Profile - To The Moon

minniemouse

Posts · 52Posts · 52
Following · 0Following · 0
Followers · 0Followers · 0

- minniemouseminniemouse
  ·09-16
  $NVIDIA(NVDA)$ Be patient..
  537 Comment
  1
  Share
  Report
- minniemouseminniemouse
  ·2024-04-28
  $iQiyi Inc.(IQ)$ more to come [Miser] [Miser]
  2.29K Comment
  Like
  Share
  Report
- minniemouseminniemouse
  ·2022-09-23
  Ok
  ASML: A Growing And Profitable Monopoly Franchise
  SummaryASML enjoys a monopoly position by being the only supplier of cutting-edge lithography system
  ASML: A Growing And Profitable Monopoly Franchise
  2.69K Comment
  1
  Share
  Report
- minniemouseminniemouse
  ·2022-09-15
  Ok
  3 Hydrogen Stocks to Buy for the $11 Trillion Breakout
  Technological advancements and falling renewable energy costs have led to a new era of scalable “Gre
  3 Hydrogen Stocks to Buy for the $11 Trillion Breakout
  2.46K Comment
  2
  Share
  Report
- minniemouseminniemouse
  ·2022-09-12
  Ok
  Reminder: HKEX Market Closes For Mid-Autumn Festival on Monday, 12 September 2022
  The Hong Kong market and China A-share market close on Monday, 12 September 2022 for Mid-Autumn Fest
  Reminder: HKEX Market Closes For Mid-Autumn Festival on Monday, 12 September 2022
  2.05K Comment
  3
  Share
  Report
- minniemouseminniemouse
  ·2022-09-02
  [Onlooker] [Onlooker]
  Sorry, this post has been deleted
  2.29K Comment
  Like
  Share
  Report
- minniemouseminniemouse
  ·2022-03-30
  Wow
  AMC Stock Springs Back to Life, but Buyer Beware
  Investors (and probably some short sellers) bid AMC stock up 45% in one day
  AMC Stock Springs Back to Life, but Buyer Beware
  3.71K 1
  Like
  Share
  Report
- minniemouseminniemouse
  ·2022-03-16
  $iQiyi Inc.(IQ)$wow
  3.50K Comment
  Like
  Share
  Report
- minniemouseminniemouse
  ·2022-03-16
  wow
  Oil Prices Tumble Below $100 and Keep Falling. Here’s Why.
  U.S. oil prices fell more than 6% early Tuesday, to below $97 a barrel. Spencer Platt/Getty ImagesOi
  Oil Prices Tumble Below $100 and Keep Falling. Here’s Why.
  2.20K Comment
  1
  Share
  Report
- minniemouseminniemouse
  ·2022-03-08
  🥲
  Hot Chinese ADRs Tumbled in Morning Trading
  Hot Chinese ADRs tumbled in morning trading, with DiDi falling 5% and RLX falling 8%.
  Hot Chinese ADRs Tumbled in Morning Trading
  2.90K Comment
  2
  Share
  Report
No followers yet

Most Discussed

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3586231218640097","uuid":"3586231218640097","gmtCreate":1623154331769,"gmtModify":1736075000077,"name":"minniemouse","pinyin":"minniemouse","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/8a2da7bbf5373fc24fa0601713bc16de","hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","hatId":"shopping-fd556ad1f8a0f9099df9398fe69bf93e","hatName":"2025 New Year frame","vip":1,"status":2,"fanSize":7,"headSize":72,"tweetSize":52,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.06","exceedPercentage":"80.51%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":6,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":479106510499968,"gmtCreate":1757989924224,"gmtModify":1757989927603,"author":{"id":"3586231218640097","authorId":"3586231218640097","name":"minniemouse","avatar":"https://community-static.tradeup.com/news/8a2da7bbf5373fc24fa0601713bc16de","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586231218640097","idStr":"3586231218640097"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Be patient..","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Be patient..","text":"$NVIDIA(NVDA)$ Be patient..","images":[{"img":"https://community-static.tradeup.com/news/6f4d7324c9781dd0ef94a2a8bab54a4a","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479106510499968","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":300021275427056,"gmtCreate":1714266898187,"gmtModify":1714266902522,"author":{"id":"3586231218640097","authorId":"3586231218640097","name":"minniemouse","avatar":"https://community-static.tradeup.com/news/8a2da7bbf5373fc24fa0601713bc16de","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586231218640097","idStr":"3586231218640097"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IQ\">$iQiyi Inc.(IQ)$ </a> more to come&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/IQ\">$iQiyi Inc.(IQ)$ </a> more to come&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;","text":"$iQiyi Inc.(IQ)$ more to come [Miser] [Miser]","images":[{"img":"https://community-static.tradeup.com/news/63b411ac8eeaa3b0534abe5fd9f72112","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300021275427056","isVote":1,"tweetType":1,"viewCount":2292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9913944046,"gmtCreate":1663900951786,"gmtModify":1676537360010,"author":{"id":"3586231218640097","authorId":"3586231218640097","name":"minniemouse","avatar":"https://community-static.tradeup.com/news/8a2da7bbf5373fc24fa0601713bc16de","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586231218640097","idStr":"3586231218640097"},"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/9913944046","repostId":"2269695170","repostType":4,"repost":{"id":"2269695170","kind":"highlight","pubTimestamp":1663900059,"share":"https://ttm.financial/m/news/2269695170?lang=&edition=fundamental","pubTime":"2022-09-23 10:27","market":"us","language":"en","title":"ASML: A Growing And Profitable Monopoly Franchise","url":"https://stock-news.laohu8.com/highlight/detail?id=2269695170","media":"Seeking Alpha","summary":"SummaryASML enjoys a monopoly position by being the only supplier of cutting-edge lithography system","content":"<html><head></head><body><p>Summary</p><ul><li>ASML enjoys a monopoly position by being the only supplier of cutting-edge lithography systems.</li><li>The increasing demand for chips and its solid pricing power should support ASML’s growth profile for many years.</li><li>Current valuations suggest upside potential provided the company keeps delivering strong operational results.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9ecd68eb158bec2dfd3c66dc4c256e3\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Michael Vi</span></p><h2><b>Company overview</b></h2><p>ASML Holding (NASDAQ:ASML) is one of the world’s largest developer, manufacturer and supplier of semiconductors manufacturing equipment. The group sells lithography systems to semiconductor manufacturers such as TSMC (TSM), Samsung (OTCPK:SSNLF) or Intel (INTC). These lithography systems enable chipmakers to print with a high degree of precision the patterns that form the electronic circuits on a chip. The company is headquartered in Amsterdam and has a market capitalization of around € 188B<i>.</i></p><p>ASML produces two kind of lithography systems: Deep Ultraviolet (DUV) and Extreme Ultraviolet (EUV). DUV is an old technology that has evolved over time while EUV is a new state-of-the-art technology. EUV technology has been developed by ASML, which is the only provider of EUV machines. This technology is very complex and enables to produce light with much shorter wavelengths than DUV light (13.5 nanometer, which is 14 times shorter!). The shorter the wavelengths, the higher the precision and the thinner the lines printed on the microchips, which allow semiconductor manufacturers to increase the number of transistors on a chip, thus significantly improving its performance. The thickness of patterns and details etchings can now be up to 5 nanometers, which is impressive given a 5 nm etch is twenty thousand times thinner than the thickness of an A4 paper. To be fair, more advanced DUV systems (immersion systems) can also produce up to 5 nm chips but the process requires multiples immersions (given DUV systems etch 32 nm patterns per single exposure) while EUV can do it at once, resulting in better productivity and lower production costs. According to Morningstar, such technology reduces the cycle-time by 3-to-6 times and reduces costs by 15% to 50% compared with multiple patterning schemes. In addition to lithography systems, ASML also sells metrology and inspection systems that measure the quality of patterns on chips and help to locate and analyze chip defects.