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Tiger7989

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- Tiger7989Tiger7989
  ·2022-06-09
  Ok
  Netflix And Roku? Interesting Deal, But Unlikely To Happen
  SummaryShares of Roku are up 11% due to speculation that Netflix may acquire the streaming platform.
  Netflix And Roku? Interesting Deal, But Unlikely To Happen
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- Tiger7989Tiger7989
  ·2022-06-03
  $Boeing(BA)$ok
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- Tiger7989Tiger7989
  ·2022-06-03
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- Tiger7989Tiger7989
  ·2022-05-27
  $Unity Software Inc.(U)$ok
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- Tiger7989Tiger7989
  ·2022-05-27
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- Tiger7989Tiger7989
  ·2022-05-21
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- Tiger7989Tiger7989
  ·2022-05-21
  $NVIDIA Corp(NVDA)$ok
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- Tiger7989Tiger7989
  ·2022-05-18
  Rubblish
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- Tiger7989Tiger7989
  ·2022-05-16
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  S&P 500 Falls on Monday As It Struggles to Rebound From a 6-Week Slide
  S&P 500 fell on Monday as the market attempts to rebound from a relentless sell-off that’s punished
  S&P 500 Falls on Monday As It Struggles to Rebound From a 6-Week Slide
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- Tiger7989Tiger7989
  ·2022-05-16
  $Tesla Motors(TSLA)$ok
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Interesting Deal, But Unlikely To Happen","url":"https://stock-news.laohu8.com/highlight/detail?id=1152277365","media":"Seeking Alpha","summary":"SummaryShares of Roku are up 11% due to speculation that Netflix may acquire the streaming platform.","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Shares of Roku are up 11% due to speculation that Netflix may acquire the streaming platform.</li><li>Netflix risks losing its focus as a content publisher if it also wants to become an advertising company.</li><li>Roku will no longer be a neutral CTV advertising outlet if the merger takes place.</li><li>The deal could be highly dilutive to Netflix shareholders as Netflix will need external financing and Roku isn&#39;t a profitable business.</li><li>I see a better path for Netflix to stay focused on creating the most engaging content in the streaming space.</li></ul><p>Shares of Roku, Inc. (NASDAQ:ROKU) are up almost 11% on speculation that Netflix, Inc. (NASDAQ:NFLX) may be looking to acquire the streaming company with more than 60 million households. While a potential merger between both companies could make sense from a vertical integration standpoint, I believe it is unlikely to happen for several reasons.</p><p>First, Netflix&#39;s position as a content publisher requires massive investments (e.g., $17 billion in 2022) to keep customers engaged. By diverting its attention to becoming an advertising platform, Netflix risks allocating less resources to producing the best films and series to compete against the likes of Disney+, HBO Max, and other AVOD offerings. In 1Q22, Netflix lost 200,000 subscribers and guided another 2 million subs loss in 2Q22.</p><p>As ARPU becomes a key metric following subs loss, Netflix is looking to explore an ad-supported tier and raise prices on its 100 million users who share passwords. In an inflationary environment, consumers are likely to react to Netflix&#39;s price hikes by either canceling the service or trade down to a lower-priced tier. As a result, content must be nothing short of spectacular just to keep users from leaving, and Netflix cannot fully devote itself to its core activity if it also wants to become an advertising company.</p><p>Second, Roku will no longer be perceived as a neutral platform (though it does have the Roku Channel which competes with other AVOD providers) if Netflix becomes the owner of the TV OS operator. It would be very difficult to imagine a Netflix-owned Roku to ask for ad inventory from any scaled SVOD or AVOD services such as Disney+ and Peacock, as Netflix essentially competes for the same eyeballs. Roku does have a history with Netflix given it was an internal project that got spun out of Netflix in 2008, but the spinoff took place out of Netflix&#39;s concern that having its own streaming platform would impact the distribution of its streaming app.</p><p>Third, the deal doesn&#39;t make much financial sense in an increasingly challenging environment where investors are looking for profits more than anything else. Roku is not a profitable business, as the company guided 4% adjusted EBITDA margin in 2022, implying a negative operating and net margin. The company had a market cap of ~$12 billion before the merger headline emerged vs. Netflix&#39;s $88 billion. Assuming a 30% premium on Roku, Netflix would be paying $15.6 billion, or almost 18% of its market cap, for Roku. Given Netflix has $6 billion of cash and $14.5 billion of long-term debt, it will need external firepower to materialize the deal either through more debt or share issuance. Obviously, this will be dilutive to Netflix shareholders.</p><p>In short, the deal does look interesting at face value but is unlikely to take place in my view. Netflix management has shown interest in offering an ad-supported tier, but it would be surprising to investors if it wants to go as far as transforming itself from a pure-play SVOD player to a CTV advertising platform. In short, I see a better path for the company to stay focused as a world-class publisher of critically acclaimed series such as <i>Ozark</i>and<i>Stranger Things</i>.</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>Netflix And Roku? 