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Nebhol

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- NebholNebhol
  ·2023-03-08
  Ggxx
  C3.ai Outlook: Where Will AI Stock Be in 5 Years?
  C3.ai's path to profitability underscores the growth potential for AI stock
  C3.ai Outlook: Where Will AI Stock Be in 5 Years?
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- NebholNebhol
  ·2023-03-08
  Ok
  Better Buy: Target vs. Costco
  Which retailer is primed for market-beating returns?
  Better Buy: Target vs. Costco
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- NebholNebhol
  ·2023-03-08
  Ok
  Powell Sees Higher Peak for Interest Rates, Says Fed Prepared to Speed Up If Needed
  Traders switch bets to half-point hike at March meetingFed chief says path to lower inflation ‘likel
  Powell Sees Higher Peak for Interest Rates, Says Fed Prepared to Speed Up If Needed
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- NebholNebhol
  ·2023-03-08
  Ok then
  What’s Next for Stocks After Fed’s Powell Triggers Market-Rattling Rate Jolt
  Dow slumps 500 points as 2-year-yield tops 5%, dollar soarsJerome Powell NICHOLAS KAMM/AGENCE FRANCE
  What’s Next for Stocks After Fed’s Powell Triggers Market-Rattling Rate Jolt
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- NebholNebhol
  ·2023-03-06
  $Berkshire Hathaway(BRK.B)$ Ok can buy more
  617 Comment
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- NebholNebhol
  ·2023-03-06
  $Inuvo(INUV)$ Ggxxx sell now?
  894 Comment
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- NebholNebhol
  ·2023-03-03
  Ok
  Sorry, this post has been deleted
  795 Comment
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- NebholNebhol
  ·2023-02-24
  $Inuvo(INUV)$ Ggxx. Good game.
  983 Comment
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- NebholNebhol
  ·2023-02-24
  Ok
  Tesla: Automaker Or Tech Company? My Take And My Investing Choice
  SummaryThe big dilemma about Tesla, Inc. lies in the answer to a question: is Tesla an automaker or
  Tesla: Automaker Or Tech Company? My Take And My Investing Choice
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- NebholNebhol
  ·2023-02-02
  $Palantir Technologies Inc.(PLTR)$ At last?
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14:45","market":"us","language":"en","title":"C3.ai Outlook: Where Will AI Stock Be in 5 Years?","url":"https://stock-news.laohu8.com/highlight/detail?id=1107014015","media":"InvestorPlace","summary":"C3.ai's path to profitability underscores the growth potential for AI stock","content":"<html><head></head><body><ul><li><b>C3.ai</b> (<b><u>AI</u></b>) is a prime artificial intelligence (AI) market pick as the company has exceeded Wall Street’s expectations.</li><li>Furthermore, some analysts see a bright future for C3.ai.</li><li>Investors should hold AI stock for at least five years and expect robust returns.</li></ul><p class=\"t-img-caption\"><img height=\"auto\" src=\"https://static.tigerbbs.com/36726733023f7a896b3a4122e602ee95\" tg-height=\"576\" tg-width=\"1024\" width=\"100%\"/><span>Source: shutterstock.com/Victor Runov</span></p><p>Looking to ride the wave of excitement surrounding artificial intelligence (AI)? Now’s a great time to consider a share position in machine-learning software specialist <b>C3.ai</b> (NYSE:<b><u>AI</u></b>). Granted, some of the forceful movement in AI stock may be due to short covering. Yet, long-term investors should focus on C3.ai’s financial progress, which has been impressive.</p><p>Sure, there are other ways to get some exposure to the machine-learning market over the coming years. For example, <b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) and <b>Microsoft</b> (NASDAQ:<b><u>MSFT</u></b>) have business interests in the AI space.</p><p>However, C3.ai literally has AI in the company’s name and provides investors with pure-play exposure to machine learning. So, if you’re ready to take the most direct route to an AI investment, let’s take a closer look at what makes C3.ai a high-conviction multi-year pick.</p><p>Strong Results, and Possibly Short Covering, Moved AI Stock</p><p>Quarter after quarter, C3.ai has consistently exceeded Wall Street’s earnings per share (EPS) expectations. Due to this excellent track record, C3.ai was under pressure to deliver another round of outstanding quarterly results.</p><p>Fortunately, C3.ai managed to beat the Street once again with outstanding results for fiscal 2023’s third quarter. AI stock rallied 33% on the heels of C3.ai’s earnings report. Some of that share-price move may have been due to short sellers covering their positions, though.</p><p>“We attribute some of the stock’s share-price strength … to short covering (with 25% short interest),” Needham analyst Mike Cikos explained. “Furthermore, the stock’s year-to-date performance demonstrates Generative AI fervor and C3 getting caught up as a meme stock,” Cikos added.</p><p>He’s probably right about that. Still, C3.ai’s results indicate that AI stock’s rally wasn’t only prompted by short covering. Analysts expected the company to lose 22 cents per share on an adjusted, non-GAAP-measured basis, but C3.ai only lost 6 cents per share.</p><h2>C3.ai Aims to Achieve Profitability in 2024</h2><p>Plus, there’s more positive news to report. C3.ai had previously guided for a quarterly revenue range of $63 million to $65 million but ended up delivering $66.7 million. Moreover, this result beat the analyst consensus estimate of $64.3 million.</p><p>In addition, Piper Sandler analyst Arvind Ramnani felt that C3.ai’s “progress towards profitability was impressive.” C3.ai’s aforementioned non-GAAP adjusted per-share loss of 6 cents did, indeed, show improvement over the year-earlier quarter’s loss of 7 cents per share.</p><p>Perhaps most importantly, C3.ai CEO Thomas Siebel assured that his company is “on track to become cash positive and non-GAAP profitable by the end of” fiscal 2024. If C3.ai achieves this goal, it’s hard to imagine that AI stock won’t gain considerable value in fiscal 2024 and beyond.</p><h2>So, Where Will AI Stock Be in 5 Years?</h2><p>Short covering and meme-stock fervor may have helped C3.ai’s investors book quick returns. On a multi-year basis, however, sustainable growth will depend on C3.ai’s ability to continue delivering outstanding results.</p><p>C3.ai has demonstrated its ability to surpass Wall Street’s estimates. Additionally, the company could become profitable sooner than some people expect it to.</p><p>Therefore, if you’re bullish on machine learning generally, and C3.ai’s future prospects in particular, consider a long position in AI stock. Set a five-year target of $100, which is entirely reasonable as C3.ai is making notable financial progress within the fast-emerging machine-learning industry.</p><p></p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>C3.ai Outlook: Where Will AI Stock Be in 5 Years?</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\">\nC3.ai Outlook: Where Will AI Stock Be in 5 Years?\n</h2>\n<h4 class=\"meta\">\n\n\n2023-03-08 14:45 GMT+8   <a href=\"https://investorplace.com/2023/03/c3-ai-outlook-where-will-ai-stock-be-in-5-years/\"><strong>InvestorPlace</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>C3.ai (AI) is a prime artificial intelligence (AI) market pick as the company has exceeded Wall Street’s expectations.Furthermore, some analysts see a bright future for C3.ai.Investors should hold AI ...</p>\n<a href=\"https://investorplace.com/2023/03/c3-ai-outlook-where-will-ai-stock-be-in-5-years/\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc."},"source_url":"https://investorplace.com/2023/03/c3-ai-outlook-where-will-ai-stock-be-in-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107014015","content_text":"C3.ai (AI) is a prime artificial intelligence (AI) market pick as the company has exceeded Wall Street’s expectations.Furthermore, some analysts see a bright future for C3.ai.Investors should hold AI stock for at least five years and expect robust returns.Source: shutterstock.com/Victor RunovLooking to ride the wave of excitement surrounding artificial intelligence (AI)? Now’s a great time to consider a share position in machine-learning software specialist C3.ai (NYSE:AI). Granted, some of the forceful movement in AI stock may be due to short covering. Yet, long-term investors should focus on C3.ai’s financial progress, which has been impressive.Sure, there are other ways to get some exposure to the machine-learning market over the coming years. For example, Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) and Microsoft (NASDAQ:MSFT) have business interests in the AI space.However, C3.ai literally has AI in the company’s name and provides investors with pure-play exposure to machine learning. So, if you’re ready to take the most direct route to an AI investment, let’s take a closer look at what makes C3.ai a high-conviction multi-year pick.Strong Results, and Possibly Short Covering, Moved AI StockQuarter after quarter, C3.ai has consistently exceeded Wall Street’s earnings per share (EPS) expectations. Due to this excellent track record, C3.ai was under pressure to deliver another round of outstanding quarterly results.Fortunately, C3.ai managed to beat the Street once again with outstanding results for fiscal 2023’s third quarter. AI stock rallied 33% on the heels of C3.ai’s earnings report. Some of that share-price move may have been due to short sellers covering their positions, though.