Profile - To The Moon

breAkdaWn

ZOOMBA

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- breAkdaWnbreAkdaWn
  ·03-06 13:32
  Run run away Foran. Back to your supermarket! Made a hash of airnz.
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- breAkdaWnbreAkdaWn
  ·02-23
  It's all about money! Lives don't matter
  White House Press Secretary Suggests Russia-Ukraine Conflict Could End "This Week"
  White House press secretary Karoline Leavitt said Saturday the president is confident in his ability to strike a deal with Russia to end the conflict in Ukraine, suggesting an end to the three-year-lo
  White House Press Secretary Suggests Russia-Ukraine Conflict Could End "This Week"
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- breAkdaWnbreAkdaWn
  ·02-16
  $Tesla Motors(TSLA)$ as usual talking it down! President EM is King!!
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- breAkdaWnbreAkdaWn
  ·02-14
  ‌$Tiger Brokers(TIGR)$ ‌up up to 60 same as HOOD
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- breAkdaWnbreAkdaWn
  ·02-13
  120 k!!! Soon
  Crypto Daily | Bitcoin Rebounds Above $96K; Cathie Wood Says Odds of $1.5M Bitcoin Price Have Gone Up
  Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.Crypto NewsBitcoin Rebounds Above $96,000 After a Sharp DropBitcoin rebound
  Crypto Daily | Bitcoin Rebounds Above $96K; Cathie Wood Says Odds of $1.5M Bitcoin Price Have Gone Up
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- breAkdaWnbreAkdaWn
  ·02-13
  Yeah President Musk! Go go go!
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- breAkdaWnbreAkdaWn
  ·02-12
  sam is not selling.. so why the worry?
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- breAkdaWnbreAkdaWn
  ·02-10
  Chinese will buy iPhone it's a prestige to own it. So is Tesla!
  Apple Is Not Overvalued, Buy And Hold
  SummaryDespite bearish views, I believe Apple remains a compelling buy-and-hold stock for long-term investors, even at its current high price.Concerns include underwhelming iPhone 16 sales, intensifie
  Apple Is Not Overvalued, Buy And Hold
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- breAkdaWnbreAkdaWn
  ·02-10
  $Tesla Motors(TSLA)$ the more it drops the higher the bounce . EM the king !! 500 caming soon
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- breAkdaWnbreAkdaWn
  ·02-10
  Drain the swamp.
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It’s very important for the president, because it will recoup American tax dollars,” Leavitt stated.</p><p style=\"text-align: start;\">“And it also will be a great economic partnership between the United States of America and for the Ukrainian people as well as they rebuild their country following this brutal war.”</p><p>Secretary of State Marco Rubio proclaimed the venture would yield $200 million in funds and add a “vested” security interest in Ukraine pending legislative approval. The State Department said the U.S. has provided $65.9 billion in military assistance to Ukraine since the start of the war.</p></body></html>","source":"lsy1657606627878","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>White House Press Secretary Suggests Russia-Ukraine Conflict Could End \"This Week\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhite House Press Secretary Suggests Russia-Ukraine Conflict Could End \"This Week\"\n</h2>\n<h4 class=\"meta\">\n\n\n2025-02-23 10:01 GMT+8   <a href=\"https://thehill.com/policy/defense/5159512-white-house-press-secretary-suggests-russia-ukraine-conflict-could-end-this-week/\"><strong>The Hill</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>White House press secretary Karoline Leavitt said Saturday the president is confident in his ability to strike a deal with Russia to end the conflict in Ukraine, suggesting an end to the three-year-...</p>\n<a href=\"https://thehill.com/policy/defense/5159512-white-house-press-secretary-suggests-russia-ukraine-conflict-could-end-this-week/\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://thehill.com/policy/defense/5159512-white-house-press-secretary-suggests-russia-ukraine-conflict-could-end-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188925826","content_text":"White House press secretary Karoline Leavitt said Saturday the president is confident in his ability to strike a deal with Russia to end the conflict in Ukraine, suggesting an end to the three-year-long war could come as early as this week.“The president, his team are very much focused on continuing negotiations with both sides of this war to end the conflict and the president is very confident we can get it done this week,” Leavitt told reporters on the South Lawn after returning from the Conservative Political Action Conference. The comments come as President Trump suggested Ukrainian President Volodymyr Zelensky “has no cards” and should sit out conversations with international leaders involving peace negotiations going forward.Leavitt mentioned that National Security Advisor Matt Waltz would be working “around the clock” this weekend on a deal and shared that Treasury Secretary Scott Bessent has been involved in discussions surrounding a proposed deal with the Ukrainians to harness raw minerals.“When it comes to the critical minerals, this is an important piece for the president. It’s very important for the president, because it will recoup American tax dollars,” Leavitt stated.“And it also will be a great economic partnership between the United States of America and for the Ukrainian people as well as they rebuild their country following this brutal war.”Secretary of State Marco Rubio proclaimed the venture would yield $200 million in funds and add a “vested” security interest in Ukraine pending legislative approval. The State Department said the U.S. has provided $65.9 billion in military assistance to Ukraine since the start of the war.