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2023-10-29

Great ariticle, would you like to share it?

@Tiger_Earnings:Earnings Beats | How Do DXCM and COUR Achieve Surging Users and Beat Estimates?

2023-09-05

Great ariticle, would you like to share it?

@TopdownCharts:Weekly S&P500 ChartStorm - Bull market correction

2023-06-10

Great ariticle, would you like to share it?

@Tiger_comments:[9th Anniv. Quiz] If I hold Nvidia and Microsoft, how to hedge possible pullback?

2021-12-26

Tesla is the future

2021-03-22

Apple

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2021-03-09

Yes indeed safe

This clear signal says the big tech unwind isn’t done yet, according to strategist

2021-03-09

Nice article

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2021-03-09

✌️

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2021-03-08

Informative

Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon

2021-03-04

Good

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Go to Tiger App to see more news

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235462488887408","repostId":"235018384449552","repostType":1,"repost":{"id":235018384449552,"gmtCreate":1698409898654,"gmtModify":1698409906047,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"Earnings Beats | How Do DXCM and COUR Achieve Surging Users and Beat Estimates?","htmlText":"1. <a href=\"https://ttm.financial/S/DXCM\">$DexCom(DXCM)$</a> +17.03%: Real-time continuous glucose monitor bring new customersThe maker of glucose monitoring system&nbsp;DexCom Inc. (DXCM) surged 17% after Q3 earnings significantly exceeded expectations.Adjusted EPS: 50 cents, outperformed the FactSet consensus of 34 cents.Revenue: $975.0 mln, surpassed the expected $939.6 mln.The strong performance was driven by volume growth and new customer additions due to increased awareness of their real-time continuous glucose monitor (CGM).Additionally, the company raised its revenue guidance for 2023, further boosting investor confidence in the stock.2. <a href=\"https://ttm.financial/S/COUR\">$Coursera, Inc.(COUR)$</a> +10.59%: Collaboration with major companies leads to significant increase in pay","listText":"1. <a href=\"https://ttm.financial/S/DXCM\">$DexCom(DXCM)$</a> +17.03%: Real-time continuous glucose monitor bring new customersThe maker of glucose monitoring system&nbsp;DexCom Inc. (DXCM) surged 17% after Q3 earnings significantly exceeded expectations.Adjusted EPS: 50 cents, outperformed the FactSet consensus of 34 cents.Revenue: $975.0 mln, surpassed the expected $939.6 mln.The strong performance was driven by volume growth and new customer additions due to increased awareness of their real-time continuous glucose monitor (CGM).Additionally, the company raised its revenue guidance for 2023, further boosting investor confidence in the stock.2. <a href=\"https://ttm.financial/S/COUR\">$Coursera, Inc.(COUR)$</a> +10.59%: Collaboration with major companies leads to significant increase in pay","text":"1. $DexCom(DXCM)$ +17.03%: Real-time continuous glucose monitor bring new customersThe maker of glucose monitoring system DexCom Inc. (DXCM) surged 17% after Q3 earnings significantly exceeded expectations.Adjusted EPS: 50 cents, outperformed the FactSet consensus of 34 cents.Revenue: $975.0 mln, surpassed the expected $939.6 mln.The strong performance was driven by volume growth and new customer additions due to increased awareness of their real-time continuous glucose monitor (CGM).Additionally, the company raised its revenue guidance for 2023, further boosting investor confidence in the stock.2. $Coursera, Inc.(COUR)$ +10.59%: Collaboration with major companies leads to significant increase in pay","images":[{"img":"https://community-static.tradeup.com/news/698e9da084ed5b48a060cc77524913a7","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235018384449552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216321547231344,"gmtCreate":1693843592691,"gmtModify":1693843596801,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216321547231344","repostId":"215870146060376","repostType":1,"repost":{"id":215870146060376,"gmtCreate":1693709764602,"gmtModify":1693709989318,"author":{"id":"4119585876197842","authorId":"4119585876197842","name":"TopdownCharts","avatar":"https://community-static.tradeup.com/news/c69065f7f9a5f0bb10b4a86f1e47f9fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119585876197842","authorIdStr":"4119585876197842"},"themes":[],"title":"Weekly S&P500 ChartStorm - Bull market correction","htmlText":"Learnings and conclusions from this week’s charts: <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> The August price action looks like a bull market correction.However the correction drivers look to be turning down again and the market rebound has stalled at short-term overhead resistance.Seasonal downdrafts are most intense typically in late-Sep/early-Oct.Retail flows, hedge fund positioning, corporate buybacks, analyst earnings estimates are all displaying clear bullish/extreme optimism.Meanwhile the macro remains murky (e.g. from charts this week show JOLTS jobs jitters, student loan payments unpausing).Overall, there’s definitely a case to be made that the August sell-off was a sort of healthy correction, but at the same time, it might be a little healthier if it cleared","listText":"Learnings and conclusions from this week’s charts: <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> The August price action looks like a bull market correction.However the correction drivers look to be turning down again and the market rebound has stalled at short-term overhead resistance.Seasonal downdrafts are most intense typically in late-Sep/early-Oct.Retail flows, hedge fund positioning, corporate buybacks, analyst earnings estimates are all displaying clear bullish/extreme optimism.Meanwhile the macro remains murky (e.g. from charts this week show JOLTS jobs jitters, student loan payments unpausing).Overall, there’s definitely a case to be made that the August sell-off was a sort of healthy correction, but at the same time, it might be a little healthier if it cleared","text":"Learnings and conclusions from this week’s charts: $S&P 500(.SPX)$ The August price action looks like a bull market correction.However the correction drivers look to be turning down again and the market rebound has stalled at short-term overhead resistance.Seasonal downdrafts are most intense typically in late-Sep/early-Oct.Retail flows, hedge fund positioning, corporate buybacks, analyst earnings estimates are all displaying clear bullish/extreme optimism.Meanwhile the macro remains murky (e.g. from charts this week show JOLTS jobs jitters, student loan payments unpausing).Overall, there’s definitely a case to be made that the August sell-off was a sort of healthy correction, but at the same time, it might be a little healthier if it cleared","images":[{"img":"https://community-static.tradeup.com/news/fd20d4be953264977adae9287e824836","width":"1456","height":"1380"},{"img":"https://community-static.tradeup.com/news/91e9d1327573b6b1e4e04801770e6556","width":"1456","height":"1324"},{"img":"https://community-static.tradeup.com/news/7e386f88dc7eadd631914cc64ae2c5a1","width":"1265","height":"837"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215870146060376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185572042620960,"gmtCreate":1686344949843,"gmtModify":1686344953382,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185572042620960","repostId":"185226726260784","repostType":1,"repost":{"id":185226726260784,"gmtCreate":1686229687924,"gmtModify":1686563144149,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"[9th Anniv. Quiz] If I hold Nvidia and Microsoft, how to hedge possible pullback?","htmlText":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropping by 3%. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> closed at $374.75, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","listText":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropping by 3%. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> closed at $374.75, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","text":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as $NVIDIA Corp(NVDA)$ and $Microsoft(MSFT)$ dropping by 3%. $NVIDIA Corp(NVDA)$ closed at $374.75, $Microsoft(MSFT)$ closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","images":[{"img":"https://community-static.tradeup.com/news/684a51a49183edfe293d8865d2a6701a","width":"1000","height":"809"},{"img":"https://community-static.tradeup.com/news/396c4be3645ace563faefcfc470f17da","width":"1801","height":"916"},{"img":"https://community-static.tradeup.com/news/f5b0ac3b4cf7edd37690ddecb3b5b443","width":"1080","height":"1403"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185226726260784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009347228,"gmtCreate":1640533801845,"gmtModify":1676533524754,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Tesla is the future","listText":"Tesla is the future","text":"Tesla is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009347228","isVote":1,"tweetType":1,"viewCount":2293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359208891,"gmtCreate":1616400650113,"gmtModify":1704793506863,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Apple&nbsp;","listText":"Apple&nbsp;","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/359208891","repostId":"2121144610","repostType":4,"isVote":1,"tweetType":1,"viewCount":3352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323960832,"gmtCreate":1615299425726,"gmtModify":1704780789932,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Yes indeed safe","listText":"Yes indeed safe","text":"Yes indeed safe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323960832","repostId":"1111423037","repostType":4,"repost":{"id":"1111423037","kind":"news","pubTimestamp":1615293095,"share":"https://ttm.financial/m/news/1111423037?lang=en_US&edition=fundamental","pubTime":"2021-03-09 20:31","market":"us","language":"en","title":"This clear signal says the big tech unwind isn’t done yet, according to strategist","url":"https://stock-news.laohu8.com/highlight/detail?id=1111423037","media":"MarketWatch","summary":"Critical information for the U.S. trading day\nGet that Dow 32,000 beanie hat ready for Tuesday, as p","content":"<p>Critical information for the U.S. trading day</p>\n<p>Get that Dow&nbsp;32,000 beanie hat ready for Tuesday, as pressure in the bond market continues to ease and celebrating over a $1.9 trillion stimulus package carries on a bit. Futures are also pointing to a sharp rebound for technology stocks after the Nasdaq Composite&nbsp;fell into correction territory on Monday.