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hotheadz88
hotheadz88
·
2022-09-18
Mmm.. .no!
Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know
Investors should brace for more volatility with policy makers expected to deliver another jumbo rate
Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know
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hotheadz88
hotheadz88
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2022-09-16
[捂脸]
1 Electric Vehicle Stock to Buy Hand Over Fist and 2 With Serious Red Flags
Not all EV stocks will be winners, but one has a lot of tailwinds at its back.
1 Electric Vehicle Stock to Buy Hand Over Fist and 2 With Serious Red Flags
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hotheadz88
hotheadz88
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2022-08-10
Based on recent comments and these stock sales sounds like Elon obviously still wants to buy Twitter
Sorry, this post has been deleted
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hotheadz88
hotheadz88
·
2022-07-22
Abit late to the party no ? Market already priced in news....
The CHIPS Act Could Boost These 3 Semiconductor Stocks
Intel, TSMC, and Texas Instruments would all benefit if it passed.
The CHIPS Act Could Boost These 3 Semiconductor Stocks
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hotheadz88
hotheadz88
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2022-06-26
🍿
Sorry, this post has been deleted
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hotheadz88
hotheadz88
·
2022-06-22
Interesting
Cathie Wood Loads Up $1M More Of This Self-Driving Trucking Firm As Shares Drop 80% YTD
ZINGER KEY POINTSCathie Wood loads up about $1.1M shares in TuSimpleStock is trading way below its I
Cathie Wood Loads Up $1M More Of This Self-Driving Trucking Firm As Shares Drop 80% YTD
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hotheadz88
hotheadz88
·
2022-06-21
nice
Palantir Shares Jumped 7.5% in Morning Trading
Palantir shares jumped 7.5% in morning trading after Palantir initiated with a Buy at BofA.BofA anal
Palantir Shares Jumped 7.5% in Morning Trading
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hotheadz88
hotheadz88
·
2022-06-16
GM is weighed down by heavy debt
Is the Road Ahead Bumpy for GM and Ford?
Story HighlightsGeneral Motors and Ford seem confident enough to navigate the recession but are keep
Is the Road Ahead Bumpy for GM and Ford?
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hotheadz88
hotheadz88
·
2022-06-14
Long term - Chinese tech is favourable. Short term - Still volatile.
Why Alibaba Will Outperform Amazon
SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fisca
Why Alibaba Will Outperform Amazon
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hotheadz88
hotheadz88
·
2022-06-12
DCA, yay
Nvidia Stock: Secular Growth Provides Hope
SummaryNvidia's GPU stronghold provides it with secular growth attributes.CPU market penetration cou
Nvidia Stock: Secular Growth Provides Hope
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.no!","listText":"Mmm.. .no!","text":"Mmm.. .no!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937441595","repostId":"2268672370","repostType":4,"repost":{"id":"2268672370","kind":"highlight","pubTimestamp":1663460267,"share":"https://ttm.financial/m/news/2268672370?lang=&edition=fundamental","pubTime":"2022-09-18 08:17","market":"us","language":"en","title":"Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2268672370","media":"MarketWatch","summary":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate","content":"<html><head></head><body><p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hike</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b4166c0ac7b0bdf7caa1837ef618a67\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>Fed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.</span></p><p>The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.</p><p>“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.</p><p>U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.</p><p>The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.</p><p>A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.</p><p>Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.</p><p>Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.</p><p>The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.</p><p>Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.</p><p>William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”</p><p>Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.</p><p>“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.</p><p>The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.</p><p>The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.</p><p>Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.</p><p>“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”</p><p>Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.</p><p>“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”</p></body></html>","source":"lsy1603348471595","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>Can the Fed Tame Inflation Without Further Crushing the Stock Market? 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What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 08:17 GMT+8 <a href=https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268672370","content_text":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937054298,"gmtCreate":1663331373314,"gmtModify":1676537253582,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"<a href=\"\">[捂脸] </a>","listText":"<a href=\"\">[捂脸] </a>","text":"[捂脸] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937054298","repostId":"2267769807","repostType":2,"repost":{"id":"2267769807","kind":"highlight","pubTimestamp":1663331189,"share":"https://ttm.financial/m/news/2267769807?lang=&edition=fundamental","pubTime":"2022-09-16 20:26","market":"us","language":"en","title":"1 Electric Vehicle Stock to Buy Hand Over Fist and 2 With Serious Red Flags","url":"https://stock-news.laohu8.com/highlight/detail?id=2267769807","media":"Motley Fool","summary":"Not all EV stocks will be winners, but one has a lot of tailwinds at its back.","content":"<div>\n<p>Electric vehicle (EV) stocks have gotten a lot of attention over the last few years as production has increased and multiple companies have come public, but that doesn't mean all EV stocks are good ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/16/1-electric-vehicle-stock-to-buy-hand-over-fist-and/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Electric Vehicle Stock to Buy Hand Over Fist and 2 With Serious Red Flags</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; 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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\">\n1 Electric Vehicle Stock to Buy Hand Over Fist and 2 With Serious Red Flags\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 20:26 GMT+8 <a href=https://www.fool.com/investing/2022/09/16/1-electric-vehicle-stock-to-buy-hand-over-fist-and/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle (EV) stocks have gotten a lot of attention over the last few years as production has increased and multiple companies have come public, but that doesn't mean all EV stocks are good ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/16/1-electric-vehicle-stock-to-buy-hand-over-fist-and/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","BK4523":"印度概念","BK4561":"索罗斯持仓","BK4566":"资本集团","BK4555":"新能源车","BK4574":"无人驾驶","BK4559":"巴菲特持仓","CHPT":"ChargePoint Holdings Inc.","BK4099":"汽车制造商"},"source_url":"https://www.fool.com/investing/2022/09/16/1-electric-vehicle-stock-to-buy-hand-over-fist-and/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267769807","content_text":"Electric vehicle (EV) stocks have gotten a lot of attention over the last few years as production has increased and multiple companies have come public, but that doesn't mean all EV stocks are good investments. Companies still have to make money building and selling vehicles, which has historically been the hardest part of the auto business.Given the current trends, I think General Motors is the one EV stock to buy hand over fist, while ChargePoint and Canoo have some serious red flags.General MotorsGM isn't known as an electric vehicle company today, but its future is electric. Production is low but ramping up on the Chevy Bolt, GMC Hummer EV, and Cadillac Lyriq -- and that's just the start of a plan to be all-electric by 2035. On top of those vehicles, GM owns a majority stake in Cruise, which is launching a fully autonomous ride sharing vehicle that will be manufactured by GM.While the future is electric, GM is a highly profitable business today and trades at a reasonable value for investors. You can see that the trailing price-to-earnings (P/E) ratio is under eight, which is less than half of the market's P/E ratio of 20.6.GM Revenue (TTM) data by YChartsWhat really gets me excited about GM's electric future is Cruise. The GM-made Origin (shown below) is launching next year, and Cruise announced recently that it will launch autonomous ride-sharing vehicles for public use in Phoenix and Austin, Texas later this year. The future is autonomous and electric, and GM is leading the way.Image source: Cruise.Red flags for ChargePointWith all of these electric vehicles hitting the road, it would make sense that an EV charging company would be a great place to invest. But even a leader like ChargePoint has some major red flags.Let's start with the financials, where revenue growth is strong, but margins are falling and losses are expanding.CHPT Revenue (TTM) data by YChartsChargePoint may not be the business investors want it to be, either. $84.1 million of ChargePoint's revenue in the second quarter of fiscal 2023 was from selling \"networked charging systems,\" which \"consists of the deliveries of EV charging system infrastructure, which include a range of Level 2 AC products for use in residential, commercial and fleet applications, and Level 3 DC, or fast-charge products for use in commercial and fleet applications.