</p><p>ASML generates three quarters of its revenue with the sales of systems and one quarter with the sales of services.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b480722cbe5925ba2120fa3242ac822\" tg-width=\"598\" tg-height=\"441\" width=\"100%\" height=\"auto\"/><span>Source: Annual report</span></p><h2><b>Moats</b></h2><p>ASML has strong intangible assets backed by technological superiority (only player to have developed EUV systems), well-educated and specialized workforce and large R&amp;D spending. The company has spent 17.5% of its revenue over the last decade in R&amp;D, which represented an R&amp;D budget of € 750M a decade ago and amounts € 2.5B nowadays. Total R&amp;D spending amounts € 14.2B over the last decade and they have started to develop this technology at least since 2005. Besides, the company has a strong relationship with its key customers, which participate to the development and financing of the EUV technology. In 2012, TSMC, Samsung and Intel, the three most important customers, acquired an aggregate 23% equity stake in order to fund the development of EUV. Since then, they all have sold their shares.</p><p>The time and money required for the development of similar technologies are real barriers to entry. The technological expertise is even more difficult to overcome as highlighted by the inability for existing competitors such as Nikon and Canon to compete with ASML for EUV tools despite being able to produce DUV systems. Finally, customers are more likely to prefer ASML’s products (for a similar level of performance) because they trust the brand and are already familiar with existing products. A potential competitor would have to develop a much better technology or a significant cheaper one to eventually convince chipmakers to switch.</p><h2><b>ASML Stock key metrics</b></h2><p>ASML&#39;s financial numbers are very impressive. Revenue grew at a 13% CAGR over the last decade and grew at an even faster pace of 22% CAGR over the period 2016/2021 thanks to the launch of higher-priced EUV systems (first unit sold in 2015). Operating margins improved from 25.6% in 2016 to 36.3% in 2021. As a result, EPS and FCF per share grew at a 31% and 50% CAGR over the same period, respectively. Finally, the ROIC improved significantly and averaged roughly 30% in average since 2015. Please note that 2021 ROIC benefits from the huge increase in deferred revenue that reduce the working capital (higher current liabilities).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e1cb2d181a98b170b64ecaae7700a2e\" tg-width=\"705\" tg-height=\"298\" width=\"100%\" height=\"auto\"/><span>Source: Author and annual reports</span></p><p>The company is highly cash generative, which enable ASML to generate enough cash flow to pay for its development. ASML spent most of its cash on share buyback and dividend after meeting its capex requirements and occasional M&amp;A transactions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24c24b940d62ba3d3ff68b880a29125f\" tg-width=\"851\" tg-height=\"304\" width=\"100%\" height=\"auto\"/><span>Source: Author</span></p><h2><b>Growth opportunities</b></h2><p>Semiconductors are mission-critical components that are essential in the proper functioning of electronic goods. Given continuous technological progress (5G, artificial intelligence…), increasing connectivity and data usage (autonomous vehicle, cloud computing, IoT…), and a strong willingness from humans to adopt new technologies, the demand for semiconductors is poised to keep growing over the coming decade. In addition, many governments consider semiconductors as an important part of their sovereignty and support projects that will bring back production capacity in their countries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7b11e4a61471ce07c1e4280c51ba160\" tg-width=\"1280\" tg-height=\"739\" width=\"100%\" height=\"auto\"/><span>Source: ASML</span></p><p>Improving the performance of a chip requires decreasing the etching thickness of integrated circuits, which will support the uptake of cutting-edge EUV tools. While the number of EUV system units shipped has increased significantly since its launch in 2015 (86% CAGR), it still account for a small portion of unit-mix (8% of total unit sold). However, EUV machines enjoy a much higher selling prices and stronger pricing power than other systems. As a result, EUV accounts now for 46% of total systems revenue whereas it was only 2% in 2015.</p><blockquote>ASML has sold a total of about 140 EUV systems in the past decade, each one now costing up to $200 million, according to Wennink. The price tag for its next machine, called High NA, will be more than $300 million.</blockquote><blockquote>Source: CNBC</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9eb9ce774f9ea8dd59498f279c0b0d33\" tg-width=\"774\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Source: Annual reports and author</span></p><p>The services segment accounts for about a quarter of total revenue and has also been growing nicely (a 17% CAGR since 2015) thanks to the growing installed base (15% units CAGR over the same period). The installed base should continue to grow going forward thanks to the increasing number of system sales. Customers will most likely continue to value high-value services such as software and tool upgrades that enable to improve the productivity (downtime reduction, cost reductions, production optimization, defect detection…) and extend the lifetime of systems.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59391f272a6a531d80c142712f3ca238\" tg-width=\"818\" tg-height=\"148\" width=\"100%\" height=\"auto\"/><span>Source: Annual reports and author</span></p><p>The companyexpects to generate between $ 24B and $ 30B of revenue in 2025 and believe that revenue will grow at a 11% CAGR over the period 2020/2030. Gross margin should improve from 52.7% in 2021 to≈ 55% in 2025 (midpoint of the 54%/56% guidance). We believe that these estimates are realistic because the demand is very strong as highlighted by the order book (more about that in the next section) and higher-margin EUV systems will account for a larger portion of business mix.</p><h2><b>A quick review of Q2 financial results</b></h2><p>ASML reported better than expected Q2 financial results but lowered its Q3 and full-year outlook. However, the company remains positive on global demand despite a more challenging economic environment. ASML does not notice any cancellations or push out from its clients and still face a demand, which is above its current manufacturing capacity. Total orders are at an all-time high (€ 8.5B) and the backlog reaches € 33B, offering significant visibility.