</p>\n<p>One valid question to ask right now is, how much more of a pullback for techs will we see? “Our work on positioning suggests that the big tech unwind may be at least halfway done, but isn’t finished,” said Lori Calvasina, RBC Capital’s head of U.S. equity strategy, in our&nbsp;<b>call of the day</b>.</p>\n<p>Calvasina based this on a tracking of weekly Nasdaq futures contracts, provided by the U.S. Commodity Futures Trading Commission. The data are used by some on Wall Street as a measure of sentiment of how hedge funds and institutional investors are positioning in the U.S. equity markets.</p>\n<p>“This indicator…returned to 2013-2014 peaks on a dollar value basis [left image] earlier this year, and to levels that have marked the peak several times since then in terms of the number of contracts owned [right image],” she said. “While U.S. equity futures positioning generally has been highlighting risk of a pullback in stocks in recent months, that signal has been the most clear in Nasdaq positioning.”</p>\n<p><img src=\"https://static.tigerbbs.com/6281c4e4ef83849068bf0c3a1e1adfbe\" tg-width=\"1260\" tg-height=\"636\"></p>\n<p>As of the last update (last Tuesday’s close), the decline in Nasdaq futures positioning was roughly halfway back to the lows of 2018 in terms of dollar value and contracts, she said.</p>\n<p>Calvasina also suggested investors keep an eye on valuations for the tech + internet + media + telecom (TIMT) space, based on where those levels were in the bubble of 2000.</p>\n<p>“Our work here also suggests that big tech underperformance hasn’t run its course,” she said, even with sharp falls seen early this year, the weighted median forward price/earnings measure of TIMT sits at 26.2 times, well above a long-term average of 18.3 times. It is also elevated on a forward price/earnings relative to the S&amp;P 500.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7306c8462ecd9679fb16c08ac3a469c7\" tg-width=\"1260\" tg-height=\"646\"><span>UNCREDITED</span></p>\n<p>As for what investors should do now, Calvasina has been telling clients that small-caps look cheap versus large-caps, and financials, energy and material don’t look expensive yet.</p>\n<p>She is also eyeing the midcap space for a few reasons. Firstly, the Russell Midcap&nbsp;and S&amp;P 400 MidCap&nbsp;benchmark indexes are more exposed to cyclical sectors than TIMT, futures positioning on those smaller stocks isn’t looking stretched (see chart below) and valuations look attractive versus large-caps, and reasonable versus smaller companies, she argues.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/750d414832524e7c7c6e718db9a1d110\" tg-width=\"1260\" tg-height=\"653\"><span>UNCREDITED</span></p>\n<p>“We’ve been advising managers to move down market cap, given the tendency of low market cap to outperform within the Russell 1000&nbsp;coming out of recessions and over time,” said Calvasina.</p>\n<p><b>The markets</b></p>\n<p>Stock futures&nbsp;are pointing to gains across the board, led by beaten-down techs,up 2%. European markets&nbsp;are rising. That is as pressure on bonds ease up, with the yield on the 10-year U.S. Treasury note&nbsp;down 7 basis points to 1.52%.</p>\n<p><b>The chart</b></p>\n<p>It was a bumpy ride on Tuesday for China’s CSI 3000,which lost 2.1%, evenamid a reportthat Chinese state funds were buying stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/f2dd0668688161c84ab8c9e5a6d520a8\" tg-width=\"906\" tg-height=\"482\"></p>\n<p><b>The quote</b></p>\n<p>“I’m happy that the market is broadening out.” That was Cathie Wood, founder of the popular ARK Investment Management and exchange-traded funds like ARK Innovation,speaking in aBloomberg interviewlate on Monday. She says she’s finding opportunities in the recent tech selloff.</p>\n<p><b>The buzz</b></p>\n<p>One stock that several ARK ETFs are exposed to is electric-car maker Tesla.The tech selloff has erasedmore than a quarter of a trillion dollarsoff the electric-car maker’s market cap in just over a month. But shares are up about 5% in premarket.</p>\n<p>Small businesses are less anxious, but wrestling with an uneven recovery, the latest&nbsp;data compiled by the National Federation of Independent Business showed.</p>\n<p>The COVID-19 vaccine from drug company Pfizer&nbsp;and its partner BioNTech&nbsp;neutralized a fast-spreading Brazilian variant of coronavirus,according to a new study.And Russia’s Sputnik V vaccine will soon beproduced in Europe.</p>\n<p>Shares of videogames retailer GameStop,the poster child of the retail frenzy from earlier this year, aresurging in premarketafter the company said it has createda new strategy committee&nbsp;to identify ways to accelerate its transformation. The Senate Banking Committee will hold a&nbsp;hearing on the GameStop saga on Tuesday.</p>\n<p>Stitch Fix&nbsp;shares are tumbling, after the retailer’s sales numbersfell short of Wall Street hopes.</p>\n<p>Zoom&nbsp;founder Eric Yuan transferred $6 billion worth of his shares to unspecified beneficiaries last week,says a regulatory filing.</p>","source":"market_watch","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>This clear signal says the big tech unwind isn’t done yet, according to strategist</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\">\nThis clear signal says the big tech unwind isn’t done yet, according to strategist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 20:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/this-clear-signal-says-the-big-tech-unwind-isnt-done-yet-according-to-strategist-11615292077?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Critical information for the U.S. trading day\nGet that Dow 32,000 beanie hat ready for Tuesday, as pressure in the bond market continues to ease and celebrating over a $1.9 trillion stimulus package ...</p>\n\n<a href=\"https://www.marketwatch.com/story/this-clear-signal-says-the-big-tech-unwind-isnt-done-yet-according-to-strategist-11615292077?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/this-clear-signal-says-the-big-tech-unwind-isnt-done-yet-according-to-strategist-11615292077?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1111423037","content_text":"Critical information for the U.S. trading day\nGet that Dow 32,000 beanie hat ready for Tuesday, as pressure in the bond market continues to ease and celebrating over a $1.9 trillion stimulus package carries on a bit. Futures are also pointing to a sharp rebound for technology stocks after the Nasdaq Composite fell into correction territory on Monday.\nOne valid question to ask right now is, how much more of a pullback for techs will we see? “Our work on positioning suggests that the big tech unwind may be at least halfway done, but isn’t finished,” said Lori Calvasina, RBC Capital’s head of U.S. equity strategy, in our call of the day.\nCalvasina based this on a tracking of weekly Nasdaq futures contracts, provided by the U.S. Commodity Futures Trading Commission. The data are used by some on Wall Street as a measure of sentiment of how hedge funds and institutional investors are positioning in the U.S. equity markets.\n“This indicator…returned to 2013-2014 peaks on a dollar value basis [left image] earlier this year, and to levels that have marked the peak several times since then in terms of the number of contracts owned [right image],” she said. “While U.S. equity futures positioning generally has been highlighting risk of a pullback in stocks in recent months, that signal has been the most clear in Nasdaq positioning.”\n\nAs of the last update (last Tuesday’s close), the decline in Nasdaq futures positioning was roughly halfway back to the lows of 2018 in terms of dollar value and contracts, she said.\nCalvasina also suggested investors keep an eye on valuations for the tech + internet + media + telecom (TIMT) space, based on where those levels were in the bubble of 2000.\n“Our work here also suggests that big tech underperformance hasn’t run its course,” she said, even with sharp falls seen early this year, the weighted median forward price/earnings measure of TIMT sits at 26.2 times, well above a long-term average of 18.3 times. It is also elevated on a forward price/earnings relative to the S&P 500.\nUNCREDITED\nAs for what investors should do now, Calvasina has been telling clients that small-caps look cheap versus large-caps, and financials, energy and material don’t look expensive yet.\nShe is also eyeing the midcap space for a few reasons. Firstly, the Russell Midcap and S&P 400 MidCap benchmark indexes are more exposed to cyclical sectors than TIMT, futures positioning on those smaller stocks isn’t looking stretched (see chart below) and valuations look attractive versus large-caps, and reasonable versus smaller companies, she argues.\nUNCREDITED\n“We’ve been advising managers to move down market cap, given the tendency of low market cap to outperform within the Russell 1000 coming out of recessions and over time,” said Calvasina.\nThe markets\nStock futures are pointing to gains across the board, led by beaten-down techs,up 2%. European markets are rising. That is as pressure on bonds ease up, with the yield on the 10-year U.S. Treasury note down 7 basis points to 1.52%.\nThe chart\nIt was a bumpy ride on Tuesday for China’s CSI 3000,which lost 2.1%, evenamid a reportthat Chinese state funds were buying stocks.\n\nThe quote\n“I’m happy that the market is broadening out.” That was Cathie Wood, founder of the popular ARK Investment Management and exchange-traded funds like ARK Innovation,speaking in aBloomberg interviewlate on Monday. She says she’s finding opportunities in the recent tech selloff.\nThe buzz\nOne stock that several ARK ETFs are exposed to is electric-car maker Tesla.The tech selloff has erasedmore than a quarter of a trillion dollarsoff the electric-car maker’s market cap in just over a month. But shares are up about 5% in premarket.