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":404201475088864,"gmtCreate":1739706448771,"gmtModify":1739706452741,"author":{"id":"3569809505691000","authorId":"3569809505691000","name":"breAkdaWn","avatar":"https://community-static.tradeup.com/news/4c3676c14de9bfcd6f45bcf7ba4ddb6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569809505691000","authorIdStr":"3569809505691000"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> as usual talking it down! President EM is King!!","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> as usual talking it down! President EM is King!!","text":"$Tesla Motors(TSLA)$ as usual talking it down! President EM is King!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/404201475088864","repostId":"2511989956","repostType":4,"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":403465269457520,"gmtCreate":1739526596828,"gmtModify":1739527308288,"author":{"id":"3569809505691000","authorId":"3569809505691000","name":"breAkdaWn","avatar":"https://community-static.tradeup.com/news/4c3676c14de9bfcd6f45bcf7ba4ddb6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569809505691000","authorIdStr":"3569809505691000"},"themes":[],"htmlText":"‌<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ &nbsp;</a>‌up up to 60 same as HOOD","listText":"‌<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ &nbsp;</a>‌up up to 60 same as HOOD","text":"‌$Tiger Brokers(TIGR)$ ‌up up to 60 same as HOOD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/403465269457520","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":403055068184632,"gmtCreate":1739429878597,"gmtModify":1739429882372,"author":{"id":"3569809505691000","authorId":"3569809505691000","name":"breAkdaWn","avatar":"https://community-static.tradeup.com/news/4c3676c14de9bfcd6f45bcf7ba4ddb6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569809505691000","authorIdStr":"3569809505691000"},"themes":[],"htmlText":"120 k!!! Soon","listText":"120 k!!! Soon","text":"120 k!!! Soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/403055068184632","repostId":"1180789447","repostType":4,"repost":{"id":"1180789447","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1739428434,"share":"https://ttm.financial/m/news/1180789447?lang=&edition=fundamental","pubTime":"2025-02-13 14:33","market":"us","language":"en","title":"Crypto Daily | Bitcoin Rebounds Above $96K; Cathie Wood Says Odds of $1.5M Bitcoin Price Have Gone Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1180789447","media":"Tiger Newspress","summary":"Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.Crypto NewsBitcoin Rebounds Above $96,000 After a Sharp DropBitcoin rebound","content":"<html><head></head><body><p><strong><em>Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.</em></strong></p><h2 id=\"id_2266231118\">Crypto News</h2><h3 id=\"id_1978936179\">Bitcoin Rebounds Above $96,000 After a Sharp Drop</h3><p>Bitcoin rebounds above $96,000 on Thursday after a sharp drop.</p><p>Bitcoin sank on Wednesday after US inflation data came in higher than expected, pushing the cryptocurrency to its lowest level in nine days. The price correction accelerated as the US reported a 3% year-over-year increase in the Consumer Price Index (CPI) for January, leading to a retest of the $94,000 support level.</p><h3 id=\"id_1265341361\" style=\"text-align: start;\">20 US States Push Bitcoin Reserve Bills, Potentially Igniting a $23 Billion BTC Buying Frenzy</h3><p>Lawmakers across 20 U.S. states have introduced bills aimed at establishing bitcoin and digital asset reserves, potentially resulting in significant state-level investment. Matthew Sigel, head of digital assets research at asset management firm Vaneck, shared on social media platform X on Feb. 12:</p><blockquote><p><em>We analyzed 20 state-level bitcoin reserve bills. If enacted, they could drive $23 billion in buying, or 247K BTC. This sum is independent of any pension fund allocations, likely to rise if legislators move forward.</em></p></blockquote><p style=\"text-align: start;\">These bills in Oklahoma, Massachusetts, Wyoming, Ohio, Texas, Utah, North Dakota, Iowa, Illinois, Kentucky, Missouri, Maryland, New Mexico, South Dakota, Montana, New Hampshire, North Carolina, Arizona, Florida, and Pennsylvania propose various levels of bitcoin allocations from general funds, stabilization reserves, and state treasurers’ accounts.</p><h3 id=\"id_529851576\" style=\"text-align: start;\">Riot Platforms Appoints New Directors to Board with Inputs from Starboard, D.E. Shaw</h3><p>Bitcoin miner Riot Platformsb said on Wednesday it has appointed three new directors to its board after inputs from investors Starboard Value and D.E. Shaw.</p><p>The move comes after Reuters reported in January that D.E. Shaw, best known for employing quantitative investment tools to power returns, had built a position in the firm and might push for changes.</p><p>Last year, Starboard Value also took an undisclosed position in the company. Starboard had pushed Riot to consider allotting some of its power capacity to artificial intelligence.</p><h3 id=\"id_1814391218\" style=\"text-align: start;\">Cathie Wood Says Odds of $1,500,000 Bitcoin Price Have Gone Up</h3><p>ARK Invest’s Cathie Wood says that the chances of Bitcoin (BTC) eventually hitting $1.5 million are improving for one key reason.</p><p style=\"text-align: start;\">In a new update to investors, Wood says that it’s looking more likely that Bitcoin will increase by 1,455% its current value due to increasing adoption by financial institutions.</p><p><em>“Many people know us for our bull case, $1.5 million. And we actually think the odds have gone up that our bull case will be the right number because of what is becoming the institutionalization of this new asset class. So many institutional investors are now looking at Bitcoin and thinking that they need to add it to their asset allocation, because its return profile looks so much different and its risk profile looks so much different from all of the other assets in their portfolios.”</em></p><p style=\"text-align: start;\">Wood also says that the use of stablecoins is growing fast, with the total value of transactions made last year using digital assets pegged to fiat currency surpassing $15 trillion.