\" In other words, ChargePoint is selling EV chargers, which are a commodity piece of hardware.$24.1 million in revenue last quarter was from subscriptions and \"other\" sources of revenue, which are higher-margin, but that's a tiny business for a company worth $6 billion.I don't think there's any moat in EV charging, and with ChargePoint's losses and high market cap, this is a stock with far too many red flags.CanooThe concept behind Canoo is reasonable enough: A platform electric vehicle design that could be turned into a uniquely designed lifestyle vehicle, pickup truck, and delivery vehicle. But creating an interesting concept and delivering vehicles profitably to customers are very different things.You can see below that Canoo is burning cash rapidly and only has $33.8 million in cash on the balance sheet, likely meaning the company will need to raise cash to produce vehicles, since it doesn't currently have revenue.GOEV Revenue (TTM) data by YChartsCanoo is partnering with VDL Groep to build its vehicles, so there isn't a big capital outlay to build a factory, but that doesn't mean this business isn't full of risks. The balance sheet is terrible, the company is losing money at an unsustainable rate, and it's not yet clear if there's enough demand for vehicles to be profitable in a saturating EV market.If you like Canoo's concept, I think a better potential investment would be Rivian. The company has its own manufacturing facility, a similar platform design, and a bigger backlog for both individual customers and commercial customers.EVs are here, but not every stock will winDespite the fact that electric vehicles are quickly gaining market share and continue to improve in cost and performance, that's not a guarantee that every EV stock will be profitable for investors. Given their businesses and financial results, I think GM is the one to bet on right now, and I would avoid ChargePoint and Canoo.","news_type":1,"symbols_score_info":{"GM":0.9,"GOEV":0.9,"CHPT":0.9}},"isVote":1,"tweetType":1,"viewCount":2606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904769750,"gmtCreate":1660096628272,"gmtModify":1703477871316,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Based on recent comments and these stock sales sounds like Elon obviously still wants to buy Twitter ","listText":"Based on recent comments and these stock sales sounds like Elon obviously still wants to buy Twitter ","text":"Based on recent comments and these stock sales sounds like Elon obviously still wants to buy Twitter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904769750","repostId":"2258257550","repostType":2,"isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077125262,"gmtCreate":1658473262756,"gmtModify":1676536164982,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Abit late to the party no ? Market already priced in news....","listText":"Abit late to the party no ? Market already priced in news....","text":"Abit late to the party no ? Market already priced in news....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077125262","repostId":"2253749498","repostType":4,"repost":{"id":"2253749498","kind":"highlight","pubTimestamp":1658469162,"share":"https://ttm.financial/m/news/2253749498?lang=&edition=fundamental","pubTime":"2022-07-22 13:52","market":"us","language":"en","title":"The CHIPS Act Could Boost These 3 Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2253749498","media":"Motley Fool","summary":"Intel, TSMC, and Texas Instruments would all benefit if it passed.","content":"<div>\n<p>In June 2020, the Creating Helpful Incentives to Produce Semiconductors for America (CHIPS) Act was introduced in the House of Representatives by U.S. Rep. Michael McCaul (R-Texas). The act called for...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/21/chips-act-could-boost-these-semiconductor-stocks/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The CHIPS Act Could Boost These 3 Semiconductor Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe CHIPS Act Could Boost These 3 Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 13:52 GMT+8 <a href=https://www.fool.com/investing/2022/07/21/chips-act-could-boost-these-semiconductor-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In June 2020, the Creating Helpful Incentives to Produce Semiconductors for America (CHIPS) Act was introduced in the House of Representatives by U.S. Rep. Michael McCaul (R-Texas). The act called for...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/21/chips-act-could-boost-these-semiconductor-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TXN":"德州仪器","INTC":"英特尔","TSM":"台积电"},"source_url":"https://www.fool.com/investing/2022/07/21/chips-act-could-boost-these-semiconductor-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253749498","content_text":"In June 2020, the Creating Helpful Incentives to Produce Semiconductors for America (CHIPS) Act was introduced in the House of Representatives by U.S. Rep. Michael McCaul (R-Texas). The act called for the U.S. to boost its subsidies for domestic chipmakers to address the global chip shortage, reduce the country's dependence on Asian chip foundries, and stay ahead of China in the semiconductor race.The CHIPS Act would provide $52 billion in subsidies and tax breaks for domestic chipmakers. But more than two years later, it still hasn't passed Congress. The Senate recently cleared the way toward a final vote on the bill next week, but some Republicans are still reportedly reluctant to approve those high subsidies. Some chipmakers have also pointed out that the act favors integrated device manufacturers, which produce their own chips, over \"fabless\" chipmakers, which outsource manufacturing to third-party foundries.All that noise can make it difficult to figure out exactly which chipmakers would benefit from the passage of the CHIPS Act. So today, I'll highlight three chip stocks that could rally the most if it's approved.1. IntelIntel is an integrated device manufacturer that still produces most of its chips, but over the past decade, it fell behind Taiwan Semiconductor Manufacturing(also known as TSMC) in the \"process race\" to create smaller and denser chips. Intel lost its crown as it struggled with R&D blunders, manufacturing mishaps, chip shortages, and delays. TSMC also started installing ASML Holding's top-tier extreme ultraviolet (EUV) lithography systems -- which etch circuit patterns into the world's most advanced chips -- long before Intel did.As a result, Intel is now approximately one to two chip generations behind TSMC. TSMC plans to boost its capital expenditures from 2021's $30 billion to a historic high of $40 billion in 2022 to maintain that lead. Intel can only afford to increase its capital expenditures to $27 billion this year -- yet it claims it can catch up to TSMC in the process race by 2025.That's why Intel has been aggressively lobbying for the approval of the CHIPS Act. As the country's largest chipmaker, it believes it can secure a large portion of those subsidies, allowing it to close its spending gap with TSMC. It also plans to open up its domestic foundries to fabless chipmakers, which could help it challenge TSMC in the third-party contract chipmaking market.2. Taiwan Semiconductor ManufacturingAt first glance, the CHIPS Act seems aimed at reducing the dependence of fabless chipmakers like Advanced Micro Devices, Nvidia, and Qualcomm on TSMC and other Asian foundries.However, the U.S. has also been courting TSMC with subsidies to convince it to open more stateside foundries. Back in 2020, Washington subsidized the construction of TSMC's $12 billion plant in Arizona for the production of its 5nm chips -- which are less advanced than the chips it makes in Taiwan, but far more advanced than the older-generation chips it manufactures in China.Intel CEO Pat Gelsinger loudly protested that decision, but the CHIPS Act would likely free up more subsidies for TSMC's Arizona plant and other foundries it might open in the future. If TSMC builds additional plants in the U.S., it could conceivably snuff out Intel's plans of becoming a major third-party contract chipmaker.3. Texas InstrumentsTexas Instruments provides a wide range of analog and embedded chips to the automotive, industrial, consumer electronics, and communications industries. It manufactures its analog chips at its own foundries