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01-24

Yah this analysts will swallow the knife if the earnings is good.

AMD: Don't Catch A Falling Knife

01-14

Joe Biden is out dated. He needs to retire now. It's taking too long.

Biden’s Latest AI Rules Sink Chip Stocks. A Trump Rally Could Be Next

01-14

$Advanced Micro Devices(AMD)$

01-08

HSBC wants to buy AMD at cheaper price is it?

AMD Shares Pare Gains, Last Down 2% After HSBC Downgrades to Reduce From Buy

01-03

When woods sell is time to buy

SoFi Technologies Shares Fall After Keefe, Bruyette & Woods Downgrade

2024-12-12

$Advanced Micro Devices(AMD)$

2024-11-15

Amazon wants to do everything will get backfire. Lost focus.

Hims & Hers Stock Drops After Amazon Says It Will Offer Hair-Loss Treatments -- WSJ

2024-11-14

$Hims & Hers Health Inc.(HIMS)$

2024-10-31

Hey folks, unnecessary ups and downs!

异动解读 | Hims & Hers Health Inc盘中大跌16% 或因竞品减肥药获批

2024-10-31

$Hims & Hers Health Inc.(HIMS)$

2024-10-11

$Hims & Hers Health Inc.(HIMS)$ fishy... Trying to push down the share price with the same news over and over again.[Happy]

2024-10-05

1&8,5&7

2024-10-05

1&8,5&7

2024-10-04

Great article, would you like to share it?

Is Hims & Hers rally at risk as GLP-1 shortages ease?

2024-10-03

Same old news again

Stock Track | Hims & Hers Stock Plunges on Concerns Over Weight-Loss Drug Shortage

2024-09-25

Rate cut will increase refinancing and lending business. Sofi is a buy.

Is SoFi Technologies Inc. (SOFI) the Worst AI Stock to Buy?

2024-09-25

$SoFi Technologies Inc.(SOFI)$ Buy whenever there is a pull back before next earnings. This year their earnings are great and getting better every quarter. Next year will be even better!!!!

2024-06-19

The last time Sofi reach this level the share price shot to more than $10.

Here's Why You Should Hold SoFi Technologies (SOFI) Stock Now

2024-06-05

This article seems like desperately trying to keep the share price down. LOL maybe something big is coming?

Palantir: Insider Sales And High Valuations Vs Strong Operational Performance

2024-05-24

Mcd food taste is getting from bad to worst. Fries and chicken nuggets are hard and dry.

