Tonyoh personal page - To The Moon

Tonyoh

Tonyoh

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2022-11-19

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2023-02-28

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Prediction: These 3 Stocks Will Be Worth Over $1 Trillion by 2030

02-09 04:22

$Amova-STC Asia REIT(CFA.SI)$

2023-03-05

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Want $1 Million in Retirement? Buy These 2 Stocks in 2023 and Hold for the Next Decade

2023-02-28

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A New Bull Market Is in Sight: 3 Stocks to Buy Sooner Rather Than Later

2022-02-19

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Nvidia Earnings: Showing The Market Still Needs To Recalibrate

2023-02-28

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Top Calls on Wall Street: Tesla, Alphabet, Apple, Nvidia, Best Buy, Zillow and More

2024-11-17

[What] [Miser] [What] [Cool]

2022-05-18

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@Smartkarma:Humm's Rump Diminished Amid Proxy War

2022-05-16

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@Daveforceone:Stock futures were higher Sunday evening after a week of steep losses that ended on a high note, and ahead of a big earnings week for retailers.Futures tied to the Dow Jones Industrial Average rose 0.3%, while S&P 500 futures added 0.4%. Nasdaq 100 futures jumped 0.7%.This might be a sign for a short rally.

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what ashame how everything is diminishing and being divided for the governments gain","text":"Dam what ashame how everything is diminishing and being divided for the governments gain","html":"Dam what ashame how everything is diminishing and being divided for the governments gain"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957709652,"gmtCreate":1677535874477,"gmtModify":1677535878073,"author":{"id":"3583453951447453","authorId":"3583453951447453","name":"Tonyoh","avatar":"https://static.tigerbbs.com/27636a2bd608c1ed710229189e8e3b22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583453951447453","authorIdStr":"3583453951447453"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957709652","repostId":"2314342496","repostType":4,"repost":{"id":"2314342496","kind":"highlight","pubTimestamp":1677511696,"share":"https://ttm.financial/m/news/2314342496?lang=en_US&edition=fundamental","pubTime":"2023-02-27 23:28","market":"us","language":"en","title":"Prediction: These 3 Stocks Will Be Worth Over $1 Trillion by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2314342496","media":"Motley Fool","summary":"They could join the ranks of Apple, Microsoft, and Alphabet.","content":"<div>\n<p>You can count on one hand the number of stocks with market caps of more than $1 trillion that trade on U.S. exchanges. And you'd have a finger or two left over.Apple, Microsoft, and Alphabet are all ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/26/prediction-stocks-worth-over-trillion-by-2030/\">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>Prediction: These 3 Stocks Will Be Worth Over $1 Trillion by 2030</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\">\nPrediction: These 3 Stocks Will Be Worth Over $1 Trillion by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-27 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/26/prediction-stocks-worth-over-trillion-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You can count on one hand the number of stocks with market caps of more than $1 trillion that trade on U.S. exchanges. And you'd have a finger or two left over.Apple, Microsoft, and Alphabet are all ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/26/prediction-stocks-worth-over-trillion-by-2030/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","NVDA":"英伟达","BRK.A":"伯克希尔","V":"Visa"},"source_url":"https://www.fool.com/investing/2023/02/26/prediction-stocks-worth-over-trillion-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314342496","content_text":"You can count on one hand the number of stocks with market caps of more than $1 trillion that trade on U.S. exchanges. And you'd have a finger or two left over.Apple, Microsoft, and Alphabet are all clearly above the threshold, and Amazon isn't too far away from the $1 trillion mark. But there are other stocks that could join the exclusive club in the not-too-distant future. I predict the following three stocks will also be worth over $1 trillion by 2030.1. Berkshire HathawayIn my view, Berkshire Hathaway (BRK.A) (BRK.B) is the obvious top choice to be the next stock with a $1 trillion market cap. Berkshire currently ranks behind Amazon as the stock that's closest to the magic number, with its market cap of around $674 billion.How can Berkshire Hathaway add another 50% to its current valuation over the next seven years? One possibility is to put its enormous cash stockpile to work. The company continues to buy back its shares quite a bit, which boosts the value of the remaining shares. Warren Buffett and his team have also invested in other publicly traded companies, including adding to Berkshire's stake in four companies in the fourth quarter of 2022.Berkshire also benefits from overall economic growth. Revenue and profits for the company's insurance, railroad, and energy businesses should increase nicely if the economy performs well in the coming years. Berkshire's equity holdings, notably including Apple, could help propel its own stock higher, too.Perhaps the biggest potential obstacle to Berkshire's market cap reaching $1 trillion is Buffett's health. Many investors are drawn to the stock in large part because of the legendary investor's mystique. Buffett will be 93 in August. Should his health fail, Berkshire stock could fall. For now, though, he appears to be in good health and remains actively involved with the company.2. NvidiaNvidia (NVDA) stands out as another stock that could realistically hit the $1 trillion market by 2030. The company admittedly has a long way to go to reach the level, with its market cap currently around $573 billion. However, I think Nvidia has what it takes.Artificial intelligence (AI) stocks are sizzling-hot right now -- Nvidia is no exception. While the sizzle could fizzle temporarily, the long-term prospects for Nvidia's graphics processing units (GPUs) in powering AI applications look very bright. As a case in point, the company recently announced the launch of an AI-as-a-service product that will be available through all the major cloud-hosting providers. This new offering will enable any enterprise to use AI.While AI is Nvidia's biggest opportunity, it's not the only one. The company made its name in the gaming market. Although gaming faces headwinds right now, they should only be temporary. Other significant growth drivers for Nvidia include its Omniverse virtual collaboration and simulation platform and its self-driving car technology.It's possible that Nvidia's valuation could get in the way of its march to $1 trillion. The stock already has a lot of growth baked into the price, with shares trading at more than 48 times expected earnings. Nvidia could also encounter increased competition over the next few years. Still, I'll be more surprised if the stock doesn't have a $1 trillion market cap by 2030 than if it does.3. VisaVisa (V) might seem like something of a longshot to reach a market cap of $1 trillion. The financial services giant isn't even halfway there right now, with its market cap below $454 billion. But don't dismiss Visa's chances.Stock prices and market caps tend to follow earnings. All Visa has to do to join the $1 trillion club is what it's been doing. The company's earnings have increased by more than 120% over the past seven years. If Visa keeps up this trend, it should easily attain a market cap of at least $1 trillion by 2030.I don't think Visa will have major problems with earnings growth. The company operates one of the world's two largest payment rails. The shift away from cash to digital payments appears to be an unstoppable trend. Some have speculated that blockchain could disrupt Visa's business model. But the company has fully embraced blockchain and could actually be helped more than hurt by the technology.Could anything prevent Visa from getting to the $1 trillion level? One thing that comes to mind is that the company has a new CEO as of Feb. 1, 2023. Successful businesses can sometimes stumble after transitions at the top. However, I expect Visa won't skip a beat with a new person at the helm.Other potential candidatesThere are other potential candidates that could also attain market caps of $1 trillion or more by 2030. Tesla, ExxonMobil, and UnitedHealth Group especially stand out. But I think Berkshire, Nvidia, and Visa appear to be the best bets to reach the mark within the next seven years.","news_type":1,"symbols_score_info":{"NVDA":0.9,"BRK.B":0.9,"V":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":1229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":530679564993216,"gmtCreate":1770582124195,"gmtModify":1770582127608,"author":{"id":"3583453951447453","authorId":"3583453951447453","name":"Tonyoh","avatar":"https://static.tigerbbs.com/27636a2bd608c1ed710229189e8e3b22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583453951447453","authorIdStr":"3583453951447453"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CFA.SI\">$Amova-STC Asia REIT(CFA.