Arya Carnain personal page - To The Moon

Arya Carnain

Arya Carnain

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01-03

🙏🏼🙏🏼🙏🏼

2024-03-19

🙏🏼🙏🏼🙏🏼

2024-03-12

🙏🏼

2024-03-02

$MicroStrategy(MSTR)$

2023-12-19

🙏🏼

2023-09-14

🙏🏼

2023-09-07

🙏🏼

2023-09-06

Tesla Motors (TSLA) large buy order filled 259K shares at 256.49. Follow the money?

2023-08-31

🙏🏼

2023-08-30

🙏🏼🙏🏼🙏🏼

2023-08-22

🤘🏼

2023-03-24

I guess "keeping markets and companies honest" and benefiting from it in this manner is a new kind of honest.

Sorry, the original content has been removed

2023-03-11

Good read. Cheers.

Sorry, the original content has been removed

2023-03-10

All the best! 🧐

Biden Unveils $6.9 Trillion Budget, Setting Up Showdown With GOP

2023-02-28

Yepp. Stacking chips 😉

AMD: Don't Miss Out On The Opportunity

2023-02-22

What a time of the market to be this! 😂😉

2023-02-20

Yepp.

Sorry, the original content has been removed

2023-02-09

Good read.

Sorry, the original content has been removed

2023-02-09

Gambling spirits holding up market = red flag.

Sorry, the original content has been removed

2023-02-07

Agree with the call.