“We attribute some of the stock’s share-price strength … to short covering (with 25% short interest),” Needham analyst Mike Cikos explained. “Furthermore, the stock’s year-to-date performance demonstrates Generative AI fervor and C3 getting caught up as a meme stock,” Cikos added.He’s probably right about that. Still, C3.ai’s results indicate that AI stock’s rally wasn’t only prompted by short covering. Analysts expected the company to lose 22 cents per share on an adjusted, non-GAAP-measured basis, but C3.ai only lost 6 cents per share.C3.ai Aims to Achieve Profitability in 2024Plus, there’s more positive news to report. C3.ai had previously guided for a quarterly revenue range of $63 million to $65 million but ended up delivering $66.7 million. Moreover, this result beat the analyst consensus estimate of $64.3 million.In addition, Piper Sandler analyst Arvind Ramnani felt that C3.ai’s “progress towards profitability was impressive.” C3.ai’s aforementioned non-GAAP adjusted per-share loss of 6 cents did, indeed, show improvement over the year-earlier quarter’s loss of 7 cents per share.Perhaps most importantly, C3.ai CEO Thomas Siebel assured that his company is “on track to become cash positive and non-GAAP profitable by the end of” fiscal 2024. If C3.ai achieves this goal, it’s hard to imagine that AI stock won’t gain considerable value in fiscal 2024 and beyond.So, Where Will AI Stock Be in 5 Years?Short covering and meme-stock fervor may have helped C3.ai’s investors book quick returns. On a multi-year basis, however, sustainable growth will depend on C3.ai’s ability to continue delivering outstanding results.C3.ai has demonstrated its ability to surpass Wall Street’s estimates. Additionally, the company could become profitable sooner than some people expect it to.Therefore, if you’re bullish on machine learning generally, and C3.ai’s future prospects in particular, consider a long position in AI stock. Set a five-year target of $100, which is entirely reasonable as C3.ai is making notable financial progress within the fast-emerging machine-learning industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949057300,"gmtCreate":1678259361600,"gmtModify":1678259365046,"author":{"id":"3567411499210880","authorId":"3567411499210880","name":"Nebhol","avatar":"https://static.tigerbbs.com/b0bfc2a45b91e41a283614268857b3a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567411499210880","authorIdStr":"3567411499210880"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949057300","repostId":"2317946415","repostType":4,"repost":{"id":"2317946415","kind":"highlight","pubTimestamp":1678258800,"share":"https://ttm.financial/m/news/2317946415?lang=&edition=full_marsco","pubTime":"2023-03-08 15:00","market":"us","language":"en","title":"Better Buy: Target vs. Costco","url":"https://stock-news.laohu8.com/highlight/detail?id=2317946415","media":"Motley Fool","summary":"Which retailer is primed for market-beating returns?","content":"<html><head></head><body><p><b>Target</b> and <b>Costco</b> stocks valuation has diverged in the past year or so. While Wall Street was equally optimistic about both retailers during most of 2021, investors aren't as excited about Target today as they are about the warehouse giant's business.</p><p>Both companies recently issued updates describing their latest growth and earnings trends. So, let's see which stock looks more attractive in the context of that early 2023 momentum.</p><h2>The growth matchup</h2><p>Costco is winning in the growth arena, mainly because its value proposition is the clearest during inflationary times like these. Comparable-store sales were up 7% in January, while Target just reported a 0.7% increase in the quarter that ended in late January .</p><p>Costco's customer traffic was up 2.2% in the core U.S. market, while Target's increase was a more modest 0.7%. Shoppers are increasingly choosing the warehouse giant because of Costco's price leadership across key categories like groceries and home maintenance supplies. Investors have good reasons to expect this performance gap to continue through 2023, especially if economic growth rates continue slowing and inflation stays elevated.</p><h2>Profit margins</h2><p>Target's profit margin has crashed over the past year, falling from 8.4% to 3.5% in fiscal 2022. That slump is the main factor behind the stock's decline in recent months. In earlier phases of the pandemic, investors had high hopes that Target could achieve profits in the high single-digit rate. Now, it appears it might be at least another year before the retailer can return to its pre-pandemic profitability of about 6% of sales.</p><p class=\"t-img-caption\"><img height=\"auto\" src=\"https://static.tigerbbs.com/44864b3981ba2a6de33fdfa346bc6ea4\" tg-height=\"482\" tg-width=\"720\" width=\"100%\"/><span>COST Operating Margin (TTM) data by YCharts</span></p><p>It is true that Costco's margin is still lower, but the warehouse giant still comes out ahead on earnings power. Most of its profits come from membership fees, after all, and the outlook for that revenue stream is bright. Costco's renewal rate ticked up last quarter beyond 92%, indicating record-high customer loyalty. The company is due to raise annual fees soon, which deliver an immediate boost to the business.</p><p>Target, meanwhile, is much more exposed to shifts in consumer-spending preferences. As a result, shareholders can expect more volatility in annual earnings and likely weaker profits at least through 2023.</p><h2>The price is right</h2><p>Costco's stronger business is no secret on Wall Street. The stock is outperforming the market this year thanks to optimism around its sales and earnings outlook through what could be a tough operating environment in 2023. That fact might set shareholders up for some better returns with Target stock. It is priced at just 0.7 times annual sales compared to 0.9 for Costco.</p><p>The main difference is that with Target the bullish thesis relies on an operating turnaround that hasn't started yet. The company is aiming for faster growth and steady improvement in its margins through 2024, and management has made progress positioning for that rebound by cutting inventory and continuing to invest in its online platform.</p><p>Still, with Costco you get a high-performing business that simply needs to maintain the market-beating momentum that shareholders have seen for years. That's why most investors would prefer the warehouse giant over Target right now, at least until there's more clarity around Target's ability to climb out of its current funk.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Better Buy: Target vs. Costco</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Target vs. Costco\n</h2>\n<h4 class=\"meta\">\n\n\n2023-03-08 15:00 GMT+8   <a href=\"https://www.fool.com/investing/2023/03/07/better-buy-target-vs-costco/\"><strong>Motley Fool</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>Target and Costco stocks valuation has diverged in the past year or so. While Wall Street was equally optimistic about both retailers during most of 2021, investors aren't as excited about Target ...</p>\n<a href=\"https://www.fool.com/investing/2023/03/07/better-buy-target-vs-costco/\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4532":"文艺复兴科技持仓","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4114":"综合货品商店"},"source_url":"https://www.fool.com/investing/2023/03/07/better-buy-target-vs-costco/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317946415","content_text":"Target and Costco stocks valuation has diverged in the past year or so. While Wall Street was equally optimistic about both retailers during most of 2021, investors aren't as excited about Target today as they are about the warehouse giant's business.Both companies recently issued updates describing their latest growth and earnings trends. So, let's see which stock looks more attractive in the context of that early 2023 momentum.The growth matchupCostco is winning in the growth arena, mainly because its value proposition is the clearest during inflationary times like these. Comparable-store sales were up 7% in January, while Target just reported a 0.7% increase in the quarter that ended in late January .Costco's customer traffic was up 2.2% in the core U.S. market, while Target's increase was a more modest 0.7%. Shoppers are increasingly choosing the warehouse giant because of Costco's price leadership across key categories like groceries and home maintenance supplies. Investors have good reasons to expect this performance gap to continue through 2023, especially if economic growth rates continue slowing and inflation stays elevated.Profit marginsTarget's profit margin has crashed over the past year, falling from 8.4% to 3.5% in fiscal 2022. That slump is the main factor behind the stock's decline in recent months. In earlier phases of the pandemic, investors had high hopes that Target could achieve profits in the high single-digit rate. Now, it appears it might be at least another year before the retailer can return to its pre-pandemic profitability of about 6% of sales.COST Operating Margin (TTM) data by YChartsIt is true that Costco's margin is still lower, but the warehouse giant still comes out ahead on earnings power. Most of its profits come from membership fees, after all, and the outlook for that revenue stream is bright. Costco's renewal rate ticked up last quarter beyond 92%, indicating record-high customer loyalty. The company is due to raise annual fees soon, which deliver an immediate boost to the business.Target, meanwhile, is much more exposed to shifts in consumer-spending preferences. As a result, shareholders can expect more volatility in annual earnings and likely weaker profits at least through 2023.The price is rightCostco's stronger business is no secret on Wall Street. The stock is outperforming the market this year thanks to optimism around its sales and earnings outlook through what could be a tough operating environment in 2023. That fact might set shareholders up for some better returns with Target stock. It is priced at just 0.7 times annual sales compared to 0.9 for Costco.The main difference is that with Target the bullish thesis relies on an operating turnaround that hasn't started yet. The company is aiming for faster growth and steady improvement in its margins through 2024, and management has made progress positioning for that rebound by cutting inventory and continuing to invest in its online platform.Still, with Costco you get a high-performing business that simply needs to maintain the market-beating momentum that shareholders have seen for years. That's why most investors would prefer the warehouse giant over Target right now, at least until there's more clarity around Target's ability to climb out of its current funk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949057958,"gmtCreate":1678259353574,"gmtModify":1678259357482,"author":{"id":"3567411499210880","authorId":"3567411499210880","name":"Nebhol","avatar":"https://static.tigerbbs.com/b0bfc2a45b91e41a283614268857b3a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567411499210880","authorIdStr":"3567411499210880"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949057958","repostId":"1181525228","repostType":4,"repost":{"id":"1181525228","kind":"news","pubTimestamp":1678228120,"share":"https://ttm.financial/m/news/1181525228?lang=&edition=full_marsco","pubTime":"2023-03-08 06:28","market":"us","language":"en","title":"Powell Sees Higher Peak for Interest Rates, Says Fed Prepared to Speed Up If Needed","url":"https://stock-news.laohu8.com/highlight/detail?id=1181525228","media":"Bloomberg","summary":"Traders switch bets to half-point hike at March meetingFed chief says path to lower inflation ‘likel","content":"<html><head></head><body><ul><li>Traders switch bets to half-point hike at March meeting</li><li>Fed chief says path to lower inflation ‘likely to be bumpy’</li></ul><p>Chair Jerome Powell said the Federal Reserve is likely to lift interest rates higher and potentially faster than previously anticipated with inflation persisting, an unexpectedly aggressive posture following last month’s step down in the pace of hikes.