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Interesting Deal, But Unlikely To Happen\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 11:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517194-netflix-and-roku-interesting-deal-but-unlikely-to-happen><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShares of Roku are up 11% due to speculation that Netflix may acquire the streaming platform.Netflix risks losing its focus as a content publisher if it also wants to become an advertising ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517194-netflix-and-roku-interesting-deal-but-unlikely-to-happen\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","ROKU":"Roku Inc"},"source_url":"https://seekingalpha.com/article/4517194-netflix-and-roku-interesting-deal-but-unlikely-to-happen","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152277365","content_text":"SummaryShares of Roku are up 11% due to speculation that Netflix may acquire the streaming platform.Netflix risks losing its focus as a content publisher if it also wants to become an advertising company.Roku will no longer be a neutral CTV advertising outlet if the merger takes place.The deal could be highly dilutive to Netflix shareholders as Netflix will need external financing and Roku isn't a profitable business.I see a better path for Netflix to stay focused on creating the most engaging content in the streaming space.Shares of Roku, Inc. (NASDAQ:ROKU) are up almost 11% on speculation that Netflix, Inc. (NASDAQ:NFLX) may be looking to acquire the streaming company with more than 60 million households. While a potential merger between both companies could make sense from a vertical integration standpoint, I believe it is unlikely to happen for several reasons.First, Netflix's position as a content publisher requires massive investments (e.g., $17 billion in 2022) to keep customers engaged. By diverting its attention to becoming an advertising platform, Netflix risks allocating less resources to producing the best films and series to compete against the likes of Disney+, HBO Max, and other AVOD offerings. In 1Q22, Netflix lost 200,000 subscribers and guided another 2 million subs loss in 2Q22.As ARPU becomes a key metric following subs loss, Netflix is looking to explore an ad-supported tier and raise prices on its 100 million users who share passwords. In an inflationary environment, consumers are likely to react to Netflix's price hikes by either canceling the service or trade down to a lower-priced tier. As a result, content must be nothing short of spectacular just to keep users from leaving, and Netflix cannot fully devote itself to its core activity if it also wants to become an advertising company.Second, Roku will no longer be perceived as a neutral platform (though it does have the Roku Channel which competes with other AVOD providers) if Netflix becomes the owner of the TV OS operator. It would be very difficult to imagine a Netflix-owned Roku to ask for ad inventory from any scaled SVOD or AVOD services such as Disney+ and Peacock, as Netflix essentially competes for the same eyeballs. Roku does have a history with Netflix given it was an internal project that got spun out of Netflix in 2008, but the spinoff took place out of Netflix's concern that having its own streaming platform would impact the distribution of its streaming app.Third, the deal doesn't make much financial sense in an increasingly challenging environment where investors are looking for profits more than anything else. Roku is not a profitable business, as the company guided 4% adjusted EBITDA margin in 2022, implying a negative operating and net margin. The company had a market cap of ~$12 billion before the merger headline emerged vs. Netflix's $88 billion. Assuming a 30% premium on Roku, Netflix would be paying $15.6 billion, or almost 18% of its market cap, for Roku. Given Netflix has $6 billion of cash and $14.5 billion of long-term debt, it will need external firepower to materialize the deal either through more debt or share issuance. Obviously, this will be dilutive to Netflix shareholders.In short, the deal does look interesting at face value but is unlikely to take place in my view. Netflix management has shown interest in offering an ad-supported tier, but it would be surprising to investors if it wants to go as far as transforming itself from a pure-play SVOD player to a CTV advertising platform. In short, I see a better path for the company to stay focused as a world-class publisher of critically acclaimed series such as OzarkandStranger Things.","news_type":1,"symbols_score_info":{"NFLX":0.9,"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":2784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050747411,"gmtCreate":1654252621533,"gmtModify":1676535420453,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a>ok","listText":"<a 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href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>ok","listText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>ok","text":"$Unity Software Inc.(U)$ok","images":[{"img":"https://community-static.tradeup.com/news/5ede367364e95a6679b218409779a6c9","width":"1080","height":"3402"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025825475","isVote":1,"tweetType":1,"viewCount":2444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9025822685,"gmtCreate":1653660819147,"gmtModify":1676535322894,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"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/9025822685","repostId":"2238387186","repostType":4,"isVote":1,"tweetType":1,"viewCount":2132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021752516,"gmtCreate":1653106008735,"gmtModify":1676535225951,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"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/9021752516","repostId":"2236012808","repostType":4,"isVote":1,"tweetType":1,"viewCount":2287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021752130,"gmtCreate":1653105973020,"gmtModify":1676535225932,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"<a 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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":1652708005,"share":"https://ttm.financial/m/news/1128913632?lang=&edition=fundamental","pubTime":"2022-05-16 21:33","market":"us","language":"en","title":"S&P 500 Falls on Monday As It Struggles to Rebound From a 6-Week Slide","url":"https://stock-news.laohu8.com/highlight/detail?id=1128913632","media":"Tiger Newspress","summary":"S&P 500 fell on Monday as the market attempts to rebound from a relentless sell-off that’s punished ","content":"<html><head></head><body><p>S&amp;P 500 fell on Monday as the market attempts to rebound from a relentless sell-off that’s punished tech stocks and pushed the broader index to the brink of a bear market.