough backdrop as the company has meaningful pricing power, strong consumer connection, and less exposure to inflating AUCs (average unit cost).”Accordingly, Roach rates the stock a Buy, backed by a $456 price target. Going by this target, shares are expected to climb 48% higher over the one-year timeframe.Looking at the consensus breakdown, the majority of analysts are bullish on LULU's prospects, too; 19 Buys and 7 Holds add up to a Moderate Buy consensus rating. The average price target of $409.69 suggests upside of ~34% in the year ahead.","news_type":1,"symbols_score_info":{"LULU":0.9,"PSTG":0.6}},"isVote":1,"tweetType":1,"viewCount":1934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021748945,"gmtCreate":1653107010287,"gmtModify":1676535226129,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"Yup. This is one company&nbsp;that's Resilient&nbsp;","listText":"Yup. This is one company&nbsp;that's Resilient&nbsp;","text":"Yup. This is one company that's Resilient","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021748945","repostId":"2236015712","repostType":4,"repost":{"id":"2236015712","kind":"highlight","pubTimestamp":1653088476,"share":"https://ttm.financial/m/news/2236015712?lang=en_US&edition=fundamental","pubTime":"2022-05-21 07:14","market":"us","language":"en","title":"Buy Apple Stock for Resiliency During the Tech Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2236015712","media":"Motley Fool","summary":"Here's why Apple is a golden investment amid the ongoing tech sell-off.","content":"<div>\n<p>The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed's decision to raise interest rates in response, and lingering concerns in connection to the war ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy Apple Stock for Resiliency During the Tech Sell-Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy Apple Stock for Resiliency During the Tech Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed's decision to raise interest rates in response, and lingering concerns in connection to the war ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/\">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.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236015712","content_text":"The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed's decision to raise interest rates in response, and lingering concerns in connection to the war between Russia and Ukraine. Consequently, the S&P 500 and Nasdaq Composite have backtracked 15% and 24% year to date, respectively, with no end to the negativism in sight.Even big tech has struggled, with premier companies Netflix and Meta Platforms posting weaker-than-anticipated financial reports in recent quarters. The panic has sent investors swarming to value stocks and safer assets for protection, leaving the technology sector drowning in the red. But as long-term investors, this doesn't mean that we should completely ignore tech stocks for the time being.Image source: Getty Images.In fact, there are several companies that continue to deliver strong financial results in spite of the challenges our current economy presents. One of those companies, Apple, is a world-beater that can provide investors with much-needed security in today's market environment. And since it's down almost 20% year to date, the technology juggernaut grants investors a handsome valuation at present levels.A resilient businessIn the past 12 quarters, Apple has beaten earnings estimates each time, and the company has only fallen short of Wall Street's revenue forecasts once. In the second quarter of 2022, the tech leader increased both total sales and earnings per share by 9% year over year, up to $97.3 billion and $1.52, respectively. While its product category -- which includes the iPhone, iPad, and Mac -- only grew a modest 7%, the company's services segment surged 17% to $19.8 billion.For the full fiscal year 2022, analysts are forecasting Apple's top line to improve 8% to $394.2 billion and its earnings per share to increase 10% to $6.15. Investors should like where the iPhone maker is positioned today. Not only does its world-class core business offer stability on top of its persistent growth, but the company's services segment enjoys a long runway for expansion in the years ahead.Fortunately for Apple and its shareholders, the company's elite balance sheet and cash generation will comfortably facilitate growth for the tech giant in the future. The company has $28.1 billion in cash on its balance sheet, and it continues to generate funds at a red-hot pace. In the past 12 months, Apple has produced $105.8 billion in free cash flow (FCF), and its three-year FCF compound annual growth rate (CAGR) is 13%. The company's robust balance sheet and consistent cash generation provide financial flexibility to increase its dividends, buy back shares, and grow its business in the years to follow.A normalized valuationThe recent stock price pullback year to date has made Apple stock a very tempting buy. The stock carries a price-to-earnings multiple of 24 today, representing its lowest trading level since the early summer of 2020.AAPL PE Ratio data by YChartsThe tech company's current earnings multiple is also largely in line with its five-year historical average of 23. But given that Apple has been able to maintain solid growth in recent quarters -- especially compared to the rest of big tech -- investors should be thrilled about buying the stock at existing levels.Apple is a good play on the turbulent stock market todayApple is a wise investment today -- the world-leading technology company continues to expand its business at a steady rate in an economy where many of its peers are suffering from growing pains. The stock is also trading at its lowest valuation since mid-2020, supplying investors with a favorable margin of safety. If you're searching for a durable stock to combat the market's volatility today, Apple might be the choice for you.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021741482,"gmtCreate":1653106978746,"gmtModify":1676535226121,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"Absolutely buy","listText":"Absolutely buy","text":"Absolutely buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021741482","repostId":"2236012808","repostType":2,"isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062597476,"gmtCreate":1652075284095,"gmtModify":1676535025079,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"It doesn't matter if you're in it for the long haul.&nbsp;","listText":"It doesn't matter if you're in it for the long haul.&nbsp;","text":"It doesn't matter if you're in it for the long haul.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062597476","repostId":"2233553871","repostType":4,"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060454184,"gmtCreate":1651190399062,"gmtModify":1676534866132,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"You sell AAPL, I buy more AAPL. That's the game.","listText":"You sell AAPL, I buy more AAPL. That's the game.","text":"You sell AAPL, I buy more AAPL. That's the game.