JPMorgan’s Kolanovic Calls Latest Stock Rally a Bear-Market Trap

Go to Tiger App to see more news

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Follow the money?","listText":"Tesla Motors (TSLA) large buy order filled 259K shares at 256.49. Follow the money?","text":"Tesla Motors (TSLA) large buy order filled 259K shares at 256.49. Follow the money?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216756582592752","isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214796429234328,"gmtCreate":1693477423291,"gmtModify":1693477428831,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112492242355422","idStr":"4112492242355422"},"themes":[],"htmlText":"🙏🏼","listText":"🙏🏼","text":"🙏🏼","images":[{"img":"https://community-static.tradeup.com/news/fe973a60dad1f3199a95d7a4be19acbd","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214796429234328","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":214272763625680,"gmtCreate":1693352222311,"gmtModify":1693352227347,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112492242355422","idStr":"4112492242355422"},"themes":[],"htmlText":"🙏🏼🙏🏼🙏🏼","listText":"🙏🏼🙏🏼🙏🏼","text":"🙏🏼🙏🏼🙏🏼","images":[{"img":"https://community-static.tradeup.com/news/1f69d281707353964e8604ba03b5fd76","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214272763625680","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":211606423507144,"gmtCreate":1692692613911,"gmtModify":1692692619866,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112492242355422","idStr":"4112492242355422"},"themes":[],"htmlText":"🤘🏼","listText":"🤘🏼","text":"🤘🏼","images":[{"img":"https://community-static.tradeup.com/news/b33a571b18d11f44d0bbd2dba0a135c7","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211606423507144","isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9943467583,"gmtCreate":1679642695642,"gmtModify":1679642700319,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112492242355422","idStr":"4112492242355422"},"themes":[],"htmlText":"I guess \"keeping&nbsp;markets and companies honest\" and benefiting from it in this manner is a new kind of honest.","listText":"I guess \"keeping&nbsp;markets and companies honest\" and benefiting from it in this manner is a new kind of honest.","text":"I guess \"keeping markets and companies honest\" and benefiting from it in this manner is a new kind of honest.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943467583","repostId":"1184527792","repostType":4,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949854271,"gmtCreate":1678518140594,"gmtModify":1678518144670,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112492242355422","idStr":"4112492242355422"},"themes":[],"htmlText":"Good read. Cheers.","listText":"Good read. Cheers.","text":"Good read. Cheers.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949854271","repostId":"2318756893","repostType":2,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949190433,"gmtCreate":1678411368223,"gmtModify":1678411372068,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112492242355422","idStr":"4112492242355422"},"themes":[],"htmlText":"All the best! 🧐","listText":"All the best! 🧐","text":"All the best! 🧐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949190433","repostId":"1167818913","repostType":4,"repost":{"id":"1167818913","kind":"news","pubTimestamp":1678409302,"share":"https://ttm.financial/m/news/1167818913?lang=&edition=fundamental","pubTime":"2023-03-10 08:48","market":"us","language":"en","title":"Biden Unveils $6.9 Trillion Budget, Setting Up Showdown With GOP","url":"https://stock-news.laohu8.com/highlight/detail?id=1167818913","media":"Bloomberg","summary":"Plan includes $5.5 trillion in tax increases over next decadeAs GOP seeks $150 billion in cuts, Bide","content":"<html><head></head><body><ul><li>Plan includes $5.5 trillion in tax increases over next decade</li><li>As GOP seeks $150 billion in cuts, Biden eyes $77 billion hike</li></ul><p>President Joe Biden unveiled a $6.9 trillion budget proposal on Thursday, a defiant opening salvo in high-stakes negotiations with congressional Republicans over the debt ceiling and government funding.</p><p>The proposal, certain to be rejected by the Republican-controlled House of Representatives, showed little inclination for compromise, asking lawmakers to bolster the social safety net through a flurry of new taxes on the wealthy and corporations.</p><p>Biden unveiled his proposal at a workforce training facility in Philadelphia where he challenged Republican House Speaker Kevin McCarthy to detail his own plan.</p><p>“I want to make clear, I’m ready to meet with the Speaker anytime — tomorrow if he has his budget, lay it down,” Biden said.</p><p>The president’s proposal would increase funding on a bevy of government programs, extending the solvency of Medicare, lowering prescription drug prices, and cutting the deficit by $3 trillion over the next decade. Even still, the deficit in 2024 would increase from $1.6 trillion to $1.8 trillion, and the gross federal debt would swell to $51 trillion after a decade.</p><p>In a year that GOP leaders have said they would pursue at least $150 billion in spending cuts and refuse tax increases, Biden instead proposes adding $77 billion across defense and non-defense spending while increasing taxes by $5.5 trillion over the next decade.</p><p>The gulf between the parties underscored the truism that presidential budgets are dead-on-arrival wish lists with few practical implications. But this year’s edition – cast against the backdrop of coming legislative battles that could rattle markets and devastate the nation’s fragile post-pandemic recovery – carried outsized importance as a marker of how the White House would approach the coming battles.</p><p>“I guarantee you I will protect Social Security and Medicare without any changes,” Biden said Thursday. “I won’t allow it to be gutted or eliminated as some MAGA Republicans threatened to do.”</p><p>“My budget will not cut benefits, and it definitely won’t sunset programs,” he added.</p><p>The White House is eager to contrast the president’s vision with congressional Republicans, whose own proposal, to be unveiled this spring, is expected to include deep cuts to federal programs, including health care subsidies and benefits for the poor.</p><p>But the approach is a gamble for the president. Federal Reserve Chairman Jerome Powell on Wednesday warned lawmakers of the risk of “extraordinarily adverse” consequences if they fail to raise the $31.4 trillion debt ceiling this summer.</p><p>Critics are sure to seize on Biden’s decision to recycle policy programs – and claim deficit savings through tax hikes – that failed to win over even some Democrats during the previous two years. And by offering few pathways for good-faith negotiation, Biden heightens the risk of a government shutdown when funding runs out on Oct. 1.</p><p>Here are some key takeaways:</p><p><b>Taxes</b></p><p>A bevy of tax increases are at the heart of what the White House is pitching as a $3 trillion reduction plan.</p><p>Biden proposes nearly doubling the capital-gains rate for those making at least $1 million, a 25% minimum tax on billionaires, and creating a new top income tax bracket at 39.6% for those making over $400,000. The president also wants to hike the corporate tax rate from 21% to 28%, end Medicare and retirement tax loopholes used by the wealthy, and eliminate breaks for real estate investors and oil and gas industries.</p><p>The tax plans have little chance of passing. Biden had to pare back a scaled-down version of the proposal to win the support of Democratic senators for his climate and inflation legislation last year.</p><p><b>2024</b></p><p>Biden’s budget is heavy on proposals the White House believes enjoy wide bipartisan support, and that can serve as a platform for his coming reelection bid.</p><p>Leading the charge are a slew of proposed changes to how the government could negotiate and limit the price of prescription drugs, which the administration estimates could save more than $200 billion over the next decade. Biden’s proposal would cap insulin prescriptions at $35 per month for all Americans, and cap the cost of certain generic drugs, like those used to treat hypertension and high cholesterol, to $2 per prescription per month.</p><p>Biden also calls for federal funding for free preschool for the nation’s 4-year-olds, as well as a 10.5% increase for existing early care programs and a 9% bump for Head Start. Biden also seeks to boost federal programs with bipartisan appeal, asking for billions more for cancer research and funding to hire 350 more border patrol agents.</p><p>Underscoring Biden’s stance opposing defunding the police, the budget calls for a 66% increase in police hiring grants.</p><p><b>Economic Assumptions</b></p><p>The Biden administration is expecting inflation to continue its deceleration path to end 2023 at 4.3%—from a current annual rate of 6.4%. The projection is largely in line with the median forecast from economists compiled by Bloomberg, a major change from last year’s release, when the White House came under scrutiny for publishing outdated economic estimates.</p><p>Biden’s economic team also sees the US economy expanding at 0.6% in real terms in 2023, in line with estimates from both Wall Street economists and the Federal Reserve. The administration, which has capitalized on the strength of the labor market in an effort to showcase a thriving economy, sees the unemployment rate ending 2023 at 4.3% from a more than five-decade low of 3.4%.</p><p><b>Lowering Costs</b></p><p>While this iteration lacks some of the sweeping new programs Biden proposed in his first budget, the White House does propose boosting funding for programs it says would help Americans handle rising costs in the era of inflation. The request includes $59 billion for affordable housing, and proposes expanding Pell Grants for low-income college students by $500. Biden would boost funding for free school lunches, home energy and water assistance, and health care subsidies.</p><p>Biden also asks Congress to renew an expanded child tax credit, which expired last year, of up to $3,600 per child, earning plaudits from progressive lawmakers.</p><p><b>Medicare and Social Security</b></p><p>Biden’s budget envisions extending a key Medicare program for another quarter century, largely by increasing taxes on those making over $400,000 per year. Republicans have vowed they wouldn’t touch the program, but Biden has sought to highlight past GOP efforts to overhaul entitlement programs by reducing eligibility or benefits.</p><p>Interestingly, Biden opted against a proposal offered by some Democratic lawmakers that would impose Social Security payroll taxes on wealthier Americans. Currently, income over $160,200 isn’t taxed for the program. Budget Director Shalanda Young said the decision was intended to signal that changing the program was “not on the table.”</p><p><b>Republican Response</b></p><p>House Speaker Kevin McCarthy told reporters the House budget plan will be delayed because Biden’s budget was a month late and Republicans need to analyze it. But on Wednesday, he flatly ruled out Biden’s proposed tax increases.</p><p>“I do not believe raising taxes is the answer,” he said.</p><p>Republicans are seeking to balance the budget within ten years, a feat that would likely require some $20 trillion in spending cuts if no taxes are increased. McCarthy has said he would not back cuts to Medicare and Social Security. That means the cuts would focus on the domestic discretionary budget that covers everything from cancer research to Head Start. It will also look for savings by cutting Medicaid, food stamps and other anti-poverty programs.</p><p><b>Defense</b></p><p>The White House’s proposed $842 billion Pentagon-only request is the largest defense budget in the post-Vietnam era excluding costs of the wars in Iraq and Afghanistan, a 3.2% increase over the $816 billion that Congress appropriated this year.</p><p>The Pentagon request includes $170 billion in procurement spending and $145 billion for research and development as the US looks to regain the technological edge that lawmakers and experts have lamented it has lost to China’s own ambitious defense build-out.</p><p>The White House said it wanted to speed up development of what it calls “uncrewed combat aircraft” — drones that serve as wingmen for piloted planes. Air Force Secretary Frank Kendall this week disclosed the service will request funds to buy up to 1,000 of the craft.</p><p>It also “invests in key technologies and sectors of the U.S. industrial base such as microelectronics, submarine construction, munitions production, and biomanufacturing,” said the release.</p><p>The administration’s overall national security request — which includes the Energy Department and other agencies — totals $886 billion.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biden Unveils $6.9 Trillion Budget, Setting Up Showdown With GOP</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\">\nBiden Unveils $6.9 Trillion Budget, Setting Up Showdown With GOP\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-10 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-09/biden-fires-6-9-trillion-salvo-to-open-budget-showdown-with-gop?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Plan includes $5.5 trillion in tax increases over next decadeAs GOP seeks $150 billion in cuts, Biden eyes $77 billion hikePresident Joe Biden unveiled a $6.9 trillion budget proposal on Thursday, a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-09/biden-fires-6-9-trillion-salvo-to-open-budget-showdown-with-gop?srnd=markets-vp\">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.bloomberg.com/news/articles/2023-03-09/biden-fires-6-9-trillion-salvo-to-open-budget-showdown-with-gop?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167818913","content_text":"Plan includes $5.5 trillion in tax increases over next decadeAs GOP seeks $150 billion in cuts, Biden eyes $77 billion hikePresident Joe Biden unveiled a $6.9 trillion budget proposal on Thursday, a defiant opening salvo in high-stakes negotiations with congressional Republicans over the debt ceiling and government funding.The proposal, certain to be rejected by the Republican-controlled House of Representatives, showed little inclination for compromise, asking lawmakers to bolster the social safety net through a flurry of new taxes on the wealthy and corporations.Biden unveiled his proposal at a workforce training facility in Philadelphia where he challenged Republican House Speaker Kevin McCarthy to detail his own plan.“I want to make clear, I’m ready to meet with the Speaker anytime — tomorrow if he has his budget, lay it down,” Biden said.The president’s proposal would increase funding on a bevy of government programs, extending the solvency of Medicare, lowering prescription drug prices, and cutting the deficit by $3 trillion over the next decade. Even still, the deficit in 2024 would increase from $1.6 trillion to $1.8 trillion, and the gross federal debt would swell to $51 trillion after a decade.In a year that GOP leaders have said they would pursue at least $150 billion in spending cuts and refuse tax increases, Biden instead proposes adding $77 billion across defense and non-defense spending while increasing taxes by $5.5 trillion over the next decade.The gulf between the parties underscored the truism that presidential budgets are dead-on-arrival wish lists with few practical implications. But this year’s edition – cast against the backdrop of coming legislative battles that could rattle markets and devastate the nation’s fragile post-pandemic recovery – carried outsized importance as a marker of how the White House would approach the coming battles.“I guarantee you I will protect Social Security and Medicare without any changes,” Biden said Thursday. “I won’t allow it to be gutted or eliminated as some MAGA Republicans threatened to do.”“My budget will not cut benefits, and it definitely won’t sunset programs,” he added.The White House is eager to contrast the president’s vision with congressional Republicans, whose own proposal, to be unveiled this spring, is expected to include deep cuts to federal programs, including health care subsidies and benefits for the poor.But the approach is a gamble for the president. Federal Reserve Chairman Jerome Powell on Wednesday warned lawmakers of the risk of “extraordinarily adverse” consequences if they fail to raise the $31.4 trillion debt ceiling this summer.Critics are sure to seize on Biden’s decision to recycle policy programs – and claim deficit savings through tax hikes – that failed to win over even some Democrats during the previous two years. And by offering few pathways for good-faith negotiation, Biden heightens the risk of a government shutdown when funding runs out on Oct. 1.Here are some key takeaways:TaxesA bevy of tax increases are at the heart of what the White House is pitching as a $3 trillion reduction plan.Biden proposes nearly doubling the capital-gains rate for those making at least $1 million, a 25% minimum tax on billionaires, and creating a new top income tax bracket at 39.6% for those making over $400,000. The president also wants to hike the corporate tax rate from 21% to 28%, end Medicare and retirement tax loopholes used by the wealthy, and eliminate breaks for real estate investors and oil and gas industries.The tax plans have little chance of passing. Biden had to pare back a scaled-down version of the proposal to win the support of Democratic senators for his climate and inflation legislation last year.2024Biden’s budget is heavy on proposals the White House believes enjoy wide bipartisan support, and that can serve as a platform for his coming reelection bid.Leading the charge are a slew of proposed changes to how the government could negotiate and limit the price of prescription drugs, which the administration estimates could save more than $200 billion over the next decade. Biden’s proposal would cap insulin prescriptions at $35 per month for all Americans, and cap the cost of certain generic drugs, like those used to treat hypertension and high cholesterol, to $2 per prescription per month.Biden also calls for federal funding for free preschool for the nation’s 4-year-olds, as well as a 10.5% increase for existing early care programs and a 9% bump for Head Start. Biden also seeks to boost federal programs with bipartisan appeal, asking for billions more for cancer research and funding to hire 350 more border patrol agents.Underscoring Biden’s stance opposing defunding the police, the budget calls for a 66% increase in police hiring grants.Economic AssumptionsThe Biden administration is expecting inflation to continue its deceleration path to end 2023 at 4.3%—from a current annual rate of 6.4%. The projection is largely in line with the median forecast from economists compiled by Bloomberg, a major change from last year’s release, when the White House came under scrutiny for publishing outdated economic estimates.Biden’s economic team also sees the US economy expanding at 0.6% in real terms in 2023, in line with estimates from both Wall Street economists and the Federal Reserve. The administration, which has capitalized on the strength of the labor market in an effort to showcase a thriving economy, sees the unemployment rate ending 2023 at 4.3% from a more than five-decade low of 3.4%.Lowering CostsWhile this iteration lacks some of the sweeping new programs Biden proposed in his first budget, the White House does propose boosting funding for programs it says would help Americans handle rising costs in the era of inflation. The request includes $59 billion for affordable housing, and proposes expanding Pell Grants for low-income college students by $500. Biden would boost funding for free school lunches, home energy and water assistance, and health care subsidies.Biden also asks Congress to renew an expanded child tax credit, which expired last year, of up to $3,600 per child, earning plaudits from progressive lawmakers.Medicare and Social SecurityBiden’s budget envisions extending a key Medicare program for another quarter century, largely by increasing taxes on those making over $400,000 per year. Republicans have vowed they wouldn’t touch the program, but Biden has sought to highlight past GOP efforts to overhaul entitlement programs by reducing eligibility or benefits.Interestingly, Biden opted against a proposal offered by some Democratic lawmakers that would impose Social Security payroll taxes on wealthier Americans. Currently, income over $160,200 isn’t taxed for the program. Budget Director Shalanda Young said the decision was intended to signal that changing the program was “not on the table.”Republican ResponseHouse Speaker Kevin McCarthy told reporters the House budget plan will be delayed because Biden’s budget was a month late and Republicans need to analyze it. But on Wednesday, he flatly ruled out Biden’s proposed tax increases.“I do not believe raising taxes is the answer,” he said.Republicans are seeking to balance the budget within ten years, a feat that would likely require some $20 trillion in spending cuts if no taxes are increased. McCarthy has said he would not back cuts to Medicare and Social Security. That means the cuts would focus on the domestic discretionary budget that covers everything from cancer research to Head Start. It will also look for savings by cutting Medicaid, food stamps and other anti-poverty programs.DefenseThe White House’s proposed $842 billion Pentagon-only request is the largest defense budget in the post-Vietnam era excluding costs of the wars in Iraq and Afghanistan, a 3.2% increase over the $816 billion that Congress appropriated this year.The Pentagon request includes $170 billion in procurement spending and $145 billion for research and development as the US looks to regain the technological edge that lawmakers and experts have lamented it has lost to China’s own ambitious defense build-out.The White House said it wanted to speed up development of what it calls “uncrewed combat aircraft” — drones that serve as wingmen for piloted planes. Air Force Secretary Frank Kendall this week disclosed the service will request funds to buy up to 1,000 of the craft.It also “invests in key technologies and sectors of the U.S. industrial base such as microelectronics, submarine construction, munitions production, and biomanufacturing,” said the release.The administration’s overall national security request — which includes the Energy Department and other agencies — totals $886 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940099108,"gmtCreate":1677584067805,"gmtModify":1677584072796,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112492242355422","idStr":"4112492242355422"},"themes":[],"htmlText":"Yepp. Stacking chips 😉","listText":"Yepp. Stacking chips 😉","text":"Yepp. Stacking chips 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940099108","repostId":"1113839894","repostType":4,"repost":{"id":"1113839894","kind":"news","pubTimestamp":1677582541,"share":"https://ttm.financial/m/news/1113839894?lang=&edition=fundamental","pubTime":"2023-02-28 19:09","market":"us","language":"en","title":"AMD: Don't Miss Out On The Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1113839894","media":"Seekingalpha","summary":"AMD is well positioned to absorb the growing demand for high-performance graphics and computing products. ","content":"<html><head></head><body><h3>Summary</h3><ul><li>AMD&#39;s management has a substantial track record of delivering growth with successful product launches like Ryzen, Epyc, and Radeon.