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$300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.28","exceedPercentage":"80.71%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":15,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":396084997120624,"gmtCreate":1737725747941,"gmtModify":1737726287695,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Yah this analysts will swallow the knife if the earnings is good.&nbsp;","listText":"Yah this analysts will swallow the knife if the earnings is good.&nbsp;","text":"Yah this analysts will swallow the knife if the earnings is good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396084997120624","repostId":"1133990586","repostType":2,"repost":{"id":"1133990586","kind":"news","pubTimestamp":1737688246,"share":"https://ttm.financial/m/news/1133990586?lang=&edition=fundamental","pubTime":"2025-01-24 11:10","market":"us","language":"en","title":"AMD: Don't Catch A Falling Knife","url":"https://stock-news.laohu8.com/highlight/detail?id=1133990586","media":"Seeking Alpha","summary":"SummaryAMD faces significant headwinds, including disappointing CES 2025 performance, slowing hyperscaler capex growth, and mega-cap tech companies developing their own chips, impacting AMD's customer","content":"<html><head></head><body><h2 id=\"id_4031527322\">Summary</h2><ul style=\"\"><li><p>AMD faces significant headwinds, including disappointing CES 2025 performance, slowing hyperscaler capex growth, and mega-cap tech companies developing their own chips, impacting AMD&#39;s customer base.</p></li><li><p>AMD&#39;s focus on AI CPUs is risky due to low workplace AI adoption and poor performance of Microsoft&#39;s AI Co-Pilot, suggesting limited demand for AI PCs.</p></li><li><p>AMD is losing market share to Nvidia in GPUs due to a lack of backward compatibility in new software, and Broadcom is emerging as a strong competitor in AI chips.</p></li><li><p>Long-term growth prospects in AI and data centers face headwinds as tech companies produce their custom AI chips instead.</p></li><li><p>Valuation analysis indicates AMD&#39;s fair value is around $96, with technical analysis suggesting a bearish trend, leading to a &#39;Sell&#39; rating with a $96 price target.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69a280546bd21205fe0041306e77ddd3\" alt=\"detail of cpu chip processor on aluminum heat sink cooler and lights effects\" title=\"detail of cpu chip processor on aluminum heat sink cooler and lights effects\" tg-width=\"750\" tg-height=\"500\"/><span>detail of cpu chip processor on aluminum heat sink cooler and lights effects</span></p><p></p><h2 id=\"id_1269670165\">Brief/Overview</h2><p>Advanced Micro Devices (NASDAQ:AMD) is a major multinational technology company that manufactures microprocessors, embedded processors, and graphics processors (GPUs) for servers, workstations, personal computers, etc. The company is headquartered in Santa Clara, California.</p><p>In 2024, amidst the surge in artificial intelligence-related stocks, AMD underperformed, not only experiencing a decline of 18% in the year but also losing nearly half of its value from its 52-week high of $227 in March 2024, with the share currently trading around $115.</p><p>In this report, I will be highlighting major headwinds for the stock, such as the company’s disappointing performance at the CES 2025 event, a risk from a slowdown in hyper-scaler capex growth, and mega-cap tech companies developing and using their own chips instead of being AMD customers.</p><h2 id=\"id_2990571026\">Thesis/Triggers</h2><h3 id=\"id_703187871\">CES 2025—All Eyes on AI CPU Products</h3><p>AMD’s presentation at the highly anticipated CES 2025 event left investors and fans disappointed as it failed to mention or address the buzz topic—the company’s upcoming GPUs—the Radeon RX 9070 XT and RX 9070, as well as the RDNA 4 architecture. The company instead focused heavily on artificial intelligence and AI-related next-gen CPU launches, such as the new Ryzen 9950 X3D. Another major announcement was around the Ryzen AI 300 series processors, which is their product line for AI CPUs, especially Co-Pilot+ PCs.</p><p>To address the hype around AI CPUs first, I do not believe it is a very good idea for AMD to increase their consumer AI PC portfolio for many reasons. Firstly, there is little adoption of artificial intelligence in the workplace. Only 5% of respondents to a Deutsche Bank survey conducted in December 2024 said they extensively used AI tools for work-related tasks. This number has not improved since July 2024. Over a third of respondents still say that they do not use AI tools at all for workplace tasks.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b7b2e14b03a3cc92025844065ef45ed1\" alt=\"DB Survey on workplace adoption of AI tools\" title=\"DB Survey on workplace adoption of AI tools\" tg-width=\"640\" tg-height=\"372\"/><span>DB Survey on workplace adoption of AI tools</span></p><p></p><p>Next up is the disappointing performance of the Microsoft AI Co-Pilot product. The product is so bad that Salesforce CEO Marc Benioff did not hesitate to criticize the same in their earnings call in August 2024. Benioff said that the solution had left many customers disappointed. Salesforce launched its Agentforce platform, which will empower customers to build their own bots, or “agents,” to perform tasks autonomously—across Salesforce CRM apps—with some degree of human oversight. While his criticism of Copilot could be attributed to the fact that Agentforce is a rival of Copilot, the average user is unhappy with the latter too, and so are Microsoft employees. As early as March 2024, users complained that Copilot was not as good as ChatGPT. Users as well as employees at Microsoft are unhappy with the new update launched in October 2024, making them question its effectiveness, with issues such as freezing and slower response times and less informative responses. Microsoft’s Copilot app fails to work with the company’s identity and access management platform Entra, prompting the company to advise organizations to uninstall the app. This could further stall adoption of the feature and AI PCs in general.</p><p>While those bullish on the stock may argue that an AI-driven PC upgrade/replacement cycle is near, there is little hope for AI PCs in my opinion, as that is what the data seems to indicate. A survey of 26,000 respondents showed that 84% of respondents were not willing to pay up premium prices for AI features on personal computers, 9% were unsure, and only 7% were willing to do so. IDC VP Linn Huang is of the opinion that AI PCs ramping up towards mass market status may only begin in 2026, which suggests it would be slower than mainstream expectations from Gartner and Canalys suggesting the AI PCs could make up nearly 40% of all PC shipments in 2025.</p><h3 id=\"id_790497641\">AMD losing out to Nvidia (in GPUs)</h3><p>Talking now about the GPUs—the RX 9070 and RX 9070 XT. AMD has confirmed that FSR 4 (Fidelity Super Resolution) will be exclusive to the new RDNA 4 GPUs, which reduces the potential for selling the other chips. While this may promote exclusivity and increase demand for the new chips, it is unclear why the company would do so knowing full well it would make them less competitive to Nvidia (NVDA), which has announced that it will make its Deep Learning Super Sampling (DLSS) 4 backward compatible to older hardware, i.e., all existing RTX GPUs. While AMD has shifted to more mid-range GPUs, the lack of backward compatibility of new software (the FSR) to older hardware (previous generation RDNA GPUs) negatively impacts how gamers view the company’s products, especially in comparison to Nvidia.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aba18f6d81eb9143f096d53f5e2f3eb0\" alt=\"AMD Vs NVDA Market Share in GPUs\" title=\"AMD Vs NVDA Market Share in GPUs\" tg-width=\"640\" tg-height=\"427\"/><span>AMD Vs NVDA Market Share in GPUs</span></p><p></p><p>The above graph shows the discrete market distribution of Nvidia and AMD in the Graphics Processing Units (GPUs) segment. One can see how over time, Nvidia, with its superior technology (and implementation), has chewed into the share of AMD.</p><p>As for the AI chips, AMD launched the MI325X in October 2024 to rival Nvidia’s Blackwell H200 Tensor Core GPUs. AMD claims these new chips have better performance than Nvidia’s H200 on memory capacity, bandwidth, and other features. However, Nvidia’s chips use their specialised programming language—CUDA, which has become standard among AI developers and entrenched in the AI ecosystem, which establishes Nvidia’s moat and protects its market share from competitors such as AMD. Additionally, the continuous R&amp;D across both companies means we never know when Nvidia may come up with a product that can rival even the improved AMD MI355X, which is set to launch in H2 2025.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/332bb8386cd46262f9ce1a199b09fb92\" alt=\"AMD MI325X Vs Nvidia H200\" title=\"AMD MI325X Vs Nvidia H200\" tg-width=\"640\" tg-height=\"347\"/><span>AMD MI325X Vs Nvidia H200</span></p><h3 id=\"id_3641505727\">AMD losing out to Broadcom and Tech companies as #2</h3><p>So far, we’ve covered how AMD’s bet on AI Copilot PCs may fail and how the company is losing ground to Nvidia. In this section, I will be talking about how AMD may have also failed to be the closest competitor to Nvidia in offering AI solutions to mega-cap tech companies such as Meta (META), Microsoft (MSFT), Alphabet (GOOG), Apple (AAPL) and Amazon (AMZN). The closest rivals to Nvidia may be Broadcom (AVGO), Arm Technologies (ARM) or all these tech companies themselves as they begin developing their customized artificial intelligence chips.</p><p>Starting off with the largest of all these companies—Apple. The iPhone maker has, at several different points, or is currently, using AI chips from multiple companies such as Amazon, Broadcom, and Google to train its AI models for various features of Apple Intelligence across various devices in the Apple ecosystem. Apple’s senior director of ML and AI confirmed the company was using Amazon’s Graviton chips, which led to a 40% efficiency improvement. This shows that Amazon’s chips aren’t just useful for inferencing from AI models but also developing new models, thereby reducing the reliance on traditional chip makers such as AMD. In November 2024, Microsoft launched two additional AI infrastructure chips to increase the speed of AI operations and increase data security. Furthermore, companies are looking to Broadcom (AVGO) and not AMD for their custom AI chip solutions. Broadcom is being sought after extensively by multiple tech companies for their large-scale AI developments.</p><p>All these factors would suggest there is significant downside risk for AMD’s estimates of 26% revenue growth in 2025, as well as future revenue growth projections of over 20% CAGR.</p><h2 id=\"id_1598806784\">Valuation – Median-Multiple and Technical Analysis</h2><p>In order to arrive at a price target for AMD, I will be using two methodologies: the median multiple of comparable companies in order to estimate the fair value and some degree of technical analysis to gauge where the price is headed in the near future (6 to 12 months).</p><p>First up, the median-multiple analysis uses various valuation multiples: enterprise value EV/sales, EV/EBITDA, EV/EBIT, price/sales, price/earnings, price-to-operating cash flow, and lastly, the price to unlevered free cash flow. The comparable companies considered for AMD are Arm Holdings (ARM), Broadcom (AVGO), Micron Technology (MU), Nvidia (NVDA), Qualcomm (QCOM), and Texas Instruments (TXN).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf30dbde1210931c5d2dbf9348b09bb5\" alt=\"AMD Median Multiple Valuation\" title=\"AMD Median Multiple Valuation\" tg-width=\"640\" tg-height=\"222\"/><span>AMD Median Multiple Valuation</span></p><p></p><p>While each valuation multiple produces different fair value estimates, I have considered the median of these various fair value estimates in order to arrive at a price target of AMD. As highlighted in the above Excel sheet, the median fair value estimate for AMD is roughly $99. For full disclosure, the average of these seven fair value estimates was approximately $121 (near close on 15th January 2025). I have chosen the median estimate to avoid the fair value estimate being impacted by extreme values (which were created by the EV/EBIT as well as both sales measures—P/S and EV/S).</p><p>This tells us the fair value of AMD may be between $99 and $121. Let us look at what the price action tells us. Below is the monthly chart of AMD with trendlines joining the closing highs of November 2021 and February 2024. The red trendline indicates support (buying) the lows of September 2015, February 2016, October 2022, December 2022, and July 2024. The orange trendline joins the lows of March 2018, October 2022, and December 2022. The monthly closing charts show AMD breaking down below both the red and orange trendlines, a significant bearish development. This suggests that price may be headed lower over the coming few months. The most likely destination, i.e., the next support level, comes at the $94.69 horizontal support line, which has candlestick contact points at the highs of August 2020, November 2020, December 2020, July 2022, and March 2023 and the lows of September 2021, April 2023, and October 2023.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ae5b65a1ff3d8dfb088ed15c44b71e7\" alt=\"AMD bearish breakdown below trendlines\" title=\"AMD bearish breakdown below trendlines\" tg-width=\"640\" tg-height=\"349\"/><span>AMD bearish breakdown below trendlines</span></p><p></p><h2 id=\"id_4270829156\">Conclusion</h2><p>Based on the headwinds that AMD faces, even in light of tailwinds for the semiconductor manufacturing industry, mainly competition from Nvidia and Broadcom in the GPU and AI chips market, as well as underperformance and limited demand for Copilot AI PCs and tech companies manufacturing their own AI chips, it seems that AMD’s price may be headed lower in the next 6-12 months.</p><p>My price target, based on the median of fair value estimates as well as evidence from technical analysis, is $99, which is about 20% below the closing of 15th January 2025, and thereby I place a ‘Sell’ rating on the stock.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD: Don't Catch A Falling Knife\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-24 11:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4751255-amd-dont-catch-a-falling-knife><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAMD faces significant headwinds, including disappointing CES 2025 performance, slowing hyperscaler capex growth, and mega-cap tech companies developing their own chips, impacting AMD's customer...</p>\n\n<a href=\"https://seekingalpha.com/article/4751255-amd-dont-catch-a-falling-knife\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4751255-amd-dont-catch-a-falling-knife","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133990586","content_text":"SummaryAMD faces significant headwinds, including disappointing CES 2025 performance, slowing hyperscaler capex growth, and mega-cap tech companies developing their own chips, impacting AMD's customer base.AMD's focus on AI CPUs is risky due to low workplace AI adoption and poor performance of Microsoft's AI Co-Pilot, suggesting limited demand for AI PCs.AMD is losing market share to Nvidia in GPUs due to a lack of backward compatibility in new software, and Broadcom is emerging as a strong competitor in AI chips.Long-term growth prospects in AI and data centers face headwinds as tech companies produce their custom AI chips instead.Valuation analysis indicates AMD's fair value is around $96, with technical analysis suggesting a bearish trend, leading to a 'Sell' rating with a $96 price target.detail of cpu chip processor on aluminum heat sink cooler and lights effectsBrief/OverviewAdvanced Micro Devices (NASDAQ:AMD) is a major multinational technology company that manufactures microprocessors, embedded processors, and graphics processors (GPUs) for servers, workstations, personal computers, etc. The company is headquartered in Santa Clara, California.In 2024, amidst the surge in artificial intelligence-related stocks, AMD underperformed, not only experiencing a decline of 18% in the year but also losing nearly half of its value from its 52-week high of $227 in March 2024, with the share currently trading around $115.In this report, I will be highlighting major headwinds for the stock, such as the company’s disappointing performance at the CES 2025 event, a risk from a slowdown in hyper-scaler capex growth, and mega-cap tech companies developing and using their own chips instead of being AMD customers.Thesis/TriggersCES 2025—All Eyes on AI CPU ProductsAMD’s presentation at the highly anticipated CES 2025 event left investors and fans disappointed as it failed to mention or address the buzz topic—the company’s upcoming GPUs—the Radeon RX 9070 XT and RX 9070, as well as the RDNA 4 architecture. The company instead focused heavily on artificial intelligence and AI-related next-gen CPU launches, such as the new Ryzen 9950 X3D. Another major announcement was around the Ryzen AI 300 series processors, which is their product line for AI CPUs, especially Co-Pilot+ PCs.To address the hype around AI CPUs first, I do not believe it is a very good idea for AMD to increase their consumer AI PC portfolio for many reasons. Firstly, there is little adoption of artificial intelligence in the workplace. Only 5% of respondents to a Deutsche Bank survey conducted in December 2024 said they extensively used AI tools for work-related tasks. This number has not improved since July 2024. Over a third of respondents still say that they do not use AI tools at all for workplace tasks.DB Survey on workplace adoption of AI toolsNext up is the disappointing performance of the Microsoft AI Co-Pilot product. The product is so bad that Salesforce CEO Marc Benioff did not hesitate to criticize the same in their earnings call in August 2024. Benioff said that the solution had left many customers disappointed. Salesforce launched its Agentforce platform, which will empower customers to build their own bots, or “agents,” to perform tasks autonomously—across Salesforce CRM apps—with some degree of human oversight. While his criticism of Copilot could be attributed to the fact that Agentforce is a rival of Copilot, the average user is unhappy with the latter too, and so are Microsoft employees. As early as March 2024, users complained that Copilot was not as good as ChatGPT. Users as well as employees at Microsoft are unhappy with the new update launched in October 2024, making them question its effectiveness, with issues such as freezing and slower response times and less informative responses. Microsoft’s Copilot app fails to work with the company’s identity and access management platform Entra, prompting the company to advise organizations to uninstall the app. This could further stall adoption of the feature and AI PCs in general.While those bullish on the stock may argue that an AI-driven PC upgrade/replacement cycle is near, there is little hope for AI PCs in my opinion, as that is what the data seems to indicate. A survey of 26,000 respondents showed that 84% of respondents were not willing to pay up premium prices for AI features on personal computers, 9% were unsure, and only 7% were willing to do so. IDC VP Linn Huang is of the opinion that AI PCs ramping up towards mass market status may only begin in 2026, which suggests it would be slower than mainstream expectations from Gartner and Canalys suggesting the AI PCs could make up nearly 40% of all PC shipments in 2025.AMD losing out to Nvidia (in GPUs)Talking now about the GPUs—the RX 9070 and RX 9070 XT. AMD has confirmed that FSR 4 (Fidelity Super Resolution) will be exclusive to the new RDNA 4 GPUs, which reduces the potential for selling the other chips. While this may promote exclusivity and increase demand for the new chips, it is unclear why the company would do so knowing full well it would make them less competitive to Nvidia (NVDA), which has announced that it will make its Deep Learning Super Sampling (DLSS) 4 backward compatible to older hardware, i.e., all existing RTX GPUs. While AMD has shifted to more mid-range GPUs, the lack of backward compatibility of new software (the FSR) to older hardware (previous generation RDNA GPUs) negatively impacts how gamers view the company’s products, especially in comparison to Nvidia.AMD Vs NVDA Market Share in GPUsThe above graph shows the discrete market distribution of Nvidia and AMD in the Graphics Processing Units (GPUs) segment. One can see how over time, Nvidia, with its superior technology (and implementation), has chewed into the share of AMD.As for the AI chips, AMD launched the MI325X in October 2024 to rival Nvidia’s Blackwell H200 Tensor Core GPUs. AMD claims these new chips have better performance than Nvidia’s H200 on memory capacity, bandwidth, and other features. However, Nvidia’s chips use their specialised programming language—CUDA, which has become standard among AI developers and entrenched in the AI ecosystem, which establishes Nvidia’s moat and protects its market share from competitors such as AMD. Additionally, the continuous R&D across both companies means we never know when Nvidia may come up with a product that can rival even the improved AMD MI355X, which is set to launch in H2 2025.AMD MI325X Vs Nvidia H200AMD losing out to Broadcom and Tech companies as #2So far, we’ve covered how AMD’s bet on AI Copilot PCs may fail and how the company is losing ground to Nvidia. In this section, I will be talking about how AMD may have also failed to be the closest competitor to Nvidia in offering AI solutions to mega-cap tech companies such as Meta (META), Microsoft (MSFT), Alphabet (GOOG), Apple (AAPL) and Amazon (AMZN). The closest rivals to Nvidia may be Broadcom (AVGO), Arm Technologies (ARM) or all these tech companies themselves as they begin developing their customized artificial intelligence chips.Starting off with the largest of all these companies—Apple. The iPhone maker has, at several different points, or is currently, using AI chips from multiple companies such as Amazon, Broadcom, and Google to train its AI models for various features of Apple Intelligence across various devices in the Apple ecosystem. Apple’s senior director of ML and AI confirmed the company was using Amazon’s Graviton chips, which led to a 40% efficiency improvement. This shows that Amazon’s chips aren’t just useful for inferencing from AI models but also developing new models, thereby reducing the reliance on traditional chip makers such as AMD. In November 2024, Microsoft launched two additional AI infrastructure chips to increase the speed of AI operations and increase data security. Furthermore, companies are looking to Broadcom (AVGO) and not AMD for their custom AI chip solutions. Broadcom is being sought after extensively by multiple tech companies for their large-scale AI developments.All these factors would suggest there is significant downside risk for AMD’s estimates of 26% revenue growth in 2025, as well as future revenue growth projections of over 20% CAGR.Valuation – Median-Multiple and Technical AnalysisIn order to arrive at a price target for AMD, I will be using two methodologies: the median multiple of comparable companies in order to estimate the fair value and some degree of technical analysis to gauge where the price is headed in the near future (6 to 12 months).First up, the median-multiple analysis uses various valuation multiples: enterprise value EV/sales, EV/EBITDA, EV/EBIT, price/sales, price/earnings, price-to-operating cash flow, and lastly, the price to unlevered free cash flow. The comparable companies considered for AMD are Arm Holdings (ARM), Broadcom (AVGO), Micron Technology (MU), Nvidia (NVDA), Qualcomm (QCOM), and Texas Instruments (TXN).AMD Median Multiple ValuationWhile each valuation multiple produces different fair value estimates, I have considered the median of these various fair value estimates in order to arrive at a price target of AMD. As highlighted in the above Excel sheet, the median fair value estimate for AMD is roughly $99. For full disclosure, the average of these seven fair value estimates was approximately $121 (near close on 15th January 2025). I have chosen the median estimate to avoid the fair value estimate being impacted by extreme values (which were created by the EV/EBIT as well as both sales measures—P/S and EV/S).This tells us the fair value of AMD may be between $99 and $121. Let us look at what the price action tells us. Below is the monthly chart of AMD with trendlines joining the closing highs of November 2021 and February 2024. The red trendline indicates support (buying) the lows of September 2015, February 2016, October 2022, December 2022, and July 2024. The orange trendline joins the lows of March 2018, October 2022, and December 2022. The monthly closing charts show AMD breaking down below both the red and orange trendlines, a significant bearish development. This suggests that price may be headed lower over the coming few months. The most likely destination, i.e., the next support level, comes at the $94.69 horizontal support line, which has candlestick contact points at the highs of August 2020, November 2020, December 2020, July 2022, and March 2023 and the lows of September 2021, April 2023, and October 2023.AMD bearish breakdown below trendlinesConclusionBased on the headwinds that AMD faces, even in light of tailwinds for the semiconductor manufacturing industry, mainly competition from Nvidia and Broadcom in the GPU and AI chips market, as well as underperformance and limited demand for Copilot AI PCs and tech companies manufacturing their own AI chips, it seems that AMD’s price may be headed lower in the next 6-12 months.My price target, based on the median of fair value estimates as well as evidence from technical analysis, is $99, which is about 20% below the closing of 15th January 2025, and thereby I place a ‘Sell’ rating on the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392583282426072,"gmtCreate":1736869923659,"gmtModify":1736870177931,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Joe Biden is out dated. He needs to retire now. It's taking too long.","listText":"Joe Biden is out dated. He needs to retire now. It's taking too long.","text":"Joe Biden is out dated. He needs to retire now. It's taking too long.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392583282426072","repostId":"2503153511","repostType":2,"repost":{"id":"2503153511","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1736857200,"share":"https://ttm.financial/m/news/2503153511?lang=&edition=fundamental","pubTime":"2025-01-14 20:20","market":"us","language":"en","title":"Biden’s Latest AI Rules Sink Chip Stocks. A Trump Rally Could Be Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2503153511","media":"Dow Jones","summary":"The Biden administration is throwing a last-minute wrench into the AI trade.Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip expor","content":"<html><head></head><body><p style=\"text-align: start;\">The Biden administration is throwing a last-minute wrench into the AI trade.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9e1060a047f88055ec8c2a1991d32998\" alt=\"Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip export rules.\" title=\"Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip export rules.\" tg-width=\"924\" tg-height=\"608\"/><span>Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip export rules.</span></p><p style=\"text-align: start;\">On Monday, the Commerce Department outlined new rules that impose caps on how many advanced artificial intelligence chips can be exported to certain countries, along with additional licensing requirements for AI technology.</p><p>“This policy will help build a trusted technology ecosystem around the world and allow us to protect against the national security risks associated with AI, while ensuring controls do not stifle innovation or US technological leadership,” U.S. Secretary of Commerce Gina Raimondo said in a press release.</p><p>Raimondo said the new restrictions would keep advanced AI technology away from America’s adversaries.</p><p>The key difference in Monday’s announcement is the expansion of AI chip restrictions, licensing approvals, or caps to more than 120 countries beyond China. The number of countries impacted was first reported by the Wall Street Journal.</p><p>Investors reacted strongly to the latest news, sending chip names down on Monday. Nvidia shares were down 2%, while the SOX chip index was off 0.4%. Shares of Micron Technology, a maker of AI server memory, fell 4.3%.</p><p style=\"text-align: start;\">But the selloff could prove short-lived, with the incoming Trump administration likely to take a different approach to AI controls.</p><p style=\"text-align: start;\">Nvidia’s prospects for the China market were already diminished from prior restrictions put into place in late 2023. Those rules meant long-term revenue from China have curtailed as AI chip technology has advanced.</p><p style=\"text-align: start;\">Nvidia says the new Biden policy is “unprecedented” and puts U.S. AI leadership in “jeopardy.”</p><p style=\"text-align: start;\">“In its last days in office, the Biden Administration seeks to undermine America’s leadership with a 200+ page regulatory morass, drafted in secret and without proper legislative review,” Ned Finkle, Nvidia’s vice president of government affairs, said in a statement. “This sweeping overreach would impose bureaucratic control over how America’s leading semiconductors, computers, systems, and even software are designed and marketed globally.”</p><p style=\"text-align: start;\">Part of Nvidia’s thinking is that by making it more onerous and difficult for companies in most of the world to attain Nvidia’s chips, it opens the door for China to expand its market share in the countries on the U.S. restriction list. The policy, critics contend, could ultimately strengthen China’s AI chips by making them the standard for those countries to build upon.</p><p style=\"text-align: start;\">The good news for Nvidia is the new rules won’t take effect until after a 120-day comment period. Judging from statements against Biden’s prior AI executive order and against onerous AI regulations, the incoming Trump administration is likely to revoke or change the policy before that happens.</p><p style=\"text-align: start;\">In October 2023, the Biden administration issued an executive order on artificial intelligence, invoking the Defense Production Act. It required companies to report and send test results to the government when developing more powerful versions of AI systems among other regulations.</p><p style=\"text-align: start;\">Trump made repealing the AI executive order a central tenet of his presidential campaign. “We will repeal Joe Biden’s dangerous Executive Order that hinders AI Innovation,” his campaign platform said.</p><p style=\"text-align: start;\">The Trump transition team didn’t immediately respond to a request for comment on the latest AI restrictions.</p><p style=\"text-align: start;\">It’s likely Trump will revamp any AI chip policy to fit his administration’s objectives.</p><p style=\"text-align: start;\">“We will WIN the battle for A.I. superiority, which is key to National Security and our Nation’s Prosperity,” Trump said in late November, when he nominated Gov. Doug Burgum to lead the Interior Department, adding the U.S. would lead in AI technology innovation by cutting regulation.</p><p style=\"text-align: start;\">Nvidia’s business would likely see a boost if the Trump administration eases the buildout of AI infrastructure and relaxes rules around the development of nuclear reactors, which could be critical in providing sufficient energy for AI projects in the next decade.</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>Biden’s Latest AI Rules Sink Chip Stocks. A Trump Rally Could Be Next</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\">\nBiden’s Latest AI Rules Sink Chip Stocks. A Trump Rally Could Be Next\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\">2025-01-14 20:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">The Biden administration is throwing a last-minute wrench into the AI trade.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9e1060a047f88055ec8c2a1991d32998\" alt=\"Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip export rules.\" title=\"Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip export rules.\" tg-width=\"924\" tg-height=\"608\"/><span>Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip export rules.</span></p><p style=\"text-align: start;\">On Monday, the Commerce Department outlined new rules that impose caps on how many advanced artificial intelligence chips can be exported to certain countries, along with additional licensing requirements for AI technology.</p><p>“This policy will help build a trusted technology ecosystem around the world and allow us to protect against the national security risks associated with AI, while ensuring controls do not stifle innovation or US technological leadership,” U.S. Secretary of Commerce Gina Raimondo said in a press release.</p><p>Raimondo said the new restrictions would keep advanced AI technology away from America’s adversaries.</p><p>The key difference in Monday’s announcement is the expansion of AI chip restrictions, licensing approvals, or caps to more than 120 countries beyond China. The number of countries impacted was first reported by the Wall Street Journal.</p><p>Investors reacted strongly to the latest news, sending chip names down on Monday. Nvidia shares were down 2%, while the SOX chip index was off 0.4%. Shares of Micron Technology, a maker of AI server memory, fell 4.3%.</p><p style=\"text-align: start;\">But the selloff could prove short-lived, with the incoming Trump administration likely to take a different approach to AI controls.</p><p style=\"text-align: start;\">Nvidia’s prospects for the China market were already diminished from prior restrictions put into place in late 2023. Those rules meant long-term revenue from China have curtailed as AI chip technology has advanced.</p><p style=\"text-align: start;\">Nvidia says the new Biden policy is “unprecedented” and puts U.S. AI leadership in “jeopardy.”</p><p style=\"text-align: start;\">“In its last days in office, the Biden Administration seeks to undermine America’s leadership with a 200+ page regulatory morass, drafted in secret and without proper legislative review,” Ned Finkle, Nvidia’s vice president of government affairs, said in a statement. “This sweeping overreach would impose bureaucratic control over how America’s leading semiconductors, computers, systems, and even software are designed and marketed globally.”</p><p style=\"text-align: start;\">Part of Nvidia’s thinking is that by making it more onerous and difficult for companies in most of the world to attain Nvidia’s chips, it opens the door for China to expand its market share in the countries on the U.S. restriction list. The policy, critics contend, could ultimately strengthen China’s AI chips by making them the standard for those countries to build upon.</p><p style=\"text-align: start;\">The good news for Nvidia is the new rules won’t take effect until after a 120-day comment period. Judging from statements against Biden’s prior AI executive order and against onerous AI regulations, the incoming Trump administration is likely to revoke or change the policy before that happens.</p><p style=\"text-align: start;\">In October 2023, the Biden administration issued an executive order on artificial intelligence, invoking the Defense Production Act. It required companies to report and send test results to the government when developing more powerful versions of AI systems among other regulations.</p><p style=\"text-align: start;\">Trump made repealing the AI executive order a central tenet of his presidential campaign. “We will repeal Joe Biden’s dangerous Executive Order that hinders AI Innovation,” his campaign platform said.</p><p style=\"text-align: start;\">The Trump transition team didn’t immediately respond to a request for comment on the latest AI restrictions.</p><p style=\"text-align: start;\">It’s likely Trump will revamp any AI chip policy to fit his administration’s objectives.</p><p style=\"text-align: start;\">“We will WIN the battle for A.I. superiority, which is key to National Security and our Nation’s Prosperity,” Trump said in late November, when he nominated Gov. Doug Burgum to lead the Interior Department, adding the U.S. would lead in AI technology innovation by cutting regulation.</p><p style=\"text-align: start;\">Nvidia’s business would likely see a boost if the Trump administration eases the buildout of AI infrastructure and relaxes rules around the development of nuclear reactors, which could be critical in providing sufficient energy for AI projects in the next decade.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","MU":"美光科技","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4527":"明星科技股","ARM":"ARM Holdings","ASML":"阿斯麦","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","AVGO":"博通","SMCI":"超微电脑","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","INTC":"英特尔","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","QCOM":"高通","MRVL":"迈威尔科技","UMC":"联电","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","ON":"安森美半导体","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","STM":"意法半导体","NXPI":"恩智浦","NVDA":"英伟达","MCHP":"微芯科技","TSM":"台积电","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","GFS":"GLOBALFOUNDRIES Inc.","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","SOX":"费城半导体指数","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","AMD":"美国超微公司","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999001424.SGD":"United E-Commerce Fund SGD","AMAT":"应用材料","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","TXN":"德州仪器","UCTT":"超科林半导体"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2503153511","content_text":"The Biden administration is throwing a last-minute wrench into the AI trade.Jensen Huang, co-founder and CEO of Nvidia. The company is speaking out against the Biden administration’s latest chip export rules.On Monday, the Commerce Department outlined new rules that impose caps on how many advanced artificial intelligence chips can be exported to certain countries, along with additional licensing requirements for AI technology.“This policy will help build a trusted technology ecosystem around the world and allow us to protect against the national security risks associated with AI, while ensuring controls do not stifle innovation or US technological leadership,” U.S. Secretary of Commerce Gina Raimondo said in a press release.Raimondo said the new restrictions would keep advanced AI technology away from America’s adversaries.The key difference in Monday’s announcement is the expansion of AI chip restrictions, licensing approvals, or caps to more than 120 countries beyond China. The number of countries impacted was first reported by the Wall Street Journal.Investors reacted strongly to the latest news, sending chip names down on Monday. Nvidia shares were down 2%, while the SOX chip index was off 0.4%. Shares of Micron Technology, a maker of AI server memory, fell 4.3%.But the selloff could prove short-lived, with the incoming Trump administration likely to take a different approach to AI controls.Nvidia’s prospects for the China market were already diminished from prior restrictions put into place in late 2023. Those rules meant long-term revenue from China have curtailed as AI chip technology has advanced.Nvidia says the new Biden policy is “unprecedented” and puts U.S. AI leadership in “jeopardy.”“In its last days in office, the Biden Administration seeks to undermine America’s leadership with a 200+ page regulatory morass, drafted in secret and without proper legislative review,” Ned Finkle, Nvidia’s vice president of government affairs, said in a statement. “This sweeping overreach would impose bureaucratic control over how America’s leading semiconductors, computers, systems, and even software are designed and marketed globally.”Part of Nvidia’s thinking is that by making it more onerous and difficult for companies in most of the world to attain Nvidia’s chips, it opens the door for China to expand its market share in the countries on the U.S. restriction list. The policy, critics contend, could ultimately strengthen China’s AI chips by making them the standard for those countries to build upon.The good news for Nvidia is the new rules won’t take effect until after a 120-day comment period. Judging from statements against Biden’s prior AI executive order and against onerous AI regulations, the incoming Trump administration is likely to revoke or change the policy before that happens.In October 2023, the Biden administration issued an executive order on artificial intelligence, invoking the Defense Production Act. It required companies to report and send test results to the government when developing more powerful versions of AI systems among other regulations.Trump made repealing the AI executive order a central tenet of his presidential campaign. “We will repeal Joe Biden’s dangerous Executive Order that hinders AI Innovation,” his campaign platform said.The Trump transition team didn’t immediately respond to a request for comment on the latest AI restrictions.It’s likely Trump will revamp any AI chip policy to fit his administration’s objectives.“We will WIN the battle for A.I. superiority, which is key to National Security and our Nation’s Prosperity,” Trump said in late November, when he nominated Gov. Doug Burgum to lead the Interior Department, adding the U.S. would lead in AI technology innovation by cutting regulation.Nvidia’s business would likely see a boost if the Trump administration eases the buildout of AI infrastructure and relaxes rules around the development of nuclear reactors, which could be critical in providing sufficient energy for AI projects in the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392575423516808,"gmtCreate":1736867634610,"gmtModify":1736867635658,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392575423516808","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390454201086128,"gmtCreate":1736344145288,"gmtModify":1736344149183,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"HSBC wants to buy AMD at cheaper price is it?","listText":"HSBC wants to buy AMD at cheaper price is it?","text":"HSBC wants to buy AMD at cheaper price is it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390454201086128","repostId":"1108558624","repostType":2,"repost":{"id":"1108558624","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":1736335815,"share":"https://ttm.financial/m/news/1108558624?lang=&edition=fundamental","pubTime":"2025-01-08 19:30","market":"us","language":"en","title":"AMD Shares Pare Gains, Last Down 2% After HSBC Downgrades to Reduce From Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1108558624","media":"Tiger Newspress","summary":"AMD shares pare gains, last down 2%. HSBC downgraded AMD to Reduce from Buy with a $110 price target.","content":"<html><head></head><body><p>AMD shares pare gains, last down 2%. HSBC downgraded AMD to Reduce from Buy with a $110 price target.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe2cfe150d4dfca937f1b2ef8daa3590\" tg-width=\"427\" tg-height=\"426\"/></p><p></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>AMD Shares Pare Gains, Last Down 2% After HSBC Downgrades to Reduce From Buy</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\">\nAMD Shares Pare Gains, Last Down 2% After HSBC Downgrades to Reduce From Buy\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\">2025-01-08 19:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AMD shares pare gains, last down 2%. HSBC downgraded AMD to Reduce from Buy with a $110 price target.