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/CFA.SI\">$Amova-STC Asia REIT(CFA.SI)$&nbsp;</a>&nbsp;","text":"$Amova-STC Asia REIT(CFA.SI)$","images":[{"img":"https://community-static.tradeup.com/news/73d6baf2d120e8cdcbb061b9f517e303","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530679564993216","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940288568,"gmtCreate":1677956310654,"gmtModify":1677956314724,"author":{"id":"3583453951447453","authorId":"3583453951447453","name":"Tonyoh","avatar":"https://static.tigerbbs.com/27636a2bd608c1ed710229189e8e3b22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583453951447453","authorIdStr":"3583453951447453"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940288568","repostId":"2316492950","repostType":4,"repost":{"id":"2316492950","kind":"highlight","pubTimestamp":1677987004,"share":"https://ttm.financial/m/news/2316492950?lang=en_US&edition=fundamental","pubTime":"2023-03-05 11:30","market":"us","language":"en","title":"Want $1 Million in Retirement? Buy These 2 Stocks in 2023 and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2316492950","media":"Motley Fool","summary":"Don't let a potential bear market keep you on the sidelines.","content":"<div>\n<p>Building a $1 million retirement nest egg is the dream of many investors. With the appropriate strategy, allocation, and investing time horizon, this isn't an impossible goal by any means. As you ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/03/want-1-million-in-retirement-buy-these-2-stocks-in/\">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>Want $1 Million in Retirement? Buy These 2 Stocks in 2023 and Hold for the Next Decade</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\">\nWant $1 Million in Retirement? Buy These 2 Stocks in 2023 and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-05 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/03/want-1-million-in-retirement-buy-these-2-stocks-in/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Building a $1 million retirement nest egg is the dream of many investors. With the appropriate strategy, allocation, and investing time horizon, this isn't an impossible goal by any means. As you ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/03/want-1-million-in-retirement-buy-these-2-stocks-in/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc.","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2023/03/03/want-1-million-in-retirement-buy-these-2-stocks-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316492950","content_text":"Building a $1 million retirement nest egg is the dream of many investors. With the appropriate strategy, allocation, and investing time horizon, this isn't an impossible goal by any means. As you diversify your basket of stocks to work toward this achievement, it's important to select quality businesses across a wide variety of sectors with multiple catalysts to sustain continued returns over a period of years.For example, if you were to invest $200,000 in the stock market right now, promising companies with innovative, industry-leading businesses ripe for future growth could foreseeably compound that investment by 5 times or more in the next decade. With that said, here are two such stocks that could help you build out your retirement plan.1. UpstartUpstart is dealing with extremely choppy market waters right now; however, looking beyond these events to the company's long-term prospects, an altogether brighter picture forms. To understand why, one has to take a deeper look into the inner workings of Upstart and its business, which is driven by artificial intelligence and machine learning. The company operates a lending marketplace that revolves around its innovative technology platform, which leverages more than 1,600 data points to assess the creditworthiness of any given consumer. In other words, it doesn't just the FICO score but atypical factors like education and income to help determine this.By using a far broader range of factors to determine whether an applicant ought to be approved for a loan, as well as the platform's predictive capabilities that calibrate to the economic environment to assess the likelihood of that applicant to default, Upstart has not only been able to democratize the long-stale lending arena but also lower risk for institutional partners with more inclusive and real-time data.Moreover, because Upstart's platform is constantly learning, this not only enables it to adjust to the most current economic conditions, but this also means that more of the company's loan applications are being handled on a fully automated basis.In Upstart's full-year 2022 earnings report, management said that 82% of all loan applications on the platform were fully automated -- the highest level of automation its model has reached in the history of the company. Moreover, 88% of all small-dollar loans are now automated. On top of that, as of the end of 2022, Upstart's model had learned more in the prior seven months than it had in the entire 30 months before that.During 2022, Upstart's number of bank and credit union partners soared 120% from 2021, and its network of auto dealers jumped more than 90% year over year. Bear in mind, the auto lending market alone represents a near $800 billion opportunity, and as of the end of 2022, the company had the second-fastest-growing auto retail software in the country.As Upstart's platform is constantly learning, a challenging economic environment is inevitably going to mean that it approves fewer loans than it would in a situation where the risk of default is lower, but this would also indicate the exact opposite would happen in a more buoyant economic landscape. At the same time, the combination of institutional partners funding far fewer loans right now and a drop in consumers applying for loans has contributed to the declines in Upstart's top and bottom lines recently. While investors will need to continue watching these factors closely in the quarters ahead, it's important to differentiate broader economic headwinds from headwinds tied directly to Upstart's business.The fact that the company is expanding market share, boosting platform automation, and rapidly growing its partner network even in a decidedly bleak lending environment is notable, and could prime the business for a relatively rapid upward trajectory once the economic environment improves and interest rates come down. Even a conservative position in this top growth stock could yield tremendous results over the next five to 10 years when paired with a wide selection of investments in a buy-and-hold investment portfolio. That potential may be too intriguing for some investors to overlook while the stock's currently trading down.2. TeladocTeladoc investors -- and I am one of them -- have faced more than their fair share of volatile market days over the past year. While shares of this healthcare stock are still down 64% from 12 months ago, they've risen roughly 15% since the start of 2023. The market has been far less kind toward unprofitable, growth-oriented businesses in the current economic environment, and Teladoc currently fits squarely into both categories.The full 2022 year saw Teladoc achieve some notable goals, while falling short on other fronts. Revenue totaled $2.4 billion for the 12-month period, an 18% increase from 2021. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) was down year over year, but still hit $247 million. Teladoc also continues to see rapid adoption across a wide range of its healthcare services, with its teletherapy arm BetterHelp alone posting revenue growth of 29% year over year in the final quarter of 2022.Teladoc reported a third impairment charge in Q4 of 2022 after having significantly shaved its net losses in the prior quarter. Specifically, it ended the 12-month period with a net loss of $13.7 billion, almost entirely due to impairment charges related to writing down the value of its 2020 Livongo acquisition. Here's the thing, though: While this loss is unpleasant to look at as an investor, these were non-cash impairment charges. In other words, paper-only net losses, which are not the same as actual operational losses.Even though Teladoc overpaid for that acquisition, its contribution to its overall mission of disrupting the still underserved chronic care solutions market remains a notable green flag for the long-term future of the integration of these two businesses. CEO Jason Gorevic noted the following about its chronic care segment and broader platform expansion on the company's 2022 earnings call:Access to our platform is available to over 80 million individuals in the U.S. today, primarily through our relationships with employers and health plans. Over 50% of that population has access to more than one of our products. And when I look at our suite of chronic care solutions, 30% of enrollees are now utilizing more than one chronic care product. Our BetterHelp offering provided over 1 million individuals with access to mental healthcare over the past year, many of whom are unlikely to have received any care at all, if not for our services.Our platform enabled over 22 million visits across specialties last year and over 0.5 billion digital health interactions with an unmatched consumer experience and a net promoter score over 60. That breadth and scale is unrivaled in the industry and gives us a strong foundation on which to expand.Teladoc remains the premier telehealth platform in the U.S., and the increasing diversity and adoption of its offerings bode well for its ability to continue expanding its market share in the years ahead. Management has been clear that moving back to profitability is a key goal for the future. The investments Teladoc is making now could yield robust returns for the company and its shareholders in the years ahead. As such, given Teladoc's long trajectory for growth, forward-thinking investors may find any dips in the stock to be too good to pass up.","news_type":1,"symbols_score_info":{"UPST":0.9,"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":2397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957709238,"gmtCreate":1677535886124,"gmtModify":1677535889972,"author":{"id":"3583453951447453","authorId":"3583453951447453","name":"Tonyoh","avatar":"https://static.tigerbbs.com/27636a2bd608c1ed710229189e8e3b22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583453951447453","authorIdStr":"3583453951447453"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957709238","repostId":"2314537144","repostType":4,"repost":{"id":"2314537144","kind":"highlight","pubTimestamp":1677511636,"share":"https://ttm.financial/m/news/2314537144?lang=en_US&edition=fundamental","pubTime":"2023-02-27 23:27","market":"us","language":"en","title":"A New Bull Market Is in Sight: 3 Stocks to Buy Sooner Rather Than Later","url":"https://stock-news.laohu8.com/highlight/detail?id=2314537144","media":"Motley Fool","summary":"All three of these stocks have impressive growth prospects.","content":"<div>\n<p>There's something special about two percentages -- 8% and 9%. They're how much the Nasdaq Composite Index and S&P 500, respectively, need to climb to reach bull market territory. The Dow Jones ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/27/a-new-bull-market-is-in-sight-3-stocks-to-buy-soon/\">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>A New Bull Market Is in Sight: 3 Stocks to Buy Sooner Rather Than Later</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\">\nA New Bull Market Is in Sight: 3 Stocks to Buy Sooner Rather Than Later\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-27 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/27/a-new-bull-market-is-in-sight-3-stocks-to-buy-soon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's something special about two percentages -- 8% and 9%. They're how much the Nasdaq Composite Index and S&P 500, respectively, need to climb to reach bull market territory. The Dow Jones ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/27/a-new-bull-market-is-in-sight-3-stocks-to-buy-soon/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MELI":"MercadoLibre","BK4017":"黄金","AXSM":"Axsome Therapeutics, Inc.","BK4570":"地缘局势概念股","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/02/27/a-new-bull-market-is-in-sight-3-stocks-to-buy-soon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314537144","content_text":"There's something special about two percentages -- 8% and 9%. They're how much the Nasdaq Composite Index and S&P 500, respectively, need to climb to reach bull market territory. The Dow Jones Industrial Average only needs to rise another 5% or so.The gaps might not be easy to close, but a new bull market is in sight. Smart investors will prepare accordingly. Here are three stocks to buy sooner rather than later.1. AmazonAmazon's share price is still nearly 50% below the previous high despite rising by a double-digit percentage year to date. The last time the stock was beaten down so much (back in 2008), it delivered a gain of more than 40x over the next 10 years.With the company's market cap now close to $1 trillion, don't bet on a repeat performance. However, Amazon appears to be a bargain at its current price. Noted value investor Bill Miller said last month that he thinks the stock should rebound strongly. He added that he views Amazon as \"one of the easiest names in the market right now.\" The consensus Wall Street price target for the stock reflects an upside potential of more than 40%.One key reason to be bullish about Amazon over the near term is that its profits and free cash flow should increase. That's because the company has cut costs and continues to streamline operations. This should especially help when inflation moderates, which should lead to more robust revenue growth.But there's even more reason for enthusiasm about Amazon's long-term prospects. In particular, the company's Amazon Web Services unit has a massive growth opportunity as organizations shift their IT spending to the cloud. A surge in AI-powered apps should also fuel this growth.2. Axsome TherapeuticsAxsome Therapeutics is off to a poor start in 2023 after the biotech stock more than doubled last year. However, the current pullback presents a great buying opportunity.The company's prospects haven't diminished one bit. Auvelity, which won U.S. Food and Drug Administration (FDA) approval in August 2022 for treating major depressive disorder, continues to gain momentum. Axsome acquired worldwide commercialization rights to sleep-disorder drug Sunosi from Jazz Pharmaceuticals. It's marketing the drug in the U.S. and licensed European marketing rights to Pharmanovia.Axsome also has several potential catalysts on the way. It expects to submit for FDA approvals of AXS-07 in treating migraine and AXS-14 in treating fibromyalgia later this year. The company should report results from a late-stage clinical study evaluating experimental drug AXS-12 in treating narcolepsy in 2023 as well.Analysts think that Auvelity could achieve peak annual sales of in the ballpark of $1.8 billion. AXS-07 also has the potential to be a blockbuster. These two drugs alone make Axsome's valuation look attractive with the company's current market cap of $2.7 billion.3. MercadoLibreMercadoLibre (MELI 1.81%) is the biggest winner of these three stocks so far this year. The Latin American e-commerce and fintech stock is up more than 35%. I think it has plenty of room to run and just might hit its all-time high in 2023.E-commerce is MercadoLibre's biggest moneymaker. Since 2019, the company has increased its gross merchandise volume by 2.5x. It continues to perform especially well in Brazil and Mexico. MercadoLibre's e-commerce platform also helps it gain business in other areas, notably including logistics and advertising.I'm even more bullish about the company's Mercado Pago fintech business. Fintech revenue has increased by nearly 5x over the last three years. Mercado Pago now has nearly 44 million unique active users. It still has huge growth potential in Mexico and Chile as well as in serving larger merchants in Brazil.What if the bear market continues?My view is that Amazon, Axsome, and MercadoLibre will soar if a new bull market begins. But what if the bear market continues? I think that Axsome stock should perform well either way. Amazon and MercadoLibre could have a harder time if an economic downturn causes the overall stock market to fall. However, all three of these stocks should deliver market-beating returns over the long run.","news_type":1,"symbols_score_info":{"AMZN":0.9,"AXSM":0.9,"MELI":0.9}},"isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097002746,"gmtCreate":1645250154793,"gmtModify":1676534013495,"author":{"id":"3583453951447453","authorId":"3583453951447453","name":"Tonyoh","avatar":"https://static.tigerbbs.com/27636a2bd608c1ed710229189e8e3b22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583453951447453","authorIdStr":"3583453951447453"},"themes":[],"htmlText":"Like please&nbsp;","listText":"Like please&nbsp;","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097002746","repostId":"1198934487","repostType":4,"repost":{"id":"1198934487","kind":"news","pubTimestamp":1645244274,"share":"https://ttm.financial/m/news/1198934487?lang=en_US&edition=fundamental","pubTime":"2022-02-19 12:17","market":"us","language":"en","title":"Nvidia Earnings: Showing The Market Still Needs To Recalibrate","url":"https://stock-news.laohu8.com/highlight/detail?id=1198934487","media":"Seeking Alpha","summary":"SummaryNvidia's earnings and guidance were nothing short of what investors have come to expect from ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia&#39;s earnings and guidance were nothing short of what investors have come to expect from it over the last year.