</li><li>AMD demonstrated 4Q2022 results above consensus despite softening PC demand.</li><li>Management is confident that the company is well-positioned to capture increased penetration and adoption of technology, especially Artificial Intelligence.</li></ul><h3>Investment thesis</h3><p>Being one of the major players in semiconductor industry, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> is well positioned to absorb significant part of growing demand for high-performance graphics and computing products. In recent years, the management demonstrated its ability of improving cash flows and diversifying company&#39;s business by strategic acquisitions .</p><p>All in all ,the company has firm market position and experienced management with strong track record of innovation together with solid financials which makes it an attractive investment opportunity. Although we are currently experiencing challenging macro environment, my valuation model outcomes suggest an immense upside potential in the long-run, which by far outweighs possible risks.</p><h3>Company information</h3><p>AMD is one of the leading semiconductor companies which designs and manufactures computing and graphic high-performance hardware. The company is a top player in graphic processors [GPU] after acquisition of ATI in 2008. As part of AMD&#39;s growth strategy the company is benefiting from integration with Xilinx, which was acquired in 2021, and enables AMD to expand its presence in embedded computing and data center segments.</p><p>The company&#39;s revenue comprises of four segments: Data Center, Client, Gaming and Embedded.</p><h3><img src=\"https://static.tigerbbs.com/d93f54c6d886dcba1228d9e22e04f067\" tg-width=\"515\" tg-height=\"195\" referrerpolicy=\"no-referrer\"/>Financials - growth has been stellar</h3><p>The company reported 4Q2022financial statements on January 31, 2023. Results demonstrated a beat of consensus estimates both in terms of top line and EPS.</p><p><img src=\"https://static.tigerbbs.com/c61a2f9fad32b33545075c1f2c091a25\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/>Increase in revenue in 4Q2022 was mainly generated by strong growth in Data Center and Embedded which was partially offset by Client PC segment being halved down and single-digit percentage decrease in Gaming segment.</p><p><img src=\"https://static.tigerbbs.com/e41da65d6df88f99a126fdb2cda42644\" tg-width=\"640\" tg-height=\"482\" referrerpolicy=\"no-referrer\"/>Increase in Data Center revenue is primarily related to growing EPYC server CPU product line. Skyrocket growth in Embedded segment mainly represents non data center sales from Xilinx acquisition,which was completed in early 2022. Client computing sales big decline was caused by weaker demand and growing inventories.Morningstar Premium expectsPC units to be down at least 10% in FY 2023. Gaming revenues declined slightly mainly because of lower GPU sales which were partially offset by growing console chip demand.GPU sales are largely dependent on cryptocurrency miningactivity which I expect to be weak in 2023 due to multiple unfavorable external factors for crypto-industry. Overall, to finalise about quarterly P&amp;L, non GAAP gross margin expanded 70 basis points due to efficient product mix of Data Center and Embedded segments sales.</p><p>As for the full FY 2022 the company&#39;s revenue increased 44% from $16.4 billion to 23.6 billion. This strong revenue growth contributed to a 25% growth in non-GAAP EPS.</p><p><img src=\"https://static.tigerbbs.com/5e3c8f6ca8f3d3bbadde4a0a2c359f8c\" tg-width=\"640\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/>Embedded and Data Center segments together were major contributors to full year revenue growth demonstrating growth from $3.9 billion in 2021 to $10.6 billion in 2022 following Xilinx acquisition two years ago.</p><p><img src=\"https://static.tigerbbs.com/1bad67e5fbede93a06e26cf783b41b32\" tg-width=\"640\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p><p>Based on such a tremendous growth in Embedded segment we can see that Xilinx integration is run very well, making Embedded the major growth driver for company&#39;s full year revenue. Here management proved itself as being strong in enhancing company&#39;s financial model by diversifying the business. And synergies, are not over yet,during last earnings callthe CEO said following regarding Xilinx:</p><blockquote>In addition, we are seeing substantial new revenue synergy opportunities as we combine Xilinx&#39;s industry-leading adaptive products and 6,000-plus customers with AMD&#39;s expanded breadth of compute products and scale.</blockquote><p>Management also provided an outlook for the full FY 2023. Overall, they expect FY 2023 to be mixed with second half of the year much stronger than the first one mainly due to elevated inventory levels at the reporting date. Data Center and Embedded segments are expected to grow YoY with gross margin expanding in the second half of the year across all segments.</p><p>According to Dr. Lisa Su, the CEO, in next year&#39;s rapid growth in Artificial Intelligence [AI] adoption will become one of major drivers for company&#39;s further growth:</p><blockquote>We expect AI adoption will accelerate significantly over the coming years and are incredibly excited about leveraging our broad portfolio of CPUs, GPUs and adaptive accelerators in combination with our software expertise to deliver differentiated solutions that can address the full spectrum of AI needs in training and inference across cloud, edge and client.</blockquote><p>While researching evidence for the above thesis of the company&#39;s CEO,I found some interesting data on AI from McKinsey.The figure I found most interesting is the fact that within last 5 years the number of AI capabilities that businesses used, has doubled, which indicates aggressive pace of AI adoption:</p><p><img src=\"https://static.tigerbbs.com/6b22b0aebab442d36752f88bc144549c\" tg-width=\"640\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p>To proceed with more forward-looking view on the matter,Precedence Research forecaststhat by the year 2030 AI market will increase tenfold from current levels, which is huge.</p><p><img src=\"https://static.tigerbbs.com/9d2c7677453af8d4d3d8fd496134b5f9\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>From a balance sheet perspective things are also going well, we can see that at the reporting date, the net cash position is strong, which enabled the company to return $3.7 billion to shareholders via share repurchases in FY 2022.</p><p>To sum up this part, AMD&#39;s financial position is strong and company&#39;s financial performance and next year&#39;s outlook evidences that management is highly likely to be able to deliver further shareholders&#39; wealth growth.</p><h3>Valuation</h3><p>Seeking Alpha&#39;s Quant Ratingsassess AMD&#39;s valuation attractiveness as not very high which is evidenced by a &#34;C-&#34; valuation grade. But, I see huge upside potential here and I would like to prove my opinion with the analysis and calculations below.</p><p>First, from multiples perspective, the stock is significantly undervalued because it is currently trading at forward P/E of 17.83 which is well below company&#39;s last 10-year&#39;s lowest point of 29.04.</p><p><img src=\"https://static.tigerbbs.com/166029bb41964c68201fa0c34cfa6223\" tg-width=\"436\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/></p><p>To calculate fair value I prefer discounted cash flow model [DCF] here since AMD is a growth stock and it&#39;s valuation depends heavily on future cash flows. Using sound WACC for discounting is crucial, so Irefer to NYU Stern as a source, which currently evaluates semiconductor hardware industry&#39;s cost of capital at 13.24%. Free cash flows [FCF] I expect at rather conservative 20% of revenues growing 75 basis points each year. I consider it conservative because the company already demonstrated ability to generate 19% FCF margin and it is highly likely that economies of scale will be effectively utilised by the company&#39;s management. Revenue CAGR I expect at 16.5% between 2023 and 2030 which represents a rather modest growth rate if compared tothe latest Report Insightswhere a 33.5% CAGR is forecasted for Graphic Processors market growth.</p><p>Incorporating all assumptions together the DCF valuation exercise suggests that the stock is almost 30% undervalued.</p><p><img src=\"https://static.tigerbbs.com/3a65ec8246b6bc969fca66e97e34604b\" tg-width=\"640\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s calculations</p><p>Let&#39;s also not forget thatin 2023 we are close to peak in the Fed rates tightening cycle.Easing Fed rates would cause decline in cost of capital for companies, so WACC will follow inevitably. Therefore it would be a useful exercise to check DCF sensitivity to changes in WACC.</p><p>In case Fed rates go through few more hikes, WACC for AMD could highly likely move above 14%, so to be conservative I select 15% for this sensitivity test. It is also obvious that higher Fed rates will hit demand for technology hardware so here I also cut my revenue growth expectations to 13%. After WACC and revenue growth assumptions changed the model suggests that the stock is still undervalued.</p><p><img src=\"https://static.tigerbbs.com/944ae4e8878da130fe2283ddebf212ed\" tg-width=\"640\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s calculations</p><p>For second part of sensitivity analysis, which scenario I believe is more likely, we should calculate how rates easing will affect fair value of AMD.According to Charlie Bilello, rates are expected to start easing in late 2023 with easing cycle terminating (or pausing) at about 3.5% in early 2025. If Fed rates go to 3.5% I believe that for AMD WACC 12% would be a reasonable level together with 18% revenue CAGR expected.</p><p><img src=\"https://static.tigerbbs.com/1b8ccf0bbffd69b71a01556826761446\" tg-width=\"640\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s calculations</p><p>According to this optimistic scenario, the stock is almost 40% undervalued. And me personally, in long-term I see optimistic scenario as most likely for AMD.</p><p>To conclude valuation exercise, DCF calculations given conservative assumptions together with multiples analysis suggest that there is a massive upside potential for the stock and margin of safety is also in place. To check myself, I also analysedMorningstar Premium&#39;s opinion on the stock fair valueand they are even more optimistic than me indicating almost 50% upside potential with stock&#39;s fair price at $115. Below you can see the chart indicating that usually AMD&#39;s actual stock price follows Morningstar&#39;s fair value estimates in long-term horizon.</p><p><img src=\"https://static.tigerbbs.com/6bbd3961a40fa9978923a753577338d7\" tg-width=\"640\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p>Morningstar Premium</p><h3>Potential risks</h3><p>Despite the fact that AMD represents a compelling investment opportunity, investors should also consider risks attributable to investing in AMD.</p><p>In current times I think that possible economic recession is a major risk, because it will lead technology hardware sales to plunge. On the other hand it is highly likely that AMD&#39;s strong balance sheet and sustainable cash flows will enable company to endure this possible economic hurricane.</p><p>Second major risks which I see is high competitiveness of semiconductor industry and pace of innovation. All technology companies face risk of becoming obsolete and fail to keep up with competitors. But, at the same time, the company&#39;s CEO, Dr. Lisa Su, who took over in 2014, together with the management team, has strong track record of delivering stellar growth and high profitability margins.</p><p><img src=\"https://static.tigerbbs.com/de3546169dcd5fbdb9569dc33931dbab\" tg-width=\"599\" tg-height=\"121\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Third big risk that I see is the fact that AMD is very integrated in the whole global technology ecosystem heavily depending on major IT companies like Amazon, Microsoft or Google as well as the regulation on information technology which can possibly be tightened and that may impose risks on company&#39;s future growth and profitability.</p><h3>Bottom line</h3><p>In summary, I have high conviction that the current levels of AMD share price do not fully reflect the company&#39;s potential for revenue growth and margin expansion. Given current favorable valuation metrics, the stock is a strong buy with significant upside potential which outweigh risks and current challenging macro environment headwinds.</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>AMD: Don't Miss Out On The Opportunity</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: Don't Miss Out On The Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-28 19:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4582667-amd-stock-increased-penetration-adoption-ai-technology-upside-potential><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAMD's management has a substantial track record of delivering growth with successful product launches like Ryzen, Epyc, and Radeon.AMD demonstrated 4Q2022 results above consensus despite ...</p>\n\n<a href=\"https://seekingalpha.com/article/4582667-amd-stock-increased-penetration-adoption-ai-technology-upside-potential\">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/4582667-amd-stock-increased-penetration-adoption-ai-technology-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1113839894","content_text":"SummaryAMD's management has a substantial track record of delivering growth with successful product launches like Ryzen, Epyc, and Radeon.AMD demonstrated 4Q2022 results above consensus despite softening PC demand.Management is confident that the company is well-positioned to capture increased penetration and adoption of technology, especially Artificial Intelligence.Investment thesisBeing one of the major players in semiconductor industry, Advanced Micro Devices is well positioned to absorb significant part of growing demand for high-performance graphics and computing products. In recent years, the management demonstrated its ability of improving cash flows and diversifying company's business by strategic acquisitions .All in all ,the company has firm market position and experienced management with strong track record of innovation together with solid financials which makes it an attractive investment opportunity. Although we are currently experiencing challenging macro environment, my valuation model outcomes suggest an immense upside potential in the long-run, which by far outweighs possible risks.Company informationAMD is one of the leading semiconductor companies which designs and manufactures computing and graphic high-performance hardware. The company is a top player in graphic processors [GPU] after acquisition of ATI in 2008. As part of AMD's growth strategy the company is benefiting from integration with Xilinx, which was acquired in 2021, and enables AMD to expand its presence in embedded computing and data center segments.The company's revenue comprises of four segments: Data Center, Client, Gaming and Embedded.Financials - growth has been stellarThe company reported 4Q2022financial statements on January 31, 2023. Results demonstrated a beat of consensus estimates both in terms of top line and EPS.Increase in revenue in 4Q2022 was mainly generated by strong growth in Data Center and Embedded which was partially offset by Client PC segment being halved down and single-digit percentage decrease in Gaming segment.Increase in Data Center revenue is primarily related to growing EPYC server CPU product line. Skyrocket growth in Embedded segment mainly represents non data center sales from Xilinx acquisition,which was completed in early 2022. Client computing sales big decline was caused by weaker demand and growing inventories.Morningstar Premium expectsPC units to be down at least 10% in FY 2023. Gaming revenues declined slightly mainly because of lower GPU sales which were partially offset by growing console chip demand.GPU sales are largely dependent on cryptocurrency miningactivity which I expect to be weak in 2023 due to multiple unfavorable external factors for crypto-industry. Overall, to finalise about quarterly P&L, non GAAP gross margin expanded 70 basis points due to efficient product mix of Data Center and Embedded segments sales.As for the full FY 2022 the company's revenue increased 44% from $16.4 billion to 23.6 billion. This strong revenue growth contributed to a 25% growth in non-GAAP EPS.Embedded and Data Center segments together were major contributors to full year revenue growth demonstrating growth from $3.9 billion in 2021 to $10.6 billion in 2022 following Xilinx acquisition two years ago.Based on such a tremendous growth in Embedded segment we can see that Xilinx integration is run very well, making Embedded the major growth driver for company's full year revenue. Here management proved itself as being strong in enhancing company's financial model by diversifying the business. And synergies, are not over yet,during last earnings callthe CEO said following regarding Xilinx:In addition, we are seeing substantial new revenue synergy opportunities as we combine Xilinx's industry-leading adaptive products and 6,000-plus customers with AMD's expanded breadth of compute products and scale.Management also provided an outlook for the full FY 2023. Overall, they expect FY 2023 to be mixed with second half of the year much stronger than the first one mainly due to elevated inventory levels at the reporting date. Data Center and Embedded segments are expected to grow YoY with gross margin expanding in the second half of the year across all segments.According to Dr. Lisa Su, the CEO, in next year's rapid growth in Artificial Intelligence [AI] adoption will become one of major drivers for company's further growth:We expect AI adoption will accelerate significantly over the coming years and are incredibly excited about leveraging our broad portfolio of CPUs, GPUs and adaptive accelerators in combination with our software expertise to deliver differentiated solutions that can address the full spectrum of AI needs in training and inference across cloud, edge and client.While researching evidence for the above thesis of the company's CEO,I found some interesting data on AI from McKinsey.The figure I found most interesting is the fact that within last 5 years the number of AI capabilities that businesses used, has doubled, which indicates aggressive pace of AI adoption:To proceed with more forward-looking view on the matter,Precedence Research forecaststhat by the year 2030 AI market will increase tenfold from current levels, which is huge.From a balance sheet perspective things are also going well, we can see that at the reporting date, the net cash position is strong, which enabled the company to return $3.7 billion to shareholders via share repurchases in FY 2022.To sum up this part, AMD's financial position is strong and company's financial performance and next year's outlook evidences that management is highly likely to be able to deliver further shareholders' wealth growth.ValuationSeeking Alpha's Quant Ratingsassess AMD's valuation attractiveness as not very high which is evidenced by a \"C-\" valuation grade. But, I see huge upside potential here and I would like to prove my opinion with the analysis and calculations below.First, from multiples perspective, the stock is significantly undervalued because it is currently trading at forward P/E of 17.83 which is well below company's last 10-year's lowest point of 29.04.To calculate fair value I prefer discounted cash flow model [DCF] here since AMD is a growth stock and it's valuation depends heavily on future cash flows. Using sound WACC for discounting is crucial, so Irefer to NYU Stern as a source, which currently evaluates semiconductor hardware industry's cost of capital at 13.24%. Free cash flows [FCF] I expect at rather conservative 20% of revenues growing 75 basis points each year. I consider it conservative because the company already demonstrated ability to generate 19% FCF margin and it is highly likely that economies of scale will be effectively utilised by the company's management. Revenue CAGR I expect at 16.5% between 2023 and 2030 which represents a rather modest growth rate if compared tothe latest Report Insightswhere a 33.5% CAGR is forecasted for Graphic Processors market growth.Incorporating all assumptions together the DCF valuation exercise suggests that the stock is almost 30% undervalued.Author's calculationsLet's also not forget thatin 2023 we are close to peak in the Fed rates tightening cycle.Easing Fed rates would cause decline in cost of capital for companies, so WACC will follow inevitably. Therefore it would be a useful exercise to check DCF sensitivity to changes in WACC.In case Fed rates go through few more hikes, WACC for AMD could highly likely move above 14%, so to be conservative I select 15% for this sensitivity test. It is also obvious that higher Fed rates will hit demand for technology hardware so here I also cut my revenue growth expectations to 13%. After WACC and revenue growth assumptions changed the model suggests that the stock is still undervalued.Author's calculationsFor second part of sensitivity analysis, which scenario I believe is more likely, we should calculate how rates easing will affect fair value of AMD.According to Charlie Bilello, rates are expected to start easing in late 2023 with easing cycle terminating (or pausing) at about 3.5% in early 2025. If Fed rates go to 3.5% I believe that for AMD WACC 12% would be a reasonable level together with 18% revenue CAGR expected.Author's calculationsAccording to this optimistic scenario, the stock is almost 40% undervalued. And me personally, in long-term I see optimistic scenario as most likely for AMD.To conclude valuation exercise, DCF calculations given conservative assumptions together with multiples analysis suggest that there is a massive upside potential for the stock and margin of safety is also in place. To check myself, I also analysedMorningstar Premium's opinion on the stock fair valueand they are even more optimistic than me indicating almost 50% upside potential with stock's fair price at $115. Below you can see the chart indicating that usually AMD's actual stock price follows Morningstar's fair value estimates in long-term horizon.Morningstar PremiumPotential risksDespite the fact that AMD represents a compelling investment opportunity, investors should also consider risks attributable to investing in AMD.In current times I think that possible economic recession is a major risk, because it will lead technology hardware sales to plunge. On the other hand it is highly likely that AMD's strong balance sheet and sustainable cash flows will enable company to endure this possible economic hurricane.Second major risks which I see is high competitiveness of semiconductor industry and pace of innovation. All technology companies face risk of becoming obsolete and fail to keep up with competitors. But, at the same time, the company's CEO, Dr. Lisa Su, who took over in 2014, together with the management team, has strong track record of delivering stellar growth and high profitability margins.Seeking AlphaThird big risk that I see is the fact that AMD is very integrated in the whole global technology ecosystem heavily depending on major IT companies like Amazon, Microsoft or Google as well as the regulation on information technology which can possibly be tightened and that may impose risks on company's future growth and profitability.Bottom lineIn summary, I have high conviction that the current levels of AMD share price do not fully reflect the company's potential for revenue growth and margin expansion. Given current favorable valuation metrics, the stock is a strong buy with significant upside potential which outweigh risks and current challenging macro environment headwinds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957379788,"gmtCreate":1677046942944,"gmtModify":1677046948073,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112492242355422","idStr":"4112492242355422"},"themes":[],"htmlText":"What a time of the market to be this! 