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060454184","repostId":"2231647872","repostType":4,"repost":{"id":"2231647872","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651186200,"share":"https://ttm.financial/m/news/2231647872?lang=en_US&edition=fundamental","pubTime":"2022-04-29 06:50","market":"us","language":"en","title":"Apple Stock Swings to a Loss After Executives Warn of Billions in Added Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=2231647872","media":"Tiger Newspress","summary":"Apple expects pressure from supply-chain woes to be 'substantially larger' in current quarter than t","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> expects pressure from supply-chain woes to be &#39;substantially larger&#39; in current quarter than they were in the prior one, when the iPhone manufacturer recorded $25 billion in profit.</p><p>Apple Inc. topped earnings expectations and set a new record for March-quarter revenue to start 2022, but executives expect to see steeper pressure and billions in additional costs from challenges in the current period, sending shares lower in after-hours trading.</p><p>&#34;Supply constraints caused by COVID-related disruptions and industry-wide silicon shortages are impacting our ability to meet customer demand for our products,&#34; Chief Financial Officer Luca Maestri said on a conference call related to Apple&#39;s earnings report Thursday.</p><p>The company anticipates that it will see $4 billion to $8 billion in negative impacts related to the constraints in its June quarter, which Maestri added was &#34;substantially larger&#34; than what Apple experienced during its March quarter.</p><p>Shares were off 2.3% in after-hours trading after originally moving higher on strong results. Apple beat expectations on both earnings and revenue thanks to particular strength in its iPhone and Mac categories.<img src=\"https://static.tigerbbs.com/a3a87b7ee76294cf389f6f2c1a4be80a\" tg-width=\"958\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/></p><p>The company posted fiscal second-quarter net income of $25 billion, or $1.52 a share, up from $23.6 billion, or $1.40 a share, in the year-earlier quarter. Analysts tracked by FactSet were anticipating $1.42 in earnings per share. Apple&#39;s revenue rose to $97.3 billion from $89.6 billion, while analysts had been expecting $94.0 billion.</p><p>Apple generated $50.6 billion in revenue from its iPhone business, up from $47.9 billion a year before and ahead of the FactSet consensus, which was for $48.4 billion.</p><p>The company saw $7.6 billion in iPad revenue, down from $7.8 billion a year prior, as well as $10.4 billion in Mac revenue, which was up from $9.1 billion. The FactSet consensus was for revenue of $7.2 billion from iPads and $9.1 billion from the Mac.</p><p>Cook noted that Apple was &#34;continuing to see such a strong demand for [the] iPad even while navigating the significant supply constraints we predicted at the start of the quarter.&#34;</p><p>Apple&#39;s wearables, home, and accessories category brought in $8.8 billion in revenue, up from $7.8 billion a year earlier, while analysts had been looking for $8.9 billion.</p><p>The company&#39;s services business added $19.8 billion, compared with $16.9 billion a year before. The FactSet consensus was for $19.7 billion.</p><p>Apple executives announced alongside their latest results that they are adding $90 billion to their stock-repurchase authorization, while also boosting the quarterly dividend by 5% to 23 cents a share. The dividend will be payable May 12 to shareholders of record as of the end of business on May 9.</p><p>Apple typically provides updates on its capital-return plans with its March-quarter report, and it has set out to become net-cash neutral over time. Asked if Apple would consider doing a large acquisition instead of merely drawing down its cash balance through dividends and buybacks, Cook replied that Apple &#34;would only acquire something that were strategic&#34; but that the company is &#34;always looking.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Swings to a Loss After Executives Warn of Billions in Added Costs</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 Stock Swings to a Loss After Executives Warn of Billions in Added Costs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-29 06:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> expects pressure from supply-chain woes to be &#39;substantially larger&#39; in current quarter than they were in the prior one, when the iPhone manufacturer recorded $25 billion in profit.</p><p>Apple Inc. topped earnings expectations and set a new record for March-quarter revenue to start 2022, but executives expect to see steeper pressure and billions in additional costs from challenges in the current period, sending shares lower in after-hours trading.</p><p>&#34;Supply constraints caused by COVID-related disruptions and industry-wide silicon shortages are impacting our ability to meet customer demand for our products,&#34; Chief Financial Officer Luca Maestri said on a conference call related to Apple&#39;s earnings report Thursday.</p><p>The company anticipates that it will see $4 billion to $8 billion in negative impacts related to the constraints in its June quarter, which Maestri added was &#34;substantially larger&#34; than what Apple experienced during its March quarter.</p><p>Shares were off 2.3% in after-hours trading after originally moving higher on strong results. Apple beat expectations on both earnings and revenue thanks to particular strength in its iPhone and Mac categories.<img src=\"https://static.tigerbbs.com/a3a87b7ee76294cf389f6f2c1a4be80a\" tg-width=\"958\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/></p><p>The company posted fiscal second-quarter net income of $25 billion, or $1.52 a share, up from $23.6 billion, or $1.40 a share, in the year-earlier quarter. Analysts tracked by FactSet were anticipating $1.42 in earnings per share. Apple&#39;s revenue rose to $97.3 billion from $89.6 billion, while analysts had been expecting $94.0 billion.</p><p>Apple generated $50.6 billion in revenue from its iPhone business, up from $47.9 billion a year before and ahead of the FactSet consensus, which was for $48.4 billion.</p><p>The company saw $7.6 billion in iPad revenue, down from $7.8 billion a year prior, as well as $10.4 billion in Mac revenue, which was up from $9.1 billion. The FactSet consensus was for revenue of $7.2 billion from iPads and $9.1 billion from the Mac.</p><p>Cook noted that Apple was &#34;continuing to see such a strong demand for [the] iPad even while navigating the significant supply constraints we predicted at the start of the quarter.&#34;</p><p>Apple&#39;s wearables, home, and accessories category brought in $8.8 billion in revenue, up from $7.8 billion a year earlier, while analysts had been looking for $8.9 billion.</p><p>The company&#39;s services business added $19.8 billion, compared with $16.9 billion a year before. The FactSet consensus was for $19.7 billion.</p><p>Apple executives announced alongside their latest results that they are adding $90 billion to their stock-repurchase authorization, while also boosting the quarterly dividend by 5% to 23 cents a share. The dividend will be payable May 12 to shareholders of record as of the end of business on May 9.</p><p>Apple typically provides updates on its capital-return plans with its March-quarter report, and it has set out to become net-cash neutral over time. Asked if Apple would consider doing a large acquisition instead of merely drawing down its cash balance through dividends and buybacks, Cook replied that Apple &#34;would only acquire something that were strategic&#34; but that the company is &#34;always looking.