and outsources some of its embedded chips to overseas foundries.Over the past few years, Texas Instruments has been upgrading its own plants from 200mm to 300mm wafers to reduce the costs of its unpackaged parts by roughly 40%. That strategy enabled it to consistently expand its gross margins.But earlier this year, it announced that it would increase its capital expenditures to about $3.5 billion annually -- a mid-teens percentage of its projected revenues -- over the next four years to upgrade its plants. It also plans to keep that spending elevated at about 10% of its revenues from 2025 to 2030.Texas Instruments can easily handle that spending boost, but it could change the public perception of the chipmaker as a shareholder-friendly company that regularly returns all of its free cash flow to investors through buybacks and dividends. The CHIPS Act might help it mitigate that spending pressure.Not all chipmakers will benefit from the CHIPS ActShares of Intel, TSMC, and Texas Instruments will likely rally if the CHIPS Act is finally approved, as will shares of other American integrated device manufacturers like Micron Technology or Skyworks Solutions.However, fabless chipmakers like Nvidia, AMD, and Qualcomm probably won't see much of a boost, since they're still dependent on big Asian foundries like TSMC and Samsung. The CHIPS Act won't be a magic bullet for the U.S. semiconductor industry, but it could convince more chipmakers to build first-party fabrication plants domestically again.","news_type":1,"symbols_score_info":{"TXN":0.6,"INTC":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048653363,"gmtCreate":1656206359152,"gmtModify":1676535784104,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"🍿","listText":"🍿","text":"🍿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048653363","repostId":"1199426737","repostType":4,"isVote":1,"tweetType":1,"viewCount":1978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043308154,"gmtCreate":1655867178778,"gmtModify":1676535722191,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Interesting ","listText":"Interesting ","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043308154","repostId":"1115038434","repostType":2,"repost":{"id":"1115038434","kind":"news","pubTimestamp":1655864609,"share":"https://ttm.financial/m/news/1115038434?lang=&edition=fundamental","pubTime":"2022-06-22 10:23","market":"us","language":"en","title":"Cathie Wood Loads Up $1M More Of This Self-Driving Trucking Firm As Shares Drop 80% YTD","url":"https://stock-news.laohu8.com/highlight/detail?id=1115038434","media":"Benzinga","summary":"ZINGER KEY POINTSCathie Wood loads up about $1.1M shares in TuSimpleStock is trading way below its I","content":"<div>\n<p>ZINGER KEY POINTSCathie Wood loads up about $1.1M shares in TuSimpleStock is trading way below its IPO price last AprilArk Invest raises exposure after the company announced yet another key exit in ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/06/27805674/cathie-wood-loads-up-1m-worth-shares-in-this-self-driving-trucking-company-on-tuesday\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","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>Cathie Wood Loads Up $1M More Of This Self-Driving Trucking Firm As Shares Drop 80% YTD</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\">\nCathie Wood Loads Up $1M More Of This Self-Driving Trucking Firm As Shares Drop 80% YTD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-22 10:23 GMT+8 <a href=https://www.benzinga.com/news/22/06/27805674/cathie-wood-loads-up-1m-worth-shares-in-this-self-driving-trucking-company-on-tuesday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSCathie Wood loads up about $1.1M shares in TuSimpleStock is trading way below its IPO price last AprilArk Invest raises exposure after the company announced yet another key exit in ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/06/27805674/cathie-wood-loads-up-1m-worth-shares-in-this-self-driving-trucking-company-on-tuesday\">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.benzinga.com/news/22/06/27805674/cathie-wood-loads-up-1m-worth-shares-in-this-self-driving-trucking-company-on-tuesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115038434","content_text":"ZINGER KEY POINTSCathie Wood loads up about $1.1M shares in TuSimpleStock is trading way below its IPO price last AprilArk Invest raises exposure after the company announced yet another key exit in two monthsCathie Wood-led Ark Investment Management on Tuesday further raised its exposure to self-driving trucking company TuSimple Holdings Inc, its first buy in the San Diego, California-based startup in over two months.The popular stock-picking firm loaded up 146,700 shares, estimated to be worth $1.07 million, based on Tuesday’s closing price in TuSimple.The self-driving truck startup’s stock closed 5.5% higher at $7.3 a share on Tuesday. TuSimple went public in April last year and began trading at an IPO price of $40. The stock is down 80% so far this year.Ark Invest owns shares in TuSimple via two of its six exchange-traded funds — the Ark Innovation ETF and the Ark Autonomous Technology & Robotics ETF.The St. Petersburg, Florida-based money managing firm held 12 million shares — worth $83.3 million— in TuSimple, before Tuesday’s trade.The latest purchase lifts Ark's stake in the company, which is developing commercial-ready, Level 4, fully autonomous trucks for customers by 8.9%.TuSimple shares rose on Tuesday after the company announced the departure of chief financial officer Pat Dillon, whose exit follows a key management reshuffle in March when Cheng Lu stepped down as CEO.Wood, a Tesla Inc, has invested heavily in the Elon Musk-led electric vehicle company that aims to attain full-self driving capability sometime next year. Ark Invest has also recently started buying shares in General Motors Co because of its self-driving capabilities with Cruise.","news_type":1,"symbols_score_info":{"TSP":0.9}},"isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049551888,"gmtCreate":1655819754544,"gmtModify":1676535711131,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049551888","repostId":"1146013913","repostType":2,"repost":{"id":"1146013913","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":1655819622,"share":"https://ttm.financial/m/news/1146013913?lang=&edition=fundamental","pubTime":"2022-06-21 21:53","market":"us","language":"en","title":"Palantir Shares Jumped 7.5% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1146013913","media":"Tiger Newspress","summary":"Palantir shares jumped 7.5% in morning trading after Palantir initiated with a Buy at BofA.BofA anal","content":"<html><head></head><body><p>Palantir shares jumped 7.5% in morning trading after Palantir initiated with a Buy at BofA.</p><p><img src=\"https://static.tigerbbs.com/ae4273543430d9a9f601fa2349f39218\" tg-width=\"874\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p>BofA analyst Mariana Perez Mora initiated coverage of Palantir Technologies with a Buy rating and $13 price target. The analyst sees the company as a beneficiary of "rapidly growing demand" for acritical intelligence platforms in both commercial and government end markets. Palantir's "dominant" position in the AI-powered software market should support more than 30% annual revenue growth and improving profits, Perez Mora tells investors in a research note.</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>Palantir Shares Jumped 7.5% 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\">\nPalantir Shares Jumped 7.5% 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\">2022-06-21 21:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir shares jumped 7.5% in morning trading after Palantir initiated with a Buy at BofA.</p><p><img src=\"https://static.tigerbbs.com/ae4273543430d9a9f601fa2349f39218\" tg-width=\"874\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p>BofA analyst Mariana Perez Mora initiated coverage of Palantir Technologies with a Buy rating and $13 price target. The analyst sees the company as a beneficiary of "rapidly growing demand" for acritical intelligence platforms in both commercial and government end markets. Palantir's "dominant" position in the AI-powered software market should support more than 30% annual revenue growth and improving profits, Perez Mora tells investors in a research note.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146013913","content_text":"Palantir shares jumped 7.5% in morning trading after Palantir initiated with a Buy at BofA.BofA analyst Mariana Perez Mora initiated coverage of Palantir Technologies with a Buy rating and $13 price target. The analyst sees the company as a beneficiary of \"rapidly growing demand\" for acritical intelligence platforms in both commercial and government end markets. Palantir's \"dominant\" position in the AI-powered software market should support more than 30% annual revenue growth and improving profits, Perez Mora tells investors in a research note.