</p><p>Futures tied to the Dow Jones Industrial Average were 38 points lower. S&amp;P 500 futures dipped 0.3% after the benchmark nearly fell into a bear market last week before a Friday rebound. Nasdaq-100 futures slipped 0.3%.</p><p>After a long spate of selling, markets rebounded on Friday, with the Dow rising 466.36 points and the S&amp;P 500 climbing 2.39%. The Nasdaq Composite jumped 3.82% and posted its strongest one-day gain since November 2020.</p><p>But major averages still posted steep losses for the week and are undergoing an intense sell-off as the Federal Reserve attempts to tamp down inflation with aggressive rate hikes. The Dow’s 7-week losing streak is its worst since 2001. The S&amp;P 500 just posted its first 6-week losing streak since June 2011.</p><p>Some analysts believe those declines may soon point to an attractive entry point for the broader market index, based on a long-term perspective.</p><p>“The S&amp;P 500 is quickly approaching a level that, historically, has indicated that future growth concerns are priced in,” Citi analyst Scott Chronert wrote in a note.</p><p>The S&amp;P 500 sits 16% off its record high, while the Nasdaq Composite is down more than 27% as investors hit growth stocks trading with lofty valuations the hardest as interest rates spiked.</p><p>Those names rebounded on Friday and some looked set for some more gains in Monday’s session. Amazon and Tesla were both in the green in premarket trading. Apple, which fell into a bear market at one point last week, was also indicated higher.</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>S&P 500 Falls on Monday As It Struggles to Rebound From a 6-Week Slide</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\">\nS&P 500 Falls on Monday As It Struggles to Rebound From a 6-Week Slide\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\">2022-05-16 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>S&amp;P 500 fell on Monday as the market attempts to rebound from a relentless sell-off that’s punished tech stocks and pushed the broader index to the brink of a bear market.</p><p>Futures tied to the Dow Jones Industrial Average were 38 points lower. S&amp;P 500 futures dipped 0.3% after the benchmark nearly fell into a bear market last week before a Friday rebound. Nasdaq-100 futures slipped 0.3%.</p><p>After a long spate of selling, markets rebounded on Friday, with the Dow rising 466.36 points and the S&amp;P 500 climbing 2.39%. The Nasdaq Composite jumped 3.82% and posted its strongest one-day gain since November 2020.</p><p>But major averages still posted steep losses for the week and are undergoing an intense sell-off as the Federal Reserve attempts to tamp down inflation with aggressive rate hikes. The Dow’s 7-week losing streak is its worst since 2001. The S&amp;P 500 just posted its first 6-week losing streak since June 2011.</p><p>Some analysts believe those declines may soon point to an attractive entry point for the broader market index, based on a long-term perspective.</p><p>“The S&amp;P 500 is quickly approaching a level that, historically, has indicated that future growth concerns are priced in,” Citi analyst Scott Chronert wrote in a note.</p><p>The S&amp;P 500 sits 16% off its record high, while the Nasdaq Composite is down more than 27% as investors hit growth stocks trading with lofty valuations the hardest as interest rates spiked.</p><p>Those names rebounded on Friday and some looked set for some more gains in Monday’s session. Amazon and Tesla were both in the green in premarket trading. Apple, which fell into a bear market at one point last week, was also indicated higher.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128913632","content_text":"S&P 500 fell on Monday as the market attempts to rebound from a relentless sell-off that’s punished tech stocks and pushed the broader index to the brink of a bear market.Futures tied to the Dow Jones Industrial Average were 38 points lower. S&P 500 futures dipped 0.3% after the benchmark nearly fell into a bear market last week before a Friday rebound. Nasdaq-100 futures slipped 0.3%.After a long spate of selling, markets rebounded on Friday, with the Dow rising 466.36 points and the S&P 500 climbing 2.39%. The Nasdaq Composite jumped 3.82% and posted its strongest one-day gain since November 2020.But major averages still posted steep losses for the week and are undergoing an intense sell-off as the Federal Reserve attempts to tamp down inflation with aggressive rate hikes. The Dow’s 7-week losing streak is its worst since 2001. The S&P 500 just posted its first 6-week losing streak since June 2011.Some analysts believe those declines may soon point to an attractive entry point for the broader market index, based on a long-term perspective.“The S&P 500 is quickly approaching a level that, historically, has indicated that future growth concerns are priced in,” Citi analyst Scott Chronert wrote in a note.The S&P 500 sits 16% off its record high, while the Nasdaq Composite is down more than 27% as investors hit growth stocks trading with lofty valuations the hardest as interest rates spiked.Those names rebounded on Friday and some looked set for some more gains in Monday’s session. Amazon and Tesla were both in the green in premarket trading. Apple, which fell into a bear market at one point last week, was also indicated higher.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029906317,"gmtCreate":1652710151339,"gmtModify":1676535146247,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>ok","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>ok","text":"$Tesla Motors(TSLA)$ok","images":[{"img":"https://community-static.tradeup.com/news/c5a4236ff2dc0ebfeb784a472af84a99","width":"1080","height":"3402"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029906317","isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}