</p><h3 id=\"id_1388377310\" style=\"text-align: start;\">Russian Bitcoin Exchange Co-Founder to Be Freed in Deal for American’s Release</h3><p>The Russian co-founder of a popular bitcoin exchange will be released from U.S. custody Wednesday, a day after a deal between Washington and Moscow freed American Marc Fogel, a U.S. official said.</p><p style=\"text-align: start;\">Alexander Vinnik, the co-founder of BTC-e, is in U.S. custody in California and being prepared for transport to Russia, the official said. A lawyer for Vinnik confirmed that his family had been informed he was getting ready to be sent to Russia.</p><p>U.S. authorities have said BTC-e was a key platform used by cybercriminals to facilitate ransomware extortions, identity-theft schemes and narcotics distribution. Vinnik had been awaiting sentencing in the U.S. in late June, after pleading guilty to conspiracy to commit money laundering. He had been detained since 2017, first in Greece and then in France, before his extradition to the U.S. in 2022 at the age of 42.</p><h2 id=\"id_1130603688\">Bitcoin Spot ETF Flow</h2><p>The overall net outflow of the US Bitcoin spot ETF on Wednesday was $251.03 million. The total net asset value of Bitcoin spot ETFs is $113.91 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 5.92%.</p><p class=\"t-img-caption\"><img alt=\"Source: SoSoValue\" src=\"https://community-static.tradeup.com/news/315e28e53bf685ce28edf06bd1cfd713\" tg-height=\"255\" tg-width=\"1780\" title=\"Source: SoSoValue\"/><span>Source: SoSoValue</span></p><p>The Bitcoin spot ETF with the highest net outflow on February 12 was <a href=\"https://laohu8.com/S/FBTC\">Fidelity Wise Origin Bitcoin Fund</a> (FBTC), with a net inflow of $101.97 million. Following that was <a href=\"https://laohu8.com/S/ARKB\">ARK 21Shares Bitcoin ETF</a> (ARKB), with a net outflow of 97.03 million, according to SoSoValue.</p><p class=\"t-img-caption\"><img alt=\"Source: SoSoValue\" src=\"https://community-static.tradeup.com/news/4f6a19028ae5304dbced9591ad3e3ee0\" tg-height=\"618\" tg-width=\"1787\" title=\"Source: SoSoValue\"/><span>Source: SoSoValue</span></p><p></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>Crypto Daily | Bitcoin Rebounds Above $96K; Cathie Wood Says Odds of $1.5M Bitcoin Price Have Gone Up</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\">\nCrypto Daily | Bitcoin Rebounds Above $96K; Cathie Wood Says Odds of $1.5M Bitcoin Price Have Gone Up\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-02-13 14:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><strong><em>Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.</em></strong></p><h2 id=\"id_2266231118\">Crypto News</h2><h3 id=\"id_1978936179\">Bitcoin Rebounds Above $96,000 After a Sharp Drop</h3><p>Bitcoin rebounds above $96,000 on Thursday after a sharp drop.</p><p>Bitcoin sank on Wednesday after US inflation data came in higher than expected, pushing the cryptocurrency to its lowest level in nine days. The price correction accelerated as the US reported a 3% year-over-year increase in the Consumer Price Index (CPI) for January, leading to a retest of the $94,000 support level.</p><h3 id=\"id_1265341361\" style=\"text-align: start;\">20 US States Push Bitcoin Reserve Bills, Potentially Igniting a $23 Billion BTC Buying Frenzy</h3><p>Lawmakers across 20 U.S. states have introduced bills aimed at establishing bitcoin and digital asset reserves, potentially resulting in significant state-level investment. Matthew Sigel, head of digital assets research at asset management firm Vaneck, shared on social media platform X on Feb. 12:</p><blockquote><p><em>We analyzed 20 state-level bitcoin reserve bills. If enacted, they could drive $23 billion in buying, or 247K BTC. This sum is independent of any pension fund allocations, likely to rise if legislators move forward.</em></p></blockquote><p style=\"text-align: start;\">These bills in Oklahoma, Massachusetts, Wyoming, Ohio, Texas, Utah, North Dakota, Iowa, Illinois, Kentucky, Missouri, Maryland, New Mexico, South Dakota, Montana, New Hampshire, North Carolina, Arizona, Florida, and Pennsylvania propose various levels of bitcoin allocations from general funds, stabilization reserves, and state treasurers’ accounts.</p><h3 id=\"id_529851576\" style=\"text-align: start;\">Riot Platforms Appoints New Directors to Board with Inputs from Starboard, D.E. Shaw</h3><p>Bitcoin miner Riot Platformsb said on Wednesday it has appointed three new directors to its board after inputs from investors Starboard Value and D.E. Shaw.</p><p>The move comes after Reuters reported in January that D.E. Shaw, best known for employing quantitative investment tools to power returns, had built a position in the firm and might push for changes.</p><p>Last year, Starboard Value also took an undisclosed position in the company. Starboard had pushed Riot to consider allotting some of its power capacity to artificial intelligence.</p><h3 id=\"id_1814391218\" style=\"text-align: start;\">Cathie Wood Says Odds of $1,500,000 Bitcoin Price Have Gone Up</h3><p>ARK Invest’s Cathie Wood says that the chances of Bitcoin (BTC) eventually hitting $1.5 million are improving for one key reason.</p><p style=\"text-align: start;\">In a new update to investors, Wood says that it’s looking more likely that Bitcoin will increase by 1,455% its current value due to increasing adoption by financial institutions.</p><p><em>“Many people know us for our bull case, $1.5 million. And we actually think the odds have gone up that our bull case will be the right number because of what is becoming the institutionalization of this new asset class. So many institutional investors are now looking at Bitcoin and thinking that they need to add it to their asset allocation, because its return profile looks so much different and its risk profile looks so much different from all of the other assets in their portfolios.”