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2021-08-23

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2022-12-13

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2022-10-18

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2022-11-03

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Roku, Fisker, UiPath Downgraded: Top Calls on Wall Street

2021-08-22

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Buy the pullback in chip stocks — and focus on these 6 companies for the long haul

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First Republic shares shed half their value premarket, down almost 51%. 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After the quick collapse of Silicon Valley Bank, in addition to the closures of <a href=\"https://laohu8.com/S/SBNY\">Signature Bank</a>] in recent days, investors have been dumping shares of banks that have potentially similar profiles. \n</p>\n<p>\n  First Republic's customers are businesses and wealthy individuals on the coasts, many of whom were no longer content to leave their money in accounts that earned little yield when other high-interest alternatives exist. SVB, Signature and Silvergate were each exposed to problems, in part, because of their concentrated customer bases. \n</p>\n<p>\n  First Republic's executive chairman and CEO said in a joint statement that its \"capital and liquidity positions are very strong\" and that \"its capital remains well above the regulatory threshold for well-capitalized banks.\" \n</p>\n<pre>\n \n</pre>\n<p>\n  NOTE: In-line links reference additional content of interest chosen by the WSJ news team.\n</p>\n<pre>\n \n</pre>\n<p>\n  This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<pre>\n \n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 13, 2023 05:55 ET (09:55 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>First Republic Bank Shares Drop Premarket -- WSJ</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\">\nFirst Republic Bank Shares Drop Premarket -- WSJ\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-13 17:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Caitlin McCabe \n</p>\n<pre>\n \n</pre>\n<p>\n  Shares of $First Republic Bank(FRC-N)$ plunged in premarket trading, leading losses among regional banks, despite efforts by U.S. regulators to calm investors  after the collapse of Silicon Valley Bank. \n</p>\n<p>\n  First Republic shares shed half their value premarket, down almost 51%. The bank said Sunday that it had shored up its finances  with additional funding from the Federal Reserve and JPMorgan Chase. \n</p>\n<p>\n  Other U.S. financial institutions, both big and small, were hit hard in Monday's premarket session. Among the other notable moves: \n</p>\n<pre>\n   -- <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a>'s stock tumbled 27% \n \n   -- Western Alliance Bancorp's shares slid 17% \n \n   -- Charles Schwab's shares lost 6.7% \n \n   -- Bank of America's stock fell 4.4% \n \n   -- <a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a>'s stock declined 2.7% \n \n   -- Wells Fargo's stock slid 2.3% \n</pre>\n<p>\n  The premarket moves extend a volatile stretch of trading for First Republic, which tumbled 29% in the final two sessions of last week. After the quick collapse of Silicon Valley Bank, in addition to the closures of <a href=\"https://laohu8.com/S/SBNY\">Signature Bank</a>] in recent days, investors have been dumping shares of banks that have potentially similar profiles. \n</p>\n<p>\n  First Republic's customers are businesses and wealthy individuals on the coasts, many of whom were no longer content to leave their money in accounts that earned little yield when other high-interest alternatives exist. SVB, Signature and Silvergate were each exposed to problems, in part, because of their concentrated customer bases. \n</p>\n<p>\n  First Republic's executive chairman and CEO said in a joint statement that its \"capital and liquidity positions are very strong\" and that \"its capital remains well above the regulatory threshold for well-capitalized banks.\" \n</p>\n<pre>\n \n</pre>\n<p>\n  NOTE: In-line links reference additional content of interest chosen by the WSJ news team.\n</p>\n<pre>\n \n</pre>\n<p>\n  This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<pre>\n \n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 13, 2023 05:55 ET (09:55 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4211":"区域性银行","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319056489","content_text":"By Caitlin McCabe \n\n\n \n\n\n  Shares of $First Republic Bank(FRC-N)$ plunged in premarket trading, leading losses among regional banks, despite efforts by U.S. regulators to calm investors  after the collapse of Silicon Valley Bank. \n\n\n  First Republic shares shed half their value premarket, down almost 51%. The bank said Sunday that it had shored up its finances  with additional funding from the Federal Reserve and JPMorgan Chase. \n\n\n  Other U.S. financial institutions, both big and small, were hit hard in Monday's premarket session. Among the other notable moves: \n\n\n   -- PacWest Bancorp's stock tumbled 27% \n \n   -- Western Alliance Bancorp's shares slid 17% \n \n   -- Charles Schwab's shares lost 6.7% \n \n   -- Bank of America's stock fell 4.4% \n \n   -- Citizens Financial Group's stock declined 2.7% \n \n   -- Wells Fargo's stock slid 2.3% \n\n\n  The premarket moves extend a volatile stretch of trading for First Republic, which tumbled 29% in the final two sessions of last week. After the quick collapse of Silicon Valley Bank, in addition to the closures of Signature Bank] in recent days, investors have been dumping shares of banks that have potentially similar profiles. \n\n\n  First Republic's customers are businesses and wealthy individuals on the coasts, many of whom were no longer content to leave their money in accounts that earned little yield when other high-interest alternatives exist. SVB, Signature and Silvergate were each exposed to problems, in part, because of their concentrated customer bases. \n\n\n  First Republic's executive chairman and CEO said in a joint statement that its \"capital and liquidity positions are very strong\" and that \"its capital remains well above the regulatory threshold for well-capitalized banks.\" \n\n\n \n\n\n  NOTE: In-line links reference additional content of interest chosen by the WSJ news team.\n\n\n \n\n\n  This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n\n\n \n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 13, 2023 05:55 ET (09:55 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"FRC":0.9}},"isVote":1,"tweetType":1,"viewCount":2771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958364150,"gmtCreate":1673637366571,"gmtModify":1676538868908,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958364150","repostId":"9958910454","repostType":1,"repost":{"id":9958910454,"gmtCreate":1673609771678,"gmtModify":1676538864151,"author":{"id":"9000000000000140","authorId":"9000000000000140","name":"happygo","avatar":"https://static.tigerbbs.com/f63b3c9844fec1361496f60171c10016","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000140","idStr":"9000000000000140"},"themes":[],"htmlText":"do you know why it is one of the very few stocks that can afford a 400% spike without finding any fund ready to short it? because if the company wants to make the fund collapse, not letting it find the quantity of shares to cover itself.... morale??? whoever decides the price is only the company for better or for worse<a href=\"https://ttm.financial/S/HKD\">$AMTD Digital Inc.(HKD)$</a>","listText":"do you know why it is one of the very few stocks that can afford a 400% spike without finding any fund ready to short it? because if the company wants to make the fund collapse, not letting it find the quantity of shares to cover itself.... morale??? whoever decides the price is only the company for better or for worse<a href=\"https://ttm.financial/S/HKD\">$AMTD Digital Inc.(HKD)$</a>","text":"do you know why it is one of the very few stocks that can afford a 400% spike without finding any fund ready to short it? because if the company wants to make the fund collapse, not letting it find the quantity of shares to cover itself.... morale??? whoever decides the price is only the company for better or for worse$AMTD Digital Inc.(HKD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958910454","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927151053,"gmtCreate":1672424473172,"gmtModify":1676538690156,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927151053","repostId":"9927125427","repostType":1,"repost":{"id":9927125427,"gmtCreate":1672422019169,"gmtModify":1676538689998,"author":{"id":"9000000000000578","authorId":"9000000000000578","name":"MoneyManagement","avatar":"https://community-static.tradeup.com/news/d0e78c6c413d362ebb830f1d3ff7a19e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000578","idStr":"9000000000000578"},"themes":[],"htmlText":"\n \n \n  MMTLP vs. FINRA!!! BAD News from Broker-Dealers! SOLUTION FROM DTCC!!! DO NOT MISS THIS UPDATE!\n \n","listText":"MMTLP vs. FINRA!!! BAD News from Broker-Dealers! SOLUTION FROM DTCC!!! DO NOT MISS THIS UPDATE!","text":"MMTLP vs. FINRA!!! BAD News from Broker-Dealers! SOLUTION FROM DTCC!!! DO NOT MISS THIS UPDATE!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927125427","isVote":1,"tweetType":2,"object":{"id":"3c1cc740f1e34c7c856df1b1974b7f1f","tweetId":"9927125427","title":"MMTLP vs. FINRA!!! BAD News from Broker-Dealers! SOLUTION FROM DTCC!!! DO NOT MISS THIS UPDATE!","videoUrl":"http://v.tigerbbs.com/167242201382875d352f75522b3851c6db822448e7cce.mp4","poster":"https://static.tigerbbs.com/eafffcf267abf29e99cfc1259ed1ac75","shareLink":"http://v.tigerbbs.com/167242201382875d352f75522b3851c6db822448e7cce.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925584741,"gmtCreate":1672066826383,"gmtModify":1676538629205,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925584741","repostId":"9925585642","repostType":1,"repost":{"id":9925585642,"gmtCreate":1672066700686,"gmtModify":1676538629167,"author":{"id":"9000000000000417","authorId":"9000000000000417","name":"bouncyo","avatar":"https://static.tigerbbs.com/eb0370d3fa6e993a9a62f4b7ba0130a1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000417","idStr":"9000000000000417"},"themes":[],"htmlText":"The easiest stock to have ever shorted. Visited their plant in normal Illinois. Spoke with the plant workers. Complained of lag time of parts coming in due to supply chain shortages and disruptions. Most days production goals were never met and line workers were instructed to look busy on days that executives and investors were visiting the plant. When it IPO'd and saw the sp go to $180 I knew it was nothing but a massive pump by institutional investors who were trying to cash out at the highest price for their privately owned shares once it hit the public markets.<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>","listText":"The easiest stock to have ever shorted. Visited their plant in normal Illinois. Spoke with the plant workers. Complained of lag time of parts coming in due to supply chain shortages and disruptions. Most days production goals were never met and line workers were instructed to look busy on days that executives and investors were visiting the plant. When it IPO'd and saw the sp go to $180 I knew it was nothing but a massive pump by institutional investors who were trying to cash out at the highest price for their privately owned shares once it hit the public markets.<a href=\"https://ttm.financial/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>","text":"The easiest stock to have ever shorted. Visited their plant in normal Illinois. Spoke with the plant workers. Complained of lag time of parts coming in due to supply chain shortages and disruptions. Most days production goals were never met and line workers were instructed to look busy on days that executives and investors were visiting the plant. When it IPO'd and saw the sp go to $180 I knew it was nothing but a massive pump by institutional investors who were trying to cash out at the highest price for their privately owned shares once it hit the public markets.$Rivian Automotive, Inc.(RIVN)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925585642","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923597270,"gmtCreate":1670884908891,"gmtModify":1676538451168,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9923597270","repostId":"1184694706","repostType":4,"isVote":1,"tweetType":1,"viewCount":3938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923627575,"gmtCreate":1670853506998,"gmtModify":1676538446261,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923627575","repostId":"2290789859","repostType":4,"repost":{"id":"2290789859","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670848301,"share":"https://ttm.financial/m/news/2290789859?lang=en_US&edition=fundamental","pubTime":"2022-12-12 20:31","market":"us","language":"en","title":"Thoma Bravo to Buy Coupa Software for $6.15 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2290789859","media":"Reuters","summary":"Private equity firm Thoma Bravo will buy Coupa Software Inc    for $6.15 billion in cash, the busine","content":"<html><head></head><body><p>Private equity firm Thoma Bravo will buy <a href=\"https://laohu8.com/S/COUP\">Coupa Software Inc</a>    for $6.15 billion in cash, the business software maker said on Monday.</p><p>Thoma Bravo will pay $81 per share for Coupa, representing a premium of 30.5% to the stock&#39;s closing level on Friday. The price tag was 77.2% higher than the closing price on Nov. 22, when investors&#39; interest in the company was first reported.</p><p>The all-cash deal, which has an enterprise value of $8 billion, is the latest in a series of tech acquisitions by Thoma Bravo, which has been snapping up public companies with lower valuations.</p><p>Over the last two years, the private equity firm has made a series of acquisitions in the cybersecurity space, including Ping Identity, Sophos, <a href=\"https://laohu8.com/S/PFPT\">Proofpoint</a> and Sailpoint Technologies.</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>Thoma Bravo to Buy Coupa Software for $6.15 Billion</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\">\nThoma Bravo to Buy Coupa Software for $6.15 Billion\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\">2022-12-12 20:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Private equity firm Thoma Bravo will buy <a href=\"https://laohu8.com/S/COUP\">Coupa Software Inc</a>    for $6.15 billion in cash, the business software maker said on Monday.</p><p>Thoma Bravo will pay $81 per share for Coupa, representing a premium of 30.5% to the stock&#39;s closing level on Friday. The price tag was 77.2% higher than the closing price on Nov. 22, when investors&#39; interest in the company was first reported.</p><p>The all-cash deal, which has an enterprise value of $8 billion, is the latest in a series of tech acquisitions by Thoma Bravo, which has been snapping up public companies with lower valuations.</p><p>Over the last two years, the private equity firm has made a series of acquisitions in the cybersecurity space, including Ping Identity, Sophos, <a href=\"https://laohu8.com/S/PFPT\">Proofpoint</a> and Sailpoint Technologies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","COUP":"Coupa Software Inc","BK4023":"应用软件"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290789859","content_text":"Private equity firm Thoma Bravo will buy Coupa Software Inc    for $6.15 billion in cash, the business software maker said on Monday.Thoma Bravo will pay $81 per share for Coupa, representing a premium of 30.5% to the stock's closing level on Friday. The price tag was 77.2% higher than the closing price on Nov. 22, when investors' interest in the company was first reported.The all-cash deal, which has an enterprise value of $8 billion, is the latest in a series of tech acquisitions by Thoma Bravo, which has been snapping up public companies with lower valuations.Over the last two years, the private equity firm has made a series of acquisitions in the cybersecurity space, including Ping Identity, Sophos, Proofpoint and Sailpoint Technologies.","news_type":1,"symbols_score_info":{"COUP":1}},"isVote":1,"tweetType":1,"viewCount":3002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923627646,"gmtCreate":1670853495585,"gmtModify":1676538446253,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923627646","repostId":"1184694706","repostType":4,"isVote":1,"tweetType":1,"viewCount":3149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965426946,"gmtCreate":1670002381486,"gmtModify":1676538287185,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965426946","repostId":"2288957832","repostType":4,"isVote":1,"tweetType":1,"viewCount":3540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965426091,"gmtCreate":1670002376013,"gmtModify":1676538287178,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9965426091","repostId":"1188313465","repostType":4,"repost":{"id":"1188313465","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":1669994807,"share":"https://ttm.financial/m/news/1188313465?lang=en_US&edition=fundamental","pubTime":"2022-12-02 23:26","market":"us","language":"en","title":"Payrolls Increased 263,000 in November, Much Better Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1188313465","media":"Tiger Newspress","summary":"Job growth was much better than expected in November despite the Federal Reserve’s aggressive effort","content":"<html><head></head><body><p>Job growth was much better than expected in November despite the Federal Reserve’s aggressive efforts to slow the labor market and tackle inflation.</p><p>Nonfarm payrolls increased 263,000 for the month while the unemployment rate was 3.7%, the Labor Department reported Friday. Economists surveyed by Dow Jones had been looking for an increase of 200,000 on the payrolls number and 3.7% for the jobless rate.</p><p><img src=\"https://static.tigerbbs.com/2a60382bd5ea540fed594e95d940cf4a\" tg-width=\"1500\" tg-height=\"1408\" referrerpolicy=\"no-referrer\"/></p><p>The monthly gain was a slight decrease from October’s upwardly revised 284,000.</p><p>The numbers likely will do little to slow a Fed that has been raising interest rates steadily this year to bring down inflation still running near its highest level in more than 40 years.</p><p>In another blow to the Fed’s anti-inflation efforts, average hourly earnings jumped 0.6% for the month, double the Dow Jones estimate. Wages were up 5.1% on a year-over-year basis, also well above the 4.6% expectation.</p><p>Futures tied to the Dow Jones Industrial Average plunged following the report, falling more than 400 points as the hot jobs report could make the Fed even more aggressive.</p><p>Leisure and hospitality led the job gains, adding 88,000 positions.</p><p>Other sector gainers included health care (45,000), government (42,000) and other services, a category that includes personal and laundry services and which showed a total gain of 24,000. Social assistance saw a rise of 23,000, which the Labor Department said brings the sector back to where it was in February 2020 before the Covid pandemic.</p><p>Construction added 20,000 positions, while information was up 19,000 and manufacturing saw a gain of 14,000.</p><p>On the downside, retail establishments reported a loss of 30,000 positions heading into what is expected to be a busy holiday shopping season. Transportation and warehousing also saw a decline, down 15,000.</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>Payrolls Increased 263,000 in November, Much Better Than Expected</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\">\nPayrolls Increased 263,000 in November, Much Better Than Expected\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\">2022-12-02 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Job growth was much better than expected in November despite the Federal Reserve’s aggressive efforts to slow the labor market and tackle inflation.</p><p>Nonfarm payrolls increased 263,000 for the month while the unemployment rate was 3.7%, the Labor Department reported Friday. Economists surveyed by Dow Jones had been looking for an increase of 200,000 on the payrolls number and 3.7% for the jobless rate.</p><p><img src=\"https://static.tigerbbs.com/2a60382bd5ea540fed594e95d940cf4a\" tg-width=\"1500\" tg-height=\"1408\" referrerpolicy=\"no-referrer\"/></p><p>The monthly gain was a slight decrease from October’s upwardly revised 284,000.</p><p>The numbers likely will do little to slow a Fed that has been raising interest rates steadily this year to bring down inflation still running near its highest level in more than 40 years.</p><p>In another blow to the Fed’s anti-inflation efforts, average hourly earnings jumped 0.6% for the month, double the Dow Jones estimate. Wages were up 5.1% on a year-over-year basis, also well above the 4.6% expectation.</p><p>Futures tied to the Dow Jones Industrial Average plunged following the report, falling more than 400 points as the hot jobs report could make the Fed even more aggressive.