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe2cfe150d4dfca937f1b2ef8daa3590\" tg-width=\"427\" tg-height=\"426\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108558624","content_text":"AMD shares pare gains, last down 2%. HSBC downgraded AMD to Reduce from Buy with a $110 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388614769946984,"gmtCreate":1735917163061,"gmtModify":1735917166873,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"When woods sell is time to buy","listText":"When woods sell is time to buy","text":"When woods sell is time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388614769946984","repostId":"2500053439","repostType":2,"repost":{"id":"2500053439","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1735845824,"share":"https://ttm.financial/m/news/2500053439?lang=&edition=fundamental","pubTime":"2025-01-03 03:23","market":"sg","language":"en","title":"SoFi Technologies Shares Fall After Keefe, Bruyette & Woods Downgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=2500053439","media":"MT Newswires Live","summary":"SoFi Technologies  shares fell 8.6% in recent trading Thursday after Keefe, Bruyette & Woods downgraded the stock to underperform from market perform.The brokerage raised the price target on the stock to $8 from $7.Intraday volume topped 60.3 million shares against the daily average of 53 million.Price: 14.08, Change: -1.33, Percent Change: -8.60","content":"<html><body><p> SoFi Technologies (SOFI) shares fell 8.6% in recent trading Thursday after Keefe, Bruyette &amp; Woods downgraded the stock to underperform from market perform.</p><p>The brokerage raised the price target on the stock to $8 from $7.</p><p>Intraday volume topped 60.3 million shares against the daily average of 53 million.</p><p>Price: 14.08, Change: -1.33, Percent Change: -8.60</p></body></html>","source":"mtnewswires_news","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>SoFi Technologies Shares Fall After Keefe, Bruyette & Woods Downgrade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\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\">\nSoFi Technologies Shares Fall After Keefe, Bruyette & Woods Downgrade\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-01-03 03:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> SoFi Technologies (SOFI) shares fell 8.6% in recent trading Thursday after Keefe, Bruyette &amp; Woods downgraded the stock to underperform from market perform.</p><p>The brokerage raised the price target on the stock to $8 from $7.</p><p>Intraday volume topped 60.3 million shares against the daily average of 53 million.</p><p>Price: 14.08, Change: -1.33, Percent Change: -8.60</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2500053439","content_text":"SoFi Technologies (SOFI) shares fell 8.6% in recent trading Thursday after Keefe, Bruyette & Woods downgraded the stock to underperform from market perform.The brokerage raised the price target on the stock to $8 from $7.Intraday volume topped 60.3 million shares against the daily average of 53 million.Price: 14.08, Change: -1.33, Percent Change: -8.60","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380810557628600,"gmtCreate":1734015463751,"gmtModify":1734015466413,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380810557628600","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371288438358200,"gmtCreate":1731655796085,"gmtModify":1731655799927,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Amazon wants to do everything will get backfire. Lost focus.&nbsp;","listText":"Amazon wants to do everything will get backfire. Lost focus.&nbsp;","text":"Amazon wants to do everything will get backfire. Lost focus.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371288438358200","repostId":"2483331835","repostType":2,"repost":{"id":"2483331835","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1731615300,"share":"https://ttm.financial/m/news/2483331835?lang=&edition=fundamental","pubTime":"2024-11-15 04:15","market":"fut","language":"en","title":"Hims & Hers Stock Drops After Amazon Says It Will Offer Hair-Loss Treatments -- WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2483331835","media":"Dow Jones","summary":"Shares of Hims & Hers slid after Amazon.com said it would offer cheap treatments for concerns like hair loss, skin care and erectile dysfunction, directly competing with the telehealth startup.Amazon on Thursday launched the treatments through its One Medical telehealth service, and Amazon Prime members are eligible for free shipping, the company said.Hims & Hers's stock is down 25% in Thursday trading. Shares have more than doubled this year, due in part to the company's introduction of weight-loss treatments in May. Amazon's online pharmacy partnered with Lilly in March to fill prescriptions for the weight-loss drug Zepbound.Hims & Hers gained popularity as one of the first companies to directly ship hair and skin treatments to telehealth patients. The company said this month it had more than 2 million subscribers in the third quarter, a 40% boost from a year ago.Amazon's push into low-cost treatments follows its launch of Haul, a budget online storefront similar to Temu or Shein.Ama","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n       By Jasmine Li \n</p>\n<p>\n     Shares of Hims &amp; Hers slid after Amazon.com said it would offer cheap treatments for concerns like hair loss, skin care and erectile dysfunction, directly competing with the telehealth startup. \n</p>\n<p>\n     Amazon on Thursday launched the treatments through its One Medical telehealth service, and Amazon Prime members are eligible for free shipping, the company said. \n</p>\n<p>\n     Hims &amp; Hers's stock is down 25% in Thursday trading. Shares have more than doubled this year, due in part to the company's introduction of weight-loss treatments in May. Amazon's online pharmacy partnered with Lilly in March to fill prescriptions for the weight-loss drug Zepbound. \n</p>\n<p>\n     Hims &amp; Hers gained popularity as one of the first companies to directly ship hair and skin treatments to telehealth patients. The company said this month it had more than 2 million subscribers in the third quarter, a 40% boost from a year ago. \n</p>\n<p>\n     Amazon's push into low-cost treatments follows its launch of Haul, a budget online storefront similar to Temu or Shein. \n</p>\n<p>\n     Amazon said Prime members can access these treatments starting at: \n</p>\n<p>\n     -- Anti-aging skin-care: $10 a month \n</p>\n<p>\n     -- Men's hair loss: $16 a month \n</p>\n<p>\n     -- Erectile dysfunction treatment: $19 a month \n</p>\n<p>\n     -- Eyelash growth: $43 a month \n</p>\n<p>\n     -- Motion sickness treatment: $2 a month \n</p>\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<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 14, 2024 15:15 ET (20:15 GMT)\n</p>\n<p>\n  Copyright (c) 2024 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>Hims & Hers Stock Drops After Amazon Says It Will Offer Hair-Loss Treatments -- 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\">\nHims & Hers Stock Drops After Amazon Says It Will Offer Hair-Loss Treatments -- 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\">2024-11-15 04:15</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 Jasmine Li \n</p>\n<p>\n     Shares of Hims &amp; Hers slid after Amazon.com said it would offer cheap treatments for concerns like hair loss, skin care and erectile dysfunction, directly competing with the telehealth startup. \n</p>\n<p>\n     Amazon on Thursday launched the treatments through its One Medical telehealth service, and Amazon Prime members are eligible for free shipping, the company said. \n</p>\n<p>\n     Hims &amp; Hers's stock is down 25% in Thursday trading. Shares have more than doubled this year, due in part to the company's introduction of weight-loss treatments in May. Amazon's online pharmacy partnered with Lilly in March to fill prescriptions for the weight-loss drug Zepbound. \n</p>\n<p>\n     Hims &amp; Hers gained popularity as one of the first companies to directly ship hair and skin treatments to telehealth patients. The company said this month it had more than 2 million subscribers in the third quarter, a 40% boost from a year ago. \n</p>\n<p>\n     Amazon's push into low-cost treatments follows its launch of Haul, a budget online storefront similar to Temu or Shein. \n</p>\n<p>\n     Amazon said Prime members can access these treatments starting at: \n</p>\n<p>\n     -- Anti-aging skin-care: $10 a month \n</p>\n<p>\n     -- Men's hair loss: $16 a month \n</p>\n<p>\n     -- Erectile dysfunction treatment: $19 a month \n</p>\n<p>\n     -- Eyelash growth: $43 a month \n</p>\n<p>\n     -- Motion sickness treatment: $2 a month \n</p>\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<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 14, 2024 15:15 ET (20:15 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483331835","content_text":"By Jasmine Li \n\n\n     Shares of Hims & Hers slid after Amazon.com said it would offer cheap treatments for concerns like hair loss, skin care and erectile dysfunction, directly competing with the telehealth startup. \n\n\n     Amazon on Thursday launched the treatments through its One Medical telehealth service, and Amazon Prime members are eligible for free shipping, the company said. \n\n\n     Hims & Hers's stock is down 25% in Thursday trading. Shares have more than doubled this year, due in part to the company's introduction of weight-loss treatments in May. Amazon's online pharmacy partnered with Lilly in March to fill prescriptions for the weight-loss drug Zepbound. \n\n\n     Hims & Hers gained popularity as one of the first companies to directly ship hair and skin treatments to telehealth patients. The company said this month it had more than 2 million subscribers in the third quarter, a 40% boost from a year ago. \n\n\n     Amazon's push into low-cost treatments follows its launch of Haul, a budget online storefront similar to Temu or Shein. \n\n\n     Amazon said Prime members can access these treatments starting at: \n\n\n     -- Anti-aging skin-care: $10 a month \n\n\n     -- Men's hair loss: $16 a month \n\n\n     -- Erectile dysfunction treatment: $19 a month \n\n\n     -- Eyelash growth: $43 a month \n\n\n     -- Motion sickness treatment: $2 a month \n\n\n       This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n\n\n  (END) Dow Jones Newswires\n\n\n  November 14, 2024 15:15 ET (20:15 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371002118328544,"gmtCreate":1731594864586,"gmtModify":1731594866376,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Hims & Hers Health Inc.(HIMS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371002118328544","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365819448586312,"gmtCreate":1730311958290,"gmtModify":1730311999581,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Hey folks,&nbsp;unnecessary ups and downs!","listText":"Hey folks,&nbsp;unnecessary ups and downs!","text":"Hey folks, unnecessary ups and downs!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365819448586312","repostId":"1188006859","repostType":2,"repost":{"id":"1188006859","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1730311272,"share":"https://ttm.financial/m/news/1188006859?lang=&edition=fundamental","pubTime":"2024-10-31 02:01","market":"hk","language":"zh","title":"异动解读 | Hims & Hers Health Inc盘中大跌16% 或因竞品减肥药获批","url":"https://stock-news.laohu8.com/highlight/detail?id=1188006859","media":"异动解读","summary":"远程医疗公司Hims & Hers Health Inc.(HIMS.us)于2024年10月30日盘中股价大跌16.06%,引发市场关注。 根据分析师看法,这很可能与该公司减肥药业务所面临的竞争加剧有关。\n\n10月30日,诺和诺德公司的减肥药Wegovy在美国获准上市所有五种剂量强度。这一竞品进入市场或引发了投资者对Hims & Hers Health在减肥药领域业务前景的担忧。\n\n分析机构Leerink Partners指出,尽管GLP-1类似减肥药营收目前在公司总收入中仍占比很小,但HIMS的股价波动可能会受到相关新闻的影响。这种风险可能导致股价经历不必要的大起大落。","content":"<p>远程医疗公司Hims & Hers Health Inc.(HIMS.us)于2024年10月30日盘中股价大跌16.06%,引发市场关注。 根据分析师看法,这很可能与该公司减肥药业务所面临的竞争加剧有关。</p>\n\n<p>10月30日,诺和诺德公司的减肥药Wegovy在美国获准上市所有五种剂量强度。这一竞品进入市场或引发了投资者对Hims & Hers Health在减肥药领域业务前景的担忧。</p>\n\n<p>分析机构Leerink Partners指出,尽管GLP-1类似减肥药营收目前在公司总收入中仍占比很小,但HIMS的股价波动可能会受到相关新闻的影响。这种风险可能导致股价经历不必要的大起大落。</p>","source":"ai_movement_cn","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>异动解读 | Hims & Hers Health Inc盘中大跌16% 或因竞品减肥药获批</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\">\n异动解读 | Hims & Hers Health Inc盘中大跌16% 或因竞品减肥药获批\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-31 02:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>远程医疗公司Hims & Hers Health Inc.(HIMS.us)于2024年10月30日盘中股价大跌16.06%,引发市场关注。 根据分析师看法,这很可能与该公司减肥药业务所面临的竞争加剧有关。</p>\n\n<p>10月30日,诺和诺德公司的减肥药Wegovy在美国获准上市所有五种剂量强度。这一竞品进入市场或引发了投资者对Hims & Hers Health在减肥药领域业务前景的担忧。</p>\n\n<p>分析机构Leerink Partners指出,尽管GLP-1类似减肥药营收目前在公司总收入中仍占比很小,但HIMS的股价波动可能会受到相关新闻的影响。这种风险可能导致股价经历不必要的大起大落。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188006859","content_text":"远程医疗公司Hims & Hers Health Inc.(HIMS.us)于2024年10月30日盘中股价大跌16.06%,引发市场关注。 根据分析师看法,这很可能与该公司减肥药业务所面临的竞争加剧有关。\n10月30日,诺和诺德公司的减肥药Wegovy在美国获准上市所有五种剂量强度。这一竞品进入市场或引发了投资者对Hims & Hers Health在减肥药领域业务前景的担忧。\n分析机构Leerink Partners指出,尽管GLP-1类似减肥药营收目前在公司总收入中仍占比很小,但HIMS的股价波动可能会受到相关新闻的影响。这种风险可能导致股价经历不必要的大起大落。","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365656017965296,"gmtCreate":1730311599841,"gmtModify":1730311601759,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Hims & Hers Health Inc.(HIMS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365656017965296","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358963545334008,"gmtCreate":1728645486779,"gmtModify":1728645490883,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a><v-v data-views=\"1\"></v-v>fishy... Trying to push down the share price with the same news over and over&nbsp;again.[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a><v-v data-views=\"1\"></v-v>fishy... Trying to push down the share price with the same news over and over&nbsp;again.[Happy]&nbsp;","text":"$Hims & Hers Health Inc.(HIMS)$ fishy... Trying to push down the share price with the same news over and over again.[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358963545334008","isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356577683116176,"gmtCreate":1728064656295,"gmtModify":1728064659911,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"1&amp;8,5&amp;7","listText":"1&amp;8,5&amp;7","text":"1&8,5&7","images":[{"img":"https://community-static.tradeup.com/news/a2bee09d89186ce56d97dd16c06da114"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356577683116176","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356576997081168,"gmtCreate":1728064506631,"gmtModify":1728064509863,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"1&amp;8,5&amp;7","listText":"1&amp;8,5&amp;7","text":"1&8,5&7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356576997081168","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356464461222248,"gmtCreate":1728029542324,"gmtModify":1728029546321,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356464461222248","repostId":"2472647971","repostType":2,"repost":{"id":"2472647971","kind":"highlight","pubTimestamp":1727980810,"share":"https://ttm.financial/m/news/2472647971?lang=&edition=fundamental","pubTime":"2024-10-04 02:40","market":"hk","language":"en","title":"Is Hims & Hers rally at risk as GLP-1 shortages ease?","url":"https://stock-news.laohu8.com/highlight/detail?id=2472647971","media":"seekingalpha","summary":"Hims & Hers (NYSE:HIMS), the telehealth platform that offers compounded versions of weight loss drugs, dropped more than 10% on Thursday after the FDA confirmed that Eli Lilly's (LLY) GLP-1 tirzepatid","content":"<html><body><p>Hims &amp; Hers (<span>NYSE:HIMS</span>), the telehealth platform that offers compounded versions of weight loss drugs, dropped more than 10% on Thursday after the FDA confirmed that Eli Lilly's (LLY) GLP-1 tirzepatide was no longer in shortage.</p> <p>The update is the<span> latest overhang on a stock that has more than doubled in value during the past 12 months. That includes an over 20% rise on a single day in May when the company announced plans to launch compounded versions of Novo Nordisk's (</span>NVO<span>) weight loss product </span>semaglutide at a sharp discount.</p> <p>The stock has lost ~9% since then as weight loss drugmakers took steps to improve GLP-1 shortages and widen their market reach while the FDA continued to issue warnings on compounded GLP-1s.</p> <p>The agency's latest update on tirzepatide was no exception. \"Compounded drugs are not approved by the FDA. FDA-approved drugs go through FDA's rigorous review for safety, effectiveness, and quality as part of the premarket approval process,\" the regulator said.</p> <p>Meanwhile, drugmakers adopted novel tactics to ease the shortages and improve GLP-1s' market access. LLY's recent decision to slash prices of the two lowest dosing strengths of tirzepatide sent HIMS shares sharply lower in late August.</p> <p>Novo Holdings, the investment arm of Novo Nordisk's (NVO) controlling investor, is expected to close its $16.5B acquisition of contract drug manufacturer <a href=\"https://laohu8.com/S/CTLT\">Catalent</a> (CTLT) this year, a move expected to ease semaglutide shortages and hurt Hims' (HIMS) compounding business.</p> <p>However, HIMS continues to see prospects in a post-shortage scenario thanks to tweaked versions of the drug.</p> <p>\"Even in a post-shortage world, we expect the continued expansion of our product portfolio in this category, particularly personalized treatments, to create an offering that is safe, accessible, and durable in the long term,\" a company spokesperson told Barron's.</p> <p>Meanwhile, Seeking Alpha analyst Michael Wiggins De Oliveira continues to see value in HIMS despite looming risks and over ~91% rally this year. \"I'm holding firm despite the uncertainties around Hims &amp; Hers' ability to sell weight loss drugs once shortages end,\" the analyst wrote, reaffirming his strong buy on the stock.</p> <p>With no downgrades on the stock since August, Wall Street analysts agree. \"HIMS is not just a GLP-1 story,\" Needham argued recently, launching its coverage with a Buy recommendation and a $24 target.</p> </body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Hims & Hers rally at risk as GLP-1 shortages ease?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Hims & Hers rally at risk as GLP-1 shortages ease?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-04 02:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4156219-can-hims-hers-stock-rally-glp-1-shortages><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hims & Hers (NYSE:HIMS), the telehealth platform that offers compounded versions of weight loss drugs, dropped more than 10% on Thursday after the FDA confirmed that Eli Lilly's (LLY) GLP-1 ...</p>\n\n<a href=\"https://seekingalpha.com/news/4156219-can-hims-hers-stock-rally-glp-1-shortages\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1743274641/image_1743274641.jpg","relate_stocks":{"BK4196":"保健护理服务","HIMS":"Hims & Hers Health Inc."},"source_url":"https://seekingalpha.com/news/4156219-can-hims-hers-stock-rally-glp-1-shortages","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2472647971","content_text":"Hims & Hers (NYSE:HIMS), the telehealth platform that offers compounded versions of weight loss drugs, dropped more than 10% on Thursday after the FDA confirmed that Eli Lilly's (LLY) GLP-1 tirzepatide was no longer in shortage. The update is the latest overhang on a stock that has more than doubled in value during the past 12 months. That includes an over 20% rise on a single day in May when the company announced plans to launch compounded versions of Novo Nordisk's (NVO) weight loss product semaglutide at a sharp discount. The stock has lost ~9% since then as weight loss drugmakers took steps to improve GLP-1 shortages and widen their market reach while the FDA continued to issue warnings on compounded GLP-1s. The agency's latest update on tirzepatide was no exception. \"Compounded drugs are not approved by the FDA. FDA-approved drugs go through FDA's rigorous review for safety, effectiveness, and quality as part of the premarket approval process,\" the regulator said. Meanwhile, drugmakers adopted novel tactics to ease the shortages and improve GLP-1s' market access. LLY's recent decision to slash prices of the two lowest dosing strengths of tirzepatide sent HIMS shares sharply lower in late August. Novo Holdings, the investment arm of Novo Nordisk's (NVO) controlling investor, is expected to close its $16.5B acquisition of contract drug manufacturer Catalent (CTLT) this year, a move expected to ease semaglutide shortages and hurt Hims' (HIMS) compounding business. However, HIMS continues to see prospects in a post-shortage scenario thanks to tweaked versions of the drug. \"Even in a post-shortage world, we expect the continued expansion of our product portfolio in this category, particularly personalized treatments, to create an offering that is safe, accessible, and durable in the long term,\" a company spokesperson told Barron's. Meanwhile, Seeking Alpha analyst Michael Wiggins De Oliveira continues to see value in HIMS despite looming risks and over ~91% rally this year. \"I'm holding firm despite the uncertainties around Hims & Hers' ability to sell weight loss drugs once shortages end,\" the analyst wrote, reaffirming his strong buy on the stock. With no downgrades on the stock since August, Wall Street analysts agree. \"HIMS is not just a GLP-1 story,\" Needham argued recently, launching its coverage with a Buy recommendation and a $24 target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356111310577776,"gmtCreate":1727950711814,"gmtModify":1727950715713,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Same old news again&nbsp;","listText":"Same old news again&nbsp;","text":"Same old news again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356111310577776","repostId":"1135720096","repostType":2,"repost":{"id":"1135720096","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1727942673,"share":"https://ttm.financial/m/news/1135720096?lang=&edition=fundamental","pubTime":"2024-10-03 16:04","market":"us","language":"en","title":"Stock Track | Hims & Hers Stock Plunges on Concerns Over Weight-Loss Drug Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1135720096","media":"Stock Track","summary":"Shares of Hims & Hers Health Inc.  plunged nearly 8% in pre-market trading on Wednesday, as investors reacted to concerns over the potential end of a shortage that has allowed the telehealth company to offer affordable versions of popular weight-loss drugs.Hims & Hers has been selling compounded versions of drugs like Wegovy and Ozempic, which are used for weight loss and diabetes treatment, at a fraction of the cost charged by pharmaceutical giants Eli Lilly and Novo Nordisk. The company has be","content":"<p>Shares of Hims & Hers Health Inc. (HIMS) plunged nearly 8% in pre-market trading on Wednesday, as investors reacted to concerns over the potential end of a shortage that has allowed the telehealth company to offer affordable versions of popular weight-loss drugs.</p>\n\n<p>Hims & Hers has been selling compounded versions of drugs like Wegovy and Ozempic, which are used for weight loss and diabetes treatment, at a fraction of the cost charged by pharmaceutical giants Eli Lilly and Novo Nordisk. The company has been able to do so due to federal laws that allow compounding pharmacies to produce copies of drugs that are in shortage.</p>\n\n<p>However, the Food and Drug Administration (FDA) is currently working to determine whether the supply of these drugs is sufficient to consider the shortages resolved. If the FDA lifts the shortage designation, compounding pharmacies would be required to stop producing the copycat drugs within 60 days, potentially dealing a significant blow to Hims & Hers' revenue from this segment.</p>","source":"ai_movement_en","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>Stock Track | Hims & Hers Stock Plunges on Concerns Over Weight-Loss Drug Shortage</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\">\nStock Track | Hims & Hers Stock Plunges on Concerns Over Weight-Loss Drug Shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-10-03 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of Hims & Hers Health Inc. (HIMS) plunged nearly 8% in pre-market trading on Wednesday, as investors reacted to concerns over the potential end of a shortage that has allowed the telehealth company to offer affordable versions of popular weight-loss drugs.</p>\n\n<p>Hims & Hers has been selling compounded versions of drugs like Wegovy and Ozempic, which are used for weight loss and diabetes treatment, at a fraction of the cost charged by pharmaceutical giants Eli Lilly and Novo Nordisk. The company has been able to do so due to federal laws that allow compounding pharmacies to produce copies of drugs that are in shortage.</p>\n\n<p>However, the Food and Drug Administration (FDA) is currently working to determine whether the supply of these drugs is sufficient to consider the shortages resolved. If the FDA lifts the shortage designation, compounding pharmacies would be required to stop producing the copycat drugs within 60 days, potentially dealing a significant blow to Hims & Hers' revenue from this segment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HIMS":"Hims & Hers Health Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135720096","content_text":"Shares of Hims & Hers Health Inc. (HIMS) plunged nearly 8% in pre-market trading on Wednesday, as investors reacted to concerns over the potential end of a shortage that has allowed the telehealth company to offer affordable versions of popular weight-loss drugs.\nHims & Hers has been selling compounded versions of drugs like Wegovy and Ozempic, which are used for weight loss and diabetes treatment, at a fraction of the cost charged by pharmaceutical giants Eli Lilly and Novo Nordisk. The company has been able to do so due to federal laws that allow compounding pharmacies to produce copies of drugs that are in shortage.\nHowever, the Food and Drug Administration (FDA) is currently working to determine whether the supply of these drugs is sufficient to consider the shortages resolved. If the FDA lifts the shortage designation, compounding pharmacies would be required to stop producing the copycat drugs within 60 days, potentially dealing a significant blow to Hims & Hers' revenue from this segment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353216943710216,"gmtCreate":1727271387294,"gmtModify":1727271391043,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Rate cut will increase refinancing and lending business. Sofi is a buy.","listText":"Rate cut will increase refinancing and lending business. Sofi is a buy.","text":"Rate cut will increase refinancing and lending business. Sofi is a buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353216943710216","repostId":"2470573672","repostType":2,"repost":{"id":"2470573672","kind":"highlight","pubTimestamp":1727269594,"share":"https://ttm.financial/m/news/2470573672?lang=&edition=fundamental","pubTime":"2024-09-25 21:06","market":"us","language":"en","title":"Is SoFi Technologies Inc. (SOFI) the Worst AI Stock to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2470573672","media":"Insider Monkey","summary":"We recently compiled a list of the 10 Worst AI Stocks to Buy According to Reddit. In this article, we will look at where SoFi Technologies Inc.  ranks among the worst AI stocks to buy.In the lead-up to the September rate cut decision, analysts had expressed a variety of opinions regarding the 50 basis-point cut, with some supporting and others opposing it. Some of them suggested that lower interest rates could create opportunities in small and mid-cap stocks, which may benefit from a more favorable borrowing environment.Michael Khouw, OpenInterest.PRO Chief Strategist, discussed that the stock market experienced a broadly lower performance recently, with the NASDAQ Composite suffering the most significant decline, down 0.5%. The S&P 500 also saw a decrease, giving up 24 points to close below 5,700, while the Dow Jones Industrial Average was down by 60 points at the time of reporting. Despite this overall downturn, the utility sector outp","content":"<html><body><p>We recently compiled a list of the <strong>10 Worst AI Stocks to Buy According to <a href=\"https://laohu8.com/S/RDDT\">Reddit</a></strong>. In this article, we will look at where <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a> (NASDAQ:SOFI) ranks among the worst AI stocks to buy.</p>\n<h2>Are AI Stocks on the Rise Again?</h2>\n<p>In the lead-up to the September rate cut decision, analysts had expressed a variety of opinions regarding the 50 basis-point cut, with some supporting and others opposing it. Some of them suggested that lower interest rates could create opportunities in small and mid-cap stocks, which may benefit from a more favorable borrowing environment.</p>\n<p>Officials at the Fed maintained the opinion that this timely monetary policy adjustment was purely based on economic data and wasn’t politically motivated. Additionally, it isn’t just influenced by recent employment data but rather as a part of a broader strategy established earlier in July, aimed at managing inflation while maintaining low unemployment rates.</p>\n<p>Lower interest rates are now encouraging investors to reconsider their AI stock holdings or diversify their portfolios with a greater focus on AI investments. Cory Johnson, Chief Market Strategist at Futurum Group, discussed how the Fed’s rate cuts have created a positive outlook for tech spending and venture capital investment, particularly in the AI and semiconductor sectors. His opinion was covered in another one of our articles, <strong>10 Worst Artificial Intelligence (AI) Stocks To Buy According to Financial Media</strong>. Here’s an excerpt from it:</p>\n<blockquote>\n<p>“Johnson pointed out that there had been a reset in tech stocks when the Fed was not pivoting as quickly as investors would have liked. However, with the recent cut, there seems to be a renewed coupling between tech stocks and market sentiment. Even a reduction of 50 basis points can ease borrowing and spending, leading to increased M&amp;A activity. He said this trend will likely result in heightened investments in technology, particularly AI.</p>\n<p>He also highlighted how lower interest rates could accelerate the shift towards AI computing by making capital more accessible for companies looking to invest in this area. Johnson mentioned that as rates decrease, expected returns on investments look more attractive, especially in growth sectors like tech. This shift could lead to greater confidence among companies to invest in AI.”</p>\n</blockquote>\n<p>Johnson’s insights reflect an optimistic view of tech investments in light of the Fed’s actions, suggesting that companies are exploring new opportunities within AI. At the same time, markets are seeing AI and EVs creating a new wave of power demand growth.</p>\n<p>Michael Khouw, OpenInterest.PRO Chief Strategist, discussed that the stock market experienced a broadly lower performance recently, with the NASDAQ Composite suffering the most significant decline, down 0.5%. The S&amp;P 500 also saw a decrease, giving up 24 points to close below 5,700, while the Dow Jones Industrial Average was down by 60 points at the time of reporting. Despite this overall downturn, the utility sector outperformed the S&amp;P 500 year-to-date and may become even more attractive following recent interest rate cuts and as AI  and electrification drive global power demand.</p>\n<p>Khouw discussed the current state of utilities and acknowledged that while it may seem daunting to invest in a sector that has seen substantial gains, over 7.5% total return since the beginning of last year, it is still an opportune time to consider utilities as an investment. Historically, utilities have not been perceived as a growth sector, but Khouw emphasized that they are currently trading at about 19 times forward earnings, which is relatively high compared to their usual discount to the market.</p>\n<p>He provided historical context regarding electricity demand, noting a significant increase in demand following World War II — a 6.5-fold rise until stagnation began around 2007. He predicts that a new phase of growth in electricity demand is on the horizon, driven primarily by two factors: the rise of electric vehicles (EVs) and the increasing need for data centers fueled by artificial intelligence (AI). He estimates that by 2030, about 50% of vehicles on the road could be electric, significantly impacting electricity consumption. Additionally, expanding data centers to meet AI demands will further elevate electricity needs.</p>\n<p>For investors looking to capitalize on this trend in utilities, Khouw suggested considering a major exchange-traded fund (ETF) that tracks utility stocks. He noted that the ETF has performed exceptionally well, gaining over 40% since October, but there are still investment opportunities. For those cautious about entering after such gains, he recommended using options strategies due to the relatively low premiums associated with utility stocks. Specifically, he proposed buying longer-dated call options and potentially selling downside puts as part of a diagonal risk reversal strategy.</p>\n<p>This landscape indicates a promising rise in AI stocks, driven by the increasing recognition of AI’s transformative potential across various sectors. As electricity demand surges, fueled by the rise of EVs and the expansion of data centers necessary for AI operations, investors are likely to see significant growth opportunities in AI stocks as well. In that context, we’re here with a list of the <strong>10 worst AI stocks to buy according to Reddit</strong>.</p>\n<p><em><strong>Methodology</strong></em></p>\n<p>We sifted through various Reddit threads to compile a list of 15 possible AI stocks with a short interest between 10% and 25%. We then selected 10 stocks with the highest short interest. We have also mentioned the hedge fund sentiment for each stock, as of Q2 2024. The stocks are ranked in descending order of the number of hedge funds that have stakes in them.</p>\n<p>Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (<strong>s</strong><strong>ee more details here</strong>).</p>\n<p><img height=\"816\" src=\"https://s1.yimg.com/uu/api/res/1.2/BXul_Gc66U_oZ94ty989Sg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/07ca2a06635db5c99f6c3db5109e09b1\" width=\"1456\"/></p>\n<h3>SoFi Technologies Inc. (NASDAQ:<strong>SOFI</strong>)</h3>\n<p><em><strong>Short % of Shares Outstanding As of August 30: 17.77%</strong></em></p>\n<p><em><strong>Number of Hedge Fund Holders: 29</strong></em></p>\n<p>SoFi Technologies Inc. (NASDAQ:SOFI) is a financial technology company that operates as a direct bank and supports other financial service providers through its technology platform, using AI to provide a personalized and seamless financial experience. By utilizing AI-powered algorithms, it can analyze individual financial data to offer tailored recommendations.</p>\n<p>For the convenience of its 8.8 million users on 158 million platform accounts, SoFi Technologies Inc. (NASDAQ:SOFI) has integrated Galileo’s conversational AI engine into its app. Cyberbank Konecta, the AI assistant, can handle 80% of common inquiries, reducing response times by 65%.</p>\n<p>The company’s competitive advantage is that it targets consumers with high credit scores through its products. This means that its customers are generally well-off individuals likely to pay back their loans, removing an element of risk from its business model.</p>\n<p>For the full year 2024, the company expects to grow its members by 30%. In Q2 of this year, it added 643,000 new members and made $596.97 million in revenue, up 22.12% year-over-year. Combined, Financial Services and Tech Platform revenue grew 46% year-over-year and made up 45% of total adjusted net revenue. Loan sales were $1.6 billion this quarter</p>\n<p>Continuous product innovation and brand-building are fueling significant member and product growth. The tech platform is also well on its way to becoming the go-to platform for financial services, much like AWS is for technology.</p>\n<p>SoFi Technologies Inc. (NASDAQ:SOFI) presents a good case for robust revenue growth potential, enhanced profitability from its banking license, undervalued valuation compared to traditional banks, and strong technological capabilities. These factors position it as a promising fintech investment.</p>\n<p>Patient Capital Opportunity Equity Strategy stated the following regarding SoFi Technologies, Inc. (NASDAQ:SOFI) in its first quarter 2024 <strong>investor letter</strong>:</p>\n<blockquote>\n<p><strong>“SoFi Technologies, Inc.</strong> (NASDAQ:SOFI) fell in the first quarter despite delivering strong 4Q results and 2024 guidance supported by their non-lending businesses. The company continues to gain share in the digital lending and neo-banking space, consistently growing deposits at $2B a quarter. What differentiates the company is their focus on prime and super-prime customers (average FICO 749). Sofi is early in its life cycle, currently being a small player in a very large total addressable market (TAM). With their strong management team, we believe the company will continue to deliver on their guidance of strong growth and expanding margins.”</p>\n</blockquote>\n<p>Overall SOFI <strong>ranks 10th </strong>on our list of the worst AI stocks to buy. While we acknowledge the potential of SOFI as an investment, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than SOFI but that trades at less than 5 times its earnings, check out our report about the <strong>cheapest AI stock</strong>.</p>   \n<p><b>READ NEXT:</b> <b>$30 Trillion Opportunity: 15 Best Humanoid Robot Stocks to Buy According to Morgan Stanley</b><b> and </b><b>Jim Cramer Says NVIDIA ‘Has Become A Wasteland’</b><strong>.</strong></p>   \n<p>Disclosure: None. This article was originally published on Insider Monkey.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is SoFi Technologies Inc. (SOFI) the Worst AI Stock to Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs SoFi Technologies Inc. (SOFI) the Worst AI Stock to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-25 21:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/sofi-technologies-inc-sofi-worst-130634016.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently compiled a list of the 10 Worst AI Stocks to Buy According to Reddit. In this article, we will look at where SoFi Technologies Inc. (NASDAQ:SOFI) ranks among the worst AI stocks to buy.\n...</p>\n\n<a href=\"https://finance.yahoo.com/news/sofi-technologies-inc-sofi-worst-130634016.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/.YumNRFPuJFmStDhXVIDKw--~B/aD04MTY7dz0xNDU2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/07ca2a06635db5c99f6c3db5109e09b1","relate_stocks":{"QLD":"纳指两倍做多ETF",".IXIC":"NASDAQ Composite","SOFI":"SoFi Technologies Inc.","BK4547":"WSB热门概念","QID":"纳指两倍做空ETF","BK4166":"消费信贷","BK4535":"淡马锡持仓","BK4077":"互动媒体与服务","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF","RDDT":"Reddit","BK4549":"软银资本持仓","SQQQ":"纳指三倍做空ETF","BK4551":"寇图资本持仓"},"source_url":"https://finance.yahoo.com/news/sofi-technologies-inc-sofi-worst-130634016.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2470573672","content_text":"We recently compiled a list of the 10 Worst AI Stocks to Buy According to Reddit. In this article, we will look at where SoFi Technologies Inc. (NASDAQ:SOFI) ranks among the worst AI stocks to buy.\nAre AI Stocks on the Rise Again?\nIn the lead-up to the September rate cut decision, analysts had expressed a variety of opinions regarding the 50 basis-point cut, with some supporting and others opposing it. Some of them suggested that lower interest rates could create opportunities in small and mid-cap stocks, which may benefit from a more favorable borrowing environment.\nOfficials at the Fed maintained the opinion that this timely monetary policy adjustment was purely based on economic data and wasn’t politically motivated. Additionally, it isn’t just influenced by recent employment data but rather as a part of a broader strategy established earlier in July, aimed at managing inflation while maintaining low unemployment rates.\nLower interest rates are now encouraging investors to reconsider their AI stock holdings or diversify their portfolios with a greater focus on AI investments. Cory Johnson, Chief Market Strategist at Futurum Group, discussed how the Fed’s rate cuts have created a positive outlook for tech spending and venture capital investment, particularly in the AI and semiconductor sectors. His opinion was covered in another one of our articles, 10 Worst Artificial Intelligence (AI) Stocks To Buy According to Financial Media. Here’s an excerpt from it:\n\n“Johnson pointed out that there had been a reset in tech stocks when the Fed was not pivoting as quickly as investors would have liked. However, with the recent cut, there seems to be a renewed coupling between tech stocks and market sentiment. Even a reduction of 50 basis points can ease borrowing and spending, leading to increased M&A activity. He said this trend will likely result in heightened investments in technology, particularly AI.\nHe also highlighted how lower interest rates could accelerate the shift towards AI computing by making capital more accessible for companies looking to invest in this area. Johnson mentioned that as rates decrease, expected returns on investments look more attractive, especially in growth sectors like tech. This shift could lead to greater confidence among companies to invest in AI.”\n\nJohnson’s insights reflect an optimistic view of tech investments in light of the Fed’s actions, suggesting that companies are exploring new opportunities within AI. At the same time, markets are seeing AI and EVs creating a new wave of power demand growth.\nMichael Khouw, OpenInterest.PRO Chief Strategist, discussed that the stock market experienced a broadly lower performance recently, with the NASDAQ Composite suffering the most significant decline, down 0.5%. The S&P 500 also saw a decrease, giving up 24 points to close below 5,700, while the Dow Jones Industrial Average was down by 60 points at the time of reporting. Despite this overall downturn, the utility sector outperformed the S&P 500 year-to-date and may become even more attractive following recent interest rate cuts and as AI  and electrification drive global power demand.\nKhouw discussed the current state of utilities and acknowledged that while it may seem daunting to invest in a sector that has seen substantial gains, over 7.5% total return since the beginning of last year, it is still an opportune time to consider utilities as an investment. Historically, utilities have not been perceived as a growth sector, but Khouw emphasized that they are currently trading at about 19 times forward earnings, which is relatively high compared to their usual discount to the market.\nHe provided historical context regarding electricity demand, noting a significant increase in demand following World War II — a 6.5-fold rise until stagnation began around 2007. He predicts that a new phase of growth in electricity demand is on the horizon, driven primarily by two factors: the rise of electric vehicles (EVs) and the increasing need for data centers fueled by artificial intelligence (AI). He estimates that by 2030, about 50% of vehicles on the road could be electric, significantly impacting electricity consumption. Additionally, expanding data centers to meet AI demands will further elevate electricity needs.\nFor investors looking to capitalize on this trend in utilities, Khouw suggested considering a major exchange-traded fund (ETF) that tracks utility stocks. He noted that the ETF has performed exceptionally well, gaining over 40% since October, but there are still investment opportunities. For those cautious about entering after such gains, he recommended using options strategies due to the relatively low premiums associated with utility stocks. Specifically, he proposed buying longer-dated call options and potentially selling downside puts as part of a diagonal risk reversal strategy.\nThis landscape indicates a promising rise in AI stocks, driven by the increasing recognition of AI’s transformative potential across various sectors. As electricity demand surges, fueled by the rise of EVs and the expansion of data centers necessary for AI operations, investors are likely to see significant growth opportunities in AI stocks as well. In that context, we’re here with a list of the 10 worst AI stocks to buy according to Reddit.\nMethodology\nWe sifted through various Reddit threads to compile a list of 15 possible AI stocks with a short interest between 10% and 25%. We then selected 10 stocks with the highest short interest. We have also mentioned the hedge fund sentiment for each stock, as of Q2 2024. The stocks are ranked in descending order of the number of hedge funds that have stakes in them.