</em></p><p style=\"text-align: start;\">Wood also says that the use of stablecoins is growing fast, with the total value of transactions made last year using digital assets pegged to fiat currency surpassing $15 trillion.</p><h3 id=\"id_1388377310\" style=\"text-align: start;\">Russian Bitcoin Exchange Co-Founder to Be Freed in Deal for American’s Release</h3><p>The Russian co-founder of a popular bitcoin exchange will be released from U.S. custody Wednesday, a day after a deal between Washington and Moscow freed American Marc Fogel, a U.S. official said.</p><p style=\"text-align: start;\">Alexander Vinnik, the co-founder of BTC-e, is in U.S. custody in California and being prepared for transport to Russia, the official said. A lawyer for Vinnik confirmed that his family had been informed he was getting ready to be sent to Russia.</p><p>U.S. authorities have said BTC-e was a key platform used by cybercriminals to facilitate ransomware extortions, identity-theft schemes and narcotics distribution. Vinnik had been awaiting sentencing in the U.S. in late June, after pleading guilty to conspiracy to commit money laundering. He had been detained since 2017, first in Greece and then in France, before his extradition to the U.S. in 2022 at the age of 42.</p><h2 id=\"id_1130603688\">Bitcoin Spot ETF Flow</h2><p>The overall net outflow of the US Bitcoin spot ETF on Wednesday was $251.03 million. The total net asset value of Bitcoin spot ETFs is $113.91 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 5.92%.</p><p class=\"t-img-caption\"><img alt=\"Source: SoSoValue\" src=\"https://community-static.tradeup.com/news/315e28e53bf685ce28edf06bd1cfd713\" tg-height=\"255\" tg-width=\"1780\" title=\"Source: SoSoValue\"/><span>Source: SoSoValue</span></p><p>The Bitcoin spot ETF with the highest net outflow on February 12 was <a href=\"https://laohu8.com/S/FBTC\">Fidelity Wise Origin Bitcoin Fund</a> (FBTC), with a net inflow of $101.97 million. Following that was <a href=\"https://laohu8.com/S/ARKB\">ARK 21Shares Bitcoin ETF</a> (ARKB), with a net outflow of 97.03 million, according to SoSoValue.</p><p class=\"t-img-caption\"><img alt=\"Source: SoSoValue\" src=\"https://community-static.tradeup.com/news/4f6a19028ae5304dbced9591ad3e3ee0\" tg-height=\"618\" tg-width=\"1787\" title=\"Source: SoSoValue\"/><span>Source: SoSoValue</span></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FBTC":"Fidelity Wise Origin Bitcoin Fund","ARKB":"ARK 21Shares Bitcoin ETF","RIOT":"Riot Platforms"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180789447","content_text":"Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.Crypto NewsBitcoin Rebounds Above $96,000 After a Sharp DropBitcoin rebounds above $96,000 on Thursday after a sharp drop.Bitcoin sank on Wednesday after US inflation data came in higher than expected, pushing the cryptocurrency to its lowest level in nine days. The price correction accelerated as the US reported a 3% year-over-year increase in the Consumer Price Index (CPI) for January, leading to a retest of the $94,000 support level.20 US States Push Bitcoin Reserve Bills, Potentially Igniting a $23 Billion BTC Buying FrenzyLawmakers across 20 U.S. states have introduced bills aimed at establishing bitcoin and digital asset reserves, potentially resulting in significant state-level investment. Matthew Sigel, head of digital assets research at asset management firm Vaneck, shared on social media platform X on Feb. 12:We analyzed 20 state-level bitcoin reserve bills. If enacted, they could drive $23 billion in buying, or 247K BTC. This sum is independent of any pension fund allocations, likely to rise if legislators move forward.These bills in Oklahoma, Massachusetts, Wyoming, Ohio, Texas, Utah, North Dakota, Iowa, Illinois, Kentucky, Missouri, Maryland, New Mexico, South Dakota, Montana, New Hampshire, North Carolina, Arizona, Florida, and Pennsylvania propose various levels of bitcoin allocations from general funds, stabilization reserves, and state treasurers’ accounts.Riot Platforms Appoints New Directors to Board with Inputs from Starboard, D.E. ShawBitcoin miner Riot Platformsb said on Wednesday it has appointed three new directors to its board after inputs from investors Starboard Value and D.E. Shaw.The move comes after Reuters reported in January that D.E. Shaw, best known for employing quantitative investment tools to power returns, had built a position in the firm and might push for changes.Last year, Starboard Value also took an undisclosed position in the company. Starboard had pushed Riot to consider allotting some of its power capacity to artificial intelligence.Cathie Wood Says Odds of $1,500,000 Bitcoin Price Have Gone UpARK Invest’s Cathie Wood says that the chances of Bitcoin (BTC) eventually hitting $1.5 million are improving for one key reason.In a new update to investors, Wood says that it’s looking more likely that Bitcoin will increase by 1,455% its current value due to increasing adoption by financial institutions.“Many people know us for our bull case, $1.5 million. And we actually think the odds have gone up that our bull case will be the right number because of what is becoming the institutionalization of this new asset class. So many institutional investors are now looking at Bitcoin and thinking that they need to add it to their asset allocation, because its return profile looks so much different and its risk profile looks so much different from all of the other assets in their portfolios.”Wood also says that the use of stablecoins is growing fast, with the total value of transactions made last year using digital assets pegged to fiat currency surpassing $15 trillion.Russian Bitcoin Exchange Co-Founder to Be Freed in Deal for American’s ReleaseThe Russian co-founder of a popular bitcoin exchange will be released from U.S. custody Wednesday, a day after a deal between Washington and Moscow freed American Marc Fogel, a U.S. official said.Alexander Vinnik, the co-founder of BTC-e, is in U.S. custody in