</p><p>Leisure and hospitality led the job gains, adding 88,000 positions.</p><p>Other sector gainers included health care (45,000), government (42,000) and other services, a category that includes personal and laundry services and which showed a total gain of 24,000. Social assistance saw a rise of 23,000, which the Labor Department said brings the sector back to where it was in February 2020 before the Covid pandemic.</p><p>Construction added 20,000 positions, while information was up 19,000 and manufacturing saw a gain of 14,000.</p><p>On the downside, retail establishments reported a loss of 30,000 positions heading into what is expected to be a busy holiday shopping season. Transportation and warehousing also saw a decline, down 15,000.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188313465","content_text":"Job growth was much better than expected in November despite the Federal Reserve’s aggressive efforts to slow the labor market and tackle inflation.Nonfarm payrolls increased 263,000 for the month while the unemployment rate was 3.7%, the Labor Department reported Friday. Economists surveyed by Dow Jones had been looking for an increase of 200,000 on the payrolls number and 3.7% for the jobless rate.The monthly gain was a slight decrease from October’s upwardly revised 284,000.The numbers likely will do little to slow a Fed that has been raising interest rates steadily this year to bring down inflation still running near its highest level in more than 40 years.In another blow to the Fed’s anti-inflation efforts, average hourly earnings jumped 0.6% for the month, double the Dow Jones estimate. Wages were up 5.1% on a year-over-year basis, also well above the 4.6% expectation.Futures tied to the Dow Jones Industrial Average plunged following the report, falling more than 400 points as the hot jobs report could make the Fed even more aggressive.Leisure and hospitality led the job gains, adding 88,000 positions.Other sector gainers included health care (45,000), government (42,000) and other services, a category that includes personal and laundry services and which showed a total gain of 24,000. Social assistance saw a rise of 23,000, which the Labor Department said brings the sector back to where it was in February 2020 before the Covid pandemic.Construction added 20,000 positions, while information was up 19,000 and manufacturing saw a gain of 14,000.On the downside, retail establishments reported a loss of 30,000 positions heading into what is expected to be a busy holiday shopping season. Transportation and warehousing also saw a decline, down 15,000.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962160853,"gmtCreate":1669735581172,"gmtModify":1676538232992,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962160853","repostId":"1173876241","repostType":4,"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966943007,"gmtCreate":1669391678209,"gmtModify":1676538192771,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966943007","repostId":"1125744330","repostType":4,"repost":{"id":"1125744330","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":1669388302,"share":"https://ttm.financial/m/news/1125744330?lang=en_US&edition=fundamental","pubTime":"2022-11-25 22:58","market":"us","language":"en","title":"Arrival Stock Surges 7.6% As CEO Steps Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1125744330","media":"Tiger Newspress","summary":"Arrival shares rose sharply in morning trading on Friday after announcing a CEO transition on Thanks","content":"<html><head></head><body><p>Arrival shares rose sharply in morning trading on Friday after announcing a CEO transition on Thanksgiving.</p><p>The European EV company said on Thursday that Peter Cuneo will assume the role of interim CEO as current top executive Denis Sverdlov steps down. Sverdlov will trade places with Cuneo to join the company’s board as chairman.</p><p>“I intend to bring the full depth of my experience to this operational role, ensuring that the Company executes on its next set of strategic goals,” Cuneo commented on Thursday. “I look forward to working closely with Denis, the rest of the Board and our employees for the benefit of all Arrival’s stakeholders.”</p><p>Shares of the Luxembourg-based company rose 7.6% in morning trading on Friday. The company’s stock has plummeted over 95% in 2022.</p><p><img src=\"https://static.tigerbbs.com/9b600f901b6ed34fd39f629a527381da\" tg-width=\"840\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Elsewhere, the company indicated that Avinash Rugoobur resigned as President and Chief of Strategy on November 22 “for personal reasons,” but will retain a board seat.</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>Arrival Stock Surges 7.6% As CEO Steps Down</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\">\nArrival Stock Surges 7.6% As CEO Steps Down\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\">2022-11-25 22:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Arrival shares rose sharply in morning trading on Friday after announcing a CEO transition on Thanksgiving.</p><p>The European EV company said on Thursday that Peter Cuneo will assume the role of interim CEO as current top executive Denis Sverdlov steps down. Sverdlov will trade places with Cuneo to join the company’s board as chairman.</p><p>“I intend to bring the full depth of my experience to this operational role, ensuring that the Company executes on its next set of strategic goals,” Cuneo commented on Thursday. “I look forward to working closely with Denis, the rest of the Board and our employees for the benefit of all Arrival’s stakeholders.”</p><p>Shares of the Luxembourg-based company rose 7.6% in morning trading on Friday. The company’s stock has plummeted over 95% in 2022.</p><p><img src=\"https://static.tigerbbs.com/9b600f901b6ed34fd39f629a527381da\" tg-width=\"840\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Elsewhere, the company indicated that Avinash Rugoobur resigned as President and Chief of Strategy on November 22 “for personal reasons,” but will retain a board seat.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125744330","content_text":"Arrival shares rose sharply in morning trading on Friday after announcing a CEO transition on Thanksgiving.The European EV company said on Thursday that Peter Cuneo will assume the role of interim CEO as current top executive Denis Sverdlov steps down. Sverdlov will trade places with Cuneo to join the company’s board as chairman.“I intend to bring the full depth of my experience to this operational role, ensuring that the Company executes on its next set of strategic goals,” Cuneo commented on Thursday. “I look forward to working closely with Denis, the rest of the Board and our employees for the benefit of all Arrival’s stakeholders.”Shares of the Luxembourg-based company rose 7.6% in morning trading on Friday. The company’s stock has plummeted over 95% in 2022.Elsewhere, the company indicated that Avinash Rugoobur resigned as President and Chief of Strategy on November 22 “for personal reasons,” but will retain a board seat.","news_type":1,"symbols_score_info":{"ARVL":0.9}},"isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968470565,"gmtCreate":1669304989358,"gmtModify":1676538181473,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968470565","repostId":"1193359618","repostType":4,"repost":{"id":"1193359618","kind":"news","pubTimestamp":1669293016,"share":"https://ttm.financial/m/news/1193359618?lang=en_US&edition=fundamental","pubTime":"2022-11-24 20:30","market":"us","language":"en","title":"Palantir: I Am Still Not Willing To Gamble","url":"https://stock-news.laohu8.com/highlight/detail?id=1193359618","media":"Seeking Alpha","summary":"SummaryPalantir is still not profitable but reported solid third quarter results and is still growin","content":"<html><head></head><body><h2>Summary</h2><ul><li>Palantir is still not profitable but reported solid third quarter results and is still growing with a healthy pace.</li><li>The company could continue to grow with a high pace in the years to come.</li><li>Stock-based compensations and the resulting dilution of outstanding shares are still discouraging for shareholders.</li><li>Although Palantir&#39;s stock has declined already 80% from its previous all-time high, the stock is still overvalued in my opinion and not a great investment.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a010feafd9264848fea7b7e30ebe25cb\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Scott Olson</span></p><p>My first and only article about Palantir Technologies Inc. (NYSE:PLTR) was published in February 2022. At that point, the stock was trading for $14 and although the stock had already declined 67% at that point from its previous all-time highs, I stated thatPalantir was a risky bet. In the meantime, the stock has been cut almost in half again and is now trading about 80% below its previous all-time high. Nevertheless, Palantir is still not a good investment, and I will explain why I am still cautious about the stock.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7dde9d87a6c57be44bdc788e65a9bda1\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><h2>Quarterly Results</h2><p>We can start by looking at the third quarter results, which Palantir reported at the beginning of November. And for starters, we must point out that Palantir is still increasing with a solid growth rate while other technology companies are already struggling and are not able to report double-digit revenue growth anymore.</p><p>Revenue in the third quarter increased from $392.1 million in the same quarter last year to $477.9 million in this quarter – resulting in 21.9% year-over-year growth. Loss from operations declined from $91.9 million in Q3/21 to $62.2 million in Q3/22 and although Palantir could improve, the business is still not profitable. But diluted net loss per share increased from $0.05 to a loss of $0.06 in this quarter.</p><p>Additionally, the total customers for Palantir increased from 203 in the same quarter last year to 337 right now – resulting in 66% year-over-year growth. And compared to the previous quarter, Palantir added 33 net new customers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/775a52ff7988f009fb5679e4a65341e4\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/><span>Palantir Q3/22 Presentation</span></p><p>During the third quarter of fiscal 2022, Palantir closed 78 deals of at least $1 million with 32 of these deals being at least $5 million and 19 deals were at least $10 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44937fe9eca5417fd0c51facb9d3648f\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/><span>Palantir Q3/22 Presentation</span></p><p>And when looking at the guidance for fiscal 2022, Palantir is now expecting $1.9 billion to $1.902 billion in revenue. Palantir raised its guidance and is now expecting an adjusted income from operations to be between $384 million to $386 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54098b8b48757becfeea0894faab6e65\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/><span>Palantir Q3/22 Presentation</span></p><h2>Growth Opportunities In Challenging Times</h2><p>But despite the raised guidance, when listening to Alexander Karp during the earnings calls or in interviews, he is seeing difficult times ahead. During the last earnings call, Alexander Karp made the following statement:</p><blockquote>By the way, that&#39;s why we prepared and then that&#39;s the technical thing. Why do we have 8 quarters of free cash flow? Do you think it&#39;s a coincidence, we were preparing for this. We have -- why do we have $2.4 billion in the bank and no debt? We weren&#39;t living in the metasphere. We were living in this world in the way we thought it would be -- and we&#39;ve been essentially -- you could even look at this as a prep. We&#39;re a prepper company. We&#39;ve been preparing it&#39;s like -- preppers have their rucksack and a rifle. We have PG, GAIA, Foundry and $2.4 billion in the bank and no debt. That&#39;s our company.</blockquote><p>And when looking at the balance sheet, Palantir is positioned quite well. On September 30, 2022, the company had $2,411 million in cash and cash equivalents as well as $57 million in short-term marketable securities. And aside from having no debt on the balance sheet, the company also has no goodwill on its balance sheet. In case of Palantir, 74% of its $3,319 million in total assets are highly liquid assets (cash, cash equivalents and marketable securities), which is good in case of crisis.</p><p>But not only is Palantir prepared for challenging times due to a solid balance sheet, Alexander Karp is also expecting the company to profit from the uncertain times ahead. During an interview with CNBC at the end of September, he made the following statement:</p><blockquote>Bad times are incredibly good for Palantir... bad times really uncover the durable companies, and tech is going through bad times... interest rates are the reason.</blockquote><p>Karp also states that Palantir’s software is at war – in Europe and around the world. And he sees the software as a way for nations to impose and defend their values. And Karp sees great growth potential in the years ahead – not only because Palantir might profit from bad times:</p><blockquote>We recognize that our path to growth is not always linear, but with the opportunity that lies ahead, we continue to recruit and retain the top talent at a time when other companies in the technology sector are slashing their plans and cutting workforces.</blockquote><blockquote>We have spent the last 2 decades building our products for the world in which we actually live. The disruption and uncertainty that we&#39;re seeing around us from Ukraine, the pandemic and inflation, it&#39;s driving customers towards us and to our software.</blockquote><p>In the second quarter earnings call, Alexander Karp said his ambition was to drive the company to $4.5 billion in revenue in 2025. In the same earnings call, Karp also expected that Palantir will finally be profitable in 2025. And of course, it is not unreasonable for Palantir to expect high growth rates. In its Form S-1. Palantir wrote its total addressable market [TAM] should be approximately $119 billion with the commercial sector being around $56 billion and the government sector being around $63 billion. This TAM is excluding institutions and countries where Palantir has chosen not to sell its software.</p><p>This seems to be in line with the expectations of other studies. And not only has Palantir a market share of only around 2% right now – giving the company enough room to grow by gaining market shares. Different studies are also expecting growth rates in the double digits for the market. When looking at the advanced analytics market, some expect even a CAGR above 20% in the years to come.</p><p>And during the last earnings call, Alexander Karp also pointed out where he is seeing the huge competitive advantage of Palantir – especially compared to peers like Microsoft (MSFT) or Snowflake (SNOW):</p><blockquote>The answer is really the ontology. It&#39;s why our platforms remain far ahead of the competition. And that&#39;s because the ontology, it&#39;s the missing link in terms of what you need to realize value from all of these investments. It&#39;s the component and the architecture that&#39;s required to get data apps to actually deliver value on top of cloud data warehouses or to get AI to scale throughout the enterprise or to turn your digital twin into something that&#39;s actionable and operational within the enterprise. And we&#39;ve spent 15 years investing in a road map that&#39;s deep and built upon the ontology, and it continues to be the focus of all the core investments that we&#39;re making around product.</blockquote><h2>Reservation Against Palantir</h2><p>But despite the competitive advantage Karp sees for Palantir in the years to come, the business is also facing risks in its path toward growth. In his last letter to shareholders, Alexander Karp wrote:</p><blockquote>It has been our experience, however, that some countries, particularly in continental Europe, including Germany, have fallen behind the United States in their willingness and ability to implement enterprise software systems that challenge existing habits and modes of operation.</blockquote><blockquote>There have been repeated attempts to build replicas of Silicon Valley in continental Europe, in Germany and elsewhere, but the results have been decidedly mixed.</blockquote><blockquote>We have found that large institutions in the United States have been far more willing to investigate the most significant sources of systemic dysfunction within their organizations, which in the current moment often relate to the ability or rather inability of an institution to metabolize its own data.</blockquote><p>And this is an aspect that should certainly not be underestimated for Palantir’s ambitions to grow in the years to come. And from a German perspective I think Karp is correct in his assessment of people living here (as well as institutions) having strong reservations against Palantir.</p><h2>Stock-Based Compensation Leading To Dilution</h2><p>Not only is the business facing several risks, but shareholders are also facing risks by owning the stock right now. And one huge risk shareholders are facing is the stock-based compensation which is leading to a constant dilution of shares and in the last few quarters, the number of outstanding shares increased with a high pace. Right now, we have 2,073 million outstanding shares compared to 1,964 million one year earlier and 1,763 million after the IPO of Palantir. This is resulting in an increase of almost 18% in less than two years and in my opinion, this is not a good sign for investors. And finally, this dilution has a huge negative impact on the intrinsic value of Palantir.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba9fe6b4274d2704f89363d89bcddb6a\" tg-width=\"635\" tg-height=\"435\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Of course, stock-based compensations can also have a positive side as it is a good way to get great talent for the business and employees, that are behind the company and the company’s goals (as they are also profiting from a thriving business resulting in a higher share price). And this can certainly have a positive effect on the business in the long run. However, diluted in the high single digits annually is extreme – even for a company growing with a high pace.</p><h2>Intrinsic Value Calculation</h2><p>A final risk for shareholders is simply overpaying for a stock that is not worth what it is currently trading for.</p><p>We can start by looking at simple valuation metrics – especially the price-free-cash-flow ratio as well as the price-sales ratio. Looking at the price-earnings ratio doesn’t make much sense as the metric is negative. Of course, the price-sales ratio declined over the last year, but Palantir is still trading for 9 times sales which is certainly not cheap. When looking at the S&amp;P 500 (SPY), there are only about 45 companies trading with a higher price-sales ratio. And the median P/S ratio of the S&amp;P 500 is 2.72 at the time of writing. And even when looking at technology stocks (according to Finviz; market cap above $2 billion), the median P/S ratio is 4.41. But as long as we are talking about price-sales ratios we also have to point out that Snowflake is trading for 28 times sales right now and compared to these valuation multiples, Palantir’s valuation seems to be quite reasonable.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38f5a49a57b61fa9fbd749ed81950b1d\" tg-width=\"635\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>When looking at the price-free-cash-flow ratio, Palantir is trading for a multiple of 84. Although this is below the 2021 P/FCF peak of 750 and below the average of 227, Palantir is still trading for extremely high valuation multiples (and usually even high growth rates can’t justify valuation multiples close to 100). And once again, we can point out that Snowflake is trading for a P/FCF ratio of 155 – twice as high as Palantir.</p><p>When using a discount cash flow calculation, we can take the free cash flow of the last four quarters as basis. But let’s be more optimistic and use the highest free cash flow Palantir could report so far ($320 million in free cash flow). When taking this amount as basis and assume 6% growth till perpetuity (like we always do with high quality businesses) the company must grow its free cash flow about 17% annually for the next ten years to be fairly valued (assuming 2,073 million outstanding shares and a 10% discount rate).</p><p>I would not say such growth rates are impossible for a company – we can find several examples of businesses growing with such a CAGR over 10 years or even longer. But 17% growth for 10 years would probably be one of the highest growth rates I ever used in an intrinsic value calculation just to reach fair value for a stock. And these calculations are assuming no further dilution of shares, which seems rather unlikely at this point. In the last two years, the company has been diluting in the high single digits and to set dilution off, Palantir rather must grow its free cash flow about 25% annually to be fairly valued for the next few years. And 25% growth is also not impossible but no growth rate I would use in any way (in my opinion, this would be investing based on hope).