</p><p>ASML now expects a full-year revenue growth of 10% (20% previously) and a gross margin comprised between 49% and 50% (52% previously). The guidance downgrade is the result of lower revenue due to fast shipments combined with an unfavorable product mix (fewer EUV systems) and inflationary pressure. In general, ASML completes final tests within its production facilities before shipping the systems to its clients. However, clients want to receive systems as quickly as possible because ASML faced delays in systems production because of supply-chain issues. As a result, ASML accelerates the delivery process by postponing the final tests in customer locations but cannot close the transaction before these tests have been fully implemented, thus revenue are not recognized (they are booked as deferred revenue).</p><p>The lower 2022 revenue expectations is not an issue for two reasons: 1) it does not affect cash flow (invoiced upon shipment) and 2) the situation will reverse over time (meaning that ASML will book more revenue at some time than what the number of shipment implies). We note that the guidance downgrade is fully the result of a delay in revenue recognition and has nothing to do with the number of systems shipped or the price of these systems. Indeed, the initial guidance expected 2021 revenue of € 18.6B to grow 20% and reach € 22.3B in 2022. However, the company expects now €2.8 billion value of fast shipments, a € 1.8B increase from initial expectations. Subtracting that number to the original revenue guidance of € 22.3B lead to € 20.5B, which is 10% higher than 2021 revenue, in line with new revenue growth rate expectation.</p><h2><b>Valuation</b></h2><p>The stock currently trades at a 4.9% FCF yield and a forward P/E of 26x, which seems justified for a company able to post a 30% ROIC and to grow revenue at a 10% CAGR over the next decade. Our model assumes that ASML will deliver the high-end of the company guidance in terms of unit sold. On top of that, we pencil strong pricing power (and product-mix improvement) for EUV machines. As a result, our scenario assumes EUR 32,9B revenue in 2025, significantly more than the EUR 30B company guidance. We derive a 41% operating margin and a net income of EUR 11.4B when the consensus forecasts a 38.5% operating margin and EUR 10.5B net income. Finally, we apply a FCF yield of 5% and a PE of 20x to value the company. The expected return is around 6/7% per year over the coming years, to which must be added a dividend yield of 1% (that will increase towards 2% as dividend grows) and the benefit of share repurchases that will most likely yield around 1/2%. As a result, we can expect a return around 8/10% per annum.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d7249db938afc38b2e2d77a8b71eb2c\" tg-width=\"877\" tg-height=\"275\" width=\"100%\" height=\"auto\"/><span>Source: Author</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/370268c063ed9501ebda58f8bf8ecd30\" tg-width=\"492\" tg-height=\"788\" width=\"100%\" height=\"auto\"/><span>Source: Author</span></p><h2><b>Conclusion</b></h2><p>ASML is a high-quality company whose business should continue to grow for many years thanks to the strong demand for semiconductors and its solid pricing power. We believe that the company could still offer attractive returns for its shareholders that is why we are happy to remain shareholders of the company.</p><h2><b>Risks:</b></h2><p>Bargaining power: ASML’s is highly dependent on few powerful clients (TSMC, Samsung, Intel, Micron…)</p><p>Supply chain disruption: ASML relies on a few key suppliers for some strategic components.</p><p>Technological disruption: Failing to develop new cutting-edge technologies while a competitor does could lead to a feat similar to Nikon or Canon who failed to adapt to new lithography technologies.</p><p>Geopolitical risk: Most semiconductors are manufactured in Taiwan.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ASML: A Growing And Profitable Monopoly Franchise</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\">\nASML: A Growing And Profitable Monopoly Franchise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-23 10:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542524-asml-growing-profitable-monopoly-franchise><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryASML enjoys a monopoly position by being the only supplier of cutting-edge lithography systems.The increasing demand for chips and its solid pricing power should support ASML’s growth profile ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542524-asml-growing-profitable-monopoly-franchise\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/article/4542524-asml-growing-profitable-monopoly-franchise","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269695170","content_text":"SummaryASML enjoys a monopoly position by being the only supplier of cutting-edge lithography systems.The increasing demand for chips and its solid pricing power should support ASML’s growth profile for many years.Current valuations suggest upside potential provided the company keeps delivering strong operational results.Michael ViCompany overviewASML Holding (NASDAQ:ASML) is one of the world’s largest developer, manufacturer and supplier of semiconductors manufacturing equipment. The group sells lithography systems to semiconductor manufacturers such as TSMC (TSM), Samsung (OTCPK:SSNLF) or Intel (INTC). These lithography systems enable chipmakers to print with a high degree of precision the patterns that form the electronic circuits on a chip. The company is headquartered in Amsterdam and has a market capitalization of around € 188B.ASML produces two kind of lithography systems: Deep Ultraviolet (DUV) and Extreme Ultraviolet (EUV). DUV is an old technology that has evolved over time while EUV is a new state-of-the-art technology. EUV technology has been developed by ASML, which is the only provider of EUV machines. This technology is very complex and enables to produce light with much shorter wavelengths than DUV light (13.5 nanometer, which is 14 times shorter!). The shorter the wavelengths, the higher the precision and the thinner the lines printed on the microchips, which allow semiconductor manufacturers to increase the number of transistors on a chip, thus significantly improving its performance. The thickness of patterns and details etchings can now be up to 5 nanometers, which is impressive given a 5 nm etch is twenty thousand times thinner than the thickness of an A4 paper. To be fair, more advanced DUV systems (immersion systems) can also produce up to 5 nm chips but the process requires multiples immersions (given DUV systems etch 32 nm patterns per single exposure) while EUV can do it at once, resulting in better productivity and lower production costs. According to Morningstar, such technology reduces the cycle-time by 3-to-6 times and reduces costs by 15% to 50% compared with multiple patterning schemes. In addition to lithography systems, ASML also sells metrology and inspection systems that measure the quality of patterns on chips and help to locate and analyze chip defects.ASML generates three quarters of its revenue with the sales of systems and one quarter with the sales of services.Source: Annual reportMoatsASML has strong intangible assets backed by technological superiority (only player to have developed EUV systems), well-educated and specialized workforce and large R&D spending. The company has spent 17.5% of its revenue over the last decade in R&D, which represented an R&D budget of € 750M a decade ago and amounts € 2.5B nowadays. Total R&D spending amounts € 14.2B