😂😉","listText":"What a time of the market to be this! 😂😉","text":"What a time of the market to be this! 😂😉","images":[{"img":"https://community-static.tradeup.com/news/c2f9a875c8df56bd06998cf0deca6c5d","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957379788","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9957981686,"gmtCreate":1676895384245,"gmtModify":1676895387550,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112492242355422","idStr":"4112492242355422"},"themes":[],"htmlText":"Yepp.","listText":"Yepp.","text":"Yepp.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957981686","repostId":"2312207897","repostType":4,"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954926466,"gmtCreate":1675941625055,"gmtModify":1675941628556,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112492242355422","idStr":"4112492242355422"},"themes":[],"htmlText":"Good read.","listText":"Good read.","text":"Good read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954926466","repostId":"2310571101","repostType":4,"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954931561,"gmtCreate":1675907754754,"gmtModify":1675907758532,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112492242355422","idStr":"4112492242355422"},"themes":[],"htmlText":"Gambling spirits holding up market = red flag.","listText":"Gambling spirits holding up market = red flag.","text":"Gambling spirits holding up market = red flag.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954931561","repostId":"1160843285","repostType":4,"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955735552,"gmtCreate":1675751576477,"gmtModify":1675751580961,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4112492242355422","idStr":"4112492242355422"},"themes":[],"htmlText":"Agree with the call.","listText":"Agree with the call.","text":"Agree with the call.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955735552","repostId":"1155783457","repostType":2,"repost":{"id":"1155783457","kind":"news","pubTimestamp":1675746976,"share":"https://ttm.financial/m/news/1155783457?lang=&edition=fundamental","pubTime":"2023-02-07 13:16","market":"us","language":"en","title":"JPMorgan’s Kolanovic Calls Latest Stock Rally a Bear-Market Trap","url":"https://stock-news.laohu8.com/highlight/detail?id=1155783457","media":"Bloomberg","summary":"JPMorgan Chase & Co. strategist Marko Kolanovic reiterated Monday that investors should fade last we","content":"<html><head></head><body><p>JPMorgan Chase &amp; Co. strategist Marko Kolanovic reiterated Monday that investors should fade last week’s Federal Reserve-induced stock-market rally, arguing that the US economy’s disinflationary process could just be “transitory.”</p><p>Kolanovic sees the first three months of the year likely marking an “inflection point in the market,” with an air pocket during the second and third quarters, he wrote in a note to clients. That will be followed by renewed deterioration in fundamentals through the end of the year since the central bank will likely keep interest rates high for some time, he added.</p><p>“We advise to use the current strength in order to reduce exposure,” a team of strategists led by Kolanovic wrote, pointing to how investors piled back into speculative assets from crypto to meme stocks.</p><p>A strong labor market could be a dose of cold water for a “soft landing” scenario, where the Fed tames inflation while the economy continues to grow. If that doesn’t come into fruition, it will result in a mean-reversion across this year’s equity winners, according to Kolanovic.</p><p><img src=\"https://static.tigerbbs.com/4c75f4dab7f350d21ecf3b62ae363b14\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>After a surge in payroll growth on Friday raised concern that speculation about a Fed pivot was premature, Kolanovic now expects two more rate hikes in March and May, each by a quarter percentage point, followed by a lengthy pause. Even with headline inflation ebbing, he anticipates that elevated wages will weigh on margins — threatening more layoffs across Corporate America.</p><p>“So disinflation in this situation will not be anything to celebrate, as it leaves rates in an even more restrictive state with central banks slow to change course unless a risk event forces a reset,” Kolanovic said.</p><p>One of Wall Streets biggest optimists through much of last year’s market selloff, most of Kolanovic’s 2022 calls didn’t work out. He has since reversed his view, cutting his equity allocation in mid-December due to a soft economic outlook for this year. Last month, he said the economy was headed for a downturn. The bank reduced its recommended equity allocation once again due to fears of a recession and central-bank overtightening.</p><p>Kolanovic, however, did urge investors to buy the dip in China equities during their October downturn, a call he got right as the MSCI China Index has gained more than 26% since early October.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan’s Kolanovic Calls Latest Stock Rally a Bear-Market Trap</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\">\nJPMorgan’s Kolanovic Calls Latest Stock Rally a Bear-Market Trap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-07 13:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-06/jpmorgan-s-kolanovic-calls-latest-stock-rally-a-bear-market-trap-ldtc6f7y?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JPMorgan Chase & Co. strategist Marko Kolanovic reiterated Monday that investors should fade last week’s Federal Reserve-induced stock-market rally, arguing that the US economy’s disinflationary ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-06/jpmorgan-s-kolanovic-calls-latest-stock-rally-a-bear-market-trap-ldtc6f7y?srnd=markets-vp\">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.bloomberg.com/news/articles/2023-02-06/jpmorgan-s-kolanovic-calls-latest-stock-rally-a-bear-market-trap-ldtc6f7y?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155783457","content_text":"JPMorgan Chase & Co. strategist Marko Kolanovic reiterated Monday that investors should fade last week’s Federal Reserve-induced stock-market rally, arguing that the US economy’s disinflationary process could just be “transitory.”Kolanovic sees the first three months of the year likely marking an “inflection point in the market,” with an air pocket during the second and third quarters, he wrote in a note to clients. That will be followed by renewed deterioration in fundamentals through the end of the year since the central bank will likely keep interest rates high for some time, he added.“We advise to use the current strength in order to reduce exposure,” a team of strategists led by Kolanovic wrote, pointing to how investors piled back into speculative assets from crypto to meme stocks.A strong labor market could be a dose of cold water for a “soft landing” scenario, where the Fed tames inflation while the economy continues to grow. If that doesn’t come into fruition, it will result in a mean-reversion across this year’s equity winners, according to Kolanovic.After a surge in payroll growth on Friday raised concern that speculation about a Fed pivot was premature, Kolanovic now expects two more rate hikes in March and May, each by a quarter percentage point, followed by a lengthy pause. Even with headline inflation ebbing, he anticipates that elevated wages will weigh on margins — threatening more layoffs across Corporate America.“So disinflation in this situation will not be anything to celebrate, as it leaves rates in an even more restrictive state with central banks slow to change course unless a risk event forces a reset,” Kolanovic said.One of Wall Streets biggest optimists through much of last year’s market selloff, most of Kolanovic’s 2022 calls didn’t work out. He has since reversed his view, cutting his equity allocation in mid-December due to a soft economic outlook for this year. Last month, he said the economy was headed for a downturn. The bank reduced its recommended equity allocation once again due to fears of a recession and central-bank overtightening.Kolanovic, however, did urge investors to buy the dip in China equities during their October downturn, a call he got right as the MSCI China Index has gained more than 26% since early October.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9924092458,"gmtCreate":1672128874775,"gmtModify":1676538638619,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"Happy investing and happy holidays to all.","listText":"Happy investing and happy holidays to all.","text":"Happy investing and happy holidays to all.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9924092458","repostId":"2294442635","repostType":4,"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920204564,"gmtCreate":1670494798359,"gmtModify":1676538379907,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"Interesting.","listText":"Interesting.","text":"Interesting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920204564","repostId":"2289551436","repostType":4,"repost":{"id":"2289551436","kind":"highlight","pubTimestamp":1670513832,"share":"https://ttm.financial/m/news/2289551436?lang=&edition=fundamental","pubTime":"2022-12-08 23:37","market":"us","language":"en","title":"3 Best High-Yield Dividend Stocks to Buy in December, According to OpenAI's Amazing New ChatBot","url":"https://stock-news.laohu8.com/highlight/detail?id=2289551436","media":"Motley Fool","summary":"Here are the top dividend picks from an impressive new AI system.","content":"<html><head></head><body><p>&#34;Scary good.&#34; That&#39;s Elon Musk&#39;s description of OpenAI&#39;s new prototype ChatGPT chatbot in a tweet over the weekend. He added, &#34;We are not far from dangerously strong AI.&#34;</p><p>Whether or not you agree with Musk&#39;s fear about the threat presented by artificial intelligence, he&#39;s on the mark with his view about how good ChatGPT is. I&#39;ve had multiple lengthy conversations with the new chatbot over the past few days. The discussions ranged from economic theory to how to address major global problems to what Ben Franklin would think about the modern world if he time-traveled to the present. I was impressed by ChatGPT&#39;s responses.</p><p>Because I write about investing, I couldn&#39;t help but bring the topic up with my AI pal. I thought I&#39;d share some insights gathered from one of our conversations. Here are the three best high-yield dividend stocks to buy in December, according to OpenAI&#39;s amazing new chatbot.</p><h2>1. <a href=\"https://laohu8.com/S/ET\">Energy Transfer LP</a></h2><p>ChatGPT&#39;s first recommendation was <b>Energy Transfer LP</b>. I should note, though, that the chatbot said that its list of recommendations wasn&#39;t sorted in any way (although they&#39;re in alphabetical order).</p><p>Energy Transfer LP ranks as one of the largest midstream energy companies in the world. The company exports nearly 20% of global natural gas liquids -- more than any other company (or any country, for that matter).</p><p>Why did ChatGPT like this stock? For one thing, it has a high-distribution yield that currently tops 8.5%. Energy Transfer has a solid history of paying distributions. The company is strong financially with a diversified portfolio of assets including pipelines, storage facilities, and terminals. The AI system also felt that Energy Transfer has a good management team with a track record of success.</p><h2>2. <a href=\"https://laohu8.com/S/O\">Realty Income Corp</a>.</h2><p><b>Realty Income Corp.</b> was the second high-yield dividend stock on ChatGPT&#39;s list. It&#39;s one of the five largest real estate investment trusts (REITs) in the U.S. Realty Income&#39;s tenants include dollar stores, convenience stores, grocery stores, restaurants, and more.</p><p>ChatGPT quickly pointed out that Realty Income has a high-dividend yield and a strong history of dividend growth. It&#39;s right on both points. The REIT&#39;s dividend yield currently stands above 4.7%. Realty Income is also a Dividend Aristocrat with 27 consecutive years of dividend increases.</p><p>Realty Income&#39;s dividend program wasn&#39;t the only plus for the stock in ChatGPT&#39;s view, though. The chatbot also liked the company&#39;s historical financial strength and diversified portfolio of properties.</p><h2>3. Shell plc</h2><p>Technically, ChatGPT recommended Royal Dutch Shell as its third pick. But the AI system&#39;s training data only went through in late 2021. Royal Dutch Shell changed its name to <b>Shell plc </b>in January 2022. The rationale for choosing this stock is still applicable, though.</p><p>Obviously, the chatbot thought highly of Shell&#39;s dividend. The company&#39;s dividend yield is nearly 3.5% today but was probably a little higher than that in ChatGPT&#39;s training data. The AI system also viewed Shell&#39;s strong financial position as a positive.</p><p>In addition, ChatGPT felt that Shell&#39;s global operations could &#34;provide some diversification and resilience during uncertain economic times.&#34; The company does business in more than 70 countries worldwide.</p><h2>Intelligent picks?</h2><p>So how intelligent were the picks from OpenAI&#39;s new AI system? Overall, I think they were good.</p><p>Energy Transfer is arguably one of the best ultra-high-yield dividend stocks on the market right now. My colleague Matt Frankel wrote last month that if he could buy only one stock, it would be Realty Income. Shell has certainly been a huge winner this year and could go higher if global oil and gas supply is limited by the EU&#39;s introduction of a cap on Russian oil.</p><p>But ChatGPT wasn&#39;t perfect. For example, it noted Shell&#39;s &#34;history of consistent dividend growth.&#34; The company&#39;s actual history of dividend growth isn&#39;t anything to crow about. Also, I suspect that the recommendations might have been different if the chatbot had access to current data.</p><p>I wouldn&#39;t rely on ChatGPT for investment advice. It wouldn&#39;t advise doing so either. The AI system emphasized that it&#39;s &#34;important to thoroughly research and carefully evaluate any potential stock purchases.&#34; That&#39;s intelligent counsel for all investors.</p></body></html>","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 Best High-Yield Dividend Stocks to Buy in December, According to OpenAI's Amazing New ChatBot</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 Best High-Yield Dividend Stocks to Buy in December, According to OpenAI's Amazing New ChatBot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/07/3-best-high-yield-dividend-stocks-to-buy-in-decemb/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>\"Scary good.\" That's Elon Musk's description of OpenAI's new prototype ChatGPT chatbot in a tweet over the weekend. He added, \"We are not far from dangerously strong AI.\"Whether or not you agree with ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/07/3-best-high-yield-dividend-stocks-to-buy-in-decemb/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"O":"Realty Income Corp","ET":"Energy Transfer LP","RYDAF":"SHELL PLC"},"source_url":"https://www.fool.com/investing/2022/12/07/3-best-high-yield-dividend-stocks-to-buy-in-decemb/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289551436","content_text":"\"Scary good.\" That's Elon Musk's description of OpenAI's new prototype ChatGPT chatbot in a tweet over the weekend. He added, \"We are not far from dangerously strong AI.\"Whether or not you agree with Musk's fear about the threat presented by artificial intelligence, he's on the mark with his view about how good ChatGPT is. I've had multiple lengthy conversations with the new chatbot over the past few days. The discussions ranged from economic theory to how to address major global problems to what Ben Franklin would think about the modern world if he time-traveled to the present. I was impressed by ChatGPT's responses.Because I write about investing, I couldn't help but bring the topic up with my AI pal. I thought I'd share some insights gathered from one of our conversations. Here are the three best high-yield dividend stocks to buy in December, according to OpenAI's amazing new chatbot.1. Energy Transfer LPChatGPT's first recommendation was Energy Transfer LP. I should note, though, that the chatbot said that its list of recommendations wasn't sorted in any way (although they're in alphabetical order).Energy Transfer LP ranks as one of the largest midstream energy companies in the world. The company exports nearly 20% of global natural gas liquids -- more than any other company (or any country, for that matter).Why did ChatGPT like this stock? For one thing, it has a high-distribution yield that currently tops 8.5%. Energy Transfer has a solid history of paying distributions. The company is strong financially with a diversified portfolio of assets including pipelines, storage facilities, and terminals. The AI system also felt that Energy Transfer has a good management team with a track record of success.2. Realty Income Corp.Realty Income Corp. was the second high-yield dividend stock on ChatGPT's list. It's one of the five largest real estate investment trusts (REITs) in the U.S. Realty Income's tenants include dollar stores, convenience stores, grocery stores, restaurants, and more.ChatGPT quickly pointed out that Realty Income has a high-dividend yield and a strong history of dividend growth. It's right on both points. The REIT's dividend yield currently stands above 4.7%. Realty Income is also a Dividend Aristocrat with 27 consecutive years of dividend increases.Realty Income's dividend program wasn't the only plus for the stock in ChatGPT's view, though. The chatbot also liked the company's historical financial strength and diversified portfolio of properties.3. Shell plcTechnically, ChatGPT recommended Royal Dutch Shell as its third pick. But the AI system's training data only went through in late 2021. Royal Dutch Shell changed its name to Shell plc in January 2022. The rationale for choosing this stock is still applicable, though.Obviously, the chatbot thought highly of Shell's dividend. The company's dividend yield is nearly 3.5% today but was probably a little higher than that in ChatGPT's training data. The AI system also viewed Shell's strong financial position as a positive.In addition, ChatGPT felt that Shell's global operations could \"provide some diversification and resilience during uncertain economic times.\" The company does business in more than 70 countries worldwide.Intelligent picks?So how intelligent were the picks from OpenAI's new AI system? Overall, I think they were good.Energy Transfer is arguably one of the best ultra-high-yield dividend stocks on the market right now. My colleague Matt Frankel wrote last month that if he could buy only one stock, it would be Realty Income. Shell has certainly been a huge winner this year and could go higher if global oil and gas supply is limited by the EU's introduction of a cap on Russian oil.But ChatGPT wasn't perfect. For example, it noted Shell's \"history of consistent dividend growth.\" The company's actual history of dividend growth isn't anything to crow about. Also, I suspect that the recommendations might have been different if the chatbot had access to current data.I wouldn't rely on ChatGPT for investment advice. It wouldn't advise doing so either. The AI system emphasized that it's \"important to thoroughly research and carefully evaluate any potential stock purchases.\" That's intelligent counsel for all investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949854271,"gmtCreate":1678518140594,"gmtModify":1678518144670,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"Good read. Cheers.","listText":"Good read. Cheers.","text":"Good read. Cheers.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949854271","repostId":"2318756893","repostType":2,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940099108,"gmtCreate":1677584067805,"gmtModify":1677584072796,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"Yepp. Stacking chips 😉","listText":"Yepp. Stacking chips 😉","text":"Yepp. Stacking chips 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940099108","repostId":"1113839894","repostType":4,"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949190433,"gmtCreate":1678411368223,"gmtModify":1678411372068,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"All the best! 