</p><h2>Conclusion</h2><p>Although the stock price is now more than 40% lower than when my last article was published, I am afraid the conclusion must be the same. The stock is still not fairly valued and not a great investment. With thousands of other stocks being available and us being able to identify at least 100 high-quality businesses with a wide economic moat, I don’t see any reason to bet on Palantir. A company where it is difficult to estimate the growth potential and where the huge stock-based compensations and resulting stock dilutions are offsetting to any investor. And the potential high growth potential Palantir could have is not enough at this point to bet on Palantir.</p><p><i>This article is written by Daniel Schönberger for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: I Am Still Not Willing To Gamble</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\">\nPalantir: I Am Still Not Willing To Gamble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-24 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560037-palantir-pltr-still-overvalued><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is still not profitable but reported solid third quarter results and is still growing with a healthy pace.The company could continue to grow with a high pace in the years to come.Stock...</p>\n\n<a href=\"https://seekingalpha.com/article/4560037-palantir-pltr-still-overvalued\">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/4560037-palantir-pltr-still-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193359618","content_text":"SummaryPalantir is still not profitable but reported solid third quarter results and is still growing with a healthy pace.The company could continue to grow with a high pace in the years to come.Stock-based compensations and the resulting dilution of outstanding shares are still discouraging for shareholders.Although Palantir's stock has declined already 80% from its previous all-time high, the stock is still overvalued in my opinion and not a great investment.Scott OlsonMy first and only article about Palantir Technologies Inc. (NYSE:PLTR) was published in February 2022. At that point, the stock was trading for $14 and although the stock had already declined 67% at that point from its previous all-time highs, I stated thatPalantir was a risky bet. In the meantime, the stock has been cut almost in half again and is now trading about 80% below its previous all-time high. Nevertheless, Palantir is still not a good investment, and I will explain why I am still cautious about the stock.Data by YChartsQuarterly ResultsWe can start by looking at the third quarter results, which Palantir reported at the beginning of November. And for starters, we must point out that Palantir is still increasing with a solid growth rate while other technology companies are already struggling and are not able to report double-digit revenue growth anymore.Revenue in the third quarter increased from $392.1 million in the same quarter last year to $477.9 million in this quarter – resulting in 21.9% year-over-year growth. Loss from operations declined from $91.9 million in Q3/21 to $62.2 million in Q3/22 and although Palantir could improve, the business is still not profitable. But diluted net loss per share increased from $0.05 to a loss of $0.06 in this quarter.Additionally, the total customers for Palantir increased from 203 in the same quarter last year to 337 right now – resulting in 66% year-over-year growth. And compared to the previous quarter, Palantir added 33 net new customers.Palantir Q3/22 PresentationDuring the third quarter of fiscal 2022, Palantir closed 78 deals of at least $1 million with 32 of these deals being at least $5 million and 19 deals were at least $10 million.Palantir Q3/22 PresentationAnd when looking at the guidance for fiscal 2022, Palantir is now expecting $1.9 billion to $1.902 billion in revenue. Palantir raised its guidance and is now expecting an adjusted income from operations to be between $384 million to $386 million.Palantir Q3/22 PresentationGrowth Opportunities In Challenging TimesBut despite the raised guidance, when listening to Alexander Karp during the earnings calls or in interviews, he is seeing difficult times ahead. During the last earnings call, Alexander Karp made the following statement:By the way, that's why we prepared and then that's the technical thing. Why do we have 8 quarters of free cash flow? Do you think it's a coincidence, we were preparing for this. We have -- why do we have $2.4 billion in the bank and no debt? We weren't living in the metasphere. We were living in this world in the way we thought it would be -- and we've been essentially -- you could even look at this as a prep. We're a prepper company. We've been preparing it's like -- preppers have their rucksack and a rifle. We have PG, GAIA, Foundry and $2.4 billion in the bank and no debt. That's our company.And when looking at the balance sheet, Palantir is positioned quite well. On September 30, 2022, the company had $2,411 million in cash and cash equivalents as well as $57 million in short-term marketable securities. And aside from having no debt on the balance sheet, the company also has no goodwill on its balance sheet. In case of Palantir, 74% of its $3,319 million in total assets are highly liquid assets (cash, cash equivalents and marketable securities), which is good in case of crisis.But not only is Palantir prepared for challenging times due to a solid balance sheet, Alexander Karp is also expecting the company to profit from the uncertain times ahead. During an interview with CNBC at the end of September, he made the following statement:Bad times are incredibly good for Palantir... bad times really uncover the durable companies, and tech is going through bad times... interest rates are the reason.Karp also states that Palantir’s software is at war – in Europe and around the world. And he sees the software as a way for nations to impose and defend their values. And Karp sees great growth potential in the years ahead – not only because Palantir might profit from bad times:We recognize that our path to growth is not always linear, but with the opportunity that lies ahead, we continue to recruit and retain the top talent at a time when other companies in the technology sector are slashing their plans and cutting workforces.We have spent the last 2 decades building our products for the world in which we actually live. The disruption and uncertainty that we're seeing around us from Ukraine, the pandemic and inflation, it's driving customers towards us and to our software.In the second quarter earnings call, Alexander Karp said his ambition was to drive the company to $4.5 billion in revenue in 2025. In the same earnings call, Karp also expected that Palantir will finally be profitable in 2025. And of course, it is not unreasonable for Palantir to expect high growth rates. In its Form S-1. Palantir wrote its total addressable market [TAM] should be approximately $119 billion with the commercial sector being around $56 billion and the government sector being around $63 billion. This TAM is excluding institutions and countries where Palantir has chosen not to sell its software.This seems to be in line with the expectations of other studies. And not only has Palantir a market share of only around 2% right now – giving the company enough room to grow by gaining market shares. Different studies are also expecting growth rates in the double digits for the market. When looking at the advanced analytics market, some expect even a CAGR above 20% in the years to come.And during the last earnings call, Alexander Karp also pointed out where he is seeing the huge competitive advantage of Palantir – especially compared to peers like Microsoft (MSFT) or Snowflake (SNOW):The answer is really the ontology. It's why our platforms remain far ahead of the competition. And that's because the ontology, it's the missing link in terms of what you need to realize value from all of these investments. It's the component and the architecture that's required to get data apps to actually deliver value on top of cloud data warehouses or to get AI to scale throughout the enterprise or to turn your digital twin into something that's actionable and operational within the enterprise. And we've spent 15 years investing in a road map that's deep and built upon the ontology, and it continues to be the focus of all the core investments that we're making around product.Reservation Against PalantirBut despite the competitive advantage Karp sees for Palantir in the years to come, the business is also facing risks in its path toward growth. In his last letter to shareholders, Alexander Karp wrote:It has been our experience, however, that some countries, particularly in continental Europe, including Germany, have fallen behind the United States in their willingness and ability to implement enterprise software systems that challenge existing habits and modes of operation.There have been repeated attempts to build replicas of Silicon Valley in continental Europe, in Germany and elsewhere, but the results have been decidedly mixed.We have found that large institutions in the United States have been far more willing to investigate the most significant sources of systemic dysfunction within their organizations, which in the current moment often relate to the ability or rather inability of an institution to metabolize its own data.And this is an aspect that should certainly not be underestimated for Palantir’s ambitions to grow in the years to come. And from a German perspective I think Karp is correct in his assessment of people living here (as well as institutions) having strong reservations against Palantir.Stock-Based Compensation Leading To DilutionNot only is the business facing several risks, but shareholders are also facing risks by owning the stock right now. And one huge risk shareholders are facing is the stock-based compensation which is leading to a constant dilution of shares and in the last few quarters, the number of outstanding shares increased with a high pace. Right now, we have 2,073 million outstanding shares compared to 1,964 million one year earlier and 1,763 million after the IPO of Palantir. This is resulting in an increase of almost 18% in less than two years and in my opinion, this is not a good sign for investors. And finally, this dilution has a huge negative impact on the intrinsic value of Palantir.Data by YChartsOf course, stock-based compensations can also have a positive side as it is a good way to get great talent for the business and employees, that are behind the company and the company’s goals (as they are also profiting from a thriving business resulting in a higher share price). And this can certainly have a positive effect on the business in the long run. However, diluted in the high single digits annually is extreme – even for a company growing with a high pace.Intrinsic Value CalculationA final risk for shareholders is simply overpaying for a stock that is not worth what it is currently trading for.We can start by looking at simple valuation metrics – especially the price-free-cash-flow ratio as well as the price-sales ratio. Looking at the price-earnings ratio doesn’t make much sense as the metric is negative. Of course, the price-sales ratio declined over the last year, but Palantir is still trading for 9 times sales which is certainly not cheap. When looking at the S&P 500 (SPY), there are only about 45 companies trading with a higher price-sales ratio. And the median P/S ratio of the S&P 500 is 2.72 at the time of writing. And even when looking at technology stocks (according to Finviz; market cap above $2 billion), the median P/S ratio is 4.41. But as long as we are talking about price-sales ratios we also have to point out that Snowflake is trading for 28 times sales right now and compared to these valuation multiples, Palantir’s valuation seems to be quite reasonable.Data by YChartsWhen looking at the price-free-cash-flow ratio, Palantir is trading for a multiple of 84. Although this is below the 2021 P/FCF peak of 750 and below the average of 227, Palantir is still trading for extremely high valuation multiples (and usually even high growth rates can’t justify valuation multiples close to 100). And once again, we can point out that Snowflake is trading for a P/FCF ratio of 155 – twice as high as Palantir.When using a discount cash flow calculation, we can take the free cash flow of the last four quarters as basis. But let’s be more optimistic and use the highest free cash flow Palantir could report so far ($320 million in free cash flow). When taking this amount as basis and assume 6% growth till perpetuity (like we always do with high quality businesses) the company must grow its free cash flow about 17% annually for the next ten years to be fairly valued (assuming 2,073 million outstanding shares and a 10% discount rate).I would not say such growth rates are impossible for a company – we can find several examples of businesses growing with such a CAGR over 10 years or even longer. But 17% growth for 10 years would probably be one of the highest growth rates I ever used in an intrinsic value calculation just to reach fair value for a stock. And these calculations are assuming no further dilution of shares, which seems rather unlikely at this point. In the last two years, the company has been diluting in the high single digits and to set dilution off, Palantir rather must grow its free cash flow about 25% annually to be fairly valued for the next few years. And 25% growth is also not impossible but no growth rate I would use in any way (in my opinion, this would be investing based on hope).ConclusionAlthough the stock price is now more than 40% lower than when my last article was published, I am afraid the conclusion must be the same. The stock is still not fairly valued and not a great investment. With thousands of other stocks being available and us being able to identify at least 100 high-quality businesses with a wide economic moat, I don’t see any reason to bet on Palantir. A company where it is difficult to estimate the growth potential and where the huge stock-based compensations and resulting stock dilutions are offsetting to any investor. And the potential high growth potential Palantir could have is not enough at this point to bet on Palantir.This article is written by Daniel Schönberger for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961796666,"gmtCreate":1669042586156,"gmtModify":1676538143675,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961796666","repostId":"1154988854","repostType":4,"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961796070,"gmtCreate":1669042539390,"gmtModify":1676538143658,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961796070","repostId":"1115231495","repostType":4,"repost":{"id":"1115231495","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":1669038623,"share":"https://ttm.financial/m/news/1115231495?lang=en_US&edition=fundamental","pubTime":"2022-11-21 21:50","market":"us","language":"en","title":"Disney's Iger May Have to Cut Costs As Streaming Loses Money","url":"https://stock-news.laohu8.com/highlight/detail?id=1115231495","media":"Reuters","summary":"Nov 21 (Reuters) - Bob Iger must show Wall Street a new side to his character as he returns to lead ","content":"<html><head></head><body><p>Nov 21 (Reuters) - Bob Iger must show Wall Street a new side to his character as he returns to lead Walt Disney Co by cutting costs and restoring profits in just two years after splurging cash on acquisitions and a streaming business last time round.</p><p>The entertainment giant shocked investors late on Sunday evening announcing the ouster of Chief Executive Bob Chapek and appointing Iger, 71, to a two-year contract to return the company to growth.</p><p>The move evoked other return engagements such as Steve Jobs&#39; return to Apple and Howard Schultz&#39;s return to Starbucks in times of crisis.</p><p>&#34;The bold move (Iger&#39;s return) might feel like the right one. However, the business is at a different phase of growth,&#34; said PP Foresight analyst Paolo Pescatore, adding that short-term measures might include restriction of some operations.</p><p>The most immediate target of that could be Disney+, the streaming service that Iger helped launch in 2019. Losses at the unit more than doubled in the last reported quarter to $1.5 billion.</p><p>The business has become a drag on earnings as Disney spends heavily on content to attract subscribers, testing investor patience and contributing to a 40% slide in its shares so far this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d7f0b6803190abecffd969c1186af4\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Reuters Graphics</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d969d164b41ce35a55a35aa2963c107c\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Reuters Graphics</span></p><p>&#34;Disney+ ... could probably do better with fewer end-state subscribers made up of super fans willing to pay high RPU (rates per user), which would generate much higher margins,&#34; analysts at MoffettNathanson said.</p><p>They also pointed to ESPN as another target for deep cost cuts, including a review of all the upcoming sports rights as the network loses cable subscribers.</p><p>Activist investor Dan Loeb&#39;s Third Point had also pushed a potential spin-off of ESPN when it took a stake in the company in August, although it later backed off the idea.</p><p>Some brokerages have also raised concern on whether the two-year period Iger has agreed to return for would be enough to transform the business and find a successor.</p><p>&#34;The problem is that Iger can&#39;t stay on forever. He already bumbled the transition to Tom Staggs in 2016 and now (Bob) Chapek,&#34; Rosenblatt Securities said.</p><p>Still, Disney shares were 10% higher in premarket trading on Monday, a sign of confidence in the executive who led the company for 15 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b736275c9d040a6788faaadcf9ba819\" tg-width=\"1320\" tg-height=\"800\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics Reuters Graphics</span></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>Disney's Iger May Have to Cut Costs As Streaming Loses Money</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\">\nDisney's Iger May Have to Cut Costs As Streaming Loses Money\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\">2022-11-21 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 21 (Reuters) - Bob Iger must show Wall Street a new side to his character as he returns to lead Walt Disney Co by cutting costs and restoring profits in just two years after splurging cash on acquisitions and a streaming business last time round.</p><p>The entertainment giant shocked investors late on Sunday evening announcing the ouster of Chief Executive Bob Chapek and appointing Iger, 71, to a two-year contract to return the company to growth.</p><p>The move evoked other return engagements such as Steve Jobs&#39; return to Apple and Howard Schultz&#39;s return to Starbucks in times of crisis.</p><p>&#34;The bold move (Iger&#39;s return) might feel like the right one. However, the business is at a different phase of growth,&#34; said PP Foresight analyst Paolo Pescatore, adding that short-term measures might include restriction of some operations.</p><p>The most immediate target of that could be Disney+, the streaming service that Iger helped launch in 2019. Losses at the unit more than doubled in the last reported quarter to $1.5 billion.</p><p>The business has become a drag on earnings as Disney spends heavily on content to attract subscribers, testing investor patience and contributing to a 40% slide in its shares so far this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d7f0b6803190abecffd969c1186af4\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Reuters Graphics</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d969d164b41ce35a55a35aa2963c107c\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Reuters Graphics</span></p><p>&#34;Disney+ ... could probably do better with fewer end-state subscribers made up of super fans willing to pay high RPU (rates per user), which would generate much higher margins,&#34; analysts at MoffettNathanson said.</p><p>They also pointed to ESPN as another target for deep cost cuts, including a review of all the upcoming sports rights as the network loses cable subscribers.</p><p>Activist investor Dan Loeb&#39;s Third Point had also pushed a potential spin-off of ESPN when it took a stake in the company in August, although it later backed off the idea.</p><p>Some brokerages have also raised concern on whether the two-year period Iger has agreed to return for would be enough to transform the business and find a successor.</p><p>&#34;The problem is that Iger can&#39;t stay on forever. He already bumbled the transition to Tom Staggs in 2016 and now (Bob) Chapek,&#34; Rosenblatt Securities said.