over the last decade and they have started to develop this technology at least since 2005. Besides, the company has a strong relationship with its key customers, which participate to the development and financing of the EUV technology. In 2012, TSMC, Samsung and Intel, the three most important customers, acquired an aggregate 23% equity stake in order to fund the development of EUV. Since then, they all have sold their shares.The time and money required for the development of similar technologies are real barriers to entry. The technological expertise is even more difficult to overcome as highlighted by the inability for existing competitors such as Nikon and Canon to compete with ASML for EUV tools despite being able to produce DUV systems. Finally, customers are more likely to prefer ASML’s products (for a similar level of performance) because they trust the brand and are already familiar with existing products. A potential competitor would have to develop a much better technology or a significant cheaper one to eventually convince chipmakers to switch.ASML Stock key metricsASML's financial numbers are very impressive. Revenue grew at a 13% CAGR over the last decade and grew at an even faster pace of 22% CAGR over the period 2016/2021 thanks to the launch of higher-priced EUV systems (first unit sold in 2015). Operating margins improved from 25.6% in 2016 to 36.3% in 2021. As a result, EPS and FCF per share grew at a 31% and 50% CAGR over the same period, respectively. Finally, the ROIC improved significantly and averaged roughly 30% in average since 2015. Please note that 2021 ROIC benefits from the huge increase in deferred revenue that reduce the working capital (higher current liabilities).Source: Author and annual reportsThe company is highly cash generative, which enable ASML to generate enough cash flow to pay for its development. ASML spent most of its cash on share buyback and dividend after meeting its capex requirements and occasional M&A transactions.Source: AuthorGrowth opportunitiesSemiconductors are mission-critical components that are essential in the proper functioning of electronic goods. Given continuous technological progress (5G, artificial intelligence…), increasing connectivity and data usage (autonomous vehicle, cloud computing, IoT…), and a strong willingness from humans to adopt new technologies, the demand for semiconductors is poised to keep growing over the coming decade. In addition, many governments consider semiconductors as an important part of their sovereignty and support projects that will bring back production capacity in their countries.Source: ASMLImproving the performance of a chip requires decreasing the etching thickness of integrated circuits, which will support the uptake of cutting-edge EUV tools. While the number of EUV system units shipped has increased significantly since its launch in 2015 (86% CAGR), it still account for a small portion of unit-mix (8% of total unit sold). However, EUV machines enjoy a much higher selling prices and stronger pricing power than other systems. As a result, EUV accounts now for 46% of total systems revenue whereas it was only 2% in 2015.ASML has sold a total of about 140 EUV systems in the past decade, each one now costing up to $200 million, according to Wennink. The price tag for its next machine, called High NA, will be more than $300 million.Source: CNBCSource: Annual reports and authorThe services segment accounts for about a quarter of total revenue and has also been growing nicely (a 17% CAGR since 2015) thanks to the growing installed base (15% units CAGR over the same period). The installed base should continue to grow going forward thanks to the increasing number of system sales. Customers will most likely continue to value high-value services such as software and tool upgrades that enable to improve the productivity (downtime reduction, cost reductions, production optimization, defect detection…) and extend the lifetime of systems.Source: Annual reports and authorThe companyexpects to generate between $ 24B and $ 30B of revenue in 2025 and believe that revenue will grow at a 11% CAGR over the period 2020/2030. Gross margin should improve from 52.7% in 2021 to≈ 55% in 2025 (midpoint of the 54%/56% guidance). We believe that these estimates are realistic because the demand is very strong as highlighted by the order book (more about that in the next section) and higher-margin EUV systems will account for a larger portion of business mix.A quick review of Q2 financial resultsASML reported better than expected Q2 financial results but lowered its Q3 and full-year outlook. However, the company remains positive on global demand despite a more challenging economic environment. ASML does not notice any cancellations or push out from its clients and still face a demand, which is above its current manufacturing capacity. Total orders are at an all-time high (€ 8.5B) and the backlog reaches € 33B, offering significant visibility.ASML now expects a full-year revenue growth of 10% (20% previously) and a gross margin comprised between 49% and 50% (52% previously). The guidance downgrade is the result of lower revenue due to fast shipments combined with an unfavorable product mix (fewer EUV systems) and inflationary pressure. In general, ASML completes final tests within its production facilities before shipping the systems to its clients. However, clients want to receive systems as quickly as possible because ASML faced delays in systems production because of supply-chain issues. As a result, ASML accelerates the delivery process by postponing the final tests in customer locations but cannot close the transaction before these tests have been fully implemented, thus revenue are not recognized (they are booked as deferred revenue).The lower 2022 revenue expectations is not an issue for two reasons: 1) it does not affect cash flow (invoiced upon shipment) and 2) the situation will reverse over time (meaning that ASML will book more revenue at some time than what the number of shipment implies). We note that the guidance downgrade is fully the result of a delay in revenue recognition and has nothing to do with the number of systems shipped or the price of these systems. Indeed, the initial guidance expected 2021 revenue of € 18.6B to grow 20% and reach € 22.3B in 2022. However, the company expects now €2.8 billion value of fast shipments, a € 1.8B increase from initial expectations. Subtracting that number to the original revenue guidance of € 22.3B lead to € 20.5B, which is 10% higher than 2021 revenue, in line with new revenue growth rate expectation.ValuationThe stock currently trades at a 4.9% FCF yield and a forward P/E of 26x, which seems justified for a company able to post a 30% ROIC and to grow revenue at a 10% CAGR over the next decade. Our model assumes that ASML will deliver the high-end of the company guidance in terms of unit sold. On top of that, we pencil strong pricing power (and product-mix improvement) for EUV machines. As a result, our scenario assumes EUR 32,9B revenue in 2025, significantly more than the EUR 30B company guidance. We derive a 41% operating margin and a net income of EUR 11.4B when the consensus forecasts a 38.5% operating margin and EUR 10.5B net income. Finally, we apply a FCF yield of 5% and a PE of 20x to value the company. The expected return is around 6/7% per year over the coming years, to which must be added a dividend yield of 1% (that will increase towards 2% as