\nWhy are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n\nSoFi Technologies Inc. (NASDAQ:SOFI)\nShort % of Shares Outstanding As of August 30: 17.77%\nNumber of Hedge Fund Holders: 29\nSoFi Technologies Inc. (NASDAQ:SOFI) is a financial technology company that operates as a direct bank and supports other financial service providers through its technology platform, using AI to provide a personalized and seamless financial experience. By utilizing AI-powered algorithms, it can analyze individual financial data to offer tailored recommendations.\nFor the convenience of its 8.8 million users on 158 million platform accounts, SoFi Technologies Inc. (NASDAQ:SOFI) has integrated Galileo’s conversational AI engine into its app. Cyberbank Konecta, the AI assistant, can handle 80% of common inquiries, reducing response times by 65%.\nThe company’s competitive advantage is that it targets consumers with high credit scores through its products. This means that its customers are generally well-off individuals likely to pay back their loans, removing an element of risk from its business model.\nFor the full year 2024, the company expects to grow its members by 30%. In Q2 of this year, it added 643,000 new members and made $596.97 million in revenue, up 22.12% year-over-year. Combined, Financial Services and Tech Platform revenue grew 46% year-over-year and made up 45% of total adjusted net revenue. Loan sales were $1.6 billion this quarter\nContinuous product innovation and brand-building are fueling significant member and product growth. The tech platform is also well on its way to becoming the go-to platform for financial services, much like AWS is for technology.\nSoFi Technologies Inc. (NASDAQ:SOFI) presents a good case for robust revenue growth potential, enhanced profitability from its banking license, undervalued valuation compared to traditional banks, and strong technological capabilities. These factors position it as a promising fintech investment.\nPatient Capital Opportunity Equity Strategy stated the following regarding SoFi Technologies, Inc. (NASDAQ:SOFI) in its first quarter 2024 investor letter:\n\n“SoFi Technologies, Inc. (NASDAQ:SOFI) fell in the first quarter despite delivering strong 4Q results and 2024 guidance supported by their non-lending businesses. The company continues to gain share in the digital lending and neo-banking space, consistently growing deposits at $2B a quarter. What differentiates the company is their focus on prime and super-prime customers (average FICO 749). Sofi is early in its life cycle, currently being a small player in a very large total addressable market (TAM). With their strong management team, we believe the company will continue to deliver on their guidance of strong growth and expanding margins.”\n\nOverall SOFI ranks 10th on our list of the worst AI stocks to buy. While we acknowledge the potential of SOFI as an investment, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than SOFI but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.   \nREAD NEXT: $30 Trillion Opportunity: 15 Best Humanoid Robot Stocks to Buy According to Morgan Stanley and Jim Cramer Says NVIDIA ‘Has Become A Wasteland’.   \nDisclosure: None. This article was originally published on Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353021620912248,"gmtCreate":1727196024982,"gmtModify":1727196029005,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Buy whenever there is a pull back before next earnings. This year their earnings are great and getting better every quarter. Next year will be even better!!!!&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Buy whenever there is a pull back before next earnings. This year their earnings are great and getting better every quarter. Next year will be even better!!!!&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ Buy whenever there is a pull back before next earnings. This year their earnings are great and getting better every quarter. Next year will be even better!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353021620912248","isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318261404295224,"gmtCreate":1718727828252,"gmtModify":1718727832573,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"The last time Sofi reach this level the share price shot to more than $10.","listText":"The last time Sofi reach this level the share price shot to more than $10.","text":"The last time Sofi reach this level the share price shot to more than $10.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318261404295224","repostId":"2444938432","repostType":2,"repost":{"id":"2444938432","kind":"highlight","pubTimestamp":1718719920,"share":"https://ttm.financial/m/news/2444938432?lang=&edition=fundamental","pubTime":"2024-06-18 22:12","market":"us","language":"en","title":"Here's Why You Should Hold SoFi Technologies (SOFI) Stock Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2444938432","media":"Zacks","summary":"SoFi Technologies, Inc. SOFI is currently benefiting from a robust top line and sustained profitability as it continues to grow its member base.The company’s earnings for 2024 and 2025 are expected to increase more than 100% year over year. SOFI has a long-term  expected earnings growth rate of 51.1%. Revenues for 2024 and 2025 are expected to increase 15.5% and 17.5%, respectively, year over year.SOFI is having an exceptional year so far. It saw a remarkable 26% increase in adjusted net revenues in the first quarter of 2024, driven by 54% combined revenue growth in the Tech Platform and Financial Services segments. This indicates a strong demand for services.SoFi Technologies, Inc. revenue-ttm | SoFi Technologies, Inc. Quote. Some better-ranked stocks in the broader Zacks Business Services sector are Booz Allen Hamilton BAH and SPX Technologies, Inc. SPXC.SoFi Technologies, Inc.  : Free Stock Analysis Report. To read this article on Zacks.com click here.","content":"<html><body><p><strong>SoFi Technologies, Inc. </strong>SOFI is currently benefiting from a robust top line and sustained profitability as it continues to grow its member base.</p>\n<p>The company’s earnings for 2024 and 2025 are expected to increase more than 100% year over year. SOFI has a long-term (three to five years) expected earnings growth rate of 51.1%. Revenues for 2024 and 2025 are expected to increase 15.5% and 17.5%, respectively, year over year.</p>\n<h3>Factors That Bode Well</h3>\n<p>SOFI is having an exceptional year so far. It saw a remarkable 26% increase in adjusted net revenues in the first quarter of 2024, driven by 54% combined revenue growth in the Tech Platform and Financial Services segments. This indicates a strong demand for services.</p>\n<div>\n<h3>SoFi Technologies, Inc. Revenue (TTM)</h3>\n<p> <img height=\"281\" src=\"https://s.yimg.com/uu/api/res/1.2/i6USbZqM0Sft3wuVAB36_Q--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/a358916ad834df697fd7059b4c42ba84\" title=\"\" width=\"610\"/> </p>\n<p>SoFi Technologies, Inc. revenue-ttm | SoFi Technologies, Inc. Quote</p>\n</div>\n<p>Adjusted EBITDA soared 91% year over year, demonstrating improved operational efficiency. SOFI achieved a remarkable 57% incremental margin and a consolidated EBITDA margin of 25% for the first quarter of 2024. These margins exceed the company’s long-term target of 30%, indicating efficient cost management.</p>\n<p>Members and products both experienced robust growth rates of more than 35% in the quarter. The company added 0.6 million new members, bringing the total to more than 8.1 million members. Nearly a million new products were added, resulting in a total of 11.8 million products by the end of the first quarter.</p>\n<h3>Zacks Rank &amp; Stocks to Consider</h3>\n<p>SOFI currently carries a Zacks Rank #3 (Hold).</p>\n<p>Some better-ranked stocks in the broader Zacks Business Services sector are <strong>Booz Allen Hamilton </strong>BAH and <strong><a href=\"https://laohu8.com/S/SPXC\">SPX Technologies</a>, Inc. </strong>SPXC.</p>\n<p>Booz Allen Hamilton has a Zacks Rank of 2 (Buy) at present. You can see <strong>the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.</strong></p>\n<p>BAH has a long-term earnings growth expectation of 14%. It delivered a trailing four-quarter earnings surprise of 12.5%, on average. </p>\n<p>SPX Technologies, Inc. currently flaunts a Zacks Rank of 1. It has a long-term earnings growth expectation of 18%. SPXC delivered a trailing four-quarter earnings surprise of 13.9%, on average.</p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>Booz Allen Hamilton Holding Corporation (BAH) : Free Stock Analysis Report</p>\n<p>SPX Technologies, Inc. (SPXC) : Free Stock Analysis Report</p>\n<p>SoFi Technologies, Inc. (SOFI) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","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>Here's Why You Should Hold SoFi Technologies (SOFI) Stock Now</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\">\nHere's Why You Should Hold SoFi Technologies (SOFI) Stock Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-18 22:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/heres-why-hold-sofi-technologies-141200932.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SoFi Technologies, Inc. SOFI is currently benefiting from a robust top line and sustained profitability as it continues to grow its member base.\nThe company’s earnings for 2024 and 2025 are expected ...</p>\n\n<a href=\"https://finance.yahoo.com/news/heres-why-hold-sofi-technologies-141200932.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/zLncjkVrD2zFBA6igaV4aw--~B/aD00MTM7dz02MjA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/88c458bb7b243688f90c431f8d26a904","relate_stocks":{"BK4551":"寇图资本持仓","BK4523":"印度概念","BAH":"博思艾伦咨询公司","BK4535":"淡马锡持仓","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","BK4166":"消费信贷","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","TTM":"塔塔汽车","LU1815336091.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","LU0757428866.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","SOFI":"SoFi Technologies Inc.","BK4123":"调查和咨询服务","BK4549":"软银资本持仓","BK4099":"汽车制造商","BK4161":"工业机械","SPXC":"SPX Technologies"},"source_url":"https://finance.yahoo.com/news/heres-why-hold-sofi-technologies-141200932.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2444938432","content_text":"SoFi Technologies, Inc. SOFI is currently benefiting from a robust top line and sustained profitability as it continues to grow its member base.\nThe company’s earnings for 2024 and 2025 are expected to increase more than 100% year over year. SOFI has a long-term (three to five years) expected earnings growth rate of 51.1%. Revenues for 2024 and 2025 are expected to increase 15.5% and 17.5%, respectively, year over year.\nFactors That Bode Well\nSOFI is having an exceptional year so far. It saw a remarkable 26% increase in adjusted net revenues in the first quarter of 2024, driven by 54% combined revenue growth in the Tech Platform and Financial Services segments. This indicates a strong demand for services.\n\nSoFi Technologies, Inc. Revenue (TTM)\n  \nSoFi Technologies, Inc. revenue-ttm | SoFi Technologies, Inc. Quote\n\nAdjusted EBITDA soared 91% year over year, demonstrating improved operational efficiency. SOFI achieved a remarkable 57% incremental margin and a consolidated EBITDA margin of 25% for the first quarter of 2024. These margins exceed the company’s long-term target of 30%, indicating efficient cost management.\nMembers and products both experienced robust growth rates of more than 35% in the quarter. The company added 0.6 million new members, bringing the total to more than 8.1 million members. Nearly a million new products were added, resulting in a total of 11.8 million products by the end of the first quarter.\nZacks Rank & Stocks to Consider\nSOFI currently carries a Zacks Rank #3 (Hold).\nSome better-ranked stocks in the broader Zacks Business Services sector are Booz Allen Hamilton BAH and SPX Technologies, Inc. SPXC.\nBooz Allen Hamilton has a Zacks Rank of 2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.\nBAH has a long-term earnings growth expectation of 14%. It delivered a trailing four-quarter earnings surprise of 12.5%, on average. \nSPX Technologies, Inc. currently flaunts a Zacks Rank of 1. It has a long-term earnings growth expectation of 18%. SPXC delivered a trailing four-quarter earnings surprise of 13.9%, on average.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nBooz Allen Hamilton Holding Corporation (BAH) : Free Stock Analysis Report\nSPX Technologies, Inc. (SPXC) : Free Stock Analysis Report\nSoFi Technologies, Inc. (SOFI) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313435491643432,"gmtCreate":1717544575916,"gmtModify":1717544579381,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"This article seems like desperately trying to keep the share price down. LOL&nbsp;maybe something big is coming?","listText":"This article seems like desperately trying to keep the share price down. LOL&nbsp;maybe something big is coming?","text":"This article seems like desperately trying to keep the share price down. LOL maybe something big is coming?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313435491643432","repostId":"2440334612","repostType":2,"repost":{"id":"2440334612","kind":"highlight","pubTimestamp":1717507800,"share":"https://ttm.financial/m/news/2440334612?lang=&edition=fundamental","pubTime":"2024-06-04 21:30","market":"us","language":"en","title":"Palantir: Insider Sales And High Valuations Vs Strong Operational Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=2440334612","media":"seekingalpha","summary":"I expected Palantir to underperform the S&P500 and indeed it has done so by 18.58% overall since my last update on the stock. I think this will continue:Revenues are growing well along with the backlo","content":"<html><body><ul><li>I expected Palantir to underperform the S&amp;P500 and indeed it has done so by 18.58% overall since my last update on the stock. I think this will continue:</li><li>Revenues are growing well along with the backlog; customer counts and concentration are increasing broadening out; higher quality recurring revenues are increasing and margins have room to grow further.</li><li>But despite this impressive operational performance, I am deterred by record high levels of insider sales, including large &gt;25% of overall stake exits by 3 insiders.</li><li>Valuations are also on the higher side vs historical levels and a higher-for-longer rates environment poses additional risk in this regard.</li><li>My read of the technicals suggests continued underperformance vs the S&amp;P500 going ahead.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"3500px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1342399503/image_1342399503.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1342399503/image_1342399503.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1342399503/image_1342399503.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1342399503/image_1342399503.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1342399503/image_1342399503.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1342399503/image_1342399503.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1342399503/image_1342399503.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1342399503/image_1342399503.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1342399503/image_1342399503.jpg?io=getty-c-w240 240w\" width=\"5250px\"/> </picture><figcaption> <p>Vladimir Zakharov</p></figcaption></figure></p> <h2>Performance Assessment</h2> <p>In my last article on Palantir (<span>NYSE:PLTR</span>), I had issued a 'Sell' rating as I anticipated the stock to lag the S&amp;P500 (SPY) (SPX). Since then, PLTR has delivered a<span> total shareholder return of -13.14% vs the S&amp;P500's +5.44%, leading to underperformance of 18.58% overall. Thus, we can conclude that my view so far has been correct.</span></p> <h2>Thesis</h2> <p>In this update, I am retaining my 'Sell' view on Palantir after these key considerations:</p> <ol> <li>No fault can be found in Palantir's operations</li> <li>Aggressive insider sales are a warning sign</li> <li>Valuations remain on the higher side</li> <li>The technicals suggest underperformance vs the S&amp;P500</li> </ol> <h2>No fault can be found in Palantir's operations</h2> <p>In my previous note on Palantir, I acknowledged the impressive operational momentum in the company. This continues to be the case after Q1 FY24<span> results:</span></p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/3/57240851-1717433827505611.png\"/> </picture><figcaption><p>Revenue YoY <span>(Company Filings, Author's Analysis)</span></p></figcaption></figure></p> <p>Revenue growth continues to steadily accelerate at an impressive 20.8% YoY. And remaining performance obligations (RPO), which are a leading indicator of revenue bookings are growing faster still at almost 40% YoY:</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/3/57240851-17174338565060508.png\"/> </picture><figcaption><p>Remaining Performance Obligations YoY <span>(Company Filings, Author's Analysis)</span></p></figcaption></figure></p> <p>Digging into the contours of this more, I notice that the RPOs recognized over the NTM are back above the $150 million territory; a return to the growth profile seen in most of FY22 and earlier:</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/3/57240851-171743387480996.png\"/> </picture><figcaption><p>Remaining Performance Obligations Recognized over NTM YoY Increment <span>(Company Filings, Author's Analysis)</span></p></figcaption></figure></p> <p>From management's commentary, it seems that this is driven mostly by US commercial adoption of their AIP:</p> <blockquote> <p>The continued interest in AIP is loud and clear in the conversations I'm having across our customer base. We've shared our plans to capture the market with AIP, and our results show that our strategy is not only succeeding, it is accelerating... AIP is driving both new customer conversions and existing customer expansions in the U.S...</p> <p>- Management's commentary on key growth drivers in the Q1 FY24 earnings call</p> </blockquote> <p>I anticipate these growth trends to continue and likely accelerate even further, driven by a boost in sales due to partnership with hyperscalers such as Oracle and others. As CEO Alexander Karp noted, this makes a lot of strategic sense for Palantir as they have the ideal product and the hyperscalers have the ideal distribution.</p> <p>Bulls may make an argument for a re-rating of the stock too since the quality of growth is improving; the company continues to build its customer base, adding a record increase of 54 net new customers as of the last quarter:</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/3/57240851-1717433932395966.png\"/> </picture><figcaption><p>Customers Count <span>(Company Filings, Author's Analysis)</span></p></figcaption></figure></p> <p>The company's ability to both sign on and increase the wallet size captured from its customers is leading to a diversification of its customer profile too; the portion of customers outside the top 20 is now at record high levels of 56.6%. Given that US commercial adoption is still in its early stages, and there is plenty of scope here, in addition to international accounts, I believe there is a lot more scope for a broadening out of the customer concentration profile.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/3/57240851-17174339737820828.png\"/></span><figcaption><p>New ARR <span>(Company Filings, Author's Analysis)</span></p></figcaption></figure></p> <p>Also, the company has started to see YoY increases in its new annual recurring revenues (ARR) to $417 million as of the last quarter. Over the last 2 quarters, this figure has grown at &gt;30%, again marking a growth rebound similar to the 2021 time period. Considering these evolutions in the customer profile and increases in recurring revenue, I believe bulls can make a case for a re-rating of the stock to reflect a higher quality business.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/3/57240851-17174339091827111.png\"/> </picture><figcaption><p>Normalized EBIT Margin <span>(Company Filings, Author's Analysis)</span></p></figcaption></figure></p> <p>The normalized EBIT margin (I include stock-based compensation expenses as they are a real cost to a business) is also improving steadily. I am confident that there is further room to grow because the incremental YoY normalized EBIT margins are much higher at 70.3%.</p> <p><em>The positive margins profile</em> <em>has made Palantir eligible to be included in the S&amp;P500 for many quarters now but the event has not yet materialized. Nevertheless, I believe the market has already digested these possibilities for reasons discussed here.</em></p> <h2>Aggressive insider sales are a warning sign</h2> <p>Notwithstanding the impressive operational performance, I find it curious to see an acceleration in insider sales. In May 2024, insider selling by Palantir officers hit a local maxima at $306 million.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/3/57240851-17174340071287165.png\"/> </picture><figcaption><p>Palantir Net Insider Selling by Officers Value (USD mn) <span>(Open Insider, Author's Analysis)</span></p></figcaption></figure></p> <p>What makes this bout of selling more worrying is the fact that the sales have often been large exit proportions of overall stakes by 3 key parties; Ryan Taylor (Chief Revenue and Chief Legal Officer), David Glazer (Chief Financial Officer) and Peter Thiel (Palantir's Cofounder and Chair of the Board of Directors):</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/3/57240851-17174342019438171.png\"/></span><figcaption><p>Big % Drops in Ownership by Insiders <span>(Open Insider, Author's Highlights)</span></p></figcaption></figure></p> <p>These 3 gentlemen have exited between 25% to 44% of their overall stakes in the company stock in May 2024. I view this as a potential warning sign or signal of overvaluation:</p> <h2>Valuations remain on the higher side</h2> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/3/57240851-17174340615187595.png\"/></span><figcaption><p>Palantir 1-yr fwd PE <span>(Capital IQ, Author's Analysis)</span></p></figcaption></figure></p> <p>Palantir is currently trading at a 1-yr fwd PE of 64.0x; 8.3% above the longer term average of 59.1x since 2022. Given the higher-for-longer rates narrative and the market's reduced expectations of a rate hike, I believe this poses some valuation risk for the stock. On balance, I would say this would counteract the aforementioned bullish arguments for the stock's re-rating higher.</p> <h2>Technicals suggest underperformance vs the S&amp;P500</h2> <p><em> If this is your first time reading a Hunting Alpha article using Technical Analysis, you may want to read this post, which explains how and why I read the charts the way I do</em></p> <h3>Relative Read of PLTR vs SPX500</h3> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/3/57240851-17174341024588418.png\"/></span><figcaption><p>PLTR vs S&amp;P500 Technical Analysis <span>(TradingView, Author's Analysis)</span></p></figcaption></figure></p> <p>On the relative ratio chart of PLTR vs the S&amp;P500, I notice that on the 12-monthly and 4-monthly charts, the ratio prices have made a new lower low, indicating a seller's market. On the monthly chart, we can see that the buyers are struggling to sustain higher highs, indicating bearish pressure. Hence, I anticipate further downside, implying underperformance of Palantir vs the S&amp;P500 over the next few months and quarters.</p> <h2>Key Risks</h2> <p>My key thesis here is based on considerations other than the operating performance of the company. I'm weighting the combination of insider sales, elevated valuations and inertia of underperformance vs the S&amp;P500 over the past few months offset more than the company's genuinely good execution. Generally, I believe biases that align with the operating performance momentum and expectations are stronger. Hence, I recognize the risk of continued strong execution leading to sharp earnings surprises. The rates narrative is also something to monitor as rate cuts could lead to a sharp rally in this growth/long-duration stock.</p> <h2>Takeaway &amp; Positioning</h2> <p>Overall, when it comes to my expectations of Palantir's operational performance, I am a bull. The company's growth engine is firing well, with a healthy pipeline, diversifying customer base, improving quality of revenues and steady margin expansion with more room to go.</p> <p>However, I am uneasy about the record high value of insider sales, particularly large &gt;25% stake exits from the Chief Revenue Officer, Chief Financial Officer and the Chair of the Board of Directors. This, combined with an elevated valuation multiple amid the 'higher-for-longer' rates backdrop and technicals that suggest underperformance vs the S&amp;P500 make me adopt a 'Sell' view on the stock. I believe the odds of generating a better total shareholder return are greater by allocating to the S&amp;P500 over the next few months and quarters.</p> <p><strong>Rating: 'Sell'</strong></p> <h3><strong>How to interpret Hunting Alpha's ratings:</strong></h3> <p>Strong Buy: Expect the company to outperform the S&amp;P500 on a total shareholder return basis, with higher than usual confidence</p> <p>Buy: Expect the company to outperform the S&amp;P500 on a total shareholder return basis</p> <p>Neutral/hold: Expect the company to perform in-line with the S&amp;P500 on a total shareholder return basis</p> <p>Sell: Expect the company to underperform the S&amp;P500 on a total shareholder return basis</p> <p>Strong Sell: Expect the company to underperform the S&amp;P500 on a total shareholder return basis, with higher than usual confidence</p> <div></div> <p>The typical time-horizon for my views is multiple quarters to around a year. It is not set in stone. However, I will share updates on my changes in stance in a pinned comment to this article and may also publish a new article discussing the reasons for the change in view.</p></body></html>","source":"seekingalpha","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: Insider Sales And High Valuations Vs Strong Operational Performance</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: Insider Sales And High Valuations Vs Strong Operational Performance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-04 21:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4697339-palantir-insider-sales-and-high-valuations-vs-strong-operational-performance><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I expected Palantir to underperform the S&P500 and indeed it has done so by 18.58% overall since my last update on the stock. I think this will continue:Revenues are growing well along with the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4697339-palantir-insider-sales-and-high-valuations-vs-strong-operational-performance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1342399503/image_1342399503.jpg","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4697339-palantir-insider-sales-and-high-valuations-vs-strong-operational-performance","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2440334612","content_text":"I expected Palantir to underperform the S&P500 and indeed it has done so by 18.58% overall since my last update on the stock. I think this will continue:Revenues are growing well along with the backlog; customer counts and concentration are increasing broadening out; higher quality recurring revenues are increasing and margins have room to grow further.But despite this impressive operational performance, I am deterred by record high levels of insider sales, including large >25% of overall stake exits by 3 insiders.Valuations are also on the higher side vs historical levels and a higher-for-longer rates environment poses additional risk in this regard.My read of the technicals suggests continued underperformance vs the S&P500 going ahead.   Vladimir Zakharov Performance Assessment In my last article on Palantir (NYSE:PLTR), I had issued a 'Sell' rating as I anticipated the stock to lag the S&P500 (SPY) (SPX). Since then, PLTR has delivered a total shareholder return of -13.14% vs the S&P500's +5.44%, leading to underperformance of 18.58% overall. Thus, we can conclude that my view so far has been correct. Thesis In this update, I am retaining my 'Sell' view on Palantir after these key considerations:  No fault can be found in Palantir's operations Aggressive insider sales are a warning sign Valuations remain on the higher side The technicals suggest underperformance vs the S&P500  No fault can be found in Palantir's operations In my previous note on Palantir, I acknowledged the impressive operational momentum in the company. This continues to be the case after Q1 FY24 results:   Revenue YoY (Company Filings, Author's Analysis) Revenue growth continues to steadily accelerate at an impressive 20.8% YoY. And remaining performance obligations (RPO), which are a leading indicator of revenue bookings are growing faster still at almost 40% YoY:   Remaining Performance Obligations YoY (Company Filings, Author's Analysis) Digging into the contours of this more, I notice that the RPOs recognized over the NTM are back above the $150 million territory; a return to the growth profile seen in most of FY22 and earlier:   Remaining Performance Obligations Recognized over NTM YoY Increment (Company Filings, Author's Analysis) From management's commentary, it seems that this is driven mostly by US commercial adoption of their AIP:  The continued interest in AIP is loud and clear in the conversations I'm having across our customer base. We've shared our plans to capture the market with AIP, and our results show that our strategy is not only succeeding, it is accelerating... AIP is driving both new customer conversions and existing customer expansions in the U.S... - Management's commentary on key growth drivers in the Q1 FY24 earnings call  I anticipate these growth trends to continue and likely accelerate even further, driven by a boost in sales due to partnership with hyperscalers such as Oracle and others. As CEO Alexander Karp noted, this makes a lot of strategic sense for Palantir as they have the ideal product and the hyperscalers have the ideal distribution. Bulls may make an argument for a re-rating of the stock too since the quality of growth is improving; the company continues to build its customer base, adding a record increase of 54 net new customers as of the last quarter:   Customers Count (Company Filings, Author's Analysis) The company's ability to both sign on and increase the wallet size captured from its customers is leading to a diversification of its customer profile too; the portion of customers outside the top 20 is now at record high levels of 56.6%. Given that US commercial adoption is still in its early stages, and there is plenty of scope here, in addition to international accounts, I believe there is a lot more scope for a broadening out of the customer concentration profile. New ARR (Company Filings, Author's Analysis) Also, the company has started to see YoY increases in its new annual recurring revenues (ARR) to $417 million as of the last quarter. Over the last 2 quarters, this figure has grown at >30%, again marking a growth rebound similar to the 2021 time period. Considering these evolutions in the customer profile and increases in recurring revenue, I believe bulls can make a case for a re-rating of the stock to reflect a higher quality business.   Normalized EBIT Margin (Company Filings, Author's Analysis) The normalized EBIT margin (I include stock-based compensation expenses as they are a real cost to a business) is also improving steadily. I am confident that there is further room to grow because the incremental YoY normalized EBIT margins are much higher at 70.3%. The positive margins profile has made Palantir eligible to be included in the S&P500 for many quarters now but the event has not yet materialized. Nevertheless, I believe the market has already digested these possibilities for reasons discussed here. Aggressive insider sales are a warning sign Notwithstanding the impressive operational performance, I find it curious to see an acceleration in insider sales. In May 2024, insider selling by Palantir officers hit a local maxima at $306 million.   Palantir Net Insider Selling by Officers Value (USD mn) (Open Insider, Author's Analysis) What makes this bout of selling more worrying is the fact that the sales have often been large exit proportions of overall stakes by 3 key parties; Ryan Taylor (Chief Revenue and Chief Legal Officer), David Glazer (Chief Financial Officer) and Peter Thiel (Palantir's Cofounder and Chair of the Board of Directors): Big % Drops in Ownership by Insiders (Open Insider, Author's Highlights) These 3 gentlemen have exited between 25% to 44% of their overall stakes in the company stock in May 2024. I view this as a potential warning sign or signal of overvaluation: Valuations remain on the higher side Palantir 1-yr fwd PE (Capital IQ, Author's Analysis) Palantir is currently trading at a 1-yr fwd PE of 64.0x; 8.3% above the longer term average of 59.1x since 2022. Given the higher-for-longer rates narrative and the market's reduced expectations of a rate hike, I believe this poses some valuation risk for the stock. On balance, I would say this would counteract the aforementioned bullish arguments for the stock's re-rating higher. Technicals suggest underperformance vs the S&P500  If this is your first time reading a Hunting Alpha article using Technical Analysis, you may want to read this post, which explains how and why I read the charts the way I do Relative Read of PLTR vs SPX500 PLTR vs S&P500 Technical Analysis (TradingView, Author's Analysis) On the relative ratio chart of PLTR vs the S&P500, I notice that on the 12-monthly and 4-monthly charts, the ratio prices have made a new lower low, indicating a seller's market. On the monthly chart, we can see that the buyers are struggling to sustain higher highs, indicating bearish pressure. Hence, I anticipate further downside, implying underperformance of Palantir vs the S&P500 over the next few months and quarters. Key Risks My key thesis here is based on considerations other than the operating performance of the company. I'm weighting the combination of insider sales, elevated valuations and inertia of underperformance vs the S&P500 over the past few months offset more than the company's genuinely good execution. Generally, I believe biases that align with the operating performance momentum and expectations are stronger. Hence, I recognize the risk of continued strong execution leading to sharp earnings surprises. The rates narrative is also something to monitor as rate cuts could lead to a sharp rally in this growth/long-duration stock. Takeaway & Positioning Overall, when it comes to my expectations of Palantir's operational performance, I am a bull. The company's growth engine is firing well, with a healthy pipeline, diversifying customer base, improving quality of revenues and steady margin expansion with more room to go. However, I am uneasy about the record high value of insider sales, particularly large >25% stake exits from the Chief Revenue Officer, Chief Financial Officer and the Chair of the Board of Directors. This, combined with an elevated valuation multiple amid the 'higher-for-longer' rates backdrop and technicals that suggest underperformance vs the S&P500 make me adopt a 'Sell' view on the stock. I believe the odds of generating a better total shareholder return are greater by allocating to the S&P500 over the next few months and quarters. Rating: 'Sell' How to interpret Hunting Alpha's ratings: Strong Buy: Expect the company to outperform the S&P500 on a total shareholder return basis, with higher than usual confidence Buy: Expect the company to outperform the S&P500 on a total shareholder return basis Neutral/hold: Expect the company to perform in-line with the S&P500 on a total shareholder return basis Sell: Expect the company to underperform the S&P500 on a total shareholder return basis Strong Sell: Expect the company to underperform the S&P500 on a total shareholder return basis, with higher than usual confidence  The typical time-horizon for my views is multiple quarters to around a year. It is not set in stone. However, I will share updates on my changes in stance in a pinned comment to this article and may also publish a new article discussing the reasons for the change in view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309304799650000,"gmtCreate":1716543553405,"gmtModify":1716543558940,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Mcd food taste is getting from bad to worst. Fries and chicken nuggets are hard and dry.","listText":"Mcd food taste is getting from bad to worst. Fries and chicken nuggets are hard and dry.","text":"Mcd food taste is getting from bad to worst. Fries and chicken nuggets are hard and dry.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309304799650000","repostId":"2437577741","repostType":2,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":890063996,"gmtCreate":1628067718015,"gmtModify":1703500594349,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Yes of course","listText":"Yes of course","text":"Yes of course","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/890063996","repostId":"1115159207","repostType":4,"repost":{"id":"1115159207","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":1628067303,"share":"https://ttm.financial/m/news/1115159207?lang=&edition=fundamental","pubTime":"2021-08-04 16:55","market":"us","language":"en","title":"Can Amazon stock take off again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115159207","media":"Tiger Newspress","summary":"Amazon.com, Inc. reported earnings last week and caught investors off-guard. In a seemingly rare mov","content":"<p>Amazon.com, Inc. reported earnings last week and caught investors off-guard. In a seemingly rare move, the company missed revenue estimates, sinking the stock on Friday. Amazon shares closed down 7.6%, erasing nearly $120 billion of market value.</p>\n<p>However, the real shock came when Amazon voiced its expectations of much slower sales growth in the third quarter of 2021. Gross revenues are expected to grow 10% to 16% next quarter. On the surface, that sounds great, but it's a clear slowdown indicating that perhaps the pandemic tailwind is over. Quarter-over-quarter and year-over-year comps will be difficult to beat now that people are trying to return to normal.</p>\n<p><b>The Earning report shows:</b></p>\n<p>During the three-month period ended June 30, the company reported a profit of $7.78 billion, or $15.12 per share, compared with $5.24 billion, or $10.30 a share, during the year-ago period. Revenue jumped 27% to $113.08 billion.</p>\n<p>Analysts surveyed by FactSet on average expected $115.42 billion in quarterly revenue and per-share earnings of $12.28.</p>\n<p>Amazon said that revenue will be in the range of $106 billion to $112 billion for the third quarter. Analysts were looking for $119.3 billion.</p>\n<h4>The Sequelae of Pandemic</h4>\n<p>Amazon is one of the few retailers that has prospered during the pandemic. As physical stores selling non-essential goods like clothing temporarily or permanently closed, people stuck at home turned to Amazon for everything from groceries tp cleaning supplies.</p>\n<p>Chief Financial Officer Brian Olsavsky said the slowdown in sales growth is a result of the company lapping against last year’s huge pandemic-induced COVID-19 shopping binges. The slowdown also reflects that people, particularly in Europe and the U.S., are more mobile and are doing other things besides shopping online, he added.</p>\n<p>Olsavsky noted that Amazon's revenue growth rate had hovered around 20% before the pandemic and then surged to 40% for much of the last year. By mid-May of this year, as it lapped that strong growth period and its customers began to return to their pre-pandemic routines, revenue growth fell to the mid-teens, which explains the third-quarter guidance at the same pace.</p>\n<p>Olsavsky also warned that that pattern would continue for the next few quarters due to difficult comparisons. Beyond that, however, there's another challenge facing Amazon.</p>\n<p>Amazon brought in $386 billion in revenue last year, and analysts expect the company to do close to $500 billion in revenue this year. Maintaining its 20% growth rate at that level will be a difficult feat.</p>\n<p>Growth rates tend to slow down as businesses get bigger, a rule of thumb known as the law of large numbers, and growing 20% from a $500 billion base would mean adding another $100 billion in revenue in just a year. Amazon did manage to do that last year with the help of the pandemic, but fewer than 30 companies in the U.S. generate that much in revenue annually.</p>\n<p>Currently, Amazon is the biggest company in the world by revenue behind only Walmart, and it could pass the retail giant as soon as next year. At $500 billion, Amazon will claim 2% of the roughly $25 trillion in retail sales in the world. Eventually, its growth rate will slow, though it's a testament to the company's business strategy and customer-centric approach that it's been able to grow so much so fast.</p>\n<h4>The New Hope</h4>\n<p>Even if Amazon's revenue growth falls under 20%, the stock story is shifting to profit growth. After it operated near break-even for much of its history, Amazon's high-margin businesses like Amazon Web Services, third-party marketplace, and advertising are delivering huge gains on the bottom line. Sales for the cloud unit totaled $14.8 billion in the second quarter, a 37% increase from a year earlier.</p>\n<p>Amazon has also become a dominant force in advertising behind Google and Facebook Inc. The company’s ad unit, which has been expanding at a high double-digit clip. grew 87% year-over-year in the second quarter.</p>\n<p>Its profits will ultimately determine the stock's value, and its profit growth should remain strong, given the momentum in those high-margin businesses. If earnings per share continue to surge, the stock will follow suit as the price-to-earnings ratio has already fallen under 60.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Amazon stock take off again?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Amazon stock take off again?\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\">2021-08-04 16:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Amazon.com, Inc. reported earnings last week and caught investors off-guard. In a seemingly rare move, the company missed revenue estimates, sinking the stock on Friday. Amazon shares closed down 7.6%, erasing nearly $120 billion of market value.</p>\n<p>However, the real shock came when Amazon voiced its expectations of much slower sales growth in the third quarter of 2021. Gross revenues are expected to grow 10% to 16% next quarter. On the surface, that sounds great, but it's a clear slowdown indicating that perhaps the pandemic tailwind is over. Quarter-over-quarter and year-over-year comps will be difficult to beat now that people are trying to return to normal.</p>\n<p><b>The Earning report shows:</b></p>\n<p>During the three-month period ended June 30, the company reported a profit of $7.78 billion, or $15.12 per share, compared with $5.24 billion, or $10.30 a share, during the year-ago period. Revenue jumped 27% to $113.08 billion.</p>\n<p>Analysts surveyed by FactSet on average expected $115.42 billion in quarterly revenue and per-share earnings of $12.28.</p>\n<p>Amazon said that revenue will be in the range of $106 billion to $112 billion for the third quarter. Analysts were looking for $119.3 billion.</p>\n<h4>The Sequelae of Pandemic</h4>\n<p>Amazon is one of the few retailers that has prospered during the pandemic. As physical stores selling non-essential goods like clothing temporarily or permanently closed, people stuck at home turned to Amazon for everything from groceries tp cleaning supplies.</p>\n<p>Chief Financial Officer Brian Olsavsky said the slowdown in sales growth is a result of the company lapping against last year’s huge pandemic-induced COVID-19 shopping binges. The slowdown also reflects that people, particularly in Europe and the U.S., are more mobile and are doing other things besides shopping online, he added.</p>\n<p>Olsavsky noted that Amazon's revenue growth rate had hovered around 20% before the pandemic and then surged to 40% for much of the last year. By mid-May of this year, as it lapped that strong growth period and its customers began to return to their pre-pandemic routines, revenue growth fell to the mid-teens, which explains the third-quarter guidance at the same pace.