</p><p>Still, Disney shares were 10% higher in premarket trading on Monday, a sign of confidence in the executive who led the company for 15 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b736275c9d040a6788faaadcf9ba819\" tg-width=\"1320\" tg-height=\"800\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics Reuters Graphics</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115231495","content_text":"Nov 21 (Reuters) - Bob Iger must show Wall Street a new side to his character as he returns to lead Walt Disney Co by cutting costs and restoring profits in just two years after splurging cash on acquisitions and a streaming business last time round.The entertainment giant shocked investors late on Sunday evening announcing the ouster of Chief Executive Bob Chapek and appointing Iger, 71, to a two-year contract to return the company to growth.The move evoked other return engagements such as Steve Jobs' return to Apple and Howard Schultz's return to Starbucks in times of crisis.\"The bold move (Iger's return) might feel like the right one. However, the business is at a different phase of growth,\" said PP Foresight analyst Paolo Pescatore, adding that short-term measures might include restriction of some operations.The most immediate target of that could be Disney+, the streaming service that Iger helped launch in 2019. Losses at the unit more than doubled in the last reported quarter to $1.5 billion.The business has become a drag on earnings as Disney spends heavily on content to attract subscribers, testing investor patience and contributing to a 40% slide in its shares so far this year.Reuters GraphicsReuters Graphics\"Disney+ ... could probably do better with fewer end-state subscribers made up of super fans willing to pay high RPU (rates per user), which would generate much higher margins,\" analysts at MoffettNathanson said.They also pointed to ESPN as another target for deep cost cuts, including a review of all the upcoming sports rights as the network loses cable subscribers.Activist investor Dan Loeb's Third Point had also pushed a potential spin-off of ESPN when it took a stake in the company in August, although it later backed off the idea.Some brokerages have also raised concern on whether the two-year period Iger has agreed to return for would be enough to transform the business and find a successor.\"The problem is that Iger can't stay on forever. He already bumbled the transition to Tom Staggs in 2016 and now (Bob) Chapek,\" Rosenblatt Securities said.Still, Disney shares were 10% higher in premarket trading on Monday, a sign of confidence in the executive who led the company for 15 years.Reuters Graphics Reuters Graphics","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":1539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961678709,"gmtCreate":1668957796101,"gmtModify":1676538131981,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961678709","repostId":"2284377640","repostType":4,"repost":{"id":"2284377640","kind":"highlight","pubTimestamp":1668909887,"share":"https://ttm.financial/m/news/2284377640?lang=en_US&edition=fundamental","pubTime":"2022-11-20 10:04","market":"us","language":"en","title":"The Collapse of Carvana, the \"Amazon of Used Cars\", Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=2284377640","media":"TheStreet","summary":"The sky is not clearing up for Carvana.On the contrary, big clouds continue to gather over the compa","content":"<div>\n<p>The sky is not clearing up for Carvana.On the contrary, big clouds continue to gather over the company which was one of the big winners of the covid-19 pandemic, with a massive growth.Since announcing...</p>\n\n<a href=\"https://www.thestreet.com/technology/the-collapse-of-carvana-the-amazon-of-used-cars-continues\">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>The Collapse of Carvana, the \"Amazon of Used Cars\", Continues</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Collapse of Carvana, the \"Amazon of Used Cars\", Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 10:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/technology/the-collapse-of-carvana-the-amazon-of-used-cars-continues><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The sky is not clearing up for Carvana.On the contrary, big clouds continue to gather over the company which was one of the big winners of the covid-19 pandemic, with a massive growth.Since announcing...</p>\n\n<a href=\"https://www.thestreet.com/technology/the-collapse-of-carvana-the-amazon-of-used-cars-continues\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","CVNA":"Carvana Co."},"source_url":"https://www.thestreet.com/technology/the-collapse-of-carvana-the-amazon-of-used-cars-continues","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284377640","content_text":"The sky is not clearing up for Carvana.On the contrary, big clouds continue to gather over the company which was one of the big winners of the covid-19 pandemic, with a massive growth.Since announcing its quarterly results on November 3, Carvana shares have lost 44% of their value and are currently trading at $8.06 versus $14.35 on that day. This translates into a decline in market capitalization of approximately $1.1 billion in two weeks. Carvana currently has a market value of $1.43 billion.The company, founded in 2012 and based in Arizona, took advantage of favorable conditions to market its new way of buying a car. The group's car vending machines stuck well with the pandemic, a period during which consumers wanted to avoid contact as much as possible, to limit their exposure to the virus.The federal government had also flooded consumers with money via stimulus programs. Interest rates were almost zero, which meant that financing the purchase of a vehicle cost practically nothing.Added to this, the supply chains of car manufacturers were disrupted, which made the production of new vehicles difficult. Faced with these challenges, consumers turned to the second-hand market as the waiting times for new vehicles were long. Used car prices therefore jumped, making it a good deal for Carvana.Basically, all the winds were blowing in the right direction for the company.New Car or Used Car?But coming out of the pandemic, Carvana's fortunes seem to have turned completely. The used car market remains hot. But all the other factors have reversed. There is no more stimulus money. The central bank is aggressively raising interest rates and inflation is at its highest in forty years. The economy is also close to a recession more than ever, and the waves of job cuts follow one another. Used car prices remain high but financing the transaction has become very expensive for consumers. Supply chains have improved significantly, facilitating the production of new vehicles.This was felt in the latest quarterly results from Carvana: In the third quarter, Carvana's revenue fell 2.7% year-on-year to $3.4 billion, while net loss jumped to $283 million from just $32 million in the third quarter of 2021, the company said in a letter to shareholders.Used car sales in the U.S. fell almost 13% year-on-year, in the third quarter of 2022.\"If you’re looking at newer used cars — models in the 1 to 3-year-old range, you may find that prices are still relatively close to what they sold for new,\" Consumer Reports said. \"If you have to borrow money to buy the car, it may be better to find a new car that can qualify you for a lower interest rate, to say nothing of the benefit of a fresh factory warranty. Many manufacturers subsidize financing and may offer interest rates that are much lower than normal to qualified buyers.\"All this complicates the affairs of Carvana, which had to go into a $3.3 billion debt to finance the acquisition of auctioneer Adesa’s physical auction business this year.CarvanaElimination of 1,500 Additional JobsThe group is therefore under enormous financial pressure.\"Significant nearer-term operational and financial risks for Carvana have emerged and are likely to cloud the CVNA investment story for the foreseeable future,\" Oppenheimer analyst Brian Nagel  said in a note on November 15, downgrading the stock.He added that \"we do not envision investors bidding CVNA meaningfully higher until prospects for a manageable and sustained capital base become clearer.\"Nagel seems to confirm that Carvana has a liquidity problem which the group must address fairly quickly if it wants to stop the collapse. The company has between $6 billion and $7 billion in debt net of the cash on the balance sheet, according to FactSet.But Carvana is not profitable: its adjusted EBITDA margin loss increased by 6.2% in the third quarter. EBITDA refers to earnings before interest, taxes, depreciation and amortization, which helps investors to gauge the financial health of a company.The company is struggling to try to change things and delay as much as possible raising equity capital or adding more debt. Carvana, for example, is determined to drastically reduce costs. After cutting 2,500 jobs in May, the company has just announced an additional wave of layoffs which affects 8% of its workforce, or 1,500 employees.\"It is fair to ask why this is happening again, and yet I am not sure I can answer it as clearly as you deserve,\" Chief Executive Officer Ernie Garcia told employees in an email on November 18. \"I think there are at least a couple of factors. The first is that the economic environment continues to face strong headwinds and the near future is uncertain. This is especially true for fast-growing companies and for businesses that sell expensive, often financed products where the purchase decision can be easily delayed like cars.\"In addition, \"we failed to accurately predict how this would all play out and the impact it would have on our business. As a result, we find ourselves here.\"The new cuts will affect \"many corporate and technology teams as well as some operations teams where we are eliminating roles, locations or shifts to match our size with the current environment,\" Garcia wrote.Reached by TheStreet, Carvana didn't comment.Legal IssuesThe new job cuts come after ratings agency S&P Global Ratings warned it was likely to downgrade Carvana in the near term, changing the outlook from stable to negative.\"GPU [gross profit per unit] is expected to remain weak due to higher used car depreciation rates and lower returns from selling loans and other products,\" said the rating agency. \"Carvana generates over 50% of its GPU from selling loans and other products. With rising interest rates, it is more difficult for Carvana to compete with the large banks that can keep loan rates low, which will reduce the number of loans allocated to Carvana.\"Garcia ruled out the option of raising capital on November 3.\"Our goals are going to be on driving down expenses and trying to get positive EBITDA as quickly as we can,\" he told analysts. \"We've got a bunch of committed liquidity. We've got a bunch of real estate. And I think that we feel like that puts us in a good position to ride out this storm. And we're making great moves inside the company.\"But apart from these financial difficulties, Carvana also faces legal challenges. The company is facing lawsuits from customers in multiple states involving alleged issues over titles and registration and over purchasing vehicles.Michigan Secretary of State Jocelyn Benson also suspended the retailer's license, with Carvana suing in return.Carvana has said the lawsuits are without merit and called the decision in Michigan \"arbitrary.\"","news_type":1,"symbols_score_info":{"AMZN":1,"CVNA":0.9}},"isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961678409,"gmtCreate":1668957788802,"gmtModify":1676538131981,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961678409","repostId":"1181953314","repostType":4,"isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961678297,"gmtCreate":1668957780720,"gmtModify":1676538131973,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961678297","repostId":"1146905209","repostType":4,"repost":{"id":"1146905209","kind":"news","pubTimestamp":1668917027,"share":"https://ttm.financial/m/news/1146905209?lang=en_US&edition=fundamental","pubTime":"2022-11-20 12:03","market":"us","language":"en","title":"Fed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146905209","media":"Bloomberg","summary":"Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue d","content":"<div>\n<p>Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue dislocation in jobsFederal Reserve Bank of Atlanta President Raphael Bostic said he favors slowing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-19/fed-s-bostic-favors-slower-pace-of-rate-hikes-ending-near-5?srnd=premium-asia\">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>Fed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%</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\">\nFed’s Bostic Favors Slower Pace of Rate Hikes Ending Near 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 12:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-19/fed-s-bostic-favors-slower-pace-of-rate-hikes-ending-near-5?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue dislocation in jobsFederal Reserve Bank of Atlanta President Raphael Bostic said he favors slowing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-19/fed-s-bostic-favors-slower-pace-of-rate-hikes-ending-near-5?srnd=premium-asia\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-19/fed-s-bostic-favors-slower-pace-of-rate-hikes-ending-near-5?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146905209","content_text":"Bostic sees 75 to 100 basis points of additional tighteningAtlanta Fed leader wants to avoid undue dislocation in jobsFederal Reserve Bank of Atlanta President Raphael Bostic said he favors slowing the pace of interest rate increases, with no more than 1 percentage point more of hikes, to try to ensure the economy has a soft landing.“If the economy proceeds as I expect, I believe that 75 to 100 basis points of additional tightening will be warranted,” Bostic said in prepared remarks for a speech in Fort Lauderdale, Florida, on Saturday. “It’s clear that more is needed, and I believe this level of the policy rate will be sufficient to rein in inflation over a reasonable time horizon.”Bostic’s plan would shift away from 75 basis-point hikes and continue to raise rates to as much as 4.75%-5% over the next several meetings, which he described as a “moderately restrictive landing rate” where the Fed would hold go on hold for an extended period to continue to put downward pressure on prices.Fed officials lifted interest rates by 75 basis points for the fourth straight time on Nov. 2, bringing the target on the benchmark rate to a range of 3.75% to 4%. Several policy makers have signaled they may consider a 50 basis-point increase when they meet in mid-December, depending on what happens with the economy.“In terms of pacing, assuming the economy evolves as I expect in the coming weeks, I would be comfortable starting the move away from 75-basis-point increases at the next meeting,” Bostic told the Southern Economic Association annual meeting.Bostic’s view of around 4.75% to 5% as a peak rate is less aggressive than some of his more hawkish colleagues. St. Louis Fed President James Bullard on Thursday called for rates of at least 5% to 5.25%, showing charts that outlined 5% to 7% as the policy rate that would be recommended using versions of a popular monetary policy guideline.While Bostic repeated that there are “glimmers of hope” that supply disruptions are easing, he said inflation was a “mixed bag” and there was still more work needed to battle price pressures.“My baseline outlook is that the macroeconomy will be strong enough that we can tighten policy to that point without causing undue dislocation in output and employment,” Bostic said.“I do not think we should continue raising rates until the inflation level has gotten down to 2%. Because of the lag dynamics I discussed earlier, this would guarantee an overshoot and a deep recession,” he said.Bostic said once policy reaches a sufficiently restrictive level, he envisions a lengthy pause in rates rather than a quick reversal, to ensure that inflation didn’t revive in a way similar to the experience of the 1970s. He called for policy makers to “remain purposeful and resolute” until inflation was brought down.“If it turns out that that policy is not sufficiently restrictive to rein in inflation, then additional policy tightening actions may be appropriate,” Bostic said. “On the other hand, if economic conditions weaken appreciably -- for example, if unemployment rises uncomfortably -- it will be important to resist the temptation to react by reversing our policy course until it is clear that inflation is well on track to return to our longer-run target of 2%.”","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961678668,"gmtCreate":1668957774554,"gmtModify":1676538131973,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961678668","repostId":"2284038371","repostType":4,"repost":{"id":"2284038371","kind":"highlight","pubTimestamp":1668918242,"share":"https://ttm.financial/m/news/2284038371?lang=en_US&edition=fundamental","pubTime":"2022-11-20 12:24","market":"us","language":"en","title":"Qualcomm Vs. Nvidia: The Better Buy Might Shock You","url":"https://stock-news.laohu8.com/highlight/detail?id=2284038371","media":"Seeking Alpha","summary":"Do you dream of retiring in comfort or even splendor? Who doesn't?!Do you wish your retirement stand","content":"<html><head></head><body><p>Do you dream of retiring in comfort or even splendor? Who doesn&#39;t?!</p><p>Do you wish your retirement standard of living could be 100% free from the market&#39;s crazy gyrations? I know I do.</p><p>Does the idea of being able to count on steadily growing income in all market, economic, inflation, and interest rate conditions, sound appealing? It does to me.</p><p>Well then blue-chip dividend investing might be just what you&#39;re looking for.</p><p>When you hear &#34;dividend investing&#34; you probably think of boring, mature, and stable businesses like Altria (MO), Verizon (VZ) or Pepsi (PEP).</p><p>And while those are indeed wonderful ways to earn generous, very safe, and steadily growing income today, if you want to maximize long-term retirement income there is no better way than combining high-yield and fast-growth.</p><p>Why? Let&#39;s consider the examples of two fast-growing dividend chip stocks, QUALCOMM Incorporated (NASDAQ:QCOM) and NVIDIA Corporation (NASDAQ:NVDA).</p><p>Let&#39;s see what happens when we combine high-yield with fast-growth.</p><h4>Historical Total Returns Since 2011</h4><p><img src=\"https://static.tigerbbs.com/5abab739c65390aec9ecc4d8eb0e567b\" tg-width=\"640\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Combining the world&#39;s best high-yield and growth exchange-traded funds (&#34;ETFs&#34;) with the growth and ultra-yield blue-chips created a far better performing portfolio over the last 11 years.</p><p><img src=\"https://static.tigerbbs.com/2027ec3b24edf389edb7de640c5e8ef0\" tg-width=\"640\" tg-height=\"125\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>But more importantly for income investors, it also delivered superior income over time.</p><h4>Income Growth Rich Retirement Dreams Are Made Of</h4><p></p><p><img src=\"https://static.tigerbbs.com/68784dfa5159ea8211a71a811b27e419\" tg-width=\"640\" tg-height=\"253\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><h4>Cumulative Dividends Since 2012: Per $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Metric</b></td><td><b>S&amp;P 500</b></td><td><b>SCHD</b></td><td><b>SCHD, QQQ, ENB, MO, NVDA, QCOM</b></td></tr><tr><td>Total Dividends</td><td>$471</td><td>$785</td><td>$1,177</td></tr><tr><td><b>Total Inflation-Adjusted Dividends</b></td><td><b>$359.54</b></td><td><b>$599.24</b></td><td><b>$898.47</b></td></tr><tr><td><b>Annualized Income Growth Rate</b></td><td><b>9.0%</b></td><td><b>15.3%</b></td><td><b>27.9%</b></td></tr><tr><td>Total Income/Initial Investment %</td><td>0.47</td><td>0.79</td><td>1.18</td></tr><tr><td><b>Inflation-Adjusted Income/Initial Investment %</b></td><td><b>0.36</b></td><td><b>0.60</b></td><td><b>0.90</b></td></tr><tr><td><b>More Inflation-Adjusted Income Than S&amp;P</b></td><td><b>NA</b></td><td><b>1.67</b></td><td><b>2.50</b></td></tr><tr><td><b>Starting Yield</b></td><td><b>2.5%</b></td><td><b>3.2%</b></td><td><b>2.7%</b></td></tr><tr><td>Today&#39;s Annual Dividend Return On Your Starting Investment (Yield On Cost)</td><td>5.9%</td><td>13.3%</td><td>31.7%</td></tr><tr><td><b>2022 Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)</b></td><td><b>4.5%</b></td><td><b>10.2%</b></td><td><b>24.2%</b></td></tr></tbody></table><p><i>(Source: Portfolio Visualizer Premium)</i></p><p>By combining yield and growth over the last 10 year income investors have enjoyed 28% annual income growth, 2X better than Schwab U.S. Dividend Equity ETF (SCHD), and 3X better than the S&amp;P 500 (SP500).</p><p>They&#39;ve gotten back 90% of their initial investment in inflation-adjusted dividends, and enjoyed 2.5X more income than the S&amp;P 500 and 50% more income than SCHD alone.