dividend grows) and the benefit of share repurchases that will most likely yield around 1/2%. As a result, we can expect a return around 8/10% per annum.Source: AuthorSource: AuthorConclusionASML is a high-quality company whose business should continue to grow for many years thanks to the strong demand for semiconductors and its solid pricing power. We believe that the company could still offer attractive returns for its shareholders that is why we are happy to remain shareholders of the company.Risks:Bargaining power: ASML’s is highly dependent on few powerful clients (TSMC, Samsung, Intel, Micron…)Supply chain disruption: ASML relies on a few key suppliers for some strategic components.Technological disruption: Failing to develop new cutting-edge technologies while a competitor does could lead to a feat similar to Nikon or Canon who failed to adapt to new lithography technologies.Geopolitical risk: Most semiconductors are manufactured in Taiwan.","news_type":1,"symbols_score_info":{"ASML":1}},"isVote":1,"tweetType":1,"viewCount":2689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934853325,"gmtCreate":1663221569867,"gmtModify":1676537231324,"author":{"id":"3586231218640097","authorId":"3586231218640097","name":"minniemouse","avatar":"https://community-static.tradeup.com/news/8a2da7bbf5373fc24fa0601713bc16de","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586231218640097","idStr":"3586231218640097"},"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/9934853325","repostId":"2267540273","repostType":4,"repost":{"id":"2267540273","kind":"highlight","pubTimestamp":1663220630,"share":"https://ttm.financial/m/news/2267540273?lang=&edition=fundamental","pubTime":"2022-09-15 13:43","market":"us","language":"en","title":"3 Hydrogen Stocks to Buy for the $11 Trillion Breakout","url":"https://stock-news.laohu8.com/highlight/detail?id=2267540273","media":"InvestorPlace","summary":"Technological advancements and falling renewable energy costs have led to a new era of scalable “Gre","content":"<div>\n<p>Technological advancements and falling renewable energy costs have led to a new era of scalable “Green Hydrogen” production.Thanks to its unmatched energy density, hydrogen outplays battery ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2022/09/3-hydrogen-stocks-to-buy-for-the-11-trillion-breakout/\">Web Link</a>\n\n</div>\n","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Hydrogen Stocks to Buy for the $11 Trillion Breakout</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Hydrogen Stocks to Buy for the $11 Trillion Breakout\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-15 13:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2022/09/3-hydrogen-stocks-to-buy-for-the-11-trillion-breakout/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technological advancements and falling renewable energy costs have led to a new era of scalable “Green Hydrogen” production.Thanks to its unmatched energy density, hydrogen outplays battery ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2022/09/3-hydrogen-stocks-to-buy-for-the-11-trillion-breakout/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源","BE":"Bloom Energy Corp","BLDP":"巴拉德动力系统"},"source_url":"https://investorplace.com/hypergrowthinvesting/2022/09/3-hydrogen-stocks-to-buy-for-the-11-trillion-breakout/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267540273","content_text":"Technological advancements and falling renewable energy costs have led to a new era of scalable “Green Hydrogen” production.Thanks to its unmatched energy density, hydrogen outplays battery electricity when it comes to range, recharging times and emissions.Hypergrowth investors should take a good hard look at these emerging hydrogen stocks.Today, electric vehicles are all the rage. They’re at the epicenter of the world’s shift to cut carbon emissions dramatically and rapidly for a cleaner future. But EVs weren’t always at the forefront of the Clean Energy Revolution. Indeed, back in 2003, it was all about hydrogen.In his 2003 State of the Union address, then-President George W. Bush said, “the first car driven by a child born today could be powered by hydrogen and be pollution-free.”He was half-right. There are a lot of pollution-free cars out there today. And many children born back in 2003 are driving them. But for the most part, they’re powered by electric batteries, not hydrogen fuel cells.Where did it go wrong?In the words of Matthew Blieske, Shell’s (SHEL) global hydrogen product manager, “… there was always something missing.”The History of HydrogenIn the early 2000s, hydrogen fuel cells were hyped up for their ability to reduce energy dependence. That was at a time when crude oil prices were north of $50 and rising. But falling oil prices in the late 2000s and early 2010s sapped some of this hype. And it dramatically slowed the Clean Energy Revolution.Then the world started getting serious about decarbonization again in the back half of the 2010s. And hydrogen was but one of many zero-emission energy sources out there, alongside solar, wind, and electric batteries.And relative to those other energy sources, hydrogen has proven to be less efficient and more expensive.That’s because hydrogen, while the most abundant element in the universe, doesn’t exist in its pure form on Earth. So, producing it requires a complex, multi-step process. And that results in significant electricity loss and requires tons of added infrastructure – and dollars.Not to mention, to offset these extra costs, most companies have turned to producing hydrogen from cheap natural gas. That means that most isn’t zero-emissions at all.Net-net, hydrogen has gone from being the epicenter of the Clean Energy Revolution to just a niche afterthought.But that’s all about to change.The Hydrogen Economy is on the cusp of an enormous tipping point.For the first time in its choppy history, the time has come for this clean energy source to reign.The Drivers Have ArrivedAs every country works toward a net-zero emissions target, the global political stage is set for mass decarbonization.Economies of scale have led to the cost of hydrogen fuel cells dropping 60% over the past decade. Deloitte expects those costs to drop below electric battery and combustion engine costs within just a few years…Technological advancements and falling renewable energy costs have led to a new era of scalable “Green Hydrogen” production. And now it can be cost-effectively produced from renewable energy sources, like solar and wind.In other words, all the drivers have finally shown up to the party at the same time.In the words of Blieske: “[In the past] there was a policy missing, or the technology wasn’t quite ready, or people were not so serious about decarbonization. We don’t see those barriers anymore.”With those barriers removed, the Hydrogen Economy will tip into its long overdue renaissance in the 2020s. And that will create what Morgan Stanley sees as an $11 trillion market in the coming decades.Source: InvestorPlaceWhere will all this hypergrowth come from?We’ll see it in high-usage and long-range energy and transportation markets. That’s where hydrogen’s advantages over electric batteries shine brightest.The Final Word on Hydrogen StocksYou see, when it comes to cost, efficiency, safety, and public roads infrastructure, battery electricity wins out. To that extent, battery electricity will likely be the dominant clean energy source for passenger cars and last-mile delivery