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4505":"高瓴资本持仓","AAPL":"苹果","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4512":"苹果概念","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4501":"段永平概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231647872","content_text":"Apple expects pressure from supply-chain woes to be 'substantially larger' in current quarter than they were in the prior one, when the iPhone manufacturer recorded $25 billion in profit.Apple Inc. topped earnings expectations and set a new record for March-quarter revenue to start 2022, but executives expect to see steeper pressure and billions in additional costs from challenges in the current period, sending shares lower in after-hours trading.\"Supply constraints caused by COVID-related disruptions and industry-wide silicon shortages are impacting our ability to meet customer demand for our products,\" Chief Financial Officer Luca Maestri said on a conference call related to Apple's earnings report Thursday.The company anticipates that it will see $4 billion to $8 billion in negative impacts related to the constraints in its June quarter, which Maestri added was \"substantially larger\" than what Apple experienced during its March quarter.Shares were off 2.3% in after-hours trading after originally moving higher on strong results. Apple beat expectations on both earnings and revenue thanks to particular strength in its iPhone and Mac categories.The company posted fiscal second-quarter net income of $25 billion, or $1.52 a share, up from $23.6 billion, or $1.40 a share, in the year-earlier quarter. Analysts tracked by FactSet were anticipating $1.42 in earnings per share. Apple's revenue rose to $97.3 billion from $89.6 billion, while analysts had been expecting $94.0 billion.Apple generated $50.6 billion in revenue from its iPhone business, up from $47.9 billion a year before and ahead of the FactSet consensus, which was for $48.4 billion.The company saw $7.6 billion in iPad revenue, down from $7.8 billion a year prior, as well as $10.4 billion in Mac revenue, which was up from $9.1 billion. The FactSet consensus was for revenue of $7.2 billion from iPads and $9.1 billion from the Mac.Cook noted that Apple was \"continuing to see such a strong demand for [the] iPad even while navigating the significant supply constraints we predicted at the start of the quarter.\"Apple's wearables, home, and accessories category brought in $8.8 billion in revenue, up from $7.8 billion a year earlier, while analysts had been looking for $8.9 billion.The company's services business added $19.8 billion, compared with $16.9 billion a year before. The FactSet consensus was for $19.7 billion.Apple executives announced alongside their latest results that they are adding $90 billion to their stock-repurchase authorization, while also boosting the quarterly dividend by 5% to 23 cents a share. The dividend will be payable May 12 to shareholders of record as of the end of business on May 9.Apple typically provides updates on its capital-return plans with its March-quarter report, and it has set out to become net-cash neutral over time. Asked if Apple would consider doing a large acquisition instead of merely drawing down its cash balance through dividends and buybacks, Cook replied that Apple \"would only acquire something that were strategic\" but that the company is \"always looking.\"","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084688596,"gmtCreate":1650855889072,"gmtModify":1676534804406,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"How many people will buy in because of this?","listText":"How many people will buy in because of this?","text":"How many people will buy in because of this?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084688596","repostId":"2229419405","repostType":2,"isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082018570,"gmtCreate":1650502153816,"gmtModify":1676534739232,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"Where are the haters now?","listText":"Where are the haters now?","text":"Where are the haters now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082018570","repostId":"2229763289","repostType":4,"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014689097,"gmtCreate":1649649344471,"gmtModify":1676534544582,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"Business end is crushing it with the results!","listText":"Business end is crushing it with the results!","text":"Business end is crushing it with the results!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014689097","repostId":"2226752060","repostType":2,"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9006520381,"gmtCreate":1641787987379,"gmtModify":1676533648335,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"Time to buy some bank stocks","listText":"Time to buy some bank stocks","text":"Time to buy some bank stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006520381","repostId":"1165587737","repostType":4,"repost":{"id":"1165587737","kind":"news","pubTimestamp":1641785769,"share":"https://ttm.financial/m/news/1165587737?lang=en_US&edition=fundamental","pubTime":"2022-01-10 11:36","market":"us","language":"en","title":"Goldman Now Expects Four Fed Hikes, Sees Faster Runoff in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1165587737","media":"Bloomberg","summary":"The Federal Reserve will likely raise interest rates four times this year and will start its balance","content":"<div>\n<p>The Federal Reserve will likely raise interest rates four times this year and will start its balance sheet runoff process in July, if not earlier, according to Goldman Sachs Group Inc.Rapid progress ...</p>\n\n<a href=\"https://finance.yahoo.com/news/goldman-now-expects-four-fed-024952478.html\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Now Expects Four Fed Hikes, Sees Faster Runoff in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Now Expects Four Fed Hikes, Sees Faster Runoff in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 11:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/goldman-now-expects-four-fed-024952478.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve will likely raise interest rates four times this year and will start its balance sheet runoff process in July, if not earlier, according to Goldman Sachs Group Inc.Rapid progress ...</p>\n\n<a href=\"https://finance.yahoo.com/news/goldman-now-expects-four-fed-024952478.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://finance.yahoo.com/news/goldman-now-expects-four-fed-024952478.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165587737","content_text":"The Federal Reserve will likely raise interest rates four times this year and will start its balance sheet runoff process in July, if not earlier, according to Goldman Sachs Group Inc.Rapid progress in the U.S. labor market and hawkish signals in minutes from the Dec. 14-15 Federal Open Market Committee suggest faster normalization, Goldman’s Jan Hatzius said in a research note.