</p><p>And for every $1 invested in 2011 they are now getting $.24 in annual inflation-adjusted dividends, and that&#39;s growing exponentially each year.</p><ul><li>SCHD investors are getting $0.1 in annual income per $1 investment</li><li>S&amp;P 500 investors $0.05.</li></ul><p>Ok, so that&#39;s fine for those with 10+ years to invest, but surely retirees should stick to high-yield only right? WRONG!</p><p>Unless you expect to drop dead in 10 years let&#39;s not forget that retirements last a long time.</p><p><img src=\"https://static.tigerbbs.com/872a8106a46bdef537bd2736d27566c0\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/></p><p>Hamilton Project</p><p>22% of U.S. men can expect to live to 90 and 34% of woman.</p><p>In other words, even if you&#39;re already retired chances are very good that you have a 10+ year, or even 30 to 40 year time horizon.</p><p>And that&#39;s where the power of fast dividend compounding really shines.</p><p>How powerful is hyper-dividend compounding over 35 years?</p><p><b>MO + LOW Cumulative Dividends Since 1985 Per $1,000 Initial Investment </b></p><table><colgroup></colgroup><tbody><tr><td><b>Metric</b></td><td><b>Altria</b></td><td><b>Lowe&#39;s</b></td><td><b>Altria + Lowe&#39;s</b></td></tr><tr><td>Total Dividends</td><td>$282,584</td><td>$37,611</td><td>$286,519</td></tr><tr><td><b>Total Inflation-Adjusted Dividends</b></td><td><b>$100,563.70</b></td><td><b>$13,384.70</b></td><td><b>$101,964.06</b></td></tr><tr><td>Annualized Income Growth Rate</td><td>18.8%</td><td>18.2%</td><td>21.7%</td></tr><tr><td>Total Income/Initial Investment %</td><td>282.58</td><td>37.61</td><td>286.52</td></tr><tr><td>Inflation-Adjusted Income/Initial Investment %</td><td>100.56</td><td>13.38</td><td>101.96</td></tr><tr><td>More Inflation-Adjusted Income Than Altria</td><td>NA</td><td>0.13</td><td>1.01</td></tr><tr><td>Starting Yield</td><td>4.8%</td><td>1.4%</td><td>3.0%</td></tr><tr><td>Today&#39;s Annual Dividend Return On Your Starting Investment (Yield On Cost)</td><td>2774.0%</td><td>682.5%</td><td>4350.4%</td></tr><tr><td><i><b>Today&#39;s Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)</b></i></td><td><i><b>987.2%</b></i></td><td><i><b>242.9%</b></i></td><td><i><b>1548.2%</b></i></td></tr></tbody></table><p><i>(Source: Portfolio Visualizer Premium)</i></p><p>You can enjoy 100X your initial investment in inflation-adjusted income and achieve truly mind boggling income by combining ultra-yield with hyper-dividend growth.</p><p>And guess what? Combining yield + hyper-growth, even without dividends can be even more powerful.</p><p><b>MO + AMZN Cumulative Dividends Since 1998 Per $1,000 Initial Investment </b></p><table><colgroup></colgroup><tbody><tr><td><b>Metric</b></td><td><b>Altria</b></td><td><b>Altria + Amazon</b></td></tr><tr><td>Total Dividends</td><td>$3,034.00</td><td>$101,408.00</td></tr><tr><td><b>Total Inflation-Adjusted Dividends</b></td><td><b>$1,657.92</b></td><td><b>$55,414.21</b></td></tr><tr><td><b>Annualized Income Growth Rate</b></td><td><b>3.31%</b></td><td><b>27.96%</b></td></tr><tr><td>Total Income/Initial Investment %</td><td>3.034</td><td>101.408</td></tr><tr><td>Inflation-Adjusted Income/Initial Investment %</td><td>1.657923497</td><td>55.41420765</td></tr><tr><td><b>More Inflation-Adjusted Income Than Altria</b></td><td><b>NA</b></td><td><b>33.4</b></td></tr><tr><td><b>Starting Yield</b></td><td><b>3.80%</b></td><td><b>4.10%</b></td></tr><tr><td>Today&#39;s Annual Dividend Return On Your Starting Investment (Yield On Cost)</td><td>8.30%</td><td>1523.50%</td></tr><tr><td><b>2022 Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)</b></td><td><b>4.54%</b></td><td><b>832.51%</b></td></tr></tbody></table><p><i>(Source: Portfolio Visualizer Premium) MO&#39;s dividend growth is low because of the 2007 and 2008 spin-offs. </i></p><p>Had you bought both AMZN and MO back in 1997, reinvested dividends, and rebalanced annually, today you&#39;ve received 33X more inflation-adjusted income over the last 24 years.</p><p>28% annual income growth means a 208X higher inflation-adjusted yield on cost.</p><p>Income growth over time tends to track total returns, so you want to make sure that you&#39;re dividend portfolio is likely to generate strong returns. Not just to keep up with inflation (2.3% long-term according to the bond market).</p><p>You want your standard of living to keep rising in retirement, no matter how long you live.</p><p>And that&#39;s where growth stocks like QCOM and NVDA can help.</p><p>Several members have asked for an update on those chip titans and after carefully examining both companies most recent fundamentals I have come to a surprising conclusion.</p><p>At the moment, Nvidia is the far better chip dividend stock to buy, for anyone looking to maximize long-term income. Let me show you why.</p><h2>Qualcomm: A Wonderful World-Beater Facing A Slower Growth Future</h2><p></p><p><img src=\"https://static.tigerbbs.com/67fe0662e4bfe81da07f04ec434355c1\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>Chip makers are up 26% in the last month, though that&#39;s only after getting crushed in a ferocious bear market.</p><p><img src=\"https://static.tigerbbs.com/79d69773b50a5e03a69596f13a83839f\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Nvidia fell as much as 63% in this bear market (so far). That&#39;s its 3rd worst bear market in history.</p><p></p><p><img src=\"https://static.tigerbbs.com/9d99f60aeb036e67477e9669c4db6f92\" tg-width=\"640\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>QCOM has fallen as much as 37% in this bear market, also it&#39;s 3rd worst bear market.</p><blockquote>Smartphone Weakness Finally Catches Up to Qualcomm As Inventories Build</blockquote><blockquote>Qualcomm’s guidance includes an estimated negative impact of about $2 billion in revenue due to weaker demand, foreign exchange headwinds, and excess inventories.&#34; - Morningstar</blockquote><p>One year ago, chip makers were the darlings of Wall Street. The Pandemic supply chain disruptions caused a chip shortage, while record $30 trillion in global stimulus caused a boom in demand for physical goods. Many of which require computer chips.</p><p>Some in the industry were even talking about a permanent industry shift, from cyclical boom and bust cycles, to a world in which chip makers could deliver steady, tech utility like secular growth.</p><p>Well, scratch that idea. It turns out chips are still a cyclical industry and smartphone demand is falling rapidly as the global economy weakens.</p><ul><li><h3>Samsung’s profit drops by more than 30% on weakening memory chip demand</h3></li></ul><blockquote>Qualcomm said it expects its mobile-phone handset business to fall In &#34;a low double-digit percentage range&#34; this year from last year. The company had earlier forecast a &#34;mid-single-digit percentage decline&#34; from 2021.&#34; - Seeking Alpha</blockquote><p>As early as Q2 QCOM&#39;s sales were soaring 36% on the back of strong smartphone demand.</p><p>Now they are expected to decline and so are earnings.</p><p><img src=\"https://static.tigerbbs.com/ce66de408aab5b717a5b2bb68b0810e5\" tg-width=\"640\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>After exploding higher during the pandemic, QCOM&#39;s earnings are expected to:</p><ul><li>fall 8% in 2023</li><li>grow 11% in 2024</li><li>2% EPS growth from 2022 to 2024.</li></ul><p>QCOM&#39;s licensing business, which generates incredible 73% operating margins, isn&#39;t expected to grow in the future, though its 263,708 patents are still expected to mint free cash flow for years to come.</p><p>At least in the short-term analysts growth outlooks have dimmed for QCOM which is now expected to grow around 8% over the long-term, after we get past the 2023 recession.</p><p><img src=\"https://static.tigerbbs.com/ac98516ffd9c404ce1f26b009c14b7be\" tg-width=\"165\" tg-height=\"230\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet<img src=\"https://static.tigerbbs.com/6bfc4e00ba39fff6f4d44310dcc87e53\" tg-width=\"161\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p><img src=\"https://static.tigerbbs.com/53aa912a1d243b464b584069d100822f\" tg-width=\"154\" tg-height=\"223\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet<img src=\"https://static.tigerbbs.com/a5085ebb2648b58f1f0759749655f78d\" tg-width=\"151\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p>Is QCOM likely to actually grow at 8% over time? Which would make the total return outlook rather uninspiring?</p><table><colgroup></colgroup><tbody><tr><td>Investment Strategy</td><td>Yield</td><td>LT Consensus Growth</td><td>LT Consensus Total Return Potential</td><td>Long-Term Risk-Adjusted Expected Return</td><td>Long-Term Inflation And Risk-Adjusted Expected Returns</td><td>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</td><td><p>10-Year Inflation And Risk-Adjusted Expected Return</p></td></tr><tr><td>Nasdaq</td><td>0.8%</td><td>11.8%</td><td>12.6%</td><td>8.8%</td><td>6.5%</td><td>11.0</td><td>1.88</td></tr><tr><td><a href=\"https://laohu8.com/S/SCHD\">Schwab US Dividend Equity ETF</a></td><td>3.6%</td><td>8.5%</td><td>12.1%</td><td>8.4%</td><td>6.1%</td><td>11.8</td><td>1.81</td></tr><tr><td>Dividend Aristocrats</td><td>2.6%</td><td>8.5%</td><td>11.1%</td><td>7.8%</td><td>5.4%</td><td>13.2</td><td>1.70</td></tr><tr><td>S&amp;P 500</td><td>1.8%</td><td>8.5%</td><td>10.3%</td><td>7.2%</td><td>4.9%</td><td>14.8</td><td>1.61</td></tr><tr><td><b>Qualcomm</b></td><td><b>2.4%</b></td><td><b>7.8%</b></td><td><b>10.2%</b></td><td><b>7.1%</b></td><td><b>4.8%</b></td><td><b>15.0</b></td><td><b>1.60</b></td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>If analysts are right, then QCOM might merely match the market going forward.</p><p>But I don&#39;t actually expect QCOM to grow at just 8% in the future, and here are two reasons why.</p><p></p><p><img src=\"https://static.tigerbbs.com/30bdacaec1f98fc2eb5d92a3eb153e11\" tg-width=\"640\" tg-height=\"159\" referrerpolicy=\"no-referrer\"/></p><p>Investor presentation</p><p>QCOM&#39;s addressable market is expected to grow from $100 billion per year (43% market share) to $700 billion in the next decade. QCOM is diversifying into cloud computing, driverless cars, and the internet of things or IOT.</p><p>This makes me think that the recent decline in growth outlook is due to the recent cyclical downturn, which often happens with chip makers.</p><p><img src=\"https://static.tigerbbs.com/9747d6d688ce9297cc0103ae347c27e2\" tg-width=\"640\" tg-height=\"453\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>However, in the short-term QCOM investors are going to have to be patient, because the recent face-ripping rally has reduced the total return potential for the next few years.</p><p><img src=\"https://static.tigerbbs.com/befa76d7c9d62162913273291a116352\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>QCOM has rallied 21% off its November 3rd lows, and combined with a weak global growth outlook for 2023, means that short-term growth prospects are rather weak.</p><p>But that doesn&#39;t mean that QCOM isn&#39;t a potentially attractive buy.</p><ul><li>fair value: $163.92</li><li>current price: $126.02</li><li><b>discount to fair value: 23%</b></li><li><b>DK rating: potentially strong buy.</b></li></ul><p></p><p><img src=\"https://static.tigerbbs.com/5d424fe27b124f6e474c19d42ac832ae\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>QCOM is trading at 11.4X consensus trough earnings, and just 9.3X cash-adjusted trough earnings.</p><p>That means it&#39;s pricing in approximately 1.6% CAGR long-term growth, far below the 7.8% analysts currently expect.</p><h4><b>Qualcomm 2024 Consensus Return Potential </b></h4><p></p><p><img src=\"https://static.tigerbbs.com/9077fd745b5fe7442c68b30862a3eaa2\" tg-width=\"640\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p>Which means that if QCOM grows as expected and returns to historical market-determined fair value it could deliver Buffett-like 19% annual returns over the next three years.</p><ul><li>about 2X the S&amp;P consensus</li></ul><h4><b>Qualcomm 2028 Consensus Return Potential</b></h4><p><img src=\"https://static.tigerbbs.com/0558e4ce2c146ab3b7ce7239e041cd2d\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p>Even with just 3.5% annual EPS growth expected through 2028, QCOM could more than double your money, delivering 14% annual returns, about 2X the S&amp;P consensus.</p><p>Or to put another way, if you buy QCOM today, you get an Ultra-SWAN quality dividend growth powerhouse, that could more than double your money as we wait to see if QCOM&#39;s growth outlook improves in the future.</p><p></p><p><img src=\"https://static.tigerbbs.com/3196bed203f1ac1f0e409a8c19f29a3f\" tg-width=\"640\" tg-height=\"94\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FActSet</p><p>QCOM has been paying a dividend for 19 consecutive years, and raised it every year. The dividend growth rate has been a stellar 20% annually and its delivered close to 14% annual returns.</p><ul><li>the current five year consensus return forecast.</li></ul><p>I think long-term QCOM should be able to continue delivering 13% to 14% long-term returns, which makes it worth buying today, or at least holding it if you already own it.</p><ul><li>13% to 14% long-term returns is better than SCHD, the S&amp;P, dividend aristocrats, and the Nasdaq.</li></ul><h4>Qualcomm Investment Decision Score</h4><p><img src=\"https://static.tigerbbs.com/4e9bd4292ef2e7e5731cd633b4998777\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/></p><p>DK<img src=\"https://static.tigerbbs.com/37f29c106559f4ad320cb69a3c28da63\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p>QCOM might not be a table-pounding buy compared to the S&amp;P 500, but it&#39;s still a satisfactory one that&#39;s offering:</p><ul><li>superior and safer yield</li><li>a faster-growing dividend</li><li>better medium-term total returns</li><li>66% better risk-adjusted expected returns</li><li>30% higher income potential over the next five years than the S&amp;P</li></ul><h2>NVIDIA: A Chip Specialist Facing A Cyclical Downturn But Whose Hyper-Growth Outlook Remains Intact</h2><p>NVDA fell off a cliff when the Biden Administration announced export controls on chips to China.</p><p>Fortunately the company adapted quickly and has already announced new export control compliant chips.</p><p><img src=\"https://static.tigerbbs.com/e9acc1f5a652b10b06cb686a4f3128c0\" tg-width=\"640\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>News like that, along with the overall &#34;risk on&#34; sentiment in stocks, has helped drive NVDA up 44% in recent weeks.</p><p>This isn&#39;t surprising given that NVDA is a very volatile stock, historically 2.2X more volatile than the S&amp;P 500.</p><h4>Nvidia Rolling Returns Since Feb 1999 IPO</h4><p><img src=\"https://static.tigerbbs.com/3d3defbbc0997112ddbde7a6f2bca1a0\" tg-width=\"640\" tg-height=\"150\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Gut churning volatility cuts both ways, with 90% crashes followed by 751% one year rallies.</p><p>From bear market lows NVDA is capable of:</p><ul><li>140% annual returns for 3 years = 13.8X in 3 years</li><li>89% annual returns for five years = 24.1X in five years</li><li>81% annual returns for seven years = 64.9X in seven years</li><li>47% annual returns for 10 years = 92.4X in 10 years</li><li>34% annual returns for 15 years = 77.1X in 15 years.</li></ul><p>The question investors need answered today, is what does NVDA&#39;s long-term outlook like now that the U.S. and China are in an economic cold war?</p><blockquote>Nvidia&#39;s Data Center Business Drives the Firm&#39;s Wide Moat Rating</blockquote><blockquote>Nvidia is the top designer of discrete graphics processing units that enhance the visual experience on computing platforms. The firm&#39;s chips are used in a variety of end markets, including high-end PCs for gaming and data centers.&#34; - Morningstar</blockquote><p>NVDA might have started out focused on gaming PCs, but it&#39;s now at the forefront of some of the world&#39;s best secular growth trends.</p><ul><li>cloud computing</li><li>AI</li><li>driverless cars</li><li>automation.</li></ul><p><img src=\"https://static.tigerbbs.com/dc6801dafd36eaa41110bce2bee51efb\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/></p><p>investor presentation</p><p>Management estimates NVDA&#39;s total addressable market is $1 trillion per year (2.7% market share) and those markets are the backbone of the entire $100 trillion global economy.</p><blockquote>The acquisition of Mellanox has helped diversify Nvidia’s end-market exposure, and we suspect the firm will derive over half of revenue from the data center segment going forward, which should help mitigate some of the volatility Nvidia has faced in its gaming and cryptocurrency mining-related sales over the past few years.&#34; - Morningstar</blockquote><p>NVDA has been diversifying away from gaming for years, and Morningstar thinks they could soon get over 50% of sales from datacenters, a far more stable business.</p><p><img src=\"https://static.tigerbbs.com/d6d8a7f017af371ef6cc2091c3cce253\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>Analysts are even more bullish on the datacenter business, expecting it to triple in the next five years.</p><ul><li>25% annual growth rate.</li></ul><p>By 2027 analysts think 73% of NVDA&#39;s sales will be coming from datacenters.</p><p>Why? Because datacenters are enterprise and big businesses don&#39;t mind spending millions on the best hardware if it saves them money in the long-term.</p><p>What kind of businesses are NVDA&#39;s datacenter customers?</p><p><img src=\"https://static.tigerbbs.com/19525a0bcbf34d91c2eab5c4b5987e45\" tg-width=\"518\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/></p><p>investor presentation</p><p>NVDA&#39;s datacenter customers have deep pockets and are expected to help drive incredible long-term growth. How incredible?</p><p></p><p><img src=\"https://static.tigerbbs.com/117a0f71158d9a01f27455ae2f8895f5\" tg-width=\"640\" tg-height=\"204\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>How about tripling earnings in five years, and 18% long-term earnings growth?</p><ul><li>20% to 78% CAGR growth over the last 20 years.</li></ul><p>Given NVDA&#39;s massive $1 trillion addressable market, and dominance in advanced GPUs (the &#34;super chips&#34; that drive the future) I consider 18% long-term growth a reasonable estimate from all 46 analysts who cover it.</p><p>What does that potentially mean for investors?</p><table><colgroup></colgroup><tbody><tr><td>Investment Strategy</td><td>Yield</td><td>LT Consensus Growth</td><td>LT Consensus Total Return Potential</td><td>Long-Term Risk-Adjusted Expected Return</td><td>Long-Term Inflation And Risk-Adjusted Expected Returns</td><td>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</td><td><p>10-Year Inflation And Risk-Adjusted Expected Return</p></td></tr><tr><td><b>Nvidia</b></td><td><b>0.1%</b></td><td><b>17.7%</b></td><td><b>17.8%</b></td><td><b>12.5%</b></td><td><b>10.1%</b></td><td><b>7.1</b></td><td><b>2.62</b></td></tr><tr><td>Nasdaq</td><td>0.8%</td><td>11.8%</td><td>12.6%</td><td>8.8%</td><td>6.5%</td><td>11.0</td><td>1.88</td></tr><tr><td>Schwab US Dividend Equity ETF</td><td>3.6%</td><td>8.5%</td><td>12.1%</td><td>8.4%</td><td>6.1%</td><td>11.8</td><td>1.81</td></tr><tr><td>Dividend Aristocrats</td><td>2.6%</td><td>8.5%</td><td>11.1%</td><td>7.8%</td><td>5.4%</td><td>13.2</td><td>1.70</td></tr><tr><td>S&amp;P 500</td><td>1.8%</td><td>8.5%</td><td>10.3%</td><td>7.2%</td><td>4.9%</td><td>14.8</td><td>1.61</td></tr><tr><td><b>Qualcomm</b></td><td><b>2.4%</b></td><td><b>7.8%</b></td><td><b>10.2%</b></td><td><b>7.1%</b></td><td><b>4.8%</b></td><td><b>15.0</b></td><td><b>1.60</b></td></tr></tbody></table><p><i>(Sources: DK Research Terminal, FactSet, Morningstar, Ycharts)</i></p><p>Analysts expect Buffett-like 18% long-term returns from NVDA, not much bellow its 22% CAGR rolling 15-year returns since 1999.</p><p>In other words:</p><ul><li>QCOM is struggling with several slow years of growth due to cyclical headwinds</li><li>NVDA&#39;s growth engine is firing on all cylinders thanks to its dominance of super chip GPUs driving the future of the world economy</li></ul><p>OK, so NVDA is the best chip stock right? And clearly better than QCOM? Not necessarily.</p><h2>The Biggest Problem Income Investors Will Have With Nvidia</h2><p>What is there to not love about NVDA? Is it the balance sheet?</p><ul><li>A stable credit rating from S&amp;P = 0.66% 30-year bankruptcy risk</li><li>$11 billion in net cash on the balance sheet</li><li>$6.6 billion in annual free cash flow.</li></ul><p>No, NVDA&#39;s balanced sheet is a fortress and it&#39;s a free cash flow minting machine.</p><p>No, the biggest issue about NVDA is how stingy management is with the dividend.</p><p></p><p><img src=\"https://static.tigerbbs.com/aaab450b786d3fc8033addc276f49980\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p>NVDA&#39;s overall dividend growth rate is expectational, 27% CAGR since it began paying on in 2013. And its 52% CAGR annual total returns over that time period put even Amazon (AMZN) to shame.