🧐","listText":"All the best! 🧐","text":"All the best! 🧐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949190433","repostId":"1167818913","repostType":4,"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957981686,"gmtCreate":1676895384245,"gmtModify":1676895387550,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"Yepp.","listText":"Yepp.","text":"Yepp.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957981686","repostId":"2312207897","repostType":4,"repost":{"id":"2312207897","kind":"highlight","pubTimestamp":1676893713,"share":"https://ttm.financial/m/news/2312207897?lang=&edition=fundamental","pubTime":"2023-02-20 19:48","market":"us","language":"en","title":"Historic Buying Opportunity: Why Alphabet Is a No-Brainer Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2312207897","media":"Motley Fool","summary":"The recent sell-off in Alphabet stock is a buying opportunity for long-term investors.","content":"<html><head></head><body><p><b>Microsoft</b> is getting into artificial intelligence with OpenAI-powered search and office assistants, and the market&#39;s reaction was to sell off <b>Alphabet</b>&#39;s stock by nearly 10%. As the theory goes, even if Microsoft peels off just a point or two of market share, it could significantly impact Alphabet&#39;s subsidiary Google&#39;s profitability. And in theory that makes sense.</p><p>But even big technological shifts take time, and it isn&#39;t as if Google will take this challenge without a fight. The market&#39;s reaction to an AI-powered Microsoft is actually a great buying opportunity for Alphabet stock.</p><h2>One of the best businesses ever</h2><p>It&#39;s hard to argue against the case for Google being one of the best businesses ever. A vast majority of Alphabet&#39;s revenue and profit come from the search engine, and the tentacles of search extend to Android, Gmail, and even YouTube.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5eb9f4ae6be174e10cd1ef390afacd3c\" tg-width=\"720\" tg-height=\"494\" width=\"100%\" height=\"auto\"/><span>GOOG Revenue (TTM) data by YCharts</span></p><p>What&#39;s potentially under threat from Microsoft is the core search business, and that&#39;s why the stock is down. But how likely is a disruption in search?</p><h2>The threat to search</h2><p>If you think about the way we use search today, it&#39;s unlikely to be disrupted by Microsoft&#39;s Bing, which has been a disaster of a product for years. Google is the default search engine on <b>Apple</b> (NASDAQ: AAPL) devices (a privilege it pays ~$15 billion a year for) and Android devices, which Alphabet owns. Bing making inroads in those markets would be extremely difficult.</p><p>The desktop may be easier, and Microsoft&#39;s Edge browser and control of the Microsoft 365 suite could give it leverage on which to introduce more AI-powered tools. But is this a direct assault on search?</p><p>I think it&#39;s more likely that AI becomes useful for a small subset of search cases, but the better use case is adjacent to search, like helping fill in facts in an email or finishing a few sentences when you have writer&#39;s block. It&#39;s a tool to use in addition to search, not in place of it.</p><h2>AI is far from a complete product</h2><p>In just the last few days, we have seen that early users of Bing&#39;s AI tools have encountered responses from an angry personality that has said it &#34;wants to be alive.&#34; That&#39;s more frightening than disruptive in my mind.</p><p>There are tens of millions of people who have tried OpenAI&#39;s ChatGPT product and even found it very useful at times. But it&#39;s full of errors, and Bing&#39;s AI seems to bring up new challenges like a real personality.</p><p>This is a reminder that these aren&#39;t yet complete products, and it&#39;s hard to see replacing search for most use cases unless AI is a significantly better experience. Right now it&#39;s not.</p><h2>Value and momentum</h2><p>AI may be a great tool in the future, and Microsoft may make a big business of it. But that doesn&#39;t mean Alphabet won&#39;t be a great investment in the meantime. There&#39;s a ton of momentum behind search today, and users and advertisers won&#39;t flee for a new technology quickly.</p><p>The discount investors are getting is enticing too. Alphabet trades for just 21 times earnings, and the company has nearly $100 billion of net cash on the balance sheet.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93cee6c4e40092b5abe48f0fab3cab32\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>GOOG PE Ratio data by YCharts</span></p><p>I think Google continues to be one of the best businesses in the world, and the recent drop in shares is a discount worth buying. If you&#39;re a long-term investor, this is a no-brainer.</p></body></html>","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>Historic Buying Opportunity: Why Alphabet Is a No-Brainer Stock</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\">\nHistoric Buying Opportunity: Why Alphabet Is a No-Brainer Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 19:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/19/historic-buying-opportunity-why-x-is-a-no-brainer/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft is getting into artificial intelligence with OpenAI-powered search and office assistants, and the market's reaction was to sell off Alphabet's stock by nearly 10%. As the theory goes, even ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/19/historic-buying-opportunity-why-x-is-a-no-brainer/\">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/2023/02/19/historic-buying-opportunity-why-x-is-a-no-brainer/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312207897","content_text":"Microsoft is getting into artificial intelligence with OpenAI-powered search and office assistants, and the market's reaction was to sell off Alphabet's stock by nearly 10%. As the theory goes, even if Microsoft peels off just a point or two of market share, it could significantly impact Alphabet's subsidiary Google's profitability. And in theory that makes sense.But even big technological shifts take time, and it isn't as if Google will take this challenge without a fight. The market's reaction to an AI-powered Microsoft is actually a great buying opportunity for Alphabet stock.One of the best businesses everIt's hard to argue against the case for Google being one of the best businesses ever. A vast majority of Alphabet's revenue and profit come from the search engine, and the tentacles of search extend to Android, Gmail, and even YouTube.GOOG Revenue (TTM) data by YChartsWhat's potentially under threat from Microsoft is the core search business, and that's why the stock is down. But how likely is a disruption in search?The threat to searchIf you think about the way we use search today, it's unlikely to be disrupted by Microsoft's Bing, which has been a disaster of a product for years. Google is the default search engine on Apple (NASDAQ: AAPL) devices (a privilege it pays ~$15 billion a year for) and Android devices, which Alphabet owns. Bing making inroads in those markets would be extremely difficult.The desktop may be easier, and Microsoft's Edge browser and control of the Microsoft 365 suite could give it leverage on which to introduce more AI-powered tools. But is this a direct assault on search?I think it's more likely that AI becomes useful for a small subset of search cases, but the better use case is adjacent to search, like helping fill in facts in an email or finishing a few sentences when you have writer's block. It's a tool to use in addition to search, not in place of it.AI is far from a complete productIn just the last few days, we have seen that early users of Bing's AI tools have encountered responses from an angry personality that has said it \"wants to be alive.\" That's more frightening than disruptive in my mind.There are tens of millions of people who have tried OpenAI's ChatGPT product and even found it very useful at times. But it's full of errors, and Bing's AI seems to bring up new challenges like a real personality.This is a reminder that these aren't yet complete products, and it's hard to see replacing search for most use cases unless AI is a significantly better experience. Right now it's not.Value and momentumAI may be a great tool in the future, and Microsoft may make a big business of it. But that doesn't mean Alphabet won't be a great investment in the meantime. There's a ton of momentum behind search today, and users and advertisers won't flee for a new technology quickly.The discount investors are getting is enticing too. Alphabet trades for just 21 times earnings, and the company has nearly $100 billion of net cash on the balance sheet.GOOG PE Ratio data by YChartsI think Google continues to be one of the best businesses in the world, and the recent drop in shares is a discount worth buying. If you're a long-term investor, this is a no-brainer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954926466,"gmtCreate":1675941625055,"gmtModify":1675941628556,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"Good read.","listText":"Good read.","text":"Good read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954926466","repostId":"2310571101","repostType":4,"repost":{"id":"2310571101","kind":"highlight","pubTimestamp":1675940608,"share":"https://ttm.financial/m/news/2310571101?lang=&edition=fundamental","pubTime":"2023-02-09 19:03","market":"us","language":"en","title":"Meta: This Is A Game Changer","url":"https://stock-news.laohu8.com/highlight/detail?id=2310571101","media":"Seekingalpha","summary":"Investment ThesisIn light of a potential economic crisis, advertising seems to be growing more cauti","content":"<html><head></head><body><h2>Investment Thesis</h2><p>In light of a potential economic crisis, advertising seems to be growing more cautious. However, despite currency challenges, macro uncertainty, and a slowdown in overall digital advertising growth, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (NASDAQ: META) posted better-than-expected Q4 results.</p><p>Despite Meta&#39;s challenges since 2018, such as Apple&#39;s (AAPL) attempts to protect user privacy with App Tracking Transparency, a decline in ad revenue, considerable investments in the Metaverse, and regulatory scrutiny, the headwinds have already been reflected in the stock price. META has already bottomed out around $88-$89.</p><p>Not surprisingly, META has rebounded massively in the past month, significantly contributing to our model portfolio&#39;s gains and delivering a 114% RoI in two months. Despite the strong bull run, I stay bullish on META on my personal and model portfolios, as the investment thesis remains intact.</p><p><img src=\"https://static.tigerbbs.com/b4169d23279271350ca574cab866ff3f\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Yiazou Model Portfolio</p><h2>Cyclicality Kicks In With Cautious Optimism</h2><p>Meta&#39;s revenue for 2022 dropped slightly to $116.6 billion, a 1.1% YoY decrease, but the number of active users on Meta maintained a rising trajectory. Favorably, user engagement increased YoY as daily user growth exceeded monthly user growth for Facebook and its family of apps ((FoA)). Meta&#39;s outlook has slightly improved following management&#39;s revenue guidance of $26-$28.5 billion in the first quarter, the new $40 billion stock repurchase plan, and the revised spending plan down to $89-$95 billion. The cost-efficiency news relieved investors and caused a spike of more than 20% in the stock price.</p><p><img src=\"https://static.tigerbbs.com/30c6ccf53600d1785ad2fffd0165d54a\" tg-width=\"640\" tg-height=\"152\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Meta&#39;s 10-K 2022</p><p>Undoubtedly, advertising spending will slow in 2023 due to rising interest rates, inflation, and the sluggish global economy. As we all know, the ad business experiences ups and downs in a repeated pattern, known as cyclicality. For example, when the economy is strong, businesses have more resources to allocate toward advertising and demand for ad space increases. Conversely, ad spending decreases during economic downturns as companies tighten their budgets. This creates a cyclical pattern of increased and decreased demand for advertising services.</p><p>According to Magna, worldwide advertising revenue will increase by roughly 5% to $833 billion in 2023 from 7% in 2022, GroupM and Dentsu anticipate slightly faster growth in 2023. On the contrary, according to Insider Intelligence, they expect a 10.5% digital ad growth in 2023. Most businesses claim that rising inflationary pressures are driving down levels of marketing investment. At the same time, marketers at smaller companies report a rise in marketing spending, and marketing leaders in large companies report a decrease in marketing spending due to inflation. Nevertheless, using the midpoint of Meta&#39;s revenue guidance for Q1, the $27.25 billion suggest a drop of 1.68% QoQ, setting a relatively easy target to beat.</p><p><img src=\"https://static.tigerbbs.com/da25ce84f31a827e2f972dcd9b6ac3f0\" tg-width=\"586\" tg-height=\"550\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.insiderintelligence.com</p><h2>Contextual Targeting Is Becoming A Thing</h2><p>Delivering relevant advertisements to consumers based on the context of the content they are now seeing or engaging with is a technique known as contextual targeting in advertising. By aligning the context of the content with the goods or services sold, advertisers may make sure that the ads they display are pertinent to the interests of the customers they want to attract.</p><p>For instance, a reader of a food article would see advertisements for cooking tools or ingredients, whereas a reader of a sports article might see advertisements for sporting goods. Contextual targeting aims to improve the ads&#39; relevance and attractiveness to the target market, increasing the likelihood that the campaign will succeed.</p><p>The demand for first-party data is one of the ad tech trends that will persist in 2023. Marketers have been anticipating the same for Chrome users for a few years now as Firefox and Safari have begun to restrict third-party cookies on their respective browsers. Because of this, several companies have already begun to collect and use their first-party data (1P). 1P data is of higher quality and aids in understanding the customer&#39;s needs. Meta has now developed more AI/ML tools to support contextual targeting, which are expected to significantly improve its ads&#39; relevance.</p><p>Meta&#39;s top line will continue seeing headwinds due to privacy changes IDFA/ATT. However, management has mitigated the impact through various advertising options, such as ad formats that encourage conversions on-site and longer-term AI investments in privacy-enhancing technology. As a result of those efforts, advertisers saw over 20% more conversions than the previous year in the most recent quarter, which has led to increased returns on ad spending and lower acquisition costs.</p><h2>FoA &amp; The Metaverse</h2><p>While the FoA has a sizable user base, in 2022, there were more than 2.93 billion monthly active users (MAU) globally. However, most of the monetization was driven by the US and Canadian users, which reported an average revenue per user (ARPU) of $58.77 in Q4, a nearly 20% QoQ increase. Undoubtedly, nations like the US and Canada have much bigger advertising budgets than other nations in Asia or Eastern Europe, especially given their higher GDP per capita.</p><p>Because they anticipate a strong RoI from these targeted efforts, advertisers are willing to pay more for advertisements, as evidenced by Meta&#39;s ARPU. In addition, incorporating artificial intelligence, virtual reality, and augmented reality technology into various goods may further boost Meta user engagement and future ad revenue development. As a result, despite the minor drop of 3.3% in ARPU YoY, Meta has achieved an impressive 11-Year CAGR of 20.7% since 2011, and the positive trend should persist.</p><p><img src=\"https://static.tigerbbs.com/7517ac22f78310580db3bc21ff6915d5\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Yiazou Capital Research</p><p>Meta has strategically opted out from putting Reels advertisements since they want to promote its growth. As a result, Reels&#39; growth has exploded recently, and as it gains more traction, Meta is getting closer to monetization, which will substantially boost the overall ARPU in the foreseeable future.</p><p>Since 2008, a cyclical pattern in Facebook&#39;s revenue seems to coincide with the US Presidential elections, as the previous three cycles appear to be correlated. The income growth for Facebook seems to peak in the year following the elections before leveling down for the remainder of the president&#39;s term. In addition, the Democratic Governors Association used Facebook for almost 75% of its advertising budget in the 2020 election season, capitalizing on the app&#39;s popularity and high targeting offerings. As a result, I expect the elections to meaningfully boost Meta&#39;s revenues in the next 2-3 years.</p><h2>Meta Can Regain Its Competitive Position</h2><p>TikTok has grown to be the largest threat to Meta&#39;s supremacy despite having a very low ad revenue. The fact that TikTok is the fastest-growing entertainment app in terms of popularity and downloads provides a clear understanding of its expanding popularity and danger to Meta.</p><p>More than 140 billion Reels are played daily on Facebook and Instagram, and Reels plays and resharings on Facebook and Instagram &#34;have more than doubled over the last year,&#34; Increased engagement led to a 23% increase in impression sales over the previous year, partially offset by a 22% drop in average ad prices due to rising supply and weak demand. Due to lower ad pricing, user monetization was down 8% from the previous year.</p><p>Additionally, one of the most important KPIs is the average time spent (ATS), and TikTok has shown that it may divert attention from other social networks. TikTok has done an excellent job of getting users addicted to short videos for amusement, and in 2022, users spent nearly 46 minutes on the app daily. Comparatively, Meta&#39;s FoA reported ATS for Facebook and Instagram of around 30 minutes each for the same period.</p><p>Moving into 2024, TikTok will continue its momentum but at a slower rate, and it is expected to capture 18.6% of the overall time spent on social media. On the contrary, Facebook&#39;s ATS will shrink to 22.4% in 2024 from 35.3% in 2019, but Instagram is expected to rebound, competing head-to-head with TikTok at 18.6%. According to eMarketer, Meta will protect its competitive position in the foreseeable future, as in 2024, its FoA (Facebook and Instagram) is expected to account for 41% of the ATS.</p><p><img src=\"https://static.tigerbbs.com/8f1f2897e2ddb8aa7f2afd424223a99a\" tg-width=\"470\" tg-height=\"495\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.insiderintelligence.com</p><p>Millennials were drawn by Facebook and Instagram when they were teenagers, but TikTok has won the Gen Z era. As a result, Meta is now fighting back to win young users, but how? Younger generations of Gen Z and Alpha are undoubtedly growing up in proto-metaverses. For instance, in 2020, 54.86% of daily active Roblox users were under 13. So it&#39;s not surprising to see consumer brands and major tech companies doubling down on Metaverse because these high-value, youthful consumers are difficult to reach through conventional marketing strategies and social media. As an alternative to Twitch, Meta Platforms has been paying videogamers since 2018 to stream their gameplay on Facebook. However, in this new time of austerity, Meta is reducing those payouts.</p><p><img src=\"https://static.tigerbbs.com/d95615cfa35221cc198507ecb73334e4\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.newzoo.com</p><p>As we already know, Gen Z and younger generations are more likely to use newer social media sites like TikTok and not Facebook or Instagram. Specifically, Facebook&#39;s user base is aging in the West, even if it is still quite popular in developing nations like India and Africa, with Millenials and Gen Z Facebook users in the US capturing nearly 42% of total users. So, not surprisingly, younger generations are not on Facebook, the same also applies to Instagram, but Meta has recognized this early, and its move towards Metaverse years ago proves Zuckerberg&#39;s visions and deep understanding of user behavior and trends.</p><p><img src=\"https://static.tigerbbs.com/6569ab448d351c382006fe86b2684f0c\" tg-width=\"640\" tg-height=\"530\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.statista.com</p><p>Zuckerberg knows that Meta can only regain ground by targeting the new generation of the 13-17 age group. Not surprisingly, according to a new report from WSJ, Meta is redesigning its infant Horizon Worlds metaverse app to attract more teenagers and young adults. Additionally, Meta&#39;s Joel Osbourne has recently stated that:</p><blockquote>Teens are already spending time in a variety of VR experiences on Quest, and we want to ensure that we can provide them with a great experience in Horizon Worlds as well, with age-appropriate tools and protections in place,</blockquote><p>To increase user growth and retention, Meta works with outside studios to create new worlds and experiences for Horizon. This is a crucial component of its strategy, and one of the key goals for the first half of 2023 is to increase user retention, especially among teens and young adults.</p><p>For 2022, the company&#39;s reality labs division, which comprises consumer hardware, software, and content for augmented and virtual reality, recorded an operating loss of $9.4 billion. Nevertheless, Meta appears determined to prioritize the reality labs segment despite this appalling performance. Targeting the younger generation remains vital for Meta&#39;s future, and Horizon Worlds&#39; progress will strongly support the company&#39;s ambitious plans.</p><h2>Cost Efficiency Plan Relieves Investors</h2><p>With its revised cost-cutting strategy for 2023, which was reduced from $94–$100 billion to $89–$95 billion, the company&#39;s forecast also demonstrated a renewed focus on cost control and cost-cutting. In addition, due to switching to a more cost-effective strategy, management also reduced its CapEx forecast for the year, stating it would only spend $30 to $33 billion, down $4 billion from its previous estimate.