“We are therefore pulling forward our runoff forecast from December to July, with risks tilted to the even earlier side,” Hatzius said. “With inflation probably still far above target at that point, we no longer think that the start to runoff will substitute for a quarterly rate hike. We continue to see hikes in March, June, and September, and have now added a hike in December.”In its December meeting minutes, Fed officials signaled they are preparing to move quicker than the last time they tightened monetary policy in a bid to keep the U.S. economy from overheating amid high inflation and near-full employment. These conditions -- along with a larger balance sheet that’s suppressing longer-term borrowing costs -- “could warrant a potentially faster pace of policy rate normalization,” the minutes said.Officials also saw the timing of reducing the $8.8 trillion balance sheet as likely “closer to that of policy-rate liftoff than in the committee’s previous experience,” according to the minutes.The U.S. unemployment rate fell below 4% and wages jumped last month, adding to evidence of a tight labor market.Goldman’s forecast for the terminal funds rate in unchanged at 2.5%-2.75%.“Even with four hikes, our path for the funds rate is only modestly above market pricing for 2022, but the gap grows significantly in subsequent years,” Hatzius wrote.","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956801962,"gmtCreate":1673948979257,"gmtModify":1676538907330,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"It's ok to have fantasies. This is one of them.","listText":"It's ok to have fantasies. This is one of them.","text":"It's ok to have fantasies. This is one of them.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956801962","repostId":"1110475662","repostType":4,"repost":{"id":"1110475662","kind":"news","pubTimestamp":1673942503,"share":"https://ttm.financial/m/news/1110475662?lang=en_US&edition=fundamental","pubTime":"2023-01-17 16:01","market":"us","language":"en","title":"Apple Stock: The Path To $3 Trillion In 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1110475662","media":"TheStreet","summary":"Apple stock was valued at nearly $3 trillion exactly one year ago, but the share price took a 30%-plus dive in the 12 months that followed. How could the milestone be reached in 2023?","content":"<div>\n<p>Apple stock came close to being valued at $3 trillion, but the milestone was never reached. Could it happen in 2023?AAPL may get there if the economy and the markets at large behave well. The required...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/apple-stock-the-path-to-3-trillion-in-2023\">Source Link</a>\n\n</div>\n","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: The Path To $3 Trillion In 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: The Path To $3 Trillion In 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 16:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/apple-stock-the-path-to-3-trillion-in-2023><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock came close to being valued at $3 trillion, but the milestone was never reached. Could it happen in 2023?AAPL may get there if the economy and the markets at large behave well. The required...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/apple-stock-the-path-to-3-trillion-in-2023\">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.thestreet.com/apple/news/apple-stock-the-path-to-3-trillion-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110475662","content_text":"Apple stock came close to being valued at $3 trillion, but the milestone was never reached. Could it happen in 2023?AAPL may get there if the economy and the markets at large behave well. The required 42% rally in a single year has not been as rare as some may think.If investors are not in too big a hurry, then I think that $3 trillion is a matter of time. I present a few drivers that could push the market cap past this landmark.Figure 1: Apple Stock: The Path To $3 Trillion In 2023Apple Stock: So Close, Yet So FarApple stock has come so close to being valued at $3 trillion in market cap that sometimes I forget that the company’s equity has never quite gotten there.On January 3 last year, Apple was valued at $2.97 trillion. This was the closest that shares of the Cupertino company have been to the milestone. From there, the stock price tumbled 33% in one year, when the market value dipped slightly below $2 trillion at one point last week.AAPL: 42% Climb To $3 TrillionIn order to finally be the first company to breach the $3 trillion mark, Apple would need to see its equity value rise by 42% – from the current share price of $133 to around $189 (this assumes no change in share count).It may sound like aggressive expectations, but such a vicious rally could fully unfold in 2023 alone. Historically, AAPL has produced single-year returns of 42% or more 14 times out of 42 years, a whopping one-third of the time (once every three years, on average).Pay Attention To The Economy FirstFor Apple stock to be valued at $3 trillion later this year, I believe that the economy and the equity markets will have to play a crucial role.As I explained recently, “if the economy is growing, unemployment is low, inflation is under control, credit access is easy and fairly cheap, companies are investing in their operations and consumers are spending, virtually every corporation and their stocks will do well.”This is what positive correlation is all about: one overarching theme (e.g., the economy) having a similar impact across a number of similar assets (e.g., stocks).For Apple, reaching a market cap of $3 trillion effectively means returning to an all-time high, and not too much more. But if 2023 witnesses a recession, lingering inflation, stubbornly high interest rates, rich oil prices, severe geopolitical disruptions, or a combination of the above, it is highly unlikely that AAPL will be able to get to the milestone quickly.To be fair, Apple stock has been suffering from supply chain issues lately, which helps to explain the underperformance of about 15 percentage points relative to the S&P 500 (SPY) in the past three months alone. Should worries ease, AAPL is likely to rebound.But again, in terms of the $3 trillion target, we are looking at much more than just a bounce off a 52-week low. Apple stock probably needs more to support longer-lasting momentum.Could $3 Trillion Come After 2023?If investors are in no particular hurry to see AAPL reach $3 trillion, then the task at hand might be much easier to accomplish.Given enough time, and assuming Apple remains the tech powerhouse that it has become in the iPhone era, $3 trillion will very likely come to fruition. For example, annual returns of no more than 15% over a period of only three years are enough to do the trick.I believe what could send Apple beyond $3 trillion by the end of 2025, for example, are any of the following:Successful entry in the AR and VR worlds, first through the launch of a mixed reality device. One is expected to be announced as early as the spring of 2023.The development of an autonomous vehicle system in partnership with an automaker – or, who knows, even the launch of an Apple Car. This will probably be a longer-term initiative that is unlikely to move the share price meaningfully this year.A recovery in the services segment, which recently registered pitiful YOY revenue growth of only 5% (see chart below). Morgan Stanley once estimated that, due to the massive installed base combined with a very high lifetime value-to-customer acquisition cost ratio, Apple’s subscription business alone might be enough to push the share price beyond $200.Figure 2: Apple's services revenue growth since 2019.