</p><p>But note how the dividend growth rate began slowing in 2018 and it hasn&#39;t raised its dividend for two years. The free cash flow (&#34;FCF&#34;) payout ratio has fallen to 5%, 1/10th the credit rating safety guideline for this industry.</p><p>NVDA&#39;s dividend yield is 0.1% and even if management were to take the payout ratio to the 50% safety guideline it would be just 1%, far below other world-beater blue-chip dividend chip stocks.</p><ul><li>Broadcom (AVGO): 3.2%</li><li>Texas Instruments (TXN): 2.8%</li><li>Qualcomm: 2.4%.</li></ul><p><img src=\"https://static.tigerbbs.com/3ed8059fb756ebb0208f4a9255da8fcf\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>Value investors might also be uncomfortable with a company trading at 38X forward earnings.</p><ul><li>cash-adjusted P/E is 29X</li></ul><p>What is NVDA&#39;s fair value?</p><ul><li>NVDA fair value: $136.39</li><li>current price: $160.55</li><li>discount to fair value: -18%</li><li>DK rating: hold.</li></ul><p>NVDA&#39;s 45% rally in recent weeks meant the margin of safety went from 21% to -18%.</p><p>Today NVDA is at a premium price that means a lot of downside risk for one of the most volatile world-beater tech blue-chips in the world.</p><p>If the 2023 recession causes earnings estimates to come down in the coming quarters? Then NVDA could suffer a sharp decline like these.</p><h4>Nvidia In The 2022 Bear Market</h4><p></p><p><img src=\"https://static.tigerbbs.com/1fb0d9fdc2e84efd099a075dc786d759\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In the past year alone NVDA has suffered double-digit monthly declines no less than six times, including 32% crash in April.</p><h4>Nvidia In The Pandemic</h4><p></p><p><img src=\"https://static.tigerbbs.com/9a5e4c84cd9a33c4eb1344645e4d9e02\" tg-width=\"640\" tg-height=\"113\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Nvidia held up well in the Pandemic, as did most tech stocks.</p><ul><li>The Nasdaq 100 fell just 12% while the S&amp;P fell 34%.</li></ul><p>But NVDA&#39;s crashes are the stuff of legend, and anyone owning it should be prepared for truly gut-wrenching volatility in the future. What kind of volatility?</p><h4>Nvidia In The 2018 Bear Market</h4><p><img src=\"https://static.tigerbbs.com/35a727821abe6d4024c68205c4a25cc4\" tg-width=\"640\" tg-height=\"149\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Imagine a stock you own falls 25% in a month, then 22% the next month, and then another 18% the following month.</p><p>That&#39;s what happened in the 2018 bear market.</p><ul><li>53% decline in 3 months</li><li>S&amp;P fell 21%.</li></ul><p>And that was just the 4th largest bear market in NVDA&#39;s history.</p><ul><li>it&#39;s suffered six 40+% crashes in the last 23 years</li><li>averaging once every four years.</li></ul><h4>Nvidia In The 2011 Bear Market</h4><p></p><p><img src=\"https://static.tigerbbs.com/2451a52de33e3efbd62756ec8aae19d2\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Compared to some its crashes, the 2011 bear market decline of 38% was relatively tame.</p><h4>Nvidia In The Great Recession</h4><p><img src=\"https://static.tigerbbs.com/4be365a32a8f24d156b47fe1ce741ea2\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>NVDA dell 80% during the Great Recession, including falling almost 40% in July 2008. It fell 54% from June to July of 2008, a level of volatility that only those who owned it in a diversified portfolio could stomach.</p><h4>Nvidia Pre-Tech Crash</h4><p></p><p><img src=\"https://static.tigerbbs.com/b85abd332be6f5f0eee3a6ed3ed98348\" tg-width=\"640\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Even before the tech crash of 2000 to 2002, NVDA was capable of falling 32% in a single month.</p><h4>Nvidia During The Tech Crash</h4><p></p><p><img src=\"https://static.tigerbbs.com/f482c390124c7ab2212d687c4ad53ccf\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium<img src=\"https://static.tigerbbs.com/34faa537584a4beab097d4a2e14c2f34\" tg-width=\"640\" tg-height=\"301\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>If you think a 45% one month rally means NVDA is out of the woods, you&#39;re wrong.</p><p>During the Tech Crash NVDA had nine 20+% single month rallies.</p><p>That includes nearly tripling from October 2001 to December 2001.</p><p>NVDA then proceeded to fall nine straight months, a total of 87%, including getting cut in half in June 2002.</p><ul><li>after already falling 50% in the previous five months</li><li>and then it fell another 50% before bottoming in September of 2022.</li></ul><p>So what if you buy NVDA today? At a 17% historical premium? Will you regret it? That depends on your time horizon. Over the next few months? Probably you&#39;re in for a wild wide...to the downside.</p><ul><li>2023 recession is expected to cause the market to bottom at 3,000 to 3,400 between Q1 of 2023 and Q4 of 2024.</li></ul><p>But in the medium-term and long-term?</p><h4>Nvidia 2025 Consensus Total Return Potential</h4><p></p><p><img src=\"https://static.tigerbbs.com/d1c252be18bc5c5c6ab04785c41297a7\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>(Source: FAST Graphs, FactSet)</p><p>NVDA&#39;s P/E peaked in the Pandemic bubble at 82X, compared to a historical market-determined fair value of 32.</p><p>It&#39;s 60% collapse brought it back to historical fair value and then it rallied 45% and became 18% overvalued. Despite strong growth in 2024 and 2025, it&#39;s consensus return potential is effectively zero.</p><h4>NVIDIA 2028 Consensus Total Return Potential</h4><p></p><p><img src=\"https://static.tigerbbs.com/33eed1944ddaef0cf8144129739a81a7\" tg-width=\"640\" tg-height=\"298\" referrerpolicy=\"no-referrer\"/></p><p>(Source: FAST Graphs, FactSet)</p><p>NVDA&#39;s growth rate is so strong that it might almost double even from today&#39;s 18% historical premium.</p><ul><li>approximately 2X the S&amp;P consensus.</li></ul><p>But if those estimates come down then NVDA investors could be in for a rough and highly volatile few years.</p><h4>Nvidia Investment Decision Score</h4><p></p><p><img src=\"https://static.tigerbbs.com/4e9bd4292ef2e7e5731cd633b4998777\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/></p><p>DK</p><p><img src=\"https://static.tigerbbs.com/50cbbe0e07e810009a9c363f88f22c6c\" tg-width=\"640\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p>NVDA today, even at an 18% premium, is a superior choice compared to the S&amp;P 500.</p><ul><li>higher risk-adjusted expected return than the S&amp;P over the next five years</li><li>80% higher long-term annual return potential</li></ul><h2>Bottom Line: Nvidia Is The Far Better Growth Stock But Qualcomm Is The Far Better Buy Today</h2><p>When it comes to maximizing safe long-term income, combining hyper-growth with high-yield is the single best strategy.</p><p>And that&#39;s why blue-chip income investors love companies like QCOM and NVDA, which can turbocharge their long-term income growth rates.</p><ul><li>SCHD delivered 15% annual income growth over the last decade</li><li>SCHD, QQQ, MO, ENB, QCOM, and NVDA delivered 28% CAGR</li><li>and 50% more overall inflation-adjusted income.</li></ul><p>And when it comes to the issue of which chip titan is the better growth stock, it looks like NVDA is the hands down winner.</p><ul><li>a 10X bigger addressable market today (though QCOM is planning to catch up 70% of the way within a decade)</li><li>2x the median growth consensus</li><li>historically 7% higher annual returns.</li></ul><p>So you might think that NVDA is the hands down winner here. But remember that valuation matters, and it matters a lot.</p><ul><li>QCOM is 20% historically undervalued</li><li>NVDA is almost 20% historically overvalued.</li></ul><p>Given that NVDA is one of the most volatile companies on earth, capable of rising or falling 60% in a single month, knowingly overpaying for it is just asking for extreme portfolio short-term pain.</p><p>If you own NVDA today, as I do? I don&#39;t recommend selling it. Not when you&#39;ve potentially locked in Buffett-like 18% CAGR long-term returns and its growth engines are firing on all cylinders.</p><p>But for new money today? QCOM is the far better option, and could more than double in the next five years.</p><p>Even if QCOM&#39;s growth outlook never recovers from its current 8%, paying 9.4X cash-adjusted earnings gives you a very nice margin of safety.</p><p>One that means anyone buying QCOM today is likely to be pleased in 5+ years, and possibly feel like a stock market genius in 10+ years.</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>Qualcomm Vs. Nvidia: The Better Buy Might Shock You</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\">\nQualcomm Vs. Nvidia: The Better Buy Might Shock You\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 12:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558697-qualcomm-vs-nvidia-the-better-buy-might-shock-you><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Do you dream of retiring in comfort or even splendor? Who doesn't?!Do you wish your retirement standard of living could be 100% free from the market's crazy gyrations? I know I do.Does the idea of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558697-qualcomm-vs-nvidia-the-better-buy-might-shock-you\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4558697-qualcomm-vs-nvidia-the-better-buy-might-shock-you","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284038371","content_text":"Do you dream of retiring in comfort or even splendor? Who doesn't?!Do you wish your retirement standard of living could be 100% free from the market's crazy gyrations? I know I do.Does the idea of being able to count on steadily growing income in all market, economic, inflation, and interest rate conditions, sound appealing? It does to me.Well then blue-chip dividend investing might be just what you're looking for.When you hear \"dividend investing\" you probably think of boring, mature, and stable businesses like Altria (MO), Verizon (VZ) or Pepsi (PEP).And while those are indeed wonderful ways to earn generous, very safe, and steadily growing income today, if you want to maximize long-term retirement income there is no better way than combining high-yield and fast-growth.Why? Let's consider the examples of two fast-growing dividend chip stocks, QUALCOMM Incorporated (NASDAQ:QCOM) and NVIDIA Corporation (NASDAQ:NVDA).Let's see what happens when we combine high-yield with fast-growth.Historical Total Returns Since 2011Portfolio Visualizer PremiumCombining the world's best high-yield and growth exchange-traded funds (\"ETFs\") with the growth and ultra-yield blue-chips created a far better performing portfolio over the last 11 years.Portfolio Visualizer PremiumBut more importantly for income investors, it also delivered superior income over time.Income Growth Rich Retirement Dreams Are Made OfPortfolio Visualizer PremiumCumulative Dividends Since 2012: Per $1,000 Initial InvestmentMetricS&P 500SCHDSCHD, QQQ, ENB, MO, NVDA, QCOMTotal Dividends$471$785$1,177Total Inflation-Adjusted Dividends$359.54$599.24$898.47Annualized Income Growth Rate9.0%15.3%27.9%Total Income/Initial Investment %0.470.791.18Inflation-Adjusted Income/Initial Investment %0.360.600.90More Inflation-Adjusted Income Than S&PNA1.672.50Starting Yield2.5%3.2%2.7%Today's Annual Dividend Return On Your Starting Investment (Yield On Cost)5.9%13.3%31.7%2022 Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)4.5%10.2%24.2%(Source: Portfolio Visualizer Premium)By combining yield and growth over the last 10 year income investors have enjoyed 28% annual income growth, 2X better than Schwab U.S. Dividend Equity ETF (SCHD), and 3X better than the S&P 500 (SP500).They've gotten back 90% of their initial investment in inflation-adjusted dividends, and enjoyed 2.5X more income than the S&P 500 and 50% more income than SCHD alone.And for every $1 invested in 2011 they are now getting $.24 in annual inflation-adjusted dividends, and that's growing exponentially each year.SCHD investors are getting $0.1 in annual income per $1 investmentS&P 500 investors $0.05.Ok, so that's fine for those with 10+ years to invest, but surely retirees should stick to high-yield only right? WRONG!Unless you expect to drop dead in 10 years let's not forget that retirements last a long time.Hamilton Project22% of U.S. men can expect to live to 90 and 34% of woman.In other words, even if you're already retired chances are very good that you have a 10+ year, or even 30 to 40 year time horizon.And that's where the power of fast dividend compounding really shines.How powerful is hyper-dividend compounding over 35 years?MO + LOW Cumulative Dividends Since 1985 Per $1,000 Initial Investment MetricAltriaLowe'sAltria + Lowe'sTotal Dividends$282,584$37,611$286,519Total Inflation-Adjusted Dividends$100,563.70$13,384.70$101,964.06Annualized Income Growth Rate18.8%18.2%21.7%Total Income/Initial Investment %282.5837.61286.52Inflation-Adjusted Income/Initial Investment %100.5613.38101.96More Inflation-Adjusted Income Than AltriaNA0.131.01Starting Yield4.8%1.4%3.0%Today's Annual Dividend Return On Your Starting Investment (Yield On Cost)2774.0%682.5%4350.4%Today's Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)987.2%242.9%1548.2%(Source: Portfolio Visualizer Premium)You can enjoy 100X your initial investment in inflation-adjusted income and achieve truly mind boggling income by combining ultra-yield with hyper-dividend growth.And guess what? Combining yield + hyper-growth, even without dividends can be even more powerful.MO + AMZN Cumulative Dividends Since 1998 Per $1,000 Initial Investment MetricAltriaAltria + AmazonTotal Dividends$3,034.00$101,408.00Total Inflation-Adjusted Dividends$1,657.92$55,414.21Annualized Income Growth Rate3.31%27.96%Total Income/Initial Investment %3.034101.408Inflation-Adjusted Income/Initial Investment %1.65792349755.41420765More Inflation-Adjusted Income Than AltriaNA33.4Starting Yield3.80%4.10%Today's Annual Dividend Return On Your Starting Investment (Yield On Cost)8.30%1523.50%2022 Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)4.54%832.51%(Source: Portfolio Visualizer Premium) MO's dividend growth is low because of the 2007 and 2008 spin-offs. Had you bought both AMZN and MO back in 1997, reinvested dividends, and rebalanced annually, today you've received 33X more inflation-adjusted income over the last 24 years.28% annual income growth means a 208X higher inflation-adjusted yield on cost.Income growth over time tends to track total returns, so you want to make sure that you're dividend portfolio is likely to generate strong returns. Not just to keep up with inflation (2.3% long-term according to the bond market).You want your standard of living to keep rising in retirement, no matter how long you live.And that's where growth stocks like QCOM and NVDA can help.Several members have asked for an update on those chip titans and after carefully examining both companies most recent fundamentals I have come to a surprising conclusion.At the moment, Nvidia is the far better chip dividend stock to buy, for anyone looking to maximize long-term income. Let me show you why.Qualcomm: A Wonderful World-Beater Facing A Slower Growth FutureYchartsChip makers are up 26% in the last month, though that's only after getting crushed in a ferocious bear market.Portfolio Visualizer PremiumNvidia fell as much as 63% in this bear market (so far). That's its 3rd worst bear market in history.Portfolio Visualizer PremiumQCOM has fallen as much as 37% in this bear market, also it's 3rd worst bear market.Smartphone Weakness Finally Catches Up to Qualcomm As Inventories BuildQualcomm’s guidance includes an estimated negative impact of about $2 billion in revenue due to weaker demand, foreign exchange headwinds, and excess inventories.\" - MorningstarOne year ago, chip makers were the darlings of Wall Street. The Pandemic supply chain disruptions caused a chip shortage, while record $30 trillion in global stimulus caused a boom in demand for physical goods. Many of which require computer chips.Some in the industry were even talking about a permanent industry shift, from cyclical boom and bust cycles, to a world in which chip makers could deliver steady, tech utility like secular growth.Well, scratch that idea. It turns out chips are still a cyclical industry and smartphone demand is falling rapidly as the global economy weakens.Samsung’s profit drops by more than 30% on weakening memory chip demandQualcomm said it expects its mobile-phone handset business to fall In \"a low double-digit percentage range\" this year from last year. The company had earlier forecast a \"mid-single-digit percentage decline\" from 2021.\" - Seeking AlphaAs early as Q2 QCOM's sales were soaring 36% on the back of strong smartphone demand.Now they are expected to decline and so are earnings.FactSet Research TerminalAfter exploding higher during the pandemic, QCOM's earnings are expected to:fall 8% in 2023grow 11% in 20242% EPS growth from 2022 to 2024.QCOM's licensing business, which generates incredible 73% operating margins, isn't expected to grow in the future, though its 263,708 patents are still expected to mint free cash flow for years to come.At least in the short-term analysts growth outlooks have dimmed for QCOM which is now expected to grow around 8% over the long-term, after we get past the 2023 recession.FAST Graphs, FactSetFAST Graphs, FactSetFAST Graphs, FactSetFAST Graphs, FactSetIs QCOM likely to actually grow at 8% over time? Which would make the total return outlook rather uninspiring?Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10-Year Inflation And Risk-Adjusted Expected ReturnNasdaq0.8%11.8%12.6%8.8%6.5%11.01.88Schwab US Dividend Equity ETF3.6%8.5%12.1%8.4%6.1%11.81.81Dividend Aristocrats2.6%8.5%11.1%7.8%5.4%13.21.70S&P 5001.8%8.5%10.3%7.2%4.9%14.81.61Qualcomm2.4%7.8%10.2%7.1%4.8%15.01.60(Source: DK Research Terminal, FactSet)If analysts are right, then QCOM might merely match the market going forward.But I don't actually expect QCOM to grow at just 8% in the future, and here are two reasons why.Investor presentationQCOM's addressable market is expected to grow from $100 billion per year (43% market share) to $700 billion in the next decade. QCOM is diversifying into cloud computing, driverless cars, and the internet of things or IOT.This makes me think that the recent decline in growth outlook is due to the recent cyclical downturn, which often happens with chip makers.YchartsHowever, in the short-term QCOM investors are going to have to be patient, because the recent face-ripping rally has reduced the total return potential for the next few years.YchartsQCOM has rallied 21% off its November 3rd lows, and combined with a weak global growth outlook for 2023, means that short-term growth prospects are rather weak.But that doesn't mean that QCOM isn't a potentially attractive buy.fair value: $163.92current price: $126.02discount to fair value: 23%DK rating: potentially strong buy.FactSet Research TerminalQCOM is trading at 11.4X consensus trough earnings, and just 9.3X cash-adjusted trough earnings.That means it's pricing in approximately 1.6% CAGR long-term growth, far below the 7.8% analysts currently expect.Qualcomm 2024 Consensus Return Potential FAST Graphs, FactSetWhich means that if QCOM grows as expected and returns to historical market-determined fair value it could deliver Buffett-like 19% annual returns over the next three years.about 2X the S&P consensusQualcomm 2028 Consensus Return PotentialFAST Graphs, FactSetEven with just 3.5% annual EPS growth expected through 2028, QCOM could more than double your money, delivering 14% annual returns, about 2X the S&P consensus.Or to put another way, if you buy QCOM today, you get an Ultra-SWAN quality dividend growth powerhouse, that could more than double your money as we wait to see if QCOM's growth outlook improves in the future.FAST Graphs, FActSetQCOM has been paying a dividend for 19 consecutive years, and raised it every year. The dividend growth rate has been a stellar 20% annually and its delivered close to 14% annual returns.the current five year consensus return forecast.I think long-term QCOM should be able to continue delivering 13% to 14% long-term returns, which makes it worth buying today, or at least holding it if you already own it.13% to 14% long-term returns is better than SCHD, the S&P, dividend aristocrats, and the Nasdaq.Qualcomm Investment Decision ScoreDKDividend Kings Automated Investment Decision ToolQCOM might not be a table-pounding buy compared to the S&P 500, but it's still a satisfactory one that's offering:superior and safer yielda faster-growing dividendbetter medium-term total returns66% better risk-adjusted expected returns30% higher income potential over the next five years than the S&PNVIDIA: A Chip Specialist Facing A Cyclical Downturn But Whose Hyper-Growth Outlook Remains IntactNVDA fell off a cliff when the Biden Administration announced export controls on chips to China.Fortunately the company adapted quickly and has already announced new export control compliant chips.YchartsNews like that, along with the overall \"risk on\" sentiment in stocks, has helped drive NVDA up 44% in recent weeks.This isn't surprising given that NVDA is a very volatile stock, historically 2.2X more volatile than the S&P 500.Nvidia Rolling Returns Since Feb 1999 IPOPortfolio Visualizer PremiumGut churning volatility cuts both ways, with 90% crashes followed by 751% one year rallies.From bear market lows NVDA is capable of:140% annual returns for 3 years = 13.8X in 3 years89% annual returns for five years = 24.1X in five years81% annual returns for seven years = 64.9X in seven years47% annual returns for 10 years = 92.4X in 10 years34% annual returns for 15 years = 77.1X in 15 years.The question investors need answered today, is what does NVDA's long-term outlook like now that the U.S. and China are in an economic cold war?Nvidia's Data Center Business Drives the Firm's Wide Moat RatingNvidia is the top designer of discrete graphics processing units that enhance the visual experience on computing platforms. The firm's chips are used in a variety of end markets, including high-end PCs for gaming and data centers.