</p><p>The remarks, coming in testimony before Congress on Tuesday, opened the door to officials lifting the Fed’s benchmark lending rate by a half percentage point at the next meeting if upcoming reports on jobs and prices show rate hikes have done little to cool the economy.</p><p>“The latest economic data have come in stronger than expected, which suggests that the ultimate level of interest rates is likely to be higher than previously anticipated,” Powell told the Senate Banking Committee. “If the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes.”</p><p>Near-term bond yields jumped, stocks fell and the dollar extended gains. Traders bet the Fed is likely to raise rates by a half point at the next meeting later this month, instead of continuing the quarter-point pace from the prior gathering. They now see rates peaking close to 5.6% this year, up from about 5.5% yesterday.</p><blockquote><b>What Bloomberg Economics Says...</b></blockquote><blockquote>“We now expect the dots tracing Powell’s expected path of policy rates – and those of multiple other committee members – to shift higher and stay higher for longer.”</blockquote><blockquote>— Anna Wong and Stuart Paul, economists</blockquote><p>Fed officials are trying to cool inflation without triggering a recession that drives up unemployment.</p><p>“Although inflation has been moderating in recent months, the process of getting inflation back down to 2% has a long way to go and is likely to be bumpy,” Powell said. Inflation remains well above the Fed’s longer-run objective, he added.</p><p>The Fed began an aggressive campaign to raise its federal-funds rate a year ago, moving to a range now of 4.5% to 4.75%. Even so, the U.S. economy has shown remarkable resilience. Payrolls increased by more than 1 million in the three months through January, and recent consumption and inflation data point to persistent price pressures.</p><p>“We do have two or three more very important data releases to analyze before the time of the FOMC meeting,” he told lawmakers, referring to the Federal Open Market Committee. “Those are going to be very important in the assessment we have of this relatively recent data.”</p><h2>Two Hearings</h2><p>Powell headed to Capitol Hill Tuesday for the first of two days of semiannual monetary policy testimony, his first appearance before Congress since June. He is set to testify before the House Financial Services Committee on Wednesday.</p><p>Senate Democrats are wary of the rapid rise in interest rates, while Republicans blame President Joe Biden for over-stimulating the economy and have urged Powell to keep up the inflation fight.</p><p>Democrat Elizabeth Warren warned that further rate hikes will lead to millions of job losses, according to the Fed’s own projections, but may do little to quell inflation that is driven by other factors, such as supply constraints. “Chair Powell, you are gambling with people’s lives,” she said.</p><p>The Fed leader is facing lawmakers who are already counting down to the 2024 presidential election, the outcome of which could hinge on Powell’s ability to steer inflation back toward the Fed’s 2% target without causing a significant downturn.</p><p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/521aa1dd4df2ac464f28246eda88f1fd\" tg-height=\"750\" tg-width=\"1000\"/><span>Source: Getty Images</span></p><p>US central bankers say they need to keep pushing interest rates higher to slow price increases. In December, officials estimated rates would peak at 5.1% this year, according to their median forecast, but several have said that a series of strong economic reports could mean rates need to move even higher.</p><p>Powell made clear Tuesday those forecasts will likely climb when officials submit new projections this month, and said the Fed would be prepared to return to a bigger rate hike at their next meeting if the data warrant. Officials raised rates by 25 basis points at their Jan. 31-Feb. 1 meeting, following a half-point hike in December and after four 75-basis-point increases last year.</p><p>Following Powell’s remarks, some economists upped their expectations for how aggressively the Fed will move when it meets in two weeks and for how high rates will need to go to cool prices.</p><p>“Powell’s comments make it sound as though they need to be convinced not to speed the pace up,” economists for LH Meyer/Monetary Policy Analytics wrote in an emailed note Tuesday morning. “The presumption that’s been established is that they will hike 50 in March, unless they are convinced otherwise.”</p><h2>Inflation Pressures</h2><p>While inflation has eased since the last time Powell testified before Congress, it is still well above the Fed’s. The personal consumption expenditures index, the Fed’s preferred price gauge, rose 5.4% for the 12 months through January.</p><p>“The breadth of the reversal along with revisions to the previous quarter suggests that inflationary pressures are running higher than expected at the time of our previous Federal Open Market Committee meeting,” Powell said.</p><p>The labor market, which Powell for months has said is extremely tight and out of balance, has yet to buckle under higher borrowing costs. The unemployment rate dipped to 3.4% in January, the lowest in more than five decades, while Black unemployment fell to 5.4%, just above a record low.</p><p>“Despite the slowdown in growth, the labor market remains extremely tight,” Powell said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Powell Sees Higher Peak for Interest Rates, Says Fed Prepared to Speed Up If Needed</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\">\nPowell Sees Higher Peak for Interest Rates, Says Fed Prepared to Speed Up If Needed\n</h2>\n<h4 class=\"meta\">\n\n\n2023-03-08 06:28 GMT+8   <a href=\"https://www.bloomberg.com/news/articles/2023-03-07/powell-says-fed-prepared-to-increase-rate-hike-pace-if-needed?srnd=premium\"><strong>Bloomberg</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>Traders switch bets to half-point hike at March meetingFed chief says path to lower inflation ‘likely to be bumpy’Chair Jerome Powell said the Federal Reserve is likely to lift interest rates higher ...</p>\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-07/powell-says-fed-prepared-to-increase-rate-hike-pace-if-needed?srnd=premium\">Web Link</a>\n</div>\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/2023-03-07/powell-says-fed-prepared-to-increase-rate-hike-pace-if-needed?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181525228","content_text":"Traders switch bets to half-point hike at March meetingFed chief says path to lower inflation ‘likely to be bumpy’Chair Jerome Powell said the Federal Reserve is likely to lift interest rates higher and potentially faster than previously anticipated with inflation persisting, an unexpectedly aggressive posture following last month’s step down in the pace of hikes.The remarks, coming in testimony before Congress on Tuesday, opened the door to officials lifting the Fed’s benchmark lending rate by a half percentage point at the next meeting if upcoming reports on jobs and prices show rate hikes have done little to cool the economy.“The latest economic data have come in stronger than expected, which suggests that the ultimate level of interest rates is likely to be higher than previously anticipated,” Powell told the Senate Banking Committee. “If the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes.”Near-term bond yields jumped, stocks fell and the dollar extended gains. Traders bet the Fed is likely to raise rates by a half point at the next meeting later this month, instead of continuing the quarter-point pace from the prior gathering. They now see rates peaking close to 5.6% this year, up from about 5.5% yesterday.What Bloomberg Economics Says...“We now expect the dots tracing Powell’s expected path of policy rates – and those of multiple other committee members – to shift higher and stay higher for longer.”— Anna Wong and Stuart Paul, economistsFed officials are trying to cool inflation without triggering a recession that drives up unemployment.“Although inflation has been moderating in recent months, the process of getting inflation back down to 2% has a long way to go and is likely to be bumpy,” Powell said. Inflation remains well above the Fed’s longer-run objective, he added.The Fed began an aggressive campaign to raise its federal-funds rate a year ago, moving to a range now of 4.5% to 4.75%. Even so, the U.S. economy has shown remarkable resilience. Payrolls increased by more than 1 million in the three months through January, and recent consumption and inflation data point to persistent price pressures.