</p>\n<p>Olsavsky also warned that that pattern would continue for the next few quarters due to difficult comparisons. Beyond that, however, there's another challenge facing Amazon.</p>\n<p>Amazon brought in $386 billion in revenue last year, and analysts expect the company to do close to $500 billion in revenue this year. Maintaining its 20% growth rate at that level will be a difficult feat.</p>\n<p>Growth rates tend to slow down as businesses get bigger, a rule of thumb known as the law of large numbers, and growing 20% from a $500 billion base would mean adding another $100 billion in revenue in just a year. Amazon did manage to do that last year with the help of the pandemic, but fewer than 30 companies in the U.S. generate that much in revenue annually.</p>\n<p>Currently, Amazon is the biggest company in the world by revenue behind only Walmart, and it could pass the retail giant as soon as next year. At $500 billion, Amazon will claim 2% of the roughly $25 trillion in retail sales in the world. Eventually, its growth rate will slow, though it's a testament to the company's business strategy and customer-centric approach that it's been able to grow so much so fast.</p>\n<h4>The New Hope</h4>\n<p>Even if Amazon's revenue growth falls under 20%, the stock story is shifting to profit growth. After it operated near break-even for much of its history, Amazon's high-margin businesses like Amazon Web Services, third-party marketplace, and advertising are delivering huge gains on the bottom line. Sales for the cloud unit totaled $14.8 billion in the second quarter, a 37% increase from a year earlier.</p>\n<p>Amazon has also become a dominant force in advertising behind Google and Facebook Inc. The company’s ad unit, which has been expanding at a high double-digit clip. grew 87% year-over-year in the second quarter.</p>\n<p>Its profits will ultimately determine the stock's value, and its profit growth should remain strong, given the momentum in those high-margin businesses. If earnings per share continue to surge, the stock will follow suit as the price-to-earnings ratio has already fallen under 60.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115159207","content_text":"Amazon.com, Inc. reported earnings last week and caught investors off-guard. In a seemingly rare move, the company missed revenue estimates, sinking the stock on Friday. Amazon shares closed down 7.6%, erasing nearly $120 billion of market value.\nHowever, the real shock came when Amazon voiced its expectations of much slower sales growth in the third quarter of 2021. Gross revenues are expected to grow 10% to 16% next quarter. On the surface, that sounds great, but it's a clear slowdown indicating that perhaps the pandemic tailwind is over. Quarter-over-quarter and year-over-year comps will be difficult to beat now that people are trying to return to normal.\nThe Earning report shows:\nDuring the three-month period ended June 30, the company reported a profit of $7.78 billion, or $15.12 per share, compared with $5.24 billion, or $10.30 a share, during the year-ago period. Revenue jumped 27% to $113.08 billion.\nAnalysts surveyed by FactSet on average expected $115.42 billion in quarterly revenue and per-share earnings of $12.28.\nAmazon said that revenue will be in the range of $106 billion to $112 billion for the third quarter. Analysts were looking for $119.3 billion.\nThe Sequelae of Pandemic\nAmazon is one of the few retailers that has prospered during the pandemic. As physical stores selling non-essential goods like clothing temporarily or permanently closed, people stuck at home turned to Amazon for everything from groceries tp cleaning supplies.\nChief Financial Officer Brian Olsavsky said the slowdown in sales growth is a result of the company lapping against last year’s huge pandemic-induced COVID-19 shopping binges. The slowdown also reflects that people, particularly in Europe and the U.S., are more mobile and are doing other things besides shopping online, he added.\nOlsavsky noted that Amazon's revenue growth rate had hovered around 20% before the pandemic and then surged to 40% for much of the last year. By mid-May of this year, as it lapped that strong growth period and its customers began to return to their pre-pandemic routines, revenue growth fell to the mid-teens, which explains the third-quarter guidance at the same pace.\nOlsavsky also warned that that pattern would continue for the next few quarters due to difficult comparisons. Beyond that, however, there's another challenge facing Amazon.\nAmazon brought in $386 billion in revenue last year, and analysts expect the company to do close to $500 billion in revenue this year. Maintaining its 20% growth rate at that level will be a difficult feat.\nGrowth rates tend to slow down as businesses get bigger, a rule of thumb known as the law of large numbers, and growing 20% from a $500 billion base would mean adding another $100 billion in revenue in just a year. Amazon did manage to do that last year with the help of the pandemic, but fewer than 30 companies in the U.S. generate that much in revenue annually.\nCurrently, Amazon is the biggest company in the world by revenue behind only Walmart, and it could pass the retail giant as soon as next year. At $500 billion, Amazon will claim 2% of the roughly $25 trillion in retail sales in the world. Eventually, its growth rate will slow, though it's a testament to the company's business strategy and customer-centric approach that it's been able to grow so much so fast.\nThe New Hope\nEven if Amazon's revenue growth falls under 20%, the stock story is shifting to profit growth. After it operated near break-even for much of its history, Amazon's high-margin businesses like Amazon Web Services, third-party marketplace, and advertising are delivering huge gains on the bottom line. Sales for the cloud unit totaled $14.8 billion in the second quarter, a 37% increase from a year earlier.\nAmazon has also become a dominant force in advertising behind Google and Facebook Inc. The company’s ad unit, which has been expanding at a high double-digit clip. grew 87% year-over-year in the second quarter.\nIts profits will ultimately determine the stock's value, and its profit growth should remain strong, given the momentum in those high-margin businesses. If earnings per share continue to surge, the stock will follow suit as the price-to-earnings ratio has already fallen under 60.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214849721086208,"gmtCreate":1693490595496,"gmtModify":1693490600875,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Manipulating&nbsp;","listText":"Manipulating&nbsp;","text":"Manipulating","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214849721086208","repostId":"1150653383","repostType":2,"repost":{"id":"1150653383","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":1693489255,"share":"https://ttm.financial/m/news/1150653383?lang=&edition=fundamental","pubTime":"2023-08-31 21:40","market":"us","language":"en","title":"Palantir Stock Slides 7.5% as Morgan Stanley Downgrades Palantir to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=1150653383","media":"Tiger Newspress","summary":"Palantir stock slides 5% in premarket trading on Thursday.Morgan Stanley downgraded Palantir Technologies to Underweight and raised the price target on the stock to $9 from $8.The analysts said that near-term optimism in AI product cycle and valuation premium creates an unfavorable risk-reward in the stock, as visibility on AIP monetization still remains low, the government segment seems unlikely to provide an offset and estimates already imply a H2 re-acceleration.The analysts noted that their ","content":"<html><head></head><body><p>Palantir stock slides 7.5% in morning trading on Thursday.</p><p>Morgan Stanley downgraded Palantir Technologies to Underweight and raised the price target on the stock to $9 from $8.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c80f4597efd575503c1ce8dd73e156a6\" tg-width=\"798\" tg-height=\"627\"/></p><p>The analysts said that near-term optimism in AI product cycle and valuation premium creates an unfavorable risk-reward in the stock, as visibility on AIP monetization still remains low, the government segment seems unlikely to provide an offset and estimates already imply a H2 re-acceleration.</p><p style=\"text-align: left;\">The analysts noted that their view is based on — expected delays in AIP revenue contribution given management commentary which Palantir has yet to figure out how to monetize it; risk that the government business may not be able to offset a top-line deceleration, after recently beginning to deteriorate;</p><p style=\"text-align: left;\">In addition, the analysts view is also predicated on — a difficult setup into the H2 as revenue outlook already implies an acceleration in estimated organic revenue growth (ex-strategic investments and Japan JV contribution), which sets a higher bar for the positive estimate revision needed to justify valuation.</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 Stock Slides 7.5% as Morgan Stanley Downgrades Palantir to Sell</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 Stock Slides 7.5% as Morgan Stanley Downgrades Palantir to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-08-31 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir stock slides 7.5% in morning trading on Thursday.</p><p>Morgan Stanley downgraded Palantir Technologies to Underweight and raised the price target on the stock to $9 from $8.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c80f4597efd575503c1ce8dd73e156a6\" tg-width=\"798\" tg-height=\"627\"/></p><p>The analysts said that near-term optimism in AI product cycle and valuation premium creates an unfavorable risk-reward in the stock, as visibility on AIP monetization still remains low, the government segment seems unlikely to provide an offset and estimates already imply a H2 re-acceleration.</p><p style=\"text-align: left;\">The analysts noted that their view is based on — expected delays in AIP revenue contribution given management commentary which Palantir has yet to figure out how to monetize it; risk that the government business may not be able to offset a top-line deceleration, after recently beginning to deteriorate;</p><p style=\"text-align: left;\">In addition, the analysts view is also predicated on — a difficult setup into the H2 as revenue outlook already implies an acceleration in estimated organic revenue growth (ex-strategic investments and Japan JV contribution), which sets a higher bar for the positive estimate revision needed to justify valuation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150653383","content_text":"Palantir stock slides 7.5% in morning trading on Thursday.Morgan Stanley downgraded Palantir Technologies to Underweight and raised the price target on the stock to $9 from $8.The analysts said that near-term optimism in AI product cycle and valuation premium creates an unfavorable risk-reward in the stock, as visibility on AIP monetization still remains low, the government segment seems unlikely to provide an offset and estimates already imply a H2 re-acceleration.The analysts noted that their view is based on — expected delays in AIP revenue contribution given management commentary which Palantir has yet to figure out how to monetize it; risk that the government business may not be able to offset a top-line deceleration, after recently beginning to deteriorate;In addition, the analysts view is also predicated on — a difficult setup into the H2 as revenue outlook already implies an acceleration in estimated organic revenue growth (ex-strategic investments and Japan JV contribution), which sets a higher bar for the positive estimate revision needed to justify valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836641894,"gmtCreate":1629482254818,"gmtModify":1676530056273,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Good company!!!&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Good company!!!&nbsp;","text":"$Tiger Brokers(TIGR)$Good company!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/836641894","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810453499,"gmtCreate":1629995173111,"gmtModify":1676530196733,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/810453499","repostId":"1113528238","repostType":4,"repost":{"id":"1113528238","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":1629970416,"share":"https://ttm.financial/m/news/1113528238?lang=&edition=fundamental","pubTime":"2021-08-26 17:33","market":"us","language":"en","title":"Xpeng Motors Q2 revenues RMB3,761.3 million, increasing by 536.7% YOY","url":"https://stock-news.laohu8.com/highlight/detail?id=1113528238","media":"Tiger Newspress","summary":"Quarterly vehicle deliveries reached 17,398, a 439% increase year-over-year\nQuarterly total revenues","content":"<ul>\n <li><i>Quarterly vehicle deliveries reached 17,398, a 439% increase year-over-year</i></li>\n <li><i>Quarterly total revenues reached RMB3,761.3 million, a 536.7% increase year-over-year</i></li>\n <li><i>Quarterly gross margin reached 11.9%</i></li>\n</ul>\n<p>XPeng Inc. today announced its unaudited financial results for the three months ended June 30, 2021.</p>\n<p>Xpeng Motors shares rose nearly 3% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/15362a0708feeb0c27e75c9f79a5a64f\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p><b>Operational and Financial Highlights for the Three Months Ended June 30, 2021</b></p>\n<ul>\n <li><b>Deliveries of vehicles</b>&nbsp;were 17,398 in the second quarter of 2021, reaching a record quarterly high, and representing an increase of 439% from 3,228 in the corresponding period of 2020 and an increase of 30.4% from 13,340 in the first quarter of 2021.</li>\n <li><b>Deliveries of the P7</b>&nbsp;were 11,522 in the second quarter of 2021, reaching a record quarterly high and representing an increase of 44.5% from 7,974 in the first quarter of 2021.</li>\n <li>Among the total P7s delivered in the second quarter of 2021, 97% can support XPILOT 2.5 or XPILOT 3.0.</li>\n <li>As of June 30, 2021, XPeng’s physical sales and service network consisted of a total of 200 stores and 64 service centers, covering 74 cities.</li>\n <li>As of June 30, 2021, XPeng-branded super charging stations expanded to 231, covering 65 cities.</li>\n <li><b>Total revenues</b>&nbsp;were RMB3,761.3 million (US$582.5 million) for the second quarter of 2021, representing an increase of 536.7% from RMB590.8 million for the same period of 2020 and an increase of 27.5% from RMB2,950.9 million for the first quarter of 2021.</li>\n <li><b>Revenues from vehicle sales</b>&nbsp;were RMB3,584.4 million (US$555.1 million) for the second quarter of 2021, representing an increase of 562.4% from RMB541.1 million for the same period of 2020, and an increase of 27.5% from RMB2,810.3 million for the first quarter of 2021.</li>\n <li><b>Gross margin</b>&nbsp;was 11.9% for the second quarter of 2021, compared with negative 2.7% for the same period of 2020 and 11.2% for the first quarter of 2021.</li>\n <li><b>Vehicle margin</b>, which is gross profit of vehicle sales as a percentage of revenues from vehicle sales, was 11.0% for the second quarter of 2021, compared with negative 5.6% for the same period of 2020 and 10.1% for the first quarter of 2021.</li>\n <li><b>Net loss</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB146.0 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021. Excluding share-based compensation expenses and fair value change on derivative liabilities related to the redemption right of preferred shares, non-GAAP net loss was RMB1,096.4 million (US$169.8 million) in the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</li>\n <li><b>Net loss attributable to ordinary shareholders of XPeng</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB1,141.5 million for the same period of 2020 and RMB786.6 million in the first quarter of 2021. Excluding share-based compensation expenses, fair value change on derivative liabilities related to the redemption right of preferred shares and accretion on preferred shares to redemption value, non-GAAP net loss attributable to ordinary shareholders of XPeng was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</li>\n <li><b>Basic and diluted net loss per American depositary share (ADS)</b>&nbsp;were both RMB1.50 (US$0.23) for the second quarter of 2021. Non-GAAP basic and diluted net loss per ADS were both RMB1.38 (US$0.21) for the second quarter of 2021. Each ADS represents two Class A ordinary shares.</li>\n <li><b>Cash and cash equivalents, restricted cash, short-term deposits, short-term investments and long-term deposits</b>&nbsp;were RMB32,871.2 million (US$5,091.1 million) as of June 30, 2021.</li>\n</ul>\n<p>XPeng started mass delivery of the P7 in late June 2020.</p>\n<p>“We delivered another record-breaking quarter with new highs recorded in several key metrics, underscoring an accelerated growth trajectory powered by our full-stack in-house technology capability,” said Mr. He Xiaopeng, Chairman and CEO of XPeng. “Notably, deliveries for the first half of 2021 exceeded the total deliveries for the full year 2020, reaching 30,738, a 459% increase year-over-year.”</p>\n<p>“As EV adoption in China and around the world begins to soar, we are excited to lead in this unprecedented disruption opportunity with our outstanding vehicles and fast, seamless iterations of new technologies that are shaping the mobility experience of the future,” Mr. He added.</p>\n<p>“Our outstanding second quarter 2021 results reflect XPeng’s leadership in China’s booming Smart EV industry where we continue to introduce innovative technology, differentiated products and premium services,” said Dr. Hongdi Brian Gu, Honorary Vice Chairman and President of XPeng. “Fueled by strong delivery performance, our second quarter 2021 revenues grew 536.7% compared with the same period of 2020. We also witnessed further improvement in our profitability. In particular, our gross margin continued its upward trend and reached 11.9% in the quarter,” Dr. Gu concluded.</p>\n<p><b>Recent Developments</b></p>\n<p><b>Dual-primary Listing in Hong Kong</b></p>\n<p>On July 7, 2021 (the “<b>Listing Date</b>”), XPeng successfully listed its Class A ordinary shares on the Main Board of The Stock Exchange of Hong Kong Limited (the “<b>Hong Kong Stock Exchange</b>”) (the “<b>Listing</b>”). The Company issued a total of 97,083,300 Class A ordinary shares in the global offering. Net proceeds from the global offering, after deducting underwriting fees and commissions were approximately HK$15,823 million, which will be used in accordance with the use of proceeds as disclosed in the prospectus of the Company published on the website of the Hong Kong Stock Exchange on June 25, 2021 (the “<b>Prospectus</b>”). Since the Listing Date and as at the date of this announcement, the Company has not utilized any net proceeds from the Listing.</p>\n<p><b>Deliveries in July 2021</b></p>\n<p>Total Smart EV deliveries of XPeng reached 8,040 in July 2021, representing a 228% increase year- over-year. The July deliveries consisted of 6,054 P7s, XPeng’s smart sports sedan, and 1,986 G3s, XPeng’s compact smart sport utility vehicle (“<b>SUV</b>”). As of July 31, 2021, year-to-date deliveries reached 38,778, representing a 388% increase year-over-year.</p>\n<p><b>Launch of G3i</b></p>\n<p>In July 2021, the Company launched the G3i SUV, the new mid-cycle facelift version of the G3, with deliveries expected to start in September this year. Incorporating the P7’s proven family design language, coupled with a brand-new look, the G3i is equipped with an intelligent in-car operating system and a powerful advanced driver-assistance system.</p>\n<p><b>The Pre-sales for P5</b></p>\n<p>In July 2021, XPeng commenced pre-sales for its third mass-produced model, the P5, XPeng’s smart family sedan, the world’s first mass-produced light detection and ranging (LIDAR) equipped Smart EV. The P5 will officially be launched in China in September 2021 with deliveries starting in the fourth quarter of 2021. The P5 will be equipped with advanced driver-assistance system features powered by XPeng’s full-stack in-house developed XPILOT 3.5 advanced driver-assistance system, which extended the Navigation Guided Pilot (NGP) function for highways and expressways to include major urban roads, traffic intersections and other complex city driving scenarios.</p>\n<p><b>Release of Valet Parking Assist (VPA)</b></p>\n<p>In June 2021, XPeng rolled out Valet Parking Assist, one of the most advanced automated parking function in the Chinese market, which memorizes locations and layouts of frequently used parking spots and enables advanced driver-assistance system for such parking lots.</p>\n<p><b>Unaudited Financial Results For the Three Months Ended June 30, 2021</b></p>\n<p><b>Total revenues</b>&nbsp;were RMB3,761.3 million (US$582.5 million) for the second quarter of 2021, representing an increase of 536.7% from RMB590.8 million for the same period of 2020 and an increase of 27.5% from RMB2,950.9 million for the first quarter of 2021.</p>\n<p><i>Revenues from vehicle sales</i>were RMB3,584.4 million (US$555.1 million) for the second quarter of 2021, representing an increase of 562.4% from RMB541.1 million for the same period of 2020 and an increase of 27.5% from RMB2,810.3 million for the first quarter of 2021. The year-over-year increase was mainly due to higher vehicle delivery especially for the P7, which started at the end of June 2020. The quarter-over-quarter increase was also attributable to the higher P7 sales as a result of seasonality, channel expansion and brand equity improvement.</p>\n<p><i>Revenues from services and others</i>were RMB176.9 million (US$27.4 million) for the second quarter of 2021, representing an increase of 256.2% from RMB49.7 million for the same period of 2020 and an increase of 25.8% from RMB140.6 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly attributed to more income from service, parts and accessory sales in line with higher accumulated vehicle sales.</p>\n<p><b>Cost of sales</b>&nbsp;was RMB3,312.7 million (US$513.1 million) for the second quarter of 2021, representing an increase of 445.7% from RMB607.0 million for the same period of 2020 and an increase of 26.4% from RMB2,621.1 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to the increase of vehicle deliveries as described above.</p>\n<p><b>Gross margin</b>&nbsp;was 11.9% for the second quarter of 2021, compared with negative 2.7% and 11.2% for the second quarter of 2020 and the first quarter of 2021, respectively.</p>\n<p><b>Vehicle margin</b>&nbsp;was 11.0% for the second quarter of 2021, compared with negative 5.6% for the same period of 2020 and 10.1% for the first quarter of 2021. The improvement was primarily attributable to better product mix and material cost reduction.</p>\n<p><b>Research and development expenses</b>&nbsp;were RMB863.5 million (US$133.7 million) for the second quarter of 2021, representing an increase of 170.0% from RMB319.8 million for the same period of 2020 and an increase of 61.4% from RMB535.1 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to (i) the increase in employee compensation as a result of expanded research and development staff, and (ii) higher expenses relating to the development of vehicles and related software technologies.</p>\n<p><b>Selling, general and administrative expenses</b>&nbsp;were RMB1,030.8 million (US$159.6 million) for the second quarter of 2021, representing an increase of 116.0% from RMB477.1 million for the same period of 2020 and an increase of 43.0% from RMB720.8 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to (i) higher marketing, promotional and advertising expenses to support vehicle sales, and (ii) the expansion of our sales network and associated personnel cost, and commission for franchised store sales.</p>\n<p><b>Loss from operations</b>&nbsp;was RMB1,443.2 million (US$223.5 million) for the second quarter of 2021, compared with RMB779.1 million for the same period of 2020 and RMB903.9 million for the first quarter of 2021. The higher year-over-year and quarter-over-quarter losses were mainly attributable to higher operating expenses as described above.</p>\n<p><b>Non-GAAP loss from operations</b>, which excludes share-based compensation expenses, was RMB1,345.0 million (US$208.3 million) for the second quarter of 2021, compared with RMB779.1 million for the same period of 2020 and RMB813.7 million for the first quarter of 2021.</p>\n<p><b>Net loss</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB146.0 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021.</p>\n<p><b>Non-GAAP net loss</b>, which excludes share-based compensation expenses and fair value change on derivative liabilities related to the redemption right of preferred shares, was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</p>\n<p><b>Net loss attributable to ordinary shareholders of XPeng</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB1,141.5 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021.</p>\n<p><b>Non-GAAP net loss attributable to ordinary shareholders of XPeng</b>, which excludes share- based compensation expenses, fair value change on derivative liabilities related to the redemption right of preferred shares and accretion on preferred shares to redemption value, was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</p>\n<p><b>Basic and diluted net loss per ADS</b>&nbsp;were both RMB1.50 (US$0.23) for the second quarter of 2021, compared with RMB6.29 for the second quarter of 2020 and RMB0.99 for the first quarter of 2021.</p>\n<p><b>Non-GAAP basic and diluted net loss per ADS</b>&nbsp;were both RMB1.38 (US$0.21) for the second quarter of 2021, compared with RMB4.24 for the second quarter of 2020 and RMB0.88 for the first quarter of 2021.</p>\n<p><b>Balance Sheets</b></p>\n<p>As of June 30, 2021, the Company had cash and cash equivalents, restricted cash, short-term deposits, short-term investments and long-term deposits of RMB32,871.2 million (US$5,091.1 million), compared to RMB35,342.1 million as of December 31, 2020.</p>\n<p><b>Business Outlook</b></p>\n<p>For the third quarter of 2021, the Company expects:</p>\n<ul>\n <li><b>Deliveries of vehicles</b>&nbsp;to be between 21,500 and 22,500, representing a year-over-year increase of approximately 150.6% to 162.3%.</li>\n <li><b>Total revenues</b>&nbsp;to be between RMB4.8 billion and RMB5.0 billion, representing a year-over- year increase of approximately 141.2% to 151.3%.</li>\n</ul>\n<p>The above outlook is based on the current market conditions and reflects the Company’s preliminary estimates of market and operating conditions, and customer demand, which are all subject to change.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nXpeng Motors Q2 revenues RMB3,761.3 million, increasing by 536.7% YOY \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\">2021-08-26 17:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li><i>Quarterly vehicle deliveries reached 17,398, a 439% increase year-over-year</i></li>\n <li><i>Quarterly total revenues reached RMB3,761.3 million, a 536.7% increase year-over-year</i></li>\n <li><i>Quarterly gross margin reached 11.9%</i></li>\n</ul>\n<p>XPeng Inc. today announced its unaudited financial results for the three months ended June 30, 2021.</p>\n<p>Xpeng Motors shares rose nearly 3% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/15362a0708feeb0c27e75c9f79a5a64f\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p><b>Operational and Financial Highlights for the Three Months Ended June 30, 2021</b></p>\n<ul>\n <li><b>Deliveries of vehicles</b>&nbsp;were 17,398 in the second quarter of 2021, reaching a record quarterly high, and representing an increase of 439% from 3,228 in the corresponding period of 2020 and an increase of 30.4% from 13,340 in the first quarter of 2021.</li>\n <li><b>Deliveries of the P7</b>&nbsp;were 11,522 in the second quarter of 2021, reaching a record quarterly high and representing an increase of 44.5% from 7,974 in the first quarter of 2021.</li>\n <li>Among the total P7s delivered in the second quarter of 2021, 97% can support XPILOT 2.5 or XPILOT 3.0.</li>\n <li>As of June 30, 2021, XPeng’s physical sales and service network consisted of a total of 200 stores and 64 service centers, covering 74 cities.</li>\n <li>As of June 30, 2021, XPeng-branded super charging stations expanded to 231, covering 65 cities.</li>\n <li><b>Total revenues</b>&nbsp;were RMB3,761.3 million (US$582.5 million) for the second quarter of 2021, representing an increase of 536.7% from RMB590.8 million for the same period of 2020 and an increase of 27.5% from RMB2,950.9 million for the first quarter of 2021.</li>\n <li><b>Revenues from vehicle sales</b>&nbsp;were RMB3,584.4 million (US$555.1 million) for the second quarter of 2021, representing an increase of 562.4% from RMB541.1 million for the same period of 2020, and an increase of 27.5% from RMB2,810.3 million for the first quarter of 2021.</li>\n <li><b>Gross margin</b>&nbsp;was 11.9% for the second quarter of 2021, compared with negative 2.7% for the same period of 2020 and 11.2% for the first quarter of 2021.</li>\n <li><b>Vehicle margin</b>, which is gross profit of vehicle sales as a percentage of revenues from vehicle sales, was 11.0% for the second quarter of 2021, compared with negative 5.6% for the same period of 2020 and 10.1% for the first quarter of 2021.</li>\n <li><b>Net loss</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB146.0 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021. Excluding share-based compensation expenses and fair value change on derivative liabilities related to the redemption right of preferred shares, non-GAAP net loss was RMB1,096.4 million (US$169.8 million) in the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</li>\n <li><b>Net loss attributable to ordinary shareholders of XPeng</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB1,141.5 million for the same period of 2020 and RMB786.6 million in the first quarter of 2021. Excluding share-based compensation expenses, fair value change on derivative liabilities related to the redemption right of preferred shares and accretion on preferred shares to redemption value, non-GAAP net loss attributable to ordinary shareholders of XPeng was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</li>\n <li><b>Basic and diluted net loss per American depositary share (ADS)</b>&nbsp;were both RMB1.50 (US$0.23) for the second quarter of 2021. Non-GAAP basic and diluted net loss per ADS were both RMB1.38 (US$0.21) for the second quarter of 2021. Each ADS represents two Class A ordinary shares.</li>\n <li><b>Cash and cash equivalents, restricted cash, short-term deposits, short-term investments and long-term deposits</b>&nbsp;were RMB32,871.2 million (US$5,091.1 million) as of June 30, 2021.</li>\n</ul>\n<p>XPeng started mass delivery of the P7 in late June 2020.</p>\n<p>“We delivered another record-breaking quarter with new highs recorded in several key metrics, underscoring an accelerated growth trajectory powered by our full-stack in-house technology capability,” said Mr. He Xiaopeng, Chairman and CEO of XPeng. “Notably, deliveries for the first half of 2021 exceeded the total deliveries for the full year 2020, reaching 30,738, a 459% increase year-over-year.”</p>\n<p>“As EV adoption in China and around the world begins to soar, we are excited to lead in this unprecedented disruption opportunity with our outstanding vehicles and fast, seamless iterations of new technologies that are shaping the mobility experience of the future,” Mr. He added.</p>\n<p>“Our outstanding second quarter 2021 results reflect XPeng’s leadership in China’s booming Smart EV industry where we continue to introduce innovative technology, differentiated products and premium services,” said Dr. Hongdi Brian Gu, Honorary Vice Chairman and President of XPeng. “Fueled by strong delivery performance, our second quarter 2021 revenues grew 536.7% compared with the same period of 2020. We also witnessed further improvement in our profitability. In particular, our gross margin continued its upward trend and reached 11.9% in the quarter,” Dr. Gu concluded.</p>\n<p><b>Recent Developments</b></p>\n<p><b>Dual-primary Listing in Hong Kong</b></p>\n<p>On July 7, 2021 (the “<b>Listing Date</b>”), XPeng successfully listed its Class A ordinary shares on the Main Board of The Stock Exchange of Hong Kong Limited (the “<b>Hong Kong Stock Exchange</b>”) (the “<b>Listing</b>”). The Company issued a total of 97,083,300 Class A ordinary shares in the global offering. Net proceeds from the global offering, after deducting underwriting fees and commissions were approximately HK$15,823 million, which will be used in accordance with the use of proceeds as disclosed in the prospectus of the Company published on the website of the Hong Kong Stock Exchange on June 25, 2021 (the “<b>Prospectus</b>”). Since the Listing Date and as at the date of this announcement, the Company has not utilized any net proceeds from the Listing.</p>\n<p><b>Deliveries in July 2021</b></p>\n<p>Total Smart EV deliveries of XPeng reached 8,040 in July 2021, representing a 228% increase year- over-year. The July deliveries consisted of 6,054 P7s, XPeng’s smart sports sedan, and 1,986 G3s, XPeng’s compact smart sport utility vehicle (“<b>SUV</b>”). As of July 31, 2021, year-to-date deliveries reached 38,778, representing a 388% increase year-over-year.</p>\n<p><b>Launch of G3i</b></p>\n<p>In July 2021, the Company launched the G3i SUV, the new mid-cycle facelift version of the G3, with deliveries expected to start in September this year. Incorporating the P7’s proven family design language, coupled with a brand-new look, the G3i is equipped with an intelligent in-car operating system and a powerful advanced driver-assistance system.</p>\n<p><b>The Pre-sales for P5</b></p>\n<p>In July 2021, XPeng commenced pre-sales for its third mass-produced model, the P5, XPeng’s smart family sedan, the world’s first mass-produced light detection and ranging (LIDAR) equipped Smart EV. The P5 will officially be launched in China in September 2021 with deliveries starting in the fourth quarter of 2021. The P5 will be equipped with advanced driver-assistance system features powered by XPeng’s full-stack in-house developed XPILOT 3.5 advanced driver-assistance system, which extended the Navigation Guided Pilot (NGP) function for highways and expressways to include major urban roads, traffic intersections and other complex city driving scenarios.</p>\n<p><b>Release of Valet Parking Assist (VPA)</b></p>\n<p>In June 2021, XPeng rolled out Valet Parking Assist, one of the most advanced automated parking function in the Chinese market, which memorizes locations and layouts of frequently used parking spots and enables advanced driver-assistance system for such parking lots.</p>\n<p><b>Unaudited Financial Results For the Three Months Ended June 30, 2021</b></p>\n<p><b>Total revenues</b>&nbsp;were RMB3,761.3 million (US$582.5 million) for the second quarter of 2021, representing an increase of 536.7% from RMB590.8 million for the same period of 2020 and an increase of 27.5% from RMB2,950.9 million for the first quarter of 2021.</p>\n<p><i>Revenues from vehicle sales</i>were RMB3,584.4 million (US$555.1 million) for the second quarter of 2021, representing an increase of 562.4% from RMB541.1 million for the same period of 2020 and an increase of 27.5% from RMB2,810.3 million for the first quarter of 2021. The year-over-year increase was mainly due to higher vehicle delivery especially for the P7, which started at the end of June 2020. The quarter-over-quarter increase was also attributable to the higher P7 sales as a result of seasonality, channel expansion and brand equity improvement.</p>\n<p><i>Revenues from services and others</i>were RMB176.9 million (US$27.4 million) for the second quarter of 2021, representing an increase of 256.2% from RMB49.7 million for the same period of 2020 and an increase of 25.8% from RMB140.6 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly attributed to more income from service, parts and accessory sales in line with higher accumulated vehicle sales.</p>\n<p><b>Cost of sales</b>&nbsp;was RMB3,312.7 million (US$513.1 million) for the second quarter of 2021, representing an increase of 445.7% from RMB607.0 million for the same period of 2020 and an increase of 26.4% from RMB2,621.1 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to the increase of vehicle deliveries as described above.</p>\n<p><b>Gross margin</b>&nbsp;was 11.9% for the second quarter of 2021, compared with negative 2.7% and 11.2% for the second quarter of 2020 and the first quarter of 2021, respectively.</p>\n<p><b>Vehicle margin</b>&nbsp;was 11.0% for the second quarter of 2021, compared with negative 5.6% for the same period of 2020 and 10.1% for the first quarter of 2021. The improvement was primarily attributable to better product mix and material cost reduction.</p>\n<p><b>Research and development expenses</b>&nbsp;were RMB863.5 million (US$133.7 million) for the second quarter of 2021, representing an increase of 170.0% from RMB319.8 million for the same period of 2020 and an increase of 61.4% from RMB535.1 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to (i) the increase in employee compensation as a result of expanded research and development staff, and (ii) higher expenses relating to the development of vehicles and related software technologies.</p>\n<p><b>Selling, general and administrative expenses</b>&nbsp;were RMB1,030.8 million (US$159.6 million) for the second quarter of 2021, representing an increase of 116.0% from RMB477.1 million for the same period of 2020 and an increase of 43.0% from RMB720.8 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to (i) higher marketing, promotional and advertising expenses to support vehicle sales, and (ii) the expansion of our sales network and associated personnel cost, and commission for franchised store sales.</p>\n<p><b>Loss from operations</b>&nbsp;was RMB1,443.2 million (US$223.5 million) for the second quarter of 2021, compared with RMB779.1 million for the same period of 2020 and RMB903.9 million for the first quarter of 2021. The higher year-over-year and quarter-over-quarter losses were mainly attributable to higher operating expenses as described above.</p>\n<p><b>Non-GAAP loss from operations</b>, which excludes share-based compensation expenses, was RMB1,345.0 million (US$208.3 million) for the second quarter of 2021, compared with RMB779.1 million for the same period of 2020 and RMB813.7 million for the first quarter of 2021.</p>\n<p><b>Net loss</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB146.0 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021.</p>\n<p><b>Non-GAAP net loss</b>, which excludes share-based compensation expenses and fair value change on derivative liabilities related to the redemption right of preferred shares, was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</p>\n<p><b>Net loss attributable to ordinary shareholders of XPeng</b>&nbsp;was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB1,141.5 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021.</p>\n<p><b>Non-GAAP net loss attributable to ordinary shareholders of XPeng</b>, which excludes share- based compensation expenses, fair value change on derivative liabilities related to the redemption right of preferred shares and accretion on preferred shares to redemption value, was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.</p>\n<p><b>Basic and diluted net loss per ADS</b>&nbsp;were both RMB1.50 (US$0.23) for the second quarter of 2021, compared with RMB6.29 for the second quarter of 2020 and RMB0.99 for the first quarter of 2021.</p>\n<p><b>Non-GAAP basic and diluted net loss per ADS</b>&nbsp;were both RMB1.38 (US$0.21) for the second quarter of 2021, compared with RMB4.24 for the second quarter of 2020 and RMB0.88 for the first quarter of 2021.</p>\n<p><b>Balance Sheets</b></p>\n<p>As of June 30, 2021, the Company had cash and cash equivalents, restricted cash, short-term deposits, short-term investments and long-term deposits of RMB32,871.2 million (US$5,091.1 million), compared to RMB35,342.1 million as of December 31, 2020.</p>\n<p><b>Business Outlook</b></p>\n<p>For the third quarter of 2021, the Company expects:</p>\n<ul>\n <li><b>Deliveries of vehicles</b>&nbsp;to be between 21,500 and 22,500, representing a year-over-year increase of approximately 150.6% to 162.3%.</li>\n <li><b>Total revenues</b>&nbsp;to be between RMB4.8 billion and RMB5.0 billion, representing a year-over- year increase of approximately 141.2% to 151.3%.</li>\n</ul>\n<p>The above outlook is based on the current market conditions and reflects the Company’s preliminary estimates of market and operating conditions, and customer demand, which are all subject to change.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113528238","content_text":"Quarterly vehicle deliveries reached 17,398, a 439% increase year-over-year\nQuarterly total revenues reached RMB3,761.3 million, a 536.7% increase year-over-year\nQuarterly gross margin reached 11.9%\n\nXPeng Inc. today announced its unaudited financial results for the three months ended June 30, 2021.\nXpeng Motors shares rose nearly 3% in morning trading.\n\nOperational and Financial Highlights for the Three Months Ended June 30, 2021\n\nDeliveries of vehicles were 17,398 in the second quarter of 2021, reaching a record quarterly high, and representing an increase of 439% from 3,228 in the corresponding period of 2020 and an increase of 30.4% from 13,340 in the first quarter of 2021.\nDeliveries of the P7 were 11,522 in the second quarter of 2021, reaching a record quarterly high and representing an increase of 44.5% from 7,974 in the first quarter of 2021.\nAmong the total P7s delivered in the second quarter of 2021, 97% can support XPILOT 2.5 or XPILOT 3.0.\nAs of June 30, 2021, XPeng’s physical sales and service network consisted of a total of 200 stores and 64 service centers, covering 74 cities.\nAs of June 30, 2021, XPeng-branded super charging stations expanded to 231, covering 65 cities.\nTotal revenues were RMB3,761.3 million (US$582.5 million) for the second quarter of 2021, representing an increase of 536.7% from RMB590.8 million for the same period of 2020 and an increase of 27.5% from RMB2,950.9 million for the first quarter of 2021.\nRevenues from vehicle sales were RMB3,584.4 million (US$555.1 million) for the second quarter of 2021, representing an increase of 562.4% from RMB541.1 million for the same period of 2020, and an increase of 27.5% from RMB2,810.3 million for the first quarter of 2021.\nGross margin was 11.9% for the second quarter of 2021, compared with negative 2.7% for the same period of 2020 and 11.2% for the first quarter of 2021.\nVehicle margin, which is gross profit of vehicle sales as a percentage of revenues from vehicle sales, was 11.0% for the second quarter of 2021, compared with negative 5.6% for the same period of 2020 and 10.1% for the first quarter of 2021.\nNet loss was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB146.0 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021. Excluding share-based compensation expenses and fair value change on derivative liabilities related to the redemption right of preferred shares, non-GAAP net loss was RMB1,096.4 million (US$169.8 million) in the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.\nNet loss attributable to ordinary shareholders of XPeng was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB1,141.5 million for the same period of 2020 and RMB786.6 million in the first quarter of 2021. Excluding share-based compensation expenses, fair value change on derivative liabilities related to the redemption right of preferred shares and accretion on preferred shares to redemption value, non-GAAP net loss attributable to ordinary shareholders of XPeng was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.\nBasic and diluted net loss per American depositary share (ADS) were both RMB1.50 (US$0.23) for the second quarter of 2021. Non-GAAP basic and diluted net loss per ADS were both RMB1.38 (US$0.21) for the second quarter of 2021. Each ADS represents two Class A ordinary shares.\nCash and cash equivalents, restricted cash, short-term deposits, short-term investments and long-term deposits were RMB32,871.2 million (US$5,091.1 million) as of June 30, 2021.\n\nXPeng started mass delivery of the P7 in late June 2020.\n“We delivered another record-breaking quarter with new highs recorded in several key metrics, underscoring an accelerated growth trajectory powered by our full-stack in-house technology capability,” said Mr. He Xiaopeng, Chairman and CEO of XPeng. “Notably, deliveries for the first half of 2021 exceeded the total deliveries for the full year 2020, reaching 30,738, a 459% increase year-over-year.”