\" - MorningstarNVDA might have started out focused on gaming PCs, but it's now at the forefront of some of the world's best secular growth trends.cloud computingAIdriverless carsautomation.investor presentationManagement estimates NVDA's total addressable market is $1 trillion per year (2.7% market share) and those markets are the backbone of the entire $100 trillion global economy.The acquisition of Mellanox has helped diversify Nvidia’s end-market exposure, and we suspect the firm will derive over half of revenue from the data center segment going forward, which should help mitigate some of the volatility Nvidia has faced in its gaming and cryptocurrency mining-related sales over the past few years.\" - MorningstarNVDA has been diversifying away from gaming for years, and Morningstar thinks they could soon get over 50% of sales from datacenters, a far more stable business.FactSet Research TerminalAnalysts are even more bullish on the datacenter business, expecting it to triple in the next five years.25% annual growth rate.By 2027 analysts think 73% of NVDA's sales will be coming from datacenters.Why? Because datacenters are enterprise and big businesses don't mind spending millions on the best hardware if it saves them money in the long-term.What kind of businesses are NVDA's datacenter customers?investor presentationNVDA's datacenter customers have deep pockets and are expected to help drive incredible long-term growth. How incredible?FactSet Research TerminalHow about tripling earnings in five years, and 18% long-term earnings growth?20% to 78% CAGR growth over the last 20 years.Given NVDA's massive $1 trillion addressable market, and dominance in advanced GPUs (the \"super chips\" that drive the future) I consider 18% long-term growth a reasonable estimate from all 46 analysts who cover it.What does that potentially mean for investors?Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10-Year Inflation And Risk-Adjusted Expected ReturnNvidia0.1%17.7%17.8%12.5%10.1%7.12.62Nasdaq0.8%11.8%12.6%8.8%6.5%11.01.88Schwab US Dividend Equity ETF3.6%8.5%12.1%8.4%6.1%11.81.81Dividend Aristocrats2.6%8.5%11.1%7.8%5.4%13.21.70S&P 5001.8%8.5%10.3%7.2%4.9%14.81.61Qualcomm2.4%7.8%10.2%7.1%4.8%15.01.60(Sources: DK Research Terminal, FactSet, Morningstar, Ycharts)Analysts expect Buffett-like 18% long-term returns from NVDA, not much bellow its 22% CAGR rolling 15-year returns since 1999.In other words:QCOM is struggling with several slow years of growth due to cyclical headwindsNVDA's growth engine is firing on all cylinders thanks to its dominance of super chip GPUs driving the future of the world economyOK, so NVDA is the best chip stock right? And clearly better than QCOM? Not necessarily.The Biggest Problem Income Investors Will Have With NvidiaWhat is there to not love about NVDA? Is it the balance sheet?A stable credit rating from S&P = 0.66% 30-year bankruptcy risk$11 billion in net cash on the balance sheet$6.6 billion in annual free cash flow.No, NVDA's balanced sheet is a fortress and it's a free cash flow minting machine.No, the biggest issue about NVDA is how stingy management is with the dividend.FAST Graphs, FactSetNVDA's overall dividend growth rate is expectational, 27% CAGR since it began paying on in 2013. And its 52% CAGR annual total returns over that time period put even Amazon (AMZN) to shame.But note how the dividend growth rate began slowing in 2018 and it hasn't raised its dividend for two years. The free cash flow (\"FCF\") payout ratio has fallen to 5%, 1/10th the credit rating safety guideline for this industry.NVDA's dividend yield is 0.1% and even if management were to take the payout ratio to the 50% safety guideline it would be just 1%, far below other world-beater blue-chip dividend chip stocks.Broadcom (AVGO): 3.2%Texas Instruments (TXN): 2.8%Qualcomm: 2.4%.FactSet Research TerminalValue investors might also be uncomfortable with a company trading at 38X forward earnings.cash-adjusted P/E is 29XWhat is NVDA's fair value?NVDA fair value: $136.39current price: $160.55discount to fair value: -18%DK rating: hold.NVDA's 45% rally in recent weeks meant the margin of safety went from 21% to -18%.Today NVDA is at a premium price that means a lot of downside risk for one of the most volatile world-beater tech blue-chips in the world.If the 2023 recession causes earnings estimates to come down in the coming quarters? Then NVDA could suffer a sharp decline like these.Nvidia In The 2022 Bear MarketPortfolio Visualizer PremiumIn the past year alone NVDA has suffered double-digit monthly declines no less than six times, including 32% crash in April.Nvidia In The PandemicPortfolio Visualizer PremiumNvidia held up well in the Pandemic, as did most tech stocks.The Nasdaq 100 fell just 12% while the S&P fell 34%.But NVDA's crashes are the stuff of legend, and anyone owning it should be prepared for truly gut-wrenching volatility in the future. What kind of volatility?Nvidia In The 2018 Bear MarketPortfolio Visualizer PremiumImagine a stock you own falls 25% in a month, then 22% the next month, and then another 18% the following month.That's what happened in the 2018 bear market.53% decline in 3 monthsS&P fell 21%.And that was just the 4th largest bear market in NVDA's history.it's suffered six 40+% crashes in the last 23 yearsaveraging once every four years.Nvidia In The 2011 Bear MarketPortfolio Visualizer PremiumCompared to some its crashes, the 2011 bear market decline of 38% was relatively tame.Nvidia In The Great RecessionPortfolio Visualizer PremiumNVDA dell 80% during the Great Recession, including falling almost 40% in July 2008. It fell 54% from June to July of 2008, a level of volatility that only those who owned it in a diversified portfolio could stomach.Nvidia Pre-Tech CrashPortfolio Visualizer PremiumEven before the tech crash of 2000 to 2002, NVDA was capable of falling 32% in a single month.Nvidia During The Tech CrashPortfolio Visualizer PremiumPortfolio Visualizer PremiumIf you think a 45% one month rally means NVDA is out of the woods, you're wrong.During the Tech Crash NVDA had nine 20+% single month rallies.That includes nearly tripling from October 2001 to December 2001.NVDA then proceeded to fall nine straight months, a total of 87%, including getting cut in half in June 2002.after already falling 50% in the previous five monthsand then it fell another 50% before bottoming in September of 2022.So what if you buy NVDA today? At a 17% historical premium? Will you regret it? That depends on your time horizon. Over the next few months? Probably you're in for a wild wide...to the downside.2023 recession is expected to cause the market to bottom at 3,000 to 3,400 between Q1 of 2023 and Q4 of 2024.But in the medium-term and long-term?Nvidia 2025 Consensus Total Return Potential(Source: FAST Graphs, FactSet)NVDA's P/E peaked in the Pandemic bubble at 82X, compared to a historical market-determined fair value of 32.It's 60% collapse brought it back to historical fair value and then it rallied 45% and became 18% overvalued. Despite strong growth in 2024 and 2025, it's consensus return potential is effectively zero.NVIDIA 2028 Consensus Total Return Potential(Source: FAST Graphs, FactSet)NVDA's growth rate is so strong that it might almost double even from today's 18% historical premium.approximately 2X the S&P consensus.But if those estimates come down then NVDA investors could be in for a rough and highly volatile few years.Nvidia Investment Decision ScoreDKDividend Kings Automated Investment Decision ToolNVDA today, even at an 18% premium, is a superior choice compared to the S&P 500.higher risk-adjusted expected return than the S&P over the next five years80% higher long-term annual return potentialBottom Line: Nvidia Is The Far Better Growth Stock But Qualcomm Is The Far Better Buy TodayWhen it comes to maximizing safe long-term income, combining hyper-growth with high-yield is the single best strategy.And that's why blue-chip income investors love companies like QCOM and NVDA, which can turbocharge their long-term income growth rates.SCHD delivered 15% annual income growth over the last decadeSCHD, QQQ, MO, ENB, QCOM, and NVDA delivered 28% CAGRand 50% more overall inflation-adjusted income.And when it comes to the issue of which chip titan is the better growth stock, it looks like NVDA is the hands down winner.a 10X bigger addressable market today (though QCOM is planning to catch up 70% of the way within a decade)2x the median growth consensushistorically 7% higher annual returns.So you might think that NVDA is the hands down winner here. But remember that valuation matters, and it matters a lot.QCOM is 20% historically undervaluedNVDA is almost 20% historically overvalued.Given that NVDA is one of the most volatile companies on earth, capable of rising or falling 60% in a single month, knowingly overpaying for it is just asking for extreme portfolio short-term pain.If you own NVDA today, as I do? I don't recommend selling it. Not when you've potentially locked in Buffett-like 18% CAGR long-term returns and its growth engines are firing on all cylinders.But for new money today? QCOM is the far better option, and could more than double in the next five years.Even if QCOM's growth outlook never recovers from its current 8%, paying 9.4X cash-adjusted earnings gives you a very nice margin of safety.One that means anyone buying QCOM today is likely to be pleased in 5+ years, and possibly feel like a stock market genius in 10+ years.","news_type":1,"symbols_score_info":{"NVDA":1,"QCOM":1}},"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961678141,"gmtCreate":1668957768584,"gmtModify":1676538131965,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584939916187250","idStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961678141","repostId":"2284595087","repostType":4,"repost":{"id":"2284595087","kind":"highlight","pubTimestamp":1668934320,"share":"https://ttm.financial/m/news/2284595087?lang=en_US&edition=fundamental","pubTime":"2022-11-20 16:52","market":"us","language":"en","title":"5 Jaw-Dropping Growth Stocks You'll Regret Not Buying on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2284595087","media":"Motley Fool","summary":"These innovative growth stocks are ripe for the picking following a peak plunge of 38% in the Nasdaq Composite.","content":"<div>\n<p>Since the beginning of 1950, the broad-based S&P 500 has endured 39 separate double-digit-percentage declines. That works out to one every 1.85 years -- and this is most certainly one of those years. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/19/nasdaq-bear-market-5-growth-stocks-regret-not-buy/\">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>5 Jaw-Dropping Growth Stocks You'll Regret Not Buying on the Dip</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\">\n5 Jaw-Dropping Growth Stocks You'll Regret Not Buying on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 16:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/19/nasdaq-bear-market-5-growth-stocks-regret-not-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since the beginning of 1950, the broad-based S&P 500 has endured 39 separate double-digit-percentage declines. That works out to one every 1.85 years -- and this is most certainly one of those years. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/19/nasdaq-bear-market-5-growth-stocks-regret-not-buy/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4085":"互动家庭娱乐","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4507":"流媒体概念","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4574":"无人驾驶","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0444971666.USD":"天利全球科技基金",".IXIC":"NASDAQ Composite","BK4561":"索罗斯持仓","GOOGL":"谷歌A","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4527":"明星科技股","LU0056508442.USD":"贝莱德世界科技基金A2","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4576":"AR","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK4535":"淡马锡持仓"},"source_url":"https://www.fool.com/investing/2022/11/19/nasdaq-bear-market-5-growth-stocks-regret-not-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284595087","content_text":"Since the beginning of 1950, the broad-based S&P 500 has endured 39 separate double-digit-percentage declines. That works out to one every 1.85 years -- and this is most certainly one of those years. Through the first six months of 2022, the S&P 500 delivered its worst return in more than a half century.And yet, things have been even worse for the technology-focused Nasdaq Composite, which was largely responsible for lifting the broader market to record highs in 2021. On a peak-to-trough basis, the Nasdaq has plunged as much as 38% since hitting its record high one year ago.But therein lies the opportunity for investors. Even though stock market corrections, and even bear markets, are a normal part of investing, so is the fact that the major indexes recoup their losses (and then some) over the long run. Eventually, the Nasdaq bear market will be nothing more than a memory.It's a particularly good time for opportunistic investors to pounce on innovative growth stocks that have been beaten down by poor market sentiment. What follows are five jaw-dropping growth stocks you'll regret not buying on the Nasdaq bear market dip.AlphabetThe first surefire stock you'll regret not buying as the Nasdaq plummets is Alphabet, the parent of streaming platform YouTube and internet search engine Google. Even with ad revenue taking a hit as the likelihood of a U.S. recession grows, Alphabet's competitive advantages stand out like a beacon for opportunistic investors.The key for Alphabet has long been its utter dominance in internet search. Based on data provided by GlobalStats, Google has accounted for 91% to 93% of worldwide search for more than two years.  This virtual monopoly leads to substantial ad-pricing power and a mountain of operating cash flow that the company can use to reinvest in other high-growth initiatives.One of these initiatives is YouTube. Easily one of the best acquisitions in history -- Google acquired YouTube in 2006 for $1.65 billion -- YouTube is the second-most-visited social media platform on the planet.  With Alphabet looking at ways to further monetize YouTube Shorts, the ad revenue needle for YouTube should point significantly higher over the long term.There's also Google Cloud, which is the world's third-leading cloud infrastructure service provider. Cloud spending is still, arguably, in its early stages, and Alphabet should be able to sustain a close-to-40% annual growth rate as businesses shift data online and into the cloud.Historically speaking, Alphabet has never been cheaper.Sea LimitedThe fifth jaw-dropping growth stock you'll regret not buying hand over fist during the Nasdaq bear market dip is Singapore-based conglomerate Sea Limited (SE -4.99%). In spite of hefty losses in 2022 and likely 2023, Sea is building a unique trio of business segments that could power shares significantly higher over the long run.First up is Garena, the company's digital entertainment segment that's powered by hit mobile game Free Fire. Even though quarterly active users retraced in the June-ended quarter to 619.3 million from 725.2 million in the year-ago period, the most important thing to note is that 9.1% of these 619.3 million users were paying to play.  This is considerably higher than the pay-to-play ratio for the mobile gaming industry as a whole.Second, Sea's relatively nascent digital financial services segment is growing by leaps and bounds. Quarterly active users jumped 53% to 52.7 million, as of the end of June 2022. With Sea operating in a number of underbanked/emerging market regions, providing access to digital wallets could be a sustainable high-growth opportunity.Third, there's e-commerce segment Shopee. Although online retail sales aren't known for supporting sizable margins, Shopee has been Sea's eye-popping growth segment. Based on the company's second-quarter results, it's pacing $76 billion in annual run-rate gross merchandise value (GMV) traversing its platform. In all of 2018, Sea recognized just $10 billion in GMV. With growing adoption in Brazil and Southeastern Asia, Shopee could be Sea's ticket to a considerably higher valuation.BarkA second remarkable growth stock that's begging to be bought during the Nasdaq bear market decline is dog-focused products and services company Bark. Despite Bark continuing to lose money, the company's innovation, coupled with industry advantages, should allow this small-cap stock to shine.The first factor working in Bark's favor is that U.S. pet expenditures are practically recession-proof. It's been more than a quarter of a century since year-over-year spending on pets declined in the United States. Whether it's pet food, veterinary care, or other services, such as pet insurance, owners are willing to open up their wallets a bit wider each year to ensure the health and happiness of their furry, gilled, feathered, or scaled family member(s).Bark's not-so-subtle secret that should allow it to outperform most pet retail stocks is that its operating model is primarily driven by direct-to-consumer sales. Although retail order timing can fluctuate a bit (as happened during its most recent quarter), traditional commerce sales that occur in brick-and-mortar stores usually make up only 10% to 15% of total revenue. That means the bulk of sales are coming from lower-overhead subscription services designed to generate predictable cash flow and gross margin of around 60%.On the innovation front, Bark has had plenty of add-on sales success since introducing Bark Bright for canine dental needs, and should see similar success from the ramp up of Bark Eats, which tailors dry-food diets for select dog breeds. These add-on sale opportunities can really bolster gross margin.OktaThe third jaw-dropping growth stock you'll regret not scooping up during the Nasdaq bear market dip is cybersecurity stock Okta. Although Okta's integration of Auth0 has hit a few near-term speed bumps and led to larger quarterly losses, the future is increasingly bright for this identity verification provider.Similar to Bark, Okta is leaning on macro trends that are very much to its benefit. Just because Wall Street or the U.S. economy hits a rough patch, it doesn't mean robots and hackers take time off from trying to access or steal sensitive information. As time passes and businesses move their data into the cloud, the onus of protecting this information is increasingly falling to third parties like Okta.As I've alluded previously, Okta's cloud-native identity verification security platform is a big advantage. Okta's reliance on artificial intelligence allows its solutions to grow more efficient at identifying and responding to potential threats over time. Since cybersecurity has evolved into a basic necessity service, double-digit sales growth should be the expectation for many years to come.Eventually, Okta will benefit from the Auth0 buyout as well. In spite of higher near-term integration costs, Auth0 provides a means for Okta to enter the European market. International expansion is a necessary step that should help Okta sustain a double-digit growth rate.Green Thumb IndustriesA fourth amazing growth stock you'll regret not buying as the Nasdaq falls is U.S. cannabis multi-state operator (MSO) Green Thumb Industries (GTBIF). Even though federal cannabis reforms continue to fall flat, marijuana legalizations at the state level are providing more than enough catalysts for MSOs like Green Thumb to succeed.As of the end of September, Green Thumb had 77 operating dispensaries spanning 15 states.  While some of these states are high-dollar markets, such as California, Colorado, and Florida, what's been particularly interesting about Green Thumb's expansion is its push into limited-license markets like Illinois, Ohio, Pennsylvania, and Massachusetts. States where license issuance is purposely limited helps to ensure that new entrants have a fair chance to establish their brands and build a following.What's helped to really separate Green Thumb Industries from other MSOs is its revenue mix and operating performance. In terms of the former, more than half of the company's sales are generated from derivatives, such as vapes, edibles, beverages, pre-rolled joints, dabs, and beauty products.  