“We do have two or three more very important data releases to analyze before the time of the FOMC meeting,” he told lawmakers, referring to the Federal Open Market Committee. “Those are going to be very important in the assessment we have of this relatively recent data.”Two HearingsPowell headed to Capitol Hill Tuesday for the first of two days of semiannual monetary policy testimony, his first appearance before Congress since June. He is set to testify before the House Financial Services Committee on Wednesday.Senate Democrats are wary of the rapid rise in interest rates, while Republicans blame President Joe Biden for over-stimulating the economy and have urged Powell to keep up the inflation fight.Democrat Elizabeth Warren warned that further rate hikes will lead to millions of job losses, according to the Fed’s own projections, but may do little to quell inflation that is driven by other factors, such as supply constraints. “Chair Powell, you are gambling with people’s lives,” she said.The Fed leader is facing lawmakers who are already counting down to the 2024 presidential election, the outcome of which could hinge on Powell’s ability to steer inflation back toward the Fed’s 2% target without causing a significant downturn.Source: Getty ImagesUS central bankers say they need to keep pushing interest rates higher to slow price increases. In December, officials estimated rates would peak at 5.1% this year, according to their median forecast, but several have said that a series of strong economic reports could mean rates need to move even higher.Powell made clear Tuesday those forecasts will likely climb when officials submit new projections this month, and said the Fed would be prepared to return to a bigger rate hike at their next meeting if the data warrant. Officials raised rates by 25 basis points at their Jan. 31-Feb. 1 meeting, following a half-point hike in December and after four 75-basis-point increases last year.Following Powell’s remarks, some economists upped their expectations for how aggressively the Fed will move when it meets in two weeks and for how high rates will need to go to cool prices.“Powell’s comments make it sound as though they need to be convinced not to speed the pace up,” economists for LH Meyer/Monetary Policy Analytics wrote in an emailed note Tuesday morning. “The presumption that’s been established is that they will hike 50 in March, unless they are convinced otherwise.”Inflation PressuresWhile inflation has eased since the last time Powell testified before Congress, it is still well above the Fed’s. The personal consumption expenditures index, the Fed’s preferred price gauge, rose 5.4% for the 12 months through January.“The breadth of the reversal along with revisions to the previous quarter suggests that inflationary pressures are running higher than expected at the time of our previous Federal Open Market Committee meeting,” Powell said.The labor market, which Powell for months has said is extremely tight and out of balance, has yet to buckle under higher borrowing costs. The unemployment rate dipped to 3.4% in January, the lowest in more than five decades, while Black unemployment fell to 5.4%, just above a record low.“Despite the slowdown in growth, the labor market remains extremely tight,” Powell said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949057054,"gmtCreate":1678259334079,"gmtModify":1678259337766,"author":{"id":"3567411499210880","authorId":"3567411499210880","name":"Nebhol","avatar":"https://static.tigerbbs.com/b0bfc2a45b91e41a283614268857b3a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567411499210880","authorIdStr":"3567411499210880"},"themes":[],"htmlText":"Ok then&nbsp;","listText":"Ok then&nbsp;","text":"Ok then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949057054","repostId":"2317410170","repostType":4,"repost":{"id":"2317410170","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1678244750,"share":"https://ttm.financial/m/news/2317410170?lang=&edition=full_marsco","pubTime":"2023-03-08 11:05","market":"us","language":"en","title":"What’s Next for Stocks After Fed’s Powell Triggers Market-Rattling Rate Jolt","url":"https://stock-news.laohu8.com/highlight/detail?id=2317410170","media":"Dow Jones","summary":"Dow slumps 500 points as 2-year-yield tops 5%, dollar soarsJerome Powell NICHOLAS KAMM/AGENCE FRANCE","content":"<html><head></head><body><p>Dow slumps 500 points as 2-year-yield tops 5%, dollar soars</p><p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/688e7c6aa5dcec787eb241c36bf897ed\" tg-height=\"466\" tg-width=\"700\"/><span>Jerome Powell NICHOLAS KAMM/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>U.S. stocks and other financial markets were jolted Tuesday as Federal Reserve Chair Jerome Powell made clear interest rates would rise further than policy makers previously expected, and opened the door wide open to speeding up rate hikes if the data warrants it.</p><p>\"Jay Powell pulled no punches when it came to the Fed's first priority to get inflation under control, and to go as far and as fast with rates as those numbers required,\" said Danni Hewson, head of financial analysis at U.K. broker AJ Bell, in emailed comments.</p><p>The main event was a surge in the policy sensitive 2-year Treasury yield , which jumped nearly 12 basis points and topped 5% for the first time since 2007. Yields and debt prices move opposite each other.</p><p>The move came as fed-funds futures showed that traders now see a more-than-60% chance that policy makers will lift the benchmark interest rate by 50 basis points or half a percentage point, at the end of the next Fed meeting on March 22. That's up from around 34% on Monday and 9% a month ago, according to the CME FedWatch tool.</p><p>The surge in the 2-year yield led the dollar higher versus major rivals, lifting the ICE U.S. Dollar Index  by 1.2% to its highest since Jan. 6.</p><p>Gold slumped in response to rising yields and a stronger dollar. And equities dropped, with the Dow Jones Industrial Average ending with a loss of 574.98 points, or 1.7%, while the S&P 500  slid 1.5% and the Nasdaq Composite  dropped 1.3%.</p><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/70ca7bfd778c6fe0ead54ce9cb08feb6\" tg-height=\"676\" tg-width=\"955\"/></p><p>\"If the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes,\" Powell said, in his prepared testimony before the Senate Banking Committee.</p><p>Later, in the question-and-answer session with lawmakers, Powell noted that policy makers \"have two or three more very important data releases to analyze before the time of the FOMC meeting,\" referring to the policy-setting Federal Open Market Committee.</p><p>Analysts said Powell left little room for interpretation.</p><p>\"To summarize his speech in one sentence: a 50 basis point hike in March is on the table,\" said Daniel Berkowitz, investment director for investment manager Prudent Management Associates, in a note.</p><p>While markets are still somewhat split on the magnitude of the next rate hike per data from CME FedWatch, this morning's comments make clearer that regardless of the next increase, the likelihood of a Fed policy pivot has been pushed further down the road.</p><p>When it comes to major data releases, the February jobs report is set for Friday. Economists surveyed by The Wall Street Journal, on average, look for the economy to have added 225,000 jobs, slowing from a blowout 517,000 increase in January that helped set in motion a market repricing of rate-hike expectations.</p><p>\"The seemingly unwavering strength of the job market, we believe, has heightened the Fed's fears of inflation embedding into the economy,\" said Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Company, in emailed comments. \"As such, we believe members of the Fed will be willing to set aside positive trends on prices and continue to raise rates until it sees what it interprets as meaningful signs that the labor market is faltering,\"</p><p>\"The Fed's insistence on focusing on this lagging indicator is why we continue to view a recession as the likely outcome in the months or quarters ahead,\" he said. Though the relative financial strength of consumers and businesses means a downturn will likely be \"shallow, short and uneven.\"</p><p>In addition to the February jobs report on Friday, investors next week will see the February readings for the consumer-price index and the producer-price index.</p><p>A half percentage point interest rate hike isn't written in stone, said Andrew Hunter, deputy U.S. chief economist at Capital Economics, in a note.</p><p>The decision \"is likely to hinge on the strength of the February employment and CPI inflation data. If, as we expect, the January surge in payrolls proves to be a blip (we're forecasting a 200,000 gain in February) and the earlier downward pressure on core inflation re-emerges, another 25bp still looks more likely,\" he wrote.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>What’s Next for Stocks After Fed’s Powell Triggers Market-Rattling Rate Jolt</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\">\nWhat’s Next for Stocks After Fed’s Powell Triggers Market-Rattling Rate Jolt\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-08 11:05</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Dow slumps 500 points as 2-year-yield tops 5%, dollar soars</p><p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/688e7c6aa5dcec787eb241c36bf897ed\" tg-height=\"466\" tg-width=\"700\"/><span>Jerome Powell NICHOLAS KAMM/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>U.S. stocks and other financial markets were jolted Tuesday as Federal Reserve Chair Jerome Powell made clear interest rates would rise further than policy makers previously expected, and opened the door wide open to speeding up rate hikes if the data warrants it.</p><p>\"Jay Powell pulled no punches when it came to the Fed's first priority to get inflation under control, and to go as far and as fast with rates as those numbers required,\" said Danni Hewson, head of financial analysis at U.K. broker AJ Bell, in emailed comments.</p><p>The main event was a surge in the policy sensitive 2-year Treasury yield , which jumped nearly 12 basis points and topped 5% for the first time since 2007. Yields and debt prices move opposite each other.</p><p>The move came as fed-funds futures showed that traders now see a more-than-60% chance that policy makers will lift the benchmark interest rate by 50 basis points or half a percentage point, at the end of the next Fed meeting on March 22. That's up from around 34% on Monday and 9% a month ago, according to the CME FedWatch tool.</p><p>The surge in the 2-year yield led the dollar higher versus major rivals, lifting the ICE U.S. Dollar Index  by 1.2% to its highest since Jan. 6.</p><p>Gold slumped in response to rising yields and a stronger dollar. And equities dropped, with the Dow Jones Industrial Average ending with a loss of 574.98 points, or 1.7%, while the S&P 500  slid 1.5% and the Nasdaq Composite  dropped 1.3%.