\n“As EV adoption in China and around the world begins to soar, we are excited to lead in this unprecedented disruption opportunity with our outstanding vehicles and fast, seamless iterations of new technologies that are shaping the mobility experience of the future,” Mr. He added.\n“Our outstanding second quarter 2021 results reflect XPeng’s leadership in China’s booming Smart EV industry where we continue to introduce innovative technology, differentiated products and premium services,” said Dr. Hongdi Brian Gu, Honorary Vice Chairman and President of XPeng. “Fueled by strong delivery performance, our second quarter 2021 revenues grew 536.7% compared with the same period of 2020. We also witnessed further improvement in our profitability. In particular, our gross margin continued its upward trend and reached 11.9% in the quarter,” Dr. Gu concluded.\nRecent Developments\nDual-primary Listing in Hong Kong\nOn July 7, 2021 (the “Listing Date”), XPeng successfully listed its Class A ordinary shares on the Main Board of The Stock Exchange of Hong Kong Limited (the “Hong Kong Stock Exchange”) (the “Listing”). The Company issued a total of 97,083,300 Class A ordinary shares in the global offering. Net proceeds from the global offering, after deducting underwriting fees and commissions were approximately HK$15,823 million, which will be used in accordance with the use of proceeds as disclosed in the prospectus of the Company published on the website of the Hong Kong Stock Exchange on June 25, 2021 (the “Prospectus”). Since the Listing Date and as at the date of this announcement, the Company has not utilized any net proceeds from the Listing.\nDeliveries in July 2021\nTotal Smart EV deliveries of XPeng reached 8,040 in July 2021, representing a 228% increase year- over-year. The July deliveries consisted of 6,054 P7s, XPeng’s smart sports sedan, and 1,986 G3s, XPeng’s compact smart sport utility vehicle (“SUV”). As of July 31, 2021, year-to-date deliveries reached 38,778, representing a 388% increase year-over-year.\nLaunch of G3i\nIn July 2021, the Company launched the G3i SUV, the new mid-cycle facelift version of the G3, with deliveries expected to start in September this year. Incorporating the P7’s proven family design language, coupled with a brand-new look, the G3i is equipped with an intelligent in-car operating system and a powerful advanced driver-assistance system.\nThe Pre-sales for P5\nIn July 2021, XPeng commenced pre-sales for its third mass-produced model, the P5, XPeng’s smart family sedan, the world’s first mass-produced light detection and ranging (LIDAR) equipped Smart EV. The P5 will officially be launched in China in September 2021 with deliveries starting in the fourth quarter of 2021. The P5 will be equipped with advanced driver-assistance system features powered by XPeng’s full-stack in-house developed XPILOT 3.5 advanced driver-assistance system, which extended the Navigation Guided Pilot (NGP) function for highways and expressways to include major urban roads, traffic intersections and other complex city driving scenarios.\nRelease of Valet Parking Assist (VPA)\nIn June 2021, XPeng rolled out Valet Parking Assist, one of the most advanced automated parking function in the Chinese market, which memorizes locations and layouts of frequently used parking spots and enables advanced driver-assistance system for such parking lots.\nUnaudited Financial Results For the Three Months Ended June 30, 2021\nTotal revenues were RMB3,761.3 million (US$582.5 million) for the second quarter of 2021, representing an increase of 536.7% from RMB590.8 million for the same period of 2020 and an increase of 27.5% from RMB2,950.9 million for the first quarter of 2021.\nRevenues from vehicle saleswere RMB3,584.4 million (US$555.1 million) for the second quarter of 2021, representing an increase of 562.4% from RMB541.1 million for the same period of 2020 and an increase of 27.5% from RMB2,810.3 million for the first quarter of 2021. The year-over-year increase was mainly due to higher vehicle delivery especially for the P7, which started at the end of June 2020. The quarter-over-quarter increase was also attributable to the higher P7 sales as a result of seasonality, channel expansion and brand equity improvement.\nRevenues from services and otherswere RMB176.9 million (US$27.4 million) for the second quarter of 2021, representing an increase of 256.2% from RMB49.7 million for the same period of 2020 and an increase of 25.8% from RMB140.6 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly attributed to more income from service, parts and accessory sales in line with higher accumulated vehicle sales.\nCost of sales was RMB3,312.7 million (US$513.1 million) for the second quarter of 2021, representing an increase of 445.7% from RMB607.0 million for the same period of 2020 and an increase of 26.4% from RMB2,621.1 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to the increase of vehicle deliveries as described above.\nGross margin was 11.9% for the second quarter of 2021, compared with negative 2.7% and 11.2% for the second quarter of 2020 and the first quarter of 2021, respectively.\nVehicle margin was 11.0% for the second quarter of 2021, compared with negative 5.6% for the same period of 2020 and 10.1% for the first quarter of 2021. The improvement was primarily attributable to better product mix and material cost reduction.\nResearch and development expenses were RMB863.5 million (US$133.7 million) for the second quarter of 2021, representing an increase of 170.0% from RMB319.8 million for the same period of 2020 and an increase of 61.4% from RMB535.1 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to (i) the increase in employee compensation as a result of expanded research and development staff, and (ii) higher expenses relating to the development of vehicles and related software technologies.\nSelling, general and administrative expenses were RMB1,030.8 million (US$159.6 million) for the second quarter of 2021, representing an increase of 116.0% from RMB477.1 million for the same period of 2020 and an increase of 43.0% from RMB720.8 million for the first quarter of 2021. The year-over-year and the quarter-over-quarter increases were mainly due to (i) higher marketing, promotional and advertising expenses to support vehicle sales, and (ii) the expansion of our sales network and associated personnel cost, and commission for franchised store sales.\nLoss from operations was RMB1,443.2 million (US$223.5 million) for the second quarter of 2021, compared with RMB779.1 million for the same period of 2020 and RMB903.9 million for the first quarter of 2021. The higher year-over-year and quarter-over-quarter losses were mainly attributable to higher operating expenses as described above.\nNon-GAAP loss from operations, which excludes share-based compensation expenses, was RMB1,345.0 million (US$208.3 million) for the second quarter of 2021, compared with RMB779.1 million for the same period of 2020 and RMB813.7 million for the first quarter of 2021.\nNet loss was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB146.0 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021.\nNon-GAAP net loss, which excludes share-based compensation expenses and fair value change on derivative liabilities related to the redemption right of preferred shares, was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.\nNet loss attributable to ordinary shareholders of XPeng was RMB1,194.6 million (US$185.0 million) for the second quarter of 2021, compared with RMB1,141.5 million for the same period of 2020 and RMB786.6 million for the first quarter of 2021.\nNon-GAAP net loss attributable to ordinary shareholders of XPeng, which excludes share- based compensation expenses, fair value change on derivative liabilities related to the redemption right of preferred shares and accretion on preferred shares to redemption value, was RMB1,096.4 million (US$169.8 million) for the second quarter of 2021, compared with RMB769.5 million for the same period of 2020 and RMB696.3 million for the first quarter of 2021.\nBasic and diluted net loss per ADS were both RMB1.50 (US$0.23) for the second quarter of 2021, compared with RMB6.29 for the second quarter of 2020 and RMB0.99 for the first quarter of 2021.\nNon-GAAP basic and diluted net loss per ADS were both RMB1.38 (US$0.21) for the second quarter of 2021, compared with RMB4.24 for the second quarter of 2020 and RMB0.88 for the first quarter of 2021.\nBalance Sheets\nAs of June 30, 2021, the Company had cash and cash equivalents, restricted cash, short-term deposits, short-term investments and long-term deposits of RMB32,871.2 million (US$5,091.1 million), compared to RMB35,342.1 million as of December 31, 2020.\nBusiness Outlook\nFor the third quarter of 2021, the Company expects:\n\nDeliveries of vehicles to be between 21,500 and 22,500, representing a year-over-year increase of approximately 150.6% to 162.3%.\nTotal revenues to be between RMB4.8 billion and RMB5.0 billion, representing a year-over- year increase of approximately 141.2% to 151.3%.\n\nThe above outlook is based on the current market conditions and reflects the Company’s preliminary estimates of market and operating conditions, and customer demand, which are all subject to change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808611195,"gmtCreate":1627572985017,"gmtModify":1703492725004,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Everyone he says something the shares went up.","listText":"Everyone he says something the shares went up.","text":"Everyone he says something the shares went up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/808611195","repostId":"1179174010","repostType":4,"repost":{"id":"1179174010","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":1627572541,"share":"https://ttm.financial/m/news/1179174010?lang=&edition=fundamental","pubTime":"2021-07-29 23:29","market":"us","language":"en","title":"Musk confirms Tesla AI Day will be on August 19","url":"https://stock-news.laohu8.com/highlight/detail?id=1179174010","media":"Tiger Newspress","summary":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19.While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.The focus of the AI event is likely to be around Tesla's self","content":"<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p>\n<p><img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p>\n<p>While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p>\n<p>The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p>\n<p>Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk confirms Tesla AI Day will be on August 19</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\">\nMusk confirms Tesla AI Day will be on August 19\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\">2021-07-29 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p>\n<p><img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p>\n<p>While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p>\n<p>The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p>\n<p>Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179174010","content_text":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.\n\nTesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. \nWhile the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.\nThe focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.\nTesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174901789,"gmtCreate":1627055244341,"gmtModify":1703483551677,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>strong resistance. Cheong ah!!!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>strong resistance. Cheong ah!!!","text":"$Tiger Brokers(TIGR)$strong resistance. Cheong ah!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174901789","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174074904,"gmtCreate":1627054973308,"gmtModify":1703483543728,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/174074904","repostId":"2153751984","repostType":4,"repost":{"id":"2153751984","kind":"highlight","pubTimestamp":1627050780,"share":"https://ttm.financial/m/news/2153751984?lang=&edition=fundamental","pubTime":"2021-07-23 22:33","market":"us","language":"en","title":"Got $1,000? Buy These Cheap Growth Stocks Right Away","url":"https://stock-news.laohu8.com/highlight/detail?id=2153751984","media":"Motley Fool","summary":"These growth stocks have made investors rich in the past, and they can keep doing so in the future.","content":"<p>It is difficult to find high-growth companies trading at attractive valuations, especially in the technology sector, where stocks usually trade at rich valuations. The rich valuations happen because they tend to outperform the broader market on the back of disruptive products and services that may fuel rapid long-term growth.</p>\n<p>Not surprisingly, the average price-to-earnings (P/E) ratio of the tech-heavy&nbsp;<b><a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> 100</b> Index stands&nbsp;at 38.4 as compared to the <b>Dow Jones Industrial Average</b>'s average P/E ratio of 26.3 and the <b>S&amp;P 500</b>'s average multiple of 36.6.</p>\n<p>However, there are a few tech companies that continue to trade at attractive valuations despite crushing the broader market. <b><a href=\"https://laohu8.com/S/QRVO\">Qorvo</a></b> (NASDAQ:QRVO) and <b>Jabil</b> (NYSE:JBL) are two stocks that have made investors significantly richer over the past five years.</p>\n<p><img src=\"https://static.tigerbbs.com/549aaadbeda352ae2081da23ac1deb45\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>QRVO data by YCharts</p>\n<p>For example, a $1,000 investment in Qorvo five years ago would be worth almost $3,100 now. A similar investment in Jabil would be worth close to $2,700 now. The good part is that both companies could at least equal, if not outperform, their stellar gains in the coming years. Let's take a look at the reasons why it still makes sense to invest $1,000 in these tech stocks.</p>\n<h3>Qorvo: Riding the 5G wave</h3>\n<p>Qorvo is benefiting from multiple hot tech trends right now, but its biggest catalyst remains the 5G smartphone market. The chipmaker's revenue in fiscal 2021 (which ended on April 3) shot up 24% year over year to $4.02 billion. It finished the year with a gross profit margin of 46.9%, up substantially over the prior year's figure of 40.8%.</p>\n<p>Qorvo credited the \"higher demand for our 5G mobile solutions, 5G base station products, and Wi-Fi products\" for this impressive showing. The good news is that all these verticals are still in their early phases of growth. For instance, 5G smartphone shipments are expected to jump from an estimated 239 million units in 2020 to 1.12 billion units by 2025, according&nbsp;to Taiwan-based Market Intelligence &amp; Consulting Institute.</p>\n<p><img src=\"https://static.tigerbbs.com/4f9ffe2f3eb673512439f8114e7d18f2\" tg-width=\"700\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: <a href=\"https://laohu8.com/S/GTY\">Getty</a> Images.</p>\n<p>With Qorvo getting just over 71% of its total&nbsp;revenue from the mobile products segment last quarter, the 5G smartphone boom is going to move the needle significantly for the company. After all, the chipmaker supplies its wireless components to the leading players in the 5G smartphone space, including <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> (NASDAQ:AAPL). The iPhone maker produced 30%&nbsp;of Qorvo's total revenue last fiscal year.</p>\n<p>This sizable reliance on Apple is a good thing for Qorvo as the tech giant is on fire in the 5G smartphone era. The iPhone 12 has been a runaway hit among consumers looking to make the move to a 5G device from their older iPhones, and there are at least 800 million customers in Apple's installed base that have yet to make the move to 5G. As a result, Apple is going to be a long-term catalyst for Qorvo's mobile business thanks to the massive iPhone volume opportunity at hand.</p>\n<p>Its relationship with other smartphone OEMs (original equipment manufacturers) such&nbsp;as <b>Samsung</b> and <b>Xiaomi</b> will also come in handy in the long run, as these companies are dominant&nbsp;players in the 5G smartphone market along with Apple.</p>\n<p>More importantly, the improved 5G smartphone volumes will help Qorvo generate faster revenue and earnings growth. That's because the radio-frequency (RF) content in mid-range 5G smartphones is doubling over their 4G predecessors, while high-end devices are witnessing an additional $5 to $7 in wireless content.</p>\n<p>Thanks to the 5G tailwind, Qorvo is anticipated to record 16% annual earnings growth for the next five years, up from the 6% annual growth seen in the last five years. This makes it an attractive growth stock to buy right now at 29.7 times trailing earnings, which is lower than the Nasdaq 100 Index's rich multiple we saw earlier.</p>\n<h3>Jabil: Diverse growth drivers should lead to better times</h3>\n<p>Jabil has made a fine comeback this year after the novel coronavirus pandemic derailed the company's growth in 2020. The contract electronics manufacturer delivered a solid third-quarter earnings report&nbsp;in June, recording 14% year-over-year revenue growth to $7.2 billion. Non-GAAP earnings had shot up to $1.30 per share during the quarter from $0.37 per share a year ago. <b>&nbsp;</b></p>\n<p>Even better, Jabil upgraded its full-year guidance on the back of impressive momentum in the cloud, mobility, semiconductor, automotive, and connected devices markets. These end markets are on track to grow nicely for Jabil this year and beyond.</p>\n<p>In mobility, for instance, Jabil expects $4.1 billion in revenue this fiscal year, up 24% over fiscal 2020. That's not surprising as 20%&nbsp;of the company's total revenue comes from manufacturing casings for Apple's iPhone and iPad. We have already seen that Apple's 5G iPhones are selling like hotcakes, and they can keep doing so thanks to an upgrade supercycle that's currently playing out. This should rub off positively on Jabil's prospects as well since it has a close relationship with Apple.</p>\n<p>However, Jabil draws its revenue from a wider number of verticals. The automotive and transportation segment, for example, is expected&nbsp;to deliver $2.2 billion in revenue this year, up 29% from last year. This business seems to have solid long-term potential as the global automotive contract manufacturing space is expected to clock 7.2% annual growth through 2027, according&nbsp;to a third-party estimate.</p>\n<p>Similarly, Jabil provides contract manufacturing services to connected device manufacturers, semiconductor capital equipment makers, cloud computing customers, and networking and storage providers, among others. Grand View Research estimates&nbsp;that the global contract electronics manufacturing market could be worth $800 billion by 2027 as compared to $417 billion at the end of 2019.</p>\n<p>Not surprisingly, Jabil's bottom line is expected to grow at nearly 20% per year for the next five years, as it seems to be on track to take advantage of the huge end-market opportunity that lies ahead. And now would be a great time to buy this tech stock as it is trading at just 14 times trailing earnings, which makes it way cheaper&nbsp;than the indexes discussed earlier. What's more, Jabil's forward earnings multiple of just 9.3 makes it even more attractive, giving investors another great reason to consider putting $1,000 in the stock.</p>","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>Got $1,000? Buy These Cheap Growth Stocks Right Away</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\">\nGot $1,000? Buy These Cheap Growth Stocks Right Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 22:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/23/got-1000-buy-these-cheap-growth-stocks-right-away/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is difficult to find high-growth companies trading at attractive valuations, especially in the technology sector, where stocks usually trade at rich valuations. The rich valuations happen because ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/23/got-1000-buy-these-cheap-growth-stocks-right-away/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/07/23/got-1000-buy-these-cheap-growth-stocks-right-away/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153751984","content_text":"It is difficult to find high-growth companies trading at attractive valuations, especially in the technology sector, where stocks usually trade at rich valuations. The rich valuations happen because they tend to outperform the broader market on the back of disruptive products and services that may fuel rapid long-term growth.\nNot surprisingly, the average price-to-earnings (P/E) ratio of the tech-heavy Nasdaq 100 Index stands at 38.4 as compared to the Dow Jones Industrial Average's average P/E ratio of 26.3 and the S&P 500's average multiple of 36.6.\nHowever, there are a few tech companies that continue to trade at attractive valuations despite crushing the broader market. Qorvo (NASDAQ:QRVO) and Jabil (NYSE:JBL) are two stocks that have made investors significantly richer over the past five years.\n\nQRVO data by YCharts\nFor example, a $1,000 investment in Qorvo five years ago would be worth almost $3,100 now. A similar investment in Jabil would be worth close to $2,700 now. The good part is that both companies could at least equal, if not outperform, their stellar gains in the coming years. Let's take a look at the reasons why it still makes sense to invest $1,000 in these tech stocks.\nQorvo: Riding the 5G wave\nQorvo is benefiting from multiple hot tech trends right now, but its biggest catalyst remains the 5G smartphone market. The chipmaker's revenue in fiscal 2021 (which ended on April 3) shot up 24% year over year to $4.02 billion. It finished the year with a gross profit margin of 46.9%, up substantially over the prior year's figure of 40.8%.\nQorvo credited the \"higher demand for our 5G mobile solutions, 5G base station products, and Wi-Fi products\" for this impressive showing. The good news is that all these verticals are still in their early phases of growth. For instance, 5G smartphone shipments are expected to jump from an estimated 239 million units in 2020 to 1.12 billion units by 2025, according to Taiwan-based Market Intelligence & Consulting Institute.\n\nImage source: Getty Images.\nWith Qorvo getting just over 71% of its total revenue from the mobile products segment last quarter, the 5G smartphone boom is going to move the needle significantly for the company. After all, the chipmaker supplies its wireless components to the leading players in the 5G smartphone space, including Apple (NASDAQ:AAPL). The iPhone maker produced 30% of Qorvo's total revenue last fiscal year.\nThis sizable reliance on Apple is a good thing for Qorvo as the tech giant is on fire in the 5G smartphone era. The iPhone 12 has been a runaway hit among consumers looking to make the move to a 5G device from their older iPhones, and there are at least 800 million customers in Apple's installed base that have yet to make the move to 5G. As a result, Apple is going to be a long-term catalyst for Qorvo's mobile business thanks to the massive iPhone volume opportunity at hand.\nIts relationship with other smartphone OEMs (original equipment manufacturers) such as Samsung and Xiaomi will also come in handy in the long run, as these companies are dominant players in the 5G smartphone market along with Apple.\nMore importantly, the improved 5G smartphone volumes will help Qorvo generate faster revenue and earnings growth. That's because the radio-frequency (RF) content in mid-range 5G smartphones is doubling over their 4G predecessors, while high-end devices are witnessing an additional $5 to $7 in wireless content.\nThanks to the 5G tailwind, Qorvo is anticipated to record 16% annual earnings growth for the next five years, up from the 6% annual growth seen in the last five years. This makes it an attractive growth stock to buy right now at 29.7 times trailing earnings, which is lower than the Nasdaq 100 Index's rich multiple we saw earlier.\nJabil: Diverse growth drivers should lead to better times\nJabil has made a fine comeback this year after the novel coronavirus pandemic derailed the company's growth in 2020. The contract electronics manufacturer delivered a solid third-quarter earnings report in June, recording 14% year-over-year revenue growth to $7.2 billion. Non-GAAP earnings had shot up to $1.30 per share during the quarter from $0.37 per share a year ago.  \nEven better, Jabil upgraded its full-year guidance on the back of impressive momentum in the cloud, mobility, semiconductor, automotive, and connected devices markets. These end markets are on track to grow nicely for Jabil this year and beyond.\nIn mobility, for instance, Jabil expects $4.1 billion in revenue this fiscal year, up 24% over fiscal 2020. That's not surprising as 20% of the company's total revenue comes from manufacturing casings for Apple's iPhone and iPad. We have already seen that Apple's 5G iPhones are selling like hotcakes, and they can keep doing so thanks to an upgrade supercycle that's currently playing out. This should rub off positively on Jabil's prospects as well since it has a close relationship with Apple.\nHowever, Jabil draws its revenue from a wider number of verticals. The automotive and transportation segment, for example, is expected to deliver $2.2 billion in revenue this year, up 29% from last year. This business seems to have solid long-term potential as the global automotive contract manufacturing space is expected to clock 7.2% annual growth through 2027, according to a third-party estimate.\nSimilarly, Jabil provides contract manufacturing services to connected device manufacturers, semiconductor capital equipment makers, cloud computing customers, and networking and storage providers, among others. Grand View Research estimates that the global contract electronics manufacturing market could be worth $800 billion by 2027 as compared to $417 billion at the end of 2019.\nNot surprisingly, Jabil's bottom line is expected to grow at nearly 20% per year for the next five years, as it seems to be on track to take advantage of the huge end-market opportunity that lies ahead. And now would be a great time to buy this tech stock as it is trading at just 14 times trailing earnings, which makes it way cheaper than the indexes discussed earlier. What's more, Jabil's forward earnings multiple of just 9.3 makes it even more attractive, giving investors another great reason to consider putting $1,000 in the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837626157,"gmtCreate":1629885478779,"gmtModify":1676530162098,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Jobs. Good news.&nbsp;","listText":"Jobs. Good news.&nbsp;","text":"Jobs. Good news.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/837626157","repostId":"1120965124","repostType":4,"repost":{"id":"1120965124","kind":"news","pubTimestamp":1629884777,"share":"https://ttm.financial/m/news/1120965124?lang=&edition=fundamental","pubTime":"2021-08-25 17:46","market":"us","language":"en","title":"Microsoft, Amazon meet with White House as 500,000 cybersecurity jobs unfilled","url":"https://stock-news.laohu8.com/highlight/detail?id=1120965124","media":"FOX Business","summary":"President Bidenon Wednesday afternoon will host a White House meeting focusing on cybersecurity with","content":"<p>President Bidenon Wednesday afternoon will host a White House meeting focusing on cybersecurity with the leaders of several industries.</p>\n<p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> CEO Tim Cook,&nbsp;<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> CEO Satya Nadella andAmazonCEO Andy Jassy will be among the executives representing the tech sector.</p>\n<p>Bank of America&nbsp;CEO Brian Moynihan and JPMorgan Chase CEO&nbsp;Jamie Dimon, will represent the financial community.</p>\n<p>Other&nbsp;industries represented will be insurance, energy and education.</p>\n<p>\"The President recognizes that the escalating cyber threats we face&nbsp;require a whole nation effort, and this meeting will highlight the scope of the challenge we face, but also the opportunities so it's really a call to action,\" according to a senior administrative official.</p>\n<p>Among the topics to be discussed will be ransomware and the ability to purchase secure technology.</p>\n<p>In the fight against hackers and cyber attacks, there are 500,000 cybersecurity jobs that remain unfilled.</p>\n<p>The meeting comes amid a slew of cyberattacks on U.S. companies and government entities in recent months, including the State Department, the Colonial Pipeline, JBS, Electronic Arts and the U.S. Agency for International Development.</p>\n<p>The administration in May said it planned to launch a task force aimed at cracking down on hackers responsible for ransomware attacks after the Colonial attack.</p>\n<p>Following the meeting with Biden, participants will&nbsp;join smaller meetings with various members of the president's cabinet and national security team for more informal discussions.</p>","source":"lsy1602566126337","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft, Amazon meet with White House as 500,000 cybersecurity jobs unfilled</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft, Amazon meet with White House as 500,000 cybersecurity jobs unfilled\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 17:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.foxbusiness.com/economy/microsoft-amazon-meet-with-white-house-as-500000-cybersecurity-jobs-unfilled><strong>FOX Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>President Bidenon Wednesday afternoon will host a White House meeting focusing on cybersecurity with the leaders of several industries.\nApple CEO Tim Cook, Microsoft CEO Satya Nadella andAmazonCEO ...</p>\n\n<a href=\"https://www.foxbusiness.com/economy/microsoft-amazon-meet-with-white-house-as-500000-cybersecurity-jobs-unfilled\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"source_url":"https://www.foxbusiness.com/economy/microsoft-amazon-meet-with-white-house-as-500000-cybersecurity-jobs-unfilled","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120965124","content_text":"President Bidenon Wednesday afternoon will host a White House meeting focusing on cybersecurity with the leaders of several industries.\nApple CEO Tim Cook, Microsoft CEO Satya Nadella andAmazonCEO Andy Jassy will be among the executives representing the tech sector.\nBank of America CEO Brian Moynihan and JPMorgan Chase CEO Jamie Dimon, will represent the financial community.\nOther industries represented will be insurance, energy and education.\n\"The President recognizes that the escalating cyber threats we face require a whole nation effort, and this meeting will highlight the scope of the challenge we face, but also the opportunities so it's really a call to action,\" according to a senior administrative official.\nAmong the topics to be discussed will be ransomware and the ability to purchase secure technology.\nIn the fight against hackers and cyber attacks, there are 500,000 cybersecurity jobs that remain unfilled.\nThe meeting comes amid a slew of cyberattacks on U.S. companies and government entities in recent months, including the State Department, the Colonial Pipeline, JBS, Electronic Arts and the U.S. Agency for International Development.\nThe administration in May said it planned to launch a task force aimed at cracking down on hackers responsible for ransomware attacks after the Colonial attack.\nFollowing the meeting with Biden, participants will join smaller meetings with various members of the president's cabinet and national security team for more informal discussions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951253953,"gmtCreate":1673497913773,"gmtModify":1676538846546,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"I think higher interest rate contribute to inflation.&nbsp;","listText":"I think higher interest rate contribute to inflation.&nbsp;","text":"I think higher interest rate contribute to inflation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951253953","repostId":"2302817558","repostType":2,"repost":{"id":"2302817558","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673482764,"share":"https://ttm.financial/m/news/2302817558?lang=&edition=fundamental","pubTime":"2023-01-12 08:19","market":"us","language":"en","title":"Why Thursday’s U.S. CPI Report Might Kill Stock Market’s Hope of Inflation Melting Away","url":"https://stock-news.laohu8.com/highlight/detail?id=2302817558","media":"Dow Jones","summary":"Stock-market optimism that the peak of inflation is behind us leaves little room for error, says Kra","content":"<html><head></head><body><p>Stock-market optimism that the peak of inflation is behind us leaves little room for error, says Kramer of Mott Capital Management</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/987a22bd97ab2795885bd6b97e9a21b7\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Brandon Bell/Getty Images</span></p><p>A mild stock market rally to kick off the new year will be put to the test Thursday when investors face a highly-awaited U.S. inflation reading which could well help determine the size of the Federal Reserve&#39;s next interest-rate increase.</p><p>The December CPI reading from the Bureau of Labor Statistics, which tracks changes in the prices paid by consumers for goods and services, is expected to show a 6.5% rise from a year earlier, slowing from a 7.1% year-over-year rise seen in the previous month, according to a survey of economists by Dow Jones. The core price measure that strips out volatile food and fuel costs, is expected to rise 0.3% from November, or 5.7% year over year.</p><p>The December CPI will be particularly important for influencing the Fed&#39;s decision in its upcoming meeting which concludes February 1, said economists at Pimco. They expect the inflation and lsabor market data will have moderated sufficiently will push the central bank to pause rate hikes before their May meeting.</p><p>&#34;After hiking 50 basis points at the December meeting, we expect the Fed moves to a 25bp hiking pace in early February, and ultimately pause around 5%,&#34; wrote Pimco&#39;s economists Tiffany Wilding and Allison Boxer, in a Tuesday note.</p><p>However, since the Fed&#39;s December meeting, officials have relentlessly signaled the central bank will need to raise interest rates above 5% in order to get inflation to the 2% target, with no interest rate cuts expected this year. Fed funds futures traders now see a 78% likelihood of a 25 basis point hike at its February meeting, and a 68% chance of another in March, which would bring the terminal rate to merely 4.75-5% by mid-year, according to the CME FedWatch tool.</p><p>After two lower-than-expected CPI readings, which have given the market hope that inflation will melt away quickly, the December reading for inflation is essential to keep alive the market&#39;s hopes for falling inflation, Michael J. Kramer, founder of Mott Capital Management said in a Monday note.</p><p>&#34;Inflation swaps currently see inflation falling below 2.5% by the summer of 2023, which seems hopeful,&#34; Kramer said. &#34;This week&#39;s CPI reading will be essential in maintaining that view and could prove disastrous if CPI comes in hotter than expected, veering market-based inflation expectations off course.&#34;</p><p>The stock market is looking for an &#34;around 5%&#34; increase in December&#39;s core inflation, said Rhys Williams, chief strategist at Spouting Rock Asset Management. &#34;If you get a number in the low four [percent], the stock-market rally will continue. The market is very hyper-focused on data points.&#34;</p><p>U.S. stocks had a positive start to 2023 with hopes that cooling inflation and a potential recession may persuade the central bank to ease off the pace at which it is raising its policy interest rate.</p><p>Williams thinks inflation is coming down but it will not hit the central bank&#39;s 2% mark by summer 2023.</p><p>&#34;I think at some point the markets will realize, &#39;oh we can&#39;t get to 2%,&#34; and then the markets probably do sell off on that. I think maybe in short term [the stocks go] up and then in the second quarter, they go back down as people realize that 2% is not realistic,&#34; Williams told MarketWatch via phone.</p><p>U.S. stock indexes ended higher on Wednesday. The S&amp;P 500 was up 1.3%, while the Dow Jones Industrial Average gained 0.8% and the Nasdaq Composite advanced 1.8%.</p><p>Also Read: </p><p><a href=\"https://ttm.financial/NW/2302886853\" target=\"_blank\">Traders Lose Trust in CPI Data Security in Wake of Volume Shock</a>  </p><p><a href=\"https://ttm.financial/NW/2302647076\" target=\"_blank\">Forget Core CPI, Market Pros Are Searching for Supercore Inflation</a></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>Why Thursday’s U.S. CPI Report Might Kill Stock Market’s Hope of Inflation Melting Away</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Thursday’s U.S. CPI Report Might Kill Stock Market’s Hope of Inflation Melting Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-12 08:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock-market optimism that the peak of inflation is behind us leaves little room for error, says Kramer of Mott Capital Management</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/987a22bd97ab2795885bd6b97e9a21b7\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Brandon Bell/Getty Images</span></p><p>A mild stock market rally to kick off the new year will be put to the test Thursday when investors face a highly-awaited U.S. inflation reading which could well help determine the size of the Federal Reserve&#39;s next interest-rate increase.</p><p>The December CPI reading from the Bureau of Labor Statistics, which tracks changes in the prices paid by consumers for goods and services, is expected to show a 6.5% rise from a year earlier, slowing from a 7.1% year-over-year rise seen in the previous month, according to a survey of economists by Dow Jones. The core price measure that strips out volatile food and fuel costs, is expected to rise 0.3% from November, or 5.7% year over year.</p><p>The December CPI will be particularly important for influencing the Fed&#39;s decision in its upcoming meeting which concludes February 1, said economists at Pimco. They expect the inflation and lsabor market data will have moderated sufficiently will push the central bank to pause rate hikes before their May meeting.</p><p>&#34;After hiking 50 basis points at the December meeting, we expect the Fed moves to a 25bp hiking pace in early February, and ultimately pause around 5%,&#34; wrote Pimco&#39;s economists Tiffany Wilding and Allison Boxer, in a Tuesday note.</p><p>However, since the Fed&#39;s December meeting, officials have relentlessly signaled the central bank will need to raise interest rates above 5% in order to get inflation to the 2% target, with no interest rate cuts expected this year. Fed funds futures traders now see a 78% likelihood of a 25 basis point hike at its February meeting, and a 68% chance of another in March, which would bring the terminal rate to merely 4.75-5% by mid-year, according to the CME FedWatch tool.</p><p>After two lower-than-expected CPI readings, which have given the market hope that inflation will melt away quickly, the December reading for inflation is essential to keep alive the market&#39;s hopes for falling inflation, Michael J. Kramer, founder of Mott Capital Management said in a Monday note.</p><p>&#34;Inflation swaps currently see inflation falling below 2.5% by the summer of 2023, which seems hopeful,&#34; Kramer said. &#34;This week&#39;s CPI reading will be essential in maintaining that view and could prove disastrous if CPI comes in hotter than expected, veering market-based inflation expectations off course.&#34;</p><p>The stock market is looking for an &#34;around 5%&#34; increase in December&#39;s core inflation, said Rhys Williams, chief strategist at Spouting Rock Asset Management. &#34;If you get a number in the low four [percent], the stock-market rally will continue. The market is very hyper-focused on data points.&#34;</p><p>U.S. stocks had a positive start to 2023 with hopes that cooling inflation and a potential recession may persuade the central bank to ease off the pace at which it is raising its policy interest rate.</p><p>Williams thinks inflation is coming down but it will not hit the central bank&#39;s 2% mark by summer 2023.</p><p>&#34;I think at some point the markets will realize, &#39;oh we can&#39;t get to 2%,&#34; and then the markets probably do sell off on that. I think maybe in short term [the stocks go] up and then in the second quarter, they go back down as people realize that 2% is not realistic,&#34; Williams told MarketWatch via phone.</p><p>U.S. stock indexes ended higher on Wednesday. The S&amp;P 500 was up 1.3%, while the Dow Jones Industrial Average gained 0.8% and the Nasdaq Composite advanced 1.8%.</p><p>Also Read: </p><p><a href=\"https://ttm.financial/NW/2302886853\" target=\"_blank\">Traders Lose Trust in CPI Data Security in Wake of Volume Shock</a>  </p><p><a href=\"https://ttm.financial/NW/2302647076\" target=\"_blank\">Forget Core CPI, Market Pros Are Searching for Supercore Inflation</a></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":"2302817558","content_text":"Stock-market optimism that the peak of inflation is behind us leaves little room for error, says Kramer of Mott Capital ManagementBrandon Bell/Getty ImagesA mild stock market rally to kick off the new year will be put to the test Thursday when investors face a highly-awaited U.S. inflation reading which could well help determine the size of the Federal Reserve's next interest-rate increase.The December CPI reading from the Bureau of Labor Statistics, which tracks changes in the prices paid by consumers for goods and services, is expected to show a 6.5% rise from a year earlier, slowing from a 7.1% year-over-year rise seen in the previous month, according to a survey of economists by Dow Jones. The core price measure that strips out volatile food and fuel costs, is expected to rise 0.3% from November, or 5.7% year over year.The December CPI will be particularly important for influencing the Fed's decision in its upcoming meeting which concludes February 1, said economists at Pimco. They expect the inflation and lsabor market data will have moderated sufficiently will push the central bank to pause rate hikes before their May meeting.\"After hiking 50 basis points at the December meeting, we expect the Fed moves to a 25bp hiking pace in early February, and ultimately pause around 5%,\" wrote Pimco's economists Tiffany Wilding and Allison Boxer, in a Tuesday note.However, since the Fed's December meeting, officials have relentlessly signaled the central bank will need to raise interest rates above 5% in order to get inflation to the 2% target, with no interest rate cuts expected this year. Fed funds futures traders now see a 78% likelihood of a 25 basis point hike at its February meeting, and a 68% chance of another in March, which would bring the terminal rate to merely 4.75-5% by mid-year, according to the CME FedWatch tool.After two lower-than-expected CPI readings, which have given the market hope that inflation will melt away quickly, the December reading for inflation is essential to keep alive the market's hopes for falling inflation, Michael J. Kramer, founder of Mott Capital Management said in a Monday note.\"Inflation swaps currently see inflation falling below 2.5% by the summer of 2023, which seems hopeful,\" Kramer said. \"This week's CPI reading will be essential in maintaining that view and could prove disastrous if CPI comes in hotter than expected, veering market-based inflation expectations off course.\"The stock market is looking for an \"around 5%\" increase in December's core inflation, said Rhys Williams, chief strategist at Spouting Rock Asset Management. \"If you get a number in the low four [percent], the stock-market rally will continue. The market is very hyper-focused on data points.\"U.S. stocks had a positive start to 2023 with hopes that cooling inflation and a potential recession may persuade the central bank to ease off the pace at which it is raising its policy interest rate.Williams thinks inflation is coming down but it will not hit the central bank's 2% mark by summer 2023.