</li><li>But even with stellar guidance, the stock led the way in a red market on Thursday.</li><li>The reason lies in the market&#39;s outlook for relatively slower growth over the year and the inability of Nvidia to maintain mid-double-digit revenue growth.</li><li>I outline a new buy zone and where the stock is fairly valued in a year based on this recalibration of sales expectations.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37b348779acedb3ad22271a188138ee1\" tg-width=\"1536\" tg-height=\"1018\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p>It&#39;s become a pretty dull firework show with Nvidia (NVDA). Earnings beats and guidance raises are the norm, and the latest earnings report shows that&#39;s not changing anytime soon. But this quarter-after-quarter firework celebration is confusing investors as they watch the stock tumble further after already being sent into beaten-down territory the last several weeks. And to add insult to injury, there&#39;s nothing in the earnings report or the expectations for FQ1 to focus on negatively. In fact, things are coming along better than expected. However, the problem is the market facing down slowing FY23 and FY24 revenue growth and correlating it to a new valuation.</p><p>I&#39;m not saying the party of Nvidia&#39;s shares is over, but<i>I am saying</i>it&#39;s not going to be the lively dance club it once was. Even when management executes a quarter with $7.64B in revenue against a consensus for $7.42B and guides for a face-ripping quarter of $8.1B against estimates for $7.29B, it&#39;s not enough to overcome the ultimately slowing yearly sales growth.</p><p>This is something I mentioned in my last article when I said I&#39;d wait to add to my position due to the inability to achieve the growth the market was expecting at higher valuations. Shares traded just below $280 when I published the article. Some commenters didn&#39;t expect the stock would get to my buy zone at $264 even when I applied a forward price-to-sales multiple of 20 on the stock. But, as we know, the stock reached $264 and even less in the weeks following.</p><p><b>So what&#39;s this have to do with earnings?</b></p><p>Wednesday&#39;s earnings proved Nvidia - while able to crush estimates and guide significantly higher each quarter - cannot achieve the growth necessary to sustain the high valuation it once fetched.</p><p>The market pays for growth. If there isn&#39;t sustainable growth (read: the same level), there isn&#39;t a high(er) valuation awarded. The market also looks six-to-eight months out. This puts the view squarely at the end of the company&#39;s FY23.</p><p>Of course, estimates will rise - how could they not with an 11% guidance raise - but they won&#39;t be able to justify the 61% revenue growth 2021 just reported. Right now, estimates are predicting 28.5% revenue growth ($34.6B). This is higher than the 17% they expected two months ago, but this recalibration is now much closer to the real number after FQ1&#39;s guidance set the stage for the year. To achieve 60% growth, it would have to bring in $43B - about $9B more than the current estimate, basically a fifth quarter of the year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91bfa9f98fc7d44603853c3252fe15de\" tg-width=\"640\" tg-height=\"63\" width=\"100%\" height=\"auto\"/><span>Nvidia&#39;s Revenue Estimates (Seeking Alpha)</span></p><p>Now, my take would be defensible if the stock was trading at the former high of $346. But, surely, the market can&#39;t be pricing in 60% growth for this year with the stock trading at $245.</p><p>And it&#39;s not.</p><p>But, the market perception is now shifting to a new valuation, one for 29% growth ($8.65B quarterly on average this fiscal year). This, however, is still 19 times forward sales. Of course, that&#39;s down from 26 forward sales, but 19 is still relatively high when growth is slowing and lapping high double-digit growth.</p><p>The question becomes, what does the market pay for an Nvidia with no Arm (ARMH) acquisition and slowing revenue growth amid a supply constraint semiconductor market? In a year where the next generation of gaming GPUs are likely to be launched, how will the company supply the demand it can&#39;t even fulfill for its current RTX3000 series? It&#39;s literally tapped out of supply, and incremental revenue will only be found with incremental wafer supply.</p><p>Therefore, the best bet on Nvidia is a bet on semiconductor shortages easing. But this is likely to come slowly and over time, not allowing for a spike in revenue to occur in any one quarter.</p><p>That being said, a historic valuation consistent with 30% revenue growth is more dependable and gives investors a chance to let the market recalibrate. This puts the stock closer to a<i>trailing</i>19 or 20 times sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89c37e09b2c7dd424bafab1a80c9c343\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>This also means the market may ease it into the valuation over the next few months, as the hangover of 60, 70, and 80 percent growth rates fade into the rearview mirror. Using the current quarter (FQ1 &#39;23) as a quarter in my calculation gives us $29.35B multiplied by 20 for a market cap of $587B, translating to a share price of $230 - 6% downside from Thursday&#39;s close.</p><p>This isn&#39;t a price target for a year out, but it&#39;s a fantastic risk-reward target to accumulate shares with a much lower level of risk.</p><p>Now, if we&#39;re going to discount the growth over the next two years closer to 20% (FY24 of $42B) and ease the multiple down to 18 or 19 (I&#39;ll use 18.5), the stock price comes out to $305, or 24.5% upside.</p><p>But this is going two years out, and estimating a discount the market may or may not be willing to grant it. But remember, the market will discount FY24 at the beginning of FY23, so while it&#39;s a two-year-out revenue estimate, it&#39;s a year-out price target.</p><p>And, if you&#39;re wondering about earnings and PE ratios, the growth rates are estimated to be nearly the same as revenue growth, implying margins aren&#39;t going to go any higher.</p><p>Add in the company didn&#39;t see &#34;outperformance&#34; on its gross margins, which some have pointed to as the &#34;sole&#34; reason the market sold off the stock on Wednesday&#39;s earnings, and it&#39;s fair to say there may not be anything left in the tank at this time for Nvidia to push the outperformance envelope to the level necessary for a return to all-time highs.</p><p>Nvidia not only has to continue to perform at the level it has (11% guidance raises and a beat on top of it at report time) but has to find an inflection in its business again; a new product or technology breakthrough. This is Nvidia, so this is very possible and even likely. However, any misstep will see the stock cut down in an instant at current valuations.</p><p>This isn&#39;t to say I don&#39;t like Nvidia; I&#39;m happily long the stock and will continue to be. But detach your emotions for a few minutes, study what the market is doing to the stock and why, and you can recalibrate your mindset to be where the market will be in a year and not where it is today. Because today, the market is discounting the relatively slower growth eight months from now, and buying at risk-averse levels - $230 and below according to my calculations - you&#39;ll have a much larger position with a company growing revenues into FY24 and FY25 in the low 20s and high teens, at minimum.