</p><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/70ca7bfd778c6fe0ead54ce9cb08feb6\" tg-height=\"676\" tg-width=\"955\"/></p><p>\"If the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes,\" Powell said, in his prepared testimony before the Senate Banking Committee.</p><p>Later, in the question-and-answer session with lawmakers, Powell noted that policy makers \"have two or three more very important data releases to analyze before the time of the FOMC meeting,\" referring to the policy-setting Federal Open Market Committee.</p><p>Analysts said Powell left little room for interpretation.</p><p>\"To summarize his speech in one sentence: a 50 basis point hike in March is on the table,\" said Daniel Berkowitz, investment director for investment manager Prudent Management Associates, in a note.</p><p>While markets are still somewhat split on the magnitude of the next rate hike per data from CME FedWatch, this morning's comments make clearer that regardless of the next increase, the likelihood of a Fed policy pivot has been pushed further down the road.</p><p>When it comes to major data releases, the February jobs report is set for Friday. Economists surveyed by The Wall Street Journal, on average, look for the economy to have added 225,000 jobs, slowing from a blowout 517,000 increase in January that helped set in motion a market repricing of rate-hike expectations.</p><p>\"The seemingly unwavering strength of the job market, we believe, has heightened the Fed's fears of inflation embedding into the economy,\" said Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Company, in emailed comments. \"As such, we believe members of the Fed will be willing to set aside positive trends on prices and continue to raise rates until it sees what it interprets as meaningful signs that the labor market is faltering,\"</p><p>\"The Fed's insistence on focusing on this lagging indicator is why we continue to view a recession as the likely outcome in the months or quarters ahead,\" he said. Though the relative financial strength of consumers and businesses means a downturn will likely be \"shallow, short and uneven.\"</p><p>In addition to the February jobs report on Friday, investors next week will see the February readings for the consumer-price index and the producer-price index.</p><p>A half percentage point interest rate hike isn't written in stone, said Andrew Hunter, deputy U.S. chief economist at Capital Economics, in a note.</p><p>The decision \"is likely to hinge on the strength of the February employment and CPI inflation data. If, as we expect, the January surge in payrolls proves to be a blip (we're forecasting a 200,000 gain in February) and the earlier downward pressure on core inflation re-emerges, another 25bp still looks more likely,\" he wrote.</p>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317410170","content_text":"Dow slumps 500 points as 2-year-yield tops 5%, dollar soarsJerome Powell NICHOLAS KAMM/AGENCE FRANCE-PRESSE/GETTY IMAGESU.S. stocks and other financial markets were jolted Tuesday as Federal Reserve Chair Jerome Powell made clear interest rates would rise further than policy makers previously expected, and opened the door wide open to speeding up rate hikes if the data warrants it.\"Jay Powell pulled no punches when it came to the Fed's first priority to get inflation under control, and to go as far and as fast with rates as those numbers required,\" said Danni Hewson, head of financial analysis at U.K. broker AJ Bell, in emailed comments.The main event was a surge in the policy sensitive 2-year Treasury yield , which jumped nearly 12 basis points and topped 5% for the first time since 2007. Yields and debt prices move opposite each other.The move came as fed-funds futures showed that traders now see a more-than-60% chance that policy makers will lift the benchmark interest rate by 50 basis points or half a percentage point, at the end of the next Fed meeting on March 22. That's up from around 34% on Monday and 9% a month ago, according to the CME FedWatch tool.The surge in the 2-year yield led the dollar higher versus major rivals, lifting the ICE U.S. Dollar Index  by 1.2% to its highest since Jan. 6.Gold slumped in response to rising yields and a stronger dollar. And equities dropped, with the Dow Jones Industrial Average ending with a loss of 574.98 points, or 1.7%, while the S&P 500  slid 1.5% and the Nasdaq Composite  dropped 1.3%.\"If the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes,\" Powell said, in his prepared testimony before the Senate Banking Committee.Later, in the question-and-answer session with lawmakers, Powell noted that policy makers \"have two or three more very important data releases to analyze before the time of the FOMC meeting,\" referring to the policy-setting Federal Open Market Committee.Analysts said Powell left little room for interpretation.\"To summarize his speech in one sentence: a 50 basis point hike in March is on the table,\" said Daniel Berkowitz, investment director for investment manager Prudent Management Associates, in a note.While markets are still somewhat split on the magnitude of the next rate hike per data from CME FedWatch, this morning's comments make clearer that regardless of the next increase, the likelihood of a Fed policy pivot has been pushed further down the road.When it comes to major data releases, the February jobs report is set for Friday. Economists surveyed by The Wall Street Journal, on average, look for the economy to have added 225,000 jobs, slowing from a blowout 517,000 increase in January that helped set in motion a market repricing of rate-hike expectations.\"The seemingly unwavering strength of the job market, we believe, has heightened the Fed's fears of inflation embedding into the economy,\" said Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Company, in emailed comments. \"As such, we believe members of the Fed will be willing to set aside positive trends on prices and continue to raise rates until it sees what it interprets as meaningful signs that the labor market is faltering,\"\"The Fed's insistence on focusing on this lagging indicator is why we continue to view a recession as the likely outcome in the months or quarters ahead,\" he said. Though the relative financial strength of consumers and businesses means a downturn will likely be \"shallow, short and uneven.\"In addition to the February jobs report on Friday, investors next week will see the February readings for the consumer-price index and the producer-price index.A half percentage point interest rate hike isn't written in stone, said Andrew Hunter, deputy U.S. chief economist at Capital Economics, in a note.The decision \"is likely to hinge on the strength of the February employment and CPI inflation data. If, as we expect, the January surge in payrolls proves to be a blip (we're forecasting a 200,000 gain in February) and the earlier downward pressure on core inflation re-emerges, another 25bp still looks more likely,\" he wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940578577,"gmtCreate":1678078114599,"gmtModify":1678078118808,"author":{"id":"3567411499210880","authorId":"3567411499210880","name":"Nebhol","avatar":"https://static.tigerbbs.com/b0bfc2a45b91e41a283614268857b3a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567411499210880","authorIdStr":"3567411499210880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$&nbsp;</a>Ok can buy more&nbsp;","listText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$&nbsp;</a>Ok can buy more&nbsp;","text":"$Berkshire Hathaway(BRK.B)$ Ok can buy more","images":[{"img":"https://community-static.tradeup.com/news/0750b35f70db11d8c67170564ac2fc56","width":"1284","height":"2460"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940578577","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940578813,"gmtCreate":1678078061833,"gmtModify":1678078065633,"author":{"id":"3567411499210880","authorId":"3567411499210880","name":"Nebhol","avatar":"https://static.tigerbbs.com/b0bfc2a45b91e41a283614268857b3a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567411499210880","authorIdStr":"3567411499210880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INUV\">$Inuvo(INUV)$&nbsp;</a>Ggxxx sell now?&nbsp;","listText":"<a href=\"https://ttm.financial/S/INUV\">$Inuvo(INUV)$&nbsp;</a>Ggxxx sell now?&nbsp;","text":"$Inuvo(INUV)$ Ggxxx sell now?","images":[{"img":"https://community-static.tradeup.com/news/493f8d199ee8e3873ce4af856e5e0e08","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940578813","isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940849611,"gmtCreate":1677831834633,"gmtModify":1677831838562,"author":{"id":"3567411499210880","authorId":"3567411499210880","name":"Nebhol","avatar":"https://static.tigerbbs.com/b0bfc2a45b91e41a283614268857b3a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567411499210880","authorIdStr":"3567411499210880"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940849611","repostId":"1194503043","repostType":4,"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957219719,"gmtCreate":1677281356031,"gmtModify":1677281360102,"author":{"id":"3567411499210880","authorId":"3567411499210880","name":"Nebhol","avatar":"https://static.tigerbbs.com/b0bfc2a45b91e41a283614268857b3a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567411499210880","authorIdStr":"3567411499210880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INUV\">$Inuvo(INUV)$&nbsp;</a>Ggxx. Good game.&nbsp;","listText":"<a href=\"https://ttm.financial/S/INUV\">$Inuvo(INUV)$&nbsp;</a>Ggxx. Good game.&nbsp;","text":"$Inuvo(INUV)$ Ggxx. Good game.","images":[{"img":"https://community-static.tradeup.com/news/b860dcafc705e3162e6bdc3990322101","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957219719","isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9957651208,"gmtCreate":1677232493005,"gmtModify":1677232495588,"author":{"id":"3567411499210880","authorId":"3567411499210880","name":"Nebhol","avatar":"https://static.tigerbbs.com/b0bfc2a45b91e41a283614268857b3a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567411499210880","authorIdStr":"3567411499210880"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957651208","repostId":"2313059413","repostType":4,"repost":{"id":"2313059413","kind":"news","pubTimestamp":1677226034,"share":"https://ttm.financial/m/news/2313059413?lang=&edition=full_marsco","pubTime":"2023-02-24 16:07","market":"us","language":"en","title":"Tesla: Automaker Or Tech Company? My Take And My Investing Choice","url":"https://stock-news.laohu8.com/highlight/detail?id=2313059413","media":"Seeking Alpha","summary":"SummaryThe big dilemma about Tesla, Inc. lies in the answer to a question: is Tesla an automaker or ","content":"<html><head></head><body><h2>Summary</h2><ul><li>The big dilemma about Tesla, Inc. lies in the answer to a question: is Tesla an automaker or a tech company?