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054685097,"gmtCreate":1655382864319,"gmtModify":1676535626802,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"GM is weighed down by heavy debt ","listText":"GM is weighed down by heavy debt ","text":"GM is weighed down by heavy debt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054685097","repostId":"1127502169","repostType":4,"repost":{"id":"1127502169","kind":"news","pubTimestamp":1655381225,"share":"https://ttm.financial/m/news/1127502169?lang=&edition=fundamental","pubTime":"2022-06-16 20:07","market":"us","language":"en","title":"Is the Road Ahead Bumpy for GM and Ford?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127502169","media":"TipRanks","summary":"Story HighlightsGeneral Motors and Ford seem confident enough to navigate the recession but are keep","content":"<div>\n<p>Story HighlightsGeneral Motors and Ford seem confident enough to navigate the recession but are keeping a close eye on every development in the markets.Top management at General Motors (GM) and Ford ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-the-road-ahead-bumpy-for-gm-and-ford/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Is the Road Ahead Bumpy for GM and Ford?</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\">\nIs the Road Ahead Bumpy for GM and Ford?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 20:07 GMT+8 <a href=https://www.tipranks.com/news/article/is-the-road-ahead-bumpy-for-gm-and-ford/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsGeneral Motors and Ford seem confident enough to navigate the recession but are keeping a close eye on every development in the markets.Top management at General Motors (GM) and Ford ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-the-road-ahead-bumpy-for-gm-and-ford/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","F":"福特汽车"},"source_url":"https://www.tipranks.com/news/article/is-the-road-ahead-bumpy-for-gm-and-ford/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127502169","content_text":"Story HighlightsGeneral Motors and Ford seem confident enough to navigate the recession but are keeping a close eye on every development in the markets.Top management at General Motors (GM) and Ford Motor (F) have reaffirmed that demand for their cars and trucks remains strong. Both U.S.-based auto giants expressed their confidence despite the Federal Reserve’s biggest-ever rate hike since 1994 and skyrocketing oil and gas prices.However, at a Deutsche Bank conference held yesterday, both automakers cautioned investors that they are keeping a close watch on any possible signs of a recession in the U.S. in the wake of rising interest rates and inflation, coupled with record-high gas prices.GM shares gained over 3% following positive management commentary at the Deutsche Bank Global Auto Industry Conference, while Ford shares remained almost flat.General Motors’ TakeGM’s management is holding an extremely cautious stance overall and evaluating its capital expenditure decisions.While the company will execute its long-term, revenue-driving investments in electric vehicles, software, and other new technology, it will remain conservative in adding headcount.Positively, GM reaffirmed its previously guided outlook of increasing vehicle production by 25% to 30% year-over-year for 2022.The company stated that they have been able to negate the effects of higher supply chain costs by $5 billion through price increases and cost-cutting measures, and by maintaining a low level of unsold cars and trucks.GM’s CFO commented, “We obviously have long-term investments that we have to make. We have short-term targets that we have to hit. And in order to respond to this rapidly changing environment, we’ve got to be ready to act, and part of that is what are those signs that we’re going to be looking for.”The Wall Street community is cautiously optimistic about the stock, with a Moderate Buy consensus rating based on 12 Buys, two Holds, and one Sell. The average General Motors price target of $56.93 implies 66.56% upside potential to current levels.GM scores a 9 out of 10 on TipRanks’ Smart Score rating system, indicating that the stock has strong potential to outperform market expectations.Ford is Keeping a Close WatchFord CFO, John Lawler, also reiterated that demand remains consistent despite the looming macro uncertainty.However, higher commodity prices, especially for electric-vehicle batteries for its EV Mustang Mach-E, have negatively impacted profitability despite increased pricing.Moreover, Ford’s credit segment is witnessing a rise in loan delinquencies for auto loans, which remained low during the pandemic years. Though not a red flag yet, the company is keeping a close watch.The Street is cautiously optimistic about Ford with a Moderate Buy consensus rating, based on six Buys, 10 Holds, and one Sell. The average Ford price target of $18.63 implies 51.83% upside potential to current levels.ConclusionIt was reassuring to hear positive comments from both GM and Ford regarding the robust demand and overall momentum. However, both automakers are closely monitoring the current situation.They are better equipped to handle any possible downturn to safeguard their interests, including priority on spending on longer-term initiatives and keeping low inventories, thereby avoiding deep discounts to sell old models in case of a severe recession.","news_type":1,"symbols_score_info":{"GM":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":2265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055081947,"gmtCreate":1655218112189,"gmtModify":1676535586909,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Long term - Chinese tech is favourable. Short term - Still volatile. ","listText":"Long term - Chinese tech is favourable. Short term - Still volatile. ","text":"Long term - Chinese tech is favourable. Short term - Still volatile.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055081947","repostId":"1121400553","repostType":2,"repost":{"id":"1121400553","kind":"news","pubTimestamp":1655217932,"share":"https://ttm.financial/m/news/1121400553?lang=&edition=fundamental","pubTime":"2022-06-14 22:45","market":"us","language":"en","title":"Why Alibaba Will Outperform Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1121400553","media":"Seeking Alpha","summary":"SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fisca","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Inflation pressures are rising in the US and are squeezing consumer demand.</li><li>Monetary and fiscal policy in the West will tighten, while China will likely ease.</li><li>Alibaba went through the worst of the tech-crackdown, and Amazon has more pain to come.</li><li>Growth expectations for Amazon are unreasonable, but expectations for Alibaba are realistic.</li><li>I expect Alibaba to outperform relative to Amazon.</li></ul><p><b>Summary</b></p><p>In this article, I suggest a pair trade of going long Alibaba (NYSE:BABA) and short Amazon (NASDAQ:AMZN). Much of my reasoning stems not from the respective companies' business models but from macroeconomic head- and tailwinds and fiscal and monetary policy differences between China and the USA. The business models of Alibaba and Amazon are relatively comparable and therefore, a good proxy for my macro pair trade idea.</p><p>I suggest this trade for the coming 6-12 months. If readers believe that the similarities between both companies are not sufficient for a pair trade, I suggest expressing the same idea via going long Chinese Internet Equities via the KraneShares CSI China Internet ETF (KWEB) and short American Internet Equities via the Nasdaq (NDX).</p><p><b>The Market has turned</b></p><p>The Fed tightening is the single most important factor in equity markets today. After the Great Financial Crisis in 2008, the continuous provision of easy money from the Fed via Quantitative Easing resulted in US equities surging. Actively managed ETFs and funds underperformed because everybody could be sure that at some point, the Fed will step in to save the day.</p><p>The fundamental reasoning of the Fed policies was that lower interest rates would spur credit demand of businesses and consumers because of cheaper debt costs. However, after the financial crisis, there were fewer investment opportunities for companies worthwhile pursuing. Additionally, many consumers and businesses saw their collateral collapse and thus were unwilling to borrow until their balance sheets were repaired. This process takes time to unwind. Thus, the economy had a shortage of borrowers for 14 years, and the Fed couldn't address the problem by lowering the debt costs. QE did almost nothing to the real economy. But it propped up the collateral.</p><p>Fundamentally, the last 40 years have been disinflationary. Central Banks around the world expanded the money supply because there was no downside to printing money, as inflation was low and stable. The resulting wealth effects of these policies were massive, and the gap between poor and rich widened.