</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 Earnings: Showing The Market Still Needs To Recalibrate</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 Earnings: Showing The Market Still Needs To Recalibrate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-19 12:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4488333-nvidia-earnings-market-needs-to-recalibrate><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia's earnings and guidance were nothing short of what investors have come to expect from it over the last year.But even with stellar guidance, the stock led the way in a red market on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4488333-nvidia-earnings-market-needs-to-recalibrate\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4488333-nvidia-earnings-market-needs-to-recalibrate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198934487","content_text":"SummaryNvidia's earnings and guidance were nothing short of what investors have come to expect from it over the last year.But even with stellar guidance, the stock led the way in a red market on Thursday.The reason lies in the market's outlook for relatively slower growth over the year and the inability of Nvidia to maintain mid-double-digit revenue growth.I outline a new buy zone and where the stock is fairly valued in a year based on this recalibration of sales expectations.Justin Sullivan/Getty Images NewsIt's become a pretty dull firework show with Nvidia (NVDA). Earnings beats and guidance raises are the norm, and the latest earnings report shows that's not changing anytime soon. But this quarter-after-quarter firework celebration is confusing investors as they watch the stock tumble further after already being sent into beaten-down territory the last several weeks. And to add insult to injury, there's nothing in the earnings report or the expectations for FQ1 to focus on negatively. In fact, things are coming along better than expected. However, the problem is the market facing down slowing FY23 and FY24 revenue growth and correlating it to a new valuation.I'm not saying the party of Nvidia's shares is over, butI am sayingit's not going to be the lively dance club it once was. Even when management executes a quarter with $7.64B in revenue against a consensus for $7.42B and guides for a face-ripping quarter of $8.1B against estimates for $7.29B, it's not enough to overcome the ultimately slowing yearly sales growth.This is something I mentioned in my last article when I said I'd wait to add to my position due to the inability to achieve the growth the market was expecting at higher valuations. Shares traded just below $280 when I published the article. Some commenters didn't expect the stock would get to my buy zone at $264 even when I applied a forward price-to-sales multiple of 20 on the stock. But, as we know, the stock reached $264 and even less in the weeks following.So what's this have to do with earnings?Wednesday's earnings proved Nvidia - while able to crush estimates and guide significantly higher each quarter - cannot achieve the growth necessary to sustain the high valuation it once fetched.The market pays for growth. If there isn't sustainable growth (read: the same level), there isn't a high(er) valuation awarded. The market also looks six-to-eight months out. This puts the view squarely at the end of the company's FY23.Of course, estimates will rise - how could they not with an 11% guidance raise - but they won't be able to justify the 61% revenue growth 2021 just reported. Right now, estimates are predicting 28.5% revenue growth ($34.6B). This is higher than the 17% they expected two months ago, but this recalibration is now much closer to the real number after FQ1's guidance set the stage for the year. To achieve 60% growth, it would have to bring in $43B - about $9B more than the current estimate, basically a fifth quarter of the year.Nvidia's Revenue Estimates (Seeking Alpha)Now, my take would be defensible if the stock was trading at the former high of $346. But, surely, the market can't be pricing in 60% growth for this year with the stock trading at $245.And it's not.But, the market perception is now shifting to a new valuation, one for 29% growth ($8.65B quarterly on average this fiscal year). This, however, is still 19 times forward sales. Of course, that's down from 26 forward sales, but 19 is still relatively high when growth is slowing and lapping high double-digit growth.The question becomes, what does the market pay for an Nvidia with no Arm (ARMH) acquisition and slowing revenue growth amid a supply constraint semiconductor market? In a year where the next generation of gaming GPUs are likely to be launched, how will the company supply the demand it can't even fulfill for its current RTX3000 series? It's literally tapped out of supply, and incremental revenue will only be found with incremental wafer supply.Therefore, the best bet on Nvidia is a bet on semiconductor shortages easing. But this is likely to come slowly and over time, not allowing for a spike in revenue to occur in any one quarter.That being said, a historic valuation consistent with 30% revenue growth is more dependable and gives investors a chance to let the market recalibrate. This puts the stock closer to atrailing19 or 20 times sales.Data by YChartsThis also means the market may ease it into the valuation over the next few months, as the hangover of 60, 70, and 80 percent growth rates fade into the rearview mirror. Using the current quarter (FQ1 '23) as a quarter in my calculation gives us $29.35B multiplied by 20 for a market cap of $587B, translating to a share price of $230 - 6% downside from Thursday's close.This isn't a price target for a year out, but it's a fantastic risk-reward target to accumulate shares with a much lower level of risk.Now, if we're going to discount the growth over the next two years closer to 20% (FY24 of $42B) and ease the multiple down to 18 or 19 (I'll use 18.5), the stock price comes out to $305, or 24.5% upside.But this is going two years out, and estimating a discount the market may or may not be willing to grant it. But remember, the market will discount FY24 at the beginning of FY23, so while it's a two-year-out revenue estimate, it's a year-out price target.And, if you're wondering about earnings and PE ratios, the growth rates are estimated to be nearly the same as revenue growth, implying margins aren't going to go any higher.Add in the company didn't see \"outperformance\" on its gross margins, which some have pointed to as the \"sole\" reason the market sold off the stock on Wednesday's earnings, and it's fair to say there may not be anything left in the tank at this time for Nvidia to push the outperformance envelope to the level necessary for a return to all-time highs.Nvidia not only has to continue to perform at the level it has (11% guidance raises and a beat on top of it at report time) but has to find an inflection in its business again; a new product or technology breakthrough. This is Nvidia, so this is very possible and even likely. However, any misstep will see the stock cut down in an instant at current valuations.This isn't to say I don't like Nvidia; I'm happily long the stock and will continue to be. But detach your emotions for a few minutes, study what the market is doing to the stock and why, and you can recalibrate your mindset to be where the market will be in a year and not where it is today. Because today, the market is discounting the relatively slower growth eight months from now, and buying at risk-averse levels - $230 and below according to my calculations - you'll have a much larger position with a company growing revenues into FY24 and FY25 in the low 20s and high teens, at minimum.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957709702,"gmtCreate":1677535916006,"gmtModify":1677535919378,"author":{"id":"3583453951447453","authorId":"3583453951447453","name":"Tonyoh","avatar":"https://static.tigerbbs.com/27636a2bd608c1ed710229189e8e3b22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583453951447453","authorIdStr":"3583453951447453"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957709702","repostId":"1150058958","repostType":4,"repost":{"id":"1150058958","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":1677511531,"share":"https://ttm.financial/m/news/1150058958?lang=en_US&edition=fundamental","pubTime":"2023-02-27 23:25","market":"us","language":"en","title":"Top Calls on Wall Street: Tesla, Alphabet, Apple, Nvidia, Best Buy, Zillow and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1150058958","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Monday:UBS reiterates Berkshire Hathaway as buyUBS said","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Monday:</p><h3>UBS reiterates Berkshire Hathaway as buy</h3><p>UBS said it’s standing by its buy rating after Berkshire Hathaway’s earnings report on Saturday.</p><blockquote>“We calculate BRK’s shares are currently trading at around a 23% discount to its intrinsic value, which is in line with the 23% average discount since BRK resumed share repurchases in 3Q18.”</blockquote><h3>Goldman Sachs upgrades Shell to buy from neutral</h3><p>Goldman said in its upgrade of the oil and gas company that it likes its optionality.</p><blockquote>“With this note, we upgrade Shell to Buy (from Neutral), as we believe the company has the highest quality combination of assets in the sector, with a leading global LNG and marketing businesses and strong chemical presence.”</blockquote><h3>Goldman Sachs upgrades Nomad Foods to buy from neutral</h3><p>Goldman said it sees an “attractive investment opportunity” to invest in the frozen food company.