</li><li>In this article, I would like to share how I have come to find the answer.</li><li>I will share my investing choice, talking about Tesla's current valuation and potential investing alternatives.</li></ul><p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/43d9444e059df9e26126c6a2ea34e297\" tg-height=\"720\" tg-width=\"1080\"/><span>coffeekai</span></p><h2>Introduction</h2><p>Tesla, Inc. (NASDAQ:TSLA) is one of those stocks - and companies - very difficult to write about without being caught in the fight between fans and haters. This is why, though quite interested in the automotive industry, I have been hesitant to writeabout it. In truth, there has been a lot of buzz about electric vehicles (\"EVs\"), and I think it hard to deny Tesla was a stock that experienced a lot of hype, leading to extreme valuations. This has made me cautious about it, as I know buzz and hype can be exciting but can lead to rash investing decisions.</p><p>To be clear from the beginning of this article, I am no Tesla detractor. However, I am no Tesla investor, either. I do think Tesla is a great company, whose future is probably going to be quite bright. On the other hand, thereare a few things about the stock that rule it out of my portfolio where I actually own three other automakers.</p><p>In this article, I will share for the first time my view on Tesla, hoping to present my thesis as objectively as possible. At the same time, I would like to show why I am currently building up a position in what seems to me an underestimated competitor of Tesla.</p><h2>The big question about Tesla</h2><p>The first question I had to find an answer to assess Tesla was the following: what kind of company do I think Tesla is?</p><p>We generally find two answers that revolve around these two concepts:</p><ol><li>Tesla is a tech company</li><li>Tesla is an automaker.</li></ol><p>I know things can be more complex, but as far as my research goes I really think this is the crossroad where two different investing views and strategies diverge.</p><p>I find myself agreeing with the second answer: Tesla is an automaker. This is somewhat supported by what the company states in its 10-k.</p><blockquote>We design, develop, manufacture, sell and lease high-performance fully electric vehicles and energy generation and storage systems, and offer services related to our products. We generally sell our products directly to customers, and continue to grow our customer-facing infrastructure through a global network of vehicle service centers, Mobile Service, body shops, Supercharger stations and Destination Chargers to accelerate the widespread adoption of our products. We emphasize performance, attractive styling and the safety of our users and workforce in the design and manufacture of our products and are continuing to develop full self-driving technology for improved safety. We also strive to lower the cost of ownership for our customers through continuous efforts to reduce manufacturing costs and by offering financial and other services tailored to our products.</blockquote><p>To be fair, these words are not only about electric vehicles manufacturing, as Tesla also claims to be focusing on energy generation and storage systems as well as on developing full self-driving technology (\"FSD\"). However, I see these other activities as necessarily linked to the manufacturing one. Tesla is indeed disruptive, and it has been a true pioneer, but I see it as the one company that redesigns what all other automakers will need to become to survive and thrive.</p><p>Why do I think it important to answer this question? Simply put, it tells us what industry we think Tesla is a part of. This is quite important when we do a valuation of Tesla, as we need to look at the multiples of the industry.</p><p>Tesla's financials support this view, too. In fact, if we look at the income statement streams chart, we clearly see how auto sales have the lion's share of total revenues, with $67.2 billion out of the total $81.5 billion (82.5%). If we consider the auto segment as a whole, including leasing and regulatory credits, Tesla earns 87.7% of its total revenues through activities linked to electric vehicles.</p><p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/27e4e531b8126431a0d311e3260e386c\" tg-height=\"800\" tg-width=\"1280\"/><span>created by incomestatementguy on reddit.it</span></p><p>In addition, it seems like <a class=\"promotion-word\" href=\"https://ttm.financial/U/4197425891462882\">Elon Musk</a> himself thinks about Tesla as a \"volume carmaker\" in the \"automotive market,\" words he used during the last earnings call.</p><h2>Tesla's financials</h2><p>It is hard not to like Tesla's financials, especially if we look at their unfolding through the past decade. We have a CAGR revenue growth of almost 45%, while gross profit grew at a CAGR of 46.5% and EBITDA saw a stunning 81.6% CAGR from 2013 to the end of 2022.</p><p>In recent years, the company has turned profitable, and since 2020 its net income has moved up from $721 million to $12.56 billion, which is a CAGR of 317.31%. This is what happens when a company finally reaches scale.</p><p>Its balance sheet is strong, with just $1 billion of long-term debt and more than $22 billion in cash and short-term investments.</p><p>Free cash flow (\"FCF\") is also strong, with $4.2 billion generated at the end of 2022 vs. the -$32.5 million reported at the end of 2013. The only flaw is that Tesla paid $1.56 billion in stock-based compensation (\"SBC\"), which actually makes the real free cash flow available to investors just $1 billion. In fact, as of now SBC is added to net income to calculate the final FCF, but, in reality, it is an expense that should be moved down to financing activities and be accounted for as an expense. Therefore, we have to subtract the amount spent on SBC twice to offset the current accounting rule that sees it as an addition, and then to subtract the real expense from the previous amount.</p><p>However, on a positive note, Tesla seems to be reducing its SBC, since in 2021 it paid over $2.1 billion for this. But, still, the dilutive effect is sensible.</p><p>In terms of profitability, the company is best in class. Here I would like to show one of my favorite graphs Tesla shares with investors. We see that, while the average selling price (ASP) moves down and then stabilizes around $55,000, the operating margin goes steadily up, coming in at 17%.</p><p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/6750ec65a212dc9254efea6c82c89a41\" tg-height=\"263\" tg-width=\"640\"/><span>Tesla Q4 2022 Shareholder Deck</span></p><p>This is another way to prove how it was vital for Tesla to reach scale, as it has done in recent years. Now, every dollar of additional revenue is more valuable because of increasingly good operating efficiency.</p><p>Tesla reported 1.31 million cars sold in 2022 and expects to sell 1.8 million vehicles by the end of this fiscal year. Its plan was bold, targeting a 50% CAGR from 2020 to 2023. It is rather easy to think Tesla seems able to reach this goal.</p><p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c79730c77c37c3638501639b6d53d9ab\" tg-height=\"261\" tg-width=\"640\"/><span>Tesla Q4 2022 Shareholder Deck</span></p><p>So, if everything is so bright, why am I not investing in Tesla?</p><h2>Why I am not a Tesla shareholder</h2><p>I have some perplexities about Tesla's expectations for the future, which inevitably impact my view of its valuation.</p><p>Before we move on, let me state once again that I am no Tesla bear, nor do I think the stock should be shorted, even though it may have indeed reached a recent peak. However, this is not my investing style, since I look for companies to hold for a decade or two.</p><p>Let me share what I am thinking about Tesla's upcoming years.</p><p>The first thing I wonder about is linked to what automotive segment the company wants to address. We saw how Mr. <a class=\"promotion-word\" href=\"https://ttm.financial/U/4197425891462882\">Musk</a> considers Tesla a volume carmaker. But we don't know exactly what kind of volume carmaker Tesla wants to be. Does it aim at being an 8 million one, like Volkswagen (OTCPK:VWAGY), General Motors (GM) or Toyota (TM)? Does it aim at selling between 2 and 3 million vehicles per year, like Mercedes (OTCPK:MBGAF) or BMW (OTCPK:BMWYY) do? The answer to this question is quite important for a forecast.</p><p>Currently, Tesla manufactures four vehicles: the Model 3, Y, S and X. While Model 3 and Model Y have a base price for mass-market appeal, the other two don't. Still, both Model 3 and Model Y have a starting selling price between $40,000 and $60,000, which is not exactly the price range to address all consumers. The other two models have a starting selling price around $100,000.</p><p>Tesla has written more than once that it is committed to making its manufacturing process more efficient to bring down the average selling price. However, there are other automakers that are able to sell electric vehicles at more affordable prices. Tesla may start manufacturing subcompact vehicles, but this would benefit mostly volumes over margins, as that segment is highly competitive and many automakers are already or will soon be producing electric cars for this market.</p><p>The other option is that Tesla turns into a premium volume automaker. This will make it compete with brands such as Mercedes, BMW, Audi, Lexus and others. While this is a higher margin segment, volumes are a bit lower, with Mercedes and BMW selling about 2 million vehicles per year. Tesla may do a bit more, but I don't see it grabbing away from brands with such a strength all their market share.