\"I think at some point the markets will realize, 'oh we can't get to 2%,\" and then the markets probably do sell off on that. I think maybe in short term [the stocks go] up and then in the second quarter, they go back down as people realize that 2% is not realistic,\" Williams told MarketWatch via phone.U.S. stock indexes ended higher on Wednesday. The S&P 500 was up 1.3%, while the Dow Jones Industrial Average gained 0.8% and the Nasdaq Composite advanced 1.8%.Also Read: Traders Lose Trust in CPI Data Security in Wake of Volume Shock  Forget Core CPI, Market Pros Are Searching for Supercore Inflation","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816230381,"gmtCreate":1630502963943,"gmtModify":1676530321828,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Wow SEP launch P5","listText":"Wow SEP launch P5","text":"Wow SEP launch P5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/816230381","repostId":"1114096205","repostType":4,"repost":{"id":"1114096205","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":1630488710,"share":"https://ttm.financial/m/news/1114096205?lang=&edition=fundamental","pubTime":"2021-09-01 17:31","market":"us","language":"en","title":"XPeng shares fell more than 3% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1114096205","media":"Tiger Newspress","summary":"XPeng shares fell more than 3% in premarket trading.\nIn August, XPeng delivered 7,214 Smart EVs, rep","content":"<p>XPeng&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;3%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/705f7937c59af00c8617a40c5a9fc09b\" tg-width=\"897\" tg-height=\"615\" width=\"100%\" height=\"auto\">In August, XPeng delivered 7,214 Smart EVs, representing a 172% increase year-over-year. Deliveries in August consisted of 6,165 P7s, the Company’s sports smart sedan, and 1,049 G3s, its smart compact SUV.</p>\n<p>2021 year-to-date deliveries reached 45,992 vehicles, representing a 334% increase year-over-year. P7 deliveries continued to strengthen, achieving a record month in August and a 209% increase year-over-year.</p>\n<p>In August, the Company began to transition production for the G3 SUV to G3i, the mid-cycle facelift version of G3, to its wholly-owned Zhaoqing Smart EV Manufacturing Base. As a result, some planned deliveries of the G3 were affected in August. The Company expects to start deliveries of the G3i to start in September.</p>\n<p>On September 15, the Company plans to officially launch the P5 family sedan, its third production model, with deliveries starting in October.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng shares fell more than 3% in premarket trading</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\">\nXPeng shares fell more than 3% in premarket trading\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\">2021-09-01 17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>XPeng&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;3%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/705f7937c59af00c8617a40c5a9fc09b\" tg-width=\"897\" tg-height=\"615\" width=\"100%\" height=\"auto\">In August, XPeng delivered 7,214 Smart EVs, representing a 172% increase year-over-year. Deliveries in August consisted of 6,165 P7s, the Company’s sports smart sedan, and 1,049 G3s, its smart compact SUV.</p>\n<p>2021 year-to-date deliveries reached 45,992 vehicles, representing a 334% increase year-over-year. P7 deliveries continued to strengthen, achieving a record month in August and a 209% increase year-over-year.</p>\n<p>In August, the Company began to transition production for the G3 SUV to G3i, the mid-cycle facelift version of G3, to its wholly-owned Zhaoqing Smart EV Manufacturing Base. As a result, some planned deliveries of the G3 were affected in August. The Company expects to start deliveries of the G3i to start in September.</p>\n<p>On September 15, the Company plans to officially launch the P5 family sedan, its third production model, with deliveries starting in October.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114096205","content_text":"XPeng shares fell more than 3% in premarket trading.\nIn August, XPeng delivered 7,214 Smart EVs, representing a 172% increase year-over-year. Deliveries in August consisted of 6,165 P7s, the Company’s sports smart sedan, and 1,049 G3s, its smart compact SUV.\n2021 year-to-date deliveries reached 45,992 vehicles, representing a 334% increase year-over-year. P7 deliveries continued to strengthen, achieving a record month in August and a 209% increase year-over-year.\nIn August, the Company began to transition production for the G3 SUV to G3i, the mid-cycle facelift version of G3, to its wholly-owned Zhaoqing Smart EV Manufacturing Base. As a result, some planned deliveries of the G3 were affected in August. The Company expects to start deliveries of the G3i to start in September.\nOn September 15, the Company plans to officially launch the P5 family sedan, its third production model, with deliveries starting in October.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174072006,"gmtCreate":1627054853905,"gmtModify":1703483539216,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Ok thanks","listText":"Ok thanks","text":"Ok thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174072006","repostId":"2153983997","repostType":4,"repost":{"id":"2153983997","kind":"highlight","pubTimestamp":1627045860,"share":"https://ttm.financial/m/news/2153983997?lang=&edition=fundamental","pubTime":"2021-07-23 21:11","market":"us","language":"en","title":"3 Stocks to Buy Whether or Not a Market Crash Is Near","url":"https://stock-news.laohu8.com/highlight/detail?id=2153983997","media":"Motley Fool","summary":"Maybe the market is about to crash, and maybe it isn't. These stocks look like good picks either way.","content":"<p>Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors that a stock market crash could be on the way.</p>\n<p>One of the biggest stock market bears, Harry Dent Jr., who predicted the dot.com bubble collapsing, even thinks that a market meltdown is likely within the next three months. Is all of the pessimism warranted? Maybe, maybe not.</p>\n<p>If you're leery about what's around the corner, here are three stocks to buy if a market crash is coming soon. And the great news about these stocks is that they're solid picks even if it doesn't happen.</p>\n<p><img src=\"https://static.tigerbbs.com/3105d12ec8b203883b5e91a709172e8b\" tg-width=\"700\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: <a href=\"https://laohu8.com/S/GTY\">Getty</a> Images.</p>\n<h3>BioNTech</h3>\n<p>I personally don't think a stock market crash is just around the corner. If <a href=\"https://laohu8.com/S/AONE.U\">one</a> is, though, I suspect the cause will be the combination of the COVID-19 pandemic and sky-high market valuations. Assuming I'm right,&nbsp;<b>BioNTech</b> (NASDAQ:BNTX) should soar if the market crashes.</p>\n<p>A massive market sell-off due to COVID-19 worries would almost certainly light a fire beneath the stocks of the leading vaccine makers. My view is that BioNTech would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the biggest winners in the group.</p>\n<p>BioNTech and its partner <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> (NYSE:PFE) are already moving forward with plans to test a vaccine that specifically targets the delta variant. That gives the companies a head start. BioNTech is by far the smallest of the companies with COVID-19 vaccines already on the market, which makes its shares more likely to jump higher on a positive catalyst. It's also easily the cheapest of these vaccine stocks, based on forward earnings multiples.</p>\n<p>What if there isn't an imminent market crash? BioNTech is still set to rake in billions of dollars with sales of its COVID-19 vaccine. The company will almost certainly use its growing cash stockpile to invest in expanding its pipeline. I think that BioNTech will be a winner over the long term, regardless of what happens over the short term.</p>\n<h3><a href=\"https://laohu8.com/S/DG\">Dollar General</a></h3>\n<p>I've maintained for a long time that&nbsp;<b>Dollar <a href=\"https://laohu8.com/S/BGC\">General</a></b> (NYSE:DG) is one of the best stocks to own during a market downturn. That view seemed to be confirmed during the big market meltdown last year.</p>\n<p><img src=\"https://static.tigerbbs.com/b0e75aa27d2d22b4296c80687da5be97\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p>\n<p>DG data by YCharts.</p>\n<p>Shares of Dollar General fell at first, but not nearly as much as most stocks did. Dollar General stock also rebounded much more quickly and trounced the overall market's return throughout the rest of the year.</p>\n<p>During uncertain times, consumers tighten their purse strings. That makes discount retailers such as Dollar General more attractive than ever.</p>\n<p>Even when the overall market performs well, though, Dollar General should still be able to grow. As a case in point, the company's shares delivered more than double the gain that the <b>S&amp;P 500</b> index did in the five years leading up to 2020 when the market was roaring.</p>\n<p>I think that Dollar General will be able to continue to beat the market. It's moving forward with an aggressive expansion strategy. The company is also undertaking a major initiative to \"establish itself as a health destination.\" While Dollar General didn't provide many details on exactly what its plans are, moving more into healthcare sounds like a smart move to me.</p>\n<h3>Viatris</h3>\n<p>There are at least two reasons why a given stock might hold up well during a big market sell-off. One is that its underlying business isn't impacted much by the reason behind the broader plunge. Another is that the stock is so cheap that investors scoop up shares if it falls much below its existing price. My take is that&nbsp;<b>Viatris</b> (NASDAQ:VTRS) qualifies on both of these criteria.</p>\n<p>Viatris specializes in biosimilars and generic drugs. Patients need these drugs, regardless of what the stock market does. The drugs are also less expensive than branded prescription drugs.</p>\n<p>The stock is irrefutably dirt cheap. Viatris' shares trade at a little over four times expected earnings. It's unlikely that the stock is going to move much lower because it would simply be too much of a steal for investors to ignore.</p>\n<p>Granted, Viatris probably won't keep up with the overall stock market's performance if the current uptrend continues. However, the company's dividend is attractive. And over the next several years, Viatris should achieve synergies resulting from the merger of Pfizer's Upjohn unit and Mylan, as well as launch new products that should drive growth.</p>","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>3 Stocks to Buy Whether or Not a Market Crash Is Near</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\">\n3 Stocks to Buy Whether or Not a Market Crash Is Near\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153983997","content_text":"Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors that a stock market crash could be on the way.\nOne of the biggest stock market bears, Harry Dent Jr., who predicted the dot.com bubble collapsing, even thinks that a market meltdown is likely within the next three months. Is all of the pessimism warranted? Maybe, maybe not.\nIf you're leery about what's around the corner, here are three stocks to buy if a market crash is coming soon. And the great news about these stocks is that they're solid picks even if it doesn't happen.\n\nImage source: Getty Images.\nBioNTech\nI personally don't think a stock market crash is just around the corner. If one is, though, I suspect the cause will be the combination of the COVID-19 pandemic and sky-high market valuations. Assuming I'm right, BioNTech (NASDAQ:BNTX) should soar if the market crashes.\nA massive market sell-off due to COVID-19 worries would almost certainly light a fire beneath the stocks of the leading vaccine makers. My view is that BioNTech would be one of the biggest winners in the group.\nBioNTech and its partner Pfizer (NYSE:PFE) are already moving forward with plans to test a vaccine that specifically targets the delta variant. That gives the companies a head start. BioNTech is by far the smallest of the companies with COVID-19 vaccines already on the market, which makes its shares more likely to jump higher on a positive catalyst. It's also easily the cheapest of these vaccine stocks, based on forward earnings multiples.\nWhat if there isn't an imminent market crash? BioNTech is still set to rake in billions of dollars with sales of its COVID-19 vaccine. The company will almost certainly use its growing cash stockpile to invest in expanding its pipeline. I think that BioNTech will be a winner over the long term, regardless of what happens over the short term.\nDollar General\nI've maintained for a long time that Dollar General (NYSE:DG) is one of the best stocks to own during a market downturn. That view seemed to be confirmed during the big market meltdown last year.\n\nDG data by YCharts.\nShares of Dollar General fell at first, but not nearly as much as most stocks did. Dollar General stock also rebounded much more quickly and trounced the overall market's return throughout the rest of the year.\nDuring uncertain times, consumers tighten their purse strings. That makes discount retailers such as Dollar General more attractive than ever.\nEven when the overall market performs well, though, Dollar General should still be able to grow. As a case in point, the company's shares delivered more than double the gain that the S&P 500 index did in the five years leading up to 2020 when the market was roaring.\nI think that Dollar General will be able to continue to beat the market. It's moving forward with an aggressive expansion strategy. The company is also undertaking a major initiative to \"establish itself as a health destination.\" While Dollar General didn't provide many details on exactly what its plans are, moving more into healthcare sounds like a smart move to me.\nViatris\nThere are at least two reasons why a given stock might hold up well during a big market sell-off. One is that its underlying business isn't impacted much by the reason behind the broader plunge. Another is that the stock is so cheap that investors scoop up shares if it falls much below its existing price. My take is that Viatris (NASDAQ:VTRS) qualifies on both of these criteria.\nViatris specializes in biosimilars and generic drugs. Patients need these drugs, regardless of what the stock market does. The drugs are also less expensive than branded prescription drugs.\nThe stock is irrefutably dirt cheap. Viatris' shares trade at a little over four times expected earnings. It's unlikely that the stock is going to move much lower because it would simply be too much of a steal for investors to ignore.\nGranted, Viatris probably won't keep up with the overall stock market's performance if the current uptrend continues. However, the company's dividend is attractive. And over the next several years, Viatris should achieve synergies resulting from the merger of Pfizer's Upjohn unit and Mylan, as well as launch new products that should drive growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173714842,"gmtCreate":1626686589386,"gmtModify":1703763340754,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/173714842","repostId":"1111084715","repostType":4,"repost":{"id":"1111084715","kind":"news","pubTimestamp":1626649255,"share":"https://ttm.financial/m/news/1111084715?lang=&edition=fundamental","pubTime":"2021-07-19 07:00","market":"us","language":"en","title":"Netflix, AT&T, Snap, Chipotle, Twitter, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1111084715","media":"Barrons","summary":"Second-quarter earnings season picks up this week, as 76 S&P 500 companies are scheduled to report. ","content":"<p>Second-quarter earnings season picks up this week, as 76 S&amp;P 500 companies are scheduled to report. <a href=\"https://laohu8.com/S/IBM\">IBM</a> and J.B. Hunt Transport Services will be Monday’s highlights, followed by Netflix, Chipotle Mexican Grill, Halliburton, Intuitive Surgical, and United Airlines Holdings on Tuesday.</p>\n<p>Wednesday will be busy, with SAP, Coca-Cola, Johnson &amp; Johnson, Texas Instruments, and Verizon Communications all releasing results. AT&amp;T, <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>, Biogen, Snap, American Airlines Group, Intel, and Southwest Airlines go next on Thursday, before American <a href=\"https://laohu8.com/S/EXPR\">Express</a>, Honeywell International, and Schlumberger close the week on Friday.</p>\n<p>The economic calendar this week will bring plenty of data on the state of the U.S. housing market. On Monday, the National Association of Home Builders releases its NAHB/ Wells Fargo Housing Market Index for July, followed by the Census Bureau’s new residential construction data for June on Tuesday. Then, on Thursday, the National Association of Realtors reports existing-home sales for June. Economists on average expect a still robust housing market, but one that’s less explosively growing than earlier this year.</p>\n<p><img src=\"https://static.tigerbbs.com/7e83f1e4a91566400a5dd6174a1f8ecc\" tg-width=\"1564\" tg-height=\"662\" referrerpolicy=\"no-referrer\"></p>\n<p>Monday 7/19</p>\n<p>IBM, J.B. Hunt Transport Services, PPG Industries, Prologis, Tractor Supply, and Zions Bancorp report quarterly results.</p>\n<p>L Brands holds a conference call to discuss the spinoff of its Victoria’s Secret brand. The new company, to be called Victoria’s Secret, is expected to trade under the ticker VSCO on the New York Stock Exchange in early August. The remaining company will be renamed Bath &amp; Body Works, and also have a new stock symbol, BBWI.</p>\n<p>The National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for July. Consensus estimate is for an 82 reading, slightly higher than the June data. Home builders remain quite bullish on the housing market, but the June figure was the lowest since August 2020, amid rising materials prices and supply-chain shortages.</p>\n<p>Tuesday 7/20</p>\n<p>Chipotle Mexican Grill, <a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a>, Halliburton, HCA Healthcare, Intuitive Surgical, <a href=\"https://laohu8.com/S/KEY\">KeyCorp</a>, Netflix, Philip Morris International, <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a>, Travelers, and United Airlines Holdings announce earnings.</p>\n<p>The Census Bureau reports new residential construction data for June. Economists forecast a seasonally adjusted annual rate of 1.6 million housing starts, slightly more than the June figure.</p>\n<p>Wednesday 7/21</p>\n<p>Anthem, ASML Holding, Baker Hughes, Coca-Cola, Crown Castle International, CSX, Johnson &amp; Johnson, Nasdaq, Northern Trust, Novartis, SAP, Seagate Technology Holdings, Texas Instruments, and Verizon Communications release quarterly results.</p>\n<p>Thursday 7/22</p>\n<p>The NAR reports existing-home sales for June. Economists forecast a seasonally adjusted annual rate of 5.8 million, matching the May figure. Existing-home sales have declined for four consecutive months.</p>\n<p>Abbott Laboratories, American Airlines Group, AT&amp;T, Biogen, Capital One Financial, D.R. Horton, Danaher, Intel, Marsh &amp; McLennan, Newmont, Nucor, Snap, Southwest Airlines, Twitter, and Union Pacific hold conference calls to discuss earnings.</p>\n<p>The Conference Board releases its Leading Economic Index for June. Consensus estimate is for a 1.1% month-over-month increase, after a 1.3% rise in May. The LEI has now surpassed its previous peak from January 2020.</p>\n<p>The European Central Bank announces its monetary-policy decision. The central bank is widely expected to keep its key short-term interest rate unchanged at negative 0.5%. The ECB recently changed its inflation goal to 2% over the medium term instead of targeting inflation of close to, but below, 2%.</p>\n<p>Friday 7/23</p>\n<p>American Express, Honeywell International, Kimberly-Clark, NextEra Energy, and Schlumberger report quarterly results.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix, AT&T, Snap, Chipotle, Twitter, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix, AT&T, Snap, Chipotle, Twitter, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/netflix-at-t-snap-chipotle-twitter-and-other-stocks-for-investors-to-watch-this-week-51626634814?mod=hp_LEAD_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Second-quarter earnings season picks up this week, as 76 S&P 500 companies are scheduled to report. IBM and J.B. Hunt Transport Services will be Monday’s highlights, followed by Netflix, Chipotle ...</p>\n\n<a href=\"https://www.barrons.com/articles/netflix-at-t-snap-chipotle-twitter-and-other-stocks-for-investors-to-watch-this-week-51626634814?mod=hp_LEAD_3\">Web 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","ISBC":"投资者银行"},"source_url":"https://www.barrons.com/articles/netflix-at-t-snap-chipotle-twitter-and-other-stocks-for-investors-to-watch-this-week-51626634814?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111084715","content_text":"Second-quarter earnings season picks up this week, as 76 S&P 500 companies are scheduled to report. IBM and J.B. Hunt Transport Services will be Monday’s highlights, followed by Netflix, Chipotle Mexican Grill, Halliburton, Intuitive Surgical, and United Airlines Holdings on Tuesday.\nWednesday will be busy, with SAP, Coca-Cola, Johnson & Johnson, Texas Instruments, and Verizon Communications all releasing results. AT&T, Twitter, Biogen, Snap, American Airlines Group, Intel, and Southwest Airlines go next on Thursday, before American Express, Honeywell International, and Schlumberger close the week on Friday.\nThe economic calendar this week will bring plenty of data on the state of the U.S. housing market. On Monday, the National Association of Home Builders releases its NAHB/ Wells Fargo Housing Market Index for July, followed by the Census Bureau’s new residential construction data for June on Tuesday. Then, on Thursday, the National Association of Realtors reports existing-home sales for June. Economists on average expect a still robust housing market, but one that’s less explosively growing than earlier this year.\n\nMonday 7/19\nIBM, J.B. Hunt Transport Services, PPG Industries, Prologis, Tractor Supply, and Zions Bancorp report quarterly results.\nL Brands holds a conference call to discuss the spinoff of its Victoria’s Secret brand. The new company, to be called Victoria’s Secret, is expected to trade under the ticker VSCO on the New York Stock Exchange in early August. The remaining company will be renamed Bath & Body Works, and also have a new stock symbol, BBWI.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for July. Consensus estimate is for an 82 reading, slightly higher than the June data. Home builders remain quite bullish on the housing market, but the June figure was the lowest since August 2020, amid rising materials prices and supply-chain shortages.\nTuesday 7/20\nChipotle Mexican Grill, Citizens Financial Group, Halliburton, HCA Healthcare, Intuitive Surgical, KeyCorp, Netflix, Philip Morris International, Synchrony Financial, Travelers, and United Airlines Holdings announce earnings.\nThe Census Bureau reports new residential construction data for June. Economists forecast a seasonally adjusted annual rate of 1.6 million housing starts, slightly more than the June figure.\nWednesday 7/21\nAnthem, ASML Holding, Baker Hughes, Coca-Cola, Crown Castle International, CSX, Johnson & Johnson, Nasdaq, Northern Trust, Novartis, SAP, Seagate Technology Holdings, Texas Instruments, and Verizon Communications release quarterly results.\nThursday 7/22\nThe NAR reports existing-home sales for June. Economists forecast a seasonally adjusted annual rate of 5.8 million, matching the May figure. Existing-home sales have declined for four consecutive months.\nAbbott Laboratories, American Airlines Group, AT&T, Biogen, Capital One Financial, D.R. Horton, Danaher, Intel, Marsh & McLennan, Newmont, Nucor, Snap, Southwest Airlines, Twitter, and Union Pacific hold conference calls to discuss earnings.\nThe Conference Board releases its Leading Economic Index for June. Consensus estimate is for a 1.1% month-over-month increase, after a 1.3% rise in May. The LEI has now surpassed its previous peak from January 2020.\nThe European Central Bank announces its monetary-policy decision. The central bank is widely expected to keep its key short-term interest rate unchanged at negative 0.5%. The ECB recently changed its inflation goal to 2% over the medium term instead of targeting inflation of close to, but below, 2%.\nFriday 7/23\nAmerican Express, Honeywell International, Kimberly-Clark, NextEra Energy, and Schlumberger report quarterly results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800544785,"gmtCreate":1627309954947,"gmtModify":1703487390184,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Easy said than done","listText":"Easy said than done","text":"Easy said than done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/800544785","repostId":"2154454934","repostType":4,"repost":{"id":"2154454934","kind":"highlight","pubTimestamp":1627293006,"share":"https://ttm.financial/m/news/2154454934?lang=&edition=fundamental","pubTime":"2021-07-26 17:50","market":"us","language":"en","title":"Worried About a Stock Market Crash? 4 Ways to Be Ready","url":"https://stock-news.laohu8.com/highlight/detail?id=2154454934","media":"Motley Fool","summary":"There's little you can do to avoid the market's next crash, but there's plenty you can do to prepare for it.","content":"<p>Given worries of a resurging COVID-19 threat,&nbsp; rising inflation, and stretched valuations have combined to make investors nervous about the stock market. The ugly reality is that the next stock market crash is inevitable -- the only real question is when that crash will happen.</p>\n<p>Fortunately, market crashes are nothing new. Their history provides a great guide on how to not just <i>survive </i>the next <a href=\"https://laohu8.com/S/AONE.U\">one</a> but also thrive when it comes time to emerge from the other side of it. The key is to get prepared before the crash so that when it comes, you have the tools you need already available to you. These four ways can help you be ready in advance.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635048%2Fgettyimages-482858718-stock-chart-pointing-down-with-sad-person.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"514\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images</span></p>\n<h2>No. 1: Raise the cash you need before the crash happens</h2>\n<p>With even top-rated savings accounts yielding well below inflation&nbsp;, it's <i>really hard</i> to hold a substantial amount of cash right now. Still, by making sure you have cash available before the next crash, you set yourself up to be much better situated after the crash happens.</p>\n<p>There are a couple of key reasons for this. First, stock market crashes and job losses often go hand in hand with each other. If you lose your job after the market crashes, having a cash reserve can go a long way toward keeping you from having to sell near market lows.</p>\n<p>Second, if you have cash available, buying stocks <i>after </i>they've crashed is a great way to make your money work harder for you. Selling one cheap stock after a crash to buy another doesn't make all that much sense, but raising cash when stocks are pricy to invest when they're cheap can be a much smarter wealth building strategy.</p>\n<p>The key trade-off, of course, is that money you have set aside in cash isn't earning much in the way of a return at the moment, especially when compared to inflation. A good rule of thumb is that you need at least a 3-6 month emergency fund in cash. In addition, having around 5 or so years' worth of expenses you need your portfolio to cover in a less volatile and higher certainty investment than stocks can help you ride out typical downturns.</p>\n<h2>No. 2: Know the value of what you own</h2>\n<p>Ultimately, a share of stock is nothing more than a fractional ownership stake in a business. A reasonable value can be estimated for most companies by using techniques like the discounted cash flow model to assess the current value of its expected future earnings stream. In a rapidly rising market, relying on valuations can seem old school, but when the market is crashing, valuation plays a much bigger role.</p>\n<p>A key reason is this: if you can buy a company for a reasonable or even cheap price based on its ability to generate cold hard cash, why would you sell just because the market is panicking? Indeed, a discounted cash flow analysis or other fundamentals-based valuation technique can help the savviest investors know why it's OK to buy more shares even as the market is collapsing.</p>\n<p>Beyond that, understanding what a company is really worth can help you prepare for a crash. If a stock you own has risen to the point where there is absolutely no financial justification for its market price, it might be a good candidate to sell to raise the cash you need.</p>\n<h2>No. 3: Have a shopping list of companies you want to buy</h2>\n<p>Even the best investors can feel overwhelmed as the market moves swiftly and strongly against them. That's where having a plan for what you'd like to buy -- and at what price -- can come in handy. With a list of great companies and a reasonable valuation estimate for each of them, a market crash can turn into an incredible buying opportunity to buy their stocks while they're on sale.</p>\n<p>Of course, you do need to keep in mind that the market often has a good reason for crashing in the first place. As a result, when the market offers you what looks like a great price to buy a company you're interested in owning, do take a moment to refresh your estimate of the company's value before buying. If the company's shares tanked because its business is failing, it's probably not worth owning. If its stock was unfairly discarded in a general market panic, however, it could be a great time to buy in big.</p>\n<h2>No. 4: Keep smartly diversified</h2>\n<p>Often, when the overall market crashes, it's because an entire industry finds itself in trouble. For instance, consider the dot.com implosion in 2000 or the financial crisis in 2008. If a big chunk of your money is chasing the next hot thing and that particular thing is what drives the next market crash, then you can be in a world of hurt. If the companies you own wind up out of business, then their shares -- and the money you have invested in them -- won't be participating in any rally that follows.</p>\n<p>When times are good, portfolio diversification may seem like a fairly meaningless exercise. After all, it can't help you earn better returns in a raging bull market. When the market is in a panic, however, there is incredible value in its ability to limit the impact that any one company or industry's failing will have on your overall net worth. After all, limiting the unrecoverable damage of a crash is key to being able to participate in any subsequent recovery.</p>\n<h2>You can make it through the next crash</h2>\n<p>Stock market crashes are inevitable. There's not much you can do to avoid them aside from not investing at all, and that can be incredibly hazardous to your long term net worth. With these four approaches, you can improve your odds of making it through the next crash intact and potentially even emerging in a better position once it ends.</p>\n<p>The key thing to note about these techniques, though, is that they work better if you get them in place <i>before </i>the next crash happens. So if you're really worried about a market crash, then there's no better than when the market is near an all-time high to get your plans in place.</p>","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>Worried About a Stock Market Crash? 4 Ways to Be Ready</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\">\nWorried About a Stock Market Crash? 4 Ways to Be Ready\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/25/worried-about-a-stock-market-crash-4-ways-to-be-re/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Given worries of a resurging COVID-19 threat,  rising inflation, and stretched valuations have combined to make investors nervous about the stock market. The ugly reality is that the next stock market...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/25/worried-about-a-stock-market-crash-4-ways-to-be-re/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.fool.com/investing/2021/07/25/worried-about-a-stock-market-crash-4-ways-to-be-re/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154454934","content_text":"Given worries of a resurging COVID-19 threat,  rising inflation, and stretched valuations have combined to make investors nervous about the stock market. The ugly reality is that the next stock market crash is inevitable -- the only real question is when that crash will happen.\nFortunately, market crashes are nothing new. Their history provides a great guide on how to not just survive the next one but also thrive when it comes time to emerge from the other side of it. The key is to get prepared before the crash so that when it comes, you have the tools you need already available to you. These four ways can help you be ready in advance.\nImage source: Getty Images\nNo. 1: Raise the cash you need before the crash happens\nWith even top-rated savings accounts yielding well below inflation , it's really hard to hold a substantial amount of cash right now. Still, by making sure you have cash available before the next crash, you set yourself up to be much better situated after the crash happens.\nThere are a couple of key reasons for this. First, stock market crashes and job losses often go hand in hand with each other. If you lose your job after the market crashes, having a cash reserve can go a long way toward keeping you from having to sell near market lows.\nSecond, if you have cash available, buying stocks after they've crashed is a great way to make your money work harder for you. Selling one cheap stock after a crash to buy another doesn't make all that much sense, but raising cash when stocks are pricy to invest when they're cheap can be a much smarter wealth building strategy.\nThe key trade-off, of course, is that money you have set aside in cash isn't earning much in the way of a return at the moment, especially when compared to inflation. A good rule of thumb is that you need at least a 3-6 month emergency fund in cash. In addition, having around 5 or so years' worth of expenses you need your portfolio to cover in a less volatile and higher certainty investment than stocks can help you ride out typical downturns.\nNo. 2: Know the value of what you own\nUltimately, a share of stock is nothing more than a fractional ownership stake in a business. A reasonable value can be estimated for most companies by using techniques like the discounted cash flow model to assess the current value of its expected future earnings stream. In a rapidly rising market, relying on valuations can seem old school, but when the market is crashing, valuation plays a much bigger role.\nA key reason is this: if you can buy a company for a reasonable or even cheap price based on its ability to generate cold hard cash, why would you sell just because the market is panicking? Indeed, a discounted cash flow analysis or other fundamentals-based valuation technique can help the savviest investors know why it's OK to buy more shares even as the market is collapsing.\nBeyond that, understanding what a company is really worth can help you prepare for a crash. If a stock you own has risen to the point where there is absolutely no financial justification for its market price, it might be a good candidate to sell to raise the cash you need.\nNo. 3: Have a shopping list of companies you want to buy\nEven the best investors can feel overwhelmed as the market moves swiftly and strongly against them. That's where having a plan for what you'd like to buy -- and at what price -- can come in handy. With a list of great companies and a reasonable valuation estimate for each of them, a market crash can turn into an incredible buying opportunity to buy their stocks while they're on sale.\nOf course, you do need to keep in mind that the market often has a good reason for crashing in the first place. As a result, when the market offers you what looks like a great price to buy a company you're interested in owning, do take a moment to refresh your estimate of the company's value before buying. If the company's shares tanked because its business is failing, it's probably not worth owning. If its stock was unfairly discarded in a general market panic, however, it could be a great time to buy in big.\nNo. 4: Keep smartly diversified\nOften, when the overall market crashes, it's because an entire industry finds itself in trouble. For instance, consider the dot.com implosion in 2000 or the financial crisis in 2008. If a big chunk of your money is chasing the next hot thing and that particular thing is what drives the next market crash, then you can be in a world of hurt. If the companies you own wind up out of business, then their shares -- and the money you have invested in them -- won't be participating in any rally that follows.\nWhen times are good, portfolio diversification may seem like a fairly meaningless exercise. After all, it can't help you earn better returns in a raging bull market. When the market is in a panic, however, there is incredible value in its ability to limit the impact that any one company or industry's failing will have on your overall net worth. After all, limiting the unrecoverable damage of a crash is key to being able to participate in any subsequent recovery.\nYou can make it through the next crash\nStock market crashes are inevitable. There's not much you can do to avoid them aside from not investing at all, and that can be incredibly hazardous to your long term net worth. With these four approaches, you can improve your odds of making it through the next crash intact and potentially even emerging in a better position once it ends.\nThe key thing to note about these techniques, though, is that they work better if you get them in place before the next crash happens. So if you're really worried about a market crash, then there's no better than when the market is near an all-time high to get your plans in place.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564621189197882","authorId":"3564621189197882","name":"BirdNest","avatar":"https://static.tigerbbs.com/ad7b75cd9f4fc8e4998cb03ec5bc860b","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3564621189197882","idStr":"3564621189197882"},"content":"Thank you for timely and excellent advice. Better say now than post... [fuels]","text":"Thank you for timely and excellent advice. Better say now than post... [fuels]","html":"Thank you for timely and excellent advice. Better say now than post... [fuels]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174956287,"gmtCreate":1627061906549,"gmtModify":1703483648244,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Tiger ?","listText":"Tiger ?","text":"Tiger ?","images":[{"img":"https://static.tigerbbs.com/e356192194462c19f8d50b67420218cc","width":"1080","height":"1468"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/174956287","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"content":"A tiger ?, a tiger, run fast, run fast, want five hairs to give a piece, you say strange not strange? [Bullish]","text":"A tiger ?, a tiger, run fast, run fast, want five hairs to give a piece, you say strange not strange? [Bullish]","html":"A tiger ?, a tiger, run fast, run fast, want five hairs to give a piece, you say strange not strange? [Bullish]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":179855114,"gmtCreate":1626507016138,"gmtModify":1703761291991,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"No fear. Many people on the same boat. You are not alone.&nbsp;","listText":"No fear. Many people on the same boat. You are not alone.&nbsp;","text":"No fear. Many people on the same boat. You are not alone.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/179855114","repostId":"1149577900","repostType":4,"repost":{"id":"1149577900","kind":"news","pubTimestamp":1626483617,"share":"https://ttm.financial/m/news/1149577900?lang=&edition=fundamental","pubTime":"2021-07-17 09:00","market":"us","language":"en","title":"Don't Fear A Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=1149577900","media":"seekingalpha","summary":"Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push ","content":"<p>Summary</p>\n<ul>\n <li>Warnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.</li>\n <li>There are four main factors that this market exhibits that have the potential to cause a crash.</li>\n <li>Those factors include excessive speculation, a growth slowdown, peak valuations, and low interest rates rising.</li>\n <li>Preparedness for the possible outcomes stemming from these factors and securing a portfolio against those outcomes could be necessary.</li>\n <li>A crash isn't something to fear, but rather something to take advantage of and capitalize from the bargains being offered.</li>\n</ul>\n<p>Warnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records. First it was March, then May, then June, then September, for when experts would say the crash would come. Has it? No. Will it? Possibly. Is it easy to predict? Hardly. The more you hear people talk about it, the more you see it, the more convincing a possible crash gets - yet it's still nothing to fear. There are unfavorable and unsightly factors in the markets - again, it's still nothing to fear; rather, it's something to keep in mind, prepare for, and ultimately, take advantage of and capitalize. Just like in sports such as basketball and soccer, a great player plays both offense and defense very well, and likewise a great investor can play both the bull and bear runs in the market, and capitalize off of either. A crash should be nothing to fear, when the cards are stacked right and the hedges are placed, as it can offer chances to buy high-quality companies often at large discounts.</p>\n<p>An Abundance of 'Warnings'</p>\n<p>Simply doing a quick search on Google (GOOG) for \"stock market crash\" or \"stock market crash expert\" returns dozens upon dozens of results of arguments laying out the pending doom of the markets, the arguments behind why the crash is bound to happen, why the crash didn't happen when it was supposed to,etc.; while there are many different 'expert warnings' for such a crash, let's take a look at three different perspectives, from Harry Dent, Jeremy Grantham, and John Hussman.</p>\n<ul>\n <li>Harry Denthas warned of an 80% crash coming this fall (a bit on the extreme side it seems, compared to others), saying that \"stocks have no place in investors' portfolios.\" His track record includes calling Japan's 1989 bubble and the dot-com bubble, and Dent is seeing that while investors remain bullish in the longer-term, the economy's recovery isn't the same and \"not as good as it used to be.\" Back in March, he had said that the biggest crash would happen in June, but as we all can see, it did not.</li>\n <li>Jeremy Granthamsees that the 2020 Covid-induced crash was a mere blip in the run to the market peak, with the past year shoring up to be the \"classic finale to an 11-year bull market.\" Overvaluation across each market decile, farther than in 2000, while margin and debt peak, and high speculative trading support his warning. He also sees deflating asset prices, such as housing, causing pain as well, as bonds, stocks and real estate have all inflated together.</li>\n <li>John Hussmanhas warned that valuations are extreme, and called for the S&amp;P 500 to see 12 years of negative returns ahead and a &gt;60% decline; Hussman's track record includes calling out the dot-com bubble burst and 80% decline, the 2008 crash, and the decade of negative returns following the dot-com bubble. He also warns about speculation on securities that have already seen large appreciation for future growth. One of the key factors that he points out for a likely snapping of this bull run is that \"the mental image in anticipation of a post-pandemic recovery may be more pleasant than the actual recovery itself,\" such that the \"glowing optimism currently built into record valuation extremes could be followed by quite a bit of disappointment.\"</li>\n</ul>\n<p>Yet they aren't alone, and while track records do show some big crashes, often times they can be wrong far more than they are right, banks are also seeing minimal returns over the decade - Bank of America (BAC) is predicting that the S&amp;P 500 would return an average of just 2% through the decade given the valuation landscape. That, plus other factors, do bring up the possibility of a crash, but with the signs and signals flashing, it shouldn't catch anyone off guard.