</p><blockquote>“With potential upward revisions on horizon, we see NOMD’s near-trough valuation levels, both in context of its history and relative to broader Food peers as an attractive investment opportunity with favorable risk-reward ahead.”</blockquote><h3>Telsey downgrades Best Buy to market perform from outperform</h3><p>Telsey downgraded the stock ahead of earnings later this week, noting it sees a challenging macro.</p><blockquote>“Downgrading BBY to Market Perform from Outperform: In the near term, we believe Best Buy’s business is likely to experience a further decline related to the challenging macro trends weighing on discretionary consumer demand, given high inflation and rising interest rates—resulting in our lower 2023 forecasts for both sales and profits.”</blockquote><h3>Goldman Sachs upgrades Willis Towers Watson to buy from neutral</h3><p>Goldman said it sees a robust turnaround for the insurance company.</p><blockquote>“The company has shown strong progress on turnaround initiatives to date, and we see a material improvement in WTW fundamentals coinciding with abating tailwinds for more concentrated P&amp;C and commission oriented brokers, particularly in the back half of 2023 and into 2024.”</blockquote><h3>Bank of America upgrades Union Pacific to buy from neutral</h3><p>Bank of America said it sees share gains for the railroad operator.</p><blockquote>“We increase our PO to $241 from $218 on 20x our 2024 EPS of $12.05 (from 20x 2023), given increased confidence in a path to operational improvement, and potential for accelerating gains.”</blockquote><h3>Barclays reiterates Tesla as overweight</h3><p>Barclays said it’s standing by its buy rating heading into Tesla’s investor event on March 1.</p><blockquote>“Potentially a sell-the-news event given recent rally, but likely to reinforce long-term opportunity – reinforcing our OW rating.”</blockquote><h3>Bank of America reiterates Alphabet as overweight</h3><p>Bank of America said it’s bullish on AI opportunities for Alphabet.</p><blockquote>“We see AI advantages for Google, and opportunity for AI to increase the value of Alphabet’s platform (search, Cloud and Waymo) and maintain our Buy rating.”</blockquote><h3>JPMorgan initiates Zillow as overweight</h3><p>JPMorgan said it likes the online housing company’s business model.</p><blockquote>“We prefer Zillow’s large scale, business model, and strong margins in the current volatile environment, but we believe both Zillow and Redfin with solid execution could drive L-T upside from these levels.”</blockquote><h3>Canaccord initiates Intuitive Machines as buy</h3><p>Canaccord said the aerospace company is well positioned in the space race.</p><blockquote>“Intuitive Machines is a diversified lunar/space services and infrastructure company that is unique as essentially the only publicly traded company that directly focuses on the growing xGEO (beyond geostationary Earth orbit) economy.”</blockquote><h3>Raymond James upgrades Frontier to strong buy from outperform</h3><p>Raymond James upgraded the cable company after its “impressive” earnings report.</p><blockquote>“We are upgrading the shares of Frontier to Strong Buy from Outperform following impressive 4Q results and continued execution on its post-bankruptcy plan to future-proof itself for a modern customer base.”</blockquote><h3>Wells Fargo upgrades State Street to overweight from equal weight</h3><p>Wells said in its upgrade of the financial services company that it should outperform in a recession.</p><blockquote>“Upgrade to Overweight from Equal Weight. STT seems like heads “you win” - outperforms in recessions given less credit risk; and tails ‘you win’ - no recession would increase our EPS ests. above base case of 10%+ in each 2023E and 2024E.”</blockquote><h3>Bernstein reiterates Nvidia as outperform</h3><p>Bernstein said opportunities abound for Nvidia with AI and ChatGPT.</p><blockquote>“Gaming headwinds have normalized, and opportunities around datacenter, software, and auto remain early, and large.”</blockquote><h3>Wells Fargo upgrades Pulmonx to overweight from equal weight</h3><p>Wells said in its upgrade of the maker of devices and technology for pulmonary disorders that it has an attractive valuation.</p><blockquote>“We are upgrading LUNG to Overweight from Equal Weight. We are raising our price target to $15, which assumes 5.0x our 2024 revenue estimate, from $10.”</blockquote><h3>Raymond James upgrades Frontier Airlines to outperform from market perform</h3><p>Raymond James says it sees an attractive risk/reward for the airline company.</p><blockquote>“We are upgrading ULCC from Market Perform to Outperform reflecting an attractive risk-reward and increased conviction, from our fare analysis and industry commentary, that seasonality explains the 1Q23 revenue shortfall vs. our pre-4Q22 earnings release forecast.”</blockquote><h3>Credit Suisse initiates Woodward as outperform</h3><p>Credit Suisse said in its initiation of the aerospace control solutions company that it’s a “self-help” story.</p><blockquote>“We believe that WWD is one of the most severely underearning companies within our coverage, with FY23E EBITDA ~27% below FY19 levels vs. peers tracking toward FY23E EBITDA ~15% above FY19 levels.”</blockquote><h3>Jefferies reiterates Microsoft as buy</h3><p>Jefferies said its survey checks show users are unlikely to change their long-term habits away from using Google over Bing.</p><blockquote>“Our survey of ~900 consumers was positive for MSFT Bing adoption, but it’s unclear if consumers will actually change LT search habits.”</blockquote><h3>Bernstein downgrades Williams Companies to market perform from outperform</h3><p>Bernstein downgraded the energy company due to falling gas prices.</p><blockquote>“We upgraded WMB mid-pandemic arguing that gas was defensive and reiterated that argument mid 2022 as fears about recession loomed. However, the setup has changed over the last few months.”</blockquote><h3>UBS reiterates Apple as buy</h3><p>UBS said its survey checks show Apple is the preferred brand in both the U.S. and China.</p><blockquote>“Apple was named by ~ 23% of respondents in the US as the brand they are most likely to buy, 400 bps above Dell while in China, Apple was cited by 21% of respondents, ahead of Lenovo (19%) for the first time in our survey.”</blockquote></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>Top Calls on Wall Street: Tesla, Alphabet, Apple, Nvidia, Best Buy, Zillow and More</title>\n<style 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}\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\">\nTop Calls on Wall Street: Tesla, Alphabet, Apple, Nvidia, Best Buy, Zillow and More\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\">2023-02-27 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Monday:</p><h3>UBS reiterates Berkshire Hathaway as buy</h3><p>UBS said it’s standing by its buy rating after Berkshire Hathaway’s earnings report on Saturday.</p><blockquote>“We calculate BRK’s shares are currently trading at around a 23% discount to its intrinsic value, which is in line with the 23% average discount since BRK resumed share repurchases in 3Q18.”</blockquote><h3>Goldman Sachs upgrades Shell to buy from neutral</h3><p>Goldman said in its upgrade of the oil and gas company that it likes its optionality.</p><blockquote>“With this note, we upgrade Shell to Buy (from Neutral), as we believe the company has the highest quality combination of assets in the sector, with a leading global LNG and marketing businesses and strong chemical presence.”</blockquote><h3>Goldman Sachs upgrades Nomad Foods to buy from neutral</h3><p>Goldman said it sees an “attractive investment opportunity” to invest in the frozen food company.</p><blockquote>“With potential upward revisions on horizon, we see NOMD’s near-trough valuation levels, both in context of its history and relative to broader Food peers as an attractive investment opportunity with favorable risk-reward ahead.”</blockquote><h3>Telsey downgrades Best Buy to market perform from outperform</h3><p>Telsey downgraded the stock ahead of earnings later this week, noting it sees a challenging macro.</p><blockquote>“Downgrading BBY to Market Perform from Outperform: In the near term, we believe Best Buy’s business is likely to experience a further decline related to the challenging macro trends weighing on discretionary consumer demand, given high inflation and rising interest rates—resulting in our lower 2023 forecasts for both sales and profits.”</blockquote><h3>Goldman Sachs upgrades Willis Towers Watson to buy from neutral</h3><p>Goldman said it sees a robust turnaround for the insurance company.</p><blockquote>“The company has shown strong progress on turnaround initiatives to date, and we see a material improvement in WTW fundamentals coinciding with abating tailwinds for more concentrated P&amp;C and commission oriented brokers, particularly in the back half of 2023 and into 2024.”