</p><p><img src=\"https://static.tigerbbs.com/41a942d3225895324a1293c6e8fe5852\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The disinflationary environment vanished during the last 1.5 years because of two reasons. Firstly, the interconnection of the expansive fiscal and monetary policy provided a possibility to print money and inject it into the real economy. Secondly, ongoing supply shortages of commodities due to lack of investment during the last decade increased the cost pressures of businesses and consumers, resulting in cost-push inflation. The cost-push inflation now threatens to translate into a price/wage spiral. The Fed was too expansive during the last 14 years without major effects on the real economy. In March 2020, liquidity provision got to absurd levels. No, as the previously printed money arrives in the real economy, the Fed is caught with its pants down. Inflation was always the downside to money printing. But its effects were delayed due to the fundamental shortage of borrowers and absent transmission systems to the real economy.</p><p><b>The Fed wants a reverse Wealth Effect</b></p><p>The Fed cannot control the supply shortages which emerged due to missing investments - especially in the energy sector. So, the Fed will try to crack down on the demand side to retake control of the inflation rate. It can achieve the goal of reducing demand most effectively by Quantitative Tightening, which will have the reverse effect of Quantitative Easing: It will devalue the collateral. The Fed hopes for a reverse wealth effect. It wants stock prices to depreciate and hopes it doesn't break the credit market or crush the labor market in the medium term.</p><p>Due to significant government debt, I believe the Fed will pivot in the future as the credit market gets distressed and inflation eases due to lower demand. But the turning point is still far away at this point. Long-only doesn't work anymore. I believe further downside is coming for global equities, especially the ones at the top of the food chain of all globally diversified ETFs - i.e., the companies with the biggest market capitalizations in the world: American Internet Companies. These are the companies that profited most from Quantitative Easing, and they will be the ones hurt most by Quantitative Tightening.</p><p>Going long and short in this environment is key if investors want to retain their purchasing power. Gaining purchasing power will be difficult due to inflation, but pair trades offer lower risk because of reduced directional market exposure.</p><p><b>Amazon and Alibaba as Proxy</b></p><p>Both Amazon and Alibaba operate mainly in the consumer discretionary segment. Admittedly, the net earnings of Amazon consist of huge contributions from the AWS segment, which is a completely different business with much stronger margins. In that regard, there is a substantial difference in the business models. The Cloud computing segment of Alibaba has just turned towards profitability, and Amazon is much further ahead. However, the revenues of both companies largely stem from E-commerce.</p><p>More importantly, 60% of all net sales of Amazon are in North America, and 26% constitute international sales. The remaining 14% consists of the cloud segment. Conversely, 74% of the net sales of Alibaba are in China, while 7% constitute international sales. The remaining 19% are cloud and other sales.</p><p><b>Why short Amazon?</b></p><p>The ongoing Fed tightening cycle is designed to hurt consumer demand in America via the reverse wealth effect. The average consumer in America will spend their income first on consumer staples and then on consumer discretionary items. Because prices of consumer staples items have increased due to cost-push inflation and wages are not responding in a similar manner (yet), the portion left for consumer discretionary spending is reduced. Furthermore, the cost side of Amazon's business increases due to higher energy and shipping costs. Because consumers are unable to spend the same portion of their income on consumer discretionary items, Amazon does not have much pricing power. Therefore the margins of its main business will most likely compress.</p><p>Currently, Amazon is still one of the biggest companies by market capitalization. The stock profited massively from Quantitative Easing and will be hurt by Quantitative Tightening to a similar degree, as explained above.</p><p>Because of growth forecasts and ETF inflows, the stock is trading at a high valuation. The P/E (FWD) is currently at 114x. EV/EBITDA (FWD) stands at 16x, and the P/FCF (FWD) is at 17x. If the revenue growth of Amazon decreases further, the stocks could be revalued at a much lower multiple. Currently, Amazon is still expected to grow revenues in 2022 by ~$55 billion (or ~12%). Current EPS estimates point towards a rapid recovery in 2022. I don't believe that is likely to happen.</p><p><b>Why long Alibaba?</b></p><p>The Chinese macroeconomic environment is currently ahead of the American macroeconomic environment. The Chinese economy suffered a big drawdown due to the mandated lockdowns and COVID restrictions. The China Caixin Manufacturing PMIdroppedto a low of 46 in April and started to reverse in May. Both output and new orders in China fell at a softer rate amid further declines in both export orders and employment. It is likely that the Chinese economy is already through the worst of this economic downturn. From now onwards, consumer spending growth is poised to return to positive territory.</p><p>Chinese policymakers still have room for accommodative fiscal and monetary policy as the inflation rates remain low. In May 2022, China cut the borrowing rate of the five-year loan prime rate (LPR) by 15 basis points to 4.45% to stimulate the housing market. The People's Bank of China kept the rate on its one-year medium-term lending facility (MLF) at 2.85%. The Chinese policymakers seem hesitant to stimulate the economy in an aggressive way because the Fed is tightening financial conditions at the same time. However, the monetary policy remains neutral in China.</p><p>In 2021, Alibaba got hit by the Chinese regulatory tech crackdown. Alibaba had to pay a $2.8 billion fine for anti-monopoly violations. The company lost ~50% of its market cap during that time. Financial media and investment banks deemed Chinese Equities to be "uninvestable". However, recentlyJPMorganupgraded some Chinese stocks from neutral to overweight in 2022, and many others from underweight to neutral. Other investment banks followed. The Chinese regulators have signaled an easing of the tech crackdown. They have been aware of the VIE loophole for years and have not acted. It is not in China's interest to destroy offshore Chinese companies by challenging the existing VIEs. The VIE risk is now sufficiently priced in, as analysts had talked about it extensively and continue to do so. The worst for Alibaba seems to be over.</p><p>Because of the selloff, Alibaba trades at significantly lower multiples. The P/E (FWD) is currently at 15x. EV/EBITDA (FWD) stands at 11x, and the P/FCF (FWD) is at 10x. Alibaba is expected to grow revenues in 2022 by only ~$4 billion (or 3%). Current EPS estimates expect stagnant earnings growth for the next four quarters. I believe Alibaba can surprise to the upside.</p><p>The Charts speak for themselves <img src=\"https://static.tigerbbs.com/0d5cf7f1ea0742a9c2111a779c35014b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The stock prices of Alibaba and Amazon have correlated strongly during the last few years. However, in late 2020 the stock of Alibaba erased all of its gains since its IPO and fell ~70%. I believe the gap will not widen but begin to close during the next 6-12 months.</p><p><b>The Takeaways</b></p><p><img src=\"https://static.tigerbbs.com/2a293d91b08078d7eaba98b982685125\" tg-width=\"618\" tg-height=\"319\" width=\"100%\" height=\"auto\"/><b>Risks to the Pair Trade</b></p><p>The Chinese Crackdown on Internet companies could restart, and complications with Jack Ma and the Chinese Regulators could provide downside to the stock of Alibaba. I believe this risk has a low probability to materialize. If the crackdown continues, why would the Chinese regulators have an interest in signaling easing.</p><p>The Fed could restart Quantitative Easing and therefore positively affect the market prices. I believe this is very unlikely to happen due to the inflationary pressures that the US is facing. I think at some point in the future a pivot is guaranteed. But I don't expect it in 2022 & early 2023. If the Fed starts to ease the monetary conditions, this pair trade will probably underperform massively.</p><p>The Chinese recovery could take longer than expected, and Alibaba could have worse quarters ahead. I believe this is the greatest risk in this pair trade since Chinese regulators have taken the Zero-COVID strategy very seriously as opposed to most countries in the west. Recently, there have been partial lockdowns in Shanghai again due to fresh breakouts of the virus. However, sometime in the future, China will have to reopen, Amazon is affected by Chinese lockdowns too, and I believe much of the restrictive COVID policies are priced in.</p><p><b>Closing Thoughts</b></p><p>Even with these risks in mind, I believe the downside of Amazon is much larger than the downside of Alibaba. The market expectations for revenue and earnings growth of Amazon in 2022 are not plausible with the current headwinds in mind. I believe Alibaba has a good chance of beating the forecasts, although this pair trade focuses more on the downside potential of both companies than the upside.