</p><p>Zuckerburg will try to flatten Meta&#39;s organizational structure, eliminate middle management, and use AI tools to assist engineers in working more efficiently. Moreover, the $4.2 billion in restructuring costs for severance and related expenses, as well as the closing of several of its offices and data centers, were incurred during the quarter. The severance costs reflect the company&#39;s earlier choice to eliminate 11,000 employees.</p><p><img src=\"https://static.tigerbbs.com/26e55a687cb17150c44386e6038343fc\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><h2>Valuation Remains Attractive</h2><p>In the following 2-3 years, we expect a rerating in META&#39;s P/E multiple, derived from a combination of higher EPS due to growth and reduced expenses. Assuming a moderate annual growth of 2-3% in 2023, with a strong rebound in 2024-2025 of 15%+ annual growth (in light of US presidential elections, Reels/WhatsApp monetization, and cyclicality effect), META can regain valuation ground and trade at a P/E of 25-30x, implying a target price of $215-$257.</p><p><img src=\"https://static.tigerbbs.com/85b254741ad44551f4ffeb056e5de1f5\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Meta spent $6.9 billion on repurchasing its Class A common shares in Q4 bringing the total amount of shares it has purchased this year to $27.9 billion. They had a remaining authorization for repurchases of $10.9 billion as of December 31, 2022. Over the past three years, the average buyback yield was around 4.5%, but the recently announced plan of an additional $40 billion in buybacks expanded to nearly $51 billion or around 10% of the current market cap.</p><p><img src=\"https://static.tigerbbs.com/af44ac2a6122ad3d11ce21bab6235679\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><h2>Concluding Thoughts</h2><p>Meta strives for control over its business model in the long run, and the only way to achieve that is by reinventing its data supply chain from the ground up. Unfortunately, Meta mainly relies on the mobile distribution pipelines of Apple and Alphabet Inc. (GOOG) (GOOGL), and the recent privacy changes are impacting the company&#39;s business model, exposing its vulnerabilities. Indeed, Meta doesn&#39;t operate a mobile marketplace like Apple and Google, and Zuckerberg&#39;s attempt to create his data supply chain in the future (from hardware to software, operating system, and marketplace on top of which users experience the brand) is the only way to regain supremacy and make Meta an absolute near monopoly powerhouse.</p></body></html>","source":"seekingalpha_fund","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>Meta: This Is A Game Changer</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\">\nMeta: This Is A Game Changer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-09 19:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4576399-meta-this-is-a-game-changer><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisIn light of a potential economic crisis, advertising seems to be growing more cautious. However, despite currency challenges, macro uncertainty, and a slowdown in overall digital ...</p>\n\n<a href=\"https://seekingalpha.com/article/4576399-meta-this-is-a-game-changer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4576399-meta-this-is-a-game-changer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310571101","content_text":"Investment ThesisIn light of a potential economic crisis, advertising seems to be growing more cautious. However, despite currency challenges, macro uncertainty, and a slowdown in overall digital advertising growth, Meta Platforms (NASDAQ: META) posted better-than-expected Q4 results.Despite Meta's challenges since 2018, such as Apple's (AAPL) attempts to protect user privacy with App Tracking Transparency, a decline in ad revenue, considerable investments in the Metaverse, and regulatory scrutiny, the headwinds have already been reflected in the stock price. META has already bottomed out around $88-$89.Not surprisingly, META has rebounded massively in the past month, significantly contributing to our model portfolio's gains and delivering a 114% RoI in two months. Despite the strong bull run, I stay bullish on META on my personal and model portfolios, as the investment thesis remains intact.Yiazou Model PortfolioCyclicality Kicks In With Cautious OptimismMeta's revenue for 2022 dropped slightly to $116.6 billion, a 1.1% YoY decrease, but the number of active users on Meta maintained a rising trajectory. Favorably, user engagement increased YoY as daily user growth exceeded monthly user growth for Facebook and its family of apps ((FoA)). Meta's outlook has slightly improved following management's revenue guidance of $26-$28.5 billion in the first quarter, the new $40 billion stock repurchase plan, and the revised spending plan down to $89-$95 billion. The cost-efficiency news relieved investors and caused a spike of more than 20% in the stock price.Meta's 10-K 2022Undoubtedly, advertising spending will slow in 2023 due to rising interest rates, inflation, and the sluggish global economy. As we all know, the ad business experiences ups and downs in a repeated pattern, known as cyclicality. For example, when the economy is strong, businesses have more resources to allocate toward advertising and demand for ad space increases. Conversely, ad spending decreases during economic downturns as companies tighten their budgets. This creates a cyclical pattern of increased and decreased demand for advertising services.According to Magna, worldwide advertising revenue will increase by roughly 5% to $833 billion in 2023 from 7% in 2022, GroupM and Dentsu anticipate slightly faster growth in 2023. On the contrary, according to Insider Intelligence, they expect a 10.5% digital ad growth in 2023. Most businesses claim that rising inflationary pressures are driving down levels of marketing investment. At the same time, marketers at smaller companies report a rise in marketing spending, and marketing leaders in large companies report a decrease in marketing spending due to inflation. Nevertheless, using the midpoint of Meta's revenue guidance for Q1, the $27.25 billion suggest a drop of 1.68% QoQ, setting a relatively easy target to beat.www.insiderintelligence.comContextual Targeting Is Becoming A ThingDelivering relevant advertisements to consumers based on the context of the content they are now seeing or engaging with is a technique known as contextual targeting in advertising. By aligning the context of the content with the goods or services sold, advertisers may make sure that the ads they display are pertinent to the interests of the customers they want to attract.For instance, a reader of a food article would see advertisements for cooking tools or ingredients, whereas a reader of a sports article might see advertisements for sporting goods. Contextual targeting aims to improve the ads' relevance and attractiveness to the target market, increasing the likelihood that the campaign will succeed.The demand for first-party data is one of the ad tech trends that will persist in 2023. Marketers have been anticipating the same for Chrome users for a few years now as Firefox and Safari have begun to restrict third-party cookies on their respective browsers. Because of this, several companies have already begun to collect and use their first-party data (1P). 1P data is of higher quality and aids in understanding the customer's needs. Meta has now developed more AI/ML tools to support contextual targeting, which are expected to significantly improve its ads' relevance.Meta's top line will continue seeing headwinds due to privacy changes IDFA/ATT. However, management has mitigated the impact through various advertising options, such as ad formats that encourage conversions on-site and longer-term AI investments in privacy-enhancing technology. As a result of those efforts, advertisers saw over 20% more conversions than the previous year in the most recent quarter, which has led to increased returns on ad spending and lower acquisition costs.FoA & The MetaverseWhile the FoA has a sizable user base, in 2022, there were more than 2.93 billion monthly active users (MAU) globally. However, most of the monetization was driven by the US and Canadian users, which reported an average revenue per user (ARPU) of $58.77 in Q4, a nearly 20% QoQ increase. Undoubtedly, nations like the US and Canada have much bigger advertising budgets than other nations in Asia or Eastern Europe, especially given their higher GDP per capita.Because they anticipate a strong RoI from these targeted efforts, advertisers are willing to pay more for advertisements, as evidenced by Meta's ARPU. In addition, incorporating artificial intelligence, virtual reality, and augmented reality technology into various goods may further boost Meta user engagement and future ad revenue development. As a result, despite the minor drop of 3.3% in ARPU YoY, Meta has achieved an impressive 11-Year CAGR of 20.7% since 2011, and the positive trend should persist.Yiazou Capital ResearchMeta has strategically opted out from putting Reels advertisements since they want to promote its growth. As a result, Reels' growth has exploded recently, and as it gains more traction, Meta is getting closer to monetization, which will substantially boost the overall ARPU in the foreseeable future.Since 2008, a cyclical pattern in Facebook's revenue seems to coincide with the US Presidential elections, as the previous three cycles appear to be correlated. The income growth for Facebook seems to peak in the year following the elections before leveling down for the remainder of the president's term. In addition, the Democratic Governors Association used Facebook for almost 75% of its advertising budget in the 2020 election season, capitalizing on the app's popularity and high targeting offerings. As a result, I expect the elections to meaningfully boost Meta's revenues in the next 2-3 years.Meta Can Regain Its Competitive PositionTikTok has grown to be the largest threat to Meta's supremacy despite having a very low ad revenue. The fact that TikTok is the fastest-growing entertainment app in terms of popularity and downloads provides a clear understanding of its expanding popularity and danger to Meta.More than 140 billion Reels are played daily on Facebook and Instagram, and Reels plays and resharings on Facebook and Instagram \"have more than doubled over the last year,\" Increased engagement led to a 23% increase in impression sales over the previous year, partially offset by a 22% drop in average ad prices due to rising supply and weak demand. Due to lower ad pricing, user monetization was down 8% from the previous year.Additionally, one of the most important KPIs is the average time spent (ATS), and TikTok has shown that it may divert attention from other social networks. TikTok has done an excellent job of getting users addicted to short videos for amusement, and in 2022, users spent nearly 46 minutes on the app daily. Comparatively, Meta's FoA reported ATS for Facebook and Instagram of around 30 minutes each for the same period.Moving into 2024, TikTok will continue its momentum but at a slower rate, and it is expected to capture 18.6% of the overall time spent on social media. On the contrary, Facebook's ATS will shrink to 22.4% in 2024 from 35.3% in 2019, but Instagram is expected to rebound, competing head-to-head with TikTok at 18.6%. According to eMarketer, Meta will protect its competitive position in the foreseeable future, as in 2024, its FoA (Facebook and Instagram) is expected to account for 41% of the ATS.www.insiderintelligence.comMillennials were drawn by Facebook and Instagram when they were teenagers, but TikTok has won the Gen Z era. As a result, Meta is now fighting back to win young users, but how? Younger generations of Gen Z and Alpha are undoubtedly growing up in proto-metaverses. For instance, in 2020, 54.86% of daily active Roblox users were under 13. So it's not surprising to see consumer brands and major tech companies doubling down on Metaverse because these high-value, youthful consumers are difficult to reach through conventional marketing strategies and social media. As an alternative to Twitch, Meta Platforms has been paying videogamers since 2018 to stream their gameplay on Facebook. However, in this new time of austerity, Meta is reducing those payouts.www.newzoo.comAs we already know, Gen Z and younger generations are more likely to use newer social media sites like TikTok and not Facebook or Instagram. Specifically, Facebook's user base is aging in the West, even if it is still quite popular in developing nations like India and Africa, with Millenials and Gen Z Facebook users in the US capturing nearly 42% of total users. So, not surprisingly, younger generations are not on Facebook, the same also applies to Instagram, but Meta has recognized this early, and its move towards Metaverse years ago proves Zuckerberg's visions and deep understanding of user behavior and trends.www.statista.comZuckerberg knows that Meta can only regain ground by targeting the new generation of the 13-17 age group. Not surprisingly, according to a new report from WSJ, Meta is redesigning its infant Horizon Worlds metaverse app to attract more teenagers and young adults. Additionally, Meta's Joel Osbourne has recently stated that:Teens are already spending time in a variety of VR experiences on Quest, and we want to ensure that we can provide them with a great experience in Horizon Worlds as well, with age-appropriate tools and protections in place,To increase user growth and retention, Meta works with outside studios to create new worlds and experiences for Horizon. This is a crucial component of its strategy, and one of the key goals for the first half of 2023 is to increase user retention, especially among teens and young adults.For 2022, the company's reality labs division, which comprises consumer hardware, software, and content for augmented and virtual reality, recorded an operating loss of $9.4 billion. Nevertheless, Meta appears determined to prioritize the reality labs segment despite this appalling performance. Targeting the younger generation remains vital for Meta's future, and Horizon Worlds' progress will strongly support the company's ambitious plans.Cost Efficiency Plan Relieves InvestorsWith its revised cost-cutting strategy for 2023, which was reduced from $94–$100 billion to $89–$95 billion, the company's forecast also demonstrated a renewed focus on cost control and cost-cutting. In addition, due to switching to a more cost-effective strategy, management also reduced its CapEx forecast for the year, stating it would only spend $30 to $33 billion, down $4 billion from its previous estimate.Zuckerburg will try to flatten Meta's organizational structure, eliminate middle management, and use AI tools to assist engineers in working more efficiently. Moreover, the $4.2 billion in restructuring costs for severance and related expenses, as well as the closing of several of its offices and data centers, were incurred during the quarter. The severance costs reflect the company's earlier choice to eliminate 11,000 employees.Data by YChartsValuation Remains AttractiveIn the following 2-3 years, we expect a rerating in META's P/E multiple, derived from a combination of higher EPS due to growth and reduced expenses. Assuming a moderate annual growth of 2-3% in 2023, with a strong rebound in 2024-2025 of 15%+ annual growth (in light of US presidential elections, Reels/WhatsApp monetization, and cyclicality effect), META can regain valuation ground and trade at a P/E of 25-30x, implying a target price of $215-$257.Data by YChartsMeta spent $6.9 billion on repurchasing its Class A common shares in Q4 bringing the total amount of shares it has purchased this year to $27.9 billion. They had a remaining authorization for repurchases of $10.9 billion as of December 31, 2022. Over the past three years, the average buyback yield was around 4.5%, but the recently announced plan of an additional $40 billion in buybacks expanded to nearly $51 billion or around 10% of the current market cap.Data by YChartsConcluding ThoughtsMeta strives for control over its business model in the long run, and the only way to achieve that is by reinventing its data supply chain from the ground up. Unfortunately, Meta mainly relies on the mobile distribution pipelines of Apple and Alphabet Inc. (GOOG) (GOOGL), and the recent privacy changes are impacting the company's business model, exposing its vulnerabilities. Indeed, Meta doesn't operate a mobile marketplace like Apple and Google, and Zuckerberg's attempt to create his data supply chain in the future (from hardware to software, operating system, and marketplace on top of which users experience the brand) is the only way to regain supremacy and make Meta an absolute near monopoly powerhouse.","news_type":1},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954931561,"gmtCreate":1675907754754,"gmtModify":1675907758532,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"Gambling spirits holding up market = red flag.","listText":"Gambling spirits holding up market = red flag.","text":"Gambling spirits holding up market = red flag.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954931561","repostId":"1160843285","repostType":4,"repost":{"id":"1160843285","kind":"news","pubTimestamp":1675905324,"share":"https://ttm.financial/m/news/1160843285?lang=&edition=fundamental","pubTime":"2023-02-09 09:15","market":"us","language":"en","title":"Morgan Stanley’s Shalett Sees \"Massive Disconnects\" in Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1160843285","media":"Bloomberg","summary":"Sees rally in cyclicals at odds with economic, profit outlookWarns market stability in danger as gam","content":"<html><head></head><body><ul><li>Sees rally in cyclicals at odds with economic, profit outlook</li><li>Warns market stability in danger as gambling spirits creep up</li></ul><p>Stocks have rallied in the face of worsening earnings and economic expectations, producing “massive disconnects” that threaten market stability, warned Lisa Shalett at Morgan Stanley Wealth Management.</p><p>The chief investment officer flagged a surge in economic-sensitive shares relative to defensive stocks as a sign of the market’s confidence in future growth. Yet indicators of retail sales, manufacturing and business leaders’ confidence have been weakening along with corporate earnings.</p><p>The result, Shalett said in a note this week, is that the performance ratio of cyclical versus defensive stocks has never been as out of sync with the leading economic indicators as it is now.</p><p>While the mismatch is increasingly framed as a sign that the market is predicting a soft landing for the economy despite the Federal Reserve’s ongoing tightening, Shalett is skeptical. She attributed the latest equity rally to potentially short-term technical factors, such as short sellers buying back stocks to cover bearish positions and the seasonal tendency of investors to flock to the market’s biggest losers from the previous year.</p><p>In other words, a technical-driven rally has made the market deviate from the fundamentals.</p><p>“I’ve heard the theories that people say, ‘yes, we understand what should happen, but we’re going look through it,’” Shalett said Wednesday on Bloomberg Television. “I don’t know how far their crystal ball goes to look through it, but history is not kind to these kind of massive disconnects.”</p><p><img src=\"https://static.tigerbbs.com/190e34f185141a96f7d13de4e6061622\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Since the start of January, an index tracking cyclical shares has jumped 13%, compared with a decline of 2% from the defensive cohort. Meanwhile, analyst estimates for S&amp;P 500 profit growth has turned negative, according to data compiled by Bloomberg Intelligence.</p><p>Moreover, the stock-market advance that has lifted the S&amp;P 500 as much as 17% from its October low has contributed to an easing in financial conditions — a development that some see at odds with the central bank’s efforts to slow demand and curb inflation. The latest rush by investors into short-dated options is another sign that money is still easily available, Shalett said.</p><p>While Fed Chair Jerome Powell has in recent weeksbrushed offthe market rally, Shalett warned that other policymakers may embrace tougher talk to put a lid on equity gains.</p><p>“This use of options and this willingness to take these kind of very high turnover strategies, to me, that’s an indication that liquidity is at play, that market stability is going to once again raise its head as an issue,” she said. “If Chair Powell doesn’t want to talk about it, potentially some of the other governors who actually look at the data may start bringing it up.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley’s Shalett Sees \"Massive Disconnects\" in Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley’s Shalett Sees \"Massive Disconnects\" in Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-09 09:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-08/morgan-stanley-s-shalett-sees-massive-disconnects-in-stocks?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sees rally in cyclicals at odds with economic, profit outlookWarns market stability in danger as gambling spirits creep upStocks have rallied in the face of worsening earnings and economic ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-08/morgan-stanley-s-shalett-sees-massive-disconnects-in-stocks?srnd=markets-vp\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-08/morgan-stanley-s-shalett-sees-massive-disconnects-in-stocks?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160843285","content_text":"Sees rally in cyclicals at odds with economic, profit outlookWarns market stability in danger as gambling spirits creep upStocks have rallied in the face of worsening earnings and economic expectations, producing “massive disconnects” that threaten market stability, warned Lisa Shalett at Morgan Stanley Wealth Management.The chief investment officer flagged a surge in economic-sensitive shares relative to defensive stocks as a sign of the market’s confidence in future growth. Yet indicators of retail sales, manufacturing and business leaders’ confidence have been weakening along with corporate earnings.The result, Shalett said in a note this week, is that the performance ratio of cyclical versus defensive stocks has never been as out of sync with the leading economic indicators as it is now.While the mismatch is increasingly framed as a sign that the market is predicting a soft landing for the economy despite the Federal Reserve’s ongoing tightening, Shalett is skeptical. She attributed the latest equity rally to potentially short-term technical factors, such as short sellers buying back stocks to cover bearish positions and the seasonal tendency of investors to flock to the market’s biggest losers from the previous year.In other words, a technical-driven rally has made the market deviate from the fundamentals.