</blockquote><h3>Bank of America upgrades Union Pacific to buy from neutral</h3><p>Bank of America said it sees share gains for the railroad operator.</p><blockquote>“We increase our PO to $241 from $218 on 20x our 2024 EPS of $12.05 (from 20x 2023), given increased confidence in a path to operational improvement, and potential for accelerating gains.”</blockquote><h3>Barclays reiterates Tesla as overweight</h3><p>Barclays said it’s standing by its buy rating heading into Tesla’s investor event on March 1.</p><blockquote>“Potentially a sell-the-news event given recent rally, but likely to reinforce long-term opportunity – reinforcing our OW rating.”</blockquote><h3>Bank of America reiterates Alphabet as overweight</h3><p>Bank of America said it’s bullish on AI opportunities for Alphabet.</p><blockquote>“We see AI advantages for Google, and opportunity for AI to increase the value of Alphabet’s platform (search, Cloud and Waymo) and maintain our Buy rating.”</blockquote><h3>JPMorgan initiates Zillow as overweight</h3><p>JPMorgan said it likes the online housing company’s business model.</p><blockquote>“We prefer Zillow’s large scale, business model, and strong margins in the current volatile environment, but we believe both Zillow and Redfin with solid execution could drive L-T upside from these levels.”</blockquote><h3>Canaccord initiates Intuitive Machines as buy</h3><p>Canaccord said the aerospace company is well positioned in the space race.</p><blockquote>“Intuitive Machines is a diversified lunar/space services and infrastructure company that is unique as essentially the only publicly traded company that directly focuses on the growing xGEO (beyond geostationary Earth orbit) economy.”</blockquote><h3>Raymond James upgrades Frontier to strong buy from outperform</h3><p>Raymond James upgraded the cable company after its “impressive” earnings report.</p><blockquote>“We are upgrading the shares of Frontier to Strong Buy from Outperform following impressive 4Q results and continued execution on its post-bankruptcy plan to future-proof itself for a modern customer base.”</blockquote><h3>Wells Fargo upgrades State Street to overweight from equal weight</h3><p>Wells said in its upgrade of the financial services company that it should outperform in a recession.</p><blockquote>“Upgrade to Overweight from Equal Weight. STT seems like heads “you win” - outperforms in recessions given less credit risk; and tails ‘you win’ - no recession would increase our EPS ests. above base case of 10%+ in each 2023E and 2024E.”</blockquote><h3>Bernstein reiterates Nvidia as outperform</h3><p>Bernstein said opportunities abound for Nvidia with AI and ChatGPT.</p><blockquote>“Gaming headwinds have normalized, and opportunities around datacenter, software, and auto remain early, and large.”</blockquote><h3>Wells Fargo upgrades Pulmonx to overweight from equal weight</h3><p>Wells said in its upgrade of the maker of devices and technology for pulmonary disorders that it has an attractive valuation.</p><blockquote>“We are upgrading LUNG to Overweight from Equal Weight. We are raising our price target to $15, which assumes 5.0x our 2024 revenue estimate, from $10.”</blockquote><h3>Raymond James upgrades Frontier Airlines to outperform from market perform</h3><p>Raymond James says it sees an attractive risk/reward for the airline company.</p><blockquote>“We are upgrading ULCC from Market Perform to Outperform reflecting an attractive risk-reward and increased conviction, from our fare analysis and industry commentary, that seasonality explains the 1Q23 revenue shortfall vs. our pre-4Q22 earnings release forecast.”</blockquote><h3>Credit Suisse initiates Woodward as outperform</h3><p>Credit Suisse said in its initiation of the aerospace control solutions company that it’s a “self-help” story.</p><blockquote>“We believe that WWD is one of the most severely underearning companies within our coverage, with FY23E EBITDA ~27% below FY19 levels vs. peers tracking toward FY23E EBITDA ~15% above FY19 levels.”</blockquote><h3>Jefferies reiterates Microsoft as buy</h3><p>Jefferies said its survey checks show users are unlikely to change their long-term habits away from using Google over Bing.</p><blockquote>“Our survey of ~900 consumers was positive for MSFT Bing adoption, but it’s unclear if consumers will actually change LT search habits.”</blockquote><h3>Bernstein downgrades Williams Companies to market perform from outperform</h3><p>Bernstein downgraded the energy company due to falling gas prices.</p><blockquote>“We upgraded WMB mid-pandemic arguing that gas was defensive and reiterated that argument mid 2022 as fears about recession loomed. However, the setup has changed over the last few months.”</blockquote><h3>UBS reiterates Apple as buy</h3><p>UBS said its survey checks show Apple is the preferred brand in both the U.S. and China.</p><blockquote>“Apple was named by ~ 23% of respondents in the US as the brand they are most likely to buy, 400 bps above Dell while in China, Apple was cited by 21% of respondents, ahead of Lenovo (19%) for the first time in our survey.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","GOOGL":"谷歌A","AAPL":"苹果","BBY":"百思买","TSLA":"特斯拉","GOOG":"谷歌","Z":"Zillow"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150058958","content_text":"Here are the biggest calls on Wall Street on Monday:UBS reiterates Berkshire Hathaway as buyUBS said it’s standing by its buy rating after Berkshire Hathaway’s earnings report on Saturday.“We calculate BRK’s shares are currently trading at around a 23% discount to its intrinsic value, which is in line with the 23% average discount since BRK resumed share repurchases in 3Q18.”Goldman Sachs upgrades Shell to buy from neutralGoldman said in its upgrade of the oil and gas company that it likes its optionality.“With this note, we upgrade Shell to Buy (from Neutral), as we believe the company has the highest quality combination of assets in the sector, with a leading global LNG and marketing businesses and strong chemical presence.”Goldman Sachs upgrades Nomad Foods to buy from neutralGoldman said it sees an “attractive investment opportunity” to invest in the frozen food company.“With potential upward revisions on horizon, we see NOMD’s near-trough valuation levels, both in context of its history and relative to broader Food peers as an attractive investment opportunity with favorable risk-reward ahead.”Telsey downgrades Best Buy to market perform from outperformTelsey downgraded the stock ahead of earnings later this week, noting it sees a challenging macro.“Downgrading BBY to Market Perform from Outperform: In the near term, we believe Best Buy’s business is likely to experience a further decline related to the challenging macro trends weighing on discretionary consumer demand, given high inflation and rising interest rates—resulting in our lower 2023 forecasts for both sales and profits.”Goldman Sachs upgrades Willis Towers Watson to buy from neutralGoldman said it sees a robust turnaround for the insurance company.“The company has shown strong progress on turnaround initiatives to date, and we see a material improvement in WTW fundamentals coinciding with abating tailwinds for more concentrated P&C and commission oriented brokers, particularly in the back half of 2023 and into 2024.”Bank of America upgrades Union Pacific to buy from neutralBank of America said it sees share gains for the railroad operator.“We increase our PO to $241 from $218 on 20x our 2024 EPS of $12.05 (from 20x 2023), given increased confidence in a path to operational improvement, and potential for accelerating gains.”Barclays reiterates Tesla as overweightBarclays said it’s standing by its buy rating heading into Tesla’s investor event on March 1.“Potentially a sell-the-news event given recent rally, but likely to reinforce long-term opportunity – reinforcing our OW rating.”Bank of America reiterates Alphabet as overweightBank of America said it’s bullish on AI opportunities for Alphabet.“We see AI advantages for Google, and opportunity for AI to increase the value of Alphabet’s platform (search, Cloud and Waymo) and maintain our Buy rating.”JPMorgan initiates Zillow as overweightJPMorgan said it likes the online housing company’s business model.“We prefer Zillow’s large scale, business model, and strong margins in the current volatile environment, but we believe both Zillow and Redfin with solid execution could drive L-T upside from these levels.”Canaccord initiates Intuitive Machines as buyCanaccord said the aerospace company is well positioned in the space race.“Intuitive Machines is a diversified lunar/space services and infrastructure company that is unique as essentially the only publicly traded company that directly focuses on the growing xGEO (beyond geostationary Earth orbit) economy.”Raymond James upgrades Frontier to strong buy from outperformRaymond James upgraded the cable company after its “impressive” earnings report.