</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>Why Alibaba Will Outperform Amazon</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\">\nWhy Alibaba Will Outperform Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 22:45 GMT+8 <a href=https://seekingalpha.com/article/4518217-alibaba-outperform-amazon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fiscal policy in the West will tighten, while China will likely ease.Alibaba went through the worst of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518217-alibaba-outperform-amazon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4518217-alibaba-outperform-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121400553","content_text":"SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fiscal policy in the West will tighten, while China will likely ease.Alibaba went through the worst of the tech-crackdown, and Amazon has more pain to come.Growth expectations for Amazon are unreasonable, but expectations for Alibaba are realistic.I expect Alibaba to outperform relative to Amazon.SummaryIn this article, I suggest a pair trade of going long Alibaba (NYSE:BABA) and short Amazon (NASDAQ:AMZN). Much of my reasoning stems not from the respective companies' business models but from macroeconomic head- and tailwinds and fiscal and monetary policy differences between China and the USA. The business models of Alibaba and Amazon are relatively comparable and therefore, a good proxy for my macro pair trade idea.I suggest this trade for the coming 6-12 months. If readers believe that the similarities between both companies are not sufficient for a pair trade, I suggest expressing the same idea via going long Chinese Internet Equities via the KraneShares CSI China Internet ETF (KWEB) and short American Internet Equities via the Nasdaq (NDX).The Market has turnedThe Fed tightening is the single most important factor in equity markets today. After the Great Financial Crisis in 2008, the continuous provision of easy money from the Fed via Quantitative Easing resulted in US equities surging. Actively managed ETFs and funds underperformed because everybody could be sure that at some point, the Fed will step in to save the day.The fundamental reasoning of the Fed policies was that lower interest rates would spur credit demand of businesses and consumers because of cheaper debt costs. However, after the financial crisis, there were fewer investment opportunities for companies worthwhile pursuing. Additionally, many consumers and businesses saw their collateral collapse and thus were unwilling to borrow until their balance sheets were repaired. This process takes time to unwind. Thus, the economy had a shortage of borrowers for 14 years, and the Fed couldn't address the problem by lowering the debt costs. QE did almost nothing to the real economy. But it propped up the collateral.Fundamentally, the last 40 years have been disinflationary. Central Banks around the world expanded the money supply because there was no downside to printing money, as inflation was low and stable. The resulting wealth effects of these policies were massive, and the gap between poor and rich widened.Data by YChartsThe disinflationary environment vanished during the last 1.5 years because of two reasons. Firstly, the interconnection of the expansive fiscal and monetary policy provided a possibility to print money and inject it into the real economy. Secondly, ongoing supply shortages of commodities due to lack of investment during the last decade increased the cost pressures of businesses and consumers, resulting in cost-push inflation. The cost-push inflation now threatens to translate into a price/wage spiral. The Fed was too expansive during the last 14 years without major effects on the real economy. In March 2020, liquidity provision got to absurd levels. No, as the previously printed money arrives in the real economy, the Fed is caught with its pants down. Inflation was always the downside to money printing. But its effects were delayed due to the fundamental shortage of borrowers and absent transmission systems to the real economy.The Fed wants a reverse Wealth EffectThe Fed cannot control the supply shortages which emerged due to missing investments - especially in the energy sector. So, the Fed will try to crack down on the demand side to retake control of the inflation rate. It can achieve the goal of reducing demand most effectively by Quantitative Tightening, which will have the reverse effect of Quantitative Easing: It will devalue the collateral. The Fed hopes for a reverse wealth effect. It wants stock prices to depreciate and hopes it doesn't break the credit market or crush the labor market in the medium term.Due to significant government debt, I believe the Fed will pivot in the future as the credit market gets distressed and inflation eases due to lower demand. But the turning point is still far away at this point. Long-only doesn't work anymore. I believe further downside is coming for global equities, especially the ones at the top of the food chain of all globally diversified ETFs - i.e., the companies with the biggest market capitalizations in the world: American Internet Companies. These are the companies that profited most from Quantitative Easing, and they will be the ones hurt most by Quantitative Tightening.Going long and short in this environment is key if investors want to retain their purchasing power. Gaining purchasing power will be difficult due to inflation, but pair trades offer lower risk because of reduced directional market exposure.Amazon and Alibaba as ProxyBoth Amazon and Alibaba operate mainly in the consumer discretionary segment. Admittedly, the net earnings of Amazon consist of huge contributions from the AWS segment, which is a completely different business with much stronger margins. In that regard, there is a substantial difference in the business models. The Cloud computing segment of Alibaba has just turned towards profitability, and Amazon is much further ahead. However, the revenues of both companies largely stem from E-commerce.More importantly, 60% of all net sales of Amazon are in North America, and 26% constitute international sales. The remaining 14% consists of the cloud segment. Conversely, 74% of the net sales of Alibaba are in China, while 7% constitute international sales. The remaining 19% are cloud and other sales.Why short Amazon?The ongoing Fed tightening cycle is designed to hurt consumer demand in America via the reverse wealth effect. The average consumer in America will spend their income first on consumer staples and then on consumer discretionary items. Because prices of consumer staples items have increased due to cost-push inflation and wages are not responding in a similar manner (yet), the portion left for consumer discretionary spending is reduced. Furthermore, the cost side of Amazon's business increases due to higher energy and shipping costs. Because consumers are unable to spend the same portion of their income on consumer discretionary items, Amazon does not have much pricing power. Therefore the margins of its main business will most likely compress.Currently, Amazon is still one of the biggest companies by market capitalization. The stock profited massively from Quantitative Easing and will be hurt by Quantitative Tightening to a similar degree, as explained above.Because of growth forecasts and ETF inflows, the stock is trading at a high valuation. The P/E (FWD) is currently at 114x. EV/EBITDA (FWD) stands at 16x, and the P/FCF (FWD) is at 17x. If the revenue growth of Amazon decreases further, the stocks could be revalued at a much lower multiple. Currently, Amazon is still expected to grow revenues in 2022 by ~$55 billion (or ~12%). Current EPS estimates point towards a rapid recovery in 2022. I don't believe that is likely to happen.Why long Alibaba?The Chinese macroeconomic environment is currently ahead of the American macroeconomic environment. The Chinese economy suffered a big drawdown due to the mandated lockdowns and COVID restrictions. The China Caixin Manufacturing PMIdroppedto a low of 46 in April and started to reverse in May. Both output and new orders in China fell at a softer rate amid further declines in both export orders and employment. It is likely that the Chinese economy is already through the worst of this economic downturn. From now onwards, consumer spending growth is poised to return to positive territory.Chinese policymakers still have room for accommodative fiscal and monetary policy as the inflation rates remain low. In May 2022, China cut the borrowing rate of the five-year loan prime rate (LPR) by 15 basis points to 4.45% to stimulate the housing market. The People's Bank of China kept the rate on its one-year medium-term lending facility (MLF) at 2.85%. The Chinese policymakers seem hesitant to stimulate the economy in an aggressive way because the Fed is tightening financial conditions at the same time. However, the monetary policy remains neutral in China.In 2021, Alibaba got hit by the Chinese regulatory tech crackdown. Alibaba had to pay a $2.8 billion fine for anti-monopoly violations. The company lost ~50% of its market cap during that time. Financial media and