</p><p>In fact, Mercedes' electric car portfolio seems to be already richer than Tesla's.</p><p>In other words, I have a hard time thinking Tesla will be able to grow significantly among premium brands without finding hard competition with well-established and highly-appreciated brands.</p><p>On the other hand, Tesla has the advantage in that it doesn't have to cannibalize its old models, while all other OEMs do. However, while we are seeing the same thing happening with Netflix (NFLX) and its other streaming competitors, where the latter have to cannibalize their profitable cable business to build up their own streaming platform, in the case of automakers, the shift toward EVs is actually generating higher profitability.</p><h2>My take: The issue with Tesla's valuation and what already I own instead of it</h2><p>It may not sound that original saying that what keeps me from investing in Tesla is its sky-high valuation. But let's recall that oftentimes the easiest and most renowned investing principles are forgotten when buzz and hype take place. For sure, Tesla is exciting and this is why we should double down and caution.</p><p>On my side, I don't immediately run away from a stock because I see a high P/E or a high P/FCF multiple. For example, staying within the automotive industry, I own Ferrari (RACE). I would never compare Ferrari to Tesla. They are too different. But it is just an example to show how I am willing to pay a higher price when I think it is worth it.</p><p>However, the big difference I see between Ferrari and Tesla is that Ferrari's future results are much more predictable than Tesla's. Still, a jewel like Ferrari trades a lower multiples compared to Tesla: Ferrari trades at a 39 fwd P/E vs. Tesla's 58, its fwd EV/EBITDA is 21.4 vs. Tesla's 31, its P/FCF is 37.3 vs. Tesla's 44.8. And this happens while Ferrari's profitability metrics are better than Tesla's: 24% EBIT margin vs. 16.8%; net income margin at 18.4% for Ferrari while for Tesla it is at 15.4%, return on equity of 40.6% for Ferrari and at 32.5% for Tesla.</p><p>Coming down to a more realistic comparison, so that we don't risk to mix apples with oranges, let's look at Mercedes and compare it to Tesla (in bold is the better result between the two):</p><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/419bc889efd58b6e8e2d7b158e5d56b1\" tg-height=\"332\" tg-width=\"407\"/></p><p>Tesla is the winner, but Mercedes is not very far behind, especially as we move down the income statement. Now, let's see how the market prices Tesla's leading position compared to Mercedes:</p><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8e9e9e951f1e5f0e7649a9c1478da748\" tg-height=\"263\" tg-width=\"378\"/></p><p>To me, the difference is too wide, especially if we consider Mercedes' high-quality strategy that is effectively managing to increase the company's profitability.</p><p>This is why I actually own Mercedes as my favorite pick among premium luxury automakers.</p><p>My third pick - even though, as I have tried to explain, I think we are once again at risk of comparing chalk and cheese - is Stellantis N.V. (STLA). If we look at automakers that produce affordable vehicles truly addressed to customers without deep pockets, then I think the Stellantis bull case almost speaks for itself as soon as we look at its financials and at its multiples. We are talking about a double-digit margin automaker, with incredibly skilled management, lots of tailwinds going for it (i.e., synergies), low geopolitical risk, etc. trading at unreasonable multiples of a 3 fwd P/E, a 1.2 fwd (EV/EBITDA) and a 2.3 P/FCF. I am not kidding. The company trades as if it were to go bankrupt tomorrow, while it is swimming in cash.</p><p>Let me share my discounted cash flow (\"DCF\") model on Tesla, just to check if my thesis may be supported by future cash flow. Even projecting a 5 year free cash flow (\"FCF\") growth rate of 45% and then assuming a 9% perpetual growth rate (very generous assumptions), I still find TSLA stock should not trade over $150.</p><p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c07f13a52a88af371a1b262a496e9e32\" tg-height=\"205\" tg-width=\"640\"/><span>Author, with data from SA and own future forecast</span></p><p>As I said, it is not my investing style to short a stock or make short-term trades. I am in for the long term. But I think Tesla, Inc.'s stock got a bit ahead of itself, especially given the fact that it has reached such volumes that will make it harder for the company to keep on growing at the fast pace investors are expecting. Many investors have for sure gained a lot of money with Tesla stock, while many other have lost a ton of it. As for me, I keep on studying Tesla, Inc. as an investor interested in the industry, but I don't see TSLA stock as appealing as other opportunities. This is why I rate Tesla, Inc. as a hold.</p><p><i>This article is written by Luca Socci for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Tesla: Automaker Or Tech Company? My Take And My Investing Choice</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: Automaker Or Tech Company? My Take And My Investing Choice\n</h2>\n<h4 class=\"meta\">\n\n\n2023-02-24 16:07 GMT+8   <a href=\"https://seekingalpha.com/article/4580350-tesla-automaker-or-tech-company-my-take-and-my-investing-choice\"><strong>Seeking Alpha</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>SummaryThe big dilemma about Tesla, Inc. lies in the answer to a question: is Tesla an automaker or a tech company?In this article, I would like to share how I have come to find the answer.I will ...</p>\n<a href=\"https://seekingalpha.com/article/4580350-tesla-automaker-or-tech-company-my-take-and-my-investing-choice\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4527":"明星科技股","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0056508442.USD":"贝莱德世界科技基金A2","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4588":"碎股","BK4550":"红杉资本持仓","BK4574":"无人驾驶","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4551":"寇图资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4581":"高盛持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4099":"汽车制造商","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4511":"特斯拉概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4548":"巴美列捷福持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSLA":"特斯拉","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4534":"瑞士信贷持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4585":"ETF&股票定投概念","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4555":"新能源车","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"https://seekingalpha.com/article/4580350-tesla-automaker-or-tech-company-my-take-and-my-investing-choice","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313059413","content_text":"SummaryThe big dilemma about Tesla, Inc. lies in the answer to a question: is Tesla an automaker or a tech company?In this article, I would like to share how I have come to find the answer.I will share my investing choice, talking about Tesla's current valuation and potential investing alternatives.coffeekaiIntroductionTesla, Inc. (NASDAQ:TSLA) is one of those stocks - and companies - very difficult to write about without being caught in the fight between fans and haters. This is why, though quite interested in the automotive industry, I have been hesitant to writeabout it. In truth, there has been a lot of buzz about electric vehicles (\"EVs\"), and I think it hard to deny Tesla was a stock that experienced a lot of hype, leading to extreme valuations. This has made me cautious about it, as I know buzz and hype can be exciting but can lead to rash investing decisions.To be clear from the beginning of this article, I am no Tesla detractor. However, I am no Tesla investor, either. I do think Tesla is a great company, whose future is probably going to be quite bright. On the other hand, thereare a few things about the stock that rule it out of my portfolio where I actually own three other automakers.In this article, I will share for the first time my view on Tesla, hoping to present my thesis as objectively as possible. At the same time, I would like to show why I am currently building up a position in what seems to me an underestimated competitor of Tesla.The big question about TeslaThe first question I had to find an answer to assess Tesla was the following: what kind of company do I think Tesla is?We generally find two answers that revolve around these two concepts:Tesla is a tech companyTesla is an automaker.I know things can be more complex, but as far as my research goes I really think this is the crossroad where two different investing views and strategies diverge.I find myself agreeing with the second answer: Tesla is an automaker. This is somewhat supported by what the company states in its 10-k.We design, develop, manufacture, sell and lease high-performance fully electric vehicles and energy generation and storage systems, and offer services related to our products. We generally sell our products directly to customers, and continue to grow our customer-facing infrastructure through a global network of vehicle service centers, Mobile Service, body shops, Supercharger stations and Destination Chargers to accelerate the widespread adoption of our products. We emphasize performance, attractive styling and the safety of our users and workforce in the design and manufacture of our products and are continuing to develop full self-driving technology for improved safety. We also strive to lower the cost of ownership for our customers through continuous efforts to reduce manufacturing costs and by offering financial and other services tailored to our products.To be fair, these words are not only about electric vehicles manufacturing, as Tesla also claims to be focusing on energy generation and storage systems as well as on developing full self-driving technology (\"FSD\"). However, I see these other activities as necessarily linked to the manufacturing one. Tesla is indeed disruptive, and it has been a true pioneer, but I see it as the one company that redesigns what all other automakers will need to become to survive and thrive.Why do I think it important to answer this question? Simply put, it tells us what industry we think Tesla is a part of. This is quite important when we do a valuation of Tesla, as we need to look at the multiples of