vans.But thanks to its unmatched energy density, hydrogen outplays battery electricity when it comes to range, recharging times, and emissions. So, in heavy-usage and long-range situations, hydrogen is best in class. Therefore, those fuel cells will likely be the dominant clean energy source for industry, stationary and cross-country haul.Think forklifts in warehouses, trucks that travel across the country, and ships that sail across oceans. And what about data centers that have to be “always on”?Indeed, hydrogen fuel cells are on the cusp of disrupting those industries over the next decade.Who is at the forefront of this multi-trillion-dollar disruption?Plug Power  is. The company started out supplying hydrogen fuel cells for forklifts to warehouse operators like Walmart (WMT) and Amazon (AMZN). Now Plug Power is morphing into an all-in-one, vertically integrated powerhouse at the epicenter of the Hydrogen Economy.Needless to say, Plug Power stock is a long-term winner.But other names are also piquing interest in this hypergrowth space…Like Ballard Power, who’s making hydrogen fuel cells for buses, trucks, and trains. And Bloom Energy  is creating energy “boxes” powered by green hydrogen to help replace grid power.With these hypergrowth stocks, you have three of the highest-quality plays on the multi-trillion-dollar Hydrogen Revolution. And they’re three stocks that could easily rise several hundred percent in the 2020s.Hypergrowth investors should take a good hard look at these emerging hydrogen stocks.","news_type":1,"symbols_score_info":{"BE":1,"BLDP":1,"PLUG":1}},"isVote":1,"tweetType":1,"viewCount":2461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932247285,"gmtCreate":1662949558348,"gmtModify":1676537169657,"author":{"id":"3586231218640097","authorId":"3586231218640097","name":"minniemouse","avatar":"https://community-static.tradeup.com/news/8a2da7bbf5373fc24fa0601713bc16de","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586231218640097","idStr":"3586231218640097"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932247285","repostId":"1195980012","repostType":4,"repost":{"id":"1195980012","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":1662944586,"share":"https://ttm.financial/m/news/1195980012?lang=&edition=fundamental","pubTime":"2022-09-12 09:03","market":"hk","language":"en","title":"Reminder: HKEX Market Closes For Mid-Autumn Festival on Monday, 12 September 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1195980012","media":"Tiger Newspress","summary":"The Hong Kong market and China A-share market close on Monday, 12 September 2022 for Mid-Autumn Fest","content":"<html><head></head><body><p>The Hong Kong market and China A-share market close on Monday, 12 September 2022 for Mid-Autumn Festival. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/6acb19d0806e661f34d0b1f91a270c21\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: HKEX Market Closes For Mid-Autumn Festival on Monday, 12 September 2022</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\">\nReminder: HKEX Market Closes For Mid-Autumn Festival on Monday, 12 September 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-12 09:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Hong Kong market and China A-share market close on Monday, 12 September 2022 for Mid-Autumn Festival. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/6acb19d0806e661f34d0b1f91a270c21\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195980012","content_text":"The Hong Kong market and China A-share market close on Monday, 12 September 2022 for Mid-Autumn Festival. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.","news_type":1,"symbols_score_info":{"000001.SH":0.9,"HSTECH":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":2054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939207733,"gmtCreate":1662109016222,"gmtModify":1676536999727,"author":{"id":"3586231218640097","authorId":"3586231218640097","name":"minniemouse","avatar":"https://community-static.tradeup.com/news/8a2da7bbf5373fc24fa0601713bc16de","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586231218640097","idStr":"3586231218640097"},"themes":[],"htmlText":"[Onlooker]&nbsp;[Onlooker]&nbsp;","listText":"[Onlooker]&nbsp;[Onlooker]&nbsp;","text":"[Onlooker] [Onlooker]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939207733","repostId":"2263341500","repostType":2,"isVote":1,"tweetType":1,"viewCount":2292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019203956,"gmtCreate":1648598986755,"gmtModify":1676534360469,"author":{"id":"3586231218640097","authorId":"3586231218640097","name":"minniemouse","avatar":"https://community-static.tradeup.com/news/8a2da7bbf5373fc24fa0601713bc16de","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586231218640097","idStr":"3586231218640097"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9019203956","repostId":"1120016829","repostType":2,"repost":{"id":"1120016829","kind":"news","pubTimestamp":1648539903,"share":"https://ttm.financial/m/news/1120016829?lang=&edition=fundamental","pubTime":"2022-03-29 15:45","market":"us","language":"en","title":"AMC Stock Springs Back to Life, but Buyer Beware","url":"https://stock-news.laohu8.com/highlight/detail?id=1120016829","media":"InvestorPlace","summary":"Investors (and probably some short sellers) bid AMC stock up 45% in one day","content":"<div>\n<p>AMC Entertainment Holding (NYSE:AMC) is again making waves. In the past two weeks, AMC stock has more than doubled, including a 45% single-day jump Monday. It’s important to note that the recent rally...</p>\n\n<a href=\"https://investorplace.com/2022/03/amc-stock-springs-back-to-life-but-buyer-beware/\">Web Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Stock Springs Back to Life, but Buyer Beware</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\">\nAMC Stock Springs Back to Life, but Buyer Beware\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/amc-stock-springs-back-to-life-but-buyer-beware/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC Entertainment Holding (NYSE:AMC) is again making waves. In the past two weeks, AMC stock has more than doubled, including a 45% single-day jump Monday. It’s important to note that the recent rally...</p>\n\n<a href=\"https://investorplace.com/2022/03/amc-stock-springs-back-to-life-but-buyer-beware/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://investorplace.com/2022/03/amc-stock-springs-back-to-life-but-buyer-beware/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120016829","content_text":"AMC Entertainment Holding (NYSE:AMC) is again making waves. In the past two weeks, AMC stock has more than doubled, including a 45% single-day jump Monday. It’s important to note that the recent rally is not because of fundamental strength, but rather because Reddit investors are actively trading the stock once again.That is not to say the company hasn’t made some interesting moves recently. For instance, it invested in embattled gold and silver miner Hycroft Mining (NASDAQ:HYMC), which is also a Reddit favorite. And today’s blastoff followed a Reuters interview in which Chief Executive Adam Aron said investors should expect more “transformational” deals in the company’s future.Meanwhile, a slate of superhero blockbusters has saved the day for AMC. However, barring a few tentpole releases, there is not much to see regarding box office numbers, and the company’s core business interests remain under pressure.Reddit