\nSmall businesses are less anxious, but wrestling with an uneven recovery, the latest data compiled by the National Federation of Independent Business showed.\nThe COVID-19 vaccine from drug company Pfizer and its partner BioNTech neutralized a fast-spreading Brazilian variant of coronavirus,according to a new study.And Russia’s Sputnik V vaccine will soon beproduced in Europe.\nShares of videogames retailer GameStop,the poster child of the retail frenzy from earlier this year, aresurging in premarketafter the company said it has createda new strategy committee to identify ways to accelerate its transformation. The Senate Banking Committee will hold a hearing on the GameStop saga on Tuesday.\nStitch Fix shares are tumbling, after the retailer’s sales numbersfell short of Wall Street hopes.\nZoom founder Eric Yuan transferred $6 billion worth of his shares to unspecified beneficiaries last week,says a regulatory filing.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329562198,"gmtCreate":1615259711914,"gmtModify":1704780250484,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329562198","repostId":"1158047033","repostType":4,"isVote":1,"tweetType":1,"viewCount":2446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329566610,"gmtCreate":1615259659730,"gmtModify":1704780249676,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"✌️","listText":"✌️","text":"✌️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329566610","repostId":"1158047033","repostType":4,"isVote":1,"tweetType":1,"viewCount":1996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320782913,"gmtCreate":1615177823932,"gmtModify":1704779154515,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320782913","repostId":"1107506637","repostType":4,"repost":{"id":"1107506637","kind":"news","pubTimestamp":1615175919,"share":"https://ttm.financial/m/news/1107506637?lang=en_US&edition=fundamental","pubTime":"2021-03-08 11:58","market":"us","language":"en","title":"Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1107506637","media":"MarketWatch","summary":"Worries over accelerating inflation will persist this year, giving investors a buying opportunity wh","content":"<blockquote><b>Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.</b></blockquote><p>If you didn’t buy technology stocks during the inflation tantrum last week, don’t worry, you will get another chance.</p><p>I offer eight stocks for your shopping list, below, from a tech fund manager with a great track record.</p><p>First, here’s why we’ll see more inflation tantrums, and why they’ll be a buying opportunity rather than the start of a bear market.</p><p>Inflation is going to pick up. We can expect more inflation because of all the stimulus, and because personal savings have surged to a post-war high of 14% of GDP. That’s a lot of pent-up demand to drive prices higher.</p><p>“People are ready to get out and spend money and be happy and live life,” says Kevin Landis, who manages the Firsthand Technology Opportunities fund TEFQX, -0.53%. “That unleashing of energy will be really powerful. We are all going to hold our breath and see if that means inflation, or not.”</p><p>It probably will, say two economists I follow. Inflation will rise to 2.2% by year-end, from current levels of 1.5%. predicts Jim Paulsen, an economist and market strategist with the Leuthold Group. Ed Yardeni of Yardeni Research predicts it will go up to 2.5%-2.8%. Both economists are referring to the core personal consumption expenditures deflator index.</p><p>•&nbsp;Bond yields will keep going up. The 10-year yield is taking a breather, following the sharp rise that spooked investors last week. But bond yields will increase as more signs of inflation emerge. The 10-year yield will reach 2% by the end of this year, predicts Paulsen. It was recently at 1.5%. Rising rates spark stock selloffs because higher yields make bonds more attractive. Higher rates also reduce stock valuations in models that use the 10-year bond yield to discount distant earnings back to the present.</p><p>•&nbsp;Sentiment remains rich. This makes the market more vulnerable to pullbacks. Complacent investors are easily “surprised” by unforeseen events. Corporate insiders are cautious, also a sign of a vulnerable market.</p><p>•&nbsp;Pullbacks are normal. Following the 74%-98% rise in the S&amp;P 500 SPX, +1.95% and Nasdaq COMP, +1.55% since last March, investors may have forgotten that stocks can go down, too. But pullbacks of 5%-10% are common. Now that so much of the growth is priced in to stocks, we will see more of them.</p><p>“We will probably have at least three or four more panic attacks over the next few months,” predicts Landis, at the Firsthand Technology Opportunities Fund.</p><p><b>Inflation? No worries</b></p><p>But like the one last week, the upcoming inflation tantrums will be buyable, because ultimately inflation is not really going to be a big problem for three reasons.</p><p>1. The Covid-19 crisis has pulled forward technology. That will create a burst of productivity growth, which calms inflation fears among investors and the Fed. Productivity growth reduces pressure at companies to pass along the higher costs of labor and materials.</p><p>2. In the background, the same factors that have been suppressing inflation for years are still in place — chiefly greater use of technology, global trade, and the aging of the population. Older people tend to spend less. And technology and trade lower the cost of goods.</p><p>3. History shows inflation during times of solid economic growth doesn’t hurt stocks, according to a study published by Paulsen on March 1. Inflation when growth is sluggish can end stock market rallies. But we will have robust growth this year, so that doomsday scenario is unlikely.</p><p><b>List of tech stocks</b></p><p>Tech stocks get hit harder during inflation tantrums because they are “long duration assets.” So much of their growth is in the distant future that when discount rates in valuation models go up, the perceived value of tech stocks falls hard.</p><p>For a short list of tech stocks to consider buying during the next inflation tantrums, it makes sense to look at the holdings of Landis’ Firsthand Technology Opportunities Fund because he has such a solid record. During the past three to five years, his fund has beaten competing technology funds by over 10 percentage points annualized, according to Morningstar. He beats the Morningstar U.S. Technology stock index by 9.7 percentage points or more annualized, over the same time frame.</p><p>His portfolio is an interesting source of ideas because it’s not the typical line up of Alphabet GOOGL, +3.10%, Amazon AMZN, +0.77% and Apple AAPL, +1.07%, though he does own Netflix NFLX, +1.00%. Instead, Landis likes to be ahead of the game by investing in earlier-stage tech companies that will grow because they are smaller — but still disrupters in some line of business.</p><p>Here’s a guide to some of his favorite stocks.</p><p><b>Roku, Chegg and Cree</b></p><p>Landis is not afraid to let portfolio positions get huge if he still likes the company. That is the case with Roku ROKU, -1.78%, Chegg CHGG, -1.17% and Cree CREE, +4.39%. They represented 21.5%, 8.3% and 6% of his portfolio at the end of last year. That’s a vote of confidence, because many mutual fund portfolio managers like to cap position size at 2%-5%, to limit single-stock risk.</p><p>“We still like these a lot,” says Landis.</p><p>He expects Roku to continue to grow because it is so far ahead of competing streaming services that are stumbling as they ramp up. “It’s kind of a mess out there,” says Landis. “Roku has done a lot of the hard work that other companies are only just getting started on.” Roku makes money by selling channel buttons on its platform, digital advertising and content-distribution services. It also sells devices.</p><p>Landis expects the online education company Chegg to continue growing now that people are more familiar with distance learning because of Covid-19.</p><p>“Companies that can facilitate distance learning are in a better position now because everyone knows what works and what does not work,” says Landis. He thinks the education sector is ripe for “disruption” and Chegg will be one of the main companies shaking things up.</p><p>Cree is a key producer of semiconductors used in electronic vehicles, which should support solid demand growth for years.</p><p><b>Zscaler</b></p><p>The Internet is the new corporate network and the cloud is the new data center. So the old concept of security software that guards the perimeter of a corporate network is fading fast. Zscaler ZS, -3.06% offers security systems for this new environment. There are plenty of years of growth ahead because most companies are still in the early stages of moving to the cloud. Covid-19 has accelerated this transition, given that so many people work from home.</p><p><b>Domo</b></p><p>Domo’s DOMO, +1.06% Business Cloud platform helps people manage and learn from the vast amounts of data inside and outside their companies. The service helps managers collect, analyze, store and share data.</p><p>Domo’s “Mr. Roboto” feature helps deploy machine-learning algorithms to analyze trends, make predictions and provide alerts.</p><p>“For any business, there are a handful of internal and external metrics that people want on their personal dashboard every day,” says Landis. “Domo provides great tools to do that.”</p><p><b>DocuSign</b></p><p>DocuSign DOCU, -3.00% speeds up the pace of business by digitizing forms used in contracts and agreements. Its forms replace “wet” signatures with e-signatures. It also offers software that automates the whole process, called the DocuSign Agreement Cloud.</p><p>To anyone who has used e-signatures on tax forms or work contracts, DocuSign may seem like a one-trick pony. But that’s not the case, says Landis. There’s plenty of room to expand in real estate, car dealerships and the venture-capital business, and highly regulated industries.</p><p><b>Bill.com</b></p><p>Bill.com’s BILL, +0.23% cloud-based accounting software simplifies back-office operations for small businesses. Aside from tracking numbers, the software helps companies connect with suppliers and clients. Customers include most of the top 100 accounting firms, and also big companies like Bank of America BAC, +1.18%, J.P. Morgan Chase JPM, +0.23% and American Express AXP, +3.26%.