investment banks deemed Chinese Equities to be \"uninvestable\". However, recentlyJPMorganupgraded some Chinese stocks from neutral to overweight in 2022, and many others from underweight to neutral. Other investment banks followed. The Chinese regulators have signaled an easing of the tech crackdown. They have been aware of the VIE loophole for years and have not acted. It is not in China's interest to destroy offshore Chinese companies by challenging the existing VIEs. The VIE risk is now sufficiently priced in, as analysts had talked about it extensively and continue to do so. The worst for Alibaba seems to be over.Because of the selloff, Alibaba trades at significantly lower multiples. The P/E (FWD) is currently at 15x. EV/EBITDA (FWD) stands at 11x, and the P/FCF (FWD) is at 10x. Alibaba is expected to grow revenues in 2022 by only ~$4 billion (or 3%). Current EPS estimates expect stagnant earnings growth for the next four quarters. I believe Alibaba can surprise to the upside.The Charts speak for themselves Data by YChartsThe stock prices of Alibaba and Amazon have correlated strongly during the last few years. However, in late 2020 the stock of Alibaba erased all of its gains since its IPO and fell ~70%. I believe the gap will not widen but begin to close during the next 6-12 months.The TakeawaysRisks to the Pair TradeThe Chinese Crackdown on Internet companies could restart, and complications with Jack Ma and the Chinese Regulators could provide downside to the stock of Alibaba. I believe this risk has a low probability to materialize. If the crackdown continues, why would the Chinese regulators have an interest in signaling easing.The Fed could restart Quantitative Easing and therefore positively affect the market prices. I believe this is very unlikely to happen due to the inflationary pressures that the US is facing. I think at some point in the future a pivot is guaranteed. But I don't expect it in 2022 & early 2023. If the Fed starts to ease the monetary conditions, this pair trade will probably underperform massively.The Chinese recovery could take longer than expected, and Alibaba could have worse quarters ahead. I believe this is the greatest risk in this pair trade since Chinese regulators have taken the Zero-COVID strategy very seriously as opposed to most countries in the west. Recently, there have been partial lockdowns in Shanghai again due to fresh breakouts of the virus. However, sometime in the future, China will have to reopen, Amazon is affected by Chinese lockdowns too, and I believe much of the restrictive COVID policies are priced in.Closing ThoughtsEven with these risks in mind, I believe the downside of Amazon is much larger than the downside of Alibaba. The market expectations for revenue and earnings growth of Amazon in 2022 are not plausible with the current headwinds in mind. I believe Alibaba has a good chance of beating the forecasts, although this pair trade focuses more on the downside potential of both companies than the upside.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056621263,"gmtCreate":1655005350152,"gmtModify":1676535547402,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"DCA, yay","listText":"DCA, yay","text":"DCA, yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056621263","repostId":"1105643239","repostType":4,"repost":{"id":"1105643239","kind":"news","pubTimestamp":1654997027,"share":"https://ttm.financial/m/news/1105643239?lang=&edition=fundamental","pubTime":"2022-06-12 09:23","market":"us","language":"en","title":"Nvidia Stock: Secular Growth Provides Hope","url":"https://stock-news.laohu8.com/highlight/detail?id=1105643239","media":"Seeking Alpha","summary":"SummaryNvidia's GPU stronghold provides it with secular growth attributes.CPU market penetration cou","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia's GPU stronghold provides it with secular growth attributes.</li><li>CPU market penetration could tap into the data center space, with time-series AI providing a value-add.</li><li>Supply Chains are still a mess, but a few critical aspects are shifting. In addition, Nvidia has market dominance, providing it with bargaining power.</li><li>The stock's recent downturn has led to it being undervalued on a relative basis.</li><li>A quantitative risk analysis implies that it's an extremely risky bet. However, the recent sell-off is likely overdone.</li></ul><p>I'm sure the majority of semiconductor investors are relatively discouraged after most related stocks have experienced significant drawdowns since the turn of the year. However, after analyzing the industry and Nvidia's (NASDAQ:NVDA) role, we've concluded that there's been an overreaction by market participants and that Nvidia, the most prominent GPU producer, is part of a secular growth pattern that's currently underpriced by the market.</p><p><img src=\"https://static.tigerbbs.com/b28f1f4a49946a511a88e8e623ca19bb\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data byYCharts</p><p><b>Market & Product Analysis</b></p><p>Nvidia's exposure is still concentrated on gaming and professional visualization, with the two markets combined making up nearly 90% of the firm's revenue mix. Nvidia's gaming unit is currently being driven by robust growth in desktop GPUs, with high-end demand for its GeForce RTX 30-Series products continuing.</p><p>Due to the growing demand for enterprise AI, I see much scope emerging for Nvidia's data centre operations. Existing GPUs provide image recognition abilities. However, the company's newly launched Grace CPU chip provides time-series attributes that could end up being a big breadwinner for the firm.</p><p><img src=\"https://static.tigerbbs.com/d3d3466d7c19047f6def94742f88a44b\" tg-width=\"640\" tg-height=\"136\" referrerpolicy=\"no-referrer\"/></p><p><b>BusinessQuant</b></p><p>As mentioned, Nvidia's primary focus is on GPUs, where it owns approximately 78% of the market, which provides it with significant pricing power. The firm's pricing power is conveyed by its ROIC (Return on Invested Capital) ratio of57.48%(explanation here) and its gross margin of65.26%. Gross margins are a valuable indicator of economies of scale. Nvidia's economies of scale status allows it to take advantage of matters such as bargaining power over its suppliers and pricing power over its customers.</p><p>As Nvidia expands into the CPU market and as competitors enter the hotly contested semiconductor industry, we'll likely see a slight dilution of its GPU market share. Nonetheless, the firm's massive exposure to a market (GPUs) with a projected 2020-2025 CAGR (Constant Annual Growth Rate) of32.7%means that Nvidia is a secular growth stock, and transitory economic downturns don't provide much of a headwind.</p><p><img src=\"https://static.tigerbbs.com/446f2b9c26609e31583fa6f60d678b1b\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"/></p><p>WCCF TECH</p><p><b>AI Could Really Spark Nvidia's Growth Trajectory</b></p><p>I mentioned before that Nvidia could tap into the AI market. I'd like to expand on this, as many aren't quite familiar with the growth areas in the market.</p><p>Nvidia recently launched a library called cuDNN. The library is a database for artificial neural network (ANN) related concepts. ANNs are state-of-the-art AI networks that mimic the human brain to replicate time-series and image recognition patterns.</p><p>Time-series patterns can be applied to various enterprise solutions and automotive applications. In contrast, image recognition can be applied to artificial art, fashion, and advertising.</p><p>In essence, Nvidia has the scope to pivot with its existing technology into a neural network market that's growing at21.5%per year.</p><p><b>Supply-Chain Aspects</b></p><p>Let's start by looking at the main congestion points in the supply chain. First of all, we need to look at Polysilicon production, which has increased by7.24%since April in China. This is a tremendous positive for the semiconductor domain and related industries. A broader look at production conveys that China's PMI is gathering steam again, providing optimism to supply chain prospects.</p><p><img src=\"https://static.tigerbbs.com/330777c9878f9c29ae8d3949b09abf8f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Furthermore, Nvidia itself is stocked with inventory, as it's experienced a year-over-year increase in finished goods and raw materials. Processed goods are an issue. However, with the PMI in China picking up, processed goods will likely come good soon.</p><p><img src=\"https://static.tigerbbs.com/359bb9dfe4f57983afe011cf2fc9ebbb\" tg-width=\"635\" tg-height=\"509\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Although I'm generally bullish about Nvidia's supply-chain issues, I'm concerned about the Russia-Ukraine war. Russia, Belarus, and Ukraine are massive exporters of ferrous metals. If we're in an ex-Black Sea trade globe, we'll likely see input costs continue to rise in the semiconductor space, as primary sector procurement restructuring will take considerable time. Lastly, China's Covid-19 lockdown policies are uncertain and inconsistent. Thus, supply-chain consolidation could be at risk.