California and being prepared for transport to Russia, the official said. A lawyer for Vinnik confirmed that his family had been informed he was getting ready to be sent to Russia.U.S. authorities have said BTC-e was a key platform used by cybercriminals to facilitate ransomware extortions, identity-theft schemes and narcotics distribution. Vinnik had been awaiting sentencing in the U.S. in late June, after pleading guilty to conspiracy to commit money laundering. He had been detained since 2017, first in Greece and then in France, before his extradition to the U.S. in 2022 at the age of 42.Bitcoin Spot ETF FlowThe overall net outflow of the US Bitcoin spot ETF on Wednesday was $251.03 million. The total net asset value of Bitcoin spot ETFs is $113.91 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 5.92%.Source: SoSoValueThe Bitcoin spot ETF with the highest net outflow on February 12 was Fidelity Wise Origin Bitcoin Fund (FBTC), with a net inflow of $101.97 million. Following that was ARK 21Shares Bitcoin ETF (ARKB), with a net outflow of 97.03 million, according to SoSoValue.Source: SoSoValue","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":403055624655184,"gmtCreate":1739429642516,"gmtModify":1739429646275,"author":{"id":"3569809505691000","authorId":"3569809505691000","name":"breAkdaWn","avatar":"https://community-static.tradeup.com/news/4c3676c14de9bfcd6f45bcf7ba4ddb6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569809505691000","authorIdStr":"3569809505691000"},"themes":[],"htmlText":"Yeah President Musk! Go go go!","listText":"Yeah President Musk! Go go go!","text":"Yeah President Musk! Go go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/403055624655184","repostId":"2511840005","repostType":2,"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402639447838920,"gmtCreate":1739328240515,"gmtModify":1739328244372,"author":{"id":"3569809505691000","authorId":"3569809505691000","name":"breAkdaWn","avatar":"https://community-static.tradeup.com/news/4c3676c14de9bfcd6f45bcf7ba4ddb6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569809505691000","authorIdStr":"3569809505691000"},"themes":[],"htmlText":"sam is not selling.. so why the worry?","listText":"sam is not selling.. so why the worry?","text":"sam is not selling.. so why the worry?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402639447838920","repostId":"1141960761","repostType":2,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":401925524980168,"gmtCreate":1739153919130,"gmtModify":1739154298395,"author":{"id":"3569809505691000","authorId":"3569809505691000","name":"breAkdaWn","avatar":"https://community-static.tradeup.com/news/4c3676c14de9bfcd6f45bcf7ba4ddb6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569809505691000","authorIdStr":"3569809505691000"},"themes":[],"htmlText":"Chinese will buy iPhone it's a prestige to own it. So is Tesla!","listText":"Chinese will buy iPhone it's a prestige to own it. So is Tesla!","text":"Chinese will buy iPhone it's a prestige to own it. So is Tesla!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/401925524980168","repostId":"1148715748","repostType":4,"repost":{"id":"1148715748","kind":"news","pubTimestamp":1739152929,"share":"https://ttm.financial/m/news/1148715748?lang=&edition=fundamental","pubTime":"2025-02-10 10:02","market":"us","language":"en","title":"Apple Is Not Overvalued, Buy And Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1148715748","media":"Seeking Alpha","summary":"SummaryDespite bearish views, I believe Apple remains a compelling buy-and-hold stock for long-term investors, even at its current high price.Concerns include underwhelming iPhone 16 sales, intensifie","content":"<html><head></head><body><h2 id=\"id_2746060554\">Summary</h2><ul style=\"\"><li><p>Despite bearish views, I believe Apple remains a compelling buy-and-hold stock for long-term investors, even at its current high price.</p></li><li><p>Concerns include underwhelming iPhone 16 sales, intensified competition in China, longer upgrade cycles, and rich valuations.</p></li><li><p>Apple's strong cash flow, supply chain diversification, and brand loyalty mitigate these risks, making it a safer bet than its WACC suggests.</p></li><li><p>Paying 28x next-year EPS is fair for Apple, given its ecosystem strength, services growth, and robust balance sheet.</p></li></ul><p class=\"t-img-caption\"><img alt=\"Kenneth Cheung\" src=\"https://community-static.tradeup.com/news/3343d97ea78e72b284ad07b0651cd9ac\" tg-height=\"500\" tg-width=\"750\" title=\"Kenneth Cheung\"/><span>Kenneth Cheung</span></p><p>I don't often write rebuttal articles, but I feel compelled to do so today.</p><p>Recently, Seeking Alpha contributor Shubhm Mitessh Thakkar published the third \"strong sell\" rating on Apple (NASDAQ:AAPL) out of nearly 40 Seeking Alpha analyst articles released so far in 2025. While I disagree with his opinion that Apple is facing a potential 40% decline from current levels (more importantly, I deeply respect his opinion and those of other contributors on this platform), I sympathize with and often share his concerns.</p><p>Even so, I believe that Apple remains a compelling buy-and-hold stock for investors that are interested in compounding gains over a multi-year period, even at the current share price of $231 that is not too far from the all-time highs.</p><h2 id=\"id_1879327092\">AAPL: the bear case</h2><p>Rather than regurgitating Mr. Thakkar's bearish arguments in detail, I invite the reader to check out his well-reasoned article in full. But for the benefit of the \"TL;DR crowd\", I list below the main topics that I intend to briefly tackle in this article, one at a time:</p><ul style=\"\"><li><p><strong>iPhone 16 and Apple Intelligence not well-received</strong>: Apple's new iPhone has not been a big hit, with total iPhone sales having dropped by an estimated 4% YOY in calendar Q4. Also, few consumers seem thrilled by Apple Intelligence.