</p><p>But the sweet spot for growth is the startup that’s not locked in to legacy systems. “Accounting software systems are notorious for having market share just because they are incumbent,” says Landis. “But when people are setting up companies, they want to go with the best.”</p><p><b>Qell Acquisition</b></p><p>While acknowledging the potential pitfalls in special purpose acquisition companies (SPACs), which I identify here, Landis welcomes them as a streamlined alternative to the traditional initial public offerings. Like me, Landis favors SPACs with a promising sponsor lineup.</p><p>The sponsor slate at Qell QELLU, +2.43% suggests it will merge with an electric vehicle (EV) company. CEO and director Barry Engle worked at General Motors GM, +3.70% for years. And finance chief Sam Gabbita comes from OGCI Climate Investments, and a private investment fund specializing in sustainability investing called Element Partners. Given the amazing performance of Tesla TSLA, -3.78%, an EV SPAC may not be such a bad idea.</p>","source":"market_watch","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>Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon</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\">\nOpinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.If you didn’t buy technology stocks during the inflation tantrum last week, don’t ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107506637","content_text":"Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.If you didn’t buy technology stocks during the inflation tantrum last week, don’t worry, you will get another chance.I offer eight stocks for your shopping list, below, from a tech fund manager with a great track record.First, here’s why we’ll see more inflation tantrums, and why they’ll be a buying opportunity rather than the start of a bear market.Inflation is going to pick up. We can expect more inflation because of all the stimulus, and because personal savings have surged to a post-war high of 14% of GDP. That’s a lot of pent-up demand to drive prices higher.“People are ready to get out and spend money and be happy and live life,” says Kevin Landis, who manages the Firsthand Technology Opportunities fund TEFQX, -0.53%. “That unleashing of energy will be really powerful. We are all going to hold our breath and see if that means inflation, or not.”It probably will, say two economists I follow. Inflation will rise to 2.2% by year-end, from current levels of 1.5%. predicts Jim Paulsen, an economist and market strategist with the Leuthold Group. Ed Yardeni of Yardeni Research predicts it will go up to 2.5%-2.8%. Both economists are referring to the core personal consumption expenditures deflator index.• Bond yields will keep going up. The 10-year yield is taking a breather, following the sharp rise that spooked investors last week. But bond yields will increase as more signs of inflation emerge. The 10-year yield will reach 2% by the end of this year, predicts Paulsen. It was recently at 1.5%. Rising rates spark stock selloffs because higher yields make bonds more attractive. Higher rates also reduce stock valuations in models that use the 10-year bond yield to discount distant earnings back to the present.• Sentiment remains rich. This makes the market more vulnerable to pullbacks. Complacent investors are easily “surprised” by unforeseen events. Corporate insiders are cautious, also a sign of a vulnerable market.• Pullbacks are normal. Following the 74%-98% rise in the S&P 500 SPX, +1.95% and Nasdaq COMP, +1.55% since last March, investors may have forgotten that stocks can go down, too. But pullbacks of 5%-10% are common. Now that so much of the growth is priced in to stocks, we will see more of them.“We will probably have at least three or four more panic attacks over the next few months,” predicts Landis, at the Firsthand Technology Opportunities Fund.Inflation? No worriesBut like the one last week, the upcoming inflation tantrums will be buyable, because ultimately inflation is not really going to be a big problem for three reasons.1. The Covid-19 crisis has pulled forward technology. That will create a burst of productivity growth, which calms inflation fears among investors and the Fed. Productivity growth reduces pressure at companies to pass along the higher costs of labor and materials.2. In the background, the same factors that have been suppressing inflation for years are still in place — chiefly greater use of technology, global trade, and the aging of the population. Older people tend to spend less. And technology and trade lower the cost of goods.3. History shows inflation during times of solid economic growth doesn’t hurt stocks, according to a study published by Paulsen on March 1. Inflation when growth is sluggish can end stock market rallies. But we will have robust growth this year, so that doomsday scenario is unlikely.List of tech stocksTech stocks get hit harder during inflation tantrums because they are “long duration assets.” So much of their growth is in the distant future that when discount rates in valuation models go up, the perceived value of tech stocks falls hard.For a short list of tech stocks to consider buying during the next inflation tantrums, it makes sense to look at the holdings of Landis’ Firsthand Technology Opportunities Fund because he has such a solid record. During the past three to five years, his fund has beaten competing technology funds by over 10 percentage points annualized, according to Morningstar. He beats the Morningstar U.S. Technology stock index by 9.7 percentage points or more annualized, over the same time frame.His portfolio is an interesting source of ideas because it’s not the typical line up of Alphabet GOOGL, +3.10%, Amazon AMZN, +0.77% and Apple AAPL, +1.07%, though he does own Netflix NFLX, +1.00%. Instead, Landis likes to be ahead of the game by investing in earlier-stage tech companies that will grow because they are smaller — but still disrupters in some line of business.Here’s a guide to some of his favorite stocks.Roku, Chegg and CreeLandis is not afraid to let portfolio positions get huge if he still likes the company. That is the case with Roku ROKU, -1.78%, Chegg CHGG, -1.17% and Cree CREE, +4.39%. They represented 21.5%, 8.3% and 6% of his portfolio at the end of last year. That’s a vote of confidence, because many mutual fund portfolio managers like to cap position size at 2%-5%, to limit single-stock risk.“We still like these a lot,” says Landis.He expects Roku to continue to grow because it is so far ahead of competing streaming services that are stumbling as they ramp up. “It’s kind of a mess out there,” says Landis. “Roku has done a lot of the hard work that other companies are only just getting started on.” Roku makes money by selling channel buttons on its platform, digital advertising and content-distribution services. It also sells devices.Landis expects the online education company Chegg to continue growing now that people are more familiar with distance learning because of Covid-19.“Companies that can facilitate distance learning are in a better position now because everyone knows what works and what does not work,” says Landis. He thinks the education sector is ripe for “disruption” and Chegg will be one of the main companies shaking things up.Cree is a key producer of semiconductors used in electronic vehicles, which should support solid demand growth for years.ZscalerThe Internet is the new corporate network and the cloud is the new data center. So the old concept of security software that guards the perimeter of a corporate network is fading fast. Zscaler ZS, -3.06% offers security systems for this new environment. There are plenty of years of growth ahead because most companies are still in the early stages of moving to the cloud. Covid-19 has accelerated this transition, given that so many people work from home.DomoDomo’s DOMO, +1.06% Business Cloud platform helps people manage and learn from the vast amounts of data inside and outside their companies. The service helps managers collect, analyze, store and share data.Domo’s “Mr. Roboto” feature helps deploy machine-learning algorithms to analyze trends, make predictions and provide alerts.“For any business, there are a handful of internal and external metrics that people want on their personal dashboard every day,” says Landis. “Domo provides great tools to do that.”DocuSignDocuSign DOCU, -3.00% speeds up the pace of business by digitizing forms used in contracts and agreements. Its forms replace “wet” signatures with e-signatures. It also offers software that automates the whole process, called the DocuSign Agreement Cloud.To anyone who has used e-signatures on tax forms or work contracts, DocuSign may seem like a one-trick pony. But that’s not the case, says Landis. There’s plenty of room to expand in real estate, car dealerships and the venture-capital business, and highly regulated industries.Bill.comBill.com’s BILL, +0.23% cloud-based accounting software simplifies back-office operations for small businesses. Aside from tracking numbers, the software helps companies connect with suppliers and clients. Customers include most of the top 100 accounting firms, and also big companies like Bank of America BAC, +1.18%, J.P. Morgan Chase JPM, +0.23% and American Express AXP, +3.26%.But the sweet spot for growth is the startup that’s not locked in to legacy systems. “Accounting software systems are notorious for having market share just because they are incumbent,” says Landis. “But when people are setting up companies, they want to go with the best.”Qell AcquisitionWhile acknowledging the potential pitfalls in special purpose acquisition companies (SPACs), which I identify here, Landis welcomes them as a streamlined alternative to the traditional initial public offerings. Like me, Landis favors SPACs with a promising sponsor lineup.The sponsor slate at Qell QELLU, +2.43% suggests it will merge with an electric vehicle (EV) company. CEO and director Barry Engle worked at General Motors GM, +3.70% for years. And finance chief Sam Gabbita comes from OGCI Climate Investments, and a private investment fund specializing in sustainability investing called Element Partners. Given the amazing performance of Tesla TSLA, -3.78%, an EV SPAC may not be such a bad idea.