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099872087,"gmtCreate":1643336051920,"gmtModify":1676533807270,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"Said it before, and will say it again: if the company's fundamentals are strong, any dip in share price isa discount","listText":"Said it before, and will say it again: if the company's fundamentals are strong, any dip in share price isa discount","text":"Said it before, and will say it again: if the company's fundamentals are strong, any dip in share price isa discount","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099872087","repostId":"1122320524","repostType":2,"repost":{"id":"1122320524","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1643321766,"share":"https://ttm.financial/m/news/1122320524?lang=en_US&edition=fundamental","pubTime":"2022-01-28 06:16","market":"us","language":"en","title":"Apple Sales and Profit Top Estimates as Hit from Chip Shortages Eases","url":"https://stock-news.laohu8.com/highlight/detail?id=1122320524","media":"Reuters","summary":"Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iP","content":"<html><head></head><body><p>Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.</p><p>Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.</p><p><img src=\"https://static.tigerbbs.com/b9aae61d17bfaf1ba4c776a3135dc67c\" tg-width=\"842\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.</p><p>&#34;They&#39;ve navigated the supply chain better than everybody, and it&#39;s showing in the results,&#34; said Ryan Reith, who studies the smartphone market for industry tracker IDC.</p><p>Demand during the holiday quarter outstripped supply in line with Apple&#39;s expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.</p><p>&#34;The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It&#39;s difficult for us to predict, so we try to focus on the short term,&#34; he said.</p><p>With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.</p><p>Apple&#39;s smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.</p><p>The company&#39;s overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts&#39; average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts&#39; expectations of $31 billion and $1.89 per share.</p><p>The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company&#39;s segments, including computers, accessories and tablets.</p><p>Apple&#39;s services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts&#39; estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.</p><p>Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.</p><p>Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.</p><p>For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company&#39;s five-year average of 20 times expected earnings, according to Refinitiv.</p><p>Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.</p><p>Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple&#39;s in-app payment system.</p><p>Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.</p><p>Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.</p><p>Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.</p><p>But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.</p><p>&#34;Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,&#34; said Neil Shah of Counterpoint Research.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Sales and Profit Top Estimates as Hit from Chip Shortages Eases</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Sales and Profit Top Estimates as Hit from Chip Shortages Eases\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-28 06:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.</p><p>Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.</p><p><img src=\"https://static.tigerbbs.com/b9aae61d17bfaf1ba4c776a3135dc67c\" tg-width=\"842\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.</p><p>&#34;They&#39;ve navigated the supply chain better than everybody, and it&#39;s showing in the results,&#34; said Ryan Reith, who studies the smartphone market for industry tracker IDC.</p><p>Demand during the holiday quarter outstripped supply in line with Apple&#39;s expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.</p><p>&#34;The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It&#39;s difficult for us to predict, so we try to focus on the short term,&#34; he said.</p><p>With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.</p><p>Apple&#39;s smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.</p><p>The company&#39;s overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts&#39; average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts&#39; expectations of $31 billion and $1.89 per share.</p><p>The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company&#39;s segments, including computers, accessories and tablets.</p><p>Apple&#39;s services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts&#39; estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.</p><p>Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.</p><p>Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.</p><p>For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company&#39;s five-year average of 20 times expected earnings, according to Refinitiv.</p><p>Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.</p><p>Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple&#39;s in-app payment system.</p><p>Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.</p><p>Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.</p><p>Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.</p><p>But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.</p><p>&#34;Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,&#34; said Neil Shah of Counterpoint Research.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122320524","content_text":"Apple Inc on Thursday reported record sales in the holiday quarter, beating estimates due to high iPhone demand and growing subscribers, even as a chips shortage that it said has begun easing cost it over $6 billion in revenue.Apple shares rose over 4% to $165.80 in after-hours trading. But they have been down 10% this year, in line with the broader market, as investors reconsider stocks that have soared during the pandemic and shift funds toward safer assets.The record results for the quarter ended Dec. 25 reflected what analysts have described as Apple taking advantage of its incredible size. The company, which has more than 1.8 billion active devices in the market, has been able to squeeze suppliers and manufacturers to produce big quantities of iPhones and other devices despite shortages brought on by the pandemic and most recently the Omicron variant.\"They've navigated the supply chain better than everybody, and it's showing in the results,\" said Ryan Reith, who studies the smartphone market for industry tracker IDC.Demand during the holiday quarter outstripped supply in line with Apple's expectations, Chief Financial Officer Luca Maestri told Reuters in an interview, noting that the effect was more than $6 billion in lost sales. But he said constraints would decrease in the current quarter, ending in March.