the industry.Tesla's financials support this view, too. In fact, if we look at the income statement streams chart, we clearly see how auto sales have the lion's share of total revenues, with $67.2 billion out of the total $81.5 billion (82.5%). If we consider the auto segment as a whole, including leasing and regulatory credits, Tesla earns 87.7% of its total revenues through activities linked to electric vehicles.created by incomestatementguy on reddit.itIn addition, it seems like Elon Musk himself thinks about Tesla as a \"volume carmaker\" in the \"automotive market,\" words he used during the last earnings call.Tesla's financialsIt is hard not to like Tesla's financials, especially if we look at their unfolding through the past decade. We have a CAGR revenue growth of almost 45%, while gross profit grew at a CAGR of 46.5% and EBITDA saw a stunning 81.6% CAGR from 2013 to the end of 2022.In recent years, the company has turned profitable, and since 2020 its net income has moved up from $721 million to $12.56 billion, which is a CAGR of 317.31%. This is what happens when a company finally reaches scale.Its balance sheet is strong, with just $1 billion of long-term debt and more than $22 billion in cash and short-term investments.Free cash flow (\"FCF\") is also strong, with $4.2 billion generated at the end of 2022 vs. the -$32.5 million reported at the end of 2013. The only flaw is that Tesla paid $1.56 billion in stock-based compensation (\"SBC\"), which actually makes the real free cash flow available to investors just $1 billion. In fact, as of now SBC is added to net income to calculate the final FCF, but, in reality, it is an expense that should be moved down to financing activities and be accounted for as an expense. Therefore, we have to subtract the amount spent on SBC twice to offset the current accounting rule that sees it as an addition, and then to subtract the real expense from the previous amount.However, on a positive note, Tesla seems to be reducing its SBC, since in 2021 it paid over $2.1 billion for this. But, still, the dilutive effect is sensible.In terms of profitability, the company is best in class. Here I would like to show one of my favorite graphs Tesla shares with investors. We see that, while the average selling price (ASP) moves down and then stabilizes around $55,000, the operating margin goes steadily up, coming in at 17%.Tesla Q4 2022 Shareholder DeckThis is another way to prove how it was vital for Tesla to reach scale, as it has done in recent years. Now, every dollar of additional revenue is more valuable because of increasingly good operating efficiency.Tesla reported 1.31 million cars sold in 2022 and expects to sell 1.8 million vehicles by the end of this fiscal year. Its plan was bold, targeting a 50% CAGR from 2020 to 2023. It is rather easy to think Tesla seems able to reach this goal.Tesla Q4 2022 Shareholder DeckSo, if everything is so bright, why am I not investing in Tesla?Why I am not a Tesla shareholderI have some perplexities about Tesla's expectations for the future, which inevitably impact my view of its valuation.Before we move on, let me state once again that I am no Tesla bear, nor do I think the stock should be shorted, even though it may have indeed reached a recent peak. However, this is not my investing style, since I look for companies to hold for a decade or two.Let me share what I am thinking about Tesla's upcoming years.The first thing I wonder about is linked to what automotive segment the company wants to address. We saw how Mr. Musk considers Tesla a volume carmaker. But we don't know exactly what kind of volume carmaker Tesla wants to be. Does it aim at being an 8 million one, like Volkswagen (OTCPK:VWAGY), General Motors (GM) or Toyota (TM)? Does it aim at selling between 2 and 3 million vehicles per year, like Mercedes (OTCPK:MBGAF) or BMW (OTCPK:BMWYY) do? The answer to this question is quite important for a forecast.Currently, Tesla manufactures four vehicles: the Model 3, Y, S and X. While Model 3 and Model Y have a base price for mass-market appeal, the other two don't. Still, both Model 3 and Model Y have a starting selling price between $40,000 and $60,000, which is not exactly the price range to address all consumers. The other two models have a starting selling price around $100,000.Tesla has written more than once that it is committed to making its manufacturing process more efficient to bring down the average selling price. However, there are other automakers that are able to sell electric vehicles at more affordable prices. Tesla may start manufacturing subcompact vehicles, but this would benefit mostly volumes over margins, as that segment is highly competitive and many automakers are already or will soon be producing electric cars for this market.The other option is that Tesla turns into a premium volume automaker. This will make it compete with brands such as Mercedes, BMW, Audi, Lexus and others. While this is a higher margin segment, volumes are a bit lower, with Mercedes and BMW selling about 2 million vehicles per year. Tesla may do a bit more, but I don't see it grabbing away from brands with such a strength all their market share.In fact, Mercedes' electric car portfolio seems to be already richer than Tesla's.In other words, I have a hard time thinking Tesla will be able to grow significantly among premium brands without finding hard competition with well-established and highly-appreciated brands.On the other hand, Tesla has the advantage in that it doesn't have to cannibalize its old models, while all other OEMs do. However, while we are seeing the same thing happening with Netflix (NFLX) and its other streaming competitors, where the latter have to cannibalize their profitable cable business to build up their own streaming platform, in the case of automakers, the shift toward EVs is actually generating higher profitability.My take: The issue with Tesla's valuation and what already I own instead of itIt may not sound that original saying that what keeps me from investing in Tesla is its sky-high valuation. But let's recall that oftentimes the easiest and most renowned investing principles are forgotten when buzz and hype take place. For sure, Tesla is exciting and this is why we should double down and caution.On my side, I don't immediately run away from a stock because I see a high P/E or a high P/FCF multiple. For example, staying within the automotive industry, I own Ferrari (RACE). I would never compare Ferrari to Tesla. They are too different. But it is just an example to show how I am willing to pay a higher price when I think it is worth it.However, the big difference I see between Ferrari and Tesla is that Ferrari's future results are much more predictable than Tesla's. Still, a jewel like Ferrari trades a lower multiples compared to Tesla: Ferrari trades at a 39 fwd P/E vs. Tesla's 58, its fwd EV/EBITDA is 21.4 vs. Tesla's 31, its P/FCF is 37.3 vs. Tesla's 44.8. And this happens while Ferrari's profitability metrics are better than Tesla's: 24% EBIT margin vs. 16.8%; net income margin at 18.4% for Ferrari while for Tesla it is at 15.4%, return on equity of 40.6% for Ferrari and at 32.5% for Tesla.Coming down to a more realistic comparison, so that we don't risk to mix apples with oranges, let's look at Mercedes and compare it to Tesla (in bold is the better result between the two):Tesla is the winner, but Mercedes is not very far behind, especially as we move down the income statement. Now, let's see how the market prices Tesla's leading position compared to Mercedes:To me, the difference is too wide, especially if we consider Mercedes' high-quality strategy that is effectively managing to increase the company's profitability.This is why I actually own Mercedes as my favorite pick among premium luxury automakers.My third pick - even though, as I have tried to explain, I think we are once again at risk of comparing chalk and cheese - is Stellantis N.V. (STLA). If we look at automakers that produce affordable vehicles truly addressed to customers without deep pockets, then I think the Stellantis bull case almost speaks for itself as soon as we look at its financials and at its multiples. We are talking about a double-digit margin automaker, with incredibly skilled management, lots of tailwinds going for it (i.e., synergies), low geopolitical risk, etc. trading at unreasonable multiples of a 3 fwd P/E, a 1.2 fwd (EV/EBITDA) and a 2.3 P/FCF. I am not kidding. The company trades as if it were to go bankrupt tomorrow, while it is swimming in cash.Let me share my discounted cash flow (\"DCF\") model on Tesla, just to check if my thesis may be supported by future cash flow. Even projecting a 5 year free cash flow (\"FCF\") growth rate of 45% and then assuming a 9% perpetual growth rate (very generous assumptions), I still find TSLA stock should not trade over $150.Author, with data from SA and own future forecastAs I said, it is not my investing style to short a stock or make short-term trades. I am in for the long term. But I think Tesla, Inc.'s stock got a bit ahead of itself, especially given the fact that it has reached such volumes that will make it harder for the company to keep on growing at the fast pace investors are expecting. Many investors have for sure gained a lot of money with Tesla stock, while many other have lost a ton of it. As for me, I keep on studying Tesla, Inc. as an investor interested in the industry, but I don't see TSLA stock as appealing as other opportunities. This is why I rate Tesla, Inc. as a hold.This article is written by Luca Socci for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955897730,"gmtCreate":1675319165220,"gmtModify":1676538992640,"author":{"id":"3567411499210880","authorId":"3567411499210880","name":"Nebhol","avatar":"https://static.tigerbbs.com/b0bfc2a45b91e41a283614268857b3a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567411499210880","authorIdStr":"3567411499210880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>At last?","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>At last?","text":"$Palantir Technologies Inc.(PLTR)$ At last?","images":[{"img":"https://community-static.tradeup.com/news/9a57c5cdc009ae10c76d1d869ad5e500","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955897730","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}