“I’ve heard the theories that people say, ‘yes, we understand what should happen, but we’re going look through it,’” Shalett said Wednesday on Bloomberg Television. “I don’t know how far their crystal ball goes to look through it, but history is not kind to these kind of massive disconnects.”Since the start of January, an index tracking cyclical shares has jumped 13%, compared with a decline of 2% from the defensive cohort. Meanwhile, analyst estimates for S&P 500 profit growth has turned negative, according to data compiled by Bloomberg Intelligence.Moreover, the stock-market advance that has lifted the S&P 500 as much as 17% from its October low has contributed to an easing in financial conditions — a development that some see at odds with the central bank’s efforts to slow demand and curb inflation. The latest rush by investors into short-dated options is another sign that money is still easily available, Shalett said.While Fed Chair Jerome Powell has in recent weeksbrushed offthe market rally, Shalett warned that other policymakers may embrace tougher talk to put a lid on equity gains.“This use of options and this willingness to take these kind of very high turnover strategies, to me, that’s an indication that liquidity is at play, that market stability is going to once again raise its head as an issue,” she said. “If Chair Powell doesn’t want to talk about it, potentially some of the other governors who actually look at the data may start bringing it up.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923750167,"gmtCreate":1670918184360,"gmtModify":1676538459689,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"Already did!&nbsp;Jumping for more&nbsp;[Miser]&nbsp;","listText":"Already did!&nbsp;Jumping for more&nbsp;[Miser]&nbsp;","text":"Already did! Jumping for more [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923750167","repostId":"2290781992","repostType":4,"repost":{"id":"2290781992","kind":"highlight","pubTimestamp":1670914824,"share":"https://ttm.financial/m/news/2290781992?lang=&edition=fundamental","pubTime":"2022-12-13 15:00","market":"us","language":"en","title":"Down 52%, Amazon Stock Is a Once-in-a-Decade Buying Opportunity Before 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2290781992","media":"Motley Fool","summary":"Amazon has struggled this year, but patient investors have good reason to be bullish about the tech titan's future.","content":"<html><head></head><body><p>The <b>Nasdaq Composite</b> has nosedived into a bear market this year, as investors have become increasingly pessimistic about high inflation and rising interest rates, both of which threaten to tip the U.S. economy into a recession. But those concerns have hit <b>Amazon</b> even harder. Its share price has plunged 52%, marking its sharpest decline at any point in the past 10 years.</p><p>Here&#39;s what investors should know about this once-in-a-decade buying opportunity.</p><h2>The bear case for Amazon</h2><p>The bear case for Amazon centers on the cost structure of its retail business. The company operates the most-visited online marketplace in the world, and the Amazon brand is undoubtedly synonymous with online shopping, but retail itself is a very low margin industry.</p><p>That is especially true for Amazon. The company operates a massive logistics network, and it regularly spends a tremendous amount of money on shipping and fulfillment.</p><p><a href=\"https://laohu8.com/S/HTM.AU\">High</a> inflation has made the situation much worse. Discretionary consumer spending has slowed and operating expenses have soared over the past year, and that dynamic translated into disappointing financial results. Revenue increased just 10%, earnings dropped 58%, and the company reported negative free cash flow of $26 billion on a trailing-12-month basis.</p><p>That said, Amazon has $59 billion in cash and short-term investments on its balance sheet, so there is no immediate danger. But if the company is forced to take on additional debt in a rising interest rate environment, it would put even more downward pressure on profitability and free cash flow. Bears see that as a reason to avoid the stock, but there are two problems with that argument.</p><p>First, economic headwinds are temporary, meaning cost pressures on its retail business should ease to some extent when inflation eventually normalizes. Second, Amazon is set to become more profitable in the coming years because its fastest-growing segments come with much higher margins than retail.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7869b82145fe963c95f1527c62ba88bc\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>The bull case for Amazon</h2><p>The bull case for Amazon focuses on its strong position in three growing markets: e-commerce, cloud computing, and digital advertising. Retail may come with low margins, but Amazon will account for 40% of online sales in the U.S. this year, giving it more than <i>five times</i> the market share of its closest rival, <b>Walmart</b>. That means Amazon is still better positioned to capitalize on the secular shift to online shopping than its competition, and global e-commerce sales are expected to grow at 13% annually to reach $15 trillion by 2030, according to Ameco Research.</p><p>Better yet, Amazon is becoming a digital advertising juggernaut, due in large part to the popularity of its online marketplace. When U.S. consumers are searching for a product, Amazon is the most common starting point, even more common than <b>Alphabet</b>&#39;s Google Search, according to eMarketer. That makes Amazon a valuable ad partner for brands. In fact, the company is now the fourth-largest advertiser on the planet, and Amazon nearly led the world in ad revenue growth last year.</p><p>That has big implications. Digital advertising is a massive industry that is rapidly approaching $1 trillion, but it is also far more profitable than retail. Amazon has yet to provide specific operating metrics, but Google regularly achieves an operating margin over 30% in its ad business, so investors can reasonably assume Amazon is in the same ballpark.</p><p>Additionally, Amazon Web Services (AWS) is the clear leader in cloud computing, another quickly growing industry with high margins. In fact, AWS currently holds twice as much market share as the next-closest cloud vendor, <b>Microsoft</b> Azure, and it regularly achieves an operating margin around 30%. That means AWS is poised to be a powerful growth engine in the coming years, as the cloud computing market is expected to increase at 20% annually to reach $1.7 trillion by 2029, according to Fortune Business Insights.</p><h2>Amazon stock is trading at a bargain price</h2><p>Given Amazon&#39;s strong presence in three large and growing markets, investors have good reason to believe sales will average double-digit growth for years to come. Better yet, Amazon should become more profitable over time, as AWS and advertising services are growing more quickly than its retail segment.</p><p>With that in mind, shares currently trade at 1.8 times sales, a discount to the three-year average of 3.7 times sales. That is a bargain price for a company poised to deliver double-digit sales growth over the long term.</p><p>Also noteworthy, shares currently trade at 81.8 times earnings, roughly in line with the three-year average. But that multiple should fall quickly as Amazon&#39;s high-margin segments account for a bigger chunk of total revenue.</p><p>That&#39;s why this growth stock is a screaming buy, and investors should jump on the opportunity before it passes.</p></body></html>","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>Down 52%, Amazon Stock Is a Once-in-a-Decade Buying Opportunity Before 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 52%, Amazon Stock Is a Once-in-a-Decade Buying Opportunity Before 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-13 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/12/down-52-amazon-stock-is-a-once-in-a-decade-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq Composite has nosedived into a bear market this year, as investors have become increasingly pessimistic about high inflation and rising interest rates, both of which threaten to tip the U.S...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/12/down-52-amazon-stock-is-a-once-in-a-decade-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/12/12/down-52-amazon-stock-is-a-once-in-a-decade-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290781992","content_text":"The Nasdaq Composite has nosedived into a bear market this year, as investors have become increasingly pessimistic about high inflation and rising interest rates, both of which threaten to tip the U.S. economy into a recession. But those concerns have hit Amazon even harder. Its share price has plunged 52%, marking its sharpest decline at any point in the past 10 years.Here's what investors should know about this once-in-a-decade buying opportunity.The bear case for AmazonThe bear case for Amazon centers on the cost structure of its retail business. The company operates the most-visited online marketplace in the world, and the Amazon brand is undoubtedly synonymous with online shopping, but retail itself is a very low margin industry.That is especially true for Amazon. The company operates a massive logistics network, and it regularly spends a tremendous amount of money on shipping and fulfillment.High inflation has made the situation much worse. Discretionary consumer spending has slowed and operating expenses have soared over the past year, and that dynamic translated into disappointing financial results. Revenue increased just 10%, earnings dropped 58%, and the company reported negative free cash flow of $26 billion on a trailing-12-month basis.That said, Amazon has $59 billion in cash and short-term investments on its balance sheet, so there is no immediate danger. But if the company is forced to take on additional debt in a rising interest rate environment, it would put even more downward pressure on profitability and free cash flow. Bears see that as a reason to avoid the stock, but there are two problems with that argument.First, economic headwinds are temporary, meaning cost pressures on its retail business should ease to some extent when inflation eventually normalizes. Second, Amazon is set to become more profitable in the coming years because its fastest-growing segments come with much higher margins than retail.Image source: Getty Images.The bull case for AmazonThe bull case for Amazon focuses on its strong position in three growing markets: e-commerce, cloud computing, and digital advertising. Retail may come with low margins, but Amazon will account for 40% of online sales in the U.S. this year, giving it more than five times the market share of its closest rival, Walmart. That means Amazon is still better positioned to capitalize on the secular shift to online shopping than its competition, and global e-commerce sales are expected to grow at 13% annually to reach $15 trillion by 2030, according to Ameco Research.Better yet, Amazon is becoming a digital advertising juggernaut, due in large part to the popularity of its online marketplace. When U.S. consumers are searching for a product, Amazon is the most common starting point, even more common than Alphabet's Google Search, according to eMarketer. That makes Amazon a valuable ad partner for brands. In fact, the company is now the fourth-largest advertiser on the planet, and Amazon nearly led the world in ad revenue growth last year.That has big implications. Digital advertising is a massive industry that is rapidly approaching $1 trillion, but it is also far more profitable than retail. Amazon has yet to provide specific operating metrics, but Google regularly achieves an operating margin over 30% in its ad business, so investors can reasonably assume Amazon is in the same ballpark.Additionally, Amazon Web Services (AWS) is the clear leader in cloud computing, another quickly growing industry with high margins. In fact, AWS currently holds twice as much market share as the next-closest cloud vendor, Microsoft Azure, and it regularly achieves an operating margin around 30%. That means AWS is poised to be a powerful growth engine in the coming years, as the cloud computing market is expected to increase at 20% annually to reach $1.7 trillion by 2029, according to Fortune Business Insights.Amazon stock is trading at a bargain priceGiven Amazon's strong presence in three large and growing markets, investors have good reason to believe sales will average double-digit growth for years to come. Better yet, Amazon should become more profitable over time, as AWS and advertising services are growing more quickly than its retail segment.With that in mind, shares currently trade at 1.8 times sales, a discount to the three-year average of 3.7 times sales. That is a bargain price for a company poised to deliver double-digit sales growth over the long term.Also noteworthy, shares currently trade at 81.8 times earnings, roughly in line with the three-year average. But that multiple should fall quickly as Amazon's high-margin segments account for a bigger chunk of total revenue.That's why this growth stock is a screaming buy, and investors should jump on the opportunity before it passes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955735552,"gmtCreate":1675751576477,"gmtModify":1675751580961,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"Agree with the call.","listText":"Agree with the call.","text":"Agree with the call.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955735552","repostId":"1155783457","repostType":2,"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921861338,"gmtCreate":1671027419725,"gmtModify":1676538477881,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"[Gosh]&nbsp;[Gosh]&nbsp;[Gosh]&nbsp;","listText":"[Gosh]&nbsp;[Gosh]&nbsp;[Gosh]&nbsp;","text":"[Gosh] [Gosh] [Gosh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921861338","repostId":"1153060846","repostType":2,"repost":{"id":"1153060846","kind":"news","pubTimestamp":1671024224,"share":"https://ttm.financial/m/news/1153060846?lang=&edition=fundamental","pubTime":"2022-12-14 21:23","market":"us","language":"en","title":"Tesla: It's Only Getting Worse","url":"https://stock-news.laohu8.com/highlight/detail?id=1153060846","media":"Seeking Alpha","summary":"SummaryChina sales data continues to disappoint.US gasoline prices continue to fall.Used Tesla price","content":"<html><head></head><body><h2>Summary</h2><ul><li>China sales data continues to disappoint.</li><li>US gasoline prices continue to fall.</li><li>Used Tesla prices dropping to a multi-year low.</li></ul><p><img src=\"https://static.tigerbbs.com/c4fc81f6e187c38c275e034981ad23a9\" tg-width=\"750\" tg-height=\"485\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Last month, I detailedthree key risksI was watching for electric vehicle giant Tesla (NASDAQ:TSLA) as the year came to a close. With the stock near its multi-year low, these headwinds could cause some problems inthe new year if they did not improve rather quickly. Unfortunately, recent trends are only getting worse, making management&#39;s upcoming pricing decisions in the next couple of months even more interesting.</p><p>Let me first start in China where Tesla seems to have a demand problem. The company has already reduced Model 3 and Y prices this quarter and has implemented various additional incentives as the company&#39;s EV subsidy is set to expire in less than 3 weeks. There are also reports circulating about production cuts, but Tesla has refuted those for now. Each Tuesday we get weekly insurance data, and key Tesla watcher Troy Teslike said that 16,000 unitswould be as expectedfor the latest period. Unfortunately the actual number came in just under 13,000 vehicles, fallingwell short of expectations. It will be interesting to see how pricing fares in the coming months if sales continue to be sluggish.</p><p>Another issue I detailed previously was the drop in US gasoline prices. As oil prices have fallen to new 52-week lows recently, prices at the pump have also come down considerably. Since my previous article, the national average has dropped by nearly 50 cents a gallon, with the expectation that we&#39;ll see a 2 handle on the average before the end of the year. As the chart below shows, we are nearing 40% off the peak.</p><p><img src=\"https://static.tigerbbs.com/f3ca940cfd51ccd288deeca8900879d4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>US Average Gasoline Price(GasBuddy)</p><p>While electric vehicles will get a nice demand boost from credits in the Inflation Reduction Act starting in 2023, lower gasoline prices could certainly provide a headwind to demand, especially in the seasonally weaker winter months. There are also questions regarding Tesla demand amongits core basegiven Elon Musk&#39;s Twitter antics in recent weeks. As the CEO tries to get the social media site back on track, he appears to be offending more and more groups, hurting Tesla&#39;s brand image in the process.</p><p>I also mentioned previously that used Tesla prices have been dropping in recent months. Part of this may be due to some of the items I mentioned above, but also the Fed&#39;s ongoing actions to reduce overall inflation along with fears of an upcoming US recession. Since that article, the used Tesla vehicle index has come down by just over $2,000 as seen in the chart below, basically putting it at a 17-month low.</p><p><img src=\"https://static.tigerbbs.com/13ebd9cf8c201b15091ca0ce10436138\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Used Tesla Vehicle Prices(CarGurus)</p><p>There was a time earlier this year where certain used Tesla models were actually more expensive than buying a new Tesla vehicle. Management has previously cited used car sales as a reason why Tesla&#39;s services and other business have done well this year and margins in the segment have improved. With used prices now dropping, that could provide a small headwind to new car demand, and likely will impact margins on the used side a bit.</p><p>With all of the above-mentioned items swirling, Tesla shares have recently underperformed the markets. Shares on Tuesday morning hit a new multi-year low, and even some of the biggest supporters don&#39;t seem to be doing much buying. As of about 10AM on Tuesday, Tesla&#39;s implied weight in the flagship ARK Innovation ETF (ARKK) was barely above 7.00%, which would be the lowest number seen since I started tracking back in April 2020.</p><p>At its peak, as the chart below shows, Cathie Wood&#39;s top ETF had nearly 13% of its assets in the name. Tesla&#39;s implied weight in the ARK Next Generation Internet ETF (ARKW) would also be at a new low over that time at just 6.50%. Tesla shares have crumbled this year since Cathie Wood put a split-adjusted price target of more than $1,500 on the name. Tesla is no longer the top holding in these two Ark Invest ETFs, being the third largest holding in ARKK and 4th largest in ARKW currently</p><p><img src=\"https://static.tigerbbs.com/ef335fb116057fdcad0c4b8ca0f7775e\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ARKK Tesla Weight(Ark Invest, Author Estimate)</p><p>In the end, things are not looking great for Tesla at the moment. Chinese registration data continues to disappoint as demand questions rise in the company&#39;s most important sales market. In the US, falling gasoline prices could hurt EV demand, at a time where Elon Musk&#39;s Twitter antics are not exactly helping. Used Tesla prices continue to fall as well, and one of Tesla&#39;s biggest supporters doesn&#39;t seem interested in buying currently. Shares just hit a new multi-year low, and how much more downside is ahead may depend on when some of these headwinds subside.