\"The level of constraint will depend a lot on other companies, what will be the demand for chips from other companies and other industries. It's difficult for us to predict, so we try to focus on the short term,\" he said.With few rival phones debuting in the holiday shopping season, the iPhone 13, which started shipping days before the quarter began, led to worldwide phone sales revenue for Apple of $71.6 billion, a 9% increase from the 2020 holiday season that handily beat Wall Street targets, according to Refinitiv data.Apple's smartphone market share in China reached a record 23% in the holiday quarter, when it was the top-selling vendor there for the first time in six years, research firm Counterpoint Research reported on Wednesday.The company's overall fiscal first-quarter revenue was $123.9 billion, 11% up from last year and higher than analysts' average estimate of $118.7 billion. Profit was $34.6 billion, or $2.10 per share, compared with analysts' expectations of $31 billion and $1.89 per share.The pandemic has accelerated adoption of digital tools for communication, learning and entertainment, powering Apple to blowout sales across each of the company's segments, including computers, accessories and tablets.Apple's services business, which covers paid apps such as Apple TV+, Apple Music and Apple Fitness, also has seen a big bump. Services revenue rose 24% to $19.5 billion, topping analysts' estimates of $18.6 billion. The company has 785 million paying subscribers across its offerings, an increase from 620 million a year ago and 745 million last quarter.Sales for iPads fell 14% to $7.25 billion compared with analyst estimates of $8.2 billion, seeming to confirm industry predictions that iPads would have low priority for any scarce parts.Sales for Macs rose 25% to $10.9 billion compared with estimates of $9.5 billion, and sales for accessories rose 13% to $14.7 billion compared with estimates of $14.6 billion.For investors, the growing services business is helping mitigate production challenges. Apple is trading at 27 times expected earnings over the next 12 months. While down from as much as 35 a year ago, it remains above the company's five-year average of 20 times expected earnings, according to Refinitiv.Apple is facing antitrust pressure in the United States and Europe that could lead to new regulations that cut into its services revenue.Late last month, the Dutch Authority for Consumers and Markets (ACM) ordered Apple to make changes for apps on offer in the Apple App Store in the Netherlands by Jan. 15 or face fines, after it found that the U.S. company had abused its market dominance by requiring dating app developers to exclusively use Apple's in-app payment system.Supply chain issues are dragging on and concern remains about how long it will take Apple to deliver its next big product, such as an augmented reality headset or an electric vehicle.Apple had reported strong customer response to its latest release, the AirTag, when the accessory began shipping in the fiscal third quarter of 2021.Apple posted a rare revenue miss in the fiscal quarter ended Sept. 25, which CEO Tim Cook attributed to pandemic-related supply constraints and manufacturing disruptions that together cost the company an estimated $6 billion in sales.But smaller rivals are struggling to keep up with production, leading to Apple market share gains in regions such as China, said Angelo Zino of CFRA Research in a research note.\"Since Apple has many customized components going into the iPhones, Macs, Apple Watch and others and the scale (volume and price) at which it procures, Apple has been able to lock-in suppliers’ capacities to timely produce those parts with lesser delays,\" said Neil Shah of Counterpoint Research.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005244380,"gmtCreate":1642327572707,"gmtModify":1676533701575,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"Very long on Pltr.&nbsp;","listText":"Very long on Pltr.&nbsp;","text":"Very long on Pltr.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005244380","repostId":"1169852230","repostType":2,"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007856279,"gmtCreate":1642838499290,"gmtModify":1676533751785,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"PLTR is making profit hand over fist. This isn't a great analysis of Palantir","listText":"PLTR is making profit hand over fist. This isn't a great analysis of Palantir","text":"PLTR is making profit hand over fist. This isn't a great analysis of Palantir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007856279","repostId":"2205441860","repostType":2,"repost":{"id":"2205441860","kind":"highlight","pubTimestamp":1642808308,"share":"https://ttm.financial/m/news/2205441860?lang=en_US&edition=fundamental","pubTime":"2022-01-22 07:38","market":"us","language":"en","title":"Why I Sold These 3 High-Growth Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2205441860","media":"Motley Fool","summary":"I recently sold my shares of Snap, Palantir, and Bumble. Let's explore the reasons I pulled the trigger on the sales.","content":"<div>\n<p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Sold These 3 High-Growth Tech Stocks</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\">\nWhy I Sold These 3 High-Growth Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4515":"5G概念","BK4559":"巴菲特持仓","BK4549":"软银资本持仓","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4551":"寇图资本持仓","AAPL":"苹果","BK4023":"应用软件","BK4508":"社交媒体","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","MTCH":"Match Group, Inc.","BK4543":"AI","BK4501":"段永平概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","SNAP":"Snap Inc","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","PLTR":"Palantir Technologies Inc.","BK4566":"资本集团","BK4547":"WSB热门概念","BMBL":"Bumble Inc.","BK4505":"高瓴资本持仓"},"source_url":"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205441860","content_text":"Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in Snap (NYSE:SNAP) and Palantir (NYSE:PLTR), but I took a net loss on Bumble (NASDAQ:BMBL).Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.Image source: Getty Images.1. SnapSnap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.But over the past year, several red flags appeared. It vastly underestimated the impact of Apple's privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine ByteDance's TikTok with Spotlight's short videos.Snap's third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn't achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn't withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple's iOS changes.Over the past three months, Snap's insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won't end anytime soon.Snap might seem reasonably valued now at 10 times next year's sales, especially if it meets analysts' estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.2. PalantirPalantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.But Palantir also has some glaring problems. It's deeply unprofitable but still trades at 15 times next year's sales, which leaves it highly exposed to rising inflation and higher interest rates. It's also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as Alteryx or Splunk, instead of its Foundry platform.Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.3. BumbleAfter defending Bumble for nearly a year, I finally realized that the online dating company's weaknesses outweighed its strengths. The growth of Bumble's namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.Last quarter, Bumble's total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, Match Group's (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.Bumble also remains unprofitable, and it's shouldering more than twice as much debt as its total cash and equivalents. At the same time, it's pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.Those plans probably won't widen Bumble's moat against Match's portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.Bumble expects its revenue to grow 31% to 32% this fiscal year, but that's only a bit faster than Match's projected revenue growth rate of 25%. Bumble's stock might seem reasonably valued at six times next year's sales, but it probably won't command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.","news_type":1,"symbols_score_info":{"MTCH":1,"BMBL":1,"PLTR":1,"SNAP":1,"AAPL":0.69}},"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019550355,"gmtCreate":1648611742123,"gmtModify":1676534364933,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"This is useless because it already happened. Don't follow!","listText":"This is useless because it already happened. Don't follow!","text":"This is useless because it already happened. Don't follow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019550355","repostId":"1122910394","repostType":4,"isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007750424,"gmtCreate":1643017829316,"gmtModify":1676533765239,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"It is debt free. It has growing Free cash flow. It hasgrowing commercial&nbsp;customer base. It is sticky in terms of software.&nbsp;Employee stock compensation is large, but growing revenue is not slowing.It's a matter of time Before this one goes 10x","listText":"It is debt free. It has growing Free cash flow. It hasgrowing commercial&nbsp;customer base. It is sticky in terms of software.&nbsp;Employee stock compensation is large, but growing revenue is not slowing.It's a matter of time Before this one goes 10x","text":"It is debt free. It has growing Free cash flow. It hasgrowing commercial customer base. It is sticky in terms of software. Employee stock compensation is large, but growing revenue is not slowing.It's a matter of time Before this one goes 10x","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007750424","repostId":"1119030155","repostType":2,"repost":{"id":"1119030155","kind":"news","pubTimestamp":1643006363,"share":"https://ttm.financial/m/news/1119030155?lang=en_US&edition=fundamental","pubTime":"2022-01-24 14:39","market":"us","language":"en","title":"Is Palantir Stock A Buy Or Sell At Its Current Valuation?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119030155","media":"Seeking Alpha","summary":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.</li><li>Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.</li><li>Yet, there have been no material changes to the bullish thesis supporting Palantir&#39;s growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.</li><li>Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5fa252b01d9bd84e39574343c9fb409\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p>Palantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.</p><p>While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir&#39;s stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.</p><p><b>Near-Term Considerations for Palantir</b></p><p>In line with the broader market, Palantir&#39;s stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&amp;P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.</p><p>However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.</p><p>While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.</p><p>The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.</p><p><b>Long-Term Considerations for Palantir</b></p><p>Over the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.</p><p>The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.</p><p>The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.</p><p>TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.</p><p>Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&amp;D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.</p><p><b>Where Might PLTR Stock be Headed?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d650f70bbfb8bc052e908d417257b5a\" tg-width=\"640\" tg-height=\"229\" width=\"100%\" height=\"auto\"/><span>PLTR 12-Month Price Target</span></p><p>Considering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.</p><p><i>i. Base Case Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c624a7c885aef549ec989f3dd322797\" tg-width=\"640\" tg-height=\"375\" width=\"100%\" height=\"auto\"/><span>PLTR Valuation Analysis</span></p><p><i>ii. Sensitivity Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca8d5aad1d10fe2ae2a8c1f5a8c0be9d\" tg-width=\"640\" tg-height=\"177\" width=\"100%\" height=\"auto\"/><span>PLTR Sensitivity Analysis</span></p><p><i>iii. Base Case Financial Forecast:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c204cfbe554afece4b31e797ea06a30\" tg-width=\"640\" tg-height=\"169\" width=\"100%\" height=\"auto\"/><span>PLTR Base Case Financial Forecast</span></p><p>While Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.</p><p>And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.</p><blockquote>As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we&#39;ve been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.</blockquote><blockquote>Source:Q3 2021 Earnings Call Transcript</blockquote><p>This is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.</p><p>Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.</p><p>We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.</p><p><b>Conclusion</b></p><p>Palantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Palantir Stock A Buy Or Sell At Its Current 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\">\nIs Palantir Stock A Buy Or Sell At Its Current Valuation?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 14:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119030155","content_text":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.Yet, there have been no material changes to the bullish thesis supporting Palantir's growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.Sundry Photography/iStock Editorial via Getty ImagesPalantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir's stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.Near-Term Considerations for PalantirIn line with the broader market, Palantir's stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.Long-Term Considerations for PalantirOver the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.Where Might PLTR Stock be Headed?PLTR 12-Month Price TargetConsidering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.i. Base Case Valuation Analysis:PLTR Valuation Analysisii. Sensitivity Analysis:PLTR Sensitivity Analysisiii. Base Case Financial Forecast:PLTR Base Case Financial ForecastWhile Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we've been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.Source:Q3 2021 Earnings Call TranscriptThis is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.ConclusionPalantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888928823,"gmtCreate":1631424414762,"gmtModify":1676530546484,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"Interesting….","listText":"Interesting….","text":"Interesting….