Gives Thumbs Up to Hycroft Mining PurchaseReddit seems to approve of AMC’s foray into the precious metals market. For many analysts, though, the investment in struggling Hycroft Mining is a headscratcher. Management seems to believe they have become experts at navigating troubled waters and coming out on the other side leaner and stronger. However, their credentials are dubious.Yes, the company is in a much better position than it was just a couple of years ago. However, this has little to do with fundamental strength. Instead, you can thank AMC’s fans on Reddit for helping it stave off bankruptcy. The same fans believe that AMC’s investment in a mining company makes sound financial sense since gold is a tried-and-tested store of value.Interestingly, after the great escape, the company has launched several initiatives, the most fascinating of which have to be allowing cryptocurrency purchases and offering NFTs. However, its core business continues to struggle. As entertainment companies engage in streaming wars and fight for attention, there will be little to motivate the casual viewer to check out the latest releases in theaters outside perhaps the odd summer blockbuster.Selling branded popcorn could become a great revenue stream. However, it cannot take the place of the movie theater business for AMC.AMC Needs to Revamp Its BusinessThe story of Nokia (NYSE:NOK) is a cautionary tale told in business classes worldwide. The company was the biggest cell phone manufacturer globally before being overtaken by Apple (NASDAQ:AAPL). Nokia’s downfall came from its inability to keep up with competitors like Apple, which were making better products. Nokia also made the mistake of only focusing on one type of phone instead of differentiating its product lineup.However, there should be another chapter in the works because Nokia is now a growing 5G enterprise with healthy financials.AMC will need to similarly change its operations by offering a more immersive experience. This will require a lot of experimentation, but eventually could be successful.Blockbuster releases likeSpider-Man: No Way Homeare becoming rare in the post-pandemic era, and AMC needs to account for this.Launching a digital coin and investing in virtual reality could be catalysts for future growth. Imagine watching a great art movie with friends in an amazing AMC theater from the comfort of your home in the metaverse. AMC might struggle to get people into a movie theatre for a movie like The Last Duel, but in a VR setting, perhaps consumers will be willing to give it a try.AMC Stock Is Still Too VolatileToday’s action in AMC stock likely had more than a little to do with short-sellers covering, as the percentage of shares held short is around 20% of the float. Traders certainly can’t rule out another short squeeze in the stock’s future, but they also can’t rule out a sharp sell-off.Reddit adds another dimension of volatility to stocks like AMC. Because retail investors own a majority of the shares, sentiment on Reddit will continue to be more important than sentiment on Wall Street. Therefore, normal market moves are not the norm in AMC stock.With uncertainty so high, unless you are risk-tolerant, there are few incentives to invest in AMC stock.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":3709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032783726,"gmtCreate":1647442846238,"gmtModify":1676534230765,"author":{"id":"3586231218640097","authorId":"3586231218640097","name":"minniemouse","avatar":"https://community-static.tradeup.com/news/8a2da7bbf5373fc24fa0601713bc16de","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586231218640097","idStr":"3586231218640097"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IQ\">$iQiyi Inc.(IQ)$</a>wow","listText":"<a href=\"https://ttm.financial/S/IQ\">$iQiyi Inc.(IQ)$</a>wow","text":"$iQiyi Inc.(IQ)$wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032783726","isVote":1,"tweetType":1,"viewCount":3500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032546137,"gmtCreate":1647409252246,"gmtModify":1676534226419,"author":{"id":"3586231218640097","authorId":"3586231218640097","name":"minniemouse","avatar":"https://community-static.tradeup.com/news/8a2da7bbf5373fc24fa0601713bc16de","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586231218640097","idStr":"3586231218640097"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032546137","repostId":"1172315357","repostType":4,"repost":{"id":"1172315357","kind":"news","pubTimestamp":1647402195,"share":"https://ttm.financial/m/news/1172315357?lang=&edition=fundamental","pubTime":"2022-03-16 11:43","market":"us","language":"en","title":"Oil Prices Tumble Below $100 and Keep Falling. Here’s Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=1172315357","media":"Barron's","summary":"U.S. oil prices fell more than 6% early Tuesday, to below $97 a barrel. Spencer Platt/Getty ImagesOi","content":"<html><head></head><body><p>U.S. oil prices fell more than 6% early Tuesday, to below $97 a barrel. Spencer Platt/Getty Images</p><p>Oil prices extended their slump on Tuesday as West Texas Intermediate crude futures fell below $96 a barrel to its lowest level this month.</p><p>Prices have now nearly retreated to prewar levels, as bullish traders have cashed in on bets they made before the run-up and new money is reluctant to buy in.</p><p>Oil stocks were falling hard, with Chevron (ticker: CVX) down 5.6% and Exxon Mobil (XOM) down 6%, on pace for their steepest declines since June 2020. The Energy Select Sector SPDR exchange-traded fund (XLE) was down 4.5%.</p><p>U.S. oil settled at $109 a barrel Friday, but it has already fallen more than 10% this week. It reached nearly $125 last week. Brent crude futures, the international benchmark, also dropped more than 6% Tuesday, to $99.60 a barrel, having topped $130 at one point last week.</p><p>The selloff comes amid hopes over cease-fire talks between Russia and Ukraine and as China imposed lockdown restrictions on major manufacturing regions and millions of people, potentially weakening demand for oil.</p><p>“The prospect of a diplomatic solution toward Russia’s military aggression against Ukraine would help ease the world’s energy supply shock that has sent commodities soaring,” Interactive Investor’s head of investment Victoria Scholar says.</p><p>“Meanwhile on the demand side for oil, fears about an aggressive policy response from Beijing to China’s Covid outbreak has raised the prospect of a much weaker demand for oil from the world’s second-largest economy,” she adds.</p><p>Technical factors are also clearly at play. Traders had come into March holding aggressive long bets on oil that would pay off at futures prices above $100. There is evidence that many of them sold out of positions when oil spiked. Open interest in oil futures is now at the lowest level in six years, according to Bloomberg.</p><p>An oil market momentum indicator known as the Relative Strength Index, which measures price changes, has fallen to the mid-40s from highs above 80. Generally, a reading above 70 indicates that an asset is overbought.</p><p>“When you get up to 80, it’s implying that the last bull is in the market,” Robert Yawger, director of energy futures at Mizuho Securities, tells Barron’s. “It was way extended to the upside.”</p><p>Trading in other products was even more extended, with heating oil’s Relative Strength Index above 90 last week, Yawger says. “I’ve been doing this for 30 years plus, and I can count on one hand the amount of times I’ve seen something above 90.”