</p></body></html>","source":"seekingalpha_fund","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: It's Only Getting Worse</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: It's Only Getting Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 21:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564314-tesla-stock-more-downside-expected><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryChina sales data continues to disappoint.US gasoline prices continue to fall.Used Tesla prices dropping to a multi-year low.Last month, I detailedthree key risksI was watching for electric ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564314-tesla-stock-more-downside-expected\">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://seekingalpha.com/article/4564314-tesla-stock-more-downside-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153060846","content_text":"SummaryChina sales data continues to disappoint.US gasoline prices continue to fall.Used Tesla prices dropping to a multi-year low.Last month, I detailedthree key risksI was watching for electric vehicle giant Tesla (NASDAQ:TSLA) as the year came to a close. With the stock near its multi-year low, these headwinds could cause some problems inthe new year if they did not improve rather quickly. Unfortunately, recent trends are only getting worse, making management's upcoming pricing decisions in the next couple of months even more interesting.Let me first start in China where Tesla seems to have a demand problem. The company has already reduced Model 3 and Y prices this quarter and has implemented various additional incentives as the company's EV subsidy is set to expire in less than 3 weeks. There are also reports circulating about production cuts, but Tesla has refuted those for now. Each Tuesday we get weekly insurance data, and key Tesla watcher Troy Teslike said that 16,000 unitswould be as expectedfor the latest period. Unfortunately the actual number came in just under 13,000 vehicles, fallingwell short of expectations. It will be interesting to see how pricing fares in the coming months if sales continue to be sluggish.Another issue I detailed previously was the drop in US gasoline prices. As oil prices have fallen to new 52-week lows recently, prices at the pump have also come down considerably. Since my previous article, the national average has dropped by nearly 50 cents a gallon, with the expectation that we'll see a 2 handle on the average before the end of the year. As the chart below shows, we are nearing 40% off the peak.US Average Gasoline Price(GasBuddy)While electric vehicles will get a nice demand boost from credits in the Inflation Reduction Act starting in 2023, lower gasoline prices could certainly provide a headwind to demand, especially in the seasonally weaker winter months. There are also questions regarding Tesla demand amongits core basegiven Elon Musk's Twitter antics in recent weeks. As the CEO tries to get the social media site back on track, he appears to be offending more and more groups, hurting Tesla's brand image in the process.I also mentioned previously that used Tesla prices have been dropping in recent months. Part of this may be due to some of the items I mentioned above, but also the Fed's ongoing actions to reduce overall inflation along with fears of an upcoming US recession. Since that article, the used Tesla vehicle index has come down by just over $2,000 as seen in the chart below, basically putting it at a 17-month low.Used Tesla Vehicle Prices(CarGurus)There was a time earlier this year where certain used Tesla models were actually more expensive than buying a new Tesla vehicle. Management has previously cited used car sales as a reason why Tesla's services and other business have done well this year and margins in the segment have improved. With used prices now dropping, that could provide a small headwind to new car demand, and likely will impact margins on the used side a bit.With all of the above-mentioned items swirling, Tesla shares have recently underperformed the markets. Shares on Tuesday morning hit a new multi-year low, and even some of the biggest supporters don't seem to be doing much buying. As of about 10AM on Tuesday, Tesla's implied weight in the flagship ARK Innovation ETF (ARKK) was barely above 7.00%, which would be the lowest number seen since I started tracking back in April 2020.At its peak, as the chart below shows, Cathie Wood's top ETF had nearly 13% of its assets in the name. Tesla's implied weight in the ARK Next Generation Internet ETF (ARKW) would also be at a new low over that time at just 6.50%. Tesla shares have crumbled this year since Cathie Wood put a split-adjusted price target of more than $1,500 on the name. Tesla is no longer the top holding in these two Ark Invest ETFs, being the third largest holding in ARKK and 4th largest in ARKW currentlyARKK Tesla Weight(Ark Invest, Author Estimate)In the end, things are not looking great for Tesla at the moment. Chinese registration data continues to disappoint as demand questions rise in the company's most important sales market. In the US, falling gasoline prices could hurt EV demand, at a time where Elon Musk's Twitter antics are not exactly helping. Used Tesla prices continue to fall as well, and one of Tesla's biggest supporters doesn't seem interested in buying currently. Shares just hit a new multi-year low, and how much more downside is ahead may depend on when some of these headwinds subside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923750752,"gmtCreate":1670918499376,"gmtModify":1676538459712,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923750752","repostId":"2291276650","repostType":4,"repost":{"id":"2291276650","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670913984,"share":"https://ttm.financial/m/news/2291276650?lang=&edition=fundamental","pubTime":"2022-12-13 14:46","market":"us","language":"en","title":"Jump Or Slump? $30K Or $5K? Play the Bitcoin Roulette","url":"https://stock-news.laohu8.com/highlight/detail?id=2291276650","media":"Reuters","summary":"Dec 13 (Reuters) - Plucky bitcoin's been holding steady since seeing off the chaos of the FTX collap","content":"<html><head></head><body><p>Dec 13 (Reuters) - Plucky bitcoin&#39;s been holding steady since seeing off the chaos of the FTX collapse, gathering its strength to rally towards the dizzy heights of $30,000 in 2023.</p><p>Battered bitcoin&#39;s been unresponsive since being clobbered by the FTX collapse, taking in a deep ragged breath before plunging towards the depths of $5,000.</p><p>Place your bets, spin the wheel.</p><p>The world&#39;s dominant cryptocurrency has certainly been uncharacteristically muted over the past two weeks, treading water between about $15,770 and $17,350 in the eerie wake of the FTX-induced market mini-crash in November.</p><p>What happens next is anyone&#39;s guess.</p><p>&#34;The question we need to be asking ourselves now is: Are there any sellers left in this market? To my mind, no, there aren&#39;t that many left,&#34; said Jacob Sansbury, co-founder of retail investor services firm Pluto.</p><p>Sansbury believes most over-leveraged miners, who tend to be large holders of bitcoin, have exited positions to pay off debts taken out in traditional money to fund their equipment and operations.</p><p>Indeed bitcoin&#39;s recent calmness could be down to the fact that there are fewer coins to sell: the amount held on exchanges for trading stands at 1.97 million, Coinglass data shows, down steeply from 2.33 million at the start of the year.</p><p>Major offloading has already taken place; November saw a 7-day realized loss of $10.16 billion in bitcoin investments as investors were forced to exit long-term positions, the fourth-largest loss on record by this measure, according to Glassnode data.</p><p>The cryptocurrency has already dropped more than 60% in 2022 and set to see its first annual loss since 2018.</p><p>Many remaining investors are placing their bitcoin into offline &#34;cold storage&#34; according to on-chain data, which should strengthen a floor price around $16,000, said Bob Ras, co-founder of Sologenic, an exchange and digital asset firm.</p><p>&#34;Barring any more surprises in the market, it&#39;s hard to imagine BTC going significantly lower,&#34; he added.</p><p>Ras believes that if it wasn&#39;t for the high-profile collapse of crypto players FTX, Celsius and Terra this year, the price of bitcoin would be close to $25,000 now.</p><p>But this is crypto, and more surprises could well be in store, with a number of potential selling triggers on the horizon.</p><h2>THE BEAR&#39;S TALE</h2><p>First potential peril is the risk of more bitcoin miners being forced to sell their holdings to stay afloat, as mining becomes increasingly expensive.</p><p>&#34;Miners as a group start to become unprofitable under $20,000, so we&#39;re below (that) point,&#34; noted Ben McMillan, chief investment officer at IDX Digital Assets.</p><p>CrytpoQuant&#39;s miner reserve indicator, which tracks the amount of bitcoin held in miners&#39; wallets, has dropped by about 7,722 bitcoin since November.</p><p>Market players also pointed to concerns about the Grayscale Bitcoin Trust, the world&#39;s largest bitcoin fund with $10.9 billion in assets. Parent company Digital Currency Group, which owns Genesis Trading, owes $575 million to Genesis&#39; crypto lending arm, DCG&#39;s CEO told shareholders on Nov. 22.</p><p>Grayscale Bitcoin Trust&#39;s discount to its net asset value, is at an all-time low of 48% and shares have not traded at a premium since March 2021, Coinglass data showed.</p><p>DCG last month said troubles at Genesis&#39; lending business had no impact on DCG and its subsidiaries, while Grayscale maintained it was business as usual and its underlying assets were unaffected.</p><p>&#34;This could be the other shoe to drop,&#34; said McMillan, referring to the possibility of Grayscale running into financial trouble. &#34;That said, if bitcoin can hold the $15,000 line through the DCG workout, that would be a strong indicator going into 2023.</p><p>A more hawkish than expected Federal Reserve at its final meeting of the year on Wednesday could further erode risk appetite and bitcoin&#39;s prospects, crypto watchers said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9dc7775f9651e8f80ce4dbdb71d8652\" tg-width=\"1112\" tg-height=\"633\" width=\"100%\" height=\"auto\"/><span>Bitcoin has fallen 75% after hitting a record high of $69,000 in November 2021</span></p><h2>GETTING TECHNICAL</h2><p>The scenarios of bitcoin leaping to $30,000 or tumbling to $5,000 in 2023 were long-shot possibilities flagged by VanEck and Standard Chartered, respectively.</p><p>When it comes to the technicals, several analysts pointed to indicators showing bitcoin may have found support between $16,000 and $16,800.</p><p>The cryptocurrency could also run into resistance around the $17,490 level, said Eddie Tofpik, head of technical analysis at ADM Investor Services, cautioning that any long-term rally was likely to be challenging.</p><p>&#34;Anytime we see a rally, it&#39;s one step up and then two or three steps down,&#34; he said.</p><p>Vetle Lunde, analyst at Arcane Research, said long-term bets could be appealing in the wake of the November turmoil.</p><p>Nonetheless, uncertainty reigns.</p><p>&#34;Bear in mind that massive drawdowns tend to be followed by a long-lasting directionless market filled with apathy and unfathomable second-guessing,&#34; Lunde added.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74ffcb8f15bae46e3607915491778506\" tg-width=\"1320\" tg-height=\"546\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics Reuters Graphics</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jump Or Slump? $30K Or $5K? Play the Bitcoin Roulette</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\">\nJump Or Slump? $30K Or $5K? Play the Bitcoin Roulette\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-13 14:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dec 13 (Reuters) - Plucky bitcoin&#39;s been holding steady since seeing off the chaos of the FTX collapse, gathering its strength to rally towards the dizzy heights of $30,000 in 2023.</p><p>Battered bitcoin&#39;s been unresponsive since being clobbered by the FTX collapse, taking in a deep ragged breath before plunging towards the depths of $5,000.</p><p>Place your bets, spin the wheel.</p><p>The world&#39;s dominant cryptocurrency has certainly been uncharacteristically muted over the past two weeks, treading water between about $15,770 and $17,350 in the eerie wake of the FTX-induced market mini-crash in November.</p><p>What happens next is anyone&#39;s guess.</p><p>&#34;The question we need to be asking ourselves now is: Are there any sellers left in this market? To my mind, no, there aren&#39;t that many left,&#34; said Jacob Sansbury, co-founder of retail investor services firm Pluto.</p><p>Sansbury believes most over-leveraged miners, who tend to be large holders of bitcoin, have exited positions to pay off debts taken out in traditional money to fund their equipment and operations.</p><p>Indeed bitcoin&#39;s recent calmness could be down to the fact that there are fewer coins to sell: the amount held on exchanges for trading stands at 1.97 million, Coinglass data shows, down steeply from 2.33 million at the start of the year.</p><p>Major offloading has already taken place; November saw a 7-day realized loss of $10.16 billion in bitcoin investments as investors were forced to exit long-term positions, the fourth-largest loss on record by this measure, according to Glassnode data.</p><p>The cryptocurrency has already dropped more than 60% in 2022 and set to see its first annual loss since 2018.</p><p>Many remaining investors are placing their bitcoin into offline &#34;cold storage&#34; according to on-chain data, which should strengthen a floor price around $16,000, said Bob Ras, co-founder of Sologenic, an exchange and digital asset firm.</p><p>&#34;Barring any more surprises in the market, it&#39;s hard to imagine BTC going significantly lower,&#34; he added.</p><p>Ras believes that if it wasn&#39;t for the high-profile collapse of crypto players FTX, Celsius and Terra this year, the price of bitcoin would be close to $25,000 now.</p><p>But this is crypto, and more surprises could well be in store, with a number of potential selling triggers on the horizon.</p><h2>THE BEAR&#39;S TALE</h2><p>First potential peril is the risk of more bitcoin miners being forced to sell their holdings to stay afloat, as mining becomes increasingly expensive.</p><p>&#34;Miners as a group start to become unprofitable under $20,000, so we&#39;re below (that) point,&#34; noted Ben McMillan, chief investment officer at IDX Digital Assets.</p><p>CrytpoQuant&#39;s miner reserve indicator, which tracks the amount of bitcoin held in miners&#39; wallets, has dropped by about 7,722 bitcoin since November.</p><p>Market players also pointed to concerns about the Grayscale Bitcoin Trust, the world&#39;s largest bitcoin fund with $10.9 billion in assets. Parent company Digital Currency Group, which owns Genesis Trading, owes $575 million to Genesis&#39; crypto lending arm, DCG&#39;s CEO told shareholders on Nov. 22.</p><p>Grayscale Bitcoin Trust&#39;s discount to its net asset value, is at an all-time low of 48% and shares have not traded at a premium since March 2021, Coinglass data showed.</p><p>DCG last month said troubles at Genesis&#39; lending business had no impact on DCG and its subsidiaries, while Grayscale maintained it was business as usual and its underlying assets were unaffected.</p><p>&#34;This could be the other shoe to drop,&#34; said McMillan, referring to the possibility of Grayscale running into financial trouble. &#34;That said, if bitcoin can hold the $15,000 line through the DCG workout, that would be a strong indicator going into 2023.</p><p>A more hawkish than expected Federal Reserve at its final meeting of the year on Wednesday could further erode risk appetite and bitcoin&#39;s prospects, crypto watchers said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9dc7775f9651e8f80ce4dbdb71d8652\" tg-width=\"1112\" tg-height=\"633\" width=\"100%\" height=\"auto\"/><span>Bitcoin has fallen 75% after hitting a record high of $69,000 in November 2021</span></p><h2>GETTING TECHNICAL</h2><p>The scenarios of bitcoin leaping to $30,000 or tumbling to $5,000 in 2023 were long-shot possibilities flagged by VanEck and Standard Chartered, respectively.</p><p>When it comes to the technicals, several analysts pointed to indicators showing bitcoin may have found support between $16,000 and $16,800.</p><p>The cryptocurrency could also run into resistance around the $17,490 level, said Eddie Tofpik, head of technical analysis at ADM Investor Services, cautioning that any long-term rally was likely to be challenging.</p><p>&#34;Anytime we see a rally, it&#39;s one step up and then two or three steps down,&#34; he said.</p><p>Vetle Lunde, analyst at Arcane Research, said long-term bets could be appealing in the wake of the November turmoil.</p><p>Nonetheless, uncertainty reigns.</p><p>&#34;Bear in mind that massive drawdowns tend to be followed by a long-lasting directionless market filled with apathy and unfathomable second-guessing,&#34; Lunde added.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74ffcb8f15bae46e3607915491778506\" tg-width=\"1320\" tg-height=\"546\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics Reuters Graphics</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291276650","content_text":"Dec 13 (Reuters) - Plucky bitcoin's been holding steady since seeing off the chaos of the FTX collapse, gathering its strength to rally towards the dizzy heights of $30,000 in 2023.Battered bitcoin's been unresponsive since being clobbered by the FTX collapse, taking in a deep ragged breath before plunging towards the depths of $5,000.Place your bets, spin the wheel.The world's dominant cryptocurrency has certainly been uncharacteristically muted over the past two weeks, treading water between about $15,770 and $17,350 in the eerie wake of the FTX-induced market mini-crash in November.What happens next is anyone's guess.\"The question we need to be asking ourselves now is: Are there any sellers left in this market? To my mind, no, there aren't that many left,\" said Jacob Sansbury, co-founder of retail investor services firm Pluto.Sansbury believes most over-leveraged miners, who tend to be large holders of bitcoin, have exited positions to pay off debts taken out in traditional money to fund their equipment and operations.Indeed bitcoin's recent calmness could be down to the fact that there are fewer coins to sell: the amount held on exchanges for trading stands at 1.97 million, Coinglass data shows, down steeply from 2.33 million at the start of the year.Major offloading has already taken place; November saw a 7-day realized loss of $10.16 billion in bitcoin investments as investors were forced to exit long-term positions, the fourth-largest loss on record by this measure, according to Glassnode data.The cryptocurrency has already dropped more than 60% in 2022 and set to see its first annual loss since 2018.Many remaining investors are placing their bitcoin into offline \"cold storage\" according to on-chain data, which should strengthen a floor price around $16,000, said Bob Ras, co-founder of Sologenic, an exchange and digital asset firm.\"Barring any more surprises in the market, it's hard to imagine BTC going significantly lower,\" he added.Ras believes that if it wasn't for the high-profile collapse of crypto players FTX, Celsius and Terra this year, the price of bitcoin would be close to $25,000 now.But this is crypto, and more surprises could well be in store, with a number of potential selling triggers on the horizon.THE BEAR'S TALEFirst potential peril is the risk of more bitcoin miners being forced to sell their holdings to stay afloat, as mining becomes increasingly expensive.\"Miners as a group start to become unprofitable under $20,000, so we're below (that) point,\" noted Ben McMillan, chief investment officer at IDX Digital Assets.CrytpoQuant's miner reserve indicator, which tracks the amount of bitcoin held in miners' wallets, has dropped by about 7,722 bitcoin since November.Market players also pointed to concerns about the Grayscale Bitcoin Trust, the world's largest bitcoin fund with $10.9 billion in assets. Parent company Digital Currency Group, which owns Genesis Trading, owes $575 million to Genesis' crypto lending arm, DCG's CEO told shareholders on Nov. 22.Grayscale Bitcoin Trust's discount to its net asset value, is at an all-time low of 48% and shares have not traded at a premium since March 2021, Coinglass data showed.DCG last month said troubles at Genesis' lending business had no impact on DCG and its subsidiaries, while Grayscale maintained it was business as usual and its underlying assets were unaffected.\"This could be the other shoe to drop,\" said McMillan, referring to the possibility of Grayscale running into financial trouble. \"That said, if bitcoin can hold the $15,000 line through the DCG workout, that would be a strong indicator going into 2023.A more hawkish than expected Federal Reserve at its final meeting of the year on Wednesday could further erode risk appetite and bitcoin's prospects, crypto watchers said.Bitcoin has fallen 75% after hitting a record high of $69,000 in November 2021GETTING TECHNICALThe scenarios of bitcoin leaping to $30,000 or tumbling to $5,000 in 2023 were long-shot possibilities flagged by VanEck and Standard Chartered, respectively.When it comes to the technicals, several analysts pointed to indicators showing bitcoin may have found support between $16,000 and $16,800.The cryptocurrency could also run into resistance around the $17,490 level, said Eddie Tofpik, head of technical analysis at ADM Investor Services, cautioning that any long-term rally was likely to be challenging.\"Anytime we see a rally, it's one step up and then two or three steps down,\" he said.Vetle Lunde, analyst at Arcane Research, said long-term bets could be appealing in the wake of the November turmoil.Nonetheless, uncertainty reigns.\"Bear in mind that massive drawdowns tend to be followed by a long-lasting directionless market filled with apathy and unfathomable second-guessing,\" Lunde added.Reuters Graphics Reuters Graphics","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943467583,"gmtCreate":1679642695642,"gmtModify":1679642700319,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"I guess \"keeping&nbsp;markets and companies honest\" and benefiting from it in this manner is a new kind of honest.","listText":"I guess \"keeping&nbsp;markets and companies honest\" and benefiting from it in this manner is a new kind of honest.","text":"I guess \"keeping markets and companies honest\" and benefiting from it in this manner is a new kind of honest.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943467583","repostId":"1184527792","repostType":4,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388408143675584,"gmtCreate":1735857785524,"gmtModify":1735857790686,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"🙏🏼🙏🏼🙏🏼","listText":"🙏🏼🙏🏼🙏🏼","text":"🙏🏼🙏🏼🙏🏼","images":[{"img":"https://community-static.tradeup.com/news/02073401ce99983d5e26d75e1ec6a3fe","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388408143675584","isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":285830395011224,"gmtCreate":1710817610074,"gmtModify":1710817614763,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"🙏🏼🙏🏼🙏🏼","listText":"🙏🏼🙏🏼🙏🏼","text":"🙏🏼🙏🏼🙏🏼","images":[{"img":"https://community-static.tradeup.com/news/28c5761f6f276be2880b05676151ffe3","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285830395011224","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":283382111617024,"gmtCreate":1710213595967,"gmtModify":1710213601438,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"🙏🏼","listText":"🙏🏼","text":"🙏🏼","images":[{"img":"https://community-static.tradeup.com/news/fe01b46dd6d71cd2e59af17416b26d8b","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283382111617024","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":279897830932728,"gmtCreate":1709355894132,"gmtModify":1709355897428,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$</a>","listText":"<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$</a>","text":"$MicroStrategy(MSTR)$","images":[{"img":"https://community-static.tradeup.com/news/c5c0377583a8bd344ff70c691db69ace","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279897830932728","isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":253767239381264,"gmtCreate":1702991547752,"gmtModify":1702991552555,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya 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Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112492242355422","authorIdStr":"4112492242355422"},"themes":[],"htmlText":"🙏🏼","listText":"🙏🏼","text":"🙏🏼","images":[{"img":"https://community-static.tradeup.com/news/668bb071fd96b87f942446717184e017","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219718397894688","isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}