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/888928823","repostId":"1189654544","repostType":4,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://ttm.financial/m/news/1189654544?lang=en_US&edition=fundamental","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p>\n<p>Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p>\n<p>Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p>\n<p>After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p>\n<p>Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p>\n<p>Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p>\n<p>Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p>\n<p>Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p>\n<p>Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p>\n<p>Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p>\n<p>Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p>\n<p><img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p>","source":"lsy1603787993745","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>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week</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\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DH":"Definitive Healthcare Corp.",".DJI":"道琼斯","BROS":"Dutch Bros Inc.","FORG":"ForgeRock, Inc.","TYRA":"Tyra Biosciences, Inc.","ONON":"On Holding AG","TWKS":"Thoughtworks Holding Inc.",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SRAD":"Sportradar Group AG","PRCT":"PROCEPT BioRobotics","DICE":"DICE Therapeutics, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{"FORG":0.9,"DH":0.9,".SPX":0.9,"BROS":0.9,"DICE":0.9,"TWKS":0.9,"TYRA":0.9,"EZFL":0.9,".IXIC":0.9,"SRAD":0.9,".DJI":0.9,"ONON":0.9,"PRCT":0.9}},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021748945,"gmtCreate":1653107010287,"gmtModify":1676535226129,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"Yup. This is one company&nbsp;that's Resilient&nbsp;","listText":"Yup. This is one company&nbsp;that's Resilient&nbsp;","text":"Yup. This is one company that's Resilient","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021748945","repostId":"2236015712","repostType":4,"repost":{"id":"2236015712","kind":"highlight","pubTimestamp":1653088476,"share":"https://ttm.financial/m/news/2236015712?lang=en_US&edition=fundamental","pubTime":"2022-05-21 07:14","market":"us","language":"en","title":"Buy Apple Stock for Resiliency During the Tech Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2236015712","media":"Motley Fool","summary":"Here's why Apple is a golden investment amid the ongoing tech sell-off.","content":"<div>\n<p>The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed's decision to raise interest rates in response, and lingering concerns in connection to the war ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy Apple Stock for Resiliency During the Tech Sell-Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy Apple Stock for Resiliency During the Tech Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed's decision to raise interest rates in response, and lingering concerns in connection to the war ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/\">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.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236015712","content_text":"The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed's decision to raise interest rates in response, and lingering concerns in connection to the war between Russia and Ukraine. Consequently, the S&P 500 and Nasdaq Composite have backtracked 15% and 24% year to date, respectively, with no end to the negativism in sight.Even big tech has struggled, with premier companies Netflix and Meta Platforms posting weaker-than-anticipated financial reports in recent quarters. The panic has sent investors swarming to value stocks and safer assets for protection, leaving the technology sector drowning in the red. But as long-term investors, this doesn't mean that we should completely ignore tech stocks for the time being.Image source: Getty Images.In fact, there are several companies that continue to deliver strong financial results in spite of the challenges our current economy presents. One of those companies, Apple, is a world-beater that can provide investors with much-needed security in today's market environment. And since it's down almost 20% year to date, the technology juggernaut grants investors a handsome valuation at present levels.A resilient businessIn the past 12 quarters, Apple has beaten earnings estimates each time, and the company has only fallen short of Wall Street's revenue forecasts once. In the second quarter of 2022, the tech leader increased both total sales and earnings per share by 9% year over year, up to $97.3 billion and $1.52, respectively. While its product category -- which includes the iPhone, iPad, and Mac -- only grew a modest 7%, the company's services segment surged 17% to $19.8 billion.For the full fiscal year 2022, analysts are forecasting Apple's top line to improve 8% to $394.2 billion and its earnings per share to increase 10% to $6.15. Investors should like where the iPhone maker is positioned today. Not only does its world-class core business offer stability on top of its persistent growth, but the company's services segment enjoys a long runway for expansion in the years ahead.Fortunately for Apple and its shareholders, the company's elite balance sheet and cash generation will comfortably facilitate growth for the tech giant in the future. The company has $28.1 billion in cash on its balance sheet, and it continues to generate funds at a red-hot pace. In the past 12 months, Apple has produced $105.8 billion in free cash flow (FCF), and its three-year FCF compound annual growth rate (CAGR) is 13%. The company's robust balance sheet and consistent cash generation provide financial flexibility to increase its dividends, buy back shares, and grow its business in the years to follow.A normalized valuationThe recent stock price pullback year to date has made Apple stock a very tempting buy. The stock carries a price-to-earnings multiple of 24 today, representing its lowest trading level since the early summer of 2020.AAPL PE Ratio data by YChartsThe tech company's current earnings multiple is also largely in line with its five-year historical average of 23. But given that Apple has been able to maintain solid growth in recent quarters -- especially compared to the rest of big tech -- investors should be thrilled about buying the stock at existing levels.Apple is a good play on the turbulent stock market todayApple is a wise investment today -- the world-leading technology company continues to expand its business at a steady rate in an economy where many of its peers are suffering from growing pains. The stock is also trading at its lowest valuation since mid-2020, supplying investors with a favorable margin of safety. If you're searching for a durable stock to combat the market's volatility today, Apple might be the choice for you.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021741482,"gmtCreate":1653106978746,"gmtModify":1676535226121,"author":{"id":"3582784322184490","authorId":"3582784322184490","name":"lrjk1985","avatar":"https://static.tigerbbs.com/fefb89309f2792d9fd2433431d3e68c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582784322184490","idStr":"3582784322184490"},"themes":[],"htmlText":"Absolutely buy","listText":"Absolutely buy","text":"Absolutely buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021741482","repostId":"2236012808","repostType":2,"isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}