</p>\n<p>Four Factors</p>\n<p>While there are many factors that have caused prior crashes and could cause future ones, four main factors that this current market exhibits that have the potential to cause a crash include: high amounts of speculative trading, slowdown in growth (economic recovery), peak valuations, and low interest rates that rise.</p>\n<p>Excessive Speculation</p>\n<p>Speculation comes in many forms, but the most recognizable instances of over-exuberant trading and excessive speculation include GameStop's (GME) January short-squeeze frenzy, Archegos' implosion and the crash of Viacom (VIAC), Discovery (DISCA), a basket of Chinese tech stocks including Baidu (BIDU), iQIYI (IQ) and Vipshop(NYSE:VIPS), and others, and the more recent AMC Entertainment (AMC) short squeeze. Dogecoin (DOGE-USD) also erupted in a speculative half social-media, half Elon Musk-fueled run.</p>\n<p>While single asset speculation through heavy volume trading not just in shares but in call options has been visible, less visible aspects of excessive speculative have persisted for months, with some surfacing in February or earlier.</p>\n<p><img src=\"https://static.tigerbbs.com/dccc290398aed22a11cf41ae63a85bce\" tg-width=\"624\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>Margin debt (above) has risen significantly since 2020's bottoming out, up over 70% to over $850 billion from just $500 billion in early 2020. Robinhood (HOOD), a facilitator of first-time investors entering the market, of which they did in herds during 2020, provided relatively easy access to margin trading, and a flood of new investors and a surge in 'FOMO' helped push both margin debt and the market higher through 2020. While spikes in margin debt have historically preceded both the dot-com and housing bubble bursts (a pre-recessionary indicator), margin debt has spiked during the recent recession, which could signal that more pain is yet to come.</p>\n<p>Back in early February, signs of excess speculation and a push in the ten-year past 1.25%, to me, signaled pain ahead for growth stocks - thatthesisplayed out starting that day, with the NASDAQ falling over 10% through early March. Now, yields are stumbling, with the ten-year dropping below 1.30%, as expectations for a growth slowdown amid a slew of factors including new lockdowns in Australia, rising cases from the Delta variant and higher-than-expected inflation.</p>\n<p>Speculation combines with other factors, like a growth slowdown and peak valuations, to create frothiness in trading, stretched multiples, and asymmetric risk-reward profiles, creating more risk than reward often.</p>\n<p>Growth Slowdown</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/034a916ba93dac9b099409c5906bee37\" tg-width=\"631\" tg-height=\"563\" referrerpolicy=\"no-referrer\"><span>Graphic fromWeForumvia Statista</span></p>\n<p>The economic recovery as the globe worked through and emerged from lockdowns last year is visible, with a nearV-recoveryin GDP through the back half of 2020. China has seen aslowdownin its recovery, with more policy support expected; U.S. job numbers have missed expectations multiple times so far this year. There are still pockets of the economy that have failed to recovery as fast as expected, such as family-owned businesses/restaurants.</p>\n<p>Unemployment, GDP, and inflation all factor into forecasts for economic growth, and inflation is posing a larger risk than the other two currently. High inflation, high[er] unemployment, and an economic growth slowdown can create stagflation, such as what was witnessed in the 1970s.Fears of stagflationhave risen through June; while wage stagnation has been fought off by companies raising wages to meet downfalls caused by labor shortages, inflation is driving prices higher - theCPIrose quicker than expectations, reaching its highest level since August 2008, while thePPImirrored that move, helped by supply chain issues across nearly all industries. Companies like PepsiCo (PEP) and Conagra (CAG) are raising prices to combat adverse effects to their operating performances stemming from inflation.</p>\n<p>The market hasn't necessarily reacted to the possibilities of an economic slowdown, and inflation isn't the only factor - Covid-19 is not close to being gone, with the Delta variant surging in non-vaccinated communities and countries.Lockdownshave been re-implemented in parts of Australia, and there's no telling if lockdowns will be needed in other regions if cases continue to spike, and that alone can revert economic growth.</p>\n<p>Peak Valuations</p>\n<p>Arguably one of the most noticeable and most mentioned factor in this list is peak valuations - that is, stocks are in a bubble, or certain groups of stocks are substantially overvalued.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/388dd5417e610209de84d8a86ca86f91\" tg-width=\"624\" tg-height=\"351\" referrerpolicy=\"no-referrer\"><span>Graphic fromBloomberg</span></p>\n<p>February and March marked a time where the markets 'reset' valuations for growth stocks - in particular, SPACs and unprofitable high-growth stocks who soared during 2020 (Goldman Sachs'Non-Profitable Tech Indexreached 393.1 in January 2021, up from 81.7 in March 2020). The SPAC cohort is a mix of heavy speculation and peak valuations, with SPACs rising &gt;100% on rumors of mergers, only to fall &gt;50% following those mergers - Churchill Capital IV (CCIV) and Lucid Motors is the prime example of this. This was a trend of the EV sector in general from January through March, with leaders Tesla (TSLA) and NIO (NIO) shedding over one-third of their value.</p>\n<p>SPACs also mirror some of the exuberance in 2000 - stocks that had that dot-com in the name were able to raise substantial cash via IPOs without much of a proven operating record, and many failed. Many of the SPACs that have come public in the past year exhibit those same features - a high investor appetite, ability to raise necessary cash from such appetite, multi-billion dollar valuations, and minimal revenues. General IPOs are also red-hot, with hundreds of companies already joining the markets this year, as investor snap them up quickly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a5ace269e2c48c6ad6bb5180ce32e48\" tg-width=\"635\" tg-height=\"535\" referrerpolicy=\"no-referrer\"><span>Data byYCharts</span></p>\n<p>Tech stocks that have performed poorly since that 'peak' from January through March include some of those recent IPOs like C3.ai (AI), Lemonade (LMND), Snowflake (SNOW), and others including Appian (APPN) and Fastly (FSLY); aside from Snowflake, which is down 20%, the rest have fallen over 40% from those highs as high P/S multiples reset. On the other hand, CrowdStrike (CRWD) and Zscaler (ZS) have managed to maintain such a high multiple with growing cybersecurity tailwinds, and have performed about flat over the same period. While the former six do still have strong, positive growth prospects, sustaining a high multiple is never guaranteed, and a reset that shocks the market shocks these stocks significantly, as seen in their performance.</p>\n<p>But these peak valuations also spread to the blue-chips, and to FAANGM - Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Google (GOOGL), and Microsoft (MSFT). This basket's PE valuations, on a weighted-by-market-cap basis, sat at 45x earnings in February, pushed higher by Amazon and Apple; at the moment, it sits just above 41.5x. This plays a role in exaggerating the overall S&amp;P PE due to the heavy weighting the group has in the index, which is over 2 standard deviations above its average.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/136219a2e6ea016fd91597c989fa1a9e\" tg-width=\"624\" tg-height=\"312\" referrerpolicy=\"no-referrer\"><span>Graphic fromCurrent Market Valuation</span></p>\n<p>And as a whole, valuations across the market are becoming more stretched, with each decile seeing its most extreme valuations on a PS basis, topping that of 2000. While high-beta, high-multiple stocks (primarily tech) in decline 10 have exceeded their 2000s level in a steep climb, decile 8 and 9 (likely more stable stocks given historical PS of 2x-4x) have seen that ratio double since 2011, with a surge in 2020 taking the deciles far past averages. While the exact components that make up each decile are unknown, are the drivers in place to solidify such a rapid expansion since 2019? For some stocks, possibly, but for others, it's not as likely. It could be down to a combination of high levels of bullishness in the market, FOMO, stimulus and low rates allowing stocks to run higher even with less fundamental backing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ab71b923769effdde5d09e1d3cd3fd\" tg-width=\"624\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><span>Graphic fromBusiness Insider</span></p>\n<p>Low Interest Rates</p>\n<p>The fourth factor here is low interest rates that begin to rise, which ultimately affect the flow/flood of money into the markets, of which the Fed has supported since 2020. Some experts are seeing that equities in general are exhibiting signs of peak valuations and irrational exuberance, but that can be sustained as long as 'stimulus' in the form of Fed support remains.</p>\n<p>When interest rates are kept lower for an extended period, it increases the chances of bubbles being formed in different asset classes. Thus, one of the biggest risks becomes inflation, the risk that the market is currently digesting.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e8cb16f3b4b962cfa8adbffa4127b92\" tg-width=\"960\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Graphic fromJP Morgan</span></p>\n<p>Although rates are still low as of right now, the Fed has been facing some different viewpoints as to when it will need to start raising rates to combat inflation. Some see rates as early asnext year,others see it remaining in 2023. A rise in interest rates can spark a crash by removing excess liquidity from the markets (removing the ease of access to liquidity). The Fed has reiterated its belief that inflation is stilltransitory, but a quarter-long spell of higher-than-expected inflation data (just like what has occurred this week with the CPI and PPI rising ahead of expectations), could definitely force a rethinking of rate hikes and shake the market.</p>\n<p>Is It Time To Prepare?</p>\n<p>Signs and signals of bubbly conditions are still here, and preparedness for the possible outcomes and securing a portfolio against those outcomes is a smart idea. All it takes is one catalyst to knock equities back from high valuations and back to lower levels; sings in bonds and the dollar are starting to show rising expectations of tapering and the eventual end of Fed asset-buying and support. While there are numerous experts warning of a crash, it can be nearly impossible to time, and while evidence many of them provide is sound, such claims of<i>x%</i>drops in<i>x</i>month are speculative in nature, unless that individual knows something unknown to the rest of the market.</p>\n<p>When facing a potential bubble or crash situation, hedging portfolios is key in minimizing losses and mitigating downside risk. Derivatives on index ETFs like&nbsp;SPY&nbsp;and&nbsp;DIA&nbsp;could offset potential selloffs in the market, while theQQQcan protect against losses in high-flying tech. For example, a quick case study for an SPY put play for Sept. 17: you assume an expectation for a 10% decline in the SPY to ~$390, and hedging your portfolio could come through a long put for ~$300, a $410/$390/$370 long butterfly for ~$100, or a $410/$390 put debit spread for ~$200. While the first trade has the highest return potential, it brings the highest risk, as the latter two strategies can start to profit on moves closer to -7%. For a $50,000 portfolio, a ~1% hedge could allow the purchase of 3 debit spreads, providing a maximum return of ~$6,000, or 12% of the portfolio value, which could effectively mitigate losses should the SPY fall to or below $390.<i>Note that options strategies are inherently risky, and each investor's risk appetite is different, and such a strategy may not be suitable for everyone. This is merely a case study and shows the potential that a small percentage hedge can have in mitigating downside risk. Be aware of risks to timing and theta decay, and options becoming worthless.</i></p>\n<p>Again, it's difficult to identify and even more difficult to time a bubble, given that the market can remain 'wrong' much longer than you can wait to be right. There's still room to run further with Fed support, but such signs of a potential bubble - excessive speculation, growth slowdown, peak valuations, and low interest rates rising - require awareness and preparedness. Yet it's nothing to fear. Small hedges can minimize downside risk, especially through options if timed well. Understanding the risks to high-flying growth stocks and those trading at or near peak valuations, regardless of sector, is important - many of the IPOs and SPACs have seen high valuations and minimal revenues, leading to exorbitant PS multiples pricing in years of growth, much like 2000. At the end of the day, if or when a crash happens, the opportunities to buy the 'best-of-the-best' companies at very attractive levels, and can provide generous returns.</p>","source":"seekingalpha","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>Don't Fear A Stock Market Crash</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\">\nDon't Fear A Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.\nThere are four main factors that this market exhibits that have the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149577900","content_text":"Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.\nThere are four main factors that this market exhibits that have the potential to cause a crash.\nThose factors include excessive speculation, a growth slowdown, peak valuations, and low interest rates rising.\nPreparedness for the possible outcomes stemming from these factors and securing a portfolio against those outcomes could be necessary.\nA crash isn't something to fear, but rather something to take advantage of and capitalize from the bargains being offered.\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records. First it was March, then May, then June, then September, for when experts would say the crash would come. Has it? No. Will it? Possibly. Is it easy to predict? Hardly. The more you hear people talk about it, the more you see it, the more convincing a possible crash gets - yet it's still nothing to fear. There are unfavorable and unsightly factors in the markets - again, it's still nothing to fear; rather, it's something to keep in mind, prepare for, and ultimately, take advantage of and capitalize. Just like in sports such as basketball and soccer, a great player plays both offense and defense very well, and likewise a great investor can play both the bull and bear runs in the market, and capitalize off of either. A crash should be nothing to fear, when the cards are stacked right and the hedges are placed, as it can offer chances to buy high-quality companies often at large discounts.\nAn Abundance of 'Warnings'\nSimply doing a quick search on Google (GOOG) for \"stock market crash\" or \"stock market crash expert\" returns dozens upon dozens of results of arguments laying out the pending doom of the markets, the arguments behind why the crash is bound to happen, why the crash didn't happen when it was supposed to,etc.; while there are many different 'expert warnings' for such a crash, let's take a look at three different perspectives, from Harry Dent, Jeremy Grantham, and John Hussman.\n\nHarry Denthas warned of an 80% crash coming this fall (a bit on the extreme side it seems, compared to others), saying that \"stocks have no place in investors' portfolios.\" His track record includes calling Japan's 1989 bubble and the dot-com bubble, and Dent is seeing that while investors remain bullish in the longer-term, the economy's recovery isn't the same and \"not as good as it used to be.\" Back in March, he had said that the biggest crash would happen in June, but as we all can see, it did not.\nJeremy Granthamsees that the 2020 Covid-induced crash was a mere blip in the run to the market peak, with the past year shoring up to be the \"classic finale to an 11-year bull market.\" Overvaluation across each market decile, farther than in 2000, while margin and debt peak, and high speculative trading support his warning. He also sees deflating asset prices, such as housing, causing pain as well, as bonds, stocks and real estate have all inflated together.\nJohn Hussmanhas warned that valuations are extreme, and called for the S&P 500 to see 12 years of negative returns ahead and a >60% decline; Hussman's track record includes calling out the dot-com bubble burst and 80% decline, the 2008 crash, and the decade of negative returns following the dot-com bubble. He also warns about speculation on securities that have already seen large appreciation for future growth. One of the key factors that he points out for a likely snapping of this bull run is that \"the mental image in anticipation of a post-pandemic recovery may be more pleasant than the actual recovery itself,\" such that the \"glowing optimism currently built into record valuation extremes could be followed by quite a bit of disappointment.\"\n\nYet they aren't alone, and while track records do show some big crashes, often times they can be wrong far more than they are right, banks are also seeing minimal returns over the decade - Bank of America (BAC) is predicting that the S&P 500 would return an average of just 2% through the decade given the valuation landscape. That, plus other factors, do bring up the possibility of a crash, but with the signs and signals flashing, it shouldn't catch anyone off guard.\nFour Factors\nWhile there are many factors that have caused prior crashes and could cause future ones, four main factors that this current market exhibits that have the potential to cause a crash include: high amounts of speculative trading, slowdown in growth (economic recovery), peak valuations, and low interest rates that rise.\nExcessive Speculation\nSpeculation comes in many forms, but the most recognizable instances of over-exuberant trading and excessive speculation include GameStop's (GME) January short-squeeze frenzy, Archegos' implosion and the crash of Viacom (VIAC), Discovery (DISCA), a basket of Chinese tech stocks including Baidu (BIDU), iQIYI (IQ) and Vipshop(NYSE:VIPS), and others, and the more recent AMC Entertainment (AMC) short squeeze. Dogecoin (DOGE-USD) also erupted in a speculative half social-media, half Elon Musk-fueled run.\nWhile single asset speculation through heavy volume trading not just in shares but in call options has been visible, less visible aspects of excessive speculative have persisted for months, with some surfacing in February or earlier.\n\nMargin debt (above) has risen significantly since 2020's bottoming out, up over 70% to over $850 billion from just $500 billion in early 2020. Robinhood (HOOD), a facilitator of first-time investors entering the market, of which they did in herds during 2020, provided relatively easy access to margin trading, and a flood of new investors and a surge in 'FOMO' helped push both margin debt and the market higher through 2020. While spikes in margin debt have historically preceded both the dot-com and housing bubble bursts (a pre-recessionary indicator), margin debt has spiked during the recent recession, which could signal that more pain is yet to come.\nBack in early February, signs of excess speculation and a push in the ten-year past 1.25%, to me, signaled pain ahead for growth stocks - thatthesisplayed out starting that day, with the NASDAQ falling over 10% through early March. Now, yields are stumbling, with the ten-year dropping below 1.30%, as expectations for a growth slowdown amid a slew of factors including new lockdowns in Australia, rising cases from the Delta variant and higher-than-expected inflation.\nSpeculation combines with other factors, like a growth slowdown and peak valuations, to create frothiness in trading, stretched multiples, and asymmetric risk-reward profiles, creating more risk than reward often.\nGrowth Slowdown\nGraphic fromWeForumvia Statista\nThe economic recovery as the globe worked through and emerged from lockdowns last year is visible, with a nearV-recoveryin GDP through the back half of 2020. China has seen aslowdownin its recovery, with more policy support expected; U.S. job numbers have missed expectations multiple times so far this year. There are still pockets of the economy that have failed to recovery as fast as expected, such as family-owned businesses/restaurants.\nUnemployment, GDP, and inflation all factor into forecasts for economic growth, and inflation is posing a larger risk than the other two currently. High inflation, high[er] unemployment, and an economic growth slowdown can create stagflation, such as what was witnessed in the 1970s.Fears of stagflationhave risen through June; while wage stagnation has been fought off by companies raising wages to meet downfalls caused by labor shortages, inflation is driving prices higher - theCPIrose quicker than expectations, reaching its highest level since August 2008, while thePPImirrored that move, helped by supply chain issues across nearly all industries. Companies like PepsiCo (PEP) and Conagra (CAG) are raising prices to combat adverse effects to their operating performances stemming from inflation.\nThe market hasn't necessarily reacted to the possibilities of an economic slowdown, and inflation isn't the only factor - Covid-19 is not close to being gone, with the Delta variant surging in non-vaccinated communities and countries.Lockdownshave been re-implemented in parts of Australia, and there's no telling if lockdowns will be needed in other regions if cases continue to spike, and that alone can revert economic growth.\nPeak Valuations\nArguably one of the most noticeable and most mentioned factor in this list is peak valuations - that is, stocks are in a bubble, or certain groups of stocks are substantially overvalued.\nGraphic fromBloomberg\nFebruary and March marked a time where the markets 'reset' valuations for growth stocks - in particular, SPACs and unprofitable high-growth stocks who soared during 2020 (Goldman Sachs'Non-Profitable Tech Indexreached 393.1 in January 2021, up from 81.7 in March 2020). The SPAC cohort is a mix of heavy speculation and peak valuations, with SPACs rising >100% on rumors of mergers, only to fall >50% following those mergers - Churchill Capital IV (CCIV) and Lucid Motors is the prime example of this. This was a trend of the EV sector in general from January through March, with leaders Tesla (TSLA) and NIO (NIO) shedding over one-third of their value.\nSPACs also mirror some of the exuberance in 2000 - stocks that had that dot-com in the name were able to raise substantial cash via IPOs without much of a proven operating record, and many failed. Many of the SPACs that have come public in the past year exhibit those same features - a high investor appetite, ability to raise necessary cash from such appetite, multi-billion dollar valuations, and minimal revenues. General IPOs are also red-hot, with hundreds of companies already joining the markets this year, as investor snap them up quickly.\nData byYCharts\nTech stocks that have performed poorly since that 'peak' from January through March include some of those recent IPOs like C3.ai (AI), Lemonade (LMND), Snowflake (SNOW), and others including Appian (APPN) and Fastly (FSLY); aside from Snowflake, which is down 20%, the rest have fallen over 40% from those highs as high P/S multiples reset. On the other hand, CrowdStrike (CRWD) and Zscaler (ZS) have managed to maintain such a high multiple with growing cybersecurity tailwinds, and have performed about flat over the same period. While the former six do still have strong, positive growth prospects, sustaining a high multiple is never guaranteed, and a reset that shocks the market shocks these stocks significantly, as seen in their performance.\nBut these peak valuations also spread to the blue-chips, and to FAANGM - Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Google (GOOGL), and Microsoft (MSFT). This basket's PE valuations, on a weighted-by-market-cap basis, sat at 45x earnings in February, pushed higher by Amazon and Apple; at the moment, it sits just above 41.5x. This plays a role in exaggerating the overall S&P PE due to the heavy weighting the group has in the index, which is over 2 standard deviations above its average.\nGraphic fromCurrent Market Valuation\nAnd as a whole, valuations across the market are becoming more stretched, with each decile seeing its most extreme valuations on a PS basis, topping that of 2000. While high-beta, high-multiple stocks (primarily tech) in decline 10 have exceeded their 2000s level in a steep climb, decile 8 and 9 (likely more stable stocks given historical PS of 2x-4x) have seen that ratio double since 2011, with a surge in 2020 taking the deciles far past averages. While the exact components that make up each decile are unknown, are the drivers in place to solidify such a rapid expansion since 2019? For some stocks, possibly, but for others, it's not as likely. It could be down to a combination of high levels of bullishness in the market, FOMO, stimulus and low rates allowing stocks to run higher even with less fundamental backing.\nGraphic fromBusiness Insider\nLow Interest Rates\nThe fourth factor here is low interest rates that begin to rise, which ultimately affect the flow/flood of money into the markets, of which the Fed has supported since 2020. Some experts are seeing that equities in general are exhibiting signs of peak valuations and irrational exuberance, but that can be sustained as long as 'stimulus' in the form of Fed support remains.\nWhen interest rates are kept lower for an extended period, it increases the chances of bubbles being formed in different asset classes. Thus, one of the biggest risks becomes inflation, the risk that the market is currently digesting.\nGraphic fromJP Morgan\nAlthough rates are still low as of right now, the Fed has been facing some different viewpoints as to when it will need to start raising rates to combat inflation. Some see rates as early asnext year,others see it remaining in 2023. A rise in interest rates can spark a crash by removing excess liquidity from the markets (removing the ease of access to liquidity). The Fed has reiterated its belief that inflation is stilltransitory, but a quarter-long spell of higher-than-expected inflation data (just like what has occurred this week with the CPI and PPI rising ahead of expectations), could definitely force a rethinking of rate hikes and shake the market.\nIs It Time To Prepare?\nSigns and signals of bubbly conditions are still here, and preparedness for the possible outcomes and securing a portfolio against those outcomes is a smart idea. All it takes is one catalyst to knock equities back from high valuations and back to lower levels; sings in bonds and the dollar are starting to show rising expectations of tapering and the eventual end of Fed asset-buying and support. While there are numerous experts warning of a crash, it can be nearly impossible to time, and while evidence many of them provide is sound, such claims ofx%drops inxmonth are speculative in nature, unless that individual knows something unknown to the rest of the market.\nWhen facing a potential bubble or crash situation, hedging portfolios is key in minimizing losses and mitigating downside risk. Derivatives on index ETFs like SPY and DIA could offset potential selloffs in the market, while theQQQcan protect against losses in high-flying tech. For example, a quick case study for an SPY put play for Sept. 17: you assume an expectation for a 10% decline in the SPY to ~$390, and hedging your portfolio could come through a long put for ~$300, a $410/$390/$370 long butterfly for ~$100, or a $410/$390 put debit spread for ~$200. While the first trade has the highest return potential, it brings the highest risk, as the latter two strategies can start to profit on moves closer to -7%. For a $50,000 portfolio, a ~1% hedge could allow the purchase of 3 debit spreads, providing a maximum return of ~$6,000, or 12% of the portfolio value, which could effectively mitigate losses should the SPY fall to or below $390.Note that options strategies are inherently risky, and each investor's risk appetite is different, and such a strategy may not be suitable for everyone. This is merely a case study and shows the potential that a small percentage hedge can have in mitigating downside risk. Be aware of risks to timing and theta decay, and options becoming worthless.\nAgain, it's difficult to identify and even more difficult to time a bubble, given that the market can remain 'wrong' much longer than you can wait to be right. There's still room to run further with Fed support, but such signs of a potential bubble - excessive speculation, growth slowdown, peak valuations, and low interest rates rising - require awareness and preparedness. Yet it's nothing to fear. Small hedges can minimize downside risk, especially through options if timed well. Understanding the risks to high-flying growth stocks and those trading at or near peak valuations, regardless of sector, is important - many of the IPOs and SPACs have seen high valuations and minimal revenues, leading to exorbitant PS multiples pricing in years of growth, much like 2000. At the end of the day, if or when a crash happens, the opportunities to buy the 'best-of-the-best' companies at very attractive levels, and can provide generous returns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353021620912248,"gmtCreate":1727196024982,"gmtModify":1727196029005,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Buy whenever there is a pull back before next earnings. This year their earnings are great and getting better every quarter. Next year will be even better!!!!&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Buy whenever there is a pull back before next earnings. This year their earnings are great and getting better every quarter. Next year will be even better!!!!&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$ Buy whenever there is a pull back before next earnings. This year their earnings are great and getting better every quarter. Next year will be even better!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353021620912248","isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836301991,"gmtCreate":1629451567513,"gmtModify":1676530045643,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"The gov is doing the good for all end users. Why use this type of news to push down the China stocks? What's the agenda of this news?","listText":"The gov is doing the good for all end users. Why use this type of news to push down the China stocks? What's the agenda of this news?","text":"The gov is doing the good for all end users. Why use this type of news to push down the China stocks? What's the agenda of this news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836301991","repostId":"1172431375","repostType":4,"repost":{"id":"1172431375","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":1629447053,"share":"https://ttm.financial/m/news/1172431375?lang=&edition=fundamental","pubTime":"2021-08-20 16:10","market":"us","language":"en","title":"Some China concepts stocks sink in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1172431375","media":"Tiger Newspress","summary":"(Aug 20) Some China concepts stocks sink in morning trading.\nChina has passed legislation setting ou","content":"<p>(Aug 20)&nbsp;Some China concepts stocks sink&nbsp;in morning trading.</p>\n<p>China has passed legislation setting out tougher rules for how companies handle user data, a move pushing forward its campaign to curb big tech’s influence.</p>\n<p>The legislature of the Asian nation approved the Personal Information Protection Law, the China Central Televisionsaidin a report on Friday morning.</p>\n<p>Details of the new legislation were not immediately released but earlier drafts required firms to get user consent to collect, use and share information, and to provide a way for them to opt out. Companies found breaking the rules could face fines of up to 50 million yuan ($7.7 million) or 5% of their annual revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/ed268d42ce40d8a2b2bce492d8506bad\" tg-width=\"272\" tg-height=\"848\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some China concepts stocks sink in morning trading</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\">\nSome China concepts stocks sink in morning trading\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\">2021-08-20 16:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 20)&nbsp;Some China concepts stocks sink&nbsp;in morning trading.</p>\n<p>China has passed legislation setting out tougher rules for how companies handle user data, a move pushing forward its campaign to curb big tech’s influence.</p>\n<p>The legislature of the Asian nation approved the Personal Information Protection Law, the China Central Televisionsaidin a report on Friday morning.</p>\n<p>Details of the new legislation were not immediately released but earlier drafts required firms to get user consent to collect, use and share information, and to provide a way for them to opt out. Companies found breaking the rules could face fines of up to 50 million yuan ($7.7 million) or 5% of their annual revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/ed268d42ce40d8a2b2bce492d8506bad\" tg-width=\"272\" tg-height=\"848\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172431375","content_text":"(Aug 20) Some China concepts stocks sink in morning trading.\nChina has passed legislation setting out tougher rules for how companies handle user data, a move pushing forward its campaign to curb big tech’s influence.\nThe legislature of the Asian nation approved the Personal Information Protection Law, the China Central Televisionsaidin a report on Friday morning.\nDetails of the new legislation were not immediately released but earlier drafts required firms to get user consent to collect, use and share information, and to provide a way for them to opt out. Companies found breaking the rules could face fines of up to 50 million yuan ($7.7 million) or 5% of their annual revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890060675,"gmtCreate":1628067567397,"gmtModify":1703500592569,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890060675","repostId":"1124757232","repostType":4,"repost":{"id":"1124757232","kind":"news","pubTimestamp":1628045612,"share":"https://ttm.financial/m/news/1124757232?lang=&edition=fundamental","pubTime":"2021-08-04 10:53","market":"us","language":"en","title":"3 COVID Stocks That Could Soar Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1124757232","media":"The Motley Fool","summary":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfi","content":"<p><b><i>Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.</i></b></p>\n<p><b>Key Points</b></p>\n<ul>\n <li>Pfizer might surprise to the upside.</li>\n <li>Inari Medical is growing like gangbusters.</li>\n <li>Novavax's vaccine might be an important booster shot as the COVID-19 virus mutates.</li>\n</ul>\n<p>COVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?</p>\n<p>A panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of&nbsp;<b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/NARI\">Inari Medical, Inc.</a></b>, and&nbsp;<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ed6a343e35e121aafbaa2b30134955\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h3><b>Pfizer: More room to run</b></h3>\n<p><b>George Budwell</b>&nbsp;<b>(Pfizer):</b>&nbsp;American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with&nbsp;<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;-- losing steam from a sales perspective starting in 2022.</p>\n<p>Because of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.</p>\n<p>There are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company&nbsp;announced&nbsp;that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.</p>\n<p>Although the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.</p>\n<p>The big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.</p>\n<p>Where is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a&nbsp;dividend-paying&nbsp;big pharma stock.</p>\n<h3><b>Inari Medical: Skyrocketing Sales</b></h3>\n<p><b>Patrick Bafuma</b>&nbsp;<b>(Inari Medical):</b>&nbsp;If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to&nbsp;<i>The New York Times</i>&nbsp;-- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.</p>\n<p>This seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021,&nbsp;up 130% from the same quarter last year&nbsp;and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according to<i>The Times</i>, Inari is likely to see an uptick in eligible cases.</p>\n<p>Not to mention the company's results thus far for blood clots in the lung are spectacular:</p>\n<ul>\n <li>With the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.</li>\n <li>There's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.</li>\n <li>Major adverse events within 48 hours occur at only a 1.3% rate.</li>\n <li>No ICU stays are required after the procedure.</li>\n</ul>\n<p>Add it all up, and Inari's retrieval device seems like an obvious choice.</p>\n<p>The company grew first-quarter revenue at 113% year over year, and&nbsp;18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.</p>\n<p>Inari has&nbsp;less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.</p>\n<h3><b>Novavax: How high can it go?</b></h3>\n<p><b>Taylor Carmichael</b>&nbsp;<b>(Novavax):</b>&nbsp;The vaccine&nbsp;biotech&nbsp;Novavax had an amazing 2020, with its share price running up&nbsp;2,700%&nbsp;on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e7829d99a76c48579ba01c6e55fe14f\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>NVAX DATA BY YCHARTS.</span></p>\n<p>Positive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.</p>\n<p>Despite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.</p>\n<p>In the U.S., the Novavax vaccine might primarily be used as a&nbsp;booster shot&nbsp;for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told&nbsp;<i>The New York Times</i>.</p>\n<p>Down the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 COVID Stocks That Could Soar Higher</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\">\n3 COVID Stocks That Could Soar Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 10:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfizer might surprise to the upside.\nInari Medical is growing like gangbusters.\nNovavax's vaccine might...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124757232","content_text":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfizer might surprise to the upside.\nInari Medical is growing like gangbusters.\nNovavax's vaccine might be an important booster shot as the COVID-19 virus mutates.\n\nCOVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?\nA panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of Pfizer, Inari Medical, Inc., and Novavax.\nIMAGE SOURCE: GETTY IMAGES.\nPfizer: More room to run\nGeorge Budwell (Pfizer): American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with BioNTech SE -- losing steam from a sales perspective starting in 2022.\nBecause of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.\nThere are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company announced that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.\nAlthough the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.\nThe big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.\nWhere is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a dividend-paying big pharma stock.\nInari Medical: Skyrocketing Sales\nPatrick Bafuma (Inari Medical): If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to The New York Times -- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.\nThis seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021, up 130% from the same quarter last year and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according toThe Times, Inari is likely to see an uptick in eligible cases.\nNot to mention the company's results thus far for blood clots in the lung are spectacular:\n\nWith the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.\nThere's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.\nMajor adverse events within 48 hours occur at only a 1.3% rate.\nNo ICU stays are required after the procedure.\n\nAdd it all up, and Inari's retrieval device seems like an obvious choice.\nThe company grew first-quarter revenue at 113% year over year, and 18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.\nInari has less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.\nNovavax: How high can it go?\nTaylor Carmichael (Novavax): The vaccine biotech Novavax had an amazing 2020, with its share price running up 2,700% on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.\nNVAX DATA BY YCHARTS.\nPositive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.\nDespite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.\nIn the U.S., the Novavax vaccine might primarily be used as a booster shot for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told The New York Times.\nDown the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800413916,"gmtCreate":1627311735935,"gmtModify":1703487451128,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/800413916","repostId":"1151724613","repostType":4,"repost":{"id":"1151724613","kind":"news","pubTimestamp":1627292512,"share":"https://ttm.financial/m/news/1151724613?lang=&edition=fundamental","pubTime":"2021-07-26 17:41","market":"us","language":"en","title":"Tesla Reports Earnings Today. Here's What Matters Most.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151724613","media":"Barrons","summary":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe ","content":"<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p>\n<p>The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There will be a lot of moving parts, however, even more than usual for the world’s most valuable&nbsp;car company&nbsp;and its iconoclast CEO&nbsp;Elon Musk.</p>\n<p>Factors that will contribute to bottom-line earnings include the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>Those topics and more should be discussed on the earnings&nbsp;conference call&nbsp;scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Reports Earnings Today. Here's What Matters Most. </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\">\nTesla Reports Earnings Today. Here's What Matters Most. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151724613","content_text":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.\nFactors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nThose topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800568964,"gmtCreate":1627308867058,"gmtModify":1703487338070,"author":{"id":"4088945193415610","authorId":"4088945193415610","name":"judyspt","avatar":"https://static.tigerbbs.com/28075c7d730eb01e7fab4597684478f4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088945193415610","idStr":"4088945193415610"},"themes":[],"htmlText":"Green is good","listText":"Green is good","text":"Green is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800568964","repostId":"1189886518","repostType":4,"repost":{"id":"1189886518","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":1627308770,"share":"https://ttm.financial/m/news/1189886518?lang=&edition=fundamental","pubTime":"2021-07-26 22:12","market":"us","language":"en","title":"The NASDAQ and the S&amp;P 500 index reached new highs.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189886518","media":"Tiger Newspress","summary":"The NASDAQ and the S&P 500 index reached new highs.","content":"<p>The NASDAQ and the S&amp;P 500 index reached new highs.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7x24快讯\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\">2021-07-26 22:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The NASDAQ and the S&amp;P 500 index reached new highs.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189886518","content_text":"The NASDAQ and the S&P 500 index reached new highs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}