</p></li><li><p><strong>The \"China problem\"</strong>: competition seems to have intensified in the region, particularly against domestic vendors Huawei and Vivo, while Apple seems quite a bit exposed to the US-China trade war risk.</p></li><li><p><strong>Longer upgrade cycles</strong>: consumers seem to be hanging on to their phones for longer, putting pressure on demand for new iPhones.</p></li><li><p><strong>Rich valuations</strong>: a deep dive into intrinsic valuation analysis suggests that Apple's equity should be worth $144 per share rather than $231, suggesting a downside potential of roughly 40%.</p></li></ul><h2 id=\"id_2031006036\">On the iPhone 16 and AI</h2><p>Every iPhone cycle is plagued by intense skepticism. In 2017, many doubted that Apple could sell a phone for more than $1,000. In 2020, it was all about COVID-19 and the supply chain. The focus shifted to a combination of increased competition and an unfavorable macro landscape in 2022 and 2023, as interest rates skyrocketed alongside inflation. Last year was just more of the same, even if a different flavor of it.</p><p>From a trading perspective, in fact, there seems to be a \"buy the hype\" followed by a \"sell the news\" phenomenon that has been fairly consistent each year, making the third calendar quarter much better for investors than the fourth period -- the newest iteration of the iPhone is usually launched in September.</p><p class=\"t-img-caption\"><img alt=\"Stock Rover\" src=\"https://community-static.tradeup.com/news/12fed27a3c8c9a43e2ea107ea66b38fc\" tg-height=\"304\" tg-width=\"1200\" title=\"Stock Rover\"/><span>Stock Rover</span></p><p>I don't expect the iPhone 16 (or the iPhone 17, 18, etc.) to be any different. Importantly, and at a higher level, I think that trying to time entries and exits into and out of the stock based on the success of the current-year phone model is too speculative and rarely leads to a whole lot of alpha being generated.</p><p>On Apple Intelligence, a bearish take poses two problems, in my view. First, it is hard to tell if there is or there will ever be any direct connection or correlation between how well received by consumers that particular AI feature or product is and Apple's stock price movements. My gut feeling says \"maybe\", but only minimally at best.</p><p>Second, Apple Intelligence is still brand new, as are many other AI offerings in the market today. In fact, Apple Intelligence is barely reaching much of the world outside of the US (e.g., ChatGPT integration), with improvements to Siri expected to roll out only in April 2025.</p><p>So, except for a select few traders that might be trying to nail the timing of stock price movements driven by AI developments to the week or the month, I think that focusing on Apple Intelligence's shortfalls this early in the process might be a mistake.</p><p>Also, don't forget that Apple has a large pile of cash and extraordinary cash flow production abilities (in addition to eye-popping ROIC, suggesting that Apple can \"make money out of thin air\") to address business problems with lots of dry powder as these challenges arise.</p><h2 id=\"id_4243833834\">On the China Problem</h2><p>China is a recurring problem for Apple, and it has been for years. Once considered the \"growth engine\", the Greater China region has sputtered more than anything else in the past decade.</p><p>I wouldn't want to downplay the challenges and risks that Apple faces in the country, but two important qualifiers are worth highlighting. First, in what pertains to the supply side of the equation, Apple is substantially less dependent on the country today. Once upon a time, in 2020 (that is, shortly after the first trade war of 2018-2019 with China and the start of the COVID-19 crisis), about half of Apple's supplier count came from China. By the end of 2023, the number was a mere 33% (see chart below).</p><p class=\"t-img-caption\"><img alt=\"DM Martins Research, data from company reports\" src=\"https://community-static.tradeup.com/news/b4102f8ea8414181bededf85deba41ab\" tg-height=\"392\" tg-width=\"640\" title=\"DM Martins Research, data from company reports\"/><span>DM Martins Research, data from company reports</span></p><p>Apple's supply chain in Asia outside China, Japan, and Taiwan has more than doubled in size in only about three years, in an impressive supply chain diversification effort. Therefore, I see less of a China risk on the supply side, certainly relative to the pre-pandemic period.</p><p>On the demand side, Greater China continues to be the most volatile region in Apple's geographic portfolio. Quarterly revenue growth in the region has been in line with that of the total company and the Americas segment since 2019, at more than 7%. But the volatility in quarterly growth rates has been off the charts: 31% vs. only 14% for the total company (see chart below). This means that Greater China is highly unpredictable, which in turn plays a huge role in it probably not being a very important driver of the stock's value -- i.e., likely being all but irrelevant to the investment thesis.</p><p class=\"t-img-caption\"><img alt=\"DM Martins Research, data from company's IR page\" src=\"https://community-static.tradeup.com/news/0826546f2832aef9c3684ab8c01c2386\" tg-height=\"385\" tg-width=\"640\" title=\"DM Martins Research, data from company's IR page\"/><span>DM Martins Research, data from company's IR page</span></p><h2 id=\"id_3194058358\">On the Upgrade Cycle</h2><p>Longer upgrade cycles are, in fact, a slight concern that I share with most bears. Worth noting, however, this issue has been at the forefront for many years, as Mr. Thakkar points out in his article, when he highlights that the average smartphone lifespan (consumer) has been increasing progressively from around 2.6 to nearly 3.0 years since 2013 at least.</p><p>Here, I think that Apple has done a good job making its phones more accessible to consumers by, primarily, (1) expanding the product portfolio to reach price points of as low as $429 for the iPhone SE, and (2) making payment plans widely available, which in turn has reduced Apple's dependence on carrier promos.