</p><p>Yawger says it is clear that smaller investors who had been buying oil above $100 saw the reversal and moved to “bail fast.”</p><p>“There are some fundamental reasons here, there’s geopolitical reasons here, but positioning is also having a big say in where this market is going,” he says.</p><p>BDSwiss head of investment research, Marshall Gittler, notes that oil prices weren’t that far off their levels a month ago, before Russia’s invasion began.</p><p>“OPEC and others have been pointing out that at the moment there is no shortage of oil, just the fear of a shortage of oil in the future,” he says. “The price of oil further out in the future isn’t that different than it was a month ago.”</p><p>Absent a change in the Ukraine conflict, the next important indicator will be Wednesday’s Energy Information Administration’s weekly oil update, which will have information on U.S. oil supply and demand.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil Prices Tumble Below $100 and Keep Falling. Here’s Why.</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\">\nOil Prices Tumble Below $100 and Keep Falling. Here’s Why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-16 11:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/oil-prices-tumble-below-97-a-barrel-heres-why-51647341663?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. oil prices fell more than 6% early Tuesday, to below $97 a barrel. Spencer Platt/Getty ImagesOil prices extended their slump on Tuesday as West Texas Intermediate crude futures fell below $96 a ...</p>\n\n<a href=\"https://www.barrons.com/articles/oil-prices-tumble-below-97-a-barrel-heres-why-51647341663?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/oil-prices-tumble-below-97-a-barrel-heres-why-51647341663?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172315357","content_text":"U.S. oil prices fell more than 6% early Tuesday, to below $97 a barrel. Spencer Platt/Getty ImagesOil prices extended their slump on Tuesday as West Texas Intermediate crude futures fell below $96 a barrel to its lowest level this month.Prices have now nearly retreated to prewar levels, as bullish traders have cashed in on bets they made before the run-up and new money is reluctant to buy in.Oil stocks were falling hard, with Chevron (ticker: CVX) down 5.6% and Exxon Mobil (XOM) down 6%, on pace for their steepest declines since June 2020. The Energy Select Sector SPDR exchange-traded fund (XLE) was down 4.5%.U.S. oil settled at $109 a barrel Friday, but it has already fallen more than 10% this week. It reached nearly $125 last week. Brent crude futures, the international benchmark, also dropped more than 6% Tuesday, to $99.60 a barrel, having topped $130 at one point last week.The selloff comes amid hopes over cease-fire talks between Russia and Ukraine and as China imposed lockdown restrictions on major manufacturing regions and millions of people, potentially weakening demand for oil.“The prospect of a diplomatic solution toward Russia’s military aggression against Ukraine would help ease the world’s energy supply shock that has sent commodities soaring,” Interactive Investor’s head of investment Victoria Scholar says.“Meanwhile on the demand side for oil, fears about an aggressive policy response from Beijing to China’s Covid outbreak has raised the prospect of a much weaker demand for oil from the world’s second-largest economy,” she adds.Technical factors are also clearly at play. Traders had come into March holding aggressive long bets on oil that would pay off at futures prices above $100. There is evidence that many of them sold out of positions when oil spiked. Open interest in oil futures is now at the lowest level in six years, according to Bloomberg.An oil market momentum indicator known as the Relative Strength Index, which measures price changes, has fallen to the mid-40s from highs above 80. Generally, a reading above 70 indicates that an asset is overbought.“When you get up to 80, it’s implying that the last bull is in the market,” Robert Yawger, director of energy futures at Mizuho Securities, tells Barron’s. “It was way extended to the upside.”Trading in other products was even more extended, with heating oil’s Relative Strength Index above 90 last week, Yawger says. “I’ve been doing this for 30 years plus, and I can count on one hand the amount of times I’ve seen something above 90.”Yawger says it is clear that smaller investors who had been buying oil above $100 saw the reversal and moved to “bail fast.”“There are some fundamental reasons here, there’s geopolitical reasons here, but positioning is also having a big say in where this market is going,” he says.BDSwiss head of investment research, Marshall Gittler, notes that oil prices weren’t that far off their levels a month ago, before Russia’s invasion began.“OPEC and others have been pointing out that at the moment there is no shortage of oil, just the fear of a shortage of oil in the future,” he says. “The price of oil further out in the future isn’t that different than it was a month ago.”Absent a change in the Ukraine conflict, the next important indicator will be Wednesday’s Energy Information Administration’s weekly oil update, which will have information on U.S. oil supply and demand.","news_type":1,"symbols_score_info":{"CLmain":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038349449,"gmtCreate":1646750723964,"gmtModify":1676534157993,"author":{"id":"3586231218640097","authorId":"3586231218640097","name":"minniemouse","avatar":"https://community-static.tradeup.com/news/8a2da7bbf5373fc24fa0601713bc16de","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586231218640097","idStr":"3586231218640097"},"themes":[],"htmlText":"🥲","listText":"🥲","text":"🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038349449","repostId":"1131218009","repostType":4,"repost":{"id":"1131218009","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":1646750399,"share":"https://ttm.financial/m/news/1131218009?lang=&edition=fundamental","pubTime":"2022-03-08 22:39","market":"us","language":"en","title":"Hot Chinese ADRs Tumbled in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1131218009","media":"Tiger Newspress","summary":"Hot Chinese ADRs tumbled in morning trading, with DiDi falling 5% and RLX falling 8%.","content":"<html><head></head><body><p>Hot Chinese ADRs tumbled in morning trading, with DiDi falling 5% and RLX falling 8%.<img src=\"https://static.tigerbbs.com/c925371afd26b6f41b99885c566eec52\" tg-width=\"326\" tg-height=\"555\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Tumbled in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Tumbled in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-08 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs tumbled in morning trading, with DiDi falling 5% and RLX falling 8%.<img src=\"https://static.tigerbbs.com/c925371afd26b6f41b99885c566eec52\" tg-width=\"326\" tg-height=\"555\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","RLX":"雾芯科技","BABA":"阿里巴巴","DIDI":"滴滴(已退市)","BIDU":"百度"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131218009","content_text":"Hot Chinese ADRs tumbled in morning trading, with DiDi falling 5% and RLX falling 8%.","news_type":1,"symbols_score_info":{"BIDU":0.9,"DIDI":0.9,"BABA":0.9,"RLX":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":2895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}