Derivative pot products are pricier than dried cannabis flower, and more importantly have much better margins.That leads to the other key point: Green Thumb's bottom line. Whereas most U.S. MSOs are still looking for their first profitable quarter, this company has produced nine consecutive quarterly profits, based on generally accepted accounting principles (GAAP). No matter what happens on Capitol Hill, Green Thumb is only growing stronger.","news_type":1,"symbols_score_info":{"GOOGL":0.9,".IXIC":0.79}},"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":835541055,"gmtCreate":1629728754377,"gmtModify":1676530114405,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584939916187250","authorIdStr":"3584939916187250"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and 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comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/173199012","repostId":"1183956332","repostType":4,"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923597270,"gmtCreate":1670884908891,"gmtModify":1676538451168,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584939916187250","authorIdStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9923597270","repostId":"1184694706","repostType":4,"isVote":1,"tweetType":1,"viewCount":3938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989413284,"gmtCreate":1666058452549,"gmtModify":1676537698746,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584939916187250","authorIdStr":"3584939916187250"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9989413284","repostId":"1160967547","repostType":4,"repost":{"id":"1160967547","kind":"news","pubTimestamp":1666065333,"share":"https://ttm.financial/m/news/1160967547?lang=en_US&edition=fundamental","pubTime":"2022-10-18 11:55","market":"us","language":"en","title":"One Trading Strategy Is Winning Big in This Nasty Year for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1160967547","media":"Bloomberg","summary":"Dispersion trade up as single stocks swing, VIX stays mutedSubdued demand for portfolio hedges is be","content":"<div>\n<p>Dispersion trade up as single stocks swing, VIX stays mutedSubdued demand for portfolio hedges is behind volatility quirkA strange thing keeps happening in this nightmare year on Wall Street: ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-17/one-options-trade-wins-big-in-strange-year-for-stock-volatility\">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>One Trading Strategy Is Winning Big in This Nasty Year for 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\">\nOne Trading Strategy Is Winning Big in This Nasty Year for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-17/one-options-trade-wins-big-in-strange-year-for-stock-volatility><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dispersion trade up as single stocks swing, VIX stays mutedSubdued demand for portfolio hedges is behind volatility quirkA strange thing keeps happening in this nightmare year on Wall Street: ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-17/one-options-trade-wins-big-in-strange-year-for-stock-volatility\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-17/one-options-trade-wins-big-in-strange-year-for-stock-volatility","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160967547","content_text":"Dispersion trade up as single stocks swing, VIX stays mutedSubdued demand for portfolio hedges is behind volatility quirkA strange thing keeps happening in this nightmare year on Wall Street: Seemingly surefire bets that outsize volatility will engulf equity indexes keep misfiring, even as those riding turmoil in single stocks pay off handsomely.That’s proving a boon for a niche strategy known as dispersion trading, with nimble money managers netting double-digit gains by taking advantage of quirks in the world of equity derivatives.Take the Cboe Volatility Index, a gauge of market-wide fear. Even as the S&P 500 careens to fresh lows, it’s stuck below its March peak and actually declined in the aftermath of last week’s hot inflation report. At the same time the Federal Reserve’s disruptive policy-tightening campaign is fueling the wildest price swings for US large cap companies since the global financial crisis.The thinking goes that the winners and losers in the S&P 500 have become more pronounced in a world where corporate fundamentals matter. But index volatility is proving less severe, as price moves of its constituents offset each other, while demand for hedges remains muted due to low investor positioning.For whatever reason this short-index-long-single-stock-volatility trade is working and may prove particularly lucrative this earnings season. The likes of PepsiCo Inc. and JPMorgan Chase & Co. have been posting notable gains after better-than-expected reports while disappointments such as Morgan Stanley are getting punished.“We haven’t seen any panic protection buying that will drive volatility much higher,” said Daniel Danon, managing director at Assenagon Asset Management, whose Assenagon Alpha Volatility fund is up 12% this year. “So your short leg is helping your long leg to perform.”The VIX, which tracks the cost of S&P 500 options, has stayed at elevated levels relative to its five-year average, but it’s yet to revisit 2022 highs of above 35 points. At the same time individual members in the S&P 500 have been moving the most since the global financial crisis, according to Societe Generale SA.While the Fed’s hike-at-all-costs policy stance has ignited fear and loathing for investors in bonds and currencies, the cost of one-month bearish put options on the equity benchmark versus bullish calls has slipped anew to the lowest since 2017. That suggests limited investor appetite to hedge at the index level.Why that’s the case despite a prolonged drawdown has become a hot topic among market watchers of late. Some point out that money managers have slashed equity exposure to multi-year lows, itself a defensive stance that requires less protection. Others say a relatively orderly decline has made options hedging less rewarding than usual, prompting traders to short equity futures as an alternative way to buffer against losses.A relatively well behaved VIX stands out at a time when the Fed’s resolve to crush inflation at decade highs with tighter policy is rocking the underbelly of of US equities. Some oil producers have doubled their share prices in this year’s supply-side mayhem while Big Tech names like Netflix Inc. and Meta Platforms Inc. have plunged big time in a rate-sensitive selloff that’s now casting a shadow over the business cycle.“It’s about rotation between sectors at the moment,” said Stephen Crewe, whose Fulcrum Equity Dispersion Fund is up 10% this year. The London-based manager is positioning for continued volatility among companies in the technology and energy sectors. “No one really knows where the US economy is going to end up,” he said.The strategy, which has cooled of late after notching outsize gains earlier in the year, is deployed mostly by volatility hedge funds and banks packaging it into systematic strategies. Versions of the trade may buy options on a basket of stocks while others, like those managed by Assenagon and Fulcrum, are more selective. Some are neutral to volatility, whereas others are buying more options than they sell.With expected swings embedded in index-level option prices relatively contained, it’s been harder for typical derivatives hedges to make money, with the payoff hinging more on getting the strike price or market timing right. For instance, an S&P 500-tracking portfolio that’s added calls on the VIX -- which is supposed to buffer portfolios against a sudden outbreak in price swings -- has suffered a four-percentage-point drag on performance, a Cboe index shows.Yet going forward, the big challenge for dispersion traders is hiding in plain sight: Supersized Fed rate hikes risk causing a sudden collapse in economic growth that may in turn spur a big jump in index volatility.Still for now, institutions appear to have little appetite for adding market hedges, according to Michael Purves, founder of Tallbacken Capital Advisors. He recommends betting on the VIX to fall till the end of the year.“Perhaps yields can creep higher, but not in a shocking way the way they did when they pierced 4% in September,” he wrote in a note. “Markets appear to have processed the notion that there is little doubt that a Fed pivot is not close at hand.”","news_type":1,"symbols_score_info":{"VIX":0.9}},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984080714,"gmtCreate":1667488677738,"gmtModify":1676537926654,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584939916187250","authorIdStr":"3584939916187250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9984080714","repostId":"1170157193","repostType":4,"repost":{"id":"1170157193","kind":"news","pubTimestamp":1667487883,"share":"https://ttm.financial/m/news/1170157193?lang=en_US&edition=fundamental","pubTime":"2022-11-03 23:04","market":"us","language":"en","title":"Roku, Fisker, UiPath Downgraded: Top Calls on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1170157193","media":"The Fly","summary":"Top 5 Upgrades:Citi analyst Jonmichael Shekian upgraded Freshpet (FRPT) to Neutral from Sell with a ","content":"<html><head></head><body><p><b>Top 5 Upgrades:</b></p><ul><li>Citi analyst Jonmichael Shekian upgraded <a href=\"https://laohu8.com/S/FRPT\">Freshpet</a> (FRPT) to Neutral from Sell with a price target of $66, up from $32, post third quarter results. With Freshpet working to address manufacturing and supply chain issues, the involvement of activist investor Jana Partners is a positive, even as questions remain over the likelihood of a sale of the company, Shekian tells investors in a research note.</li><li>Piper Sandler analyst David Amsellem upgraded <a href=\"https://laohu8.com/S/ALKS\">Alkermes </a> to Overweight from Neutral with a price target of $30, up from $26, after management announced that it is planning to separate its oncology segment in part as a means of maximizing the profitability of what will eventually be a pure-play neuropsychiatry company.</li><li>Baird analyst Joel Beatty upgraded <a href=\"https://laohu8.com/S/RARE\">Ultragenyx Pharmaceutical</a> (RARE) to Outperform from Neutral with a price target of $50, down from $63. The analyst believes the stock price is now attributing a value to the company&#39;s non-commercial pipeline of less than $800M, which provides an attractive entry point, even though the clinical data catalysts don&#39;t appear to pick up until mid-2023 and beyond.</li><li>William Blair analyst Ryan Sundby last night upgraded <a href=\"https://laohu8.com/S/LIND\">Lindblad Expeditions</a> (LIND) to Outperform from Market Perform without a price target. While Lindblad had expected to return to profitability during Q3, the results clearly exceeded even management&#39;s internal expectations, Sundby tells investors in a research note.</li><li>UBS analyst Felix Liu upgraded <a href=\"https://laohu8.com/S/TAL\">TAL Education</a> (TAL) to Buy from Neutral with a price target of $6.50, up from $4.94, after the company reported what he notes was its first quarterly profit since China&#39;s &#34;Double Reduction&#34; regulation.</li></ul><p><b>Top 5 Downgrades:</b></p><ul><li>Rosenblatt analyst Barton Crockett downgraded <a href=\"https://laohu8.com/S/ROKU\">Roku </a> to Neutral from Buy with a price target of $51, down from $100, after the company&#39;s &#34;grim&#34; guidance for Q4. Guggenheim analyst Michael Morris also downgraded Roku to Neutral from Buy.</li><li>Canaccord analyst Maria Ripps downgraded <a href=\"https://laohu8.com/S/Z\">Zillow</a> Group (ZG) to Hold from Buy with a price target of $34, down from $48, post third quarter results. The company&#39;s guidance for Q4 came in meaningfully below expectations, reflecting a worsening real estate environment with rising, volatile mortgage rates impacting affordability and constricting shopping behavior, Ripps tells investors in a research note.</li><li>JPMorgan analyst Harlan Sur double downgraded <a href=\"https://laohu8.com/S/QRVO\">Qorvo</a> (QRVO) to Underweight from Overweight with a price target of $90, down from $125, following fiscal <a href=\"https://laohu8.com/S/QTWO\">Q2</a> results. Intensifying global macro headwinds, combined with sizeable excess inventories at Qorvo and customers, pose increasing challenges to the company&#39;s sales growth and profitability recovery in the near- to mid-term, Sur tells investors in a research note.</li><li><a href=\"https://laohu8.com/S/OPY\">Oppenheimer</a> analyst Brian Schwartz downgraded <a href=\"https://laohu8.com/S/PATH\">UiPath</a> (PATH) to Perform from Outperform without a price target. The analyst believes the macro environment, competitive and internal pressures on improving UiPath&#39;s business, and slow adoption as an enterprise-wide platform will continue to weigh on near-term fundamentals and sentiment.</li><li>RBC Capital analyst Joseph Spak downgraded <a href=\"https://laohu8.com/S/FSR\">Fisker </a> to Sector Perform from Outperform with a price target of $8, down from $13, after the company&#39;s Q3 earnings miss.</li></ul><p><b>Top 5 Initiations:</b></p><ul><li><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> analyst Aaron Rakers initiated coverage of <a href=\"https://laohu8.com/S/KEYS\">Keysight</a> Technologies (KEYS) with an Overweight rating and $200 price target. The company can continue to expand margins by driving its software mix above today&#39;s 20% contribution, Rakers tells investors in a research note.</li><li>Roth Capital analyst Brian Wright initiated coverage of Blue Star Foods (BSFC) with a Buy rating and $3 price target. The analyst believes there are important near-, mid- and long-term drivers that should benefit Blue Start Foods shares going forward.</li><li>Citi analyst Nelson Cheung initiated coverage of PropertyGuru (PGRU) with a Buy rating and $7 price target. The analyst likes the company&#39;s self-reinforcing ecosystem with strong network effects.</li><li><a href=\"https://laohu8.com/S/COF\">Capital One</a> analyst Timothy Chiang initiated coverage of Akoya Biosciences (AKYA) with an Overweight rating and $19 price target.</li><li>Deutsche Bank analyst Matthias Pfeifenberger reinstated coverage of HeidelbergCement (HDELY) with a Hold rating and EUR 50 price target. The analyst says another profit warning seems priced into the shares.</li></ul></body></html>","source":"lsy1649979459173","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>Roku, Fisker, UiPath Downgraded: Top Calls on Wall Street</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\">\nRoku, Fisker, UiPath Downgraded: Top Calls on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 23:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/news.php?onthefly=on&h=6><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Citi analyst Jonmichael Shekian upgraded Freshpet (FRPT) to Neutral from Sell with a price target of $66, up from $32, post third quarter results. With Freshpet working to address ...</p>\n\n<a href=\"https://thefly.com/news.php?onthefly=on&h=6\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PATH":"UiPath","BK4108":"电影和娱乐","BK4561":"索罗斯持仓","BK4539":"次新股","BK4524":"宅经济概念","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4097":"系统软件","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","ROKU":"Roku Inc","BK4505":"高瓴资本持仓","BK4532":"文艺复兴科技持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4551":"寇图资本持仓"},"source_url":"https://thefly.com/news.php?onthefly=on&h=6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170157193","content_text":"Top 5 Upgrades:Citi analyst Jonmichael Shekian upgraded Freshpet (FRPT) to Neutral from Sell with a price target of $66, up from $32, post third quarter results. With Freshpet working to address manufacturing and supply chain issues, the involvement of activist investor Jana Partners is a positive, even as questions remain over the likelihood of a sale of the company, Shekian tells investors in a research note.Piper Sandler analyst David Amsellem upgraded Alkermes  to Overweight from Neutral with a price target of $30, up from $26, after management announced that it is planning to separate its oncology segment in part as a means of maximizing the profitability of what will eventually be a pure-play neuropsychiatry company.Baird analyst Joel Beatty upgraded Ultragenyx Pharmaceutical (RARE) to Outperform from Neutral with a price target of $50, down from $63. The analyst believes the stock price is now attributing a value to the company's non-commercial pipeline of less than $800M, which provides an attractive entry point, even though the clinical data catalysts don't appear to pick up until mid-2023 and beyond.William Blair analyst Ryan Sundby last night upgraded Lindblad Expeditions (LIND) to Outperform from Market Perform without a price target. While Lindblad had expected to return to profitability during Q3, the results clearly exceeded even management's internal expectations, Sundby tells investors in a research note.UBS analyst Felix Liu upgraded TAL Education (TAL) to Buy from Neutral with a price target of $6.50, up from $4.94, after the company reported what he notes was its first quarterly profit since China's \"Double Reduction\" regulation.Top 5 Downgrades:Rosenblatt analyst Barton Crockett downgraded Roku  to Neutral from Buy with a price target of $51, down from $100, after the company's \"grim\" guidance for Q4. Guggenheim analyst Michael Morris also downgraded Roku to Neutral from Buy.Canaccord analyst Maria Ripps downgraded Zillow Group (ZG) to Hold from Buy with a price target of $34, down from $48, post third quarter results. The company's guidance for Q4 came in meaningfully below expectations, reflecting a worsening real estate environment with rising, volatile mortgage rates impacting affordability and constricting shopping behavior, Ripps tells investors in a research note.JPMorgan analyst Harlan Sur double downgraded Qorvo (QRVO) to Underweight from Overweight with a price target of $90, down from $125, following fiscal Q2 results. Intensifying global macro headwinds, combined with sizeable excess inventories at Qorvo and customers, pose increasing challenges to the company's sales growth and profitability recovery in the near- to mid-term, Sur tells investors in a research note.Oppenheimer analyst Brian Schwartz downgraded UiPath (PATH) to Perform from Outperform without a price target. The analyst believes the macro environment, competitive and internal pressures on improving UiPath's business, and slow adoption as an enterprise-wide platform will continue to weigh on near-term fundamentals and sentiment.RBC Capital analyst Joseph Spak downgraded Fisker  to Sector Perform from Outperform with a price target of $8, down from $13, after the company's Q3 earnings miss.Top 5 Initiations:Wells Fargo analyst Aaron Rakers initiated coverage of Keysight Technologies (KEYS) with an Overweight rating and $200 price target. The company can continue to expand margins by driving its software mix above today's 20% contribution, Rakers tells investors in a research note.Roth Capital analyst Brian Wright initiated coverage of Blue Star Foods (BSFC) with a Buy rating and $3 price target. The analyst believes there are important near-, mid- and long-term drivers that should benefit Blue Start Foods shares going forward.Citi analyst Nelson Cheung initiated coverage of PropertyGuru (PGRU) with a Buy rating and $7 price target. The analyst likes the company's self-reinforcing ecosystem with strong network effects.Capital One analyst Timothy Chiang initiated coverage of Akoya Biosciences (AKYA) with an Overweight rating and $19 price target.Deutsche Bank analyst Matthias Pfeifenberger reinstated coverage of HeidelbergCement (HDELY) with a Hold rating and EUR 50 price target. The analyst says another profit warning seems priced into the shares.","news_type":1,"symbols_score_info":{"ROKU":0.9,"PATH":0.9}},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832921580,"gmtCreate":1629562669940,"gmtModify":1676530071198,"author":{"id":"3584939916187250","authorId":"3584939916187250","name":"EAvenue","avatar":"https://static.tigerbbs.com/e3beb412a0aa565cfaac4f68f1721fd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584939916187250","authorIdStr":"3584939916187250"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832921580","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=en_US&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","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 the pullback in chip stocks — and focus on these 6 companies for the long haul</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 the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","GOOG":"谷歌","CDNS":"铿腾电子","SNPS":"新思科技","ON":"安森美半导体","SOXX":"iShares费城交易所半导体ETF","AMZN":"亚马逊","TSM":"台积电","SSNLF":"三星电子","GOOGL":"谷歌A","NVDA":"英伟达","ASML":"阿斯麦","AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"GOOG":0.9,"AAPL":0.9,"CDNS":0.9,"SNPS":0.9,"SOXX":0.9,"SSNLF":0.9,"TSM":0.9,"GOOGL":0.9,"AMZN":0.9,"ON":0.9,"NVDA":0.9,"QCOM":0.9,"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}