</p><h2 id=\"id_3077322219\">On Apple's Valuation</h2><p>Valuation would probably be a good topic for an entire new 1,000-word article. The gist of it is that Apple has always traded at rich valuations, at least in the <a class=\"promotion-word\" href=\"https://ttm.financial/U/4197426040463442\">Tim Cook</a> era, which has not prevented the stock from producing 185% cumulative returns in the past 5 years and gains of 630% in the past decade.</p><p>Regarding DCF, I used the valuation methodology in 2023 to \"realistically\" (that is, using assumptions that few would challenge as pie-in-the-sky) estimate Apple's equity value at $1.8 trillion. Since then, AAPL stock has climbed 32% in less than 18 months to be worth today about twice as much as my DCF's output.</p><p>Therefore, I would warn investors against trusting their spreadsheets blindly. In my view, the market perceives Apple to be a safer bet than the company's WACC (weighted average cost of capital) of over 10% might suggest, and I believe that this will continue to be the case for many years.</p><p>Considering (1) Apple's brand loyalty and the power of the ecosystem, (2) how compelling the services segment is, from a growth and cash flow predictability perspectives, and (3) the company's strong balance sheet and return metrics, I think that paying 28x next-year EPS is fair, even if not a once-in-a-lifetime bargain, for a stock like Apple.</p></body></html>","source":"lsy1728464409321","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>Apple Is Not Overvalued, Buy And Hold</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Is Not Overvalued, Buy And Hold\n</h2>\n<h4 class=\"meta\">\n\n\n2025-02-10 10:02 GMT+8   <a href=\"https://seekingalpha.com/article/4756449-apple-is-not-overvalued-buy-and-hold\"><strong>Seeking Alpha</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>SummaryDespite bearish views, I believe Apple remains a compelling buy-and-hold stock for long-term investors, even at its current high price.Concerns include underwhelming iPhone 16 sales, ...</p>\n<a href=\"https://seekingalpha.com/article/4756449-apple-is-not-overvalued-buy-and-hold\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4756449-apple-is-not-overvalued-buy-and-hold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148715748","content_text":"SummaryDespite bearish views, I believe Apple remains a compelling buy-and-hold stock for long-term investors, even at its current high price.Concerns include underwhelming iPhone 16 sales, intensified competition in China, longer upgrade cycles, and rich valuations.Apple's strong cash flow, supply chain diversification, and brand loyalty mitigate these risks, making it a safer bet than its WACC suggests.Paying 28x next-year EPS is fair for Apple, given its ecosystem strength, services growth, and robust balance sheet.Kenneth CheungI don't often write rebuttal articles, but I feel compelled to do so today.Recently, Seeking Alpha contributor Shubhm Mitessh Thakkar published the third \"strong sell\" rating on Apple (NASDAQ:AAPL) out of nearly 40 Seeking Alpha analyst articles released so far in 2025. While I disagree with his opinion that Apple is facing a potential 40% decline from current levels (more importantly, I deeply respect his opinion and those of other contributors on this platform), I sympathize with and often share his concerns.Even so, I believe that Apple remains a compelling buy-and-hold stock for investors that are interested in compounding gains over a multi-year period, even at the current share price of $231 that is not too far from the all-time highs.AAPL: the bear caseRather than regurgitating Mr. Thakkar's bearish arguments in detail, I invite the reader to check out his well-reasoned article in full. But for the benefit of the \"TL;DR crowd\", I list below the main topics that I intend to briefly tackle in this article, one at a time:iPhone 16 and Apple Intelligence not well-received: Apple's new iPhone has not been a big hit, with total iPhone sales having dropped by an estimated 4% YOY in calendar Q4. Also, few consumers seem thrilled by Apple Intelligence.The \"China problem\": competition seems to have intensified in the region, particularly against domestic vendors Huawei and Vivo, while Apple seems quite a bit exposed to the US-China trade war risk.Longer upgrade cycles: consumers seem to be hanging on to their phones for longer, putting pressure on demand for new iPhones.Rich valuations: a deep dive into intrinsic valuation analysis suggests that Apple's equity should be worth $144 per share rather than $231, suggesting a downside potential of roughly 40%.On the iPhone 16 and AIEvery iPhone cycle is plagued by intense skepticism. In 2017, many doubted that Apple could sell a phone for more than $1,000. In 2020, it was all about COVID-19 and the supply chain. The focus shifted to a combination of increased competition and an unfavorable macro landscape in 2022 and 2023, as interest rates skyrocketed alongside inflation. Last year was just more of the same, even if a different flavor of it.From a trading perspective, in fact, there seems to be a \"buy the hype\" followed by a \"sell the news\" phenomenon that has been fairly consistent each year, making the third calendar quarter much better for investors than the fourth period -- the newest iteration of the iPhone is usually launched in September.Stock RoverI don't expect the iPhone 16 (or the iPhone 17, 18, etc.) to be any different. Importantly, and at a higher level, I think that trying to time entries and exits into and out of the stock based on the success of the current-year phone model is too speculative and rarely leads to a whole lot of alpha being generated.On Apple Intelligence, a bearish take poses two problems, in my view. First, it is hard to tell if there is or there will ever be any direct connection or correlation between how well received by consumers that particular AI feature