</p><p><b>Relative Valuation</b></p><p>It's clear that Nvidia's potential to expand is there. Yet, from a stock investing vantage point, we must discover whether the possibilities have been priced in or not. Before its more than 40% year-to-date downturn, I'd say we'd be having a different conversation right now. However, relative valuation metrics imply that Nvidia stock is undervalued at its current price.</p><p><img src=\"https://static.tigerbbs.com/a2d187f038705a13f7c3b4e676e8c07f\" tg-width=\"628\" tg-height=\"153\" referrerpolicy=\"no-referrer\"/>Source: Seeking Alpha</p><p>Nvidia's price-earnings is at a 21.77% normalized discount, which means that it's trading lower than its 5-year cyclical average. In addition, the stock's PE is accommodated by a PEG, which is below its 1.00x valuation threshold. A PEG ratio of below1.00xconveys that the firm's earnings-per-share growth is outpacing its P/E growth. Thus, considering both metrics cohesively, we can conclude that Nvidia stock is undervalued on an earnings-per-share basis.</p><p>Furthermore, the stock's EV/EBITDA suggests that the market undervalues Nvidia's operating earnings before depreciation and amortization, as the metric is at a22.50%discount to its 5-year average.</p><p><b>Quantitative Risk Analysis</b></p><p>Quantitative risk measures contextualize the risk/reward we're getting whenever we invest in a stock. Additionally, it helps us stay away from the panic button as we're aware of what kind of stock price deviations to expect.</p><p>Nvidia's stock doesn't provide an ideal Sharpe Ratio (below 1.00x), which can be explained by its Value at Risk. The VaR indicates that Nvidia's stock could lose 23.07% of its value in a month, 5% of the times.</p><p>These deviations are quite substantial. However, consider that Nvidia's already lost nearly half of its value since the turn of the year and that these statistical downward deviations usually occur whenever the stock's topped out.</p><p><img src=\"https://static.tigerbbs.com/553c22a2c1b3c6c9c3a7fbaafb8183ba\" tg-width=\"640\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts on Seeking Alpha</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>Nvidia Stock: Secular Growth Provides Hope</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\">\nNvidia Stock: Secular Growth Provides Hope\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 09:23 GMT+8 <a href=https://seekingalpha.com/article/4517873-nvidia-stock-secular-growth-provides-hope><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia's GPU stronghold provides it with secular growth attributes.CPU market penetration could tap into the data center space, with time-series AI providing a value-add.Supply Chains are still...</p>\n\n<a href=\"https://seekingalpha.com/article/4517873-nvidia-stock-secular-growth-provides-hope\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4517873-nvidia-stock-secular-growth-provides-hope","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105643239","content_text":"SummaryNvidia's GPU stronghold provides it with secular growth attributes.CPU market penetration could tap into the data center space, with time-series AI providing a value-add.Supply Chains are still a mess, but a few critical aspects are shifting. In addition, Nvidia has market dominance, providing it with bargaining power.The stock's recent downturn has led to it being undervalued on a relative basis.A quantitative risk analysis implies that it's an extremely risky bet. However, the recent sell-off is likely overdone.I'm sure the majority of semiconductor investors are relatively discouraged after most related stocks have experienced significant drawdowns since the turn of the year. However, after analyzing the industry and Nvidia's (NASDAQ:NVDA) role, we've concluded that there's been an overreaction by market participants and that Nvidia, the most prominent GPU producer, is part of a secular growth pattern that's currently underpriced by the market.Data byYChartsMarket & Product AnalysisNvidia's exposure is still concentrated on gaming and professional visualization, with the two markets combined making up nearly 90% of the firm's revenue mix. Nvidia's gaming unit is currently being driven by robust growth in desktop GPUs, with high-end demand for its GeForce RTX 30-Series products continuing.Due to the growing demand for enterprise AI, I see much scope emerging for Nvidia's data centre operations. Existing GPUs provide image recognition abilities. However, the company's newly launched Grace CPU chip provides time-series attributes that could end up being a big breadwinner for the firm.BusinessQuantAs mentioned, Nvidia's primary focus is on GPUs, where it owns approximately 78% of the market, which provides it with significant pricing power. The firm's pricing power is conveyed by its ROIC (Return on Invested Capital) ratio of57.48%(explanation here) and its gross margin of65.26%. Gross margins are a valuable indicator of economies of scale. Nvidia's economies of scale status allows it to take advantage of matters such as bargaining power over its suppliers and pricing power over its customers.As Nvidia expands into the CPU market and as competitors enter the hotly contested semiconductor industry, we'll likely see a slight dilution of its GPU market share. Nonetheless, the firm's massive exposure to a market (GPUs) with a projected 2020-2025 CAGR (Constant Annual Growth Rate) of32.7%means that Nvidia is a secular growth stock, and transitory economic downturns don't provide much of a headwind.WCCF TECHAI Could Really Spark Nvidia's Growth TrajectoryI mentioned before that Nvidia could tap into the AI market. I'd like to expand on this, as many aren't quite familiar with the growth areas in the market.Nvidia recently launched a library called cuDNN. The library is a database for artificial neural network (ANN) related concepts. ANNs are state-of-the-art AI networks that mimic the human brain to replicate time-series and image recognition patterns.Time-series patterns can be applied to various enterprise solutions and automotive applications. In contrast, image recognition can be applied to artificial art, fashion, and advertising.In essence, Nvidia has the scope to pivot with its existing technology into a neural network market that's growing at21.5%per year.Supply-Chain AspectsLet's start by looking at the main congestion points in the supply chain. First of all, we need to look at Polysilicon production, which has increased by7.24%since April in China. This is a tremendous positive for the semiconductor domain and related industries. A broader look at production conveys that China's PMI is gathering steam again, providing optimism to supply chain prospects.Data by YChartsFurthermore, Nvidia itself is stocked with inventory, as it's experienced a year-over-year increase in finished goods and raw materials. Processed goods are an issue. However, with the PMI in China picking up, processed goods will likely come good soon.Data by YChartsAlthough I'm generally bullish about Nvidia's supply-chain issues, I'm concerned about the Russia-Ukraine war. Russia, Belarus, and Ukraine are massive exporters of ferrous metals. If we're in an ex-Black Sea trade globe, we'll likely see input costs continue to rise in the semiconductor space, as primary sector procurement restructuring will take considerable time. Lastly, China's Covid-19 lockdown policies are uncertain and inconsistent. Thus, supply-chain consolidation could be at risk.Relative ValuationIt's clear that Nvidia's potential to expand is there. Yet, from a stock investing vantage point, we must discover whether the possibilities have been priced in or not. Before its more than 40% year-to-date downturn, I'd say we'd be having a different conversation right now. However, relative valuation metrics imply that Nvidia stock is undervalued at its current price.Source: Seeking AlphaNvidia's price-earnings is at a 21.77% normalized discount, which means that it's trading lower than its 5-year cyclical average. In addition, the stock's PE is accommodated by a PEG, which is below its 1.00x valuation threshold. A PEG ratio of below1.00xconveys that the firm's earnings-per-share growth is outpacing its P/E growth. Thus, considering both metrics cohesively, we can conclude that Nvidia stock is undervalued on an earnings-per-share basis.Furthermore, the stock's EV/EBITDA suggests that the market undervalues Nvidia's operating earnings before depreciation and amortization, as the metric is at a22.50%discount to its 5-year average.Quantitative Risk AnalysisQuantitative risk measures contextualize the risk/reward we're getting whenever we invest in a stock. Additionally, it helps us stay away from the panic button as we're aware of what kind of stock price deviations to expect.Nvidia's stock doesn't provide an ideal Sharpe Ratio (below 1.00x), which can be explained by its Value at Risk. The VaR indicates that Nvidia's stock could lose 23.07% of its value in a month, 5% of the times.These deviations are quite substantial. However, consider that Nvidia's already lost nearly half of its value since the turn of the year and that these statistical downward deviations usually occur whenever the stock's topped out.YCharts on Seeking Alpha","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}