“We are upgrading the shares of Frontier to Strong Buy from Outperform following impressive 4Q results and continued execution on its post-bankruptcy plan to future-proof itself for a modern customer base.”Wells Fargo upgrades State Street to overweight from equal weightWells said in its upgrade of the financial services company that it should outperform in a recession.“Upgrade to Overweight from Equal Weight. STT seems like heads “you win” - outperforms in recessions given less credit risk; and tails ‘you win’ - no recession would increase our EPS ests. above base case of 10%+ in each 2023E and 2024E.”Bernstein reiterates Nvidia as outperformBernstein said opportunities abound for Nvidia with AI and ChatGPT.“Gaming headwinds have normalized, and opportunities around datacenter, software, and auto remain early, and large.”Wells Fargo upgrades Pulmonx to overweight from equal weightWells said in its upgrade of the maker of devices and technology for pulmonary disorders that it has an attractive valuation.“We are upgrading LUNG to Overweight from Equal Weight. We are raising our price target to $15, which assumes 5.0x our 2024 revenue estimate, from $10.”Raymond James upgrades Frontier Airlines to outperform from market performRaymond James says it sees an attractive risk/reward for the airline company.“We are upgrading ULCC from Market Perform to Outperform reflecting an attractive risk-reward and increased conviction, from our fare analysis and industry commentary, that seasonality explains the 1Q23 revenue shortfall vs. our pre-4Q22 earnings release forecast.”Credit Suisse initiates Woodward as outperformCredit Suisse said in its initiation of the aerospace control solutions company that it’s a “self-help” story.“We believe that WWD is one of the most severely underearning companies within our coverage, with FY23E EBITDA ~27% below FY19 levels vs. peers tracking toward FY23E EBITDA ~15% above FY19 levels.”Jefferies reiterates Microsoft as buyJefferies said its survey checks show users are unlikely to change their long-term habits away from using Google over Bing.“Our survey of ~900 consumers was positive for MSFT Bing adoption, but it’s unclear if consumers will actually change LT search habits.”Bernstein downgrades Williams Companies to market perform from outperformBernstein downgraded the energy company due to falling gas prices.“We upgraded WMB mid-pandemic arguing that gas was defensive and reiterated that argument mid 2022 as fears about recession loomed. However, the setup has changed over the last few months.”UBS reiterates Apple as buyUBS said its survey checks show Apple is the preferred brand in both the U.S. and China.“Apple was named by ~ 23% of respondents in the US as the brand they are most likely to buy, 400 bps above Dell while in China, Apple was cited by 21% of respondents, ahead of Lenovo (19%) for the first time in our survey.”","news_type":1,"symbols_score_info":{"TSLA":0.9,"Z":0.9,"AAPL":0.9,"GOOGL":0.9,"GOOG":0.9,"BBY":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371924931285072,"gmtCreate":1731811202631,"gmtModify":1731811206924,"author":{"id":"3583453951447453","authorId":"3583453951447453","name":"Tonyoh","avatar":"https://static.tigerbbs.com/27636a2bd608c1ed710229189e8e3b22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583453951447453","authorIdStr":"3583453951447453"},"themes":[],"htmlText":"[What]&nbsp; [Miser]&nbsp; [What]&nbsp; [Cool]&nbsp;&nbsp;","listText":"[What]&nbsp; [Miser]&nbsp; [What]&nbsp; [Cool]&nbsp;&nbsp;","text":"[What] [Miser] [What] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/371924931285072","isVote":1,"tweetType":1,"viewCount":1968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023977404,"gmtCreate":1652859084408,"gmtModify":1676535176206,"author":{"id":"3583453951447453","authorId":"3583453951447453","name":"Tonyoh","avatar":"https://static.tigerbbs.com/27636a2bd608c1ed710229189e8e3b22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583453951447453","authorIdStr":"3583453951447453"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023977404","repostId":"9023970715","repostType":1,"repost":{"id":9023970715,"gmtCreate":1652856118000,"gmtModify":1676535175903,"author":{"id":"4103332230805300","authorId":"4103332230805300","name":"Smartkarma","avatar":"https://community-static.tradeup.com/news/39fffba2ff205c2730b5bf07e3de6647","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103332230805300","authorIdStr":"4103332230805300"},"themes":[],"title":"Humm's Rump Diminished Amid Proxy War","htmlText":"Despite a possible proxy battle, Humm appears unduly beaten up. This sale should get up. I wold be a buyer of Humm here. Humm Group (HUM AU) shareholders will vote on the sale of the HCF business to Latitude Group (LFS AU) on the 23 June.&nbsp; If the sale is approved, Humm will retain the commercial business and remain listed. However major shareholder/founder Andrew Abercrombie rejects the deal.&nbsp; Since the Latitude transaction was announced on the 28 February, the market is assigning the lowest implied value for the remaining ops, ex-HCF. By David Blennerhassett - https://www.smartkarma.com/profiles/david-blennerhassett?utm_source=tiger_community On Humm Group (HUM AU) - https://www.smartkarma.com/entities/humm-group?utm_source=tiger_community","listText":"Despite a possible proxy battle, Humm appears unduly beaten up. This sale should get up. I wold be a buyer of Humm here. Humm Group (HUM AU) shareholders will vote on the sale of the HCF business to Latitude Group (LFS AU) on the 23 June.&nbsp; If the sale is approved, Humm will retain the commercial business and remain listed. However major shareholder/founder Andrew Abercrombie rejects the deal.&nbsp; Since the Latitude transaction was announced on the 28 February, the market is assigning the lowest implied value for the remaining ops, ex-HCF. By David Blennerhassett - https://www.smartkarma.com/profiles/david-blennerhassett?utm_source=tiger_community On Humm Group (HUM AU) - https://www.smartkarma.com/entities/humm-group?utm_source=tiger_community","text":"Despite a possible proxy battle, Humm appears unduly beaten up. This sale should get up. I wold be a buyer of Humm here. Humm Group (HUM AU) shareholders will vote on the sale of the HCF business to Latitude Group (LFS AU) on the 23 June. If the sale is approved, Humm will retain the commercial business and remain listed. However major shareholder/founder Andrew Abercrombie rejects the deal. Since the Latitude transaction was announced on the 28 February, the market is assigning the lowest implied value for the remaining ops, ex-HCF. By David Blennerhassett - https://www.smartkarma.com/profiles/david-blennerhassett?utm_source=tiger_community On Humm Group (HUM AU) - https://www.smartkarma.com/entities/humm-group?utm_source=tiger_community","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023970715","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020203385,"gmtCreate":1652653514647,"gmtModify":1676535132338,"author":{"id":"3583453951447453","authorId":"3583453951447453","name":"Tonyoh","avatar":"https://static.tigerbbs.com/27636a2bd608c1ed710229189e8e3b22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583453951447453","authorIdStr":"3583453951447453"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9020203385","repostId":"9020200086","repostType":1,"repost":{"id":9020200086,"gmtCreate":1652653167345,"gmtModify":1676535132276,"author":{"id":"3574572626557999","authorId":"3574572626557999","name":"Daveforceone","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574572626557999","authorIdStr":"3574572626557999"},"themes":[],"htmlText":"Stock futures were higher Sunday evening after a week of steep losses that ended on a high note, and ahead of a big earnings week for retailers.Futures tied to the Dow Jones Industrial Average rose 0.3%, while S&amp;P 500 futures added 0.4%. Nasdaq 100 futures jumped 0.7%.This might be a sign for a short rally.","listText":"Stock futures were higher Sunday evening after a week of steep losses that ended on a high note, and ahead of a big earnings week for retailers.Futures tied to the Dow Jones Industrial Average rose 0.3%, while S&amp;P 500 futures added 0.4%. Nasdaq 100 futures jumped 0.7%.This might be a sign for a short rally.","text":"Stock futures were higher Sunday evening after a week of steep losses that ended on a high note, and ahead of a big earnings week for retailers.Futures tied to the Dow Jones Industrial Average rose 0.3%, while S&P 500 futures added 0.4%. Nasdaq 100 futures jumped 0.7%.This might be a sign for a short rally.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020200086","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}