or product is and Apple's stock price movements. My gut feeling says \"maybe\", but only minimally at best.Second, Apple Intelligence is still brand new, as are many other AI offerings in the market today. In fact, Apple Intelligence is barely reaching much of the world outside of the US (e.g., ChatGPT integration), with improvements to Siri expected to roll out only in April 2025.So, except for a select few traders that might be trying to nail the timing of stock price movements driven by AI developments to the week or the month, I think that focusing on Apple Intelligence's shortfalls this early in the process might be a mistake.Also, don't forget that Apple has a large pile of cash and extraordinary cash flow production abilities (in addition to eye-popping ROIC, suggesting that Apple can \"make money out of thin air\") to address business problems with lots of dry powder as these challenges arise.On the China ProblemChina is a recurring problem for Apple, and it has been for years. Once considered the \"growth engine\", the Greater China region has sputtered more than anything else in the past decade.I wouldn't want to downplay the challenges and risks that Apple faces in the country, but two important qualifiers are worth highlighting. First, in what pertains to the supply side of the equation, Apple is substantially less dependent on the country today. Once upon a time, in 2020 (that is, shortly after the first trade war of 2018-2019 with China and the start of the COVID-19 crisis), about half of Apple's supplier count came from China. By the end of 2023, the number was a mere 33% (see chart below).DM Martins Research, data from company reportsApple's supply chain in Asia outside China, Japan, and Taiwan has more than doubled in size in only about three years, in an impressive supply chain diversification effort. Therefore, I see less of a China risk on the supply side, certainly relative to the pre-pandemic period.On the demand side, Greater China continues to be the most volatile region in Apple's geographic portfolio. Quarterly revenue growth in the region has been in line with that of the total company and the Americas segment since 2019, at more than 7%. But the volatility in quarterly growth rates has been off the charts: 31% vs. only 14% for the total company (see chart below). This means that Greater China is highly unpredictable, which in turn plays a huge role in it probably not being a very important driver of the stock's value -- i.e., likely being all but irrelevant to the investment thesis.DM Martins Research, data from company's IR pageOn the Upgrade CycleLonger upgrade cycles are, in fact, a slight concern that I share with most bears. Worth noting, however, this issue has been at the forefront for many years, as Mr. Thakkar points out in his article, when he highlights that the average smartphone lifespan (consumer) has been increasing progressively from around 2.6 to nearly 3.0 years since 2013 at least.Here, I think that Apple has done a good job making its phones more accessible to consumers by, primarily, (1) expanding the product portfolio to reach price points of as low as $429 for the iPhone SE, and (2) making payment plans widely available, which in turn has reduced Apple's dependence on carrier promos.On Apple's ValuationValuation would probably be a good topic for an entire new 1,000-word article. The gist of it is that Apple has always traded at rich valuations, at least in the Tim Cook era, which has not prevented the stock from producing 185% cumulative returns in the past 5 years and gains of 630% in the past decade.Regarding DCF, I used the valuation methodology in 2023 to \"realistically\" (that is, using assumptions that few would challenge as pie-in-the-sky) estimate Apple's equity value at $1.8 trillion. Since then, AAPL stock has climbed 32% in less than 18 months to be worth today about twice as much as my DCF's output.Therefore, I would warn investors against trusting their spreadsheets blindly. In my view, the market perceives Apple to be a safer bet than the company's WACC (weighted average cost of capital) of over 10% might suggest, and I believe that this will continue to be the case for many years.Considering (1) Apple's brand loyalty and the power of the ecosystem, (2) how compelling the services segment is, from a growth and cash flow predictability perspectives, and (3) the company's strong balance sheet and return metrics, I think that paying 28x next-year EPS is fair, even if not a once-in-a-lifetime bargain, for a stock like Apple.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":401910608638176,"gmtCreate":1739150018730,"gmtModify":1739150022797,"author":{"id":"3569809505691000","authorId":"3569809505691000","name":"breAkdaWn","avatar":"https://community-static.tradeup.com/news/4c3676c14de9bfcd6f45bcf7ba4ddb6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569809505691000","authorIdStr":"3569809505691000"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> the more it drops the higher the bounce . EM the king !! 500 caming soon","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> the more it drops the higher the bounce . EM the king !! 500 caming soon","text":"$Tesla Motors(TSLA)$ the more it drops the higher the bounce . EM the king !! 500 caming soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/401910608638176","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":401909076328904,"gmtCreate":1739149903345,"gmtModify":1739149907095,"author":{"id":"3569809505691000","authorId":"3569809505691000","name":"breAkdaWn","avatar":"https://community-static.tradeup.com/news/4c3676c14de9bfcd6f45bcf7ba4ddb6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569809505691000","authorIdStr":"3569809505691000"},"themes":[],"htmlText":"Drain the swamp.","listText":"Drain the swamp.","text":"Drain the swamp.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/401909076328904","repostId":"1107743750","repostType":2,"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}