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364490363,"gmtCreate":1614868790852,"gmtModify":1704776299620,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364490363","repostId":"1109661138","repostType":4,"isVote":1,"tweetType":1,"viewCount":2927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":359208891,"gmtCreate":1616400650113,"gmtModify":1704793506863,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Apple&nbsp;","listText":"Apple&nbsp;","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/359208891","repostId":"2121144610","repostType":4,"isVote":1,"tweetType":1,"viewCount":3352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320782913,"gmtCreate":1615177823932,"gmtModify":1704779154515,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320782913","repostId":"1107506637","repostType":4,"repost":{"id":"1107506637","kind":"news","pubTimestamp":1615175919,"share":"https://ttm.financial/m/news/1107506637?lang=en_US&edition=fundamental","pubTime":"2021-03-08 11:58","market":"us","language":"en","title":"Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1107506637","media":"MarketWatch","summary":"Worries over accelerating inflation will persist this year, giving investors a buying opportunity wh","content":"<blockquote><b>Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.</b></blockquote><p>If you didn’t buy technology stocks during the inflation tantrum last week, don’t worry, you will get another chance.</p><p>I offer eight stocks for your shopping list, below, from a tech fund manager with a great track record.</p><p>First, here’s why we’ll see more inflation tantrums, and why they’ll be a buying opportunity rather than the start of a bear market.</p><p>Inflation is going to pick up. We can expect more inflation because of all the stimulus, and because personal savings have surged to a post-war high of 14% of GDP. That’s a lot of pent-up demand to drive prices higher.</p><p>“People are ready to get out and spend money and be happy and live life,” says Kevin Landis, who manages the Firsthand Technology Opportunities fund TEFQX, -0.53%. “That unleashing of energy will be really powerful. We are all going to hold our breath and see if that means inflation, or not.”</p><p>It probably will, say two economists I follow. Inflation will rise to 2.2% by year-end, from current levels of 1.5%. predicts Jim Paulsen, an economist and market strategist with the Leuthold Group. Ed Yardeni of Yardeni Research predicts it will go up to 2.5%-2.8%. Both economists are referring to the core personal consumption expenditures deflator index.</p><p>•&nbsp;Bond yields will keep going up. The 10-year yield is taking a breather, following the sharp rise that spooked investors last week. But bond yields will increase as more signs of inflation emerge. The 10-year yield will reach 2% by the end of this year, predicts Paulsen. It was recently at 1.5%. Rising rates spark stock selloffs because higher yields make bonds more attractive. Higher rates also reduce stock valuations in models that use the 10-year bond yield to discount distant earnings back to the present.</p><p>•&nbsp;Sentiment remains rich. This makes the market more vulnerable to pullbacks. Complacent investors are easily “surprised” by unforeseen events. Corporate insiders are cautious, also a sign of a vulnerable market.</p><p>•&nbsp;Pullbacks are normal. Following the 74%-98% rise in the S&amp;P 500 SPX, +1.95% and Nasdaq COMP, +1.55% since last March, investors may have forgotten that stocks can go down, too. But pullbacks of 5%-10% are common. Now that so much of the growth is priced in to stocks, we will see more of them.</p><p>“We will probably have at least three or four more panic attacks over the next few months,” predicts Landis, at the Firsthand Technology Opportunities Fund.</p><p><b>Inflation? No worries</b></p><p>But like the one last week, the upcoming inflation tantrums will be buyable, because ultimately inflation is not really going to be a big problem for three reasons.</p><p>1. The Covid-19 crisis has pulled forward technology. That will create a burst of productivity growth, which calms inflation fears among investors and the Fed. Productivity growth reduces pressure at companies to pass along the higher costs of labor and materials.</p><p>2. In the background, the same factors that have been suppressing inflation for years are still in place — chiefly greater use of technology, global trade, and the aging of the population. Older people tend to spend less. And technology and trade lower the cost of goods.</p><p>3. History shows inflation during times of solid economic growth doesn’t hurt stocks, according to a study published by Paulsen on March 1. Inflation when growth is sluggish can end stock market rallies. But we will have robust growth this year, so that doomsday scenario is unlikely.</p><p><b>List of tech stocks</b></p><p>Tech stocks get hit harder during inflation tantrums because they are “long duration assets.” So much of their growth is in the distant future that when discount rates in valuation models go up, the perceived value of tech stocks falls hard.</p><p>For a short list of tech stocks to consider buying during the next inflation tantrums, it makes sense to look at the holdings of Landis’ Firsthand Technology Opportunities Fund because he has such a solid record. During the past three to five years, his fund has beaten competing technology funds by over 10 percentage points annualized, according to Morningstar. He beats the Morningstar U.S. Technology stock index by 9.7 percentage points or more annualized, over the same time frame.</p><p>His portfolio is an interesting source of ideas because it’s not the typical line up of Alphabet GOOGL, +3.10%, Amazon AMZN, +0.77% and Apple AAPL, +1.07%, though he does own Netflix NFLX, +1.00%. Instead, Landis likes to be ahead of the game by investing in earlier-stage tech companies that will grow because they are smaller — but still disrupters in some line of business.</p><p>Here’s a guide to some of his favorite stocks.</p><p><b>Roku, Chegg and Cree</b></p><p>Landis is not afraid to let portfolio positions get huge if he still likes the company. That is the case with Roku ROKU, -1.78%, Chegg CHGG, -1.17% and Cree CREE, +4.39%. They represented 21.5%, 8.3% and 6% of his portfolio at the end of last year. That’s a vote of confidence, because many mutual fund portfolio managers like to cap position size at 2%-5%, to limit single-stock risk.</p><p>“We still like these a lot,” says Landis.</p><p>He expects Roku to continue to grow because it is so far ahead of competing streaming services that are stumbling as they ramp up. “It’s kind of a mess out there,” says Landis. “Roku has done a lot of the hard work that other companies are only just getting started on.” Roku makes money by selling channel buttons on its platform, digital advertising and content-distribution services. It also sells devices.</p><p>Landis expects the online education company Chegg to continue growing now that people are more familiar with distance learning because of Covid-19.</p><p>“Companies that can facilitate distance learning are in a better position now because everyone knows what works and what does not work,” says Landis. He thinks the education sector is ripe for “disruption” and Chegg will be one of the main companies shaking things up.</p><p>Cree is a key producer of semiconductors used in electronic vehicles, which should support solid demand growth for years.</p><p><b>Zscaler</b></p><p>The Internet is the new corporate network and the cloud is the new data center. So the old concept of security software that guards the perimeter of a corporate network is fading fast. Zscaler ZS, -3.06% offers security systems for this new environment. There are plenty of years of growth ahead because most companies are still in the early stages of moving to the cloud. Covid-19 has accelerated this transition, given that so many people work from home.</p><p><b>Domo</b></p><p>Domo’s DOMO, +1.06% Business Cloud platform helps people manage and learn from the vast amounts of data inside and outside their companies. The service helps managers collect, analyze, store and share data.</p><p>Domo’s “Mr. Roboto” feature helps deploy machine-learning algorithms to analyze trends, make predictions and provide alerts.</p><p>“For any business, there are a handful of internal and external metrics that people want on their personal dashboard every day,” says Landis. “Domo provides great tools to do that.”</p><p><b>DocuSign</b></p><p>DocuSign DOCU, -3.00% speeds up the pace of business by digitizing forms used in contracts and agreements. Its forms replace “wet” signatures with e-signatures. It also offers software that automates the whole process, called the DocuSign Agreement Cloud.</p><p>To anyone who has used e-signatures on tax forms or work contracts, DocuSign may seem like a one-trick pony. But that’s not the case, says Landis. There’s plenty of room to expand in real estate, car dealerships and the venture-capital business, and highly regulated industries.</p><p><b>Bill.com</b></p><p>Bill.com’s BILL, +0.23% cloud-based accounting software simplifies back-office operations for small businesses. Aside from tracking numbers, the software helps companies connect with suppliers and clients. Customers include most of the top 100 accounting firms, and also big companies like Bank of America BAC, +1.18%, J.P. Morgan Chase JPM, +0.23% and American Express AXP, +3.26%.</p><p>But the sweet spot for growth is the startup that’s not locked in to legacy systems. “Accounting software systems are notorious for having market share just because they are incumbent,” says Landis. “But when people are setting up companies, they want to go with the best.”</p><p><b>Qell Acquisition</b></p><p>While acknowledging the potential pitfalls in special purpose acquisition companies (SPACs), which I identify here, Landis welcomes them as a streamlined alternative to the traditional initial public offerings. Like me, Landis favors SPACs with a promising sponsor lineup.</p><p>The sponsor slate at Qell QELLU, +2.43% suggests it will merge with an electric vehicle (EV) company. CEO and director Barry Engle worked at General Motors GM, +3.70% for years. And finance chief Sam Gabbita comes from OGCI Climate Investments, and a private investment fund specializing in sustainability investing called Element Partners. Given the amazing performance of Tesla TSLA, -3.78%, an EV SPAC may not be such a bad idea.</p>","source":"market_watch","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>Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon</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\">\nOpinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.If you didn’t buy technology stocks during the inflation tantrum last week, don’t ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107506637","content_text":"Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.If you didn’t buy technology stocks during the inflation tantrum last week, don’t worry, you will get another chance.I offer eight stocks for your shopping list, below, from a tech fund manager with a great track record.First, here’s why we’ll see more inflation tantrums, and why they’ll be a buying opportunity rather than the start of a bear market.Inflation is going to pick up. We can expect more inflation because of all the stimulus, and because personal savings have surged to a post-war high of 14% of GDP. That’s a lot of pent-up demand to drive prices higher.“People are ready to get out and spend money and be happy and live life,” says Kevin Landis, who manages the Firsthand Technology Opportunities fund TEFQX, -0.53%. “That unleashing of energy will be really powerful. We are all going to hold our breath and see if that means inflation, or not.”It probably will, say two economists I follow. Inflation will rise to 2.2% by year-end, from current levels of 1.5%. predicts Jim Paulsen, an economist and market strategist with the Leuthold Group. Ed Yardeni of Yardeni Research predicts it will go up to 2.5%-2.8%. Both economists are referring to the core personal consumption expenditures deflator index.• Bond yields will keep going up. The 10-year yield is taking a breather, following the sharp rise that spooked investors last week. But bond yields will increase as more signs of inflation emerge. The 10-year yield will reach 2% by the end of this year, predicts Paulsen. It was recently at 1.5%. Rising rates spark stock selloffs because higher yields make bonds more attractive. Higher rates also reduce stock valuations in models that use the 10-year bond yield to discount distant earnings back to the present.• Sentiment remains rich. This makes the market more vulnerable to pullbacks. Complacent investors are easily “surprised” by unforeseen events. Corporate insiders are cautious, also a sign of a vulnerable market.• Pullbacks are normal. Following the 74%-98% rise in the S&P 500 SPX, +1.95% and Nasdaq COMP, +1.55% since last March, investors may have forgotten that stocks can go down, too. But pullbacks of 5%-10% are common. Now that so much of the growth is priced in to stocks, we will see more of them.“We will probably have at least three or four more panic attacks over the next few months,” predicts Landis, at the Firsthand Technology Opportunities Fund.Inflation? No worriesBut like the one last week, the upcoming inflation tantrums will be buyable, because ultimately inflation is not really going to be a big problem for three reasons.1. The Covid-19 crisis has pulled forward technology. That will create a burst of productivity growth, which calms inflation fears among investors and the Fed. Productivity growth reduces pressure at companies to pass along the higher costs of labor and materials.2. In the background, the same factors that have been suppressing inflation for years are still in place — chiefly greater use of technology, global trade, and the aging of the population. Older people tend to spend less. And technology and trade lower the cost of goods.3. History shows inflation during times of solid economic growth doesn’t hurt stocks, according to a study published by Paulsen on March 1. Inflation when growth is sluggish can end stock market rallies. But we will have robust growth this year, so that doomsday scenario is unlikely.List of tech stocksTech stocks get hit harder during inflation tantrums because they are “long duration assets.” So much of their growth is in the distant future that when discount rates in valuation models go up, the perceived value of tech stocks falls hard.For a short list of tech stocks to consider buying during the next inflation tantrums, it makes sense to look at the holdings of Landis’ Firsthand Technology Opportunities Fund because he has such a solid record. During the past three to five years, his fund has beaten competing technology funds by over 10 percentage points annualized, according to Morningstar. He beats the Morningstar U.S. Technology stock index by 9.7 percentage points or more annualized, over the same time frame.His portfolio is an interesting source of ideas because it’s not the typical line up of Alphabet GOOGL, +3.10%, Amazon AMZN, +0.77% and Apple AAPL, +1.07%, though he does own Netflix NFLX, +1.00%. Instead, Landis likes to be ahead of the game by investing in earlier-stage tech companies that will grow because they are smaller — but still disrupters in some line of business.Here’s a guide to some of his favorite stocks.Roku, Chegg and CreeLandis is not afraid to let portfolio positions get huge if he still likes the company. That is the case with Roku ROKU, -1.78%, Chegg CHGG, -1.17% and Cree CREE, +4.39%. They represented 21.5%, 8.3% and 6% of his portfolio at the end of last year. That’s a vote of confidence, because many mutual fund portfolio managers like to cap position size at 2%-5%, to limit single-stock risk.“We still like these a lot,” says Landis.He expects Roku to continue to grow because it is so far ahead of competing streaming services that are stumbling as they ramp up. “It’s kind of a mess out there,” says Landis. “Roku has done a lot of the hard work that other companies are only just getting started on.” Roku makes money by selling channel buttons on its platform, digital advertising and content-distribution services. It also sells devices.Landis expects the online education company Chegg to continue growing now that people are more familiar with distance learning because of Covid-19.“Companies that can facilitate distance learning are in a better position now because everyone knows what works and what does not work,” says Landis. He thinks the education sector is ripe for “disruption” and Chegg will be one of the main companies shaking things up.Cree is a key producer of semiconductors used in electronic vehicles, which should support solid demand growth for years.ZscalerThe Internet is the new corporate network and the cloud is the new data center. So the old concept of security software that guards the perimeter of a corporate network is fading fast. Zscaler ZS, -3.06% offers security systems for this new environment. There are plenty of years of growth ahead because most companies are still in the early stages of moving to the cloud. Covid-19 has accelerated this transition, given that so many people work from home.DomoDomo’s DOMO, +1.06% Business Cloud platform helps people manage and learn from the vast amounts of data inside and outside their companies. The service helps managers collect, analyze, store and share data.Domo’s “Mr. Roboto” feature helps deploy machine-learning algorithms to analyze trends, make predictions and provide alerts.“For any business, there are a handful of internal and external metrics that people want on their personal dashboard every day,” says Landis. “Domo provides great tools to do that.”DocuSignDocuSign DOCU, -3.00% speeds up the pace of business by digitizing forms used in contracts and agreements. Its forms replace “wet” signatures with e-signatures. It also offers software that automates the whole process, called the DocuSign Agreement Cloud.To anyone who has used e-signatures on tax forms or work contracts, DocuSign may seem like a one-trick pony. But that’s not the case, says Landis. There’s plenty of room to expand in real estate, car dealerships and the venture-capital business, and highly regulated industries.Bill.comBill.com’s BILL, +0.23% cloud-based accounting software simplifies back-office operations for small businesses. Aside from tracking numbers, the software helps companies connect with suppliers and clients. Customers include most of the top 100 accounting firms, and also big companies like Bank of America BAC, +1.18%, J.P. Morgan Chase JPM, +0.23% and American Express AXP, +3.26%.But the sweet spot for growth is the startup that’s not locked in to legacy systems. “Accounting software systems are notorious for having market share just because they are incumbent,” says Landis. “But when people are setting up companies, they want to go with the best.”Qell AcquisitionWhile acknowledging the potential pitfalls in special purpose acquisition companies (SPACs), which I identify here, Landis welcomes them as a streamlined alternative to the traditional initial public offerings. Like me, Landis favors SPACs with a promising sponsor lineup.The sponsor slate at Qell QELLU, +2.43% suggests it will merge with an electric vehicle (EV) company. CEO and director Barry Engle worked at General Motors GM, +3.70% for years. And finance chief Sam Gabbita comes from OGCI Climate Investments, and a private investment fund specializing in sustainability investing called Element Partners. Given the amazing performance of Tesla TSLA, -3.78%, an EV SPAC may not be such a bad idea.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235462488887408,"gmtCreate":1698518651643,"gmtModify":1698518656041,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235462488887408","repostId":"235018384449552","repostType":1,"repost":{"id":235018384449552,"gmtCreate":1698409898654,"gmtModify":1698409906047,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"Earnings Beats | How Do DXCM and COUR Achieve Surging Users and Beat Estimates?","htmlText":"1. <a href=\"https://ttm.financial/S/DXCM\">$DexCom(DXCM)$</a> +17.03%: Real-time continuous glucose monitor bring new customersThe maker of glucose monitoring system&nbsp;DexCom Inc. (DXCM) surged 17% after Q3 earnings significantly exceeded expectations.Adjusted EPS: 50 cents, outperformed the FactSet consensus of 34 cents.Revenue: $975.0 mln, surpassed the expected $939.6 mln.The strong performance was driven by volume growth and new customer additions due to increased awareness of their real-time continuous glucose monitor (CGM).Additionally, the company raised its revenue guidance for 2023, further boosting investor confidence in the stock.2. <a href=\"https://ttm.financial/S/COUR\">$Coursera, Inc.(COUR)$</a> +10.59%: Collaboration with major companies leads to significant increase in pay","listText":"1. <a href=\"https://ttm.financial/S/DXCM\">$DexCom(DXCM)$</a> +17.03%: Real-time continuous glucose monitor bring new customersThe maker of glucose monitoring system&nbsp;DexCom Inc. (DXCM) surged 17% after Q3 earnings significantly exceeded expectations.Adjusted EPS: 50 cents, outperformed the FactSet consensus of 34 cents.Revenue: $975.0 mln, surpassed the expected $939.6 mln.The strong performance was driven by volume growth and new customer additions due to increased awareness of their real-time continuous glucose monitor (CGM).Additionally, the company raised its revenue guidance for 2023, further boosting investor confidence in the stock.2. <a href=\"https://ttm.financial/S/COUR\">$Coursera, Inc.(COUR)$</a> +10.59%: Collaboration with major companies leads to significant increase in pay","text":"1. $DexCom(DXCM)$ +17.03%: Real-time continuous glucose monitor bring new customersThe maker of glucose monitoring system DexCom Inc. (DXCM) surged 17% after Q3 earnings significantly exceeded expectations.Adjusted EPS: 50 cents, outperformed the FactSet consensus of 34 cents.Revenue: $975.0 mln, surpassed the expected $939.6 mln.The strong performance was driven by volume growth and new customer additions due to increased awareness of their real-time continuous glucose monitor (CGM).Additionally, the company raised its revenue guidance for 2023, further boosting investor confidence in the stock.2. $Coursera, Inc.(COUR)$ +10.59%: Collaboration with major companies leads to significant increase in pay","images":[{"img":"https://community-static.tradeup.com/news/698e9da084ed5b48a060cc77524913a7","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235018384449552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216321547231344,"gmtCreate":1693843592691,"gmtModify":1693843596801,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216321547231344","repostId":"215870146060376","repostType":1,"repost":{"id":215870146060376,"gmtCreate":1693709764602,"gmtModify":1693709989318,"author":{"id":"4119585876197842","authorId":"4119585876197842","name":"TopdownCharts","avatar":"https://community-static.tradeup.com/news/c69065f7f9a5f0bb10b4a86f1e47f9fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119585876197842","authorIdStr":"4119585876197842"},"themes":[],"title":"Weekly S&P500 ChartStorm - Bull market correction","htmlText":"Learnings and conclusions from this week’s charts: <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> The August price action looks like a bull market correction.However the correction drivers look to be turning down again and the market rebound has stalled at short-term overhead resistance.Seasonal downdrafts are most intense typically in late-Sep/early-Oct.Retail flows, hedge fund positioning, corporate buybacks, analyst earnings estimates are all displaying clear bullish/extreme optimism.Meanwhile the macro remains murky (e.g. from charts this week show JOLTS jobs jitters, student loan payments unpausing).Overall, there’s definitely a case to be made that the August sell-off was a sort of healthy correction, but at the same time, it might be a little healthier if it cleared","listText":"Learnings and conclusions from this week’s charts: <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> The August price action looks like a bull market correction.However the correction drivers look to be turning down again and the market rebound has stalled at short-term overhead resistance.Seasonal downdrafts are most intense typically in late-Sep/early-Oct.Retail flows, hedge fund positioning, corporate buybacks, analyst earnings estimates are all displaying clear bullish/extreme optimism.Meanwhile the macro remains murky (e.g. from charts this week show JOLTS jobs jitters, student loan payments unpausing).Overall, there’s definitely a case to be made that the August sell-off was a sort of healthy correction, but at the same time, it might be a little healthier if it cleared","text":"Learnings and conclusions from this week’s charts: $S&P 500(.SPX)$ The August price action looks like a bull market correction.However the correction drivers look to be turning down again and the market rebound has stalled at short-term overhead resistance.Seasonal downdrafts are most intense typically in late-Sep/early-Oct.Retail flows, hedge fund positioning, corporate buybacks, analyst earnings estimates are all displaying clear bullish/extreme optimism.Meanwhile the macro remains murky (e.g. from charts this week show JOLTS jobs jitters, student loan payments unpausing).Overall, there’s definitely a case to be made that the August sell-off was a sort of healthy correction, but at the same time, it might be a little healthier if it cleared","images":[{"img":"https://community-static.tradeup.com/news/fd20d4be953264977adae9287e824836","width":"1456","height":"1380"},{"img":"https://community-static.tradeup.com/news/91e9d1327573b6b1e4e04801770e6556","width":"1456","height":"1324"},{"img":"https://community-static.tradeup.com/news/7e386f88dc7eadd631914cc64ae2c5a1","width":"1265","height":"837"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215870146060376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185572042620960,"gmtCreate":1686344949843,"gmtModify":1686344953382,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185572042620960","repostId":"185226726260784","repostType":1,"repost":{"id":185226726260784,"gmtCreate":1686229687924,"gmtModify":1686563144149,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"[9th Anniv. Quiz] If I hold Nvidia and Microsoft, how to hedge possible pullback?","htmlText":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropping by 3%. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> closed at $374.75, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","listText":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropping by 3%. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> closed at $374.75, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","text":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as $NVIDIA Corp(NVDA)$ and $Microsoft(MSFT)$ dropping by 3%. $NVIDIA Corp(NVDA)$ closed at $374.75, $Microsoft(MSFT)$ closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","images":[{"img":"https://community-static.tradeup.com/news/684a51a49183edfe293d8865d2a6701a","width":"1000","height":"809"},{"img":"https://community-static.tradeup.com/news/396c4be3645ace563faefcfc470f17da","width":"1801","height":"916"},{"img":"https://community-static.tradeup.com/news/f5b0ac3b4cf7edd37690ddecb3b5b443","width":"1080","height":"1403"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185226726260784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009347228,"gmtCreate":1640533801845,"gmtModify":1676533524754,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Tesla is the future","listText":"Tesla is the future","text":"Tesla is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009347228","isVote":1,"tweetType":1,"viewCount":2293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323960832,"gmtCreate":1615299425726,"gmtModify":1704780789932,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Yes indeed safe","listText":"Yes indeed safe","text":"Yes indeed safe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323960832","repostId":"1111423037","repostType":4,"repost":{"id":"1111423037","kind":"news","pubTimestamp":1615293095,"share":"https://ttm.financial/m/news/1111423037?lang=en_US&edition=fundamental","pubTime":"2021-03-09 20:31","market":"us","language":"en","title":"This clear signal says the big tech unwind isn’t done yet, according to strategist","url":"https://stock-news.laohu8.com/highlight/detail?id=1111423037","media":"MarketWatch","summary":"Critical information for the U.S. trading day\nGet that Dow 32,000 beanie hat ready for Tuesday, as p","content":"<p>Critical information for the U.S. trading day</p>\n<p>Get that Dow&nbsp;32,000 beanie hat ready for Tuesday, as pressure in the bond market continues to ease and celebrating over a $1.9 trillion stimulus package carries on a bit. Futures are also pointing to a sharp rebound for technology stocks after the Nasdaq Composite&nbsp;fell into correction territory on Monday.</p>\n<p>One valid question to ask right now is, how much more of a pullback for techs will we see? “Our work on positioning suggests that the big tech unwind may be at least halfway done, but isn’t finished,” said Lori Calvasina, RBC Capital’s head of U.S. equity strategy, in our&nbsp;<b>call of the day</b>.</p>\n<p>Calvasina based this on a tracking of weekly Nasdaq futures contracts, provided by the U.S. Commodity Futures Trading Commission. The data are used by some on Wall Street as a measure of sentiment of how hedge funds and institutional investors are positioning in the U.S. equity markets.</p>\n<p>“This indicator…returned to 2013-2014 peaks on a dollar value basis [left image] earlier this year, and to levels that have marked the peak several times since then in terms of the number of contracts owned [right image],” she said. “While U.S. equity futures positioning generally has been highlighting risk of a pullback in stocks in recent months, that signal has been the most clear in Nasdaq positioning.”</p>\n<p><img src=\"https://static.tigerbbs.com/6281c4e4ef83849068bf0c3a1e1adfbe\" tg-width=\"1260\" tg-height=\"636\"></p>\n<p>As of the last update (last Tuesday’s close), the decline in Nasdaq futures positioning was roughly halfway back to the lows of 2018 in terms of dollar value and contracts, she said.</p>\n<p>Calvasina also suggested investors keep an eye on valuations for the tech + internet + media + telecom (TIMT) space, based on where those levels were in the bubble of 2000.</p>\n<p>“Our work here also suggests that big tech underperformance hasn’t run its course,” she said, even with sharp falls seen early this year, the weighted median forward price/earnings measure of TIMT sits at 26.2 times, well above a long-term average of 18.3 times. It is also elevated on a forward price/earnings relative to the S&amp;P 500.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7306c8462ecd9679fb16c08ac3a469c7\" tg-width=\"1260\" tg-height=\"646\"><span>UNCREDITED</span></p>\n<p>As for what investors should do now, Calvasina has been telling clients that small-caps look cheap versus large-caps, and financials, energy and material don’t look expensive yet.</p>\n<p>She is also eyeing the midcap space for a few reasons. Firstly, the Russell Midcap&nbsp;and S&amp;P 400 MidCap&nbsp;benchmark indexes are more exposed to cyclical sectors than TIMT, futures positioning on those smaller stocks isn’t looking stretched (see chart below) and valuations look attractive versus large-caps, and reasonable versus smaller companies, she argues.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/750d414832524e7c7c6e718db9a1d110\" tg-width=\"1260\" tg-height=\"653\"><span>UNCREDITED</span></p>\n<p>“We’ve been advising managers to move down market cap, given the tendency of low market cap to outperform within the Russell 1000&nbsp;coming out of recessions and over time,” said Calvasina.</p>\n<p><b>The markets</b></p>\n<p>Stock futures&nbsp;are pointing to gains across the board, led by beaten-down techs,up 2%. European markets&nbsp;are rising. That is as pressure on bonds ease up, with the yield on the 10-year U.S. Treasury note&nbsp;down 7 basis points to 1.52%.</p>\n<p><b>The chart</b></p>\n<p>It was a bumpy ride on Tuesday for China’s CSI 3000,which lost 2.1%, evenamid a reportthat Chinese state funds were buying stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/f2dd0668688161c84ab8c9e5a6d520a8\" tg-width=\"906\" tg-height=\"482\"></p>\n<p><b>The quote</b></p>\n<p>“I’m happy that the market is broadening out.” That was Cathie Wood, founder of the popular ARK Investment Management and exchange-traded funds like ARK Innovation,speaking in aBloomberg interviewlate on Monday. She says she’s finding opportunities in the recent tech selloff.</p>\n<p><b>The buzz</b></p>\n<p>One stock that several ARK ETFs are exposed to is electric-car maker Tesla.The tech selloff has erasedmore than a quarter of a trillion dollarsoff the electric-car maker’s market cap in just over a month. But shares are up about 5% in premarket.</p>\n<p>Small businesses are less anxious, but wrestling with an uneven recovery, the latest&nbsp;data compiled by the National Federation of Independent Business showed.</p>\n<p>The COVID-19 vaccine from drug company Pfizer&nbsp;and its partner BioNTech&nbsp;neutralized a fast-spreading Brazilian variant of coronavirus,according to a new study.And Russia’s Sputnik V vaccine will soon beproduced in Europe.</p>\n<p>Shares of videogames retailer GameStop,the poster child of the retail frenzy from earlier this year, aresurging in premarketafter the company said it has createda new strategy committee&nbsp;to identify ways to accelerate its transformation. The Senate Banking Committee will hold a&nbsp;hearing on the GameStop saga on Tuesday.</p>\n<p>Stitch Fix&nbsp;shares are tumbling, after the retailer’s sales numbersfell short of Wall Street hopes.</p>\n<p>Zoom&nbsp;founder Eric Yuan transferred $6 billion worth of his shares to unspecified beneficiaries last week,says a regulatory filing.</p>","source":"market_watch","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>This clear signal says the big tech unwind isn’t done yet, according to strategist</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\">\nThis clear signal says the big tech unwind isn’t done yet, according to strategist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 20:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/this-clear-signal-says-the-big-tech-unwind-isnt-done-yet-according-to-strategist-11615292077?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Critical information for the U.S. trading day\nGet that Dow 32,000 beanie hat ready for Tuesday, as pressure in the bond market continues to ease and celebrating over a $1.9 trillion stimulus package ...</p>\n\n<a href=\"https://www.marketwatch.com/story/this-clear-signal-says-the-big-tech-unwind-isnt-done-yet-according-to-strategist-11615292077?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/this-clear-signal-says-the-big-tech-unwind-isnt-done-yet-according-to-strategist-11615292077?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1111423037","content_text":"Critical information for the U.S. trading day\nGet that Dow 32,000 beanie hat ready for Tuesday, as pressure in the bond market continues to ease and celebrating over a $1.9 trillion stimulus package carries on a bit. Futures are also pointing to a sharp rebound for technology stocks after the Nasdaq Composite fell into correction territory on Monday.\nOne valid question to ask right now is, how much more of a pullback for techs will we see? “Our work on positioning suggests that the big tech unwind may be at least halfway done, but isn’t finished,” said Lori Calvasina, RBC Capital’s head of U.S. equity strategy, in our call of the day.\nCalvasina based this on a tracking of weekly Nasdaq futures contracts, provided by the U.S. Commodity Futures Trading Commission. The data are used by some on Wall Street as a measure of sentiment of how hedge funds and institutional investors are positioning in the U.S. equity markets.\n“This indicator…returned to 2013-2014 peaks on a dollar value basis [left image] earlier this year, and to levels that have marked the peak several times since then in terms of the number of contracts owned [right image],” she said. “While U.S. equity futures positioning generally has been highlighting risk of a pullback in stocks in recent months, that signal has been the most clear in Nasdaq positioning.”\n\nAs of the last update (last Tuesday’s close), the decline in Nasdaq futures positioning was roughly halfway back to the lows of 2018 in terms of dollar value and contracts, she said.\nCalvasina also suggested investors keep an eye on valuations for the tech + internet + media + telecom (TIMT) space, based on where those levels were in the bubble of 2000.\n“Our work here also suggests that big tech underperformance hasn’t run its course,” she said, even with sharp falls seen early this year, the weighted median forward price/earnings measure of TIMT sits at 26.2 times, well above a long-term average of 18.3 times. It is also elevated on a forward price/earnings relative to the S&P 500.\nUNCREDITED\nAs for what investors should do now, Calvasina has been telling clients that small-caps look cheap versus large-caps, and financials, energy and material don’t look expensive yet.\nShe is also eyeing the midcap space for a few reasons. Firstly, the Russell Midcap and S&P 400 MidCap benchmark indexes are more exposed to cyclical sectors than TIMT, futures positioning on those smaller stocks isn’t looking stretched (see chart below) and valuations look attractive versus large-caps, and reasonable versus smaller companies, she argues.\nUNCREDITED\n“We’ve been advising managers to move down market cap, given the tendency of low market cap to outperform within the Russell 1000 coming out of recessions and over time,” said Calvasina.\nThe markets\nStock futures are pointing to gains across the board, led by beaten-down techs,up 2%. European markets are rising. That is as pressure on bonds ease up, with the yield on the 10-year U.S. Treasury note down 7 basis points to 1.52%.\nThe chart\nIt was a bumpy ride on Tuesday for China’s CSI 3000,which lost 2.1%, evenamid a reportthat Chinese state funds were buying stocks.\n\nThe quote\n“I’m happy that the market is broadening out.” That was Cathie Wood, founder of the popular ARK Investment Management and exchange-traded funds like ARK Innovation,speaking in aBloomberg interviewlate on Monday. She says she’s finding opportunities in the recent tech selloff.\nThe buzz\nOne stock that several ARK ETFs are exposed to is electric-car maker Tesla.The tech selloff has erasedmore than a quarter of a trillion dollarsoff the electric-car maker’s market cap in just over a month. But shares are up about 5% in premarket.\nSmall businesses are less anxious, but wrestling with an uneven recovery, the latest data compiled by the National Federation of Independent Business showed.\nThe COVID-19 vaccine from drug company Pfizer and its partner BioNTech neutralized a fast-spreading Brazilian variant of coronavirus,according to a new study.And Russia’s Sputnik V vaccine will soon beproduced in Europe.\nShares of videogames retailer GameStop,the poster child of the retail frenzy from earlier this year, aresurging in premarketafter the company said it has createda new strategy committee to identify ways to accelerate its transformation. The Senate Banking Committee will hold a hearing on the GameStop saga on Tuesday.\nStitch Fix shares are tumbling, after the retailer’s sales numbersfell short of Wall Street hopes.\nZoom founder Eric Yuan transferred $6 billion worth of his shares to unspecified beneficiaries last week,says a regulatory filing.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329562198,"gmtCreate":1615259711914,"gmtModify":1704780250484,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329562198","repostId":"1158047033","repostType":4,"isVote":1,"tweetType":1,"viewCount":2446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329566610,"gmtCreate":1615259659730,"gmtModify":1704780249676,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"✌️","listText":"✌️","text":"✌️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329566610","repostId":"1158047033","repostType":4,"isVote":1,"tweetType":1,"viewCount":1996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364490363,"gmtCreate